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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
OXFORD ASSET MANAGEMENT LLP6,054$200K0.09%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JFS WEALTH ADVISORS, LLC5,882$195K0.01%013F-HRTimeline
Quent Capital, LLC4,995$165K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,849$160K<0.01%new13F-HRTimeline
Blue Trust, Inc.4,049$134K<0.01%+63713F-HRTimeline
Parallel Advisors, LLC3,931$130K<0.01%+65313F-HRTimeline
Hartford Financial Management Inc.3,755$124K0.03%013F-HRTimeline
Missouri Trust & Investment Co3,600$119K0.04%013F-HRTimeline
Private Wealth Asset Management, LLC3,590$119K0.02%13F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding3,410$113K-29,577Timeline
WHITTIER TRUST CO OF NEVADA INC3,305$109K<0.01%-9,45113F-HRTimeline
SBI Securities Co., Ltd.3,291$109K<0.01%+1,98213F-HRTimeline
Riggs Asset Managment Co. Inc.3,276$108K0.03%+23913F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,185$106K0.05%013F-HRTimeline
CENTRAL TRUST Co3,175$105K<0.01%-25013F-HRTimeline
Lindbrook Capital, LLC3,001$99.2K0.01%+2313F-HRTimeline
Security National Bank2,896$95.8K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,048$92K<0.01%-1,76813F-HRTimelineGroup
Sound Income Strategies, LLC2,755$91.1K0.01%+2,67513F-HRTimeline
Allworth Financial LP2,651$86.7K<0.01%+14813F-HRTimeline
Wealth Preservation Advisors, LLC2,603$86.1K0.06%13F-HRTimeline
Headlands Technologies LLC2,555$84.5K0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,524$83.5K0.01%013F-HRTimelineGroup
UMB Bank, n.a.2,442$80.8K<0.01%+1,09713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beaird Harris Wealth Management, LLC2,250$74.4K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,251$74K<0.01%-48113F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,234$73.9K<0.01%+2,17913F-HRTimelineGroup
Stonebridge Financial Group, LLC2,078$68.7K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,064$68.3K<0.01%+1213F-HRTimeline
United Community Bankin group United Community Bank2,055$68K0.03%+1,21013F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,968$65K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.1,880$62.2K<0.01%+38013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,867$61.7K<0.01%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,830$60.5K0.02%013F-HRTimeline
Arax Advisory Partners1,610$53.2K<0.01%-22613F-HRTimeline
Smartleaf Asset Management LLC1,609$52.9K0.01%+613F-HRTimeline
Fairman Group, LLC1,785$51.1K0.05%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,556$51K<0.01%+15813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quarry LP1,528$50.5K0.01%new13F-HRTimeline
CSS LLC/IL1,510$49.9K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC1,500$49.6K0.01%013F-HRTimeline
Anderson Financial Strategies, LLC1,466$48.5K0.03%013F-HRTimeline
Geneos Wealth Management Inc.1,427$47.2K<0.01%+95913F-HRTimeline
PRIVATE TRUST CO NA1,395$46.1K<0.01%+37013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,275$42.2K0.05%013F-HRTimeline
MAI Capital Management1,266$41.9K<0.01%+1113F-HRTimeline
Golden State Wealth Management, LLC1,258$41.6K0.01%013F-HR/ATimeline
Point72 Hong Kong Ltd1,184$39.1K<0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,099$36.3K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,102$36.1K<0.01%013F-HRTimeline
Kimelman & Baird, LLC1,050$34.7K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,049$34.7K0.01%013F-HR/ATimeline
S.A. Mason LLC976$32.3K0.02%+1613F-HRTimeline
Deseret Mutual Benefit Administrators973$32.2K0.02%013F-HRTimeline
CX Institutional911$30K<0.01%new13F-HRTimeline
WHITTIER TRUST CO899$29.7K<0.01%013F-HRTimeline
LRI Investments, LLC864$28.6K<0.01%-4813F-HRTimeline
Hexagon Capital Partners LLC841$27.8K0.01%+8313F-HRTimeline
Covestor Ltd796$26K0.02%-5913F-HRTimeline
VALLEY NATIONAL ADVISERS INC766$25K<0.01%013F-HRTimeline
Caldwell Trust Co741$24.5K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC726$24K<0.01%-16713F-HRTimelineGroup
Heritage Wealth Advisors720$23.8K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK669$22.1K<0.01%-2113F-HRTimelineGroup
Bogart Wealth, LLC669$22.1K<0.01%+5513F-HRTimeline
Altshuler Shaham Ltd665$22K<0.01%-23213F-HRTimeline
Stone House Investment Management, LLC657$21.7K<0.01%new13F-HRTimeline
Asset Dedication, LLC642$21.2K<0.01%013F-HRTimeline
Brooklyn Investment Group640$21.1K<0.01%+39313F-HRTimeline
Morton Brown Family Wealth, LLC627$20.8K0.01%013F-HRTimeline
Estabrook Capital Management622$20.6K<0.01%+32213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC609$20.1K<0.01%new13F-HRTimelineGroup
Versant Capital Management, Inc522$17.3K<0.01%+4913F-HRTimeline
Fortis Group Advisors, LLC515$17K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA476$15.7K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC475$15.7K0.01%new13F-HRTimeline
