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 |
|---|---|---|---|---|---|
| Navellier & Associates Inc | 11,430 | $370.0K | 0.08% | −217−1.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,489 | $371.0K | 0.02% | −2,500−17.9% | Reduced |
| Epoch Investment Partners, Inc. | 11,893 | $385.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12,000 | $388.0K | 0.16% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 12,357 | $400.0K | 0.11% | +1,066+9.4% | Added |
| Johnson Financial Group, Inc. | 11,501 | $406.0K | 0.04% | +4,732+69.9% | Added |
| MML Investors Services, LLC | 12,679 | $410.0K | 0.00% | −1,340−9.6% | Reduced |
| Intech Investment Management LLC | 12,827 | $414.7K | 0.00% | +125+1.0% | Added |
| Schechter Investment Advisors, LLC | 13,179 | $426.0K | 0.04% | +1,094+9.1% | Added |
| Williams Jones Wealth Management, LLC. | 13,518 | $437.0K | 0.01% | 00.0% | Unchanged |
| Gibraltar Capital Management, Inc. | 13,803 | $446.0K | 0.23% | +13,803 | New |
| Winton Group Ltd | 13,842 | $448.0K | 0.03% | −15,172−52.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 14,080 | $455.0K | 0.02% | +3,936+38.8% | Added |
| Ethic Inc. | 14,165 | $458.0K | 0.03% | +4,592+48.0% | Added |
| V Wealth Advisors LLC | 14,192 | $459.0K | 0.09% | +1,668+13.3% | Added |
| Quantinno Capital Management LP | 14,375 | $465.0K | 0.06% | −2,091−12.7% | Reduced |
| Wetherby Asset Management Inc | 14,400 | $465.0K | 0.03% | −568−3.8% | Reduced |
| Exchange Traded Concepts, LLC | 14,432 | $467.0K | 0.02% | −224−1.5% | Reduced |
| Seeyond | 14,585 | $471.0K | 0.06% | −9,815−40.2% | Reduced |
| Public Sector Pension Investment Board | 14,800 | $478.0K | 0.00% | +14,800 | New |
| Private Advisor Group, LLC | 14,934 | $483.0K | 0.01% | −49,128−76.7% | Reduced |
| Nations Financial Group Inc, | 14,934 | $483.0K | 0.07% | −644−4.1% | Reduced |
| KBC Group NV | 14,941 | $483.0K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 14,992 | $484.7K | 0.05% | −17,631−54.0% | Reduced |
| Greenleaf Trust | 15,492 | $501.0K | 0.01% | +1,609+11.6% | Added |
| Elo Mutual Pension Insurance Co | 15,719 | $508.0K | 0.02% | −723−4.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,926 | $515.0K | 0.01% | +4,800+43.1% | Added |
| TD Asset Management Inc | 15,710 | $517.0K | 0.00% | −500−3.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 16,200 | $524.0K | 0.03% | +16,200 | New |
| FORA Capital, LLC | 16,263 | $526.0K | 0.10% | +16,263 | New |
| JustInvest LLC | 16,776 | $542.0K | 0.02% | −1,402−7.7% | Reduced |
| US Bancorp | 16,808 | $542.0K | 0.00% | +1,113+7.1% | Added |
| Profund Advisors LLC | 16,880 | $546.0K | 0.04% | −929−5.2% | Reduced |
| Tower Research Capital LLC (TRC) | 17,743 | $573.0K | 0.01% | +3,387+23.6% | Added |
| Carnegie Capital Asset Management, LLC | 17,794 | $575.0K | 0.03% | −1,045−5.5% | Reduced |
| Cetera Advisor Networks LLC | 17,884 | $578.0K | 0.01% | +2,806+18.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 18,206 | $589.0K | 0.00% | +7,759+74.3% | Added |
| Wealthspire Advisors, LLC | 18,303 | $592.0K | 0.01% | +53+0.3% | Added |
| CIBC Asset Management Inc | 18,473 | $597.0K | 0.00% | +8,728+89.6% | Added |
| Securian Asset Management, Inc | 19,044 | $616.0K | 0.02% | −100−0.5% | Reduced |
| Naples Global Advisors, LLC | 19,725 | $644.0K | 0.09% | +2,800+16.5% | Added |
| Donald L. Hagan, LLC | 20,104 | $650.0K | 0.46% | −446−2.2% | Reduced |
| Jump Financial, LLC | 20,172 | $652.0K | 0.03% | −89,329−81.6% | Reduced |
| Crossmark Global Holdings, Inc. | 20,164 | $652.0K | 0.02% | −450−2.2% | Reduced |
| British Columbia Investment Management Corp | 20,561 | $665.0K | 0.01% | −3,627−15.0% | Reduced |
| Centiva Capital, LP | 20,803 | $673.0K | 0.05% | −4,816−18.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 21,078 | $681.0K | 0.00% | +3,675+21.1% | Added |
| Argyle Capital Management Inc. | 21,450 | $693.0K | 0.27% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 21,815 | $705.0K | 0.05% | −70.0% | Reduced |
