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 |
|---|---|---|---|---|---|
| V2 Financial group LLC | 13,966 | $349.4K | 0.23% | +567+4.2% | Added |
| Spirit of America Management Corp | 14,000 | $350.3K | 0.07% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,050 | $351.6K | 0.00% | −203,076−93.5% | Reduced |
| Consolidated Portfolio Review Corp | 14,304 | $357.9K | 0.08% | +168+1.2% | Added |
| The PNC Financial Services Group, Inc. | 14,330 | $358.5K | 0.00% | −6,948−32.7% | Reduced |
| EP Wealth Advisors, LLC | 14,443 | $361.4K | 0.00% | +14,443 | New |
| PFG Investments, LLC | 14,690 | $367.5K | 0.02% | +70.0% | Added |
| Vestcor Inc | 14,728 | $368.0K | 0.01% | −42,209−74.1% | Reduced |
| Kestra Advisory Services, LLC | 14,848 | $371.5K | 0.00% | +14,848 | New |
| CWA Asset Management Group, LLC | 14,996 | $375.2K | 0.02% | +14,996 | New |
| Crossmark Global Holdings, Inc. | 15,099 | $378.0K | 0.01% | −1,005−6.2% | Reduced |
| Ingalls & Snyder LLC | 15,284 | $382.0K | 0.01% | +1,000+7.0% | Added |
| Carnegie Capital Asset Management, LLC | 15,313 | $383.1K | 0.01% | −1,338−8.0% | Reduced |
| Kendall Capital Management | 15,655 | $391.7K | 0.12% | +2,585+19.8% | Added |
| Nilsine Partners, LLC | 15,672 | $392.1K | 0.05% | +15,672 | New |
| Fulton Bank, N.A. | 15,849 | $396.5K | 0.02% | +866+5.8% | Added |
| Wealthspire Advisors, LLC | 16,515 | $413.2K | 0.00% | −1,871−10.2% | Reduced |
| Securian Asset Management, Inc | 16,619 | $415.8K | 0.01% | −100−0.6% | Reduced |
| Mercer Global Advisors Inc | 17,008 | $418.1K | 0.00% | −2,149−11.2% | Reduced |
| DekaBank Deutsche Girozentrale | 16,635 | $419.0K | 0.00% | −72,640−81.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,293 | $428.2K | 0.00% | −7,817−31.1% | Reduced |
| Quest Partners LLC | 17,327 | $433.5K | 0.04% | −3,825−18.1% | Reduced |
| Intech Investment Management LLC | 17,522 | $438.4K | 0.00% | −21,138−54.7% | Reduced |
| Mutual Advisors, LLC | 17,827 | $441.0K | 0.01% | −371−2.0% | Reduced |
| AIA Group Ltd | 17,724 | $443.5K | 0.01% | +5,655+46.9% | Added |
| Argyle Capital Management Inc. | 17,774 | $444.7K | 0.18% | +400+2.3% | Added |
| CI Private Wealth, LLC | 17,909 | $448.1K | 0.00% | +3,230+22.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 19,292 | $482.7K | 0.01% | +3,152+19.5% | Added |
| Aigen Investment Management, LP | 19,369 | $484.6K | 0.10% | −29,473−60.3% | Reduced |
| NBC Securities, Inc. | 19,404 | $485.0K | 0.04% | +1,123+6.1% | Added |
| Worldquant Millennium Advisors LLC | 19,543 | $489.0K | 0.00% | −9,244−32.1% | Reduced |
| MML Investors Services, LLC | 19,528 | $489.0K | 0.00% | +123+0.6% | Added |
| Wealthcare Advisory Partners LLC | 19,600 | $490.4K | 0.01% | +19,600 | New |
| Needham Investment Management LLC | 20,000 | $500.4K | 0.04% | 00.0% | Unchanged |
| IFG Advisory, LLC | 20,638 | $516.4K | 0.03% | −502−2.4% | Reduced |
| Cornercap Investment Counsel Inc | 20,753 | $519.2K | 0.15% | −25,699−55.3% | Reduced |
| Sterling Capital Management LLC | 21,558 | $539.4K | 0.01% | +21,558 | New |
| Storebrand Asset Management AS | 21,600 | $540.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,683 | $543.0K | 0.00% | −5,079−19.0% | Reduced |
| Maren Capital LLC | 21,876 | $547.3K | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 22,034 | $551.3K | 0.00% | +541+2.5% | Added |
| Csenge Advisory Group | 23,162 | $569.8K | 0.03% | +2,426+11.7% | Added |
| Xponance, Inc. | 23,018 | $575.9K | 0.01% | +401+1.8% | Added |
| Public Employees Retirement Association of Colorado | 23,253 | $582.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 24,008 | $588.7K | 0.01% | +3,187+15.3% | Added |
| Stratos Wealth Partners, LTD. | 23,902 | $598.0K | 0.01% | +23,902 | New |
| State of Alaska, Department of Revenue | 24,311 | $608.0K | 0.01% | +1,690+7.5% | Added |
| Cetera Investment Advisers | 24,684 | $617.6K | 0.00% | −16,474−40.0% | Reduced |
| Sanctuary Advisors, LLC | 21,876 | $623.5K | 0.00% | +10,251+88.2% | Added |
