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 |
|---|---|---|---|---|---|
| Beacon Financial Group | 10,835 | $271.1K | 0.03% | −982−8.3% | Reduced |
| Toroso Investments, LLC | 10,729 | $268.4K | 0.00% | −29,528−73.3% | Reduced |
| V-Square Quantitative Management LLC | 10,603 | $265.3K | 0.04% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 10,546 | $263.9K | 0.06% | −4,089−27.9% | Reduced |
| US Bancorp | 10,438 | $261.1K | 0.00% | −1,654−13.7% | Reduced |
| GTS Securities LLC | 10,376 | $259.6K | 0.01% | −9,849−48.7% | Reduced |
| Steel Peak Wealth Management LLC | 10,088 | $256.1K | 0.01% | +1,118+12.5% | Added |
| Sigma Planning Corp | 10,181 | $254.7K | 0.01% | −1,831−15.2% | Reduced |
| Howland Capital Management LLC | 10,000 | $254.3K | 0.01% | −1,000−9.1% | Reduced |
| EMC Capital Management | 1,000 | $252.0K | 0.21% | −8,488−89.5% | Reduced |
| Connable Office Inc | 10,041 | $251.2K | 0.03% | +10,041 | New |
| Daiwa Securities Group Inc. | 10,000 | $250.0K | 0.00% | +4,300+75.4% | Added |
| IHT Wealth Management, LLC | 9,747 | $241.9K | 0.01% | +9,747 | New |
| State of Wyoming | 9,561 | $239.2K | 0.03% | −2,804−22.7% | Reduced |
| Select Asset Management & Trust | 9,400 | $235.0K | 0.09% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,389 | $234.9K | 0.01% | −58−0.6% | Reduced |
| Accurate Wealth Management, LLC | 9,106 | $230.7K | 0.05% | −1,017−10.0% | Reduced |
| Metis Global Partners, LLC | 9,191 | $230.0K | 0.01% | −890−8.8% | Reduced |
| HBK Sorce Advisory LLC | 9,178 | $229.6K | 0.01% | +375+4.3% | Added |
| CFS Investment Advisory Services, LLC | 9,050 | $226.0K | 0.02% | −669−6.9% | Reduced |
| Summit Trail Advisors, LLC | 8,796 | $223.7K | 0.01% | −262−2.9% | Reduced |
| Abel Hall, LLC | 8,879 | $222.2K | 0.15% | +52+0.6% | Added |
| Linden Thomas Advisory Services, LLC | 8,877 | $222.1K | 0.03% | +8,877 | New |
| Group One Trading, L.P. | 8,791 | $220.0K | 0.01% | −9,592−52.2% | Reduced |
| Meeder Advisory Services, Inc. | 8,581 | $214.7K | 0.01% | +8,581 | New |
| Shelton Capital Management | 8,538 | $213.6K | 0.01% | +8,538 | New |
| Ieq Capital, LLC | 8,510 | $212.9K | 0.00% | +8,510 | New |
| Penn Mutual Asset Management, LLC | 8,500 | $212.7K | 0.42% | +8,500 | New |
| Chesley Taft & Associates LLC | 8,280 | $207.2K | 0.01% | +8,280 | New |
| Krane Funds Advisors LLC | 8,124 | $203.3K | 0.01% | −9,764−54.6% | Reduced |
| Signaturefd, LLC | 7,885 | $197.3K | 0.00% | +531+7.2% | Added |
| EverSource Wealth Advisors, LLC | 6,803 | $170.2K | 0.01% | +201+3.0% | Added |
| Cullen/Frost Bankers, Inc. | 6,755 | $169.0K | 0.00% | −915−11.9% | Reduced |
| Partnership Wealth Management, LLC | 6,750 | $168.9K | 0.12% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,320 | $158.1K | 0.02% | +3,693+140.6% | Added |
| CWM, LLC | 6,196 | $155.0K | 0.00% | −1,419−18.6% | Reduced |
| JFS Wealth Advisors, LLC | 5,877 | $147.0K | 0.01% | +18+0.3% | Added |
| Ci Investments Inc. | 5,286 | $132.0K | 0.00% | −412−7.2% | Reduced |
| Tower Research Capital LLC (TRC) | 4,836 | $121.0K | 0.00% | −2,864−37.2% | Reduced |
| Quadrant Capital Group LLC | 4,820 | $120.6K | 0.01% | −124−2.5% | Reduced |
| CIBC Private Wealth Group, LLC | 4,816 | $120.5K | 0.00% | −3,371−41.2% | Reduced |
| First Eagle Investment Management, LLC | 4,723 | $118.2K | 0.00% | −3,262,935−99.9% | Reduced |
| IFP Advisors, Inc | 4,661 | $116.6K | 0.00% | −11,512−71.2% | Reduced |
| Nomura Asset Management Co Ltd | 4,500 | $112.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,485 | $112.2K | 0.00% | −809−15.3% | Reduced |
