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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 10,738 | $303.1K | 0.01% | −382−3.4% | Reduced |
| US Bancorp | 10,826 | $305.6K | 0.00% | +388+3.7% | Added |
| Impact Partnership Wealth, LLC | 10,859 | $306.5K | 0.06% | −13−0.1% | Reduced |
| Accurate Wealth Management, LLC | 11,023 | $312.0K | 0.06% | +1,917+21.1% | Added |
| Park Avenue Securities LLC | 11,091 | $313.0K | 0.00% | −157−1.4% | Reduced |
| Utah Retirement Systems | 11,500 | $324.6K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 11,541 | $325.8K | 0.12% | +11,541 | New |
| PFG Investments, LLC | 11,630 | $328.3K | 0.02% | −3,060−20.8% | Reduced |
| First Citizens Bank & Trust Co | 11,653 | $329.0K | 0.01% | +800+7.4% | Added |
| Maryland State Retirement & Pension System | 11,995 | $338.6K | 0.01% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 12,041 | $339.9K | 0.05% | −2,263−15.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 12,192 | $344.2K | 0.00% | −72,952−85.7% | Reduced |
| Wetherby Asset Management Inc | 12,423 | $350.7K | 0.02% | +124+1.0% | Added |
| Sterling Capital Management LLC | 12,537 | $353.9K | 0.00% | −9,021−41.8% | Reduced |
| Wolverine Trading, LLC | 12,653 | $356.3K | 0.01% | +12,653 | New |
| Whittier Trust Co of Nevada Inc | 12,756 | $360.0K | 0.01% | +12,756 | New |
| BKD Wealth Advisors, LLC | 13,072 | $369.0K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 13,082 | $369.3K | 0.00% | +1,338+11.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,036 | $370.7K | 0.00% | −6,256−32.4% | Reduced |
| Oppenheimer Asset Management Inc. | 13,702 | $386.8K | 0.00% | +13,702 | New |
| United Services Automobile Association | 13,710 | $387.0K | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 13,726 | $387.5K | 0.01% | −466,159−97.1% | Reduced |
| CWM, LLC | 13,958 | $394.0K | 0.00% | +7,762+125.3% | Added |
| Spirit of America Management Corp | 14,000 | $395.2K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,271 | $402.9K | 0.00% | −59−0.4% | Reduced |
| Alpha Omega Wealth Management LLC | 14,377 | $405.9K | 0.08% | +2,798+24.2% | Added |
| Penn Mutual Asset Management, LLC | 14,500 | $409.3K | 0.74% | +6,000+70.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,556 | $410.9K | 0.00% | +1,204+9.0% | Added |
| V-Square Quantitative Management LLC | 14,408 | $410.9K | 0.06% | +3,805+35.9% | Added |
| Northstar Financial Companies, Inc. | 14,695 | $414.9K | 0.39% | +14,695 | New |
| Point72 (DIFC) Ltd | 14,725 | $415.7K | 0.04% | +14,725 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,984 | $423.0K | 0.00% | +14,984 | New |
| Crossmark Global Holdings, Inc. | 15,079 | $425.0K | 0.01% | −20−0.1% | Reduced |
| RD Lewis Holdings, Inc. | 13,453 | $430.5K | 0.47% | +13,453 | New |
| Ingalls & Snyder LLC | 15,284 | $431.0K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 15,313 | $432.3K | 0.01% | 00.0% | Unchanged |
| V2 Financial group LLC | 15,500 | $437.6K | 0.27% | +1,534+11.0% | Added |
| Fulton Bank, N.A. | 15,960 | $450.6K | 0.02% | +111+0.7% | Added |
| Kapitalo Investimentos Ltda | 16,189 | $457.0K | 0.31% | +16,189 | New |
| Securian Asset Management, Inc | 16,230 | $458.2K | 0.01% | −389−2.3% | Reduced |
| Lazard Asset Management LLC | 16,297 | $460.0K | 0.00% | +3,402+26.4% | Added |
| EP Wealth Advisors, LLC | 16,391 | $462.7K | 0.00% | +1,948+13.5% | Added |
| DekaBank Deutsche Girozentrale | 16,635 | $467.0K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 17,087 | $482.4K | 0.00% | +17,087 | New |
| Vestcor Inc | 17,221 | $486.0K | 0.02% | +2,493+16.9% | Added |
| Wealthspire Advisors, LLC | 17,251 | $487.0K | 0.00% | +736+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 17,259 | $487.2K | 0.00% | +15,905+1,174.7% | Added |
| Wealthedge Investment Advisors, LLC | 17,267 | $487.4K | 0.22% | +17,267 | New |
| Stratos Wealth Partners, LTD. | 17,314 | $488.8K | 0.01% | −6,588−27.6% | Reduced |
| AIA Group Ltd | 18,047 | $509.5K | 0.01% | +323+1.8% | Added |
