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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $27.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 973 | $27.5K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 975 | $27.5K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,025 | $28.9K | 0.00% | −15−1.4% | Reduced |
| Flagship Wealth Advisors, LLC | 1,049 | $29.6K | 0.02% | +1,049 | New |
| Kimelman & Baird, LLC | 1,050 | $29.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,099 | $31.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $33.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,237 | $34.9K | 0.00% | +163+15.2% | Added |
| MAI Capital Management | 1,255 | $35.4K | 0.00% | +1,255 | New |
| Golden State Wealth Management, LLC | 1,258 | $35.5K | 0.01% | +1,258 | New |
| Vision Financial Markets LLC | 1,275 | $36.0K | 0.04% | +1,275 | New |
| SBI Securities Co., Ltd. | 1,309 | $37.0K | 0.00% | +1,309 | New |
| Umb Bank N A | 1,345 | $38.0K | 0.00% | +540+67.1% | Added |
| Hantz Financial Services, Inc. | 1,398 | $39.0K | 0.00% | −11−0.8% | Reduced |
| Anderson Financial Strategies, LLC | 1,466 | $41.4K | 0.02% | +1,466 | New |
| Duncker Streett & Co Inc | 1,500 | $42.3K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,500 | $42.3K | 0.00% | +1,500 | New |
| Transcendent Capital Group LLC | 1,567 | $44.2K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,603 | $45.1K | 0.00% | +25+1.6% | Added |
| Atlas Capital Advisors LLC | 1,642 | $46.4K | 0.01% | +1,642 | New |
| McClarren Financial Advisors, Inc. | 1,700 | $48.0K | 0.13% | +1,700 | New |
| Parvin Asset Management, LLC | 1,750 | $49.4K | 0.05% | +1,750 | New |
| Fairman Group, LLC | 1,785 | $51.1K | 0.04% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $51.7K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,836 | $51.8K | 0.00% | +1,040+130.7% | Added |
| Fifth Third Bancorp | 1,957 | $55.2K | 0.00% | −138−6.6% | Reduced |
| IFP Advisors, Inc | 1,963 | $55.4K | 0.00% | −2,698−57.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,968 | $56.0K | 0.01% | +1,698+628.9% | Added |
| Massmutual Trust Co FSB | 2,052 | $57.9K | 0.00% | +17+0.8% | Added |
| Stonebridge Financial Group, LLC | 2,078 | $58.7K | 0.01% | +2,078 | New |
| MCF Advisors LLC | 2,250 | $63.5K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,250 | $63.5K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 2,395 | $67.6K | 0.01% | −14,932−86.2% | Reduced |
| R Squared Ltd | 2,470 | $69.7K | 0.07% | +2,470 | New |
| Tompkins Financial Corp | 2,524 | $71.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,503 | $75.7K | 0.00% | +28+1.1% | Added |
| Jones Financial Companies LLLP | 2,732 | $77.1K | 0.00% | +858+45.8% | Added |
| Walleye Capital LLC | 2,759 | $77.9K | 0.00% | −45,059−94.2% | Reduced |
| Security National Bank | 2,896 | $81.8K | 0.01% | +2,896 | New |
| Lindbrook Capital, LLC | 2,978 | $84.1K | 0.01% | −135−4.3% | Reduced |
| Proequities, Inc. | 2,794 | $84.5K | 0.00% | +1,103+65.2% | Added |
| Coppell Advisory Solutions LLC | 3,010 | $84.8K | 0.01% | +2,078+223.0% | Added |
| Riggs Asset Managment Co. Inc. | 3,037 | $85.5K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,185 | $90.0K | 0.04% | −922−22.4% | Reduced |
| Parallel Advisors, LLC | 3,278 | $92.6K | 0.00% | −934−22.2% | Reduced |
| Ronald Blue Trust, Inc. | 3,412 | $96.3K | 0.00% | +101+3.1% | Added |
| Central Trust Co | 3,425 | $96.7K | 0.00% | −500−12.7% | Reduced |
| St Germain D J Co Inc | 3,600 | $101.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,600 | $101.6K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,749 | $105.8K | 0.01% | +491+15.1% | Added |
