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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.

Q3 2022 vs. Q2 2022

How the institutions holding Ugi Corp changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of UGI: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders5326510−16
Shares171.6M46.2K172.0M+430.0K (+0.3%)
Value$6.65B$1.94M$5.57B−$1.09B (−16.3%)

6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (56)

Institutions that held Ugi Corp at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to UGI in Q3 2022
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC267,364$8.64M0.03%
Ergoteles LLC229,027$7.40M0.26%
Teachers Retirement System of the State of Kentucky183,008$5.92M0.07%
Susquehanna Fundamental Investments, LLC160,600$5.19M0.09%
Qube Research & Technologies Ltd102,974$3.33M0.02%
Bridgeway Capital Management, LLC96,200$3.11M0.08%
Duality Advisers, LP89,841$2.90M0.32%
Jefferies Group LLC75,000$2.42M0.07%
Schonfeld Strategic Advisors LLC74,345$2.40M0.02%
Virginia Retirement Systems Et Al55,200$1.78M0.02%
Jane Street Group, LLC54,019$1.75M0.00%
Healthcare of Ontario Pension Plan Trust Fund46,975$1.52M0.01%
Power Corp of Canada43,052$1.39M0.21%
Verition Fund Management LLC39,557$1.28M0.02%
Magnetar Financial LLC33,747$1.09M0.02%
Virtu Financial LLC31,439$1.02M0.09%
ExodusPoint Capital Management, LP31,228$1.01M0.01%
Graham Capital Management, L.P.30,364$981.0K0.04%
HRT Financial LP29,536$954.0K0.01%
Agf Investments Inc.27,500$889.0K0.01%
Redhawk Wealth Advisors, Inc.25,218$815.0K0.35%
Echo Street Capital Management LLC23,881$772.0K0.01%
FORA Capital, LLC16,263$526.0K0.10%
U.S. Capital Wealth Advisors, LLC16,200$524.0K0.03%
Public Sector Pension Investment Board14,800$478.0K0.00%
Gibraltar Capital Management, Inc.13,803$446.0K0.23%
Versor Investments LP11,315$366.0K0.02%
Weiss Asset Management LP10,950$354.0K0.01%
Twinbeech Capital LP9,628$311.0K0.01%
Philadelphia Trust Co9,338$302.0K0.03%
BancorpSouth Bank8,918$289.0K0.03%
Metis Global Partners, LLC8,919$288.0K0.05%
SevenBridge Financial Group, LLC8,900$288.0K0.10%
Centennial Wealth Advisory LLC8,333$269.0K0.16%
Procyon Private Wealth Partners, LLC8,158$264.0K0.06%
Quantbot Technologies LP8,014$259.0K0.02%
Twin Tree Management, LP7,967$258.0K0.01%
Mirabella Financial Services LLP7,725$254.0K0.03%
Advisor Partners II, LLC6,873$222.0K0.02%
Boothbay Fund Management, LLC6,432$208.0K0.01%
Burns Matteson Capital Management, LLC6,431$207.9K0.15%
DuPont Capital Management Corp5,244$170.0K0.01%
Wipfli Financial Advisors LLC,2,240$73.0K0.01%
Simplex Trading, LLC1,567$50.0K0.00%
McClarren Financial Advisors, Inc.1,575$50.0K0.05%
Asset Dedication, LLC642$21.0K0.00%
Gladius Capital Management LP424$14.0K0.00%
Norwood Financial Corp275$9.00K0.02%
Stonebridge Capital Advisors LLC260$8.00K0.00%
EdgeRock Capital LLC128$4.00K0.00%
Brown Brothers Harriman & Co86$3.00K0.00%
Center for Financial Planning, Inc.49$2.00K0.00%
Householder Group Estate & Retirement Specialist, LLC82$2.00K0.00%
Community Bank, N.A.25$1.00K0.00%
SJS Investment Consulting Inc.35$1.00K0.00%
First Command Advisory Services, Inc.265$00.00%

Sold out (72)

