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Disclosery

UGI UGI CORP NEW

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Stock (common), issuer CIK 884614

498 managers (510 13F filers) reported a position in UGI shares at 2024-12-31, 197,168,757 shares in all. 63 filers opened a position and 49 filers sold out during the quarter.

Managers
498
13F filers
510
New
63
Added
183
Reduced
146
Sold out
49
Shares held by filers
197,168,757

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WRIGHT INVESTORS SERVICE INC37,206$1.05M0.34%+48413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…35,976$1.02M0.03%new13F-HRTimelineGroup
BCM ADVISORS, LLC32,225$1.01M0.23%013F-HRTimeline
Mork Capital Management, LLC35,700$1.01M0.66%new13F-HRTimeline
Argyle Capital Management, LLC35,174$993K0.39%+17,40013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…34,532$975K<0.01%+7,64313F-HR/ATimeline
Jump Financial, LLCin group Jump Financial, LLC34,158$964K0.02%+22,41113F-HRTimelineGroup
XPONANCE LLC34,038$961K0.01%+11,02013F-HRTimeline
IEQ CAPITAL, LLC33,938$958K0.01%+25,42813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding32,987$931K+28,487Timeline
Empowered Funds, LLC32,548$919K0.01%-105,04913F-HRTimeline
Pacer Advisors, Inc.32,009$904K<0.01%+72713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,947$902K<0.01%-1,02213F-HRTimelineGroup
Man Group plcin group Man Group plc30,896$872K<0.01%-148,13913F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd29,989$847K0.06%-87,04013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd29,648$838K0.02%-44313F-HRTimelineGroup
Investors Research Corp29,625$836K0.18%-17513F-HRTimeline
Atria Investments, Inc29,535$834K0.01%-1,90813F-HRTimeline
Abundance Wealth Counselors29,514$833K0.18%+50513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,160$832K<0.01%+8,47713F-HR/ATimelineGroup
Aigen Investment Management, LP28,961$818K0.14%+9,59213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28,860$815K0.01%+11,56713F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…28,728$811K0.16%+2,89113F-HRTimelineGroup
SIMPLEX TRADING, LLC28,479$803K0.02%-3,07613F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC27,967$790K<0.01%-19,49213F-HRTimelineGroup
Invst, LLC27,944$789K0.1%+47413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC27,578$779K0.01%+10,05613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT27,524$777K0.01%-4,04813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC27,079$774K0.07%-31613F-HRTimeline
Kingsview Wealth Management, LLC26,215$740K0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …25,911$732K0.03%new13F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP25,548$721K0.13%new13F-HRTimeline
INCEPTIONR LLC25,313$715K0.16%new13F-HRTimeline
Cetera Investment Advisers25,207$712K<0.01%+52313F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS24,910$703K<0.01%-45,80113F-HRTimeline
State of Alaska, Department of Revenue24,476$690K0.01%+16513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,972$677K<0.01%-3,48913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV23,218$655K<0.01%+6,21013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…22,952$648K<0.01%-30113F-HRTimeline
Kendall Capital Management22,520$636K0.19%+6,86513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK22,496$635K<0.01%-3,29713F-HRTimelineGroup
STOREBRAND ASSET MANAGEMENT AS21,600$610K<0.01%013F-HRTimeline
CHOREO, LLC21,129$601K0.01%-2,87913F-HRTimeline
Versor Investments LP21,200$598K0.1%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC21,010$593K0.04%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…20,947$591K0.01%+16,11113F-HRTimelineGroup
CORNERCAP INVESTMENT COUNSEL INC20,753$586K0.19%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC20,611$582K0.05%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,598$553K0.02%-213F-HRTimelineGroup
WORLDQUANT MILLENNIUM ADVISORS LLC19,543$552K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP19,006$537K<0.01%+1,09713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,888$533K<0.01%-64013F-HRTimeline
CWA Asset Management Group, LLC18,843$532K0.03%+3,84713F-HRTimeline
Nilsine Partners, LLC18,318$517K0.06%+2,64613F-HRTimeline
AE Wealth Management LLC18,189$514K<0.01%+4,13913F-HRTimeline
IFG Advisory, LLC18,190$514K0.03%-2,44813F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,094$511K<0.01%+3,24613F-HRTimelineGroup
AIA Group Ltdin group AIA Group Ltd18,047$509K0.01%+32313F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.17,314$489K0.01%-6,58813F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC17,267$487K0.22%13F-HRTimeline
Steward Partners Investment Advisory, L…17,259$487K<0.01%+15,90513F-HRTimeline
Wealthspire Advisors, LLC17,251$487K<0.01%+73613F-HRTimeline
Vestcor Inc17,221$486K0.02%+2,49313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth17,087$482K<0.01%new13F-HR/ATimelineGroup
DekaBank Deutsche Girozentrale16,635$467K<0.01%013F-HRTimeline
EP Wealth Advisors, LLC16,391$463K<0.01%+1,94813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC16,297$460K<0.01%+3,40213F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC16,230$458K0.01%-38913F-HRTimeline
Kapitalo Investimentos Ltda16,189$457K0.31%new13F-HRTimeline
Fulton Bank, N.A.15,960$451K0.02%+11113F-HRTimeline
V2 Financial group LLC15,500$438K0.27%+1,53413F-HRTimeline
Carnegie Investment Counsel15,313$432K0.01%013F-HRTimeline
INGALLS & SNYDER LLC15,284$431K0.02%013F-HRTimeline
RD Lewis Holdings, Inc.13,453$430K0.47%13F-HRTimeline
Crossmark Global Holdings, Inc.15,079$425K0.01%-2013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC14,984$423K<0.01%new13F-HRTimeline
Point72 (DIFC) Ltd14,725$416K0.04%new13F-HRTimeline
Northstar Financial Companies, Inc.14,695$415K0.39%13F-HRTimeline
V-Square Quantitative Management LLC14,408$411K0.06%+3,80513F-HRTimeline
Penn Mutual Asset Management14,500$409K0.74%+6,00013F-HRTimeline
Alpha Omega Wealth Management LLC14,377$406K0.08%+2,79813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…14,271$403K<0.01%-5913F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY14,000$395K0.08%013F-HRTimeline
CWM, LLCin group CWM, LLC13,958$394K<0.01%+7,76213F-HRTimelineGroup
ALGERT GLOBAL LLC13,726$387K0.01%-466,15913F-HR/ATimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…13,710$387K0.01%013F-HRTimelineGroup
&PARTNERS13,036$371K<0.01%-6,25613F-HRTimeline
PANAGORA ASSET MANAGEMENT INC13,082$369K<0.01%+1,33813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC13,072$369K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC12,756$360K0.01%new13F-HRTimeline
WOLVERINE TRADING, LLC12,653$356K0.01%new13F-HRTimeline
Sterling Capital Management LLC12,537$354K<0.01%-9,02113F-HRTimeline
Laird Norton Wetherby Wealth Management…12,423$351K0.02%+12413F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…12,192$344K<0.01%-72,95213F-HRTimelineGroup
Consolidated Portfolio Review Corp12,041$340K0.05%-2,26313F-HRTimeline
Maryland State Retirement & Pension Sys…11,995$339K0.01%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO11,653$329K0.01%+80013F-HRTimeline
PFG Investments, LLC11,630$328K0.02%-3,06013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC11,541$326K0.12%new13F-HRTimeline
Utah Retirement Systems11,500$325K<0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,091$313K<0.01%-15713F-HRTimelineGroup
Accurate Wealth Management, LLC11,023$312K0.06%+1,91713F-HRTimeline
Impact Partnership Wealth, LLC10,859$307K0.06%-1313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,826$306K<0.01%+38813F-HRTimelineGroup
Wilmington Savings Fund Society, FSB10,738$303K0.01%-38213F-HRTimeline
SHELL ASSET MANAGEMENT CO10,537$297K0.01%-28,62013F-HRTimeline
HBK Sorce Advisory LLC10,253$289K0.01%+1,07513F-HRTimeline
Greenland Capital Management LP10,230$289K0.06%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC10,000$286K0.01%013F-HRTimeline
CONNABLE OFFICE INC10,041$283K0.03%013F-HRTimeline
State of Wyoming10,005$282K0.04%+44413F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…10,000$282K0.02%-10,00013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS9,995$282K<0.01%-1,95213F-HRTimeline
Sigma Planning Corp9,775$276K0.01%-40613F-HRTimeline
Private Advisor Group, LLC9,578$270K<0.01%-2,43913F-HRTimeline
EMC Capital Management9,488$268K0.15%+8,48813F-HRTimeline
Huntleigh Advisors, Inc.9,454$267K0.06%13F-HRTimeline
Ellis Investment Partners, LLC9,079$256K0.05%-2,47813F-HRTimeline
Bleakley Financial Group, LLC8,950$253K0.01%new13F-HRTimeline
CFS Investment Advisory Services, LLC8,921$252K0.02%-12913F-HRTimeline
Abel Hall, LLC8,829$249K0.16%-5013F-HRTimeline
PITCAIRN COin group PITCAIRN CO8,810$249K0.01%-3,00113F-HRTimelineGroup
Meeder Advisory Services, Inc.group of 2 filers holding8,573$242K-3,778Timeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…8,540$241K<0.01%+3,81713F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT8,538$241K0.01%013F-HRTimeline
Linden Thomas Advisory Services, LLC8,486$240K0.03%-39113F-HRTimeline
BEACON FINANCIAL GROUP8,436$238K0.03%-2,39913F-HRTimeline
Belpointe Asset Management LLC9,399$234K0.01%+1013F-HRTimeline
