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 |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 3,237 | $125.0K | 0.05% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,192 | $123.0K | 0.00% | −2,486−43.8% | Reduced |
| State of Wyoming | 2,819 | $109.0K | 0.07% | −707−20.1% | Reduced |
| Dividend Assets Capital, LLC | 2,551 | $98.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,524 | $97.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,500 | $97.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,492 | $96.0K | 0.00% | +2,492 | New |
| ACG Wealth | 2,459 | $95.0K | 0.02% | +2,459 | New |
| Hazlett, Burt & Watson, Inc. | 2,420 | $93.0K | 0.09% | +8+0.3% | Added |
| MCF Advisors LLC | 2,250 | $87.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,250 | $87.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,211 | $85.0K | 0.02% | +8+0.4% | Added |
| Rosenberg Matthew Hamilton | 2,139 | $85.0K | 0.03% | +178+9.1% | Added |
| PFG Private Wealth Management, LLC | 2,178 | $84.0K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,150 | $83.0K | 0.00% | −71,815−97.1% | Reduced |
| Worth Asset Management, LLC | 2,150 | $83.0K | 0.06% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,956 | $75.5K | 0.00% | −2,136−52.2% | Reduced |
| Parallel Advisors, LLC | 1,791 | $69.0K | 0.00% | +151+9.2% | Added |
| Kepos Capital LP | 1,712 | $66.0K | 0.01% | +1,712 | New |
| First Horizon Advisors, Inc. | 1,712 | $65.0K | 0.00% | +348+25.5% | Added |
| National Bank of Canada | 1,641 | $64.0K | 0.00% | −55,221−97.1% | Reduced |
| SeaCrest Wealth Management, LLC | 1,669 | $64.0K | 0.01% | +1,669 | New |
| Massmutual Trust Co FSB | 1,559 | $60.0K | 0.00% | +39+2.6% | Added |
| Tobam | 1,558 | $60.0K | 0.00% | +806+107.2% | Added |
| Quadrant Capital Group LLC | 1,495 | $58.0K | 0.01% | +368+32.7% | Added |
| Valley National Advisers Inc | 1,443 | $57.0K | 0.01% | −3,101−68.2% | Reduced |
| Denali Advisors LLC | 1,400 | $54.0K | 0.02% | −9,800−87.5% | Reduced |
| Concord Wealth Partners | 1,398 | $54.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,481 | $54.0K | 0.00% | +1,481 | New |
| Deseret Mutual Benefit Administrators | 1,366 | $53.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,362 | $53.0K | 0.01% | +1,310+2,519.2% | Added |
| Proequities, Inc. | 1,276 | $50.0K | 0.00% | +406+46.7% | Added |
| 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 |
| 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 |
| Lindbrook Capital, LLC | 1,075 | $42.0K | 0.01% | −2,179−67.0% | Reduced |
| 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 |
| 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 |
| Baldwin Brothers Inc | 956 | $37.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 915 | $35.0K | 0.00% | +784+598.5% | Added |
| Hudock, Inc. | 900 | $34.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 861 | $33.2K | 0.01% | +663+334.8% | Added |
| Norway Savings Bank | 864 | $33.0K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 777 | $30.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $28.6K | 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 |
| Credit Agricole S A | 700 | $27.0K | 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 |
| 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 |
| 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 |
| 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 |
| United Community Bank | 515 | $19.9K | 0.02% | +205+66.1% | Added |
| Smithfield Trust Co | 475 | $19.0K | 0.00% | 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 |
| Baron Financial Group, LLC | 450 | $17.4K | 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 |
| Cordasco Financial Network | 328 | $13.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Total Clarity Wealth Management, Inc. | 191 | $7.00K | 0.00% | +191 | New |
| Bartlett & Co. Wealth Management LLC | 163 | $6.35K | 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 |
| 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 |
| 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 |
| Fieldpoint Private Securities, LLC | 80 | $3.00K | 0.00% | −50−38.5% | Reduced |