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 |
|---|---|---|---|---|---|
| MAI Capital Management | 1,255 | $35.4K | 0.00% | +1,255 | New |
| Northwestern Mutual Wealth Management Co | 1,237 | $34.9K | 0.00% | +163+15.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $33.9K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,099 | $31.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,050 | $29.6K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,049 | $29.6K | 0.02% | +1,049 | New |
| Private Trust Co NA | 1,025 | $28.9K | 0.00% | −15−1.4% | Reduced |
| Caitlin John, LLC | 975 | $27.5K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 973 | $27.5K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $27.2K | 0.00% | 00.0% | Unchanged |
| S.A. Mason LLC | 960 | $27.1K | 0.01% | +960 | New |
| GeoWealth Management, LLC | 950 | $26.8K | 0.00% | +950 | New |
| LRI Investments, LLC | 912 | $25.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 899 | $25.4K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 897 | $25.3K | 0.00% | +897 | New |
| Bessemer Group Inc | 893 | $25.0K | 0.00% | +611+216.7% | Added |
| Covestor Ltd | 855 | $24.0K | 0.02% | +3+0.4% | Added |
| United Community Bank | 845 | $23.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 764 | $21.6K | 0.00% | −733−49.0% | Reduced |
| Hexagon Capital Partners LLC | 758 | $21.4K | 0.00% | +371+95.9% | Added |
| Valley National Advisers Inc | 766 | $21.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $20.9K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $20.3K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 700 | $19.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 690 | $19.5K | 0.00% | +34+5.2% | Added |
| Asset Dedication, LLC | 642 | $18.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 637 | $18.0K | 0.00% | −637−50.0% | Reduced |
| Morton Brown Family Wealth, LLC | 627 | $17.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $17.3K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 603 | $17.0K | 0.01% | +603 | New |
| Elequin Capital LP | 557 | $15.7K | 0.00% | −52−8.5% | Reduced |
| Synergy Financial Management, LLC | 607 | $15.2K | 0.00% | +607 | New |
| Fortis Group Advisors, LLC | 515 | $14.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 476 | $13.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 473 | $13.4K | 0.00% | +217+84.8% | Added |
| True Wealth Design, LLC | 469 | $13.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 468 | $13.2K | 0.00% | −10−2.1% | Reduced |
| Sierra Ocean, LLC | 423 | $11.9K | 0.01% | +423 | New |
| FNY Investment Advisers, LLC | 400 | $11.0K | 0.01% | 00.0% | Unchanged |
| Natixis | 380 | $10.7K | 0.00% | +308+427.8% | Added |
| Continuum Advisory, LLC | 328 | $9.26K | 0.00% | +328 | New |
| AllSquare Wealth Management LLC | 307 | $8.67K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 300 | $8.47K | 0.00% | −300−50.0% | Reduced |
| Private Wealth Management Group, LLC | 299 | $8.44K | 0.00% | +213+247.7% | Added |
| JNBA Financial Advisors | 266 | $7.51K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 247 | $6.97K | 0.00% | +162+190.6% | Added |
| Johnson Financial Group, Inc. | 215 | $6.61K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 230 | $6.49K | 0.00% | +230 | New |
| Blume Capital Management, Inc. | 223 | $6.30K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 218 | $6.24K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 217 | $6.13K | 0.00% | +217 | New |
| Glass Jacobson Investment Advisors llc | 214 | $6.04K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 213 | $6.01K | 0.00% | +31+17.0% | Added |
| GHP Investment Advisors, Inc. | 213 | $6.01K | 0.00% | −128−37.5% | Reduced |
| Central Pacific Bank - Trust Division | 201 | $5.67K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 200 | $5.65K | 0.00% | +200 | New |
| Creative Financial Designs Inc | 193 | $5.45K | 0.00% | +3+1.6% | Added |
| SWAN Capital LLC | 170 | $4.80K | 0.00% | +170 | New |
| Prestige Wealth Management Group LLC | 163 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 163 | $4.66K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 152 | $4.29K | 0.00% | +141+1,281.8% | Added |
| Guardian Wealth Management, Inc. | 151 | $4.26K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 150 | $4.24K | 0.00% | +150 | New |
| Newbridge Financial Services Group, Inc. | 140 | $3.96K | 0.00% | +140 | New |
| Harbour Investments, Inc. | 139 | $3.92K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 137 | $3.87K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 131 | $3.70K | 0.00% | −3,639−96.5% | Reduced |
| North Star Investment Management Corp. | 130 | $3.67K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 127 | $3.58K | 0.00% | +119+1,487.5% | Added |
| Bell Investment Advisors, Inc | 121 | $3.42K | 0.00% | −48−28.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 115 | $3.25K | 0.00% | −95−45.2% | Reduced |
| Hemington Wealth Management | 127 | $3.00K | 0.00% | +57+81.4% | Added |
| WPG Advisers, LLC | 105 | $2.96K | 0.00% | +105 | New |
| McIlrath & Eck, LLC | 100 | $2.82K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $2.82K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 97 | $2.74K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 91 | $2.57K | 0.00% | −221−70.8% | Reduced |
| Park Square Financial Group, LLC | 90 | $2.54K | 0.00% | +90 | New |
| Farmers & Merchants Investments Inc | 85 | $2.40K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 80 | $2.26K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 80 | $2.26K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $1.98K | 0.00% | −127−64.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 68 | $1.93K | 0.00% | +1+1.5% | Added |
| Studio Investment Management LLC | 63 | $1.80K | 0.00% | +63 | New |
| Bruce G. Allen Investments, LLC | 57 | $1.61K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 55 | $1.55K | 0.00% | +15+37.5% | Added |
| Raffa Wealth Management, LLC | 48 | $1.35K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 30 | $847 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $819 | 0.00% | −1−3.3% | Reduced |
| Whipplewood Advisors, LLC | 28 | $790 | 0.00% | +28 | New |
| Assetmark, Inc | 27 | $762 | 0.00% | +3+12.5% | Added |
| SJS Investment Consulting Inc. | 25 | $706 | 0.00% | −5−16.7% | Reduced |
| Rothschild Investment LLC | 25 | $706 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 22 | $621 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 21 | $593 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 21 | $593 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 19 | $550 | 0.05% | −19,385−99.9% | Reduced |
| MPWM Advisory Solutions, LLC | 19 | $536 | 0.00% | +19 | New |
| Bullock Wealth Management Group | 15 | $430 | 0.00% | 00.0% | Unchanged |