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Livermore
Livermore
ZHEN

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.

Q3 2024 vs. Q2 2024

How the institutions holding Ugi Corp changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of UGI: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders4643476+15
Shares182.8M27.6M181.3M+26.1M (+16.8%)
Value$4.19B$632.8M$4.55B+$989.4M (+27.8%)

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (70)

Institutions that held Ugi Corp at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to UGI in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.27,964,370$699.7M0.01%
Foundry Partners, LLC383,680$9.60M0.48%
Sourcerock Group LLC304,300$7.61M0.62%
Invenomic Capital Management LP281,772$7.05M0.39%
Boothbay Fund Management, LLC153,692$3.85M0.12%
Brandywine Global Investment Management, LLC153,302$3.80M0.03%
Y-Intercept (Hong Kong) Ltd117,029$2.93M0.18%
WBI Investments75,755$1.90M0.46%
Alps Advisors Inc73,930$1.85M0.01%
Campbell & CO Investment Adviser LLC70,592$1.77M0.13%
MUFG Securities EMEA plc67,999$1.70M0.07%
Mirae Asset Global ETFs Holdings Ltd.61,315$1.53M0.00%
Teza Capital Management LLC57,898$1.45M0.16%
Symphony Financial, Ltd. Co.56,345$1.40M0.23%
Amundi56,653$1.35M0.00%
Cerity Partners LLC53,538$1.34M0.00%
Ancora Advisors, LLC51,270$1.28M0.03%
Axq Capital, LP50,925$1.27M0.38%
CWM Advisors, LLC47,543$1.19M0.12%
Code Waechter LLC46,746$1.17M1.11%
Trexquant Investment LP43,991$1.10M0.01%
Shell Asset Management Co39,157$980.0K0.04%
Abundance Wealth Counselors29,009$726.0K0.15%
Commerce Bank25,793$645.3K0.00%
Stratos Wealth Partners, LTD.23,902$598.0K0.01%
Sterling Capital Management LLC21,558$539.4K0.01%
Wealthcare Advisory Partners LLC19,600$490.4K0.01%
Nilsine Partners, LLC15,672$392.1K0.05%
CWA Asset Management Group, LLC14,996$375.2K0.02%
Kestra Advisory Services, LLC14,848$371.5K0.00%
EP Wealth Advisors, LLC14,443$361.4K0.00%
Portman Square Capital LLP12,897$322.7K0.11%
IMC-Chicago, LLC12,676$317.2K0.01%
Pitcairn Co11,811$295.5K0.02%
Bryn Mawr Trust Co11,120$278.2K0.00%
Impact Partnership Wealth, LLC10,872$272.0K0.06%
Connable Office Inc10,041$251.2K0.03%
IHT Wealth Management, LLC9,747$241.9K0.01%
Linden Thomas Advisory Services, LLC8,877$222.1K0.03%
Meeder Advisory Services, Inc.8,581$214.7K0.01%
Shelton Capital Management8,538$213.6K0.01%
Ieq Capital, LLC8,510$212.9K0.00%
Penn Mutual Asset Management, LLC8,500$212.7K0.42%
Chesley Taft & Associates LLC8,280$207.2K0.01%
Meeder Asset Management Inc3,770$94.3K0.01%
Millburn Ridgefield Corp2,205$55.2K0.00%
Abich Financial Wealth Management LLC925$23.1K0.05%
Optiver Holding B.V.648$16.2K0.00%
Elequin Capital LP609$15.2K0.00%
Claris Advisors, LLC516$12.9K0.01%
Geneos Wealth Management Inc.478$12.0K0.00%
True Wealth Design, LLC469$11.7K0.00%
Bokf, NA476$11.5K0.00%
FNY Investment Advisers, LLC400$10.0K0.00%
Hexagon Capital Partners LLC387$9.68K0.00%
GHP Investment Advisors, Inc.341$8.53K0.00%
JNBA Financial Advisors266$6.66K0.00%
Peterson Financial Group, Inc.97$2.42K0.01%
Skopos Labs, Inc.85$2.13K0.00%
Capital Performance Advisors LLP84$2.10K0.00%
Addison Advisors LLC80$2.00K0.00%
Jaffetilchin Investment Partners, LLC63$1.58K0.00%
Ashton Thomas Securities, LLC48$1.20K0.00%
Picton Mahoney Asset Management48$1.00K0.00%
Hemington Wealth Management70$1.00K0.00%
Coastline Trust Co30$7510.00%
Brown Brothers Harriman & Co21$5250.00%
Mather Group, LLC.21$5250.00%
First Personal Financial Services3$760.00%
Householder Group Estate & Retirement Specialist, LLC10$00.00%