True Wealth Design, LLC471$15.6K0.01%+213F-HRTimeline
SIERRA OCEAN, LLC423$14K0.01%013F-HRTimeline
MCF Advisors LLC380$12.6K<0.01%-1,87013F-HRTimeline
IFP Advisors, Inc372$12.3K<0.01%-1,59113F-HRTimeline
Amundiin group Amundi378$12.2K<0.01%-60,22013F-HRTimelineGroup
Private Wealth Management Group, LLC367$12.1K<0.01%+6813F-HRTimeline
Clearstead Trust, LLC351$11.6K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC307$10.2K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV293$9K<0.01%new13F-HRTimeline
Continuum Advisory, LLC268$8.86K<0.01%-6013F-HRTimeline
JNBA Financial Advisors266$8.8K<0.01%013F-HRTimeline
WPG Advisers, LLC241$7.97K0.01%+13613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC230$7.61K<0.01%013F-HRTimelineGroup
Blume Capital Management, Inc.223$7.38K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.215$7.19K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust213$7.04K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV200$6.63K<0.01%+713F-HRTimeline
High Note Wealth, LLC196$6.48K<0.01%-2113F-HRTimeline
Larson Financial Group LLC184$6.08K<0.01%+5713F-HRTimeline
Glass Jacobson Investment Advisors llc214$6.04K<0.01%013F-HRTimeline
SWAN Capital LLC170$5.62K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC163$5.45K<0.01%013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC163$5.45K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…156$5.16K<0.01%+7113F-HRTimelineGroup
Leonteq Securities AG152$5.03K<0.01%013F-HRTimeline
Hemington Wealth Management177$5K<0.01%+5013F-HRTimeline
Bell Investment Advisors, Inc151$4.99K<0.01%+3013F-HRTimeline
Guardian Wealth Management, Inc.150$4.99K<0.01%-113F-HRTimeline
HARBOUR INVESTMENTS, INC.139$4.6K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc137$4.53K<0.01%013F-HRTimeline
North Star Investment Management Corp.130$4.3K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT100$4K<0.01%+5213F-HRTimeline
GPS Wealth Strategies Group, LLC117$3.87K<0.01%+213F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors100$3.31K<0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC100$3.31K<0.01%013F-HRTimeline
Costello Asset Management, INC100$3.31K<0.01%new13F-HRTimeline
West Financial Advisors, LLC100$3.31K<0.01%new13F-HRTimeline
Kessler Investment Group, LLC91$3.01K<0.01%013F-HRTimeline
Park Square Financial Group, LLC90$2.98K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC97$2.74K<0.01%013F-HRTimeline
Addison Advisors LLC80$2.65K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC69$2.29K<0.01%+113F-HR/ATimeline
Sachetta, LLC64$2.12K<0.01%-613F-HRTimeline
Transce3nd, LLC63$2.08K<0.01%-54013F-HRTimeline
Bruce G. Allen Investments, LLC57$1.89K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP50$1.65K<0.01%-10013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC48$1.59K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC40$1.32K<0.01%+1513F-HRTimeline
DiNuzzo Private Wealth, Inc.32$1.06K<0.01%+313F-HRTimeline
Coastline Trust Co30$992<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HIGHLINE WEALTH PARTNERS LLC30$992<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.29$960<0.01%+413F-HRTimeline
Whipplewood Advisors, LLC12$926<0.01%-1613F-HRTimeline
CoreCap Advisors, LLC26$860<0.01%new13F-HRTimeline
Bare Financial Services, Inc25$827<0.01%new13F-HRTimeline
CVA Family Office, LLC22$728<0.01%013F-HRTimeline
Hughes Financial Services, LLC21$704<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.21$694<0.01%new13F-HRTimeline
MATHER GROUP, LLC.21$694<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.21$694<0.01%-17913F-HRTimelineGroup
WealthTrak Capital Management LLC20$662<0.01%+513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC19$628<0.01%013F-HRTimeline
Clearstead Advisors, LLC17$563<0.01%+1013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC16$529<0.01%-1113F-HRTimelineGroup
Bullock Wealth Management Group16$523<0.01%+113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.15$497<0.01%+113F-HRTimeline
Rialto Wealth Management, LLC15$497<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15$496<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.14$463<0.01%013F-HRTimeline
NewSquare Capital LLC11$364<0.01%new13F-HRTimeline
American Capital Advisory, LLC8$265<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.7$231<0.01%+313F-HRTimeline
Capital A Wealth Management, LLC7$231<0.01%-513F-HRTimeline
Cornerstone Planning Group LLC7$229<0.01%new13F-HRTimeline
Caitong International Asset Management …6$198<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC4$133<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC4$133<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,79413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.