| Candriam Luxembourg S.C.A. | 22,043 | $713.0K | 0.01% | −9,960−31.1% | Reduced |
| United Services Automobile Association | 23,095 | $747.0K | 0.02% | +652+2.9% | Added |
| Cutter & CO Brokerage, Inc. | 23,227 | $751.0K | 0.28% | −3,605−13.4% | Reduced |
| Public Employees Retirement Association of Colorado | 23,253 | $752.0K | 0.00% | −729−3.0% | Reduced |
| Kendall Capital Management | 23,589 | $763.0K | 0.44% | +3,768+19.0% | Added |
| Echo Street Capital Management LLC | 23,881 | $772.0K | 0.01% | +23,881 | New |
| Bokf, NA | 23,949 | $775.0K | 0.02% | −73−0.3% | Reduced |
| Mariner, LLC | 23,969 | $775.0K | 0.00% | +1,357+6.0% | Added |
| Assetmark, Inc | 24,026 | $777.0K | 0.00% | −25,259−51.3% | Reduced |
| Xponance, Inc. | 24,980 | $808.0K | 0.02% | −208−0.8% | Reduced |
| Nissay Asset Management Corp | 25,219 | $815.0K | 0.01% | +796+3.3% | Added |
| Redhawk Wealth Advisors, Inc. | 25,218 | $815.0K | 0.35% | +25,218 | New |
| Mercer Global Advisors Inc | 25,340 | $818.0K | 0.00% | −189−0.7% | Reduced |
| GoalVest Advisory LLC | 25,874 | $837.0K | 0.59% | +3,438+15.3% | Added |
| Advisors Asset Management, Inc. | 26,289 | $850.0K | 0.02% | +1,323+5.3% | Added |
| PEAK6 Investments LLC | 26,600 | $860.0K | 0.03% | −9,096−25.5% | Reduced |
| Oppenheimer Asset Management Inc. | 27,293 | $882.0K | 0.02% | −3,163−10.4% | Reduced |
| Cornercap Investment Counsel Inc | 27,294 | $882.0K | 0.17% | +121+0.4% | Added |
| Agf Investments Inc. | 27,500 | $889.0K | 0.01% | +27,500 | New |
| Janus Henderson Group PLC | 27,646 | $895.0K | 0.00% | +1,594+6.1% | Added |
| 1832 Asset Management L.P. | 27,765 | $898.0K | 0.00% | +5,561+25.0% | Added |
| Rehmann Capital Advisory Group | 27,896 | $901.9K | 0.10% | −1,772−6.0% | Reduced |
| Natixis | 28,200 | $912.0K | 0.00% | −42,900−60.3% | Reduced |
| Baird Financial Group, Inc. | 28,269 | $914.0K | 0.00% | +28+0.1% | Added |
| Coastline Trust Co | 28,291 | $915.0K | 0.15% | −1,665−5.6% | Reduced |
| AlphaCrest Capital Management LLC | 28,717 | $928.0K | 0.06% | −37,952−56.9% | Reduced |
| HRT Financial LP | 29,536 | $954.0K | 0.01% | +29,536 | New |
| Hussman Strategic Advisors, Inc. | 30,000 | $970.0K | 0.17% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 30,094 | $973.0K | 0.01% | −1,967−6.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,240 | $978.0K | 0.02% | −4,909−14.0% | Reduced |
| Graham Capital Management, L.P. | 30,364 | $981.0K | 0.04% | +30,364 | New |
| Ellis Investment Partners, LLC | 30,415 | $983.0K | 0.27% | −329−1.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 30,530 | $987.0K | 0.10% | −7,910−20.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 30,564 | $988.0K | 0.00% | −5,443−15.1% | Reduced |
| ARGI Investment Services, LLC | 30,622 | $990.0K | 0.03% | +3,714+13.8% | Added |
| Jacobi Capital Management LLC | 30,807 | $996.0K | 0.14% | +445+1.5% | Added |
| Ashton Thomas Private Wealth, LLC | 30,810 | $996.1K | 0.11% | −3,423−10.0% | Reduced |
| ExodusPoint Capital Management, LP | 31,228 | $1.01M | 0.01% | +31,228 | New |
| Bayesian Capital Management, LP | 31,423 | $1.02M | 0.21% | −3,600−10.3% | Reduced |
| Virtu Financial LLC | 31,439 | $1.02M | 0.09% | +31,439 | New |
| Convergence Investment Partners, LLC | 31,929 | $1.03M | 0.67% | −595−1.8% | Reduced |
| Investors Research Corp | 32,500 | $1.05M | 0.32% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 32,979 | $1.07M | 0.00% | −183,017−84.7% | Reduced |
| Bridgewater Associates, LP | 33,016 | $1.07M | 0.01% | −4,158−11.2% | Reduced |
| New Mexico Educational Retirement Board | 33,000 | $1.07M | 0.06% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 33,525 | $1.08M | 0.75% | −1,579−4.5% | Reduced |
| Magnetar Financial LLC | 33,747 | $1.09M | 0.02% | +33,747 | New |
| Gries Financial LLC | 34,187 | $1.10M | 0.47% | −16,638−32.7% | Reduced |
| BCM Advisors, LLC | 32,225 | $1.14M | 0.33% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 35,239 | $1.14M | 0.23% | +5,005+16.6% | Added |
| Aurora Investment Counsel | 35,671 | $1.15M | 0.88% | +984+2.8% | Added |