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, Q2 2022
Institutional positions in Ugi Corp as of Jun 30, 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
- 532
- +2 vs. Q1 2022
- Shares held
- 171.6M
- −992.3K (−0.6%) vs. Q1 2022
- Total value
- $6.65B
- +$404.6M (+6.5%) vs. Q1 2022
- New holders
- 70
- 201 more added
- Sold out
- 68
- 155 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Accel Wealth Management | 5 | $0 | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 11 | $425 | 0.00% | +6+120.0% | Added |
| TD Private Client Wealth LLC | 25 | $965 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 36 | $1.00K | 0.00% | +7+24.1% | Added |
| RWM Asset Management, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 19 | $1.00K | 0.00% | +7+58.3% | Added |
| South State Corp. | 23 | $1.00K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 48 | $1.85K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 48 | $1.91K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 53 | $2.00K | 0.00% | +34+178.9% | Added |
| Schubert & Co | 52 | $2.00K | 0.00% | +36+225.0% | Added |
| Quent Capital, LLC | 64 | $2.00K | 0.00% | +63+6,300.0% | Added |
| Clearstead Advisors, LLC | 39 | $2.00K | 0.00% | +39 | New |
| CoreCap Advisors, LLC | 62 | $2.00K | 0.00% | +62 | New |
| Steward Financial Group LLC | 70 | $2.00K | 0.00% | +70 | New |
| Raleigh Capital Management Inc. | 43 | $2.00K | 0.00% | +43 | New |
| Venture Visionary Partners LLC | 72 | $2.78K | 0.00% | +72 | New |
| Fieldpoint Private Securities, LLC | 80 | $3.00K | 0.00% | −50−38.5% | Reduced |
| Parkside Financial Bank & Trust | 61 | $3.00K | 0.00% | −43−41.3% | Reduced |
| Private Capital Group, LLC | 82 | $3.00K | 0.00% | −33−28.7% | Reduced |
| Sound Income Strategies, LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 79 | $3.00K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 66 | $3.00K | 0.00% | +4+6.5% | Added |
| Harbour Investments, Inc. | 82 | $3.00K | 0.00% | +82 | New |
| Zions Bancorporation, N.A. | 97 | $4.00K | 0.00% | −153−61.2% | Reduced |
| McIlrath & Eck, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 122 | $5.00K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 128 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 151 | $6.00K | 0.00% | −2,736−94.8% | Reduced |
| Earnest Partners LLC | 153 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 163 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 157 | $6.00K | 0.00% | −2−1.3% | Reduced |
| Glassman Wealth Services | 154 | $6.00K | 0.00% | +17+12.4% | Added |
| Cribstone Capital Management, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 167 | $6.00K | 0.00% | +167 | New |
| Bartlett & Co. Wealth Management LLC | 163 | $6.35K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 191 | $7.00K | 0.00% | +191 | New |
| GPS Wealth Strategies Group, LLC | 210 | $8.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 215 | $8.00K | 0.00% | +215 | New |
| Bell Investment Advisors, Inc | 201 | $8.00K | 0.00% | +201 | New |
| First Manhattan Co | 255 | $9.00K | 0.00% | −60−19.0% | Reduced |
| Blume Capital Management, Inc. | 223 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 246 | $9.00K | 0.00% | +246 | New |
| Hexagon Capital Partners LLC | 233 | $9.00K | 0.00% | +233 | New |
| Benjamin F. Edwards & Company, Inc. | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 291 | $11.0K | 0.00% | +2+0.7% | Added |
| Lee Financial Co | 302 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 315 | $12.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 307 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 328 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 407 | $15.0K | 0.00% | −21,491−98.1% | Reduced |
| Column Capital Advisors, LLC | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 450 | $17.4K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 476 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 460 | $18.0K | 0.00% | +406+751.9% | Added |
| Smithfield Trust Co | 475 | $19.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 515 | $19.9K | 0.02% | +205+66.1% | Added |
| Cutler Group LP | 527 | $20.0K | 0.00% | −5,200−90.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 509 | $20.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $23.0K | 0.00% | −50−7.7% | Reduced |
| Umb Bank N A | 585 | $23.0K | 0.00% | −36−5.8% | Reduced |
| FourThought Financial, LLC | 597 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 635 | $24.0K | 0.00% | −793−55.5% | Reduced |
| Morton Brown Family Wealth, LLC | 627 | $24.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $24.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 638 | $25.0K | 0.00% | −127−16.6% | Reduced |
| High Net Worth Advisory Group LLC | 636 | $25.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 700 | $27.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $28.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 720 | $28.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $28.6K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 777 | $30.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 864 | $33.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 861 | $33.2K | 0.01% | +663+334.8% | Added |
| Hudock, Inc. | 900 | $34.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 915 | $35.0K | 0.00% | +784+598.5% | Added |
| Baldwin Brothers Inc | 956 | $37.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,013 | $39.0K | 0.00% | −40,541−97.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,019 | $39.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,055 | $41.0K | 0.00% | +69+7.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,050 | $41.0K | 0.03% | +477+83.2% | Added |
| Lindbrook Capital, LLC | 1,075 | $42.0K | 0.01% | −2,179−67.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $43.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,083 | $43.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,144 | $44.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,141 | $44.0K | 0.01% | +1,141 | New |
| Proequities, Inc. | 1,276 | $50.0K | 0.00% | +406+46.7% | Added |