Sold out (55)

Institutions that held Ugi Corp at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of UGI in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Zimmer Partners, LP5,314,367$121.7M
Adage Capital Partners GP, L.L.C.1,000,000$22.9M
Deprince Race & Zollo Inc444,619$10.2M
Point72 Asset Management, L.P.145,352$3.33M
HRT Financial LP122,956$2.81M
Meritage Portfolio Management122,869$2.81M
Capital Fund Management S.A.118,601$2.72M
Tudor Investment Corp Et Al108,486$2.48M
Yaupon Capital Management LP100,000$2.29M
Stolper Co79,916$1.83M
Occidental Asset Management, LLC67,304$1.54M
XTX Topco Ltd66,015$1.51M
Assenagon Asset Management S.A.58,806$1.35M
Nomura Holdings Inc58,546$1.34M
Healthcare of Ontario Pension Plan Trust Fund58,100$1.33M
Sciencast Management LP48,018$1.10M
ING Groep NV42,700$977.8K
Lido Advisors, LLC40,203$935.6K
Capula Management Ltd32,827$751.7K
Kingsview Wealth Management, LLC28,874$661.2K
Agf Management Ltd27,864$638.1K
Verition Fund Management LLC26,750$612.6K
Paloma Partners Management Co22,600$517.5K
Virtu Financial LLC20,757$475.0K
National Asset Management, Inc.19,245$447.5K
Truist Financial Corp17,683$404.9K
Marshall Wace, LLP17,107$391.8K
ISAM Funds (UK) Ltd14,239$326.1K
Archer Investment Corp14,200$325.2K
Bayesian Capital Management, LP13,800$316.0K
Burns Matteson Capital Management, LLC12,925$296.0K
nVerses Capital, LLC12,900$295.4K
Connor, Clark & Lunn Investment Management Ltd.12,582$288.1K
Loomis Sayles & Co L P12,052$276.0K
Occudo Quantitative Strategies LP10,525$241.0K
Williams Jones Wealth Management, LLC.10,068$230.6K
Blair William & Co9,968$228.3K
Bridgefront Capital, LLC9,721$222.6K
Bleakley Financial Group, LLC9,414$215.6K
Simplicity Wealth,LLC9,405$215.4K
Kapitalo Investimentos Ltda9,150$209.5K
Walleye Trading LLC3,541$81.1K
Ashton Thomas Private Wealth, LLC2,163$49.5K
Point72 Asia (Singapore) Pte. Ltd.1,760$40.3K
National Bank of Canada900$20.4K
Gradient Investments LLC586$13.4K
Register Financial Advisors LLC545$12.5K
Clear Street Markets LLC500$11.0K
Oakworth Capital, Inc.361$8.27K
Lynx Investment Advisory250$5.72K
Redwood Wealth Management Group, LLC160$3.66K
Newbridge Financial Services Group, Inc.139$3.19K
Sandy Spring Bank109$2.50K
Camelot Portfolios, LLC45$1.02K
McClarren Financial Advisors, Inc.22$38

Not filed for Q3 2024 yet (3)

Institutions that held Ugi Corp at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.27,632,523$632.8M
Benjamin F. Edwards & Company, Inc.255$6.00K
ICA Group Wealth Management, LLC43$985