Chesley Taft & Associates LLC8,280$234K0.01%013F-HRTimeline
New Age Alpha Advisors, LLC8,183$231K0.01%new13F-HR/ATimeline
Metis Global Partners, LLC8,145$230K0.01%-1,04613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,063$228K0.01%+1,26013F-HRTimelineGroup
GAMMA Investing LLC7,825$221K0.02%+1,50513F-HRTimeline
Mutual Advisors, LLC7,291$219K0.01%-10,53613F-HRTimeline
Beirne Wealth Consulting Services, LLC7,524$215K0.08%new13F-HRTimeline
Merit Financial Group, LLC7,620$215K<0.01%new13F-HRTimeline
HB Wealth Management, LLC7,613$215K<0.01%new13F-HRTimeline
Good Life Advisors, LLC7,145$202K0.01%new13F-HRTimeline
Lauer Wealth, LLC7,140$202K0.13%new13F-HRTimeline
DAVENPORT & Co LLC7,102$200K<0.01%new13F-HRTimeline
Cornerstone Select Advisors, LLC7,089$200K0.19%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.6,999$198K<0.01%+24413F-HRTimelineGroup
SIGNATUREFD, LLC6,840$193K<0.01%-1,04513F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.6,090$172K<0.01%+80413F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC5,882$166K0.01%+513F-HRTimeline
Quent Capital, LLC4,995$141K0.01%+2,29413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,816$137K<0.01%013F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC4,746$134K0.01%-7413F-HRTimeline
Global Retirement Partners, LLC4,324$122K<0.01%-16113F-HRTimeline
Avior Wealth Management, LLC4,207$119K<0.01%+20013F-HRTimeline
Farther Finance Advisors, LLC4,150$117K<0.01%+2,07713F-HRTimeline
Mountain Hill Investment Partners Corp.4,000$113K0.12%13F-HRTimeline
Hartford Financial Management Inc.3,755$106K0.02%013F-HRTimeline
Venturi Wealth Management, LLC3,749$106K0.01%+49113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,600$102K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co3,600$102K0.04%013F-HRTimeline
CENTRAL TRUST Co3,425$96.7K<0.01%-50013F-HRTimeline
Blue Trust, Inc.3,412$96.3K<0.01%+10113F-HR/ATimeline
Parallel Advisors, LLC3,278$92.6K<0.01%-93413F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,185$90K0.04%-92213F-HRTimeline
Riggs Asset Managment Co. Inc.3,037$85.5K0.02%013F-HRTimeline
Coppell Advisory Solutions LLC3,010$84.8K0.01%+2,07813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,794$84.5K<0.01%+1,10313F-HRTimeline
Lindbrook Capital, LLC2,978$84.1K0.01%-13513F-HRTimeline
Security National Bank2,896$81.8K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,732$77.1K<0.01%+85813F-HRTimelineGroup
Allworth Financial LP2,503$75.7K<0.01%+2813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,524$71.3K0.01%013F-HRTimelineGroup
R Squared Ltd2,470$69.7K0.07%13F-HRTimeline
AlphaQuest LLC2,395$67.6K0.01%-14,93213F-HRTimeline
MCF Advisors LLC2,250$63.5K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,250$63.5K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC2,078$58.7K0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,052$57.9K<0.01%+1713F-HRTimeline
Capital Advisors, Ltd. LLC1,968$56K0.01%+1,69813F-HRTimeline
IFP Advisors, Inc1,963$55.4K<0.01%-2,69813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,957$55.2K<0.01%-13813F-HRTimelineGroup
Arax Advisory Partners1,836$51.8K<0.01%+1,04013F-HRTimeline
Atlantic Edge Private Wealth Management…1,830$51.7K0.02%013F-HRTimeline
Fairman Group, LLC1,785$51.1K0.04%013F-HRTimeline
Parvin Asset Management, LLC1,750$49.4K0.05%13F-HRTimeline
McClarren Financial Advisors, Inc.1,700$48K0.13%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,642$46.4K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1,603$45.1K<0.01%+2513F-HRTimeline
Transcendent Capital Group LLC1,567$44.2K0.02%013F-HRTimeline
DUNCKER STREETT & CO INC1,500$42.3K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.1,500$42.3K<0.01%new13F-HRTimeline
Anderson Financial Strategies, LLC1,466$41.4K0.02%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,398$39K<0.01%-1113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UMB Bank, n.a.1,345$38K<0.01%+54013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SBI Securities Co., Ltd.1,309$37K<0.01%13F-HRTimeline
VISION FINANCIAL MARKETS LLC1,275$36K0.04%13F-HRTimeline
Golden State Wealth Management, LLC1,258$35.5K0.01%13F-HRTimeline
MAI Capital Management1,255$35.4K<0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,102$33.9K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,099$31K<0.01%013F-HRTimeline
Kimelman & Baird, LLC1,050$29.6K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,049$29.6K0.02%13F-HRTimeline
PRIVATE TRUST CO NA1,025$28.9K<0.01%-1513F-HRTimeline
Caitlin John, LLC975$27.5K0.02%013F-HRTimeline