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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 11,995 | $338.6K | 0.01% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 11,653 | $329.0K | 0.01% | +800+7.4% | Added |
| PFG Investments, LLC | 11,630 | $328.3K | 0.02% | −3,060−20.8% | Reduced |
| Reston Wealth Management LLC | 11,541 | $325.8K | 0.12% | +11,541 | New |
| Utah Retirement Systems | 11,500 | $324.6K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,091 | $313.0K | 0.00% | −157−1.4% | Reduced |
| Accurate Wealth Management, LLC | 11,023 | $312.0K | 0.06% | +1,917+21.1% | Added |
| Impact Partnership Wealth, LLC | 10,859 | $306.5K | 0.06% | −13−0.1% | Reduced |
| US Bancorp | 10,826 | $305.6K | 0.00% | +388+3.7% | Added |
| Bryn Mawr Trust Co | 10,738 | $303.1K | 0.01% | −382−3.4% | Reduced |
| Shell Asset Management Co | 10,537 | $297.0K | 0.01% | −28,620−73.1% | Reduced |
| HBK Sorce Advisory LLC | 10,253 | $289.4K | 0.01% | +1,075+11.7% | Added |
| Greenland Capital Management LP | 10,230 | $288.8K | 0.06% | +10,230 | New |
| Howland Capital Management LLC | 10,000 | $286.1K | 0.01% | 00.0% | Unchanged |
| Connable Office Inc | 10,041 | $283.5K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 10,005 | $282.4K | 0.04% | +444+4.6% | Added |
| Needham Investment Management LLC | 10,000 | $282.3K | 0.02% | −10,000−50.0% | Reduced |
| Captrust Financial Advisors | 9,995 | $282.2K | 0.00% | −1,952−16.3% | Reduced |
| Sigma Planning Corp | 9,775 | $275.9K | 0.01% | −406−4.0% | Reduced |
| Private Advisor Group, LLC | 9,578 | $270.4K | 0.00% | −2,439−20.3% | Reduced |
| EMC Capital Management | 9,488 | $268.0K | 0.15% | +8,488+848.8% | Added |
| Huntleigh Advisors, Inc. | 9,454 | $266.9K | 0.06% | +9,454 | New |
| Ellis Investment Partners, LLC | 9,079 | $256.3K | 0.05% | −2,478−21.4% | Reduced |
| Bleakley Financial Group, LLC | 8,950 | $252.7K | 0.01% | +8,950 | New |
| CFS Investment Advisory Services, LLC | 8,921 | $252.0K | 0.02% | −129−1.4% | Reduced |
| Abel Hall, LLC | 8,829 | $249.2K | 0.16% | −50−0.6% | Reduced |
| Pitcairn Co | 8,810 | $248.7K | 0.01% | −3,001−25.4% | Reduced |
| First Eagle Investment Management, LLC | 8,540 | $241.1K | 0.00% | +3,817+80.8% | Added |
| Shelton Capital Management | 8,538 | $241.0K | 0.01% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 8,486 | $239.6K | 0.03% | −391−4.4% | Reduced |
| Meeder Advisory Services, Inc. | 8,442 | $238.3K | 0.01% | −139−1.6% | Reduced |
| Beacon Financial Group | 8,436 | $238.1K | 0.03% | −2,399−22.1% | Reduced |
| Belpointe Asset Management LLC | 9,399 | $234.1K | 0.01% | +10+0.1% | Added |
| Chesley Taft & Associates LLC | 8,280 | $233.7K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 8,183 | $231.0K | 0.01% | +8,183 | New |
| Metis Global Partners, LLC | 8,145 | $229.9K | 0.01% | −1,046−11.4% | Reduced |
| EverSource Wealth Advisors, LLC | 8,063 | $227.6K | 0.01% | +1,260+18.5% | Added |
| GAMMA Investing LLC | 7,825 | $220.9K | 0.02% | +1,505+23.8% | Added |
| Mutual Advisors, LLC | 7,291 | $218.6K | 0.01% | −10,536−59.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 7,524 | $215.2K | 0.08% | +7,524 | New |
| Merit Financial Group, LLC | 7,620 | $215.1K | 0.00% | +7,620 | New |
| HB Wealth Management, LLC | 7,613 | $214.9K | 0.00% | +7,613 | New |
| Good Life Advisors, LLC | 7,145 | $201.7K | 0.01% | +7,145 | New |
| Lauer Wealth, LLC | 7,140 | $201.6K | 0.13% | +7,140 | New |
| Davenport & Co LLC | 7,102 | $200.5K | 0.00% | +7,102 | New |
| Cornerstone Select Advisors, LLC | 7,089 | $200.1K | 0.19% | +7,089 | New |
| Cullen/Frost Bankers, Inc. | 6,999 | $197.6K | 0.00% | +244+3.6% | Added |
