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 |
|---|---|---|---|---|---|
| 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 |
| Exane Derivatives | 61 | $2.21K | 0.00% | +61 | New |
| 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 |
| TD Waterhouse Canada Inc. | 48 | $1.76K | 0.00% | +13+37.1% | Added |
| Raffa Wealth Management, LLC | 48 | $1.74K | 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 |
| TD Private Client Wealth LLC | 25 | $906 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 5 | $181 | 0.00% | −16−76.2% | Reduced |
| 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 |
| Swaine & Leidel Wealth Services, LLC | 4,278 | – | – | +4,278 | New |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Dixon Hughes Goodman Wealth Advisors LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −878,000−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −656,090−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −393,252−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −209,384−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −106,340−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −83,800−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −81,756−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −78,379−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −77,340−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −76,480−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −38,030−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −37,389−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −34,239−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −30,904−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −30,880−100.0% | Sold out |
| Mork Capital Management, LLC | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −27,554−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −20,590−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −19,077−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −17,504−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,966−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,773−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −13,459−100.0% | Sold out |
| Beacon Financial Group | 0 | $0 | 0.00% | −13,168−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −12,234−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,996−100.0% | Sold out |
| Camden National Bank | 0 | $0 | 0.00% | −8,225−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −8,244−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −7,731−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −7,604−100.0% | Sold out |
| Hancock Whitney Investment Services Inc. | 0 | $0 | 0.00% | −7,605−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −7,486−100.0% | Sold out |
| Glenview Trust Co | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,888−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −6,886−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −6,801−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −14,094−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −6,190−100.0% | Sold out |
| Gratus Capital LLC | 0 | $0 | 0.00% | −5,963−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −5,727−100.0% | Sold out |
| Woodward Diversified Capital, LLC | 0 | $0 | 0.00% | −5,616−100.0% | Sold out |
| Balasa Dinverno & Foltz LLC | 0 | $0 | 0.00% | −5,533−100.0% | Sold out |
| Hoylecohen, LLC | 0 | $0 | 0.00% | −5,395−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,321−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −5,139−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −5,097−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −5,034−100.0% | Sold out |
| Hendley & Co Inc | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −4,994−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,958−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −4,903−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −4,781−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,745−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −4,620−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −4,594−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,553−100.0% | Sold out |