Skip to main content
Livermore
Livermore
ZHEN

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.

Q4 2024 vs. Q3 2024

How the institutions holding Ugi Corp changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of UGI: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders4769510+43
Shares181.3M204.2K197.2M+16.1M (+8.9%)
Value$4.55B$5.11M$5.59B+$1.04B (+22.9%)

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (91)

Institutions that held Ugi Corp at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to UGI in Q4 2024
InstitutionSharesValue% of portfolio
Lansforsakringar Fondforvaltning AB (publ)3,008,291$84.9M0.47%
Corvex Management LP1,960,815$55.4M2.01%
Loomis Sayles & Co L P649,814$18.3M0.02%
Winton Group Ltd457,054$12.9M0.86%
Adage Capital Partners GP, L.L.C.425,000$12.0M0.02%
Universal- Beteiligungs- und Servicegesellschaft mbH368,689$10.4M0.02%
Cyndeo Wealth Partners, LLC255,965$7.23M0.49%
Raymond James Financial Inc241,585$6.82M0.00%
Bank of Nova Scotia182,600$5.15M0.01%
Hudson Bay Capital Management LP175,000$4.94M0.03%
Verition Fund Management LLC157,685$4.45M0.02%
Congress Wealth Management LLC138,508$3.91M0.05%
Edgestream Partners, L.P.126,368$3.57M0.15%
KLP Kapitalforvaltning AS83,300$2.38M0.01%
Police & Firemen's Retirement System of New Jersey78,434$2.21M0.02%
Walleye Trading LLC76,698$2.17M0.04%
Cutter & CO Brokerage, Inc.75,877$2.14M0.52%
Waterloo Capital, L.P.49,787$1.41M0.15%
Qsemble Capital Management, LP47,358$1.34M0.18%
XTX Topco Ltd44,135$1.25M0.10%
Brevan Howard Capital Management LP35,976$1.02M0.03%
Mork Capital Management, LLC35,700$1.01M0.66%
Nomura Holdings Inc28,487$804.2K0.00%
Kingsview Wealth Management, LLC26,215$740.0K0.01%
Harvest Fund Management Co., Ltd25,911$732.0K0.03%
Occudo Quantitative Strategies LP25,548$721.2K0.13%
Inceptionr LLC25,313$714.6K0.16%
Versor Investments LP21,200$598.5K0.10%
Everence Capital Management Inc21,010$593.0K0.04%
Prelude Capital Management, LLC20,611$581.8K0.05%
Wealthedge Investment Advisors, LLC17,267$487.4K0.22%
Colony Group, LLC17,087$482.4K0.00%
Kapitalo Investimentos Ltda16,189$457.0K0.31%
RD Lewis Holdings, Inc.13,453$430.5K0.47%
Grantham, Mayo, Van Otterloo & Co. LLC14,984$423.0K0.00%
Point72 (DIFC) Ltd14,725$415.7K0.04%
Northstar Financial Companies, Inc.14,695$414.9K0.39%
Oppenheimer Asset Management Inc.13,702$386.8K0.00%
Whittier Trust Co of Nevada Inc12,756$360.0K0.01%
Wolverine Trading, LLC12,653$356.3K0.01%
Reston Wealth Management LLC11,541$325.8K0.12%
Greenland Capital Management LP10,230$288.8K0.06%
Huntleigh Advisors, Inc.9,454$266.9K0.06%
Bleakley Financial Group, LLC8,950$252.7K0.01%
New Age Alpha Advisors, LLC8,183$231.0K0.01%
Beirne Wealth Consulting Services, LLC7,524$215.2K0.08%
Merit Financial Group, LLC7,620$215.1K0.00%
HB Wealth Management, LLC7,613$214.9K0.00%
Good Life Advisors, LLC7,145$201.7K0.01%
Lauer Wealth, LLC7,140$201.6K0.13%
Davenport & Co LLC7,102$200.5K0.00%
Cornerstone Select Advisors, LLC7,089$200.1K0.19%
Mountain Hill Investment Partners Corp.4,000$112.9K0.12%
Security National Bank2,896$81.8K0.01%
R Squared Ltd2,470$69.7K0.07%
Stonebridge Financial Group, LLC2,078$58.7K0.01%
Parvin Asset Management, LLC1,750$49.4K0.05%
McClarren Financial Advisors, Inc.1,700$48.0K0.13%
Atlas Capital Advisors LLC1,642$46.4K0.01%
Quintet Private Bank (Europe) S.A.1,500$42.3K0.00%
Anderson Financial Strategies, LLC1,466$41.4K0.02%
SBI Securities Co., Ltd.1,309$37.0K0.00%
Vision Financial Markets LLC1,275$36.0K0.04%
Golden State Wealth Management, LLC1,258$35.5K0.01%
MAI Capital Management1,255$35.4K0.00%
Flagship Wealth Advisors, LLC1,049$29.6K0.02%
S.A. Mason LLC960$27.1K0.01%
GeoWealth Management, LLC950$26.8K0.00%
Altshuler Shaham Ltd897$25.3K0.00%
Transce3nd, LLC603$17.0K0.01%
Synergy Financial Management, LLC607$15.2K0.00%
Sierra Ocean, LLC423$11.9K0.01%
Continuum Advisory, LLC328$9.26K0.00%
TCTC Holdings, LLC230$6.49K0.00%
High Note Wealth, LLC217$6.13K0.00%
Rakuten Securities, Inc.200$5.65K0.00%
SWAN Capital LLC170$4.80K0.00%
Toth Financial Advisory Corp150$4.24K0.00%
Newbridge Financial Services Group, Inc.140$3.96K0.00%
WPG Advisers, LLC105$2.96K0.00%
Park Square Financial Group, LLC90$2.54K0.00%
Studio Investment Management LLC63$1.80K0.00%
Whipplewood Advisors, LLC28$7900.00%
MPWM Advisory Solutions, LLC19$5360.00%
WealthTrak Capital Management LLC15$4240.00%
Capital A Wealth Management, LLC12$3390.00%
Global Financial Private Client, LLC8$2260.00%
Clearstead Advisors, LLC7$1980.00%
New Millennium Group LLC7$1980.00%
Parkworth Wealth Management, Inc.4$1130.00%
REAP Financial Group, LLC1$140.00%