| Hartford Financial Management Inc. | 3,755 | $106.0K | 0.02% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 4,000 | $112.9K | 0.12% | +4,000 | New |
| Farther Finance Advisors, LLC | 4,150 | $117.2K | 0.00% | +2,077+100.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,207 | $118.8K | 0.00% | +200+5.0% | Added |
| Global Retirement Partners, LLC | 4,324 | $122.1K | 0.00% | −161−3.6% | Reduced |
| Nomura Asset Management Co Ltd | 4,500 | $127.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,746 | $134.0K | 0.01% | −74−1.5% | Reduced |
| CIBC Private Wealth Group, LLC | 4,816 | $137.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,995 | $141.0K | 0.01% | +2,294+84.9% | Added |
| JFS Wealth Advisors, LLC | 5,882 | $166.0K | 0.01% | +5+0.1% | Added |
| Ci Investments Inc. | 6,090 | $172.0K | 0.00% | +804+15.2% | Added |
| Signaturefd, LLC | 6,840 | $193.1K | 0.00% | −1,045−13.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 6,999 | $197.6K | 0.00% | +244+3.6% | Added |
| Cornerstone Select Advisors, LLC | 7,089 | $200.1K | 0.19% | +7,089 | New |
| Davenport & Co LLC | 7,102 | $200.5K | 0.00% | +7,102 | New |
| Lauer Wealth, LLC | 7,140 | $201.6K | 0.13% | +7,140 | New |
| Good Life Advisors, LLC | 7,145 | $201.7K | 0.01% | +7,145 | New |
| HB Wealth Management, LLC | 7,613 | $214.9K | 0.00% | +7,613 | New |
| Merit Financial Group, LLC | 7,620 | $215.1K | 0.00% | +7,620 | New |
| Beirne Wealth Consulting Services, LLC | 7,524 | $215.2K | 0.08% | +7,524 | New |
| Mutual Advisors, LLC | 7,291 | $218.6K | 0.01% | −10,536−59.1% | Reduced |
| GAMMA Investing LLC | 7,825 | $220.9K | 0.02% | +1,505+23.8% | Added |
| EverSource Wealth Advisors, LLC | 8,063 | $227.6K | 0.01% | +1,260+18.5% | Added |
| Metis Global Partners, LLC | 8,145 | $229.9K | 0.01% | −1,046−11.4% | Reduced |
| New Age Alpha Advisors, LLC | 8,183 | $231.0K | 0.01% | +8,183 | New |
| Chesley Taft & Associates LLC | 8,280 | $233.7K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,399 | $234.1K | 0.01% | +10+0.1% | Added |
| Beacon Financial Group | 8,436 | $238.1K | 0.03% | −2,399−22.1% | Reduced |
| Meeder Advisory Services, Inc. | 8,442 | $238.3K | 0.01% | −139−1.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,486 | $239.6K | 0.03% | −391−4.4% | Reduced |
| Shelton Capital Management | 8,538 | $241.0K | 0.01% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 8,540 | $241.1K | 0.00% | +3,817+80.8% | Added |
| Pitcairn Co | 8,810 | $248.7K | 0.01% | −3,001−25.4% | Reduced |
| Abel Hall, LLC | 8,829 | $249.2K | 0.16% | −50−0.6% | Reduced |
| CFS Investment Advisory Services, LLC | 8,921 | $252.0K | 0.02% | −129−1.4% | Reduced |
| Bleakley Financial Group, LLC | 8,950 | $252.7K | 0.01% | +8,950 | New |
| Ellis Investment Partners, LLC | 9,079 | $256.3K | 0.05% | −2,478−21.4% | Reduced |
| Huntleigh Advisors, Inc. | 9,454 | $266.9K | 0.06% | +9,454 | New |
| EMC Capital Management | 9,488 | $268.0K | 0.15% | +8,488+848.8% | Added |
| Private Advisor Group, LLC | 9,578 | $270.4K | 0.00% | −2,439−20.3% | Reduced |
| Sigma Planning Corp | 9,775 | $275.9K | 0.01% | −406−4.0% | Reduced |
| Captrust Financial Advisors | 9,995 | $282.2K | 0.00% | −1,952−16.3% | Reduced |
| Needham Investment Management LLC | 10,000 | $282.3K | 0.02% | −10,000−50.0% | Reduced |
| State of Wyoming | 10,005 | $282.4K | 0.04% | +444+4.6% | Added |
| Connable Office Inc | 10,041 | $283.5K | 0.03% | 00.0% | Unchanged |
| Howland Capital Management LLC | 10,000 | $286.1K | 0.01% | 00.0% | Unchanged |
| Greenland Capital Management LP | 10,230 | $288.8K | 0.06% | +10,230 | New |
| HBK Sorce Advisory LLC | 10,253 | $289.4K | 0.01% | +1,075+11.7% | Added |
| Shell Asset Management Co | 10,537 | $297.0K | 0.01% | −28,620−73.1% | Reduced |