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 |
|---|---|---|---|---|---|
| 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 |
| Venture Visionary Partners LLC | 72 | $2.78K | 0.00% | +72 | New |
| 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 |
| TD Waterhouse Canada Inc. | 48 | $1.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $1.85K | 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 |
| TD Private Client Wealth LLC | 25 | $965 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11 | $425 | 0.00% | +6+120.0% | Added |
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Accel Wealth Management | 5 | $0 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −391,300−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −382,690−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −322,528−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −255,764−100.0% | Sold out |
| Coann Capital LLC | 0 | $0 | 0.00% | −167,809−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −164,689−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −157,091−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −153,126−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −179,523−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −113,105−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −110,500−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −64,882−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −54,607−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −49,571−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −33,500−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −30,996−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −29,346−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −28,707−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −26,328−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −22,400−100.0% | Sold out |
| Edgemoor Investment Advisors, Inc. | 0 | $0 | 0.00% | −19,216−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −17,104−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −16,470−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −15,829−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,212−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −14,827−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,244−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −11,084−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,273−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −9,072−100.0% | Sold out |
| Barry Investment Advisors, LLC | 0 | $0 | 0.00% | −7,636−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,619−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −7,407−100.0% | Sold out |
| Sabal Trust CO | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,522−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −6,383−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −5,936−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −5,846−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,640−100.0% | Sold out |
| Ferguson Wellman Capital Management, Inc | 0 | $0 | 0.00% | −5,608−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,661−100.0% | Sold out |
| McCarthy Asset Management, Inc. | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,674−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −529−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Freedman Financial Associates, Inc. | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −69,361−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |