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UGI UGI CORP NEW

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Stock (common), issuer CIK 884614

582 managers (594 13F filers) reported a position in UGI shares at 2025-06-30, 196,511,616 shares in all. 87 filers opened a position and 62 filers sold out during the quarter.

Managers
582
13F filers
594
New
87
Added
226
Reduced
176
Sold out
62
Shares held by filers
196,511,616

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …53,896$1.75M0.08%-3,75713F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd48,030$1.75M0.04%+36,85513F-HRTimeline
CHASE INVESTMENT COUNSEL CORP47,398$1.73M0.55%-3,19513F-HRTimeline
Entropy Technologies, LP47,202$1.72M0.14%-30,11913F-HRTimeline
First National Trust Co46,471$1.69M0.06%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\46,117$1.68M<0.01%+2,78913F-HRTimelineGroup
D.A. DAVIDSON & CO.45,581$1.66M0.01%+3013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD45,384$1.65M<0.01%013F-HRTimeline
Advisory Services Network, LLC44,988$1.63M0.03%+1,49213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding44,224$1.61M+1,958Timeline
Point72 Hong Kong Ltd43,970$1.6M0.11%+42,78613F-HRTimeline
Baker Avenue Asset Management, LP43,713$1.59M0.05%new13F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND43,626$1.59M0.03%013F-HRTimeline
Elo Mutual Pension Insurance Co43,094$1.57M0.03%+2,61913F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD42,800$1.56M0.05%013F-HRTimeline
Sciencast Management LP42,445$1.55M0.32%-17,80613F-HRTimeline
SummitTX Capital, L.P.42,315$1.54M0.07%+28,65013F-HRTimeline
Mariner, LLCin group Mariner, LLC42,080$1.53M<0.01%-3,32513F-HRTimelineGroup
SIMPLEX TRADING, LLC41,114$1.5M0.04%-4,92813F-HRTimeline
Bayforest Capital Ltd40,413$1.47M0.64%+23,15113F-HRTimeline
Concentric Capital Strategies, LP38,519$1.4M0.08%new13F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS38,177$1.39M0.01%+6,78913F-HRTimeline
Jackson Creek Investment Advisors LLC36,560$1.33M0.36%new13F-HRTimeline
Argyle Capital Management, LLC36,474$1.33M0.48%+55013F-HRTimeline
Bridgewater Associates, LP36,252$1.32M0.01%-98,04413F-HRTimeline
WRIGHT INVESTORS SERVICE INC36,124$1.32M0.4%-84513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Huntleigh Advisors, Inc.36,011$1.31M0.25%+1,39413F-HRTimeline
Ilex Capital Partners (UK) LLP35,716$1.3M0.04%-36,16613F-HRTimeline
Mork Capital Management, LLC35,700$1.3M0.95%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV35,205$1.28M<0.01%+2,28913F-HRTimeline
Kendall Capital Management34,490$1.26M0.33%+10,68513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT34,281$1.25M0.01%+4,24313F-HRTimeline
Glenmede Investment Management, LP33,774$1.23M0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,593$1.22M<0.01%+6,19913F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,998$1.2M<0.01%+75813F-HRTimeline
Abundance Wealth Counselors32,584$1.19M0.22%-4513F-HRTimeline
BCM ADVISORS, LLC32,225$1.15M0.25%013F-HRTimeline
CastleKnight Management LP31,600$1.15M0.08%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/31,121$1.13M<0.01%-24,64813F-HRTimelineGroup
Nordwand Advisors, LLC30,600$1.11M0.18%new13F-HRTimeline
Applied Finance Capital Management, LLC30,424$1.11M0.08%-5,93513F-HRTimeline
Investors Research Corp29,575$1.08M0.21%013F-HRTimeline
Cetera Investment Advisers29,478$1.07M<0.01%+3,39913F-HRTimeline
