UGI UGI CORP NEW
FollowStock (common), issuer CIK 884614
607 managers (625 13F filers) reported a position in UGI shares at 2026-06-30, 203,181,362 shares in all. 93 filers opened a position and 66 filers sold out during the quarter.
- Managers
- 607
- 13F filers
- 625
- New
- 93
- Added
- 253
- Reduced
- 170
- Sold out
- 66
- Shares held by filers
- 203,181,362
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 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| ROSS\JOHNSON & Associates LLC | 2 | $69 | <0.01% | new | 13F-HRTimeline |
| Activest Wealth Management | 1 | $35 | <0.01% | new | 13F-HRTimeline |
| Raleigh Capital Management Inc. | 1 | $29 | <0.01% | 0 | 13F-HRTimeline |
| Signature Resources Capital Management,… | 0 | $10 | <0.01% | -103 | 13F-HRTimelineAmount filed as zero, left out of ratios. |
| Avion Wealth | 14 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. |
| Navigoe, LLC | 7 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. |
| Evolution Advisers, Inc. | 3 | $0 | 0% | new | 13F-HRTimelineValue filed as zero, left out of ratios. |