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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.

13F holders, Q3 2024

Institutional positions in Ugi Corp as of Sep 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
476
+15 vs. Q2 2024
Shares held
181.3M
+26.1M (+16.8%) vs. Q2 2024
Total value
$4.55B
+$989.4M (+27.8%) vs. Q2 2024
New holders
70
173 more added
Sold out
55
150 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 476 institutions
Q1 2021: 498 institutionsQ2 2021: 502 institutionsQ3 2021: 512 institutionsQ4 2021: 564 institutionsQ1 2022: 537 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 486 institutionsQ3 2023: 444 institutionsQ4 2023: 444 institutionsQ1 2024: 446 institutionsQ2 2024: 464 institutionsQ3 2024: 476 institutionsQ4 2024: 510 institutionsQ1 2025: 565 institutionsQ2 2025: 594 institutionsQ3 2025: 569 institutionsQ4 2025: 613 institutionsQ1 2026: 597 institutionsQ2 2026: 625 institutions
Value heldQ3 2024: $4.55B
Q1 2021: $6.78BQ2 2021: $7.88BQ3 2021: $7.21BQ4 2021: $7.76BQ1 2022: $6.31BQ2 2022: $6.65BQ3 2022: $5.57BQ4 2022: $6.54BQ1 2023: $6.04BQ2 2023: $4.66BQ3 2023: $3.95BQ4 2023: $4.24BQ1 2024: $4.26BQ2 2024: $4.19BQ3 2024: $4.55BQ4 2024: $5.59BQ1 2025: $6.44BQ2 2025: $7.16BQ3 2025: $6.53BQ4 2025: $7.46BQ1 2026: $7.07BQ2 2026: $7.02B
Institutions holding UGI and their total value by quarter
QuarterHoldersValue
Q2 2026625$7.02B
Q1 2026597$7.07B
Q4 2025613$7.46B
Q3 2025569$6.53B
Q2 2025594$7.16B
Q1 2025565$6.44B
Q4 2024510$5.59B
Q3 2024476$4.55B
Q2 2024464$4.19B
Q1 2024446$4.26B
Q4 2023444$4.24B
Q3 2023444$3.95B
Q2 2023486$4.66B
Q1 2023525$6.04B
Q4 2022540$6.54B
Q3 2022510$5.57B
Q2 2022532$6.65B
Q1 2022537$6.31B
Q4 2021564$7.76B
Q3 2021512$7.21B
Q2 2021502$7.88B
Q1 2021498$6.78B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q2 2024.

