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Disclosery

UGI UGI CORP NEW

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Stock (common), issuer CIK 884614

555 managers (567 13F filers) reported a position in UGI shares at 2025-03-31, 194,698,580 shares in all. 108 filers opened a position and 53 filers sold out during the quarter.

Managers
555
13F filers
567
New
108
Added
192
Reduced
168
Sold out
53
Shares held by filers
194,698,580

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
O'SHAUGHNESSY ASSET MANAGEMENT, LLC43,960$1.45M0.01%+15,10013F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND43,626$1.44M0.03%-4613F-HRTimeline
AlphaQuest LLC43,547$1.44M0.16%+41,15213F-HRTimeline
Advisory Services Network, LLC43,496$1.44M0.03%+1,08713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\43,328$1.43M<0.01%+1,04413F-HRTimelineGroup
NEW MEXICO EDUCATIONAL RETIREMENT BOARD42,800$1.42M0.05%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…42,266$1.4M0.05%-73513F-HRTimelineGroup
Sterling Capital Management LLC42,181$1.39M0.02%+29,64413F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.41,594$1.38M0.21%new13F-HRTimeline
Steward Partners Investment Advisory, L…41,412$1.37M0.01%+24,15313F-HRTimeline
Elo Mutual Pension Insurance Co40,475$1.34M0.03%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA39,696$1.31M0.01%-9313F-HRTimelineGroup
Aquatic Capital Management LLC37,972$1.26M0.03%new13F-HRTimeline
WRIGHT INVESTORS SERVICE INC36,969$1.22M0.4%-23713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MACKENZIE FINANCIAL CORP36,394$1.2M<0.01%-14,99813F-HRTimeline
Applied Finance Capital Management, LLC36,359$1.2M0.09%-4,20113F-HRTimeline
Atom Investors LP36,340$1.2M0.15%new13F-HRTimeline
Argyle Capital Management, LLC35,924$1.19M0.44%+75013F-HRTimeline
Mork Capital Management, LLC35,700$1.18M0.92%013F-HRTimeline
Dynamic Technology Lab Private Ltd34,750$1.15M0.17%new13F-HRTimeline
Huntleigh Advisors, Inc.34,617$1.14M0.27%+25,16313F-HR/ATimeline
SG Americas Securities, LLC33,980$1.12M<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC34,114$1.12M0.16%+31,10413F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP33,934$1.12M0.15%+8,38613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,240$1.1M<0.01%-1,29213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV32,916$1.09M<0.01%+9,69813F-HRTimeline
Abundance Wealth Counselors32,629$1.08M0.23%+3,11513F-HRTimeline
BCM ADVISORS, LLC32,225$1.08M0.24%013F-HRTimeline
Advisor Resource Council35,192$1.05M0.09%new13F-HRTimeline
XPONANCE LLC31,434$1.04M0.01%-2,60413F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS31,388$1.04M<0.01%+6,47813F-HRTimeline
Empowered Funds, LLC30,925$1.02M0.01%-1,62313F-HRTimeline
GWN SECURITIES INC.29,152$1.01M0.06%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,033$994K<0.01%+11,02713F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT30,038$993K0.01%+2,51413F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd29,648$980K0.02%013F-HRTimelineGroup
Investors Research Corp29,575$978K0.21%-5013F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC29,259$968K0.01%+9,71613F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…28,558$944K0.03%-17013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC28,416$940K<0.01%-487,10213F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC27,710$916K0.01%+13213F-HRTimeline
Clear Harbor Asset Management, LLC27,592$912K0.07%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,394$906K<0.01%-2,76613F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC26,637$890K0.08%-44213F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.26,466$875K0.01%-94,64713F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding26,264$869K-53,193Timeline
Greenland Capital Management LP26,110$863K0.15%+15,88013F-HRTimeline
Cetera Investment Advisers26,079$862K<0.01%+87213F-HRTimeline
Qsemble Capital Management, LP25,566$845K0.09%-21,79213F-HRTimeline
Csenge Advisory Group25,304$839K0.05%-18,72313F-HRTimeline
State of Alaska, Department of Revenue25,171$832K0.01%+69513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,534$811K<0.01%-7,41313F-HRTimelineGroup
FIL Ltdin group FIL Ltd24,255$802K<0.01%new13F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC24,109$797K0.01%new13F-HRTimeline
Kendall Capital Management23,805$787K0.23%+1,28513F-HRTimeline
Man Group plcin group Man Group plc23,620$781K<0.01%-7,27613F-HRTimelineGroup
Code Waechter LLC23,139$765K0.63%-23,78813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…22,952$759K<0.01%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd22,628$748K0.04%-21,50713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth22,584$747K<0.01%+5,49713F-HR/ATimelineGroup
