13F

Stock

Ugi Corp New

Ticker not mapped · held by 26 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$193M

Holders

26

+0 new · −1 exited

Holders’ est. mark

−$3.73M

Price effect on 8 books still in the name

Largest holder

$95.1M

MORGAN STANLEY

Holder count by quarter

Q2 2016Q4 2016Q1 2017Q1 2018Q2 2018Q3 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY2.86M$95.1M—Held
BANK OF AMERICA CORP /DE/1.09M$36.2M—Held
Cresset Asset Management, LLC543.9K$18.3M−$1.69MCut−$1.33M
BARCLAYS PLC326.7K$10.9M−$535.2KAdded$4.7M
Hudson Bay Capital Management LP299K$9.94M—Held
Sanctuary Advisors, LLC280.7K$9.34M−$887.1KCut−$1.26M
ONTARIO TEACHERS PENSION PLAN BOARD190.6K$6.34M−$602.3KCut−$1.7M
TUDOR INVESTMENT CORP ET AL95.5K$3.18M—Held
AIA Group Ltd30.6K$1.02M—Held
Cambria Investment Management, L.P.17.2K$572.6K—Held
Tevis Investment Management15.5K$522K—Held
IFP Advisors, Inc12.1K$403.5K—Held
Swiss Life Asset Management Ltd9.93K$330.1K−$17.5KAdded$128.2K
Investment Research Partners LLC9.79K$325K—Held
MIRABELLA FINANCIAL SERVICES LLP8.11K$269.8K—Held
Allworth Financial LP6.26K$208.3K—Held
Essential Partners LLC340$11.3K−$1.08KCut−$1.07K
AllSquare Wealth Management LLC307$10.2K—Held
Prestige Wealth Management Group LLC163$5.48K−$515Cut−$515
Leonteq Securities AG152$5.06K−$480Cut−$480
KBC Group NV74.1K$2.46K—Held
Kilter Group LLC48$1.6K—Held
NEW MEXICO EDUCATIONAL RETIREMENT BOARD42.8K$1.42K—Held
MV CAPITAL MANAGEMENT, INC.13$433—Held
Principia Wealth Advisory, LLC4$133—Held
FNY Investment Advisers, LLC400$13—Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.