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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 642 | $16.1K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $15.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $15.4K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 609 | $15.2K | 0.00% | +609 | New |
| Estabrook Capital Management | 600 | $15.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 562 | $14.1K | 0.00% | +66+13.3% | Added |
| Claris Advisors, LLC | 516 | $12.9K | 0.01% | +516 | New |
| Fortis Group Advisors, LLC | 515 | $12.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 478 | $12.0K | 0.00% | +478 | New |
| True Wealth Design, LLC | 469 | $11.7K | 0.00% | +469 | New |
| Bokf, NA | 476 | $11.5K | 0.00% | +476 | New |
| FNY Investment Advisers, LLC | 400 | $10.0K | 0.00% | +400 | New |
| Hexagon Capital Partners LLC | 387 | $9.68K | 0.00% | +387 | New |
| GHP Investment Advisors, Inc. | 341 | $8.53K | 0.00% | +341 | New |
| Kessler Investment Group, LLC | 312 | $7.81K | 0.00% | −550−63.8% | Reduced |
| AllSquare Wealth Management LLC | 307 | $7.68K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 300 | $7.51K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 282 | $7.00K | 0.00% | −29−9.3% | Reduced |
| Capital Advisors, Ltd. LLC | 270 | $7.00K | 0.00% | +17+6.7% | Added |
| JNBA Financial Advisors | 266 | $6.66K | 0.00% | +266 | New |
| FinTrust Capital Advisors, LLC | 264 | $6.61K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 257 | $6.43K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 256 | $6.41K | 0.00% | +3+1.2% | Added |
| PEAK6 Investments LLC | 241 | $6.03K | 0.00% | −57,068−99.6% | Reduced |
| Blume Capital Management, Inc. | 223 | $5.58K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 218 | $5.54K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 215 | $5.46K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 214 | $5.36K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 210 | $5.25K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 201 | $5.03K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 197 | $4.98K | 0.00% | +2+1.0% | Added |
| Creative Financial Designs Inc | 190 | $4.75K | 0.00% | +3+1.6% | Added |
| Parkside Financial Bank & Trust | 182 | $4.55K | 0.00% | −12−6.2% | Reduced |
| Bell Investment Advisors, Inc | 169 | $4.23K | 0.00% | −24−12.4% | Reduced |
| Prestige Wealth Management Group LLC | 163 | $4.14K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 163 | $4.14K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 151 | $3.78K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 139 | $3.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 137 | $3.43K | 0.00% | +111+426.9% | Added |
| Naples Money Management LLC | 132 | $3.30K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 130 | $3.25K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.50K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $2.50K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 97 | $2.43K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 97 | $2.42K | 0.01% | +97 | New |
| Private Wealth Management Group, LLC | 86 | $2.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $2.13K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 85 | $2.13K | 0.00% | +85 | New |
| Capital Performance Advisors LLP | 84 | $2.10K | 0.00% | +84 | New |
| Sound Income Strategies, LLC | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 80 | $2.00K | 0.00% | +80 | New |
| Natixis | 72 | $1.80K | 0.00% | −249−77.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 67 | $1.69K | 0.00% | +1+1.5% | Added |
| Jaffetilchin Investment Partners, LLC | 63 | $1.58K | 0.00% | +63 | New |
| Bruce G. Allen Investments, LLC | 57 | $1.43K | 0.00% | +44+338.5% | Added |
| Raffa Wealth Management, LLC | 48 | $1.20K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 48 | $1.20K | 0.00% | +48 | New |
| Spire Wealth Management | 40 | $1.00K | 0.00% | +12+42.9% | Added |
| Picton Mahoney Asset Management | 48 | $1.00K | 0.00% | +48 | New |
| Hemington Wealth Management | 70 | $1.00K | 0.00% | +70 | New |
| SJS Investment Consulting Inc. | 30 | $751 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $751 | 0.00% | +2+7.1% | Added |
| Coastline Trust Co | 30 | $751 | 0.00% | +30 | New |
| Rothschild Investment LLC | 25 | $626 | 0.00% | +5+25.0% | Added |
| Assetmark, Inc | 24 | $600 | 0.00% | +2+9.1% | Added |
| CVA Family Office, LLC | 22 | $550 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 21 | $525 | 0.00% | +21 | New |
| Mather Group, LLC. | 21 | $525 | 0.00% | +21 | New |
| Bullock Wealth Management Group | 15 | $374 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 11 | $275 | 0.00% | −859−98.7% | Reduced |
| MV Capital Management, Inc. | 8 | $201 | 0.00% | +6+300.0% | Added |
| Larson Financial Group LLC | 8 | $200 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 3 | $76 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $0 | 0.00% | +10 | New |
| Flputnam Investment Management Co | 1,200 | – | – | −1,775−59.7% | Reduced |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −5,314,367−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −444,619−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −145,352−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −122,956−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −122,869−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −118,601−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −108,486−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Stolper Co | 0 | $0 | 0.00% | −79,916−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −67,304−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −66,015−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −58,806−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −58,546−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −58,100−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −48,018−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −42,700−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −40,203−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −32,827−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −28,874−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −27,864−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −26,750−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,757−100.0% | Sold out |