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 |
|---|---|---|---|---|---|
| WealthTrak Capital Management LLC | 15 | $424 | 0.00% | +15 | New |
| MV Capital Management, Inc. | 14 | $396 | 0.00% | +6+75.0% | Added |
| Financial Management Professionals, Inc. | 14 | $395 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 12 | $339 | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 8 | $226 | 0.00% | +8 | New |
| Clearstead Advisors, LLC | 7 | $198 | 0.00% | +7 | New |
| New Millennium Group LLC | 7 | $198 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 4 | $113 | 0.00% | +4 | New |
| REAP Financial Group, LLC | 1 | $14 | 0.00% | +1 | New |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −982,728−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −320,161−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −104,016−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −70,592−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −67,999−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −57,898−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −56,345−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −50,925−100.0% | Sold out |
| Sasco Capital Inc | 0 | $0 | 0.00% | −48,690−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −47,543−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −43,991−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −26,046−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −37,235−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −32,484−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −32,429−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −32,391−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −30,718−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −29,559−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −28,934−100.0% | Sold out |
| Maren Capital LLC | 0 | $0 | 0.00% | −21,876−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −12,676−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,053−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −11,965−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −11,893−100.0% | Sold out |
| Corundum Trust Company, INC | 0 | $0 | 0.00% | −11,373−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,254−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −10,729−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,546−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −10,376−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −10,088−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −9,747−100.0% | Sold out |
| Select Asset Management & Trust | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −8,796−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,791−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −8,124−100.0% | Sold out |
| Partnership Wealth Management, LLC | 0 | $0 | 0.00% | −6,750−100.0% | Sold out |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Naples Money Management LLC | – | – | – | – | Not filed |
| Peterson Financial Group, Inc. | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |