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 |
|---|---|---|---|---|---|
| Entropy Technologies, LP | 32,429 | $811.4K | 0.09% | +22,201+217.1% | Added |
| Engineers Gate Manager LP | 32,391 | $810.4K | 0.02% | −152,718−82.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 31,908 | $798.3K | 0.01% | −46,962−59.5% | Reduced |
| Zacks Investment Management | 31,572 | $789.9K | 0.01% | +21,979+229.1% | Added |
| Simplex Trading, LLC | 31,555 | $789.0K | 0.03% | −14,855−32.0% | Reduced |
| Atria Investments LLC | 31,443 | $786.7K | 0.01% | −1,320−4.0% | Reduced |
| Pacer Advisors, Inc. | 31,282 | $782.7K | 0.00% | −136−0.4% | Reduced |
| Graham Capital Management, L.P. | 30,718 | $768.6K | 0.03% | −114,540−78.9% | Reduced |
| Quadrature Capital Ltd | 30,091 | $752.6K | 0.02% | −78,836−72.4% | Reduced |
| BCM Advisors, LLC | 32,225 | $752.5K | 0.17% | 00.0% | Unchanged |
| Investors Research Corp | 29,800 | $745.6K | 0.16% | +100+0.3% | Added |
| Millennium Management LLC | 29,716 | $743.5K | 0.00% | −1,066,666−97.3% | Reduced |
| Pictet Asset Management Holding SA | 29,599 | $740.5K | 0.00% | −3,514−10.6% | Reduced |
| Bailard, Inc. | 29,559 | $739.6K | 0.02% | +1,700+6.1% | Added |
| Neuberger Berman Group LLC | 29,354 | $734.4K | 0.00% | +400+1.4% | Added |
| Abundance Wealth Counselors | 29,009 | $726.0K | 0.15% | +29,009 | New |
| Bridgewater Associates, LP | 28,934 | $723.9K | 0.00% | +14,105+95.1% | Added |
| Mariner, LLC | 28,617 | $715.8K | 0.00% | −190−0.7% | Reduced |
| Naples Global Advisors, LLC | 27,395 | $694.9K | 0.06% | +1,700+6.6% | Added |
| Invst, LLC | 27,470 | $687.3K | 0.08% | −68−0.2% | Reduced |
| Stifel Financial Corp | 27,461 | $687.1K | 0.00% | −1,544−5.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 26,889 | $672.8K | 0.00% | +3,117+13.1% | Added |
| Nebula Research & Development LLC | 26,525 | $663.7K | 0.08% | −24,065−47.6% | Reduced |
| First National Trust Co | 26,071 | $652.3K | 0.03% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 25,837 | $646.4K | 0.13% | −2,843−9.9% | Reduced |
| Commerce Bank | 25,793 | $645.3K | 0.00% | +25,793 | New |
| Sanctuary Advisors, LLC | 21,876 | $623.5K | 0.00% | +10,251+88.2% | Added |
| Cetera Investment Advisers | 24,684 | $617.6K | 0.00% | −16,474−40.0% | Reduced |
| State of Alaska, Department of Revenue | 24,311 | $608.0K | 0.01% | +1,690+7.5% | Added |
| Stratos Wealth Partners, LTD. | 23,902 | $598.0K | 0.01% | +23,902 | New |
| RSM US Wealth Management LLC | 24,008 | $588.7K | 0.01% | +3,187+15.3% | Added |
| Public Employees Retirement Association of Colorado | 23,253 | $582.0K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 23,018 | $575.9K | 0.01% | +401+1.8% | Added |
| Csenge Advisory Group | 23,162 | $569.8K | 0.03% | +2,426+11.7% | Added |
| Glenmede Trust Co NA | 22,034 | $551.3K | 0.00% | +541+2.5% | Added |
| Maren Capital LLC | 21,876 | $547.3K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,683 | $543.0K | 0.00% | −5,079−19.0% | Reduced |
| Storebrand Asset Management AS | 21,600 | $540.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 21,558 | $539.4K | 0.01% | +21,558 | New |
| Cornercap Investment Counsel Inc | 20,753 | $519.2K | 0.15% | −25,699−55.3% | Reduced |
| IFG Advisory, LLC | 20,638 | $516.4K | 0.03% | −502−2.4% | Reduced |
| Needham Investment Management LLC | 20,000 | $500.4K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 19,600 | $490.4K | 0.01% | +19,600 | New |
| MML Investors Services, LLC | 19,528 | $489.0K | 0.00% | +123+0.6% | Added |
| Worldquant Millennium Advisors LLC | 19,543 | $489.0K | 0.00% | −9,244−32.1% | Reduced |
| NBC Securities, Inc. | 19,404 | $485.0K | 0.04% | +1,123+6.1% | Added |
| Aigen Investment Management, LP | 19,369 | $484.6K | 0.10% | −29,473−60.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 19,292 | $482.7K | 0.01% | +3,152+19.5% | Added |
| CI Private Wealth, LLC | 17,909 | $448.1K | 0.00% | +3,230+22.0% | Added |
| Argyle Capital Management Inc. | 17,774 | $444.7K | 0.18% | +400+2.3% | Added |
| AIA Group Ltd | 17,724 | $443.5K | 0.01% | +5,655+46.9% | Added |
| Mutual Advisors, LLC | 17,827 | $441.0K | 0.01% | −371−2.0% | Reduced |
| Intech Investment Management LLC | 17,522 | $438.4K | 0.00% | −21,138−54.7% | Reduced |
| Quest Partners LLC | 17,327 | $433.5K | 0.04% | −3,825−18.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,293 | $428.2K | 0.00% | −7,817−31.1% | Reduced |
| DekaBank Deutsche Girozentrale | 16,635 | $419.0K | 0.00% | −72,640−81.4% | Reduced |
| Mercer Global Advisors Inc | 17,008 | $418.1K | 0.00% | −2,149−11.2% | Reduced |
| Securian Asset Management, Inc | 16,619 | $415.8K | 0.01% | −100−0.6% | Reduced |
| Wealthspire Advisors, LLC | 16,515 | $413.2K | 0.00% | −1,871−10.2% | Reduced |
| Fulton Bank, N.A. | 15,849 | $396.5K | 0.02% | +866+5.8% | Added |
| Nilsine Partners, LLC | 15,672 | $392.1K | 0.05% | +15,672 | New |
| Kendall Capital Management | 15,655 | $391.7K | 0.12% | +2,585+19.8% | Added |
| Carnegie Capital Asset Management, LLC | 15,313 | $383.1K | 0.01% | −1,338−8.0% | Reduced |
| Ingalls & Snyder LLC | 15,284 | $382.0K | 0.01% | +1,000+7.0% | Added |
| Crossmark Global Holdings, Inc. | 15,099 | $378.0K | 0.01% | −1,005−6.2% | Reduced |
| CWA Asset Management Group, LLC | 14,996 | $375.2K | 0.02% | +14,996 | New |
| Kestra Advisory Services, LLC | 14,848 | $371.5K | 0.00% | +14,848 | New |
| Vestcor Inc | 14,728 | $368.0K | 0.01% | −42,209−74.1% | Reduced |
| PFG Investments, LLC | 14,690 | $367.5K | 0.02% | +70.0% | Added |
| EP Wealth Advisors, LLC | 14,443 | $361.4K | 0.00% | +14,443 | New |
| The PNC Financial Services Group, Inc. | 14,330 | $358.5K | 0.00% | −6,948−32.7% | Reduced |
| Consolidated Portfolio Review Corp | 14,304 | $357.9K | 0.08% | +168+1.2% | Added |
| AE Wealth Management LLC | 14,050 | $351.6K | 0.00% | −203,076−93.5% | Reduced |
| Spirit of America Management Corp | 14,000 | $350.3K | 0.07% | 00.0% | Unchanged |
| V2 Financial group LLC | 13,966 | $349.4K | 0.23% | +567+4.2% | Added |
| United Services Automobile Association | 13,710 | $343.0K | 0.01% | −3,223−19.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 13,352 | $334.1K | 0.00% | +1,585+13.5% | Added |
| BKD Wealth Advisors, LLC | 13,072 | $327.1K | 0.01% | −524−3.9% | Reduced |
| Portman Square Capital LLP | 12,897 | $322.7K | 0.11% | +12,897 | New |
| Lazard Asset Management LLC | 12,895 | $322.0K | 0.00% | −3,745−22.5% | Reduced |
| IMC-Chicago, LLC | 12,676 | $317.2K | 0.01% | +12,676 | New |
| Wetherby Asset Management Inc | 12,299 | $307.7K | 0.01% | −153−1.2% | Reduced |
| SG Americas Securities, LLC | 12,053 | $302.0K | 0.00% | +4,404+57.6% | Added |
| Private Advisor Group, LLC | 12,017 | $300.6K | 0.00% | −4,973−29.3% | Reduced |
| Maryland State Retirement & Pension System | 11,995 | $300.1K | 0.01% | −3,931−24.7% | Reduced |
| Scientech Research LLC | 11,965 | $299.4K | 0.06% | −48,065−80.1% | Reduced |
| Captrust Financial Advisors | 11,947 | $298.9K | 0.00% | +1,414+13.4% | Added |
| Epoch Investment Partners, Inc. | 11,893 | $297.6K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 11,811 | $295.5K | 0.02% | +11,811 | New |
| Jump Financial, LLC | 11,747 | $293.9K | 0.01% | −96,097−89.1% | Reduced |
| Panagora Asset Management Inc | 11,744 | $293.8K | 0.00% | −199−1.7% | Reduced |
| Alpha Omega Wealth Management LLC | 11,579 | $289.7K | 0.05% | +194+1.7% | Added |
| Ellis Investment Partners, LLC | 11,557 | $289.2K | 0.06% | −301−2.5% | Reduced |
| Utah Retirement Systems | 11,500 | $287.7K | 0.00% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 11,373 | $284.6K | 0.78% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 11,254 | $282.0K | 0.02% | −12,795−53.2% | Reduced |
| Park Avenue Securities LLC | 11,248 | $281.0K | 0.00% | +1,329+13.4% | Added |
| Bryn Mawr Trust Co | 11,120 | $278.2K | 0.00% | +11,120 | New |
| Impact Partnership Wealth, LLC | 10,872 | $272.0K | 0.06% | +10,872 | New |
| First Citizens Bank & Trust Co | 10,853 | $271.5K | 0.01% | +953+9.6% | Added |