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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Private Wealth Management, LLC | 4,994 | $229.0K | 0.09% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,958 | $228.0K | 0.00% | +4,958 | New |
| Aviva PLC | 4,849 | $223.0K | 0.00% | +4,849 | New |
| Vontobel Holding Ltd. | 4,848 | $222.0K | 0.00% | −1,319−21.4% | Reduced |
| Ascent Group, LLC | 4,903 | $222.0K | 0.03% | +4,903 | New |
| Avantax Planning Partners, Inc. | 4,815 | $221.0K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 4,800 | $220.0K | 0.00% | +4,800 | New |
| Cigna Investments Inc | 4,781 | $219.0K | 0.02% | −1,650−25.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 4,745 | $218.0K | 0.05% | +4,745 | New |
| Lincoln National Corp | 4,620 | $212.0K | 0.00% | +4,620 | New |
| D.A. Davidson & Co. | 4,594 | $211.0K | 0.00% | +4,594 | New |
| Arete Wealth Advisors, LLC | 4,553 | $208.0K | 0.02% | +4,553 | New |
| AE Wealth Management LLC | 4,532 | $208.0K | 0.00% | +4,532 | New |
| Beaton Management Co. Inc. | 4,500 | $207.0K | 0.12% | +4,500 | New |
| Arcus Capital Partners, LLC | 4,474 | $205.0K | 0.07% | −497−10.0% | Reduced |
| Murphy Capital Management Inc | 4,425 | $203.0K | 0.02% | −500−10.2% | Reduced |
| Forsta Ap-Fonden | 4,000 | $184.0K | 0.00% | +4,000 | New |
| Signaturefd, LLC | 3,930 | $180.0K | 0.01% | +229+6.2% | Added |
| Lazard Asset Management LLC | 3,894 | $178.0K | 0.00% | −13,387−77.5% | Reduced |
| Proequities, Inc. | 3,805 | $176.0K | 0.01% | −14−0.4% | Reduced |
| Hartford Financial Management Inc. | 3,755 | $172.0K | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,700 | $170.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,664 | $169.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 3,653 | $168.0K | 0.08% | −1,424−28.0% | Reduced |
| Amplius Wealth Advisors, LLC | 3,647 | $167.0K | 0.02% | +3,647 | New |
| Lindbrook Capital, LLC | 3,512 | $161.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3,479 | $161.0K | 0.00% | +749+27.4% | Added |
| Simplex Trading, LLC | 3,468 | $159.0K | 0.01% | +3,468 | New |
| Central Trust Co | 3,250 | $149.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3,237 | $149.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3,000 | $139.0K | 0.03% | 00.0% | Unchanged |
| Penn Mutual Asset Management, LLC | 2,990 | $137.0K | 0.15% | −2,915−49.4% | Reduced |
| Tompkins Financial Corp | 2,924 | $134.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,656 | $122.0K | 0.00% | −531−16.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,668 | $122.0K | 0.00% | +227+9.3% | Added |
| Valley National Advisers Inc | 2,639 | $121.0K | 0.02% | −277−9.5% | Reduced |
| Vestcor Inc | 2,581 | $118.0K | 0.00% | −506−16.4% | Reduced |
| Dividend Assets Capital, LLC | 2,551 | $117.0K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 2,529 | $116.0K | 0.01% | +146+6.1% | Added |
| Duncker Streett & Co Inc | 2,500 | $115.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,345 | $108.0K | 0.00% | +734+45.6% | Added |
| McCarthy Asset Management, Inc. | 2,250 | $103.0K | 0.07% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,250 | $103.0K | 0.04% | +2,250 | New |
| Kistler-Tiffany Companies, LLC | 2,195 | $101.0K | 0.02% | +6+0.3% | Added |
| Retirement Planning Co of New England, Inc. | 2,170 | $99.0K | 0.05% | +2,170 | New |
| Rosenberg Matthew Hamilton | 2,119 | $97.0K | 0.03% | −161−7.1% | Reduced |
| Carroll Investors, Inc | 2,123 | $97.0K | 0.06% | +2,123 | New |
| AdvisorNet Financial, Inc | 2,096 | $96.0K | 0.01% | +65+3.2% | Added |