Atria Investments, Inc29,339$1.07M0.01%-34,43113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC29,177$1.06M0.01%+1,46713F-HRTimeline
NewEdge Wealth, LLC29,852$1.06M0.02%+15,28213F-HRTimeline
Oak Thistle LLC29,014$1.06M0.16%+16,52013F-HRTimeline
XPONANCE LLC28,846$1.05M0.01%-2,58813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO28,789$1.05M0.02%+21,08613F-HRTimeline
TUDOR INVESTMENT CORP ET AL28,599$1.04M0.01%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,359$1.03M<0.01%+3,82513F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC27,044$994K0.09%+40713F-HRTimeline
CSS LLC/IL27,221$991K0.06%+25,71113F-HRTimeline
WEXFORD CAPITAL LP26,963$982K0.27%new13F-HRTimeline
Clear Harbor Asset Management, LLC26,292$958K0.07%-1,30013F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd25,923$944K0.21%new13F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC25,884$943K0.24%-55,00313F-HRTimelineGroup
Wealthspire Advisors, LLC25,621$933K0.01%+8,04713F-HRTimeline
Measured Wealth Private Client Group, L…25,141$916K0.27%+5,10113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,760$902K<0.01%+2,17613F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…24,307$885K0.03%-4,25113F-HRTimelineGroup
State of Alaska, Department of Revenue24,061$876K0.01%-1,11013F-HRTimeline
Convergence Investment Partners, LLC23,963$873K0.22%+7,59813F-HRTimeline
Atom Investors LP23,808$867K0.08%-12,53213F-HRTimeline
Sterling Capital Management LLC23,020$838K0.01%-19,16113F-HR/ATimeline
FIL Ltdin group FIL Ltd22,994$837K<0.01%-1,26113F-HRTimelineGroup
AXQ CAPITAL, LP22,976$837K0.27%-46,23413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…22,952$836K<0.01%013F-HRTimeline
CHOREO, LLC22,578$831K0.01%+2,11213F-HRTimeline
ARISTEIA CAPITAL, L.L.C.22,720$827K0.02%new13F-HRTimeline
PANAGORA ASSET MANAGEMENT INC22,296$812K<0.01%+9,53713F-HRTimeline
Versor Investments LP22,062$803K0.14%new13F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS21,600$787K<0.01%013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC21,010$765K0.05%013F-HRTimeline
CWA Asset Management Group, LLC20,987$764K0.03%+4,42913F-HRTimeline
MML INVESTORS SERVICES, LLC20,930$762K<0.01%+2,88913F-HRTimeline
SHERBROOKE PARK ADVISERS LLC20,825$758K0.33%new13F-HRTimeline
Global Financial Private Client, LLC20,738$755K0.28%+6,06013F-HRTimeline
111 Capital20,591$750K0.13%new13F-HRTimeline
LANARK FINANCIAL, INC.20,489$746K0.06%-15113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding20,337$741K+1,297Timeline
K.J. Harrison & Partners Inc20,000$728K0.12%new13F-HRTimeline
AIA Group Ltdin group AIA Group Ltd19,775$720K0.02%-90213F-HRTimelineGroup
Dynamic Technology Lab Private Ltd19,668$716K0.1%-15,08213F-HRTimeline
Csenge Advisory Group19,812$714K0.04%-5,49213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …19,568$713K0.02%-29713F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC18,964$691K0.01%+18113F-HRTimelineGroup
Nilsine Partners, LLC18,938$690K0.07%+93113F-HRTimeline
Private Advisor Group, LLC18,123$660K<0.01%+8,79213F-HRTimeline
QUADRANT CAPITAL GROUP LLC18,078$658K0.02%+4,34513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,023$656K<0.01%-1,19513F-HRTimelineGroup
&PARTNERS17,931$653K0.01%+4,25913F-HRTimeline
IFG Advisory, LLC17,598$641K0.03%013F-HRTimeline
Schonfeld Strategic Advisors LLC17,317$631K<0.01%-194,98813F-HRTimeline