Sold out (48)

Institutions that held Ugi Corp at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of UGI in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
NFJ Investment Group, LLC982,728$24.6M
D. E. Shaw & Co., Inc.320,161$8.01M
Kovitz Investment Group Partners, LLC104,016$2.59M
Campbell & CO Investment Adviser LLC70,592$1.77M
MUFG Securities EMEA plc67,999$1.70M
Teza Capital Management LLC57,898$1.45M
Symphony Financial, Ltd. Co.56,345$1.40M
Axq Capital, LP50,925$1.27M
Sasco Capital Inc48,690$1.22M
CWM Advisors, LLC47,543$1.19M
Trexquant Investment LP43,991$1.10M
International Assets Investment Management, LLC26,046$1.04M
Dynamic Technology Lab Private Ltd37,235$931.0K
Aquatic Capital Management LLC32,500$813.1K
Centiva Capital, LP32,484$812.8K
Entropy Technologies, LP32,429$811.4K
Engineers Gate Manager LP32,391$810.4K
Graham Capital Management, L.P.30,718$768.6K
Bailard, Inc.29,559$739.6K
Bridgewater Associates, LP28,934$723.9K
Maren Capital LLC21,876$547.3K
IMC-Chicago, LLC12,676$317.2K
SG Americas Securities, LLC12,053$302.0K
Scientech Research LLC11,965$299.4K
Epoch Investment Partners, Inc.11,893$297.6K
Corundum Trust Company, INC11,373$284.6K
Gsa Capital Partners LLP11,254$282.0K
Toroso Investments, LLC10,729$268.4K
Sherbrooke Park Advisers LLC10,546$263.9K
GTS Securities LLC10,376$259.6K
Steel Peak Wealth Management LLC10,088$256.1K
Daiwa Securities Group Inc.10,000$250.0K
IHT Wealth Management, LLC9,747$241.9K
Select Asset Management & Trust9,400$235.0K
Summit Trail Advisors, LLC8,796$223.7K
Group One Trading, L.P.8,791$220.0K
Krane Funds Advisors LLC8,124$203.3K
Partnership Wealth Management, LLC6,750$168.9K
Millburn Ridgefield Corp2,205$55.2K
Stone House Investment Management, LLC708$17.7K
Optiver Holding B.V.648$16.2K
Claris Advisors, LLC516$12.9K
Credit Agricole S A300$7.51K
Main Street Group, LTD257$6.43K
Capital Performance Advisors LLP84$2.10K
Jaffetilchin Investment Partners, LLC63$1.58K
Ashton Thomas Securities, LLC48$1.20K
Flputnam Investment Management Co1,200–

Not filed for Q4 2024 yet (9)

Institutions that held Ugi Corp at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates160,451$4.01M
Raymond James Financial Services Advisors, Inc.41,522$1.04M
Abich Financial Wealth Management LLC925$23.1K
M&R Capital Management Inc562$14.1K
FinTrust Capital Advisors, LLC264$6.61K
PEAK6 Investments LLC241$6.03K
Naples Money Management LLC132$3.30K
Peterson Financial Group, Inc.97$2.42K
First Personal Financial Services3$76