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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 1,409 | $35.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,497 | $37.5K | 0.00% | +40+2.7% | Added |
| Duncker Streett & Co Inc | 1,500 | $37.5K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,567 | $39.2K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,578 | $39.3K | 0.00% | −5,031−76.1% | Reduced |
| Proequities, Inc. | 1,691 | $42.9K | 0.00% | +3+0.2% | Added |
| Fairman Group, LLC | 1,785 | $45.3K | 0.04% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $45.8K | 0.01% | +1,000+120.5% | Added |
| Jones Financial Companies LLLP | 1,874 | $46.7K | 0.00% | +1,441+332.8% | Added |
| Massmutual Trust Co FSB | 2,035 | $50.9K | 0.00% | +46+2.3% | Added |
| Farther Finance Advisors, LLC | 2,073 | $51.9K | 0.00% | +1,358+189.9% | Added |
| Fifth Third Bancorp | 2,095 | $52.4K | 0.00% | +220+11.7% | Added |
| Millburn Ridgefield Corp | 2,205 | $55.2K | 0.00% | +2,205 | New |
| MCF Advisors LLC | 2,250 | $56.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,250 | $56.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,475 | $61.9K | 0.00% | −30−1.2% | Reduced |
| Tompkins Financial Corp | 2,524 | $63.1K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,701 | $67.5K | 0.01% | +90+3.4% | Added |
| Ronald Blue Trust, Inc. | 3,311 | $75.8K | 0.00% | +1,295+64.2% | Added |
| Riggs Asset Managment Co. Inc. | 3,037 | $76.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,113 | $77.9K | 0.01% | +25+0.8% | Added |
| Venturi Wealth Management, LLC | 3,258 | $81.5K | 0.00% | +3,059+1,537.2% | Added |
| St Germain D J Co Inc | 3,600 | $90.1K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,600 | $90.1K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,755 | $94.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3,770 | $94.3K | 0.01% | +3,770 | New |
| Central Trust Co | 3,925 | $98.2K | 0.00% | +1,125+40.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,007 | $100.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4,107 | $103.0K | 0.05% | +15+0.4% | Added |
| Parallel Advisors, LLC | 4,212 | $105.4K | 0.00% | +403+10.6% | Added |
| Global Retirement Partners, LLC | 4,485 | $112.2K | 0.00% | −809−15.3% | Reduced |
| Nomura Asset Management Co Ltd | 4,500 | $112.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 4,661 | $116.6K | 0.00% | −11,512−71.2% | Reduced |
| First Eagle Investment Management, LLC | 4,723 | $118.2K | 0.00% | −3,262,935−99.9% | Reduced |
| CIBC Private Wealth Group, LLC | 4,816 | $120.5K | 0.00% | −3,371−41.2% | Reduced |
| Quadrant Capital Group LLC | 4,820 | $120.6K | 0.01% | −124−2.5% | Reduced |
| Tower Research Capital LLC (TRC) | 4,836 | $121.0K | 0.00% | −2,864−37.2% | Reduced |
| Ci Investments Inc. | 5,286 | $132.0K | 0.00% | −412−7.2% | Reduced |
| JFS Wealth Advisors, LLC | 5,877 | $147.0K | 0.01% | +18+0.3% | Added |
| CWM, LLC | 6,196 | $155.0K | 0.00% | −1,419−18.6% | Reduced |
| GAMMA Investing LLC | 6,320 | $158.1K | 0.02% | +3,693+140.6% | Added |
| Partnership Wealth Management, LLC | 6,750 | $168.9K | 0.12% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6,755 | $169.0K | 0.00% | −915−11.9% | Reduced |
| EverSource Wealth Advisors, LLC | 6,803 | $170.2K | 0.01% | +201+3.0% | Added |
| Signaturefd, LLC | 7,885 | $197.3K | 0.00% | +531+7.2% | Added |
| Krane Funds Advisors LLC | 8,124 | $203.3K | 0.01% | −9,764−54.6% | Reduced |
| Chesley Taft & Associates LLC | 8,280 | $207.2K | 0.01% | +8,280 | New |
| Penn Mutual Asset Management, LLC | 8,500 | $212.7K | 0.42% | +8,500 | New |
| Ieq Capital, LLC | 8,510 | $212.9K | 0.00% | +8,510 | New |
| Shelton Capital Management | 8,538 | $213.6K | 0.01% | +8,538 | New |
| Meeder Advisory Services, Inc. | 8,581 | $214.7K | 0.01% | +8,581 | New |
| Group One Trading, L.P. | 8,791 | $220.0K | 0.01% | −9,592−52.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,877 | $222.1K | 0.03% | +8,877 | New |
| Abel Hall, LLC | 8,879 | $222.2K | 0.15% | +52+0.6% | Added |
| Summit Trail Advisors, LLC | 8,796 | $223.7K | 0.01% | −262−2.9% | Reduced |
| CFS Investment Advisory Services, LLC | 9,050 | $226.0K | 0.02% | −669−6.9% | Reduced |
| HBK Sorce Advisory LLC | 9,178 | $229.6K | 0.01% | +375+4.3% | Added |
| Metis Global Partners, LLC | 9,191 | $230.0K | 0.01% | −890−8.8% | Reduced |
| Accurate Wealth Management, LLC | 9,106 | $230.7K | 0.05% | −1,017−10.0% | Reduced |
| Belpointe Asset Management LLC | 9,389 | $234.9K | 0.01% | −58−0.6% | Reduced |
| Select Asset Management & Trust | 9,400 | $235.0K | 0.09% | 00.0% | Unchanged |
| State of Wyoming | 9,561 | $239.2K | 0.03% | −2,804−22.7% | Reduced |
| IHT Wealth Management, LLC | 9,747 | $241.9K | 0.01% | +9,747 | New |
| Daiwa Securities Group Inc. | 10,000 | $250.0K | 0.00% | +4,300+75.4% | Added |
| Connable Office Inc | 10,041 | $251.2K | 0.03% | +10,041 | New |
| EMC Capital Management | 1,000 | $252.0K | 0.21% | −8,488−89.5% | Reduced |
| Howland Capital Management LLC | 10,000 | $254.3K | 0.01% | −1,000−9.1% | Reduced |
| Sigma Planning Corp | 10,181 | $254.7K | 0.01% | −1,831−15.2% | Reduced |
| Steel Peak Wealth Management LLC | 10,088 | $256.1K | 0.01% | +1,118+12.5% | Added |
| GTS Securities LLC | 10,376 | $259.6K | 0.01% | −9,849−48.7% | Reduced |
| US Bancorp | 10,438 | $261.1K | 0.00% | −1,654−13.7% | Reduced |
| Sherbrooke Park Advisers LLC | 10,546 | $263.9K | 0.06% | −4,089−27.9% | Reduced |
| V-Square Quantitative Management LLC | 10,603 | $265.3K | 0.04% | 00.0% | Unchanged |
| Toroso Investments, LLC | 10,729 | $268.4K | 0.00% | −29,528−73.3% | Reduced |
| Beacon Financial Group | 10,835 | $271.1K | 0.03% | −982−8.3% | Reduced |
| First Citizens Bank & Trust Co | 10,853 | $271.5K | 0.01% | +953+9.6% | Added |
| Impact Partnership Wealth, LLC | 10,872 | $272.0K | 0.06% | +10,872 | New |
| Bryn Mawr Trust Co | 11,120 | $278.2K | 0.00% | +11,120 | New |
| Park Avenue Securities LLC | 11,248 | $281.0K | 0.00% | +1,329+13.4% | Added |
| Gsa Capital Partners LLP | 11,254 | $282.0K | 0.02% | −12,795−53.2% | Reduced |
| Corundum Trust Company, INC | 11,373 | $284.6K | 0.78% | 00.0% | Unchanged |
| Utah Retirement Systems | 11,500 | $287.7K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 11,557 | $289.2K | 0.06% | −301−2.5% | Reduced |
| Alpha Omega Wealth Management LLC | 11,579 | $289.7K | 0.05% | +194+1.7% | Added |
| Panagora Asset Management Inc | 11,744 | $293.8K | 0.00% | −199−1.7% | Reduced |
| Jump Financial, LLC | 11,747 | $293.9K | 0.01% | −96,097−89.1% | Reduced |
| Pitcairn Co | 11,811 | $295.5K | 0.02% | +11,811 | New |
| Epoch Investment Partners, Inc. | 11,893 | $297.6K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,947 | $298.9K | 0.00% | +1,414+13.4% | Added |
| Scientech Research LLC | 11,965 | $299.4K | 0.06% | −48,065−80.1% | Reduced |
| Maryland State Retirement & Pension System | 11,995 | $300.1K | 0.01% | −3,931−24.7% | Reduced |
| Private Advisor Group, LLC | 12,017 | $300.6K | 0.00% | −4,973−29.3% | Reduced |
| SG Americas Securities, LLC | 12,053 | $302.0K | 0.00% | +4,404+57.6% | Added |
| Wetherby Asset Management Inc | 12,299 | $307.7K | 0.01% | −153−1.2% | Reduced |
| IMC-Chicago, LLC | 12,676 | $317.2K | 0.01% | +12,676 | New |
| Lazard Asset Management LLC | 12,895 | $322.0K | 0.00% | −3,745−22.5% | Reduced |
| Portman Square Capital LLP | 12,897 | $322.7K | 0.11% | +12,897 | New |
| BKD Wealth Advisors, LLC | 13,072 | $327.1K | 0.01% | −524−3.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,352 | $334.1K | 0.00% | +1,585+13.5% | Added |
| United Services Automobile Association | 13,710 | $343.0K | 0.01% | −3,223−19.0% | Reduced |