Institutions holding UGI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.14$00.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC10$00.00%+10New
First Personal Financial Services3$760.00%+3New
Larson Financial Group LLC8$2000.00%00.0%Unchanged
MV Capital Management, Inc.8$2010.00%+6+300.0%Added
Leonteq Securities AG11$2750.00%−859−98.7%Reduced
Bullock Wealth Management Group15$3740.00%00.0%Unchanged
Brown Brothers Harriman & Co21$5250.00%+21New
Mather Group, LLC.21$5250.00%+21New
CVA Family Office, LLC22$5500.00%00.0%Unchanged
Assetmark, Inc24$6000.00%+2+9.1%Added
Rothschild Investment LLC25$6260.00%+5+25.0%Added
SJS Investment Consulting Inc.30$7510.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.30$7510.00%+2+7.1%Added
Coastline Trust Co30$7510.00%+30New
Picton Mahoney Asset Management48$1.00K0.00%+48New
Hemington Wealth Management70$1.00K0.00%+70New
Spire Wealth Management40$1.00K0.00%+12+42.9%Added
Raffa Wealth Management, LLC48$1.20K0.00%00.0%Unchanged
Ashton Thomas Securities, LLC48$1.20K0.00%+48New
Bruce G. Allen Investments, LLC57$1.43K0.00%+44+338.5%Added
Jaffetilchin Investment Partners, LLC63$1.58K0.00%+63New
CBIZ Investment Advisory Services, LLC67$1.69K0.00%+1+1.5%Added
Natixis72$1.80K0.00%−249−77.6%Reduced
Sound Income Strategies, LLC80$2.00K0.00%00.0%Unchanged
Addison Advisors LLC80$2.00K0.00%+80New
Capital Performance Advisors LLP84$2.10K0.00%+84New
Farmers & Merchants Investments Inc85$2.13K0.00%00.0%Unchanged
Skopos Labs, Inc.85$2.13K0.00%+85New
Private Wealth Management Group, LLC86$2.15K0.00%00.0%Unchanged
Peterson Financial Group, Inc.97$2.42K0.01%+97New
Armstrong Advisory Group, Inc97$2.43K0.00%00.0%Unchanged
McIlrath & Eck, LLC100$2.50K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC100$2.50K0.00%00.0%Unchanged
North Star Investment Management Corp.130$3.25K0.00%00.0%Unchanged
Naples Money Management LLC132$3.30K0.00%00.0%Unchanged
AdvisorNet Financial, Inc137$3.43K0.00%+111+426.9%Added
Harbour Investments, Inc.139$3.48K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.151$3.78K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC163$4.14K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC163$4.14K0.00%00.0%Unchanged
Bell Investment Advisors, Inc169$4.23K0.00%−24−12.4%Reduced
Parkside Financial Bank & Trust182$4.55K0.00%−12−6.2%Reduced
Creative Financial Designs Inc190$4.75K0.00%+3+1.6%Added
Sachetta, LLC197$4.98K0.00%+2+1.0%Added
Central Pacific Bank - Trust Division201$5.03K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC210$5.25K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc214$5.36K0.00%00.0%Unchanged
Johnson Financial Group, Inc.215$5.46K0.00%00.0%Unchanged
Eagle Bay Advisors LLC218$5.54K0.00%00.0%Unchanged
Blume Capital Management, Inc.223$5.58K0.00%00.0%Unchanged
PEAK6 Investments LLC241$6.03K0.00%−57,068−99.6%Reduced
Versant Capital Management, Inc256$6.41K0.00%+3+1.2%Added
Main Street Group, LTD257$6.43K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC264$6.61K0.00%00.0%Unchanged
JNBA Financial Advisors266$6.66K0.00%+266New
Bessemer Group Inc282$7.00K0.00%−29−9.3%Reduced
Capital Advisors, Ltd. LLC270$7.00K0.00%+17+6.7%Added
Credit Agricole S A300$7.51K0.00%00.0%Unchanged
AllSquare Wealth Management LLC307$7.68K0.00%00.0%Unchanged
Kessler Investment Group, LLC312$7.81K0.00%−550−63.8%Reduced
GHP Investment Advisors, Inc.341$8.53K0.00%+341New
Hexagon Capital Partners LLC387$9.68K0.00%+387New
FNY Investment Advisers, LLC400$10.0K0.00%+400New
Bokf, NA476$11.5K0.00%+476New
True Wealth Design, LLC469$11.7K0.00%+469New
Geneos Wealth Management Inc.478$12.0K0.00%+478New
Fortis Group Advisors, LLC515$12.9K0.00%00.0%Unchanged
Claris Advisors, LLC516$12.9K0.01%+516New
M&R Capital Management Inc562$14.1K0.00%+66+13.3%Added
Estabrook Capital Management600$15.0K0.00%00.0%Unchanged
Elequin Capital LP609$15.2K0.00%+609New
Bogart Wealth, LLC614$15.4K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC627$15.7K0.01%00.0%Unchanged
Asset Dedication, LLC642$16.1K0.00%00.0%Unchanged
Optiver Holding B.V.648$16.2K0.00%+648New
Huntington National Bank656$16.4K0.00%00.0%Unchanged
Plato Investment Management Ltd700$17.5K0.00%00.0%Unchanged
Stone House Investment Management, LLC708$17.7K0.00%00.0%Unchanged
Heritage Wealth Advisors720$18.0K0.00%00.0%Unchanged
Caldwell Trust Co741$18.5K0.00%00.0%Unchanged
Valley National Advisers Inc766$19.0K0.00%−93−10.8%Reduced
SRS Capital Advisors, Inc.796$19.9K0.00%00.0%Unchanged
Umb Bank N A805$20.1K0.00%+578+254.6%Added
United Community Bank845$21.1K0.01%+90+11.9%Added
LRI Investments, LLC912$21.2K0.00%+228+33.3%Added
Covestor Ltd852$22.0K0.01%−3,309−79.5%Reduced
Whittier Trust Co899$22.5K0.00%−299−25.0%Reduced
Caitlin John, LLC975$22.9K0.01%+2+0.2%Added
Abich Financial Wealth Management LLC925$23.1K0.05%+925New
Coppell Advisory Solutions LLC932$23.2K0.00%+928+23,200.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.949$23.7K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators973$24.3K0.01%+236+32.0%Added
Private Trust Co NA1,040$26.0K0.00%+142+15.8%Added
Kimelman & Baird, LLC1,050$26.3K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,074$26.9K0.00%−266−19.9%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,102$27.3K0.00%00.0%Unchanged
American National Bank1,099$27.5K0.00%00.0%Unchanged
Concord Wealth Partners1,274$31.9K0.01%+637+100.0%Added
Steward Partners Investment Advisory, LLC1,354$33.9K0.00%−2,494−64.8%Reduced