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 |
|---|---|---|---|---|---|
| Kings Point Capital Management | 433 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 437 | $20.0K | 0.03% | +437 | New |
| Column Capital Advisors, LLC | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 398 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 373 | $17.0K | 0.00% | +133+55.4% | Added |
| Cordasco Financial Network | 328 | $15.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 319 | $15.0K | 0.00% | +50+18.6% | Added |
| Lee Financial Co | 302 | $14.0K | 0.00% | −300−49.8% | Reduced |
| Reilly Financial Advisors, LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 315 | $14.0K | 0.00% | +315 | New |
| BerganKDV Wealth Management, LLC | 287 | $13.0K | 0.00% | +2+0.7% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 280 | $13.0K | 0.00% | +280 | New |
| Benjamin F. Edwards & Company, Inc. | 255 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 233 | $11.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 223 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 210 | $10.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 218 | $10.0K | 0.00% | +218 | New |
| Resources Management Corp | 200 | $9.00K | 0.00% | −300−60.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 191 | $9.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 194 | $9.00K | 0.00% | +190+4,750.0% | Added |
| Hexagon Capital Partners LLC | 175 | $8.00K | 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 |
| Hoese & Co LLP | 159 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 148 | $7.00K | 0.00% | +148 | New |
| Sageworth Trust Co | 132 | $6.00K | 0.00% | −443−77.0% | Reduced |
| Monolith Advisors | 122 | $6.00K | 0.00% | +122 | New |
| McIlrath & Eck, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 109 | $5.00K | 0.00% | +109 | New |
| Raleigh Capital Management Inc. | 111 | $5.00K | 0.01% | +111 | New |
| West Paces Advisors Inc. | 105 | $4.82K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 90 | $4.00K | 0.00% | −55−37.9% | Reduced |
| Versant Capital Management, Inc | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 73 | $3.00K | 0.00% | −1,550−95.5% | Reduced |
| Tobam | 69 | $3.00K | 0.00% | −871−92.7% | Reduced |
| Focused Wealth Management, Inc | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $3.00K | 0.00% | +63 | New |
| Stonebridge Capital Advisors LLC | 58 | $3.00K | 0.00% | +58 | New |
| Tyler-Stone Wealth Management | 63 | $3.00K | 0.00% | +63 | New |
| Raffa Wealth Management, LLC | 48 | $2.20K | 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 | 54 | $2.00K | 0.00% | +7+14.9% | Added |
| Trustcore Financial Services, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 39 | $2.00K | 0.00% | +39 | New |
| TD Waterhouse Canada Inc. | 35 | $1.60K | 0.00% | +35 | New |
| TD Private Client Wealth LLC | 25 | $1.15K | 0.00% | −63−71.6% | Reduced |
| 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% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 32 | $1.00K | 0.00% | +32 | New |
| Schubert & Co | 25 | $1.00K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 21 | $964 | 0.00% | +21 | New |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1 | $0 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 6 | – | – | +6 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −148,422−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −100,693−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −79,104−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −71,649−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −35,148−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −21,640−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −19,698−100.0% | Sold out |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −19,540−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −11,639−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −10,531−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,954−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,637−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −6,058−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −5,853−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −5,807−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −4,971−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −4,978−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −4,945−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −4,834−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,666−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,059−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −146−100.0% | Sold out |