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 |
|---|---|---|---|---|---|
| Hartford Financial Management Inc. | 3,755 | $136.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,732 | $134.0K | 0.00% | −162−4.2% | Reduced |
| Banque Cantonale Vaudoise | 3,700 | $134.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 3,664 | $133.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,661 | $133.0K | 0.00% | +3,661 | New |
| State of Wyoming | 3,526 | $128.0K | 0.06% | −127−3.5% | Reduced |
| Spire Wealth Management | 3,417 | $124.0K | 0.00% | −5,145−60.1% | Reduced |
| Vestcor Inc | 3,310 | $120.0K | 0.00% | +729+28.2% | Added |
| Lindbrook Capital, LLC | 3,254 | $118.0K | 0.02% | −258−7.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,237 | $117.0K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 2,887 | $105.0K | 0.00% | −3,157−52.2% | Reduced |
| Dividend Assets Capital, LLC | 2,551 | $92.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,524 | $91.0K | 0.01% | −400−13.7% | Reduced |
| Duncker Streett & Co Inc | 2,500 | $91.0K | 0.02% | 00.0% | Unchanged |
| EMC Capital Management | 2,638 | $90.0K | 0.06% | +2,638 | New |
| Hazlett, Burt & Watson, Inc. | 2,412 | $87.0K | 0.07% | +2,412 | New |
| Van Eck Associates Corp | 2,386 | $86.0K | 0.00% | +530+28.6% | Added |
| McCarthy Asset Management, Inc. | 2,250 | $81.0K | 0.06% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,250 | $81.0K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,250 | $81.0K | 0.01% | +2,250 | New |
| Worth Asset Management, LLC | 2,150 | $81.0K | 0.05% | +2,150 | New |
| Kistler-Tiffany Companies, LLC | 2,203 | $80.0K | 0.02% | +8+0.4% | Added |
| PFG Private Wealth Management, LLC | 2,178 | $79.0K | 0.04% | +2,178 | New |
| Rosenberg Matthew Hamilton | 1,961 | $71.0K | 0.02% | −158−7.5% | Reduced |
| Simplex Trading, LLC | 1,674 | $60.0K | 0.00% | −1,794−51.7% | Reduced |
| Parallel Advisors, LLC | 1,640 | $60.0K | 0.00% | −705−30.1% | Reduced |
| Covestor Ltd | 1,578 | $57.0K | 0.04% | +176+12.6% | Added |
| Massmutual Trust Co FSB | 1,520 | $55.0K | 0.00% | −26−1.7% | Reduced |
| Concord Wealth Partners | 1,398 | $51.0K | 0.01% | +46+3.4% | Added |
| Bessemer Group Inc | 1,428 | $51.0K | 0.00% | +101+7.6% | Added |
| First Horizon Advisors, Inc. | 1,364 | $49.0K | 0.00% | −670−32.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,366 | $49.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,164 | $42.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,144 | $41.0K | 0.00% | −128,084−99.1% | Reduced |
| Quadrant Capital Group LLC | 1,127 | $41.0K | 0.00% | −594−34.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $40.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,100 | $40.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,083 | $39.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,019 | $37.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 986 | $36.0K | 0.00% | −365−27.0% | Reduced |
| Baldwin Brothers Inc | 956 | $35.0K | 0.00% | 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 |
| Norway Savings Bank | 864 | $31.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 777 | $28.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 765 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 752 | $27.0K | 0.00% | +683+989.9% | Added |
| Caldwell Trust Co | 741 | $26.8K | 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 |
| Credit Agricole S A | 700 | $25.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 650 | $24.0K | 0.00% | +50+8.3% | Added |
| 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 |
| FourThought Financial, LLC | 597 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $22.0K | 0.00% | +614 | New |
| Newbridge Financial Services Group, Inc. | 573 | $21.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 529 | $19.0K | 0.01% | −1,594−75.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 509 | $18.0K | 0.02% | 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 |
| Baron Financial Group, LLC | 450 | $16.3K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 433 | $16.0K | 0.00% | 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 |
| Cordasco Financial Network | 328 | $12.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 310 | $11.2K | 0.01% | +310 | 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 |
| BerganKDV Wealth Management, LLC | 289 | $10.0K | 0.00% | +2+0.7% | Added |
| TCWP LLC | 300 | $10.0K | 0.00% | +300 | New |
| 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 |
| 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 |
| Estabrook Capital Management | 198 | $7.17K | 0.00% | +198 | New |
| Resources Management Corp | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bartlett & Co. Wealth Management LLC | 163 | $5.96K | 0.00% | +163 | 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 |
| 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 |