| Denali Advisors LLC | 2,049 | $94.0K | 0.04% | +619+43.3% | Added |
| IFP Advisors, Inc | 1,990 | $93.0K | 0.00% | −1,348−40.4% | Reduced |
| First Horizon Advisors, Inc. | 2,034 | $92.0K | 0.00% | −12−0.6% | Reduced |
| Fieldpoint Private Securities, LLC | 1,923 | $88.0K | 0.02% | −7,689−80.0% | Reduced |
| Van Eck Associates Corp | 1,856 | $85.0K | 0.00% | +60+3.3% | Added |
| Quadrant Capital Group LLC | 1,721 | $79.0K | 0.01% | +284+19.8% | Added |
| Confluence Wealth Services, Inc. | 1,731 | $79.0K | 0.03% | +1,731 | New |
| Benjamin Edwards Inc | 1,617 | $74.0K | 0.02% | +1,273+370.1% | Added |
| Massmutual Trust Co FSB | 1,546 | $71.0K | 0.00% | +23+1.5% | Added |
| Neo Ivy Capital Management | 1,506 | $69.0K | 0.10% | +1,506 | New |
| Covestor Ltd | 1,402 | $64.0K | 0.09% | +1,402 | New |
| Deseret Mutual Benefit Administrators | 1,366 | $63.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,352 | $62.0K | 0.02% | +78+6.1% | Added |
| Fifth Third Bancorp | 1,351 | $62.0K | 0.00% | +149+12.4% | Added |
| Signet Financial Management, LLC | 1,356 | $62.0K | 0.01% | +1,356 | New |
| Bessemer Group Inc | 1,327 | $61.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,164 | $53.4K | 0.00% | +756+185.3% | Added |
| Widmann Financial Services, Inc. | 1,164 | $53.0K | 0.04% | +1,164 | New |
| Arlington Partners LLC | 1,142 | $52.0K | 0.01% | −792−41.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $51.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,083 | $50.0K | 0.03% | −3,700−77.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $50.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,053 | $49.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,019 | $47.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 1,000 | $46.0K | 0.01% | +1,000 | New |
| Baldwin Brothers Inc | 956 | $44.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 900 | $41.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 864 | $40.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 777 | $36.0K | 0.01% | +777 | New |
| Huntington National Bank | 765 | $35.0K | 0.00% | +765 | New |
| Caldwell Trust Co | 741 | $34.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 738 | $34.0K | 0.00% | −640−46.4% | Reduced |
| Umb Bank N A | 715 | $34.0K | 0.00% | +715 | New |
| Sterling Investment Advisors, Ltd. | 720 | $33.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $33.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 700 | $32.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 677 | $32.0K | 0.02% | +677 | New |
| Crescent Capital Consulting, LLC | 662 | $30.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 642 | $29.0K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 637 | $29.0K | 0.02% | +637 | New |
| High Net Worth Advisory Group LLC | 636 | $29.0K | 0.01% | +636 | New |
| Whittier Trust Co | 600 | $28.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 597 | $27.0K | 0.00% | −637−51.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 573 | $26.0K | 0.01% | +573 | New |
| Private Capital Group, LLC | 498 | $23.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 500 | $23.0K | 0.04% | +500 | New |
| Tilia Fiduciary Partners, Inc. | 509 | $23.0K | 0.02% | +509 | New |
| Smithfield Trust Co | 475 | $22.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 476 | $22.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 485 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 470 | $21.0K | 0.01% | +470 | New |
| Baron Financial Group, LLC | 450 | $20.7K | 0.01% | 00.0% | Unchanged |