# UGI CORP NEW (UGIC)

> Institutional ownership reported to the SEC as of Q1 2024, from Form 13F filings. Source: https://holderbook.com/stocks/UGIC/

- Reporting holders: 24
- Reported value: $96.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [INFRASTRUCTURE CAPITAL ADVISORS, LLC](https://holderbook.com/funds/1621802-infrastructure-capital-advisors-llc/) | $16.5M | 283,217 | 2.1% | 12 |
| [MANUFACTURERS LIFE INSURANCE COMPANY, THE](https://holderbook.com/funds/928047-manufacturers-life-insurance-company-the/) | $12.9M | 221,455 | 0.0% | 12 |
| [BlackRock Inc.](https://holderbook.com/funds/1364742-blackrock-inc/) | $12.6M | 216,412 | 0.0% | 11 |
| [AMERIPRISE FINANCIAL INC](https://holderbook.com/funds/820027-ameriprise-financial-inc/) | $11.7M | 202,500 | 0.0% | 12 |
| [Aequim Alternative Investments LP](https://holderbook.com/funds/1728201-aequim-alternative-investments-lp/) | $10.1M | 174,000 | 0.4% | 12 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $6.5M | 112,387 | 0.0% | 12 |
| [WOLVERINE ASSET MANAGEMENT LLC](https://holderbook.com/funds/1279891-wolverine-asset-management-llc/) | $6.5M | 112,060 | 0.1% | 8 |
| [Elequin Capital, LP](https://holderbook.com/funds/1810873-elequin-capital-lp/) | $4.6M | 78,979 | 0.9% | 2 |
| [Mirae Asset Global Investments Co., Ltd.](https://holderbook.com/funds/1569395-mirae-asset-global-investments-co-ltd/) | $3.3M | 41,929 | 0.0% | 1 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $3.2M | 55,712 | 0.0% | 8 |
| [MACQUARIE GROUP LTD](https://holderbook.com/funds/1418333-macquarie-group-ltd/) | $2.1M | 35,757 | 0.0% | 12 |
| [LAFFER TENGLER INVESTMENTS, INC.](https://holderbook.com/funds/1307878-laffer-tengler-investments-inc/) | $1.8M | 30,590 | 0.5% | 9 |
| [Thrivent Financial for Lutherans](https://holderbook.com/funds/314984-thrivent-financial-for-lutherans/) | $1.7M | 28,726 | 0.0% | 11 |
| [TWO SIGMA INVESTMENTS, LP](https://holderbook.com/funds/1179392-two-sigma-investments-lp/) | $1.3M | 21,900 | 0.0% | 2 |
| [Maren Capital LLC](https://holderbook.com/funds/1961415-maren-capital-llc/) | $553.7K | 9,524 | 0.1% | 2 |
| [PFG Investments, LLC](https://holderbook.com/funds/1973224-pfg-investments-llc/) | $482.6K | 8,300 | 0.0% | 1 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $209.0K | 3,595 | 0.0% | 2 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $163.5K | 2,813 | 0.0% | 2 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $40.7K | 700 | 0.0% | 8 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $32.9K | 570 | 0.0% | 10 |
| [Sandy Spring Bank](https://holderbook.com/funds/1457833-sandy-spring-bank/) | $29.1K | 500 | 0.0% | 8 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $13.0K | 222 | 0.0% | 2 |
| [NBC SECURITIES, INC.](https://holderbook.com/funds/791540-nbc-securities-inc/) | $11.0K | 195 | 0.0% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $6.7K | 115 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2024 | 24 | $96.3M |
| Q4 2023 | 24 | $93.8M |
| Q3 2023 | 19 | $91.4M |
| Q2 2023 | 22 | $107.1M |
| Q1 2023 | 26 | $133.1M |
| Q4 2022 | 25 | $139.7M |
| Q3 2022 | 27 | $132.2M |
| Q2 2022 | 24 | $156.7M |
| Q1 2022 | 18 | $158.1M |
| Q4 2021 | 22 | $193.7M |
| Q3 2021 | 21 | $204.9M |
| Q2 2021 | 25 | $204.5M |