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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 614 | $14.1K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $13.7K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 586 | $13.4K | 0.00% | +586 | New |
| Register Financial Advisors LLC | 545 | $12.5K | 0.01% | +8+1.5% | Added |
| Fortis Group Advisors, LLC | 515 | $11.8K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 496 | $11.4K | 0.00% | +7+1.4% | Added |
| Clear Street Markets LLC | 500 | $11.0K | 0.00% | +500 | New |
| Jones Financial Companies LLLP | 433 | $9.92K | 0.00% | +433 | New |
| Oakworth Capital, Inc. | 361 | $8.27K | 0.00% | 00.0% | Unchanged |
| Natixis | 321 | $7.35K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 307 | $7.03K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 311 | $7.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 300 | $6.87K | 0.00% | −300−50.0% | Reduced |
| FinTrust Capital Advisors, LLC | 264 | $6.05K | 0.00% | +174+193.3% | Added |
| Capital Advisors, Ltd. LLC | 253 | $6.00K | 0.00% | −63−19.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 255 | $6.00K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 257 | $5.84K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 253 | $5.79K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 250 | $5.72K | 0.00% | +250 | New |
| Umb Bank N A | 227 | $5.20K | 0.00% | −268−54.1% | Reduced |
| Blume Capital Management, Inc. | 223 | $5.11K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 218 | $5.07K | 0.00% | +218 | New |
| Johnson Financial Group, Inc. | 215 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 214 | $4.90K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 195 | $4.83K | 0.00% | +34+21.1% | Added |
| GPS Wealth Strategies Group, LLC | 210 | $4.81K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 201 | $4.60K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 199 | $4.56K | 0.00% | +36+22.1% | Added |
| Parkside Financial Bank & Trust | 194 | $4.44K | 0.00% | +45+30.2% | Added |
| Bell Investment Advisors, Inc | 193 | $4.42K | 0.00% | +18+10.3% | Added |
| Creative Financial Designs Inc | 187 | $4.28K | 0.00% | +187 | New |
| Prestige Wealth Management Group LLC | 163 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 163 | $3.79K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 160 | $3.66K | 0.00% | +160 | New |
| Guardian Wealth Management, Inc. | 151 | $3.45K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 139 | $3.19K | 0.00% | −340−71.0% | Reduced |
| Harbour Investments, Inc. | 139 | $3.18K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 132 | $3.00K | 0.00% | +132 | New |
| North Star Investment Management Corp. | 130 | $2.98K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 109 | $2.50K | 0.00% | +73+202.8% | Added |
| McIlrath & Eck, LLC | 100 | $2.29K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $2.29K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 97 | $2.22K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 86 | $1.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $1.95K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 80 | $1.83K | 0.00% | −5−5.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 66 | $1.52K | 0.00% | +1+1.5% | Added |
| Raffa Wealth Management, LLC | 48 | $1.10K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 45 | $1.02K | 0.00% | +45 | New |
| ICA Group Wealth Management, LLC | 43 | $985 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $687 | 0.00% | +8+36.4% | Added |
| DiNuzzo Private Wealth, Inc. | 28 | $642 | 0.00% | +8+40.0% | Added |
| Spire Wealth Management | 28 | $641 | 0.00% | +7+33.3% | Added |
| AdvisorNet Financial, Inc | 26 | $595 | 0.00% | −40−60.6% | Reduced |
| Assetmark, Inc | 22 | $504 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 22 | $504 | 0.00% | +22 | New |
| Rothschild Investment LLC | 20 | $458 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 15 | $341 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $298 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $183 | 0.00% | +8 | New |
| Coppell Advisory Solutions LLC | 4 | $92 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 2 | $46 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 22 | $38 | 0.03% | −1,679−98.7% | Reduced |
| Financial Management Professionals, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,188,529−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −1,071,734−100.0% | Sold out |
| Managed Asset Portfolios, LLC | 0 | $0 | 0.00% | −702,563−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −303,200−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −277,380−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −265,738−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −247,538−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −208,683−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −183,221−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −169,064−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −111,984−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −102,546−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −69,274−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −66,960−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −66,340−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −57,880−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −51,447−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −50,920−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −45,514−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −38,500−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −38,389−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −34,560−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −27,086−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −26,040−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −23,897−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −23,893−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −23,013−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −21,861−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −21,645−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −20,406−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −15,579−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −12,732−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −10,966−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −10,281−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −9,737−100.0% | Sold out |