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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 34,158 | $964.3K | 0.02% | +22,411+190.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,532 | $974.9K | 0.00% | +7,643+28.4% | Added |
| Argyle Capital Management Inc. | 35,174 | $993.0K | 0.39% | +17,400+97.9% | Added |
| Mork Capital Management, LLC | 35,700 | $1.01M | 0.66% | +35,700 | New |
| BCM Advisors, LLC | 32,225 | $1.01M | 0.23% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 35,976 | $1.02M | 0.03% | +35,976 | New |
| Wright Investors Service Inc | 37,206 | $1.05M | 0.34% | +484+1.3% | Added |
| Glenmede Trust Co NA | 39,789 | $1.12M | 0.01% | +17,755+80.6% | Added |
| Schonfeld Strategic Advisors LLC | 40,270 | $1.14M | 0.01% | +8,362+26.2% | Added |
| Applied Finance Capital Management, LLC | 40,560 | $1.15M | 0.05% | +3,459+9.3% | Added |
| Deutsche Bank AG | 42,284 | $1.19M | 0.00% | −351,226−89.3% | Reduced |
| Advisory Services Network, LLC | 42,409 | $1.20M | 0.02% | −165−0.4% | Reduced |
| New Mexico Educational Retirement Board | 42,800 | $1.21M | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 43,001 | $1.21M | 0.04% | −1,045−2.4% | Reduced |
| Oregon Public Employees Retirement Fund | 43,672 | $1.23M | 0.02% | +200+0.5% | Added |
| Csenge Advisory Group | 44,027 | $1.24M | 0.07% | +20,865+90.1% | Added |
| XTX Topco Ltd | 44,135 | $1.25M | 0.10% | +44,135 | New |
| WBI Investments | 44,747 | $1.26M | 0.32% | −31,008−40.9% | Reduced |
| JustInvest LLC | 45,098 | $1.27M | 0.02% | +2,540+6.0% | Added |
| Macquarie Group Ltd | 45,200 | $1.28M | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 45,327 | $1.28M | 0.10% | +259+0.6% | Added |
| Canada Pension Plan Investment Board | 45,384 | $1.28M | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 45,384 | $1.28M | 0.01% | −1,095−2.4% | Reduced |
| First National Trust Co | 46,471 | $1.31M | 0.05% | +20,400+78.2% | Added |
| Code Waechter LLC | 46,927 | $1.32M | 1.16% | +181+0.4% | Added |
| Infrastructure Capital Advisors, LLC | 47,100 | $1.33M | 0.18% | −635,756−93.1% | Reduced |
| Qsemble Capital Management, LP | 47,358 | $1.34M | 0.18% | +47,358 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,415 | $1.34M | 0.01% | +90+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 47,714 | $1.35M | 0.03% | +82+0.2% | Added |
| Mariner, LLC | 48,273 | $1.36M | 0.00% | +19,656+68.7% | Added |
| Alberta Investment Management Corp | 49,600 | $1.40M | 0.01% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 49,787 | $1.41M | 0.15% | +49,787 | New |
| Natixis Advisors, L.P. | 49,830 | $1.41M | 0.00% | +9,549+23.7% | Added |
| State of Michigan Retirement System | 50,858 | $1.44M | 0.01% | −100−0.2% | Reduced |
| Mackenzie Financial Corp | 51,392 | $1.45M | 0.00% | −122,979−70.5% | Reduced |
| Susquehanna International Group, LLP | 52,361 | $1.48M | 0.00% | +3,633+7.5% | Added |
| Creative Planning | 53,168 | $1.50M | 0.00% | +9,095+20.6% | Added |
| Oppenheimer & Co Inc | 53,336 | $1.51M | 0.02% | −282−0.5% | Reduced |
| MSH Capital Advisors LLC | 55,783 | $1.57M | 0.50% | +14,161+34.0% | Added |
| Portman Square Capital LLP | 58,202 | $1.64M | 0.32% | +45,305+351.3% | Added |
| Louisiana State Employees Retirement System | 59,600 | $1.68M | 0.03% | +100+0.2% | Added |
| Cerity Partners LLC | 61,471 | $1.69M | 0.00% | +7,933+14.8% | Added |
| RBF Capital, LLC | 60,000 | $1.69M | 0.09% | −15,000−20.0% | Reduced |
| Amundi | 60,598 | $1.73M | 0.00% | +3,945+7.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,286 | $1.73M | 0.00% | +14,504+31.0% | Added |
| Arizona State Retirement System | 62,305 | $1.76M | 0.01% | +1,945+3.2% | Added |
| Prudential Financial Inc | 63,989 | $1.81M | 0.00% | −79,540−55.4% | Reduced |
| STRS Ohio | 64,273 | $1.81M | 0.01% | −20,809−24.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 66,450 | $1.88M | 0.02% | −3,310−4.7% | Reduced |
| American Century Companies Inc | 68,729 | $1.94M | 0.00% | +26,317+62.1% | Added |
