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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1,551 | $50.0K | 0.00% | −8−0.5% | Reduced |
| Simplex Trading, LLC | 1,567 | $50.0K | 0.00% | +1,567 | New |
| McClarren Financial Advisors, Inc. | 1,575 | $50.0K | 0.05% | +1,575 | New |
| Kepos Capital LP | 1,786 | $58.0K | 0.01% | +74+4.3% | Added |
| Ronald Blue Trust, Inc. | 1,513 | $58.0K | 0.00% | +32+2.2% | Added |
| Quadrant Capital Group LLC | 1,944 | $63.0K | 0.01% | +449+30.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,956 | $63.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,003 | $65.0K | 0.03% | −136−6.4% | Reduced |
| AIA Group Ltd | 2,096 | $68.0K | 0.00% | −1,624−43.7% | Reduced |
| Hantz Financial Services, Inc. | 2,125 | $69.0K | 0.00% | −25−1.2% | Reduced |
| PFG Private Wealth Management, LLC | 2,178 | $70.0K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,220 | $72.0K | 0.02% | +9+0.4% | Added |
| MCF Advisors LLC | 2,250 | $73.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,250 | $73.0K | 0.02% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,240 | $73.0K | 0.01% | +2,240 | New |
| Itau Unibanco Holding S.A. | 2,284 | $74.0K | 0.00% | −208−8.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,378 | $77.0K | 0.07% | −42−1.7% | Reduced |
| Parallel Advisors, LLC | 2,415 | $78.0K | 0.00% | +624+34.8% | Added |
| Duncker Streett & Co Inc | 2,500 | $81.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,551 | $82.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,524 | $82.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 2,810 | $91.0K | 0.04% | −9−0.3% | Reduced |
| Altshuler Shaham Ltd | 2,956 | $98.0K | 0.00% | −342−10.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,037 | $98.0K | 0.04% | −200−6.2% | Reduced |
| Ci Investments Inc. | 3,039 | $98.0K | 0.00% | −153−4.8% | Reduced |
| Lindbrook Capital, LLC | 3,321 | $107.0K | 0.02% | +2,246+208.9% | Added |
| Webster Bank, N. A. | 3,664 | $118.0K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,755 | $121.0K | 0.04% | 00.0% | Unchanged |
| EMC Capital Management | 3,974 | $128.0K | 0.12% | 00.0% | Unchanged |
| Central Trust Co | 3,950 | $128.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,067 | $131.0K | 0.00% | +204+5.3% | Added |
| Vestcor Inc | 4,947 | $160.0K | 0.01% | +65+1.3% | Added |
| SG Americas Securities, LLC | 5,248 | $170.0K | 0.00% | −90,655−94.5% | Reduced |
| DuPont Capital Management Corp | 5,244 | $170.0K | 0.01% | +5,244 | New |
| Van Eck Associates Corp | 5,574 | $180.0K | 0.00% | −292−5.0% | Reduced |
| JFS Wealth Advisors, LLC | 5,897 | $191.0K | 0.02% | −29−0.5% | Reduced |
| Avantax Advisory Services, Inc. | 6,318 | $204.0K | 0.00% | −214−3.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,300 | $204.0K | 0.12% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 6,431 | $207.9K | 0.15% | +6,431 | New |
| Boothbay Fund Management, LLC | 6,432 | $208.0K | 0.01% | +6,432 | New |
| Compagnie Lombard Odier SCmA | 6,473 | $209.0K | 0.01% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 6,588 | $212.0K | 0.03% | −838−11.3% | Reduced |
| Bailard, Inc. | 6,559 | $212.0K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,623 | $214.0K | 0.12% | +122+1.9% | Added |
| Garrison Point Advisors, LLC | 6,680 | $216.0K | 0.19% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,855 | $221.0K | 0.02% | −1,270−15.6% | Reduced |
| Moors & Cabot, Inc. | 6,837 | $221.0K | 0.02% | −750−9.9% | Reduced |
| Advisor Partners II, LLC | 6,873 | $222.0K | 0.02% | +6,873 | New |
| Bell Bank | 7,117 | $230.0K | 0.03% | −24−0.3% | Reduced |
| Lazard Asset Management LLC | 7,203 | $231.0K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 7,246 | $234.0K | 0.00% | +47+0.7% | Added |