| Signaturefd, LLC | 6,840 | $193.1K | 0.00% | −1,045−13.3% | Reduced |
| Ci Investments Inc. | 6,090 | $172.0K | 0.00% | +804+15.2% | Added |
| JFS Wealth Advisors, LLC | 5,882 | $166.0K | 0.01% | +5+0.1% | Added |
| Quent Capital, LLC | 4,995 | $141.0K | 0.01% | +2,294+84.9% | Added |
| CIBC Private Wealth Group, LLC | 4,816 | $137.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,746 | $134.0K | 0.01% | −74−1.5% | Reduced |
| Nomura Asset Management Co Ltd | 4,500 | $127.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,324 | $122.1K | 0.00% | −161−3.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,207 | $118.8K | 0.00% | +200+5.0% | Added |
| Farther Finance Advisors, LLC | 4,150 | $117.2K | 0.00% | +2,077+100.2% | Added |
| Mountain Hill Investment Partners Corp. | 4,000 | $112.9K | 0.12% | +4,000 | New |
| Hartford Financial Management Inc. | 3,755 | $106.0K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,749 | $105.8K | 0.01% | +491+15.1% | Added |
| 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 |
| Central Trust Co | 3,425 | $96.7K | 0.00% | −500−12.7% | Reduced |
| Ronald Blue Trust, Inc. | 3,412 | $96.3K | 0.00% | +101+3.1% | Added |
| Parallel Advisors, LLC | 3,278 | $92.6K | 0.00% | −934−22.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,185 | $90.0K | 0.04% | −922−22.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,037 | $85.5K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3,010 | $84.8K | 0.01% | +2,078+223.0% | Added |
| Proequities, Inc. | 2,794 | $84.5K | 0.00% | +1,103+65.2% | Added |
| Lindbrook Capital, LLC | 2,978 | $84.1K | 0.01% | −135−4.3% | Reduced |
| Security National Bank | 2,896 | $81.8K | 0.01% | +2,896 | New |
| Walleye Capital LLC | 2,759 | $77.9K | 0.00% | −45,059−94.2% | Reduced |
| Jones Financial Companies LLLP | 2,732 | $77.1K | 0.00% | +858+45.8% | Added |
| Allworth Financial LP | 2,503 | $75.7K | 0.00% | +28+1.1% | Added |
| Tompkins Financial Corp | 2,524 | $71.3K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 2,470 | $69.7K | 0.07% | +2,470 | New |
| Quest Partners LLC | 2,395 | $67.6K | 0.01% | −14,932−86.2% | Reduced |
| 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 |
| Stonebridge Financial Group, LLC | 2,078 | $58.7K | 0.01% | +2,078 | New |
| Massmutual Trust Co FSB | 2,052 | $57.9K | 0.00% | +17+0.8% | Added |
| Capital Advisors, Ltd. LLC | 1,968 | $56.0K | 0.01% | +1,698+628.9% | Added |
| IFP Advisors, Inc | 1,963 | $55.4K | 0.00% | −2,698−57.9% | Reduced |
| Fifth Third Bancorp | 1,957 | $55.2K | 0.00% | −138−6.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,836 | $51.8K | 0.00% | +1,040+130.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $51.7K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 1,785 | $51.1K | 0.04% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 1,750 | $49.4K | 0.05% | +1,750 | New |
| McClarren Financial Advisors, Inc. | 1,700 | $48.0K | 0.13% | +1,700 | New |
| Atlas Capital Advisors LLC | 1,642 | $46.4K | 0.01% | +1,642 | New |
| Smartleaf Asset Management LLC | 1,603 | $45.1K | 0.00% | +25+1.6% | Added |
| Transcendent Capital Group LLC | 1,567 | $44.2K | 0.02% | 00.0% | Unchanged |
| 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 |
| Anderson Financial Strategies, LLC | 1,466 | $41.4K | 0.02% | +1,466 | New |
| Hantz Financial Services, Inc. | 1,398 | $39.0K | 0.00% | −11−0.8% | Reduced |
| Umb Bank N A | 1,345 | $38.0K | 0.00% | +540+67.1% | Added |
| SBI Securities Co., Ltd. | 1,309 | $37.0K | 0.00% | +1,309 | New |
| Vision Financial Markets LLC | 1,275 | $36.0K | 0.04% | +1,275 | New |
| Golden State Wealth Management, LLC | 1,258 | $35.5K | 0.01% | +1,258 | New |