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 |
|---|---|---|---|---|---|
| Applied Finance Capital Management, LLC | 40,560 | $1.15M | 0.05% | +3,459+9.3% | Added |
| Schonfeld Strategic Advisors LLC | 40,270 | $1.14M | 0.01% | +8,362+26.2% | Added |
| Glenmede Trust Co NA | 39,789 | $1.12M | 0.01% | +17,755+80.6% | Added |
| Wright Investors Service Inc | 37,206 | $1.05M | 0.34% | +484+1.3% | Added |
| Brevan Howard Capital Management LP | 35,976 | $1.02M | 0.03% | +35,976 | New |
| BCM Advisors, LLC | 32,225 | $1.01M | 0.23% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 35,700 | $1.01M | 0.66% | +35,700 | New |
| Argyle Capital Management Inc. | 35,174 | $993.0K | 0.39% | +17,400+97.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,532 | $974.9K | 0.00% | +7,643+28.4% | Added |
| Jump Financial, LLC | 34,158 | $964.3K | 0.02% | +22,411+190.8% | Added |
| Xponance, Inc. | 34,038 | $960.9K | 0.01% | +11,020+47.9% | Added |
| Ieq Capital, LLC | 33,938 | $958.1K | 0.01% | +25,428+298.8% | Added |
| Empowered Funds, LLC | 32,548 | $918.8K | 0.01% | −105,049−76.3% | Reduced |
| Pacer Advisors, Inc. | 32,009 | $903.6K | 0.00% | +727+2.3% | Added |
| Baird Financial Group, Inc. | 31,947 | $901.9K | 0.00% | −1,022−3.1% | Reduced |
| Man Group plc | 30,896 | $872.2K | 0.00% | −148,139−82.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 29,989 | $846.6K | 0.06% | −87,040−74.4% | Reduced |
| Quadrature Capital Ltd | 29,648 | $837.6K | 0.02% | −443−1.5% | Reduced |
| Investors Research Corp | 29,625 | $836.3K | 0.18% | −175−0.6% | Reduced |
| Atria Investments LLC | 29,535 | $833.8K | 0.01% | −1,908−6.1% | Reduced |
| Abundance Wealth Counselors | 29,514 | $833.0K | 0.18% | +505+1.7% | Added |
| Advisor Group Holdings, Inc. | 30,160 | $832.4K | 0.00% | +8,477+39.1% | Added |
| Aigen Investment Management, LP | 28,961 | $817.6K | 0.14% | +9,592+49.5% | Added |
| O'Shaughnessy Asset Management, LLC | 28,860 | $814.7K | 0.01% | +11,567+66.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 28,728 | $811.0K | 0.16% | +2,891+11.2% | Added |
| Nomura Holdings Inc | 28,487 | $804.2K | 0.00% | +28,487 | New |
| Simplex Trading, LLC | 28,479 | $803.0K | 0.02% | −3,076−9.7% | Reduced |
| Squarepoint Ops LLC | 27,967 | $789.5K | 0.00% | −19,492−41.1% | Reduced |
| Invst, LLC | 27,944 | $788.9K | 0.10% | +474+1.7% | Added |
| Intech Investment Management LLC | 27,578 | $778.5K | 0.01% | +10,056+57.4% | Added |
| Zacks Investment Management | 27,524 | $777.0K | 0.01% | −4,048−12.8% | Reduced |
| Naples Global Advisors, LLC | 27,079 | $773.8K | 0.07% | −316−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 26,215 | $740.0K | 0.01% | +26,215 | New |
| Harvest Fund Management Co., Ltd | 25,911 | $732.0K | 0.03% | +25,911 | New |
| Occudo Quantitative Strategies LP | 25,548 | $721.2K | 0.13% | +25,548 | New |
| Inceptionr LLC | 25,313 | $714.6K | 0.16% | +25,313 | New |
| Cetera Investment Advisers | 25,207 | $711.6K | 0.00% | +523+2.1% | Added |
| Teacher Retirement System of Texas | 24,910 | $703.0K | 0.00% | −45,801−64.8% | Reduced |
| State of Alaska, Department of Revenue | 24,476 | $690.0K | 0.01% | +165+0.7% | Added |
| Stifel Financial Corp | 23,972 | $676.7K | 0.00% | −3,489−12.7% | Reduced |
| Mercer Global Advisors Inc | 23,218 | $655.4K | 0.00% | +6,210+36.5% | Added |
| Public Employees Retirement Association of Colorado | 22,952 | $648.0K | 0.00% | −301−1.3% | Reduced |
| Kendall Capital Management | 22,520 | $635.7K | 0.19% | +6,865+43.9% | Added |
| Commerce Bank | 22,496 | $635.1K | 0.00% | −3,297−12.8% | Reduced |
| Storebrand Asset Management AS | 21,600 | $609.8K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 21,129 | $601.3K | 0.01% | −2,879−12.0% | Reduced |
| Versor Investments LP | 21,200 | $598.5K | 0.10% | +21,200 | New |
| Everence Capital Management Inc | 21,010 | $593.0K | 0.04% | +21,010 | New |
| Tower Research Capital LLC (TRC) | 20,947 | $591.3K | 0.01% | +16,111+333.1% | Added |
