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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 2,500 | $107.0K | 0.02% | +1,000+66.7% | Added |
| BBVA USA | 2,475 | $105.0K | 0.01% | +10+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,441 | $104.0K | 0.00% | +823+50.9% | Added |
| Spire Wealth Management | 2,417 | $103.0K | 0.00% | +1,770+273.6% | Added |
| NEXT Financial Group, Inc | 2,383 | $102.0K | 0.01% | +605+34.0% | Added |
| Rosenberg Matthew Hamilton | 2,280 | $97.0K | 0.04% | +552+31.9% | Added |
| MCF Advisors LLC | 2,250 | $96.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 2,250 | $96.0K | 0.07% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,189 | $93.0K | 0.02% | +7+0.3% | Added |
| Walleye Trading LLC | 2,059 | $88.0K | 0.00% | +2,059 | New |
| First Horizon Advisors, Inc. | 2,046 | $87.0K | 0.00% | −152−6.9% | Reduced |
| AdvisorNet Financial, Inc | 2,031 | $87.0K | 0.01% | +156+8.3% | Added |
| Arlington Partners LLC | 1,934 | $82.0K | 0.02% | +792+69.4% | Added |
| Van Eck Associates Corp | 1,796 | $77.0K | 0.00% | +202+12.7% | Added |
| 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 |
| Massmutual Trust Co FSB | 1,523 | $65.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| PEAK6 Investments LLC | 1,378 | $59.0K | 0.00% | +1,378 | New |
| Deseret Mutual Benefit Administrators | 1,366 | $58.0K | 0.01% | −556−28.9% | Reduced |
| Bessemer Group Inc | 1,327 | $56.0K | 0.00% | +129+10.8% | Added |
| Concord Wealth Partners | 1,274 | $54.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,234 | $52.0K | 0.01% | 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 |
| 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 |
| Longfellow Investment Management Co LLC | 1,053 | $45.0K | 0.01% | 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 |
| Baldwin Brothers Inc | 956 | $41.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 940 | $40.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 921 | $39.0K | 0.00% | −1,528−62.4% | Reduced |
| Hudock, Inc. | 900 | $38.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 864 | $37.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $31.6K | 0.00% | −191−20.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 720 | $31.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $30.7K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 700 | $30.0K | 0.00% | +700 | New |
| Better Money Decisions, LLC | 669 | $29.0K | 0.02% | 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 |
| Asset Dedication, LLC | 642 | $27.0K | 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 |
| Sageworth Trust Co | 575 | $25.0K | 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 |
| 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 |
| Baron Financial Group, LLC | 450 | $19.2K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 433 | $18.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 408 | $17.4K | 0.00% | +408 | 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 |
| Benjamin Edwards Inc | 344 | $15.0K | 0.01% | +344 | New |
| Cordasco Financial Network | 328 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 329 | $14.0K | 0.00% | +329 | New |
| Reilly Financial Advisors, LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 285 | $12.0K | 0.00% | +2+0.7% | Added |
| 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 |
| 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 |
| GPS Wealth Strategies Group, LLC | 210 | $9.00K | 0.00% | +95+82.6% | Added |
| 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 |
| Bartlett & Co. Wealth Management LLC | 163 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Guidance Point Advisors, LLC | 136 | $5.00K | 0.00% | +136 | New |
| West Paces Advisors Inc. | 105 | $4.47K | 0.00% | +105 | New |
| McIlrath & Eck, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 88 | $3.75K | 0.00% | 00.0% | Unchanged |
| 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 |
| Exane Derivatives | 61 | $2.60K | 0.00% | −1,779−96.7% | Reduced |
| Raffa Wealth Management, LLC | 48 | $2.05K | 0.00% | 00.0% | Unchanged |
| 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 |