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, Q4 2024
Institutional positions in Ugi Corp as of Dec 31, 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
- 510
- +43 vs. Q3 2024
- Shares held
- 197.2M
- +16.1M (+8.9%) vs. Q3 2024
- Total value
- $5.59B
- +$1.04B (+22.9%) vs. Q3 2024
- New holders
- 91
- 183 more added
- Sold out
- 48
- 146 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1 | $14 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 4 | $113 | 0.00% | +4 | New |
| Clearstead Advisors, LLC | 7 | $198 | 0.00% | +7 | New |
| New Millennium Group LLC | 7 | $198 | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 8 | $226 | 0.00% | +8 | New |
| Capital A Wealth Management, LLC | 12 | $339 | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 14 | $395 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $396 | 0.00% | +6+75.0% | Added |
| WealthTrak Capital Management LLC | 15 | $424 | 0.00% | +15 | New |
| Bullock Wealth Management Group | 15 | $430 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 19 | $536 | 0.00% | +19 | New |
| NBC Securities, Inc. | 19 | $550 | 0.05% | −19,385−99.9% | Reduced |
| Brown Brothers Harriman & Co | 21 | $593 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 21 | $593 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 22 | $621 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $706 | 0.00% | −5−16.7% | Reduced |
| Rothschild Investment LLC | 25 | $706 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 27 | $762 | 0.00% | +3+12.5% | Added |
| Whipplewood Advisors, LLC | 28 | $790 | 0.00% | +28 | New |
| DiNuzzo Private Wealth, Inc. | 29 | $819 | 0.00% | −1−3.3% | Reduced |
| Coastline Trust Co | 30 | $847 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $1.35K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 55 | $1.55K | 0.00% | +15+37.5% | Added |
| Bruce G. Allen Investments, LLC | 57 | $1.61K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 63 | $1.80K | 0.00% | +63 | New |
| CBIZ Investment Advisory Services, LLC | 68 | $1.93K | 0.00% | +1+1.5% | Added |
| Sachetta, LLC | 70 | $1.98K | 0.00% | −127−64.5% | Reduced |
| Sound Income Strategies, LLC | 80 | $2.26K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 80 | $2.26K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $2.40K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 90 | $2.54K | 0.00% | +90 | New |
| Kessler Investment Group, LLC | 91 | $2.57K | 0.00% | −221−70.8% | Reduced |
| Armstrong Advisory Group, Inc | 97 | $2.74K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.82K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $2.82K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 105 | $2.96K | 0.00% | +105 | New |
| Hemington Wealth Management | 127 | $3.00K | 0.00% | +57+81.4% | Added |
| GPS Wealth Strategies Group, LLC | 115 | $3.25K | 0.00% | −95−45.2% | Reduced |
| Bell Investment Advisors, Inc | 121 | $3.42K | 0.00% | −48−28.4% | Reduced |
| Larson Financial Group LLC | 127 | $3.58K | 0.00% | +119+1,487.5% | Added |
| North Star Investment Management Corp. | 130 | $3.67K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 131 | $3.70K | 0.00% | −3,639−96.5% | Reduced |
| AdvisorNet Financial, Inc | 137 | $3.87K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 139 | $3.92K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 140 | $3.96K | 0.00% | +140 | New |
| Toth Financial Advisory Corp | 150 | $4.24K | 0.00% | +150 | New |
| Guardian Wealth Management, Inc. | 151 | $4.26K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 152 | $4.29K | 0.00% | +141+1,281.8% | Added |
| Prestige Wealth Management Group LLC | 163 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 163 | $4.66K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 170 | $4.80K | 0.00% | +170 | New |
| Creative Financial Designs Inc | 193 | $5.45K | 0.00% | +3+1.6% | Added |
| Rakuten Securities, Inc. | 200 | $5.65K | 0.00% | +200 | New |
| Central Pacific Bank - Trust Division | 201 | $5.67K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 213 | $6.01K | 0.00% | −128−37.5% | Reduced |
| Parkside Financial Bank & Trust | 213 | $6.01K | 0.00% | +31+17.0% | Added |
| Glass Jacobson Investment Advisors llc | 214 | $6.04K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 217 | $6.13K | 0.00% | +217 | New |
| Eagle Bay Advisors LLC | 218 | $6.24K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 223 | $6.30K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 230 | $6.49K | 0.00% | +230 | New |
| Johnson Financial Group, Inc. | 215 | $6.61K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 247 | $6.97K | 0.00% | +162+190.6% | Added |
| JNBA Financial Advisors | 266 | $7.51K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 299 | $8.44K | 0.00% | +213+247.7% | Added |
| Estabrook Capital Management | 300 | $8.47K | 0.00% | −300−50.0% | Reduced |
| AllSquare Wealth Management LLC | 307 | $8.67K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 328 | $9.26K | 0.00% | +328 | New |
| Natixis | 380 | $10.7K | 0.00% | +308+427.8% | Added |
| FNY Investment Advisers, LLC | 400 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 423 | $11.9K | 0.01% | +423 | New |
| Geneos Wealth Management Inc. | 468 | $13.2K | 0.00% | −10−2.1% | Reduced |
| True Wealth Design, LLC | 469 | $13.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 473 | $13.4K | 0.00% | +217+84.8% | Added |
| Bokf, NA | 476 | $13.5K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 515 | $14.5K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 607 | $15.2K | 0.00% | +607 | New |
| Elequin Capital LP | 557 | $15.7K | 0.00% | −52−8.5% | Reduced |
| Transce3nd, LLC | 603 | $17.0K | 0.01% | +603 | New |
| Bogart Wealth, LLC | 614 | $17.3K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $17.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 637 | $18.0K | 0.00% | −637−50.0% | Reduced |
| Asset Dedication, LLC | 642 | $18.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 690 | $19.5K | 0.00% | +34+5.2% | Added |
| Plato Investment Management Ltd | 700 | $19.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $20.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $20.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 766 | $21.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 758 | $21.4K | 0.00% | +371+95.9% | Added |
| Principal Securities, Inc. | 764 | $21.6K | 0.00% | −733−49.0% | Reduced |
| United Community Bank | 845 | $23.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 855 | $24.0K | 0.02% | +3+0.4% | Added |
| Bessemer Group Inc | 893 | $25.0K | 0.00% | +611+216.7% | Added |
| Altshuler Shaham Ltd | 897 | $25.3K | 0.00% | +897 | New |
| Whittier Trust Co | 899 | $25.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 912 | $25.7K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 950 | $26.8K | 0.00% | +950 | New |
| S.A. Mason LLC | 960 | $27.1K | 0.01% | +960 | New |