Atria Wealth Solutions, Inc.16,920$621K0.01%-78613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.16,984$619K0.01%+84213F-HRTimeline
Apella Capital, LLC17,425$615K0.02%+14313F-HRTimeline
EP Wealth Advisors, LLC16,862$614K<0.01%-37913F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…16,779$611K0.05%-2,37313F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT16,683$607K0.01%+16,58313F-HRTimeline
DekaBank Deutsche Girozentrale16,635$607K<0.01%013F-HRTimeline
Moran Wealth Management, LLC16,517$602K0.02%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.16,450$599K0.07%-72113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC16,330$595K0.02%+10013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,249$592K<0.01%+1,35813F-HR/ATimelineGroup
Cornerstone Select Advisors, LLC15,995$583K0.51%+89313F-HRTimeline
Tevis Investment Management15,520$571K0.37%new13F-HRTimeline
AE Wealth Management LLC15,442$562K<0.01%+2,01213F-HRTimeline
Crossmark Global Holdings, Inc.15,294$557K0.01%+25913F-HRTimeline
Alpha Omega Wealth Management LLC15,154$552K0.1%+113F-HRTimeline
Carnegie Investment Counsel14,804$539K0.01%-12713F-HRTimeline
Graham Capital Management, L.P.14,395$524K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC14,355$523K<0.01%+12113F-HRTimelineGroup
AVIVA PLCin group AVIVA PLC14,143$515K<0.01%new13F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC14,090$513K<0.01%new13F-HRTimelineGroup
Hartree Partners, LP14,000$510K0.14%new13F-HRTimeline
Horizon Investments, LLC13,880$506K0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.13,683$498K<0.01%+5,82413F-HRTimeline
Scientech Research LLC13,298$484K0.12%-2,30513F-HRTimeline
EMC Capital Management13,069$476K0.26%+3,58113F-HRTimeline
BEACON FINANCIAL GROUP12,898$470K0.05%-42613F-HRTimeline
RD Lewis Holdings, Inc.13,163$467K0.47%-8013F-HRTimeline
INTEGRITY ALLIANCE, LLC.12,694$462K0.03%new13F-HRTimeline
PFG Investments, LLC12,596$459K0.03%+96013F-HRTimeline
Merit Financial Group, LLC12,437$453K0.01%+3,38213F-HRTimeline
Prospera Financial Services Inc12,166$444K0.01%new13F-HRTimeline
HBK Sorce Advisory LLC11,931$435K0.01%+29713F-HRTimeline
Laird Norton Wetherby Wealth Management…11,800$430K0.02%13F-HRTimeline
RESTON WEALTH MANAGEMENT LLC11,707$426K0.15%+1413F-HRTimeline
Qsemble Capital Management, LP11,662$425K0.04%-13,90413F-HRTimeline
Utah Retirement Systems11,500$419K<0.01%013F-HRTimeline
Summit Trail Advisors, LLC11,253$415K0.01%new13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.11,354$414K0.07%+3,98313F-HRTimeline
V2 Financial group LLC11,322$412K0.25%-2,39013F-HRTimeline
Rydar Equities, Inc.11,284$411K0.32%13F-HRTimeline
denkapparat Operations GmbH11,204$408K0.33%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,151$406K<0.01%-2,06013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,141$406K<0.01%-78413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC10,990$400K0.01%-1,73113F-HRTimeline
WESBANCO BANK INC10,789$393K0.01%+4,00013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding10,614$387K+1,437Timeline
J.W. COLE ADVISORS, INC.10,580$385K0.01%+25213F-HRTimeline
Live Oak Investment Partners10,554$384K0.3%new13F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…10,433$380K<0.01%new13F-HRTimelineGroup
State of Wyoming10,427$380K0.05%-11,61413F-HRTimeline
Neo Ivy Capital Management10,190$371K0.12%new13F-HRTimeline
Northstar Financial Companies, Inc.10,179$371K0.39%-6,18213F-HRTimeline