Institutions that held Ugi Corp at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of UGI in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Deprince Race & Zollo Inc680,806$26.3M
Old Republic International Corporation333,000$12.9M
Zacks Investment Management122,170$4.72M
Second Half Financial Partners, LLC104,327$4.28M
Grantham, Mayo, Van Otterloo & Co. LLC78,300$3.02M
Marshall Wace, LLP73,605$2.84M
Edgestream Partners, L.P.70,425$2.72M
Trexquant Investment LP51,631$1.99M
Squarepoint Ops LLC50,057$1.93M
Mirae Asset Global Investments Co., Ltd.36,896$1.68M
Engineers Gate Manager LP28,693$1.11M
Point72 Hong Kong Ltd28,496$1.10M
Banco Santander, S.A.27,440$1.06M
Atria Investments LLC27,206$1.05M
Lido Advisors, LLC22,551$870.0K
CX Institutional22,330$863.0K
Maryland State Retirement & Pension System15,926$615.0K
USS Investment Management Ltd15,478$598.0K
Teza Capital Management LLC15,094$583.0K
Campbell & CO Investment Adviser LLC14,035$542.0K
Pacer Advisors, Inc.12,652$488.0K
Redpoint Investment Management Pty Ltd11,870$458.0K
A. D. Beadell Investment Counsel, Inc.11,000$424.0K
HBK Sorce Advisory LLC10,762$416.0K
Quantamental Technologies LLC10,736$415.0K
Cadence Bank NA9,849$380.0K
Krane Funds Advisors LLC9,715$375.0K
Quadrature Capital Ltd9,283$359.0K
Pathstone Family Office, LLC8,590$334.5K
Wesbanco Bank Inc8,109$314.0K
Wrapmanager Inc7,763$300.0K
Watershed Asset Management, L.L.C.6,714$259.0K
First Citizens Bank & Trust Co6,463$249.0K
Meiji Yasuda Asset Management Co Ltd.6,444$249.0K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,694$246.0K
Neo Ivy Capital Management6,214$239.0K
Stephens Inc6,103$236.0K
Beirne Wealth Consulting Services, LLC6,000$234.0K
Boston Family Office LLC6,000$232.0K
Gsa Capital Partners LLP5,888$227.0K
Tiaa, FSB5,840$225.0K
Hunter Associates Investment Management LLC5,737$221.0K
Pearl River Capital, LLC5,660$219.0K
Baker Ellis Asset Management LLC5,650$218.0K
Doliver Advisors, LP5,595$216.0K
Meiji Yasuda Life Insurance Co5,539$214.0K
CWM Advisors, LLC5,482$212.0K
Regentatlantic Capital LLC5,438$210.0K
Hoylecohen, LLC5,395$208.0K
Moneta Group Investment Advisors LLC5,284$204.0K
Davenport & Co LLC5,195$201.0K
Hendley & Co Inc5,190$200.0K
ACG Wealth2,459$95.0K
Worth Asset Management, LLC2,150$83.0K
SeaCrest Wealth Management, LLC1,669$64.0K
Concord Wealth Partners1,398$54.0K
Wolverine Asset Management LLC1,013$39.0K
Graves-Light Private Wealth Management, Inc.1,019$39.0K
Baldwin Brothers Inc956$37.0K
Ten Capital Wealth Advisors, LLC777$30.0K
Sterling Investment Advisors, Ltd.720$28.0K
Baron Financial Group, LLC450$17.4K
Total Clarity Wealth Management, Inc.191$7.00K
Group One Trading, L.P.151$6.00K
Sageworth Trust Co of South Dakota79$3.00K
Venture Visionary Partners LLC72$2.78K
Clearstead Advisors, LLC39$2.00K
Trustcore Financial Services, LLC43$2.00K
CoreCap Advisors, LLC62$2.00K
Steward Financial Group LLC70$2.00K
Raleigh Capital Management Inc.43$2.00K
Transamerica Financial Advisors, Inc.1–

Not filed for Q3 2022 yet (6)

Institutions that held Ugi Corp at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Sciencast Management LP31,675$1.38M
Advisor Partners LLC7,554$292.0K
Coldstream Capital Management Inc6,439$249.0K
Cordasco Financial Network328$13.0K
Fieldpoint Private Securities, LLC80$3.00K
Private Capital Group, LLC82$3.00K