State of Wyoming22,041$729K0.1%+12,03613F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS21,600$714K<0.01%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC21,010$695K0.05%013F-HRTimeline
CHOREO, LLC20,466$685K0.01%-66313F-HRTimeline
AIA Group Ltdin group AIA Group Ltd20,677$684K0.02%+2,63013F-HRTimelineGroup
LANARK FINANCIAL, INC.20,640$682K0.06%+20,62113F-HRTimeline
Measured Wealth Private Client Group, L…20,040$663K0.21%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,865$657K0.02%+26713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK19,218$636K<0.01%-3,27813F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…19,152$633K0.06%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding19,040$630K+946Timeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC18,783$621K0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,041$597K<0.01%-84713F-HRTimeline
Nilsine Partners, LLC18,007$595K0.07%-31113F-HRTimeline
Atria Wealth Solutions, Inc.17,706$586K0.01%new13F-HRTimeline
IFG Advisory, LLC17,598$582K0.03%-59213F-HRTimeline
Wealthspire Advisors, LLC17,574$581K<0.01%+32313F-HRTimeline
Maridea Wealth Management LLC17,468$578K0.19%new13F-HRTimeline
Bayforest Capital Ltd17,262$571K0.25%new13F-HR/ATimeline
EP Wealth Advisors, LLC17,241$570K<0.01%+85013F-HRTimeline
Vestcor Inc17,221$569K0.02%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.17,171$568K0.07%+15,52913F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC16,803$556K<0.01%+1,81913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC16,769$554K<0.01%+47213F-HRTimelineGroup
DekaBank Deutsche Girozentrale16,635$548K<0.01%013F-HRTimeline
CWA Asset Management Group, LLC16,558$548K0.03%-2,28513F-HRTimeline
Convergence Investment Partners, LLC16,365$541K0.15%new13F-HRTimeline
Northstar Financial Companies, Inc.16,361$541K0.59%+1,66613F-HRTimeline
Apella Capital, LLC17,282$540K0.02%new13F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC16,230$537K0.02%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.16,142$534K0.01%new13F-HRTimeline
Fulton Bank, N.A.16,066$531K0.02%+10613F-HRTimeline
Scientech Research LLC15,603$516K0.14%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,244$504K0.01%-2,07013F-HRTimelineGroup
Alpha Omega Wealth Management LLC15,153$501K0.1%+77613F-HRTimeline
Cornerstone Select Advisors, LLC15,102$499K0.47%+8,01313F-HRTimeline
Crossmark Global Holdings, Inc.15,035$497K0.01%-4413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,891$492K<0.01%new13F-HRTimelineGroup
Global Financial Private Client, LLC14,678$485K0.19%+14,67013F-HRTimeline
NewEdge Wealth, LLC14,570$482K0.01%new13F-HRTimeline
Penn Mutual Asset Management14,500$480K0.92%013F-HRTimeline
CWM, LLCin group CWM, LLC14,234$471K<0.01%+27613F-HRTimelineGroup
V-Square Quantitative Management LLC13,844$458K0.07%-56413F-HRTimeline
TWO SIGMA SECURITIES, LLC13,833$457K0.07%new13F-HRTimeline
Carnegie Investment Counsel14,931$456K0.01%-38213F-HRTimeline
QUADRANT CAPITAL GROUP LLC13,733$454K0.02%+8,98713F-HRTimeline
V2 Financial group LLC13,712$453K0.29%-1,78813F-HRTimeline
SummitTX Capital, L.P.13,665$452K0.02%13F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…13,710$451K0.01%013F-HRTimelineGroup
&PARTNERS13,672$449K<0.01%+63613F-HRTimeline
AE Wealth Management LLC13,430$444K<0.01%-4,75913F-HRTimeline
RD Lewis Holdings, Inc.13,243$443K0.5%-21013F-HRTimeline
BEACON FINANCIAL GROUP13,324$441K0.05%+4,88813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,211$437K<0.01%-1,06013F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC12,759$422K<0.01%-32313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC12,721$421K0.01%-35113F-HRTimeline
Oak Thistle LLC12,494$413K0.08%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,925$394K<0.01%+83413F-HRTimelineGroup
Consolidated Portfolio Review Corp11,863$392K0.06%-17813F-HRTimeline
RESTON WEALTH MANAGEMENT LLC11,693$387K0.16%+15213F-HRTimeline
PFG Investments, LLC11,636$385K0.02%+613F-HRTimeline
HBK Sorce Advisory LLC11,634$385K0.01%+1,38113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,550$382K0.01%-9,39713F-HRTimelineGroup
Utah Retirement Systems11,500$380K<0.01%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.11,428$378K0.01%new13F-HRTimelineGroup
Corundum Trust Company, INC11,373$376K1.08%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd11,175$370K0.03%-18,81413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,108$367K<0.01%new13F-HRTimelineGroup
