Skip to content
Disclosery

UGI UGI CORP NEW

Follow

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
Deseret Mutual Benefit Administrators973$27.5K0.01%013F-HRTimeline
S.A. Mason LLC960$27.1K0.01%new13F-HRTimeline
GeoWealth Management, LLC950$26.8K<0.01%new13F-HRTimeline
LRI Investments, LLC912$25.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO899$25.4K<0.01%013F-HRTimeline
Altshuler Shaham Ltd897$25.3K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC893$25K<0.01%+61113F-HRTimelineGroup
Covestor Ltd855$24K0.02%+313F-HRTimeline
United Community Bankin group United Community Bank845$23.9K0.01%013F-HRTimelineGroup
Hexagon Capital Partners LLC758$21.4K<0.01%+37113F-HRTimeline
VALLEY NATIONAL ADVISERS INC766$21K<0.01%013F-HRTimeline
Caldwell Trust Co741$20.9K<0.01%013F-HRTimeline
Heritage Wealth Advisors720$20.3K<0.01%013F-HRTimeline
Plato Investment Management Ltd700$19.8K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK690$19.5K<0.01%+3413F-HRTimelineGroup
Asset Dedication, LLC642$18.1K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners637$18K<0.01%-63713F-HRTimelineGroup
Morton Brown Family Wealth, LLC627$17.7K0.01%013F-HRTimeline
Bogart Wealth, LLC614$17.3K<0.01%013F-HRTimeline
Transce3nd, LLC603$17K0.01%13F-HRTimeline
Elequin Capital, LP557$15.7K<0.01%-5213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC607$15.2K<0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC515$14.5K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA476$13.5K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc473$13.4K<0.01%+21713F-HRTimeline
True Wealth Design, LLC469$13.2K0.01%013F-HRTimeline
Geneos Wealth Management Inc.468$13.2K<0.01%-1013F-HRTimeline
SIERRA OCEAN, LLC423$11.9K0.01%13F-HRTimeline
FNY Investment Advisers, LLC400$11K0.01%013F-HRTimeline
Continuum Advisory, LLC328$9.26K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC307$8.67K<0.01%013F-HRTimeline
Estabrook Capital Management300$8.47K<0.01%-30013F-HRTimeline
Private Wealth Management Group, LLC299$8.44K<0.01%+21313F-HRTimeline
JNBA Financial Advisors266$7.51K<0.01%013F-HRTimeline
Brooklyn Investment Group247$6.97K<0.01%+16213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.215$6.61K<0.01%013F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC230$6.49K<0.01%new13F-HRTimelineGroup
Blume Capital Management, Inc.223$6.3K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC218$6.24K<0.01%013F-HRTimeline
High Note Wealth, LLC217$6.13K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc214$6.04K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkside Financial Bank & Trust213$6.01K<0.01%+3113F-HRTimeline
GHP Investment Advisors, Inc.213$6.01K<0.01%-12813F-HRTimeline
Central Pacific Bank - Trust Division201$5.67K<0.01%013F-HRTimeline
Rakuten Securities, Inc.200$5.65K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV193$5.45K<0.01%+313F-HRTimeline
SWAN Capital LLC170$4.8K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC163$4.66K<0.01%013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC163$4.66K<0.01%013F-HRTimeline
Leonteq Securities AG152$4.29K<0.01%+14113F-HRTimeline
Guardian Wealth Management, Inc.151$4.26K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP150$4.24K<0.01%new13F-HRTimeline
NFSG Corp140$3.96K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.139$3.92K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc137$3.87K<0.01%013F-HRTimeline
North Star Investment Management Corp.130$3.67K<0.01%013F-HRTimeline
Larson Financial Group LLC127$3.58K<0.01%+11913F-HRTimeline
Bell Investment Advisors, Inc121$3.42K<0.01%-4813F-HRTimeline
GPS Wealth Strategies Group, LLC115$3.25K<0.01%-9513F-HRTimeline
Hemington Wealth Management127$3K<0.01%+5713F-HRTimeline
WPG Advisers, LLC105$2.96K<0.01%13F-HRTimeline
McIlrath & Eck, LLC100$2.82K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC100$2.82K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC97$2.74K<0.01%013F-HRTimeline
Kessler Investment Group, LLC91$2.57K<0.01%-22113F-HRTimeline
Park Square Financial Group, LLC90$2.54K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…85$2.4K<0.01%013F-HRTimelineGroup
Addison Advisors LLC80$2.26K<0.01%013F-HRTimeline
Sound Income Strategies, LLC80$2.26K<0.01%013F-HRTimeline
Sachetta, LLC70$1.98K<0.01%-12713F-HRTimeline
CBIZ Investment Advisory Services, LLC68$1.93K<0.01%+113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC63$1.8K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC57$1.61K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management55$1.55K<0.01%+1513F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC48$1.35K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT48$1K<0.01%013F-HR/ATimeline
Coastline Trust Co30$847<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DiNuzzo Private Wealth, Inc.29$819<0.01%-113F-HRTimeline
Whipplewood Advisors, LLC28$790<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC27$762<0.01%+313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC25$706<0.01%013F-HRTimeline
SJS Investment Consulting Inc.25$706<0.01%-513F-HRTimeline
CVA Family Office, LLC22$621<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21$593<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.21$593<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.19$5500.05%-19,38513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC19$536<0.01%13F-HRTimeline
Bullock Wealth Management Group15$430<0.01%013F-HRTimeline
WealthTrak Capital Management LLC15$424<0.01%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14$396<0.01%+613F-HRTimeline
Financial Management Professionals, Inc.14$395<0.01%013F-HRTimeline
Capital A Wealth Management, LLC12$339<0.01%13F-HRTimeline
Global Financial Private Client, LLC8$226<0.01%new13F-HRTimeline
Clearstead Advisors, LLC7$198<0.01%new13F-HRTimeline
New Millennium Group LLC7$198<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.4$113<0.01%13F-HRTimeline
REAP Financial Group, LLC1$14<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…10$00%013F-HRTimelineValue filed as zero, left out of ratios.