Ugi Corp
UGI- Exchange
- NYSE
- Industry
- Gas & Other Services Combined
- SEC CIK
- 0000884614
No open-market purchases or sales by Ugi Corp insiders were filed in the last 90 days; 625 institutions reported holding it in 13F filings for Q2 2026, worth $7.02B in total; no superinvestor holds it.
13F holders, Q2 2024
Institutional positions in Ugi Corp as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 464
- +23 vs. Q1 2024
- Shares held
- 182.8M
- +9.69M (+5.6%) vs. Q1 2024
- Total value
- $4.19B
- −$60.9M (−1.4%) vs. Q1 2024
- New holders
- 78
- 171 more added
- Sold out
- 55
- 130 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UGI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 625 | $7.02B |
| Q1 2026 | 597 | $7.07B |
| Q4 2025 | 613 | $7.46B |
| Q3 2025 | 569 | $6.53B |
| Q2 2025 | 594 | $7.16B |
| Q1 2025 | 565 | $6.44B |
| Q4 2024 | 510 | $5.59B |
| Q3 2024 | 476 | $4.55B |
| Q2 2024 | 464 | $4.19B |
| Q1 2024 | 446 | $4.26B |
| Q4 2023 | 444 | $4.24B |
| Q3 2023 | 444 | $3.95B |
| Q2 2023 | 486 | $4.66B |
| Q1 2023 | 525 | $6.04B |
| Q4 2022 | 540 | $6.54B |
| Q3 2022 | 510 | $5.57B |
| Q2 2022 | 532 | $6.65B |
| Q1 2022 | 537 | $6.31B |
| Q4 2021 | 564 | $7.76B |
| Q3 2021 | 512 | $7.21B |
| Q2 2021 | 502 | $7.88B |
| Q1 2021 | 498 | $6.78B |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 40,203 | $935.6K | 0.01% | +12,193+43.5% | Added |
| Toroso Investments, LLC | 40,257 | $921.9K | 0.01% | +40,257 | New |
| Intech Investment Management LLC | 38,660 | $885.3K | 0.01% | +38,660 | New |
| Econ Financial Services Corp | 38,498 | $881.6K | 0.55% | +11,487+42.5% | Added |
| Wright Investors Service Inc | 37,438 | $857.3K | 0.23% | +37,438 | New |
| Bank of Montreal | 36,790 | $843.2K | 0.00% | −28,733−43.9% | Reduced |
| JustInvest LLC | 36,489 | $835.1K | 0.02% | −2,111−5.5% | Reduced |
| Baird Financial Group, Inc. | 35,936 | $822.9K | 0.00% | −2,856−7.4% | Reduced |
| BCM Advisors, LLC | 32,225 | $803.0K | 0.19% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 33,113 | $758.3K | 0.00% | +927+2.9% | Added |
| Capula Management Ltd | 32,827 | $751.7K | 0.01% | +32,827 | New |
| Atria Investments LLC | 32,763 | $750.3K | 0.01% | +32,763 | New |
| Pacer Advisors, Inc. | 31,418 | $719.5K | 0.00% | +201+0.6% | Added |
| Mercer Global Advisors Inc | 19,157 | $708.4K | 0.00% | +2,573+15.5% | Added |
| Investors Research Corp | 29,700 | $680.1K | 0.16% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 29,241 | $670.0K | 0.00% | −5,116−14.9% | Reduced |
| Stifel Financial Corp | 29,005 | $664.2K | 0.00% | −1,663−5.4% | Reduced |
| Neuberger Berman Group LLC | 28,954 | $663.0K | 0.00% | +13,895+92.3% | Added |
| Kingsview Wealth Management, LLC | 28,874 | $661.2K | 0.02% | +28,874 | New |
| Mariner, LLC | 28,807 | $659.7K | 0.00% | −265−0.9% | Reduced |
| Worldquant Millennium Advisors LLC | 28,787 | $659.2K | 0.01% | +28,787 | New |
| Gallagher Fiduciary Advisors, LLC | 28,680 | $656.8K | 0.15% | +28,680 | New |
| Agf Management Ltd | 27,864 | $638.1K | 0.00% | +27,864 | New |
| Bailard, Inc. | 27,859 | $638.0K | 0.02% | +1,700+6.5% | Added |
| Invst, LLC | 27,538 | $625.9K | 0.07% | −847−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 26,762 | $613.4K | 0.00% | −19,155−41.7% | Reduced |
| Verition Fund Management LLC | 26,750 | $612.6K | 0.00% | −45,002−62.7% | Reduced |
| First National Trust Co | 26,071 | $597.0K | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 25,695 | $596.9K | 0.06% | −1,500−5.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,110 | $575.0K | 0.01% | +14,172+129.6% | Added |
| Gsa Capital Partners LLP | 24,049 | $551.0K | 0.04% | −125,137−83.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,772 | $544.4K | 0.00% | +928+4.1% | Added |
| Applied Finance Capital Management, LLC | 23,288 | $533.3K | 0.02% | +10,705+85.1% | Added |
| Public Employees Retirement Association of Colorado | 23,253 | $532.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 22,621 | $518.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 22,617 | $517.9K | 0.01% | −7,894−25.9% | Reduced |
| Paloma Partners Management Co | 22,600 | $517.5K | 0.04% | +8,291+57.9% | Added |
| Aquatic Capital Management LLC | 22,200 | $508.4K | 0.02% | −2,400−9.8% | Reduced |
| Maren Capital LLC | 21,876 | $501.0K | 0.05% | +21,876 | New |
| Susquehanna International Group, LLP | 21,689 | $496.7K | 0.00% | −53,947−71.3% | Reduced |
| Storebrand Asset Management AS | 21,600 | $494.6K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 21,493 | $492.2K | 0.00% | +4,836+29.0% | Added |
| The PNC Financial Services Group, Inc. | 21,278 | $487.3K | 0.00% | −5,675−21.1% | Reduced |
| Quest Partners LLC | 21,152 | $484.4K | 0.07% | −1,040−4.7% | Reduced |
| IFG Advisory, LLC | 21,140 | $484.1K | 0.03% | −34−0.2% | Reduced |
| Virtu Financial LLC | 20,757 | $475.0K | 0.03% | +20,757 | New |
| Csenge Advisory Group | 20,736 | $474.9K | 0.03% | +2,793+15.6% | Added |
| RSM US Wealth Management LLC | 20,821 | $473.5K | 0.01% | +20,821 | New |
| GTS Securities LLC | 20,225 | $463.2K | 0.01% | −6,047−23.0% | Reduced |
| Needham Investment Management LLC | 20,000 | $458.0K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 18,198 | $450.0K | 0.01% | +1,959+12.1% | Added |
| National Asset Management, Inc. | 19,245 | $447.5K | 0.01% | +19,245 | New |
| MML Investors Services, LLC | 19,405 | $444.0K | 0.00% | −3,950−16.9% | Reduced |
| Wealthspire Advisors, LLC | 18,386 | $421.0K | 0.01% | +83+0.5% | Added |
| Group One Trading, L.P. | 18,383 | $421.0K | 0.01% | +18,383 | New |
| NBC Securities, Inc. | 18,281 | $418.0K | 0.04% | +8,236+82.0% | Added |
| Krane Funds Advisors LLC | 17,888 | $409.6K | 0.02% | −372−2.0% | Reduced |
| Truist Financial Corp | 17,683 | $404.9K | 0.00% | +7,813+79.2% | Added |
| Argyle Capital Management Inc. | 17,374 | $397.9K | 0.16% | 00.0% | Unchanged |
| Marshall Wace, LLP | 17,107 | $391.8K | 0.00% | +17,107 | New |
| Private Advisor Group, LLC | 16,990 | $389.1K | 0.00% | +4,577+36.9% | Added |