Fulton Bank, N.A.10,176$371K0.01%-5,89013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,120$369K<0.01%-75313F-HRTimelineGroup
True Freedom Investing, LLC10,116$368K0.15%13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC10,000$368K0.01%013F-HRTimeline
Maryland State Retirement & Pension Sys…10,047$366K0.01%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY10,000$364K0.08%013F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…10,000$364K0.03%013F-HRTimelineGroup
VISTA INVESTMENT PARTNERS LLC9,948$362K0.1%new13F-HRTimeline
FULLCIRCLE WEALTH LLC9,770$360K0.13%+8013F-HRTimeline
Belpointe Asset Management LLC9,806$357K0.01%+4813F-HRTimeline
Corundum Trust Company, INC9,773$356K0.94%-1,60013F-HRTimeline
Sequoia Financial Advisors, LLC9,585$349K<0.01%-62113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,544$348K0.02%+38513F-HRTimelineGroup
Accurate Wealth Management, LLC9,673$346K0.05%-1,00113F-HRTimeline
Avantax Planning Partners, Inc.9,213$336K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,209$335K<0.01%-1,89913F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.9,186$335K0.02%+13913F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd9,134$333K0.08%new13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC8,933$325K0.02%+1,04313F-HRTimelineGroup
SHELL ASSET MANAGEMENT CO8,918$325K0.01%-1,57013F-HRTimeline
Farther Finance Advisors, LLC8,853$322K0.01%-81413F-HRTimeline
CFS Investment Advisory Services, LLC8,770$319K0.03%-3513F-HRTimeline
Engineers Gate Manager LP8,752$319K<0.01%-3913F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…8,613$314K<0.01%013F-HRTimelineGroup
CONNABLE OFFICE INC8,544$311K0.03%-33913F-HRTimeline
GAMMA Investing LLC8,517$310K0.02%+11913F-HRTimeline
MMA ASSET MANAGEMENT LLC8,347$304K0.12%new13F-HRTimeline
Chesley Taft & Associates LLC8,280$302K0.01%013F-HRTimeline
Horizon Investment Services, LLC8,273$301K0.13%+22313F-HRTimeline
RHS Financial, LLC8,204$299K0.17%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.8,005$292K0.02%new13F-HRTimeline
IFP Advisors, Inc5,106$288K0.01%+4,73413F-HRTimeline
PITCAIRN COin group PITCAIRN CO7,853$286K0.02%-32913F-HR/ATimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.7,825$285K<0.01%-3,60313F-HRTimelineGroup
Sigma Planning Corp7,766$283K0.01%-16113F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,696$280K0.01%-24613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,687$280K0.01%+1,05613F-HRTimelineGroup
PAX Financial Group, LLC7,611$277K0.05%new13F-HRTimeline
MANCHESTER FINANCIAL INC7,518$274K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,321$267K0.01%-4,22913F-HRTimelineGroup
Ballentine Partners, LLC7,296$266K<0.01%+29413F-HRTimeline
Good Life Advisors, LLC7,295$266K0.02%-5013F-HRTimeline
Wilmington Savings Fund Society, FSB7,154$261K<0.01%-1,08413F-HRTimeline
DAVENPORT & Co LLC7,102$259K<0.01%013F-HRTimeline
Beirne Wealth Consulting Services, LLC7,024$258K0.08%013F-HRTimeline
SYM FINANCIAL Corp7,093$258K0.03%+2813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,133$258K<0.01%+4,88213F-HRTimelineGroup
Haverford Trust Co7,071$258K<0.01%+6013F-HRTimeline
Red Door Wealth Management, LLC6,966$254K0.03%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC6,862$250K0.09%013F-HRTimeline
SIGNATUREFD, LLC6,832$249K<0.01%-913F-HRTimeline
Mutual Advisors, LLC6,869$247K0.01%-4813F-HRTimeline
MGO ONE SEVEN LLC6,765$246K0.01%-86213F-HRTimeline