| Cornercap Investment Counsel Inc | 20,753 | $585.9K | 0.19% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 20,611 | $581.8K | 0.05% | +20,611 | New |
| Wealthcare Advisory Partners LLC | 19,598 | $553.3K | 0.02% | −20.0% | Reduced |
| Worldquant Millennium Advisors LLC | 19,543 | $551.7K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 19,006 | $536.5K | 0.00% | +1,097+6.1% | Added |
| MML Investors Services, LLC | 18,888 | $533.0K | 0.00% | −640−3.3% | Reduced |
| CWA Asset Management Group, LLC | 18,843 | $531.9K | 0.03% | +3,847+25.7% | Added |
| Nilsine Partners, LLC | 18,318 | $517.1K | 0.06% | +2,646+16.9% | Added |
| AE Wealth Management LLC | 18,189 | $513.6K | 0.00% | +4,139+29.5% | Added |
| IFG Advisory, LLC | 18,190 | $513.5K | 0.03% | −2,448−11.9% | Reduced |
| Kestra Advisory Services, LLC | 18,094 | $510.8K | 0.00% | +3,246+21.9% | Added |
| AIA Group Ltd | 18,047 | $509.5K | 0.01% | +323+1.8% | Added |
| Stratos Wealth Partners, LTD. | 17,314 | $488.8K | 0.01% | −6,588−27.6% | Reduced |
| Wealthedge Investment Advisors, LLC | 17,267 | $487.4K | 0.22% | +17,267 | New |
| Steward Partners Investment Advisory, LLC | 17,259 | $487.2K | 0.00% | +15,905+1,174.7% | Added |
| Wealthspire Advisors, LLC | 17,251 | $487.0K | 0.00% | +736+4.5% | Added |
| Vestcor Inc | 17,221 | $486.0K | 0.02% | +2,493+16.9% | Added |
| Colony Group, LLC | 17,087 | $482.4K | 0.00% | +17,087 | New |
| DekaBank Deutsche Girozentrale | 16,635 | $467.0K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 16,391 | $462.7K | 0.00% | +1,948+13.5% | Added |
| Lazard Asset Management LLC | 16,297 | $460.0K | 0.00% | +3,402+26.4% | Added |
| Securian Asset Management, Inc | 16,230 | $458.2K | 0.01% | −389−2.3% | Reduced |
| Kapitalo Investimentos Ltda | 16,189 | $457.0K | 0.31% | +16,189 | New |
| Fulton Bank, N.A. | 15,960 | $450.6K | 0.02% | +111+0.7% | Added |
| V2 Financial group LLC | 15,500 | $437.6K | 0.27% | +1,534+11.0% | Added |
| Carnegie Capital Asset Management, LLC | 15,313 | $432.3K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 15,284 | $431.0K | 0.02% | 00.0% | Unchanged |
| RD Lewis Holdings, Inc. | 13,453 | $430.5K | 0.47% | +13,453 | New |
| Crossmark Global Holdings, Inc. | 15,079 | $425.0K | 0.01% | −20−0.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 14,984 | $423.0K | 0.00% | +14,984 | New |
| Point72 (DIFC) Ltd | 14,725 | $415.7K | 0.04% | +14,725 | New |
| Northstar Financial Companies, Inc. | 14,695 | $414.9K | 0.39% | +14,695 | New |
| 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 |
| Penn Mutual Asset Management, LLC | 14,500 | $409.3K | 0.74% | +6,000+70.6% | Added |
| Alpha Omega Wealth Management LLC | 14,377 | $405.9K | 0.08% | +2,798+24.2% | Added |
| The PNC Financial Services Group, Inc. | 14,271 | $402.9K | 0.00% | −59−0.4% | Reduced |
| Spirit of America Management Corp | 14,000 | $395.2K | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 13,958 | $394.0K | 0.00% | +7,762+125.3% | Added |
| Algert Global LLC | 13,726 | $387.5K | 0.01% | −466,159−97.1% | Reduced |
| United Services Automobile Association | 13,710 | $387.0K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 13,702 | $386.8K | 0.00% | +13,702 | New |
| Wiley Bros.-Aintree Capital, LLC | 13,036 | $370.7K | 0.00% | −6,256−32.4% | Reduced |
| Panagora Asset Management Inc | 13,082 | $369.3K | 0.00% | +1,338+11.4% | Added |
| BKD Wealth Advisors, LLC | 13,072 | $369.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12,756 | $360.0K | 0.01% | +12,756 | New |
| Wolverine Trading, LLC | 12,653 | $356.3K | 0.01% | +12,653 | New |
| Sterling Capital Management LLC | 12,537 | $353.9K | 0.00% | −9,021−41.8% | Reduced |
| Wetherby Asset Management Inc | 12,423 | $350.7K | 0.02% | +124+1.0% | Added |
| Robeco Institutional Asset Management B.V. | 12,192 | $344.2K | 0.00% | −72,952−85.7% | Reduced |
| Consolidated Portfolio Review Corp | 12,041 | $339.9K | 0.05% | −2,263−15.8% | Reduced |