| United Services Automobile Association | 16,933 | $387.8K | 0.01% | +1,416+9.1% | Added |
| Securian Asset Management, Inc | 16,719 | $382.9K | 0.01% | −513−3.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 16,651 | $381.3K | 0.01% | −809−4.6% | Reduced |
| Lazard Asset Management LLC | 16,640 | $381.0K | 0.00% | +16,584+29,614.3% | Added |
| IFP Advisors, Inc | 16,173 | $370.4K | 0.01% | +13,921+618.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,140 | $369.6K | 0.02% | +241+1.5% | Added |
| Crossmark Global Holdings, Inc. | 16,104 | $369.0K | 0.01% | −2,294−12.5% | Reduced |
| Maryland State Retirement & Pension System | 15,926 | $364.7K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 14,983 | $343.1K | 0.01% | +558+3.9% | Added |
| Bridgewater Associates, LP | 14,829 | $339.6K | 0.00% | +14,829 | New |
| PFG Investments, LLC | 14,683 | $336.2K | 0.02% | −4,289−22.6% | Reduced |
| CI Private Wealth, LLC | 14,679 | $336.2K | 0.00% | +40.0% | Added |
| Sherbrooke Park Advisers LLC | 14,635 | $335.1K | 0.06% | −16,088−52.4% | Reduced |
| V2 Financial group LLC | 13,399 | $331.4K | 0.22% | +1,573+13.3% | Added |
| Ingalls & Snyder LLC | 14,284 | $327.0K | 0.01% | +4,500+46.0% | Added |
| ISAM Funds (UK) Ltd | 14,239 | $326.1K | 0.24% | +4,853+51.7% | Added |
| Archer Investment Corp | 14,200 | $325.2K | 0.09% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 14,136 | $323.7K | 0.08% | −1,100−7.2% | Reduced |
| Spirit of America Management Corp | 14,000 | $320.6K | 0.07% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 13,800 | $316.0K | 0.04% | +13,800 | New |
| BKD Wealth Advisors, LLC | 13,596 | $311.4K | 0.01% | +1,923+16.5% | Added |
| Kendall Capital Management | 13,070 | $299.3K | 0.10% | +2,225+20.5% | Added |
| Burns Matteson Capital Management, LLC | 12,925 | $296.0K | 0.19% | +12,925 | New |
| nVerses Capital, LLC | 12,900 | $295.4K | 0.18% | +12,200+1,742.9% | Added |
| Sanctuary Advisors, LLC | 11,625 | $295.0K | 0.00% | +11,625 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 12,582 | $288.1K | 0.00% | −126,364−90.9% | Reduced |
| Wetherby Asset Management Inc | 12,452 | $285.2K | 0.01% | −3,844−23.6% | Reduced |
| State of Wyoming | 12,365 | $283.2K | 0.05% | −3,040−19.7% | Reduced |
| Centiva Capital, LP | 12,093 | $276.9K | 0.01% | +12,093 | New |
| US Bancorp | 12,092 | $276.9K | 0.00% | −778−6.0% | Reduced |
| AIA Group Ltd | 12,069 | $276.4K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 12,052 | $276.0K | 0.00% | +12,052 | New |
| Sigma Planning Corp | 12,012 | $275.1K | 0.01% | +694+6.1% | Added |
| Panagora Asset Management Inc | 11,943 | $273.5K | 0.00% | +3,166+36.1% | Added |
| Epoch Investment Partners, Inc. | 11,893 | $272.4K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 11,858 | $271.6K | 0.06% | −9,667−44.9% | Reduced |
| Beacon Financial Group | 11,817 | $270.6K | 0.03% | −212−1.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,767 | $269.5K | 0.00% | +11,767 | New |
| Utah Retirement Systems | 11,500 | $263.4K | 0.00% | 00.0% | Unchanged |