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Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in Ugi Corp as of Dec 31, 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
564
+64 vs. Q3 2021
Shares held
169.0M
+48.7K (0.0%) vs. Q3 2021
Total value
$7.76B
+$557.0M (+7.7%) vs. Q3 2021
New holders
106
173 more added
Sold out
42
173 more reduced

12 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 564 institutions
Q1 2021: 498 institutionsQ2 2021: 502 institutionsQ3 2021: 512 institutionsQ4 2021: 564 institutionsQ1 2022: 537 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 486 institutionsQ3 2023: 444 institutionsQ4 2023: 444 institutionsQ1 2024: 446 institutionsQ2 2024: 464 institutionsQ3 2024: 476 institutionsQ4 2024: 510 institutionsQ1 2025: 565 institutionsQ2 2025: 594 institutionsQ3 2025: 569 institutionsQ4 2025: 613 institutionsQ1 2026: 597 institutionsQ2 2026: 625 institutions
Value heldQ4 2021: $7.76B
Q1 2021: $6.78BQ2 2021: $7.88BQ3 2021: $7.21BQ4 2021: $7.76BQ1 2022: $6.31BQ2 2022: $6.65BQ3 2022: $5.57BQ4 2022: $6.54BQ1 2023: $6.04BQ2 2023: $4.66BQ3 2023: $3.95BQ4 2023: $4.24BQ1 2024: $4.26BQ2 2024: $4.19BQ3 2024: $4.55BQ4 2024: $5.59BQ1 2025: $6.44BQ2 2025: $7.16BQ3 2025: $6.53BQ4 2025: $7.46BQ1 2026: $7.07BQ2 2026: $7.02B
Institutions holding UGI and their total value by quarter
QuarterHoldersValue
Q2 2026625$7.02B
Q1 2026597$7.07B
Q4 2025613$7.46B
Q3 2025569$6.53B
Q2 2025594$7.16B
Q1 2025565$6.44B
Q4 2024510$5.59B
Q3 2024476$4.55B
Q2 2024464$4.19B
Q1 2024446$4.26B
Q4 2023444$4.24B
Q3 2023444$3.95B
Q2 2023486$4.66B
Q1 2023525$6.04B
Q4 2022540$6.54B
Q3 2022510$5.57B
Q2 2022532$6.65B
Q1 2022537$6.31B
Q4 2021564$7.76B
Q3 2021512$7.21B
Q2 2021502$7.88B
Q1 2021498$6.78B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2021.

Institutions holding UGI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Baystate Wealth Management LLC1$00.00%00.0%Unchanged
JNBA Financial Advisors4$00.00%00.0%Unchanged
Quent Capital, LLC1$00.00%+1New
Sutton Wealth Advisors Inc.21$9640.00%+21New
Parkside Financial Bank & Trust13$1.00K0.00%00.0%Unchanged
JJJ Advisors Inc.26$1.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC19$1.00K0.00%00.0%Unchanged
RWM Asset Management, LLC14$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.32$1.00K0.00%+32New
Schubert & Co25$1.00K0.00%+25New
TD Private Client Wealth LLC25$1.15K0.00%−63−71.6%Reduced
TD Waterhouse Canada Inc.35$1.60K0.00%+35New
Brown Brothers Harriman & Co49$2.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.45$2.00K0.00%00.0%Unchanged
Glassman Wealth Services54$2.00K0.00%+7+14.9%Added
Trustcore Financial Services, LLC43$2.00K0.00%00.0%Unchanged
Lenox Wealth Advisors, LLC39$2.00K0.00%+39New
Raffa Wealth Management, LLC48$2.20K0.00%00.0%Unchanged
Harbour Investments, Inc.73$3.00K0.00%−1,550−95.5%Reduced
Tobam69$3.00K0.00%−871−92.7%Reduced
Focused Wealth Management, Inc59$3.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.63$3.00K0.00%00.0%Unchanged
Capital Analysts, LLC63$3.00K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.63$3.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc63$3.00K0.00%+63New
Stonebridge Capital Advisors LLC58$3.00K0.00%+58New
Tyler-Stone Wealth Management63$3.00K0.00%+63New
FinTrust Capital Advisors, LLC90$4.00K0.00%−55−37.9%Reduced
Versant Capital Management, Inc81$4.00K0.00%00.0%Unchanged
West Paces Advisors Inc.105$4.82K0.00%00.0%Unchanged
McIlrath & Eck, LLC100$5.00K0.00%00.0%Unchanged
Elmwood Wealth Management, Inc.109$5.00K0.00%+109New
Raleigh Capital Management Inc.111$5.00K0.01%+111New
Sageworth Trust Co132$6.00K0.00%−443−77.0%Reduced