| KBC Group NV | 69,806 | $1.97M | 0.01% | −34,485−33.1% | Reduced |
| Easterly Investment Partners LLC | 70,338 | $1.99M | 0.16% | +11,100+18.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 72,066 | $2.03M | 0.00% | +10,751+17.5% | Added |
| Cutter & CO Brokerage, Inc. | 75,877 | $2.14M | 0.52% | +75,877 | New |
| Nebula Research & Development LLC | 76,203 | $2.15M | 0.25% | +49,678+187.3% | Added |
| Voya Investment Management LLC | 76,348 | $2.16M | 0.00% | −20,348−21.0% | Reduced |
| Walleye Trading LLC | 76,698 | $2.17M | 0.04% | +76,698 | New |
| Police & Firemen's Retirement System of New Jersey | 78,434 | $2.21M | 0.02% | +78,434 | New |
| Public Employees Retirement System of Ohio | 78,798 | $2.22M | 0.01% | −3,281−4.0% | Reduced |
| Econ Financial Services Corp | 78,978 | $2.23M | 1.28% | −5,895−6.9% | Reduced |
| Envestnet Asset Management Inc | 80,633 | $2.28M | 0.00% | −9,680−10.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 81,984 | $2.31M | 0.01% | +19,691+31.6% | Added |
| Nisa Investment Advisors, LLC | 81,262 | $2.32M | 0.01% | −10,228−11.2% | Reduced |
| Hourglass Capital, LLC | 82,520 | $2.33M | 0.64% | +470+0.6% | Added |
| Yousif Capital Management, LLC | 83,376 | $2.35M | 0.03% | −1,744−2.0% | Reduced |
| KLP Kapitalforvaltning AS | 83,300 | $2.38M | 0.01% | +83,300 | New |
| State of New Jersey Common Pension Fund D | 86,137 | $2.43M | 0.01% | +6,177+7.7% | Added |
| Alps Advisors Inc | 86,765 | $2.45M | 0.02% | +12,835+17.4% | Added |
| Ontario Teachers Pension Plan Board | 86,830 | $2.45M | 0.03% | −51,712−37.3% | Reduced |
| Inspire Advisors, LLC | 88,728 | $2.50M | 0.31% | +10,203+13.0% | Added |
| Jane Street Group, LLC | 90,623 | $2.56M | 0.00% | +50,549+126.1% | Added |
| Janus Henderson Group PLC | 92,700 | $2.62M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 93,848 | $2.65M | 0.00% | −16,427−14.9% | Reduced |
| Treasurer of the State of North Carolina | 94,519 | $2.67M | 0.01% | +2,840+3.1% | Added |
| Bill Few Associates, Inc. | 99,987 | $2.82M | 0.99% | −5,494−5.2% | Reduced |
| Ethic Inc. | 101,397 | $2.86M | 0.06% | +6,639+7.0% | Added |
| Amalgamated Bank | 101,917 | $2.88M | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 102,444 | $2.89M | 0.02% | +16,676+19.4% | Added |
| New York State Common Retirement Fund | 105,324 | $2.97M | 0.00% | +1,478+1.4% | Added |
| Quantinno Capital Management LP | 106,574 | $3.01M | 0.03% | +27,804+35.3% | Added |
| Keeley-Teton Advisors, LLC | 106,894 | $3.02M | 0.35% | −4,425−4.0% | Reduced |
| Foster & Motley Inc | 108,836 | $3.07M | 0.20% | +2,370+2.2% | Added |
| HighTower Advisors, LLC | 111,795 | $3.16M | 0.00% | +7,895+7.6% | Added |
| Alaska Permanent Fund Corp | 113,367 | $3.20M | 0.05% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 113,407 | $3.20M | 0.03% | −2,621−2.3% | Reduced |
| ARGA Investment Management, LP | 115,254 | $3.25M | 0.11% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 117,090 | $3.31M | 0.07% | −846−0.7% | Reduced |
| Two Sigma Investments, LP | 121,006 | $3.42M | 0.01% | −243,958−66.8% | Reduced |
| MetLife Investment Management | 121,027 | $3.42M | 0.02% | +10,152+9.2% | Added |
| Pinebridge Investments, L.P. | 121,113 | $3.42M | 0.03% | −78,826−39.4% | Reduced |
| State of Tennessee, Treasury Department | 122,242 | $3.45M | 0.01% | −3,450−2.7% | Reduced |
| Edgestream Partners, L.P. | 126,368 | $3.57M | 0.15% | +126,368 | New |
| South Dakota Investment Council | 128,857 | $3.64M | 0.07% | 00.0% | Unchanged |
| GWM Advisors LLC | 129,938 | $3.67M | 0.02% | +38,179+41.6% | Added |
| SEI Investments Co | 132,395 | $3.74M | 0.00% | −2,208−1.6% | Reduced |
| Edmp, Inc. | 136,327 | $3.85M | 3.65% | +2,869+2.1% | Added |
| Illinois Municipal Retirement Fund | 137,857 | $3.89M | 0.06% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 138,508 | $3.91M | 0.05% | +138,508 | New |
| State of Wisconsin Investment Board | 141,118 | $3.98M | 0.01% | −12,762−8.3% | Reduced |
| Brandywine Global Investment Management, LLC | 146,781 | $4.14M | 0.03% | −6,521−4.3% | Reduced |