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 |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | 2,971,758 | $96.1M | 0.02% | +130,646+4.6% | Added |
| Geode Capital Management, LLC | 2,972,303 | $97.0M | 0.01% | −74,055−2.4% | Reduced |
| Wellington Management Group LLP | 3,660,673 | $118.3M | 0.03% | −2,577,634−41.3% | Reduced |
| LSV Asset Management | 3,719,400 | $120.2M | 0.28% | +1,577,733+73.7% | Added |
| Snyder Capital Management L P | 4,369,023 | $141.3M | 3.61% | +418,262+10.6% | Added |
| Deutsche Bank AG | 7,770,181 | $251.2M | 0.15% | +18,828+0.2% | Added |
| First Eagle Investment Management, LLC | 8,471,181 | $273.9M | 0.83% | −82,568−1.0% | Reduced |
| State Street Corp | 15,887,945 | $519.3M | 0.03% | −2,486,938−13.5% | Reduced |
| Vanguard Group Inc | 24,130,520 | $780.1M | 0.02% | +1,141,345+5.0% | Added |
| BlackRock Inc. | 29,641,256 | $958.3M | 0.03% | −377,969−1.3% | Reduced |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −680,806−100.0% | Sold out |
| Old Republic International Corporation | 0 | $0 | 0.00% | −333,000−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −122,170−100.0% | Sold out |
| Second Half Financial Partners, LLC | 0 | $0 | 0.00% | −104,327−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −78,300−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −73,605−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −70,425−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −51,631−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −50,057−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −36,896−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −28,693−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −28,496−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −27,440−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −27,206−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −22,551−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −22,330−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −15,926−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −15,478−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −15,094−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,035−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −12,652−100.0% | Sold out |
| Redpoint Investment Management Pty Ltd | 0 | $0 | 0.00% | −11,870−100.0% | Sold out |
| A. D. Beadell Investment Counsel, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −10,762−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −10,736−100.0% | Sold out |
| Cadence Bank NA | 0 | $0 | 0.00% | −9,849−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −9,715−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,283−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −8,590−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −8,109−100.0% | Sold out |
| Wrapmanager Inc | 0 | $0 | 0.00% | −7,763−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −6,714−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −6,463−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −6,444−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −5,694−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,214−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −6,103−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,888−100.0% | Sold out |
| Tiaa, FSB | 0 | $0 | 0.00% | −5,840−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −5,737−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,660−100.0% | Sold out |
| Baker Ellis Asset Management LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −5,595−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −5,539−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −5,482−100.0% | Sold out |
| Regentatlantic Capital LLC | 0 | $0 | 0.00% | −5,438−100.0% | Sold out |
| Hoylecohen, LLC | 0 | $0 | 0.00% | −5,395−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −5,284−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −5,195−100.0% | Sold out |
| Hendley & Co Inc | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,669−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,019−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Baron Financial Group, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sciencast Management LP | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Coldstream Capital Management Inc | – | – | – | – | Not filed |
| Cordasco Financial Network | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |