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 |
|---|---|---|---|---|---|
| Alpha Omega Wealth Management LLC | 11,385 | $260.7K | 0.05% | +11,385 | New |
| Corundum Trust Company, INC | 11,373 | $260.4K | 0.76% | +11,373 | New |
| Howland Capital Management LLC | 11,000 | $256.0K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 10,603 | $242.6K | 0.04% | −326−3.0% | Reduced |
| Captrust Financial Advisors | 10,533 | $241.2K | 0.00% | −751−6.7% | Reduced |
| Occudo Quantitative Strategies LP | 10,525 | $241.0K | 0.04% | +10,525 | New |
| Accurate Wealth Management, LLC | 10,123 | $237.3K | 0.06% | −131−1.3% | Reduced |
| Entropy Technologies, LP | 10,228 | $234.2K | 0.03% | +10,228 | New |
| Metis Global Partners, LLC | 10,081 | $230.9K | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 10,068 | $230.6K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 9,968 | $228.3K | 0.00% | +9,968 | New |
| Park Avenue Securities LLC | 9,919 | $227.0K | 0.00% | +536+5.7% | Added |
| First Citizens Bank & Trust Co | 9,900 | $226.7K | 0.00% | +9,900 | New |
| CFS Investment Advisory Services, LLC | 9,719 | $223.0K | 0.02% | +9,719 | New |
| Bridgefront Capital, LLC | 9,721 | $222.6K | 0.09% | +9,721 | New |
| Zacks Investment Management | 9,593 | $219.7K | 0.00% | +9,593 | New |
| EMC Capital Management | 9,488 | $217.0K | 0.13% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,447 | $216.3K | 0.02% | +9,447 | New |
| Bleakley Financial Group, LLC | 9,414 | $215.6K | 0.01% | −98,087−91.2% | Reduced |
| Simplicity Wealth,LLC | 9,405 | $215.4K | 0.00% | −98,096−91.3% | Reduced |
| Select Asset Management & Trust | 9,400 | $215.0K | 0.09% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 9,150 | $209.5K | 0.06% | −347−3.7% | Reduced |
| Summit Trail Advisors, LLC | 9,058 | $208.9K | 0.01% | +9,058 | New |
| Steel Peak Wealth Management LLC | 8,970 | $208.8K | 0.01% | +8,970 | New |
| Abel Hall, LLC | 8,827 | $202.1K | 0.14% | −121−1.4% | Reduced |
| HBK Sorce Advisory LLC | 8,803 | $201.6K | 0.01% | +8,803 | New |
| CIBC Private Wealth Group, LLC | 8,187 | $182.0K | 0.00% | +3,173+63.3% | Added |
| Tower Research Capital LLC (TRC) | 7,700 | $176.3K | 0.00% | −15,224−66.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,670 | $175.6K | 0.00% | +7,437+3,191.8% | Added |
| SG Americas Securities, LLC | 7,649 | $175.0K | 0.00% | −534,860−98.6% | Reduced |
| CWM, LLC | 7,615 | $174.0K | 0.00% | +187+2.5% | Added |
| Signaturefd, LLC | 7,354 | $168.4K | 0.00% | −1,546−17.4% | Reduced |
| EverSource Wealth Advisors, LLC | 6,602 | $163.6K | 0.01% | +3,980+151.8% | Added |
| Partnership Wealth Management, LLC | 6,750 | $154.6K | 0.11% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,609 | $150.0K | 0.02% | +5,388+441.3% | Added |
| JFS Wealth Advisors, LLC | 5,859 | $134.2K | 0.01% | +28+0.5% | Added |
| Walleye Capital LLC | 5,820 | $133.3K | 0.00% | −98,744−94.4% | Reduced |
| Daiwa Securities Group Inc. | 5,700 | $131.0K | 0.00% | +5,700 | New |
| Ci Investments Inc. | 5,698 | $130.0K | 0.00% | +1,127+24.7% | Added |
| Global Retirement Partners, LLC | 5,294 | $121.2K | 0.00% | +595+12.7% | Added |
| Quadrant Capital Group LLC | 4,944 | $113.2K | 0.01% | −984−16.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,903 | $112.3K | 0.00% | −1,466−23.0% | Reduced |
| Nomura Asset Management Co Ltd | 4,500 | $103.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4,161 | $96.0K | 0.06% | +3,207+336.2% | Added |
| Hazlett, Burt & Watson, Inc. | 4,092 | $94.0K | 0.05% | +14+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,007 | $91.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,848 | $88.1K | 0.00% | +2,908+309.4% | Added |
| Parallel Advisors, LLC | 3,809 | $87.2K | 0.00% | +34+0.9% | Added |
| Hartford Financial Management Inc. | 3,755 | $86.0K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,600 | $82.4K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,600 | $82.4K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,541 | $81.1K | 0.00% | −6,420−64.5% | Reduced |
| Lindbrook Capital, LLC | 3,088 | $70.7K | 0.01% | −431−12.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,037 | $69.5K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,975 | $68.1K | 0.00% | +2,975 | New |
| Central Trust Co | 2,800 | $64.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,505 | $61.0K | 0.00% | +314+14.3% | Added |
| GAMMA Investing LLC | 2,627 | $60.2K | 0.01% | +512+24.2% | Added |
| Quent Capital, LLC | 2,611 | $59.8K | 0.01% | +103+4.1% | Added |
| Tompkins Financial Corp | 2,524 | $57.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,250 | $51.5K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,250 | $51.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 2,163 | $49.5K | 0.00% | +2,163 | New |
| Ronald Blue Trust, Inc. | 2,016 | $49.5K | 0.00% | +350+21.0% | Added |
| Massmutual Trust Co FSB | 1,989 | $45.5K | 0.00% | −73−3.5% | Reduced |
| Fifth Third Bancorp | 1,875 | $42.9K | 0.00% | −116−5.8% | Reduced |
| Fairman Group, LLC | 1,785 | $41.5K | 0.04% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,760 | $40.3K | 0.01% | +1,760 | New |
| Proequities, Inc. | 1,688 | $39.3K | 0.00% | −121−6.7% | Reduced |
| Transcendent Capital Group LLC | 1,567 | $35.9K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,500 | $34.4K | 0.01% | +1,500 | New |
| Principal Securities, Inc. | 1,457 | $33.4K | 0.00% | +709+94.8% | Added |
| Hantz Financial Services, Inc. | 1,409 | $32.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,340 | $30.7K | 0.00% | +311+30.2% | Added |
| Whittier Trust Co | 1,198 | $27.4K | 0.00% | +598+99.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $26.5K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,099 | $25.2K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,050 | $24.0K | 0.00% | +1,050 | New |
| International Assets Investment Management, LLC | 1,041 | $23.8K | 0.00% | +1,041 | New |
| Caitlin John, LLC | 973 | $22.3K | 0.02% | −8−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $21.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 898 | $20.6K | 0.00% | +797+789.1% | Added |
| National Bank of Canada | 900 | $20.4K | 0.00% | −132,000−99.3% | Reduced |
| Leonteq Securities AG | 870 | $19.9K | 0.00% | +870 | New |
| Kessler Investment Group, LLC | 862 | $19.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 830 | $19.0K | 0.01% | +40+5.1% | Added |
| Valley National Advisers Inc | 859 | $19.0K | 0.00% | +20+2.4% | Added |
| SRS Capital Advisors, Inc. | 796 | $18.2K | 0.00% | +796 | New |
| United Community Bank | 755 | $17.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $17.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 737 | $16.9K | 0.01% | +62+9.2% | Added |
| Heritage Wealth Advisors | 720 | $16.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 715 | $16.3K | 0.00% | +207+40.7% | Added |
| Stone House Investment Management, LLC | 708 | $16.2K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 700 | $16.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 684 | $15.7K | 0.00% | +684 | New |
| Morton Brown Family Wealth, LLC | 627 | $15.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 656 | $15.0K | 0.00% | +18+2.8% | Added |
| Asset Dedication, LLC | 642 | $14.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 637 | $14.6K | 0.00% | −637−50.0% | Reduced |