Monolith Advisors122$6.00K0.00%+122New
Earnest Partners LLC153$7.00K0.00%00.0%Unchanged
Sargent Bickham Lagudis LLC159$7.00K0.00%00.0%Unchanged
Hoese & Co LLP159$7.00K0.01%00.0%Unchanged
Cribstone Capital Management, LLC150$7.00K0.00%00.0%Unchanged
Addison Advisors LLC148$7.00K0.00%+148New
Hexagon Capital Partners LLC175$8.00K0.00%00.0%Unchanged
Resources Management Corp200$9.00K0.00%−300−60.0%Reduced
Total Clarity Wealth Management, Inc.191$9.00K0.00%00.0%Unchanged
Allworth Financial LP194$9.00K0.00%+190+4,750.0%Added
Blume Capital Management, Inc.223$10.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC210$10.0K0.00%00.0%Unchanged
Snowden Capital Advisors LLC218$10.0K0.00%+218New
Zions Bancorporation, N.A.250$11.0K0.00%00.0%Unchanged
First Manhattan Co255$11.0K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.233$11.0K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.255$12.0K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC287$13.0K0.00%+2+0.7%Added
Dixon Hughes Goodman Wealth Advisors LLC280$13.0K0.00%+280New
Lee Financial Co302$14.0K0.00%−300−49.8%Reduced
Reilly Financial Advisors, LLC300$14.0K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC315$14.0K0.00%+315New
Cordasco Financial Network328$15.0K0.01%00.0%Unchanged
TCI Wealth Advisors, Inc.319$15.0K0.00%+50+18.6%Added
Bell Investment Advisors, Inc373$17.0K0.00%+133+55.4%Added
Column Capital Advisors, LLC400$18.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC398$18.0K0.00%00.0%Unchanged
Kings Point Capital Management433$20.0K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota437$20.0K0.03%+437New
Baron Financial Group, LLC450$20.7K0.01%00.0%Unchanged
Ford Financial Group, LLC470$21.0K0.01%+470New
Smithfield Trust Co475$22.0K0.00%00.0%Unchanged
North Star Investment Management Corp.476$22.0K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.485$22.0K0.00%00.0%Unchanged
Private Capital Group, LLC498$23.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC500$23.0K0.04%+500New
Tilia Fiduciary Partners, Inc.509$23.0K0.02%+509New
Newbridge Financial Services Group, Inc.573$26.0K0.01%+573New
FourThought Financial, LLC597$27.0K0.00%−637−51.6%Reduced
Whittier Trust Co600$28.0K0.00%00.0%Unchanged
Asset Dedication, LLC642$29.0K0.00%00.0%Unchanged
FAI Wealth Management637$29.0K0.02%+637New
High Net Worth Advisory Group LLC636$29.0K0.01%+636New
Crescent Capital Consulting, LLC662$30.0K0.00%00.0%Unchanged
Credit Agricole S A700$32.0K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC677$32.0K0.02%+677New
Sterling Investment Advisors, Ltd.720$33.0K0.01%00.0%Unchanged
Heritage Wealth Advisors720$33.0K0.00%00.0%Unchanged
PEAK6 Investments LLC738$34.0K0.00%−640−46.4%Reduced
Umb Bank N A715$34.0K0.00%+715New
Caldwell Trust Co741$34.0K0.00%00.0%Unchanged
Huntington National Bank765$35.0K0.00%+765New
Ten Capital Wealth Advisors, LLC777$36.0K0.01%+777New
Norway Savings Bank864$40.0K0.02%00.0%Unchanged
Hudock, Inc.900$41.0K0.01%00.0%Unchanged
Baldwin Brothers Inc956$44.0K0.00%00.0%Unchanged
Paragon Capital Management Ltd1,000$46.0K0.01%+1,000New
Graves-Light Private Wealth Management, Inc.1,019$47.0K0.01%00.0%Unchanged
Longfellow Investment Management Co LLC1,053$49.0K0.01%00.0%Unchanged
Key Financial Inc1,083$50.0K0.03%−3,700−77.4%Reduced
Livforsakringsbolaget Skandia, Omsesidigt1,100$50.0K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,102$51.0K0.00%00.0%Unchanged
Arlington Partners LLC1,142$52.0K0.01%−792−41.0%Reduced
Widmann Financial Services, Inc.1,164$53.0K0.04%+1,164New
Koshinski Asset Management, Inc.1,164$53.4K0.00%+756+185.3%Added
Bessemer Group Inc1,327$61.0K0.00%00.0%Unchanged