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, Q3 2022
Institutional positions in Ugi Corp as of Sep 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
- 510
- −16 vs. Q2 2022
- Shares held
- 172.0M
- +430.0K (+0.3%) vs. Q2 2022
- Total value
- $5.57B
- −$1.09B (−16.3%) vs. Q2 2022
- New holders
- 56
- 151 more added
- Sold out
- 72
- 202 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 7 | $0 | 0.00% | −520−98.7% | Reduced |
| Versant Capital Management, Inc | 14 | $0 | 0.00% | −67−82.7% | Reduced |
| Financial Management Professionals, Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9 | $0 | 0.00% | −10−52.6% | Reduced |
| RWM Asset Management, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 265 | $0 | 0.00% | +265 | New |
| Sutton Wealth Advisors Inc. | 11 | $356 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $808 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 44 | $1.00K | 0.00% | −84−65.6% | Reduced |
| Prestige Wealth Management Group LLC | 19 | $1.00K | 0.00% | −34−64.2% | Reduced |
| Schubert & Co | 39 | $1.00K | 0.00% | −13−25.0% | Reduced |
| Disciplined Investments, LLC | 32 | $1.00K | 0.00% | −4−11.1% | Reduced |
| Community Bank, N.A. | 25 | $1.00K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 35 | $1.00K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 48 | $1.55K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 48 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 91 | $2.00K | 0.00% | −316−77.6% | Reduced |
| Sargent Bickham Lagudis LLC | 53 | $2.00K | 0.00% | −104−66.2% | Reduced |
| Parkside Financial Bank & Trust | 44 | $2.00K | 0.00% | −17−27.9% | Reduced |
| Focused Wealth Management, Inc | 61 | $2.00K | 0.00% | +1+1.7% | Added |
| Quent Capital, LLC | 64 | $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 |
| Center for Financial Planning, Inc. | 49 | $2.00K | 0.00% | +49 | New |
| Householder Group Estate & Retirement Specialist, LLC | 82 | $2.00K | 0.00% | +82 | New |
| FinTrust Capital Advisors, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 98 | $3.00K | 0.00% | +32+48.5% | Added |
| Sound Income Strategies, LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 98 | $3.00K | 0.00% | +35+55.6% | Added |
| Brown Brothers Harriman & Co | 86 | $3.00K | 0.00% | +86 | New |
| Pinnacle Bancorp, Inc. | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 128 | $4.00K | 0.00% | +128 | New |
| Earnest Partners LLC | 153 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 163 | $5.33K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 150 | $6.00K | 0.00% | −150−50.0% | Reduced |
| Resources Management Corp | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 175 | $6.00K | 0.00% | −26−12.9% | Reduced |
| Blume Capital Management, Inc. | 223 | $7.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 215 | $7.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 209 | $7.00K | 0.00% | +186+808.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 255 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 255 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 246 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 260 | $8.00K | 0.00% | +260 | New |
| BerganKDV Wealth Management, LLC | 271 | $9.00K | 0.00% | −20−6.9% | Reduced |
| Norwood Financial Corp | 275 | $9.00K | 0.02% | +275 | New |
| Lee Financial Co | 302 | $10.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 307 | $10.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 379 | $12.0K | 0.00% | −983−72.2% | Reduced |
| FNY Investment Advisers, LLC | 400 | $12.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 412 | $13.0K | 0.00% | +97+30.8% | Added |
| AdvisorNet Financial, Inc | 427 | $14.0K | 0.00% | +260+155.7% | Added |
| Gladius Capital Management LP | 424 | $14.0K | 0.00% | +424 | New |
| North Star Investment Management Corp. | 476 | $15.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 475 | $16.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 515 | $16.6K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 509 | $17.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 520 | $17.0K | 0.01% | +287+123.2% | Added |
| Umb Bank N A | 585 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $19.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 597 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $20.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $20.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 647 | $21.0K | 0.00% | −7,493−92.1% | Reduced |
| Huntington National Bank | 638 | $21.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 636 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 638 | $21.0K | 0.00% | +3+0.5% | Added |
| Asset Dedication, LLC | 642 | $21.0K | 0.00% | +642 | New |
| Private Trust Co NA | 672 | $22.0K | 0.00% | −469−41.1% | Reduced |
| TCI Wealth Advisors, Inc. | 675 | $22.0K | 0.00% | +215+46.7% | Added |
| Tobam | 702 | $23.0K | 0.00% | −856−54.9% | Reduced |
| Credit Agricole S A | 700 | $23.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $23.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $24.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 861 | $27.8K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 864 | $28.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 900 | $29.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 937 | $30.0K | 0.00% | −118−11.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,050 | $34.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,112 | $35.0K | 0.00% | −600−35.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,087 | $35.0K | 0.01% | −279−20.4% | Reduced |
| Key Financial Inc | 1,083 | $35.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,109 | $36.0K | 0.00% | −35−3.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $36.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,132 | $37.0K | 0.00% | −144−11.3% | Reduced |
| Denali Advisors LLC | 1,200 | $39.0K | 0.02% | −200−14.3% | Reduced |
| Valley National Advisers Inc | 1,199 | $40.0K | 0.01% | −244−16.9% | Reduced |
| Allworth Financial LP | 1,440 | $47.0K | 0.00% | +525+57.4% | Added |
| Geneos Wealth Management Inc. | 1,532 | $49.0K | 0.00% | −18,559−92.4% | Reduced |