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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 0 | $0 | 0.00% | −19,245−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −17,683−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −17,107−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −14,239−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −12,925−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −12,582−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −12,052−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −10,525−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −10,068−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −9,968−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −9,721−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −9,414−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −9,405−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −9,150−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,541−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −361−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |