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, Q1 2022
Institutional positions in Ugi Corp as of Mar 31, 2022. 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
- 537
- −19 vs. Q4 2021
- Shares held
- 174.1M
- +5.11M (+3.0%) vs. Q4 2021
- Total value
- $6.31B
- −$1.45B (−18.7%) vs. Q4 2021
- New holders
- 76
- 201 more added
- Sold out
- 95
- 165 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $0 | 0.00% | +12 | New |
| McClarren Financial Advisors, Inc. | 10 | $0 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 5 | $181 | 0.00% | −16−76.2% | Reduced |
| TD Private Client Wealth LLC | 25 | $906 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 37 | $1.00K | 0.00% | −111−75.0% | Reduced |
| Financial Management Professionals, Inc. | 15 | $1.00K | 0.00% | −30−66.7% | Reduced |
| 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 |
| Schubert & Co | 16 | $1.00K | 0.00% | −9−36.0% | Reduced |
| Prospera Financial Services Inc | 30 | $1.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Cordant, Inc. | 31 | $1.00K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 48 | $1.74K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 48 | $1.76K | 0.00% | +13+37.1% | Added |
| TCI Wealth Advisors, Inc. | 54 | $2.00K | 0.00% | −265−83.1% | Reduced |
| Farmers & Merchants Investments Inc | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 60 | $2.00K | 0.00% | +1+1.7% | Added |
| Tarbox Family Office, Inc. | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 62 | $2.00K | 0.00% | +36+138.5% | Added |
| EverSource Wealth Advisors, LLC | 52 | $2.00K | 0.00% | +52 | New |
| CFS Investment Advisory Services, LLC | 69,361 | $2.00K | 0.01% | +69,361 | New |
| Lansing Street Advisors | 51 | $2.00K | 0.00% | +51 | New |
| Exane Derivatives | 61 | $2.21K | 0.00% | +61 | New |
| Sageworth Trust Co of South Dakota | 79 | $3.00K | 0.01% | −358−81.9% | Reduced |
| FinTrust Capital Advisors, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 89 | $3.00K | 0.00% | +89 | New |
| Sound Income Strategies, LLC | 80 | $3.00K | 0.00% | +80 | New |
| Lloyd Advisory Services, LLC. | 90 | $3.00K | 0.00% | +90 | New |
| Private Capital Group, LLC | 115 | $4.00K | 0.00% | −383−76.9% | Reduced |
| McIlrath & Eck, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 104 | $4.00K | 0.00% | +91+700.0% | Added |
| Pinnacle Bancorp, Inc. | 119 | $4.00K | 0.00% | +119 | New |
| Fieldpoint Private Securities, LLC | 130 | $5.00K | 0.00% | −1,793−93.2% | Reduced |
| Allworth Financial LP | 131 | $5.00K | 0.00% | −63−32.5% | Reduced |
| Cribstone Capital Management, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 137 | $5.00K | 0.00% | +83+153.7% | Added |
| Loomis Sayles & Co L P | 128 | $5.00K | 0.00% | +128 | New |
| Bartlett & Co. Wealth Management LLC | 163 | $5.96K | 0.00% | +163 | New |
| Earnest Partners LLC | 153 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 159 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 159 | $6.00K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 122 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 163 | $6.00K | 0.00% | +163 | New |
| Resources Management Corp | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 198 | $7.17K | 0.00% | +198 | New |
| Freedman Financial Associates, Inc. | 233 | $8.00K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 223 | $8.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 210 | $8.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 255 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 289 | $10.0K | 0.00% | +2+0.7% | Added |
| TCWP LLC | 300 | $10.0K | 0.00% | +300 | New |
| Lee Financial Co | 302 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 315 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 315 | $11.0K | 0.00% | +60+23.5% | Added |
| AllSquare Wealth Management LLC | 307 | $11.0K | 0.01% | +307 | New |
| Beacon Capital Management, LLC | 300 | $11.0K | 0.00% | +300 | New |
| United Community Bank | 310 | $11.2K | 0.01% | +310 | New |
| Cordasco Financial Network | 328 | $12.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 398 | $14.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $14.0K | 0.01% | +400 | New |
| Kings Point Capital Management | 433 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 450 | $16.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 475 | $17.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 476 | $17.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 473 | $17.0K | 0.00% | +473 | New |
| Tilia Fiduciary Partners, Inc. | 509 | $18.0K | 0.02% | 00.0% | Unchanged |
| Carroll Investors, Inc | 529 | $19.0K | 0.01% | −1,594−75.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 573 | $21.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 597 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $22.0K | 0.00% | +614 | New |
| Umb Bank N A | 621 | $23.0K | 0.00% | −94−13.1% | Reduced |
| Morton Brown Family Wealth, LLC | 627 | $23.0K | 0.02% | −50−7.4% | Reduced |
| Asset Dedication, LLC | 642 | $23.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 636 | $23.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 650 | $24.0K | 0.00% | +50+8.3% | Added |
| Credit Agricole S A | 700 | $25.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 720 | $26.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $26.8K | 0.00% | 00.0% | Unchanged |
| Tobam | 752 | $27.0K | 0.00% | +683+989.9% | Added |
| Ten Capital Wealth Advisors, LLC | 777 | $28.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 765 | $28.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 864 | $31.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 870 | $32.0K | 0.00% | −2,935−77.1% | Reduced |
| Hudock, Inc. | 900 | $32.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 956 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 986 | $36.0K | 0.00% | −365−27.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,019 | $37.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 1,083 | $39.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $40.0K | 0.00% | 00.0% | Unchanged |