Ugi Corp
UGI- Exchange
- NYSE
- Industry
- Gas & Other Services Combined
- SEC CIK
- 0000884614
No open-market purchases or sales by Ugi Corp insiders were filed in the last 90 days; 625 institutions reported holding it in 13F filings for Q2 2026, worth $7.02B in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Ugi Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 512
- +19 vs. Q2 2021
- Shares held
- 169.2M
- −1.01M (−0.6%) vs. Q2 2021
- Total value
- $7.21B
- −$654.7M (−8.3%) vs. Q2 2021
- New holders
- 55
- 158 more added
- Sold out
- 36
- 176 more reduced
9 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UGI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 625 | $7.02B |
| Q1 2026 | 597 | $7.07B |
| Q4 2025 | 613 | $7.46B |
| Q3 2025 | 569 | $6.53B |
| Q2 2025 | 594 | $7.16B |
| Q1 2025 | 565 | $6.44B |
| Q4 2024 | 510 | $5.59B |
| Q3 2024 | 476 | $4.55B |
| Q2 2024 | 464 | $4.19B |
| Q1 2024 | 446 | $4.26B |
| Q4 2023 | 444 | $4.24B |
| Q3 2023 | 444 | $3.95B |
| Q2 2023 | 486 | $4.66B |
| Q1 2023 | 525 | $6.04B |
| Q4 2022 | 540 | $6.54B |
| Q3 2022 | 510 | $5.57B |
| Q2 2022 | 532 | $6.65B |
| Q1 2022 | 537 | $6.31B |
| Q4 2021 | 564 | $7.76B |
| Q3 2021 | 512 | $7.21B |
| Q2 2021 | 502 | $7.88B |
| Q1 2021 | 498 | $6.78B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | +4 | New |
| Systematic Alpha Investments, LLC | 1 | $0 | 0.00% | +1 | New |
| Phoenix Wealth Advisors | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Brown Brothers Harriman & Co | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 37 | $2.00K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 48 | $2.05K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 61 | $2.60K | 0.00% | −1,779−96.7% | Reduced |
| Versant Capital Management, Inc | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 59 | $3.00K | 0.00% | +1+1.7% | Added |
| Tarbox Family Office, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 63 | $3.00K | 0.00% | +63 | New |
| TD Private Client Wealth LLC | 88 | $3.75K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 105 | $4.47K | 0.00% | +105 | New |
| Guidance Point Advisors, LLC | 136 | $5.00K | 0.00% | +136 | New |
| O'Shaughnessy Asset Management, LLC | 146 | $6.00K | 0.00% | −4−2.7% | Reduced |
| FinTrust Capital Advisors, LLC | 145 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 150 | $6.00K | 0.00% | +150 | New |
| Bartlett & Co. LLC | 163 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 175 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 153 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 159 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 169 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 159 | $7.00K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 163 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 233 | $8.00K | 0.00% | +9+4.0% | Added |
| Wealth Quarterback LLC | 175 | $8.00K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 191 | $8.00K | 0.00% | +191 | New |
| GPS Wealth Strategies Group, LLC | 210 | $9.00K | 0.00% | +95+82.6% | Added |
| First Manhattan Co | 255 | $10.0K | 0.00% | −9,245−97.3% | Reduced |
| Freedman Financial Associates, Inc. | 233 | $10.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 224 | $10.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 223 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 236 | $10.0K | 0.00% | +236 | New |
| Bell Investment Advisors, Inc | 240 | $10.0K | 0.00% | +240 | New |
| Benjamin F. Edwards & Company, Inc. | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 269 | $11.0K | 0.00% | +76+39.4% | Added |
| BerganKDV Wealth Management, LLC | 285 | $12.0K | 0.00% | +2+0.7% | Added |
| Reilly Financial Advisors, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 328 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 329 | $14.0K | 0.00% | +329 | New |
| Benjamin Edwards Inc | 344 | $15.0K | 0.01% | +344 | New |
| Column Capital Advisors, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 398 | $17.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 408 | $17.4K | 0.00% | +408 | New |
| Kings Point Capital Management | 433 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 450 | $19.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 475 | $20.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 476 | $20.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 485 | $20.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 498 | $21.0K | 0.00% | +15+3.1% | Added |
| Sageworth Trust Co | 575 | $25.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $26.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 613 | $26.0K | 0.00% | +51+9.1% | Added |
| Lee Financial Co | 602 | $26.0K | 0.01% | +300+99.3% | Added |
| Asset Dedication, LLC | 642 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 680 | $28.0K | 0.00% | −263−27.9% | Reduced |
| Crescent Capital Consulting, LLC | 662 | $28.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 669 | $29.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 700 | $30.0K | 0.00% | +700 | New |
| Heritage Wealth Advisors | 720 | $30.7K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 720 | $31.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $31.6K | 0.00% | −191−20.5% | Reduced |
| Norway Savings Bank | 864 | $37.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 900 | $38.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 921 | $39.0K | 0.00% | −1,528−62.4% | Reduced |
| Tobam | 940 | $40.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 956 | $41.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,019 | $43.0K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,002 | $43.0K | 0.00% | +1,002 | New |
| Longfellow Investment Management Co LLC | 1,053 | $45.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $47.0K | 0.00% | −1,300−54.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $47.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 1,100 | $51.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,202 | $51.0K | 0.00% | +260+27.6% | Added |
| FourThought Financial, LLC | 1,234 | $52.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,274 | $54.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,327 | $56.0K | 0.00% | +129+10.8% | Added |
| Deseret Mutual Benefit Administrators | 1,366 | $58.0K | 0.01% | −556−28.9% | Reduced |
| PEAK6 Investments LLC | 1,378 | $59.0K | 0.00% | +1,378 | New |
| Quadrant Capital Group LLC | 1,437 | $61.0K | 0.01% | +335+30.4% | Added |
| Denali Advisors LLC | 1,430 | $61.0K | 0.03% | +498+53.4% | Added |
| Massmutual Trust Co FSB | 1,523 | $65.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,611 | $69.0K | 0.00% | −56−3.4% | Reduced |
| Harbour Investments, Inc. | 1,623 | $69.0K | 0.00% | +1+0.1% | Added |
| Van Eck Associates Corp | 1,796 | $77.0K | 0.00% | +202+12.7% | Added |
| Arlington Partners LLC | 1,934 | $82.0K | 0.02% | +792+69.4% | Added |