| Covestor Ltd | 7,449 | $241.0K | 0.21% | −117−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,500 | $242.0K | 0.01% | −61−0.8% | Reduced |
| Connectus Wealth, LLC | 7,500 | $242.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 7,621 | $246.0K | 0.11% | −395−4.9% | Reduced |
| Bryn Mawr Trust Co | 7,607 | $246.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 7,675 | $248.0K | 0.02% | +30.0% | Added |
| BKD Wealth Advisors, LLC | 7,683 | $248.0K | 0.01% | +228+3.1% | Added |
| Sonora Investment Management Group, LLC | 6,470 | $250.0K | 0.03% | 00.0% | Unchanged |
| Cetera Investment Advisers | 7,812 | $253.0K | 0.01% | +337+4.5% | Added |
| Mirabella Financial Services LLP | 7,725 | $254.0K | 0.03% | +7,725 | New |
| Twin Tree Management, LP | 7,967 | $258.0K | 0.01% | +7,967 | New |
| Quantbot Technologies LP | 8,014 | $259.0K | 0.02% | +8,014 | New |
| V2 Financial group LLC | 8,030 | $259.6K | 0.23% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 8,045 | $260.0K | 0.03% | +112+1.4% | Added |
| Jeppson Wealth Management, LLC | 8,081 | $261.0K | 0.12% | +1,156+16.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,111 | $262.0K | 0.00% | −13,155−61.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,158 | $264.0K | 0.06% | +8,158 | New |
| Chesley Taft & Associates LLC | 8,280 | $268.0K | 0.02% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 8,333 | $269.0K | 0.16% | +8,333 | New |
| Godshalk Welsh Capital Management, Inc. | 8,775 | $284.0K | 0.21% | −1,550−15.0% | Reduced |
| Lindenwold Advisors | 8,770 | $284.0K | 0.21% | +131+1.5% | Added |
| American Portfolios Advisors | 8,815 | $285.0K | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 8,704 | $285.0K | 0.00% | 00.0% | Unchanged |
| Mma Asset Management LLC | 8,877 | $287.0K | 0.25% | −2,068−18.9% | Reduced |
| Banque Cantonale Vaudoise | 8,900 | $288.0K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 8,919 | $288.0K | 0.05% | +8,919 | New |
| SevenBridge Financial Group, LLC | 8,900 | $288.0K | 0.10% | +8,900 | New |
| Vontobel Holding Ltd. | 8,773 | $289.0K | 0.00% | −1,934−18.1% | Reduced |
| BancorpSouth Bank | 8,918 | $289.0K | 0.03% | +8,918 | New |
| Costello Asset Management, INC | 9,014 | $291.0K | 0.27% | −1,027−10.2% | Reduced |
| Philadelphia Trust Co | 9,338 | $302.0K | 0.03% | +9,338 | New |
| Wade G W & Inc | 9,366 | $303.0K | 0.01% | +549+6.2% | Added |
| Hyman Charles D | 9,598 | $310.0K | 0.02% | −180−1.8% | Reduced |
| Twinbeech Capital LP | 9,628 | $311.0K | 0.01% | +9,628 | New |
| Haverford Trust Co | 9,658 | $312.0K | 0.00% | +975+11.2% | Added |
| Ancora Advisors, LLC | 9,669 | $313.0K | 0.01% | −40,060−80.6% | Reduced |
| Needham Investment Management LLC | 10,000 | $323.0K | 0.06% | −10,000−50.0% | Reduced |
| TL Private Wealth | 9,935 | $324.0K | 0.20% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,010 | $324.0K | 0.01% | +1,119+12.6% | Added |
| Creative Planning | 10,140 | $328.0K | 0.00% | +3,006+42.1% | Added |
| IFP Advisors, Inc | 6,926 | $346.0K | 0.01% | +948+15.9% | Added |
| Grandview Asset Management LLC | 10,831 | $350.0K | 0.22% | −24−0.2% | Reduced |
| Weiss Asset Management LP | 10,950 | $354.0K | 0.01% | +10,950 | New |
| Fulton Bank, N.A. | 11,047 | $357.0K | 0.02% | −431−3.8% | Reduced |
| Veritable, L.P. | 11,082 | $358.0K | 0.01% | −297−2.6% | Reduced |
| Shelton Capital Management | 11,082 | $358.0K | 0.02% | 00.0% | Unchanged |
| Versor Investments LP | 11,315 | $366.0K | 0.02% | +11,315 | New |
| Fuller & Thaler Asset Management, Inc. | 11,425 | $369.0K | 0.00% | −2,640−18.8% | Reduced |
| Daiwa Securities Group Inc. | 11,407 | $369.0K | 0.00% | +822+7.8% | Added |