| Parallel Advisors, LLC | 4,212 | $105.4K | 0.00% | +403+10.6% | Added |
| Hazlett, Burt & Watson, Inc. | 4,107 | $103.0K | 0.05% | +15+0.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,007 | $100.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3,925 | $98.2K | 0.00% | +1,125+40.2% | Added |
| Meeder Asset Management Inc | 3,770 | $94.3K | 0.01% | +3,770 | New |
| Hartford Financial Management Inc. | 3,755 | $94.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Venturi Wealth Management, LLC | 3,258 | $81.5K | 0.00% | +3,059+1,537.2% | Added |
| Lindbrook Capital, LLC | 3,113 | $77.9K | 0.01% | +25+0.8% | Added |
| Riggs Asset Managment Co. Inc. | 3,037 | $76.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,311 | $75.8K | 0.00% | +1,295+64.2% | Added |
| Quent Capital, LLC | 2,701 | $67.5K | 0.01% | +90+3.4% | Added |
| Tompkins Financial Corp | 2,524 | $63.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,475 | $61.9K | 0.00% | −30−1.2% | Reduced |
| 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 |
| Millburn Ridgefield Corp | 2,205 | $55.2K | 0.00% | +2,205 | New |
| Fifth Third Bancorp | 2,095 | $52.4K | 0.00% | +220+11.7% | Added |
| Farther Finance Advisors, LLC | 2,073 | $51.9K | 0.00% | +1,358+189.9% | Added |
| Massmutual Trust Co FSB | 2,035 | $50.9K | 0.00% | +46+2.3% | Added |
| Jones Financial Companies LLLP | 1,874 | $46.7K | 0.00% | +1,441+332.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $45.8K | 0.01% | +1,000+120.5% | Added |
| Fairman Group, LLC | 1,785 | $45.3K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 1,691 | $42.9K | 0.00% | +3+0.2% | Added |
| Smartleaf Asset Management LLC | 1,578 | $39.3K | 0.00% | −5,031−76.1% | Reduced |
| Transcendent Capital Group LLC | 1,567 | $39.2K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,500 | $37.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,497 | $37.5K | 0.00% | +40+2.7% | Added |
| Hantz Financial Services, Inc. | 1,409 | $35.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,354 | $33.9K | 0.00% | −2,494−64.8% | Reduced |
| Concord Wealth Partners | 1,274 | $31.9K | 0.01% | +637+100.0% | Added |
| American National Bank | 1,099 | $27.5K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $27.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,074 | $26.9K | 0.00% | −266−19.9% | Reduced |
| Kimelman & Baird, LLC | 1,050 | $26.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,040 | $26.0K | 0.00% | +142+15.8% | Added |
| Deseret Mutual Benefit Administrators | 973 | $24.3K | 0.01% | +236+32.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $23.7K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 932 | $23.2K | 0.00% | +928+23,200.0% | Added |
| Abich Financial Wealth Management LLC | 925 | $23.1K | 0.05% | +925 | New |
| Caitlin John, LLC | 975 | $22.9K | 0.01% | +2+0.2% | Added |
| Whittier Trust Co | 899 | $22.5K | 0.00% | −299−25.0% | Reduced |
| Covestor Ltd | 852 | $22.0K | 0.01% | −3,309−79.5% | Reduced |
| LRI Investments, LLC | 912 | $21.2K | 0.00% | +228+33.3% | Added |
| United Community Bank | 845 | $21.1K | 0.01% | +90+11.9% | Added |
| Umb Bank N A | 805 | $20.1K | 0.00% | +578+254.6% | Added |
| SRS Capital Advisors, Inc. | 796 | $19.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 766 | $19.0K | 0.00% | −93−10.8% | Reduced |
| Caldwell Trust Co | 741 | $18.5K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 708 | $17.7K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 700 | $17.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 656 | $16.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 648 | $16.2K | 0.00% | +648 | New |