| Kestra Advisory Services, LLC | 18,094 | $510.8K | 0.00% | +3,246+21.9% | Added |
| IFG Advisory, LLC | 18,190 | $513.5K | 0.03% | −2,448−11.9% | Reduced |
| AE Wealth Management LLC | 18,189 | $513.6K | 0.00% | +4,139+29.5% | Added |
| Nilsine Partners, LLC | 18,318 | $517.1K | 0.06% | +2,646+16.9% | Added |
| CWA Asset Management Group, LLC | 18,843 | $531.9K | 0.03% | +3,847+25.7% | Added |
| MML Investors Services, LLC | 18,888 | $533.0K | 0.00% | −640−3.3% | Reduced |
| CI Private Wealth, LLC | 19,006 | $536.5K | 0.00% | +1,097+6.1% | Added |
| Worldquant Millennium Advisors LLC | 19,543 | $551.7K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 19,598 | $553.3K | 0.02% | −20.0% | Reduced |
| Prelude Capital Management, LLC | 20,611 | $581.8K | 0.05% | +20,611 | New |
| Cornercap Investment Counsel Inc | 20,753 | $585.9K | 0.19% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 20,947 | $591.3K | 0.01% | +16,111+333.1% | Added |
| Everence Capital Management Inc | 21,010 | $593.0K | 0.04% | +21,010 | New |
| Versor Investments LP | 21,200 | $598.5K | 0.10% | +21,200 | New |
| RSM US Wealth Management LLC | 21,129 | $601.3K | 0.01% | −2,879−12.0% | Reduced |
| Storebrand Asset Management AS | 21,600 | $609.8K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 22,496 | $635.1K | 0.00% | −3,297−12.8% | Reduced |
| Kendall Capital Management | 22,520 | $635.7K | 0.19% | +6,865+43.9% | Added |
| Public Employees Retirement Association of Colorado | 22,952 | $648.0K | 0.00% | −301−1.3% | Reduced |
| Mercer Global Advisors Inc | 23,218 | $655.4K | 0.00% | +6,210+36.5% | Added |
| Stifel Financial Corp | 23,972 | $676.7K | 0.00% | −3,489−12.7% | Reduced |
| State of Alaska, Department of Revenue | 24,476 | $690.0K | 0.01% | +165+0.7% | Added |
| Teacher Retirement System of Texas | 24,910 | $703.0K | 0.00% | −45,801−64.8% | Reduced |
| Cetera Investment Advisers | 25,207 | $711.6K | 0.00% | +523+2.1% | Added |
| Inceptionr LLC | 25,313 | $714.6K | 0.16% | +25,313 | New |
| Occudo Quantitative Strategies LP | 25,548 | $721.2K | 0.13% | +25,548 | New |
| Harvest Fund Management Co., Ltd | 25,911 | $732.0K | 0.03% | +25,911 | New |
| Kingsview Wealth Management, LLC | 26,215 | $740.0K | 0.01% | +26,215 | New |
| Naples Global Advisors, LLC | 27,079 | $773.8K | 0.07% | −316−1.2% | Reduced |
| Zacks Investment Management | 27,524 | $777.0K | 0.01% | −4,048−12.8% | Reduced |
| Intech Investment Management LLC | 27,578 | $778.5K | 0.01% | +10,056+57.4% | Added |
| Invst, LLC | 27,944 | $788.9K | 0.10% | +474+1.7% | Added |
| Squarepoint Ops LLC | 27,967 | $789.5K | 0.00% | −19,492−41.1% | Reduced |
| Simplex Trading, LLC | 28,479 | $803.0K | 0.02% | −3,076−9.7% | Reduced |
| Nomura Holdings Inc | 28,487 | $804.2K | 0.00% | +28,487 | New |
| Gallagher Fiduciary Advisors, LLC | 28,728 | $811.0K | 0.16% | +2,891+11.2% | Added |
| O'Shaughnessy Asset Management, LLC | 28,860 | $814.7K | 0.01% | +11,567+66.9% | Added |
| Aigen Investment Management, LP | 28,961 | $817.6K | 0.14% | +9,592+49.5% | Added |
| Advisor Group Holdings, Inc. | 30,160 | $832.4K | 0.00% | +8,477+39.1% | Added |
| Abundance Wealth Counselors | 29,514 | $833.0K | 0.18% | +505+1.7% | Added |
| Atria Investments LLC | 29,535 | $833.8K | 0.01% | −1,908−6.1% | Reduced |
| Investors Research Corp | 29,625 | $836.3K | 0.18% | −175−0.6% | Reduced |
| Quadrature Capital Ltd | 29,648 | $837.6K | 0.02% | −443−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 29,989 | $846.6K | 0.06% | −87,040−74.4% | Reduced |
| Man Group plc | 30,896 | $872.2K | 0.00% | −148,139−82.7% | Reduced |
| Baird Financial Group, Inc. | 31,947 | $901.9K | 0.00% | −1,022−3.1% | Reduced |
| Pacer Advisors, Inc. | 32,009 | $903.6K | 0.00% | +727+2.3% | Added |
| Empowered Funds, LLC | 32,548 | $918.8K | 0.01% | −105,049−76.3% | Reduced |
| Ieq Capital, LLC | 33,938 | $958.1K | 0.01% | +25,428+298.8% | Added |
| Xponance, Inc. | 34,038 | $960.9K | 0.01% | +11,020+47.9% | Added |