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Livermore
Livermore
ZHEN

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.

Q1 2025 vs. Q4 2024

How the institutions holding Ugi Corp changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of UGI: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders5104565+59
Shares197.2M634.9K194.7M−1.84M (−0.9%)
Value$5.59B$17.9M$6.44B+$874.9M (+15.7%)

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (113)

Institutions that held Ugi Corp at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 113 by value.

Institutions new to UGI in Q1 2025
InstitutionSharesValue% of portfolio
HG Vora Capital Management, LLC1,000,000$33.1M3.38%
Nuveen, LLC634,649$21.0M0.01%
Point72 Asset Management, L.P.256,993$8.50M0.02%
St. James Investment Company, LLC238,860$7.90M1.32%
Meritage Portfolio Management156,510$5.18M0.34%
Bridgewater Associates, LP134,296$4.44M0.02%
Virginia Retirement Systems Et Al96,400$3.19M0.02%
D. E. Shaw & Co., Inc.93,476$3.09M0.00%
Leuthold Group, LLC93,388$3.09M0.40%
Entropy Technologies, LP77,321$2.56M0.25%
Ilex Capital Partners (UK) LLP71,882$2.38M0.10%
Axq Capital, LP69,210$2.29M0.92%
Arrowstreet Capital, Limited Partnership60,449$2.00M0.00%
Sciencast Management LP60,251$1.99M0.46%
Loudon Investment Management, LLC53,105$1.76M1.00%
Chase Investment Counsel Corp50,593$1.67M0.61%
Advisors Preferred, LLC47,770$1.60M0.21%
D.A. Davidson & Co.45,551$1.51M0.01%
Caisse de Depot Et Placement du Quebec44,000$1.46M0.00%
Fox Run Management, L.L.C.41,594$1.38M0.21%
Elo Mutual Pension Insurance Co40,475$1.34M0.03%
Aquatic Capital Management LLC37,972$1.26M0.03%
Atom Investors LP36,340$1.20M0.15%
Dynamic Technology Lab Private Ltd34,750$1.15M0.17%
SG Americas Securities, LLC33,980$1.12M0.00%
Advisor Resource Council35,192$1.05M0.09%
GWN Securities Inc.29,152$1.01M0.06%
Clear Harbor Asset Management, LLC27,592$912.5K0.07%
FIL Ltd24,255$802.1K0.00%
Exchange Traded Concepts, LLC24,109$797.3K0.01%
Measured Wealth Private Client Group, LLC20,040$662.7K0.21%
Landscape Capital Management, L.L.C.19,152$633.4K0.06%
Wolverine Asset Management LLC18,783$621.2K0.01%
Atria Wealth Solutions, Inc.17,706$586.0K0.01%
Maridea Wealth Management LLC17,468$577.7K0.19%
Bayforest Capital Ltd17,262$570.9K0.25%
Convergence Investment Partners, LLC16,365$541.2K0.15%
Apella Capital, LLC17,282$540.4K0.02%
QRG Capital Management, Inc.16,142$533.8K0.01%
Scientech Research LLC15,603$516.0K0.14%
National Bank of Canada14,891$492.3K0.00%
NewEdge Wealth, LLC14,570$481.8K0.01%
Two Sigma Securities, LLC13,833$457.5K0.07%
SummitTX Capital, L.P.13,665$451.9K0.02%
Oak Thistle LLC12,494$413.2K0.08%
Jefferies Financial Group Inc.11,428$377.9K0.01%
Corundum Trust Company, INC11,373$376.1K1.08%
Truist Financial Corp11,108$367.3K0.00%
J.W. Cole Advisors, Inc.10,328$341.5K0.01%
Sequoia Financial Advisors, LLC10,206$337.5K0.00%
Fullcircle Wealth LLC9,690$316.7K0.13%
Capula Management Ltd9,486$313.7K0.00%
Engineers Gate Manager LP8,791$290.7K0.00%
Horizon Investment Services, LLC8,050$266.2K0.13%
Blueshift Asset Management, LLC7,955$263.1K0.10%
Tectonic Advisors LLC7,890$260.9K0.02%
Avantax Advisory Services, Inc.7,859$259.9K0.00%
We Are One Seven, LLC7,627$252.2K0.01%
Gsa Capital Partners LLP7,538$249.0K0.02%
Manchester Financial Inc7,518$248.6K0.06%
Steel Peak Wealth Management LLC7,326$245.1K0.01%
Point72 Asia (Singapore) Pte. Ltd.7,371$243.8K0.06%
Gamco Investors, Inc. Et Al7,200$238.1K0.00%
Sym Financial Corp7,065$233.6K0.03%
Haverford Trust Co7,011$231.9K0.00%
Ballentine Partners, LLC7,002$231.6K0.00%
Red Door Wealth Management, LLC6,966$230.4K0.03%
Fifth Third Wealth Advisors LLC6,942$229.6K0.01%
Jeppson Wealth Management, LLC6,862$226.9K0.08%
Wesbanco Bank Inc6,789$224.5K0.01%
Partnership Wealth Management, LLC6,750$223.2K0.19%
Greenleaf Trust6,664$220.4K0.00%
Change Path, LLC6,631$219.3K0.01%
Diversify Advisory Services, LLC6,609$216.4K0.01%
Custom Index Systems, LLC6,525$215.8K0.11%
Blair William & Co6,516$215.5K0.00%
CIBC Asset Management Inc6,477$214.2K0.00%
Sonora Investment Management Group, LLC6,369$210.6K0.02%
IHT Wealth Management, LLC6,360$210.3K0.01%
Perigon Wealth Management, LLC6,142$203.1K0.01%
Salvus Wealth Management, LLC6,060$200.4K0.13%
Oxford Asset Management LLP6,054$200.2K0.09%
Coldstream Capital Management Inc4,849$160.4K0.00%
Private Wealth Asset Management, LLC3,590$118.7K0.02%
Wealth Preservation Advisors, LLC2,603$86.1K0.06%
Headlands Technologies LLC2,555$84.5K0.01%
South State Corp.1,867$61.7K0.00%
Quarry LP1,528$50.5K0.01%
CSS LLC1,510$49.9K0.00%
Point72 Hong Kong Ltd1,184$39.1K0.00%
CX Institutional911$30.0K0.00%
Kestra Investment Management, LLC856$28.3K0.00%
Stone House Investment Management, LLC657$21.7K0.00%
Arlington Trust Co LLC609$20.1K0.00%
Rise Advisors, LLC475$15.7K0.01%
Atlantic Trust, LLC351$11.6K0.00%
Ogorek Anthony Joseph293$9.00K0.00%
Colonial Trust Advisors100$3.31K0.00%
Costello Asset Management, INC100$3.31K0.00%
West Financial Advisors, LLC100$3.31K0.00%

Sold out (54)

Institutions that held Ugi Corp at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of UGI in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Invenomic Capital Management LP614,910$17.4M
Adage Capital Partners GP, L.L.C.425,000$12.0M
Bank of Nova Scotia182,600$5.15M
Decade Renewable Partners LP163,185$4.61M
Brandywine Global Investment Management, LLC146,781$4.14M
Congress Wealth Management LLC138,508$3.91M
Jane Street Group, LLC90,623$2.56M
Econ Financial Services Corp78,978$2.23M
Nebula Research & Development LLC76,203$2.15M
Portman Square Capital LLP58,202$1.64M
Brevan Howard Capital Management LP35,976$1.02M
Ieq Capital, LLC33,938$958.1K
Pacer Advisors, Inc.32,009$903.6K
Nomura Holdings Inc28,487$804.2K
Invst, LLC27,944$788.9K
Kingsview Wealth Management, LLC26,215$740.0K
Inceptionr LLC25,313$714.6K
Versor Investments LP21,200$598.5K
Cornercap Investment Counsel Inc20,753$585.9K
Kapitalo Investimentos Ltda16,189$457.0K
Ingalls & Snyder LLC15,284$431.0K
Point72 (DIFC) Ltd14,725$415.7K
Algert Global LLC13,726$387.5K
Robeco Institutional Asset Management B.V.12,192$344.2K
Bleakley Financial Group, LLC8,950$252.7K
Abel Hall, LLC8,829$249.2K
New Age Alpha Advisors, LLC8,183$231.0K
Cullen/Frost Bankers, Inc.6,999$197.6K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4,207$118.8K
Mountain Hill Investment Partners Corp.4,000$112.9K
Venturi Wealth Management, LLC3,749$105.8K
St Germain D J Co Inc3,600$101.6K
Proequities, Inc.2,794$84.5K
R Squared Ltd2,470$69.7K
Parvin Asset Management, LLC1,750$49.4K
McClarren Financial Advisors, Inc.1,700$48.0K
Transcendent Capital Group LLC1,567$44.2K
Caitlin John, LLC975$27.5K
GeoWealth Management, LLC950$26.8K
Plato Investment Management Ltd700$19.8K
Concord Wealth Partners637$18.0K
Elequin Capital LP557$15.7K
Synergy Financial Management, LLC607$15.2K
FNY Investment Advisers, LLC400$11.0K
Eagle Bay Advisors LLC218$6.24K
GHP Investment Advisors, Inc.213$6.01K
Central Pacific Bank - Trust Division201$5.67K
Newbridge Financial Services Group, Inc.140$3.96K
Meeder Asset Management Inc131$3.70K
Richard W. Paul & Associates, LLC100$2.82K
Studio Investment Management LLC63$1.80K
Brown Brothers Harriman & Co21$593
New Millennium Group LLC7$198
REAP Financial Group, LLC1$14

Not filed for Q1 2025 yet (4)

Institutions that held Ugi Corp at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC618,133$17.4M
Wetherby Asset Management Inc12,423$350.7K
Global Retirement Partners, LLC4,324$122.1K
Householder Group Estate & Retirement Specialist, LLC10$0