| Commerce Bank | 25,793 | $645.3K | 0.00% | +25,793 | New |
| Gallagher Fiduciary Advisors, LLC | 25,837 | $646.4K | 0.13% | −2,843−9.9% | Reduced |
| First National Trust Co | 26,071 | $652.3K | 0.03% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 26,525 | $663.7K | 0.08% | −24,065−47.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,889 | $672.8K | 0.00% | +3,117+13.1% | Added |
| Stifel Financial Corp | 27,461 | $687.1K | 0.00% | −1,544−5.3% | Reduced |
| Invst, LLC | 27,470 | $687.3K | 0.08% | −68−0.2% | Reduced |
| Naples Global Advisors, LLC | 27,395 | $694.9K | 0.06% | +1,700+6.6% | Added |
| Mariner, LLC | 28,617 | $715.8K | 0.00% | −190−0.7% | Reduced |
| Bridgewater Associates, LP | 28,934 | $723.9K | 0.00% | +14,105+95.1% | Added |
| Abundance Wealth Counselors | 29,009 | $726.0K | 0.15% | +29,009 | New |
| Neuberger Berman Group LLC | 29,354 | $734.4K | 0.00% | +400+1.4% | Added |
| Bailard, Inc. | 29,559 | $739.6K | 0.02% | +1,700+6.1% | Added |
| Pictet Asset Management Holding SA | 29,599 | $740.5K | 0.00% | −3,514−10.6% | Reduced |
| Millennium Management LLC | 29,716 | $743.5K | 0.00% | −1,066,666−97.3% | Reduced |
| Investors Research Corp | 29,800 | $745.6K | 0.16% | +100+0.3% | Added |
| BCM Advisors, LLC | 32,225 | $752.5K | 0.17% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 30,091 | $752.6K | 0.02% | −78,836−72.4% | Reduced |
| Graham Capital Management, L.P. | 30,718 | $768.6K | 0.03% | −114,540−78.9% | Reduced |
| Pacer Advisors, Inc. | 31,282 | $782.7K | 0.00% | −136−0.4% | Reduced |
| Atria Investments LLC | 31,443 | $786.7K | 0.01% | −1,320−4.0% | Reduced |
| Simplex Trading, LLC | 31,555 | $789.0K | 0.03% | −14,855−32.0% | Reduced |
| Zacks Investment Management | 31,572 | $789.9K | 0.01% | +21,979+229.1% | Added |
| Schonfeld Strategic Advisors LLC | 31,908 | $798.3K | 0.01% | −46,962−59.5% | Reduced |
| Engineers Gate Manager LP | 32,391 | $810.4K | 0.02% | −152,718−82.5% | Reduced |
| Entropy Technologies, LP | 32,429 | $811.4K | 0.09% | +22,201+217.1% | Added |
| Centiva Capital, LP | 32,484 | $812.8K | 0.04% | +20,391+168.6% | Added |
| Aquatic Capital Management LLC | 32,500 | $813.1K | 0.02% | +10,300+46.4% | Added |
| Baird Financial Group, Inc. | 32,969 | $824.9K | 0.00% | −2,967−8.3% | Reduced |
| Wright Investors Service Inc | 36,722 | $918.8K | 0.24% | −716−1.9% | Reduced |
| Applied Finance Capital Management, LLC | 37,101 | $928.3K | 0.04% | +13,813+59.3% | Added |
| Dynamic Technology Lab Private Ltd | 37,235 | $931.0K | 0.10% | −56,096−60.1% | Reduced |
| Advisory Services Network, LLC | 42,574 | $975.0K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 39,157 | $980.0K | 0.04% | +39,157 | New |
| Jane Street Group, LLC | 40,074 | $1.00M | 0.00% | −323,012−89.0% | Reduced |
| Natixis Advisors, L.P. | 40,281 | $1.01M | 0.00% | +11,040+37.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 41,522 | $1.04M | 0.00% | −3,824−8.4% | Reduced |
| International Assets Investment Management, LLC | 26,046 | $1.04M | 0.00% | +25,005+2,402.0% | Added |
| MSH Capital Advisors LLC | 41,622 | $1.04M | 0.32% | −220−0.5% | Reduced |
| American Century Companies Inc | 42,412 | $1.06M | 0.00% | −146,465−77.5% | Reduced |
| JustInvest LLC | 42,558 | $1.06M | 0.02% | +6,069+16.6% | Added |
| New Mexico Educational Retirement Board | 42,800 | $1.07M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 43,472 | $1.09M | 0.02% | −100−0.2% | Reduced |
| Trexquant Investment LP | 43,991 | $1.10M | 0.01% | +43,991 | New |
| Ameritas Investment Partners, Inc. | 44,046 | $1.10M | 0.04% | −540−1.2% | Reduced |
| Creative Planning | 44,073 | $1.10M | 0.00% | +1,496+3.5% | Added |
| Jacobi Capital Management LLC | 45,068 | $1.13M | 0.09% | +2,509+5.9% | Added |
| Macquarie Group Ltd | 45,200 | $1.13M | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 45,384 | $1.14M | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 46,479 | $1.17M | 0.01% | +4,204+9.9% | Added |
| Code Waechter LLC | 46,746 | $1.17M | 1.11% | +46,746 | New |