WOLVERINE TRADING, LLC11,029$362K0.01%-1,62413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,873$360K<0.01%+4713F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO10,488$347K0.02%-4913F-HRTimeline
J.W. COLE ADVISORS, INC.10,328$342K0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC10,206$338K<0.01%new13F-HRTimeline
Accurate Wealth Management, LLC10,674$336K0.06%-34913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC10,000$334K0.01%013F-HRTimeline
Maryland State Retirement & Pension Sys…10,047$332K0.01%-1,94813F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY10,000$331K0.07%-4,00013F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…10,000$331K0.03%013F-HRTimelineGroup
Farther Finance Advisors, LLC9,667$324K0.01%+5,51713F-HRTimeline
Belpointe Asset Management LLC9,758$323K0.02%+35913F-HRTimeline
FULLCIRCLE WEALTH LLC9,690$317K0.13%new13F-HRTimeline
EMC Capital Management9,488$314K0.19%013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd9,486$314K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Private Advisor Group, LLC9,331$309K<0.01%-24713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,177$303K+7,220Timeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,159$303K0.02%+1,09613F-HRTimelineGroup
Merit Financial Group, LLC9,055$299K<0.01%+1,43513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding9,047$299K+474Timeline
Linden Thomas Advisory Services, LLC8,908$295K0.04%+42213F-HRTimeline
CONNABLE OFFICE INC8,883$294K0.03%-1,15813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC8,809$291K0.03%-11,80213F-HRTimeline
CFS Investment Advisory Services, LLC8,805$291K0.03%-11613F-HRTimeline
Engineers Gate Manager LP8,791$291K<0.01%new13F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…8,613$285K<0.01%+7313F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC8,576$284K0.13%-8,69113F-HRTimeline
GAMMA Investing LLC8,398$278K0.02%+57313F-HR/ATimeline
Chesley Taft & Associates LLC8,280$274K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB8,238$272K0.01%-2,50013F-HRTimeline
PITCAIRN COin group PITCAIRN CO8,182$271K0.02%-62813F-HRTimelineGroup
Metis Global Partners, LLC8,145$269K0.01%013F-HRTimeline
Horizon Investment Services, LLC8,050$266K0.13%new13F-HRTimeline
Impact Partnership Wealth, LLC7,993$264K0.06%-2,86613F-HRTimeline
Blueshift Asset Management, LLC7,955$263K0.1%new13F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,942$263K0.01%-59613F-HRTimeline
Sigma Planning Corp7,927$262K0.01%-1,84813F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC7,890$261K0.02%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.7,859$260K<0.01%new13F-HRTimeline
HB Wealth Management, LLC7,704$255K<0.01%+9113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO7,703$255K0.01%-3,95013F-HRTimeline
MGO ONE SEVEN LLC7,627$252K0.01%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP7,538$249K0.02%new13F-HRTimeline
MANCHESTER FINANCIAL INC7,518$249K0.06%new13F-HRTimeline
SteelPeak Wealth, LLC7,326$245K0.01%new13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.7,371$244K0.06%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,352$243K<0.01%-2,64313F-HRTimeline
Good Life Advisors, LLC7,345$243K0.02%+20013F-HRTimeline
Beirne Wealth Consulting Services, LLC7,024$235K0.08%-50013F-HRTimeline
DAVENPORT & Co LLC7,102$235K<0.01%013F-HRTimeline
SYM FINANCIAL Corp7,065$234K0.03%new13F-HRTimeline
Haverford Trust Co7,011$232K<0.01%new13F-HRTimeline
Ballentine Partners, LLC7,002$232K<0.01%new13F-HRTimeline
Lauer Wealth, LLC7,036$230K0.18%-10413F-HRTimeline
Red Door Wealth Management, LLC6,966$230K0.03%new13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC6,862$227K0.08%new13F-HRTimeline
SIGNATUREFD, LLC6,841$226K<0.01%+113F-HRTimeline
Mutual Advisors, LLC6,917$226K0.01%-37413F-HRTimeline
WESBANCO BANK INC6,789$225K0.01%new13F-HRTimeline
Partnership Wealth Management, LLC6,750$223K0.19%new13F-HRTimeline
GREENLEAF TRUST6,664$220K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,631$219K0.01%new13F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …6,609$216K0.01%new13F-HRTimelineGroup
Quantum Portfolio Management LLC6,525$216K0.11%new13F-HRTimeline
BLAIR WILLIAM & CO/IL6,516$215K<0.01%new13F-HRTimeline
Ellis Investment Partners, LLC6,504$215K0.04%-2,57513F-HRTimeline
CIBC Asset Management Inc6,477$214K<0.01%new13F-HRTimeline
Sonora Investment Management Group, LLC6,369$211K0.02%new13F-HRTimeline
IHT Wealth Management, LLC6,360$210K0.01%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.6,229$206K<0.01%+13913F-HRTimelineGroup
Perigon Wealth Management, LLC6,142$203K0.01%new13F-HRTimeline
Salvus Wealth Management, LLC6,060$200K0.13%new13F-HRTimeline