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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2022: 510 institutions
Q1 2021: 498 institutionsQ2 2021: 502 institutionsQ3 2021: 512 institutionsQ4 2021: 564 institutionsQ1 2022: 537 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 486 institutionsQ3 2023: 444 institutionsQ4 2023: 444 institutionsQ1 2024: 446 institutionsQ2 2024: 464 institutionsQ3 2024: 476 institutionsQ4 2024: 510 institutionsQ1 2025: 565 institutionsQ2 2025: 594 institutionsQ3 2025: 569 institutionsQ4 2025: 613 institutionsQ1 2026: 597 institutionsQ2 2026: 625 institutions
Value heldQ3 2022: $5.57B
Q1 2021: $6.78BQ2 2021: $7.88BQ3 2021: $7.21BQ4 2021: $7.76BQ1 2022: $6.31BQ2 2022: $6.65BQ3 2022: $5.57BQ4 2022: $6.54BQ1 2023: $6.04BQ2 2023: $4.66BQ3 2023: $3.95BQ4 2023: $4.24BQ1 2024: $4.26BQ2 2024: $4.19BQ3 2024: $4.55BQ4 2024: $5.59BQ1 2025: $6.44BQ2 2025: $7.16BQ3 2025: $6.53BQ4 2025: $7.46BQ1 2026: $7.07BQ2 2026: $7.02B
Institutions holding UGI and their total value by quarter
QuarterHoldersValue
Q2 2026625$7.02B
Q1 2026597$7.07B
Q4 2025613$7.46B
Q3 2025569$6.53B
Q2 2025594$7.16B
Q1 2025565$6.44B
Q4 2024510$5.59B
Q3 2024476$4.55B
Q2 2024464$4.19B
Q1 2024446$4.26B
Q4 2023444$4.24B
Q3 2023444$3.95B
Q2 2023486$4.66B
Q1 2023525$6.04B
Q4 2022540$6.54B
Q3 2022510$5.57B
Q2 2022532$6.65B
Q1 2022537$6.31B
Q4 2021564$7.76B
Q3 2021512$7.21B
Q2 2021502$7.88B
Q1 2021498$6.78B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q2 2022.

Institutions holding UGI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Williams Jones Wealth Management, LLC.13,518$437.0K0.01%00.0%Unchanged
Schechter Investment Advisors, LLC13,179$426.0K0.04%+1,094+9.1%Added
Intech Investment Management LLC12,827$414.7K0.00%+125+1.0%Added
MML Investors Services, LLC12,679$410.0K0.00%−1,340−9.6%Reduced
Johnson Financial Group, Inc.11,501$406.0K0.04%+4,732+69.9%Added
Abundance Wealth Counselors12,357$400.0K0.11%+1,066+9.4%Added
Archer Investment Corp12,000$388.0K0.16%00.0%Unchanged
Epoch Investment Partners, Inc.11,893$385.0K0.00%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.11,489$371.0K0.02%−2,500−17.9%Reduced
Navellier & Associates Inc11,430$370.0K0.08%−217−1.9%Reduced
Fuller & Thaler Asset Management, Inc.11,425$369.0K0.00%−2,640−18.8%Reduced
Daiwa Securities Group Inc.11,407$369.0K0.00%+822+7.8%Added
Versor Investments LP11,315$366.0K0.02%+11,315New
Veritable, L.P.11,082$358.0K0.01%−297−2.6%Reduced
Shelton Capital Management11,082$358.0K0.02%00.0%Unchanged
Fulton Bank, N.A.11,047$357.0K0.02%−431−3.8%Reduced
Weiss Asset Management LP10,950$354.0K0.01%+10,950New
Grandview Asset Management LLC10,831$350.0K0.22%−24−0.2%Reduced
IFP Advisors, Inc6,926$346.0K0.01%+948+15.9%Added
Creative Planning10,140$328.0K0.00%+3,006+42.1%Added
TL Private Wealth9,935$324.0K0.20%00.0%Unchanged
Steward Partners Investment Advisory, LLC10,010$324.0K0.01%+1,119+12.6%Added
Needham Investment Management LLC10,000$323.0K0.06%−10,000−50.0%Reduced
Ancora Advisors, LLC9,669$313.0K0.01%−40,060−80.6%Reduced
Haverford Trust Co9,658$312.0K0.00%+975+11.2%Added
Twinbeech Capital LP9,628$311.0K0.01%+9,628New
Hyman Charles D9,598$310.0K0.02%−180−1.8%Reduced
Wade G W & Inc9,366$303.0K0.01%+549+6.2%Added
Philadelphia Trust Co9,338$302.0K0.03%+9,338New
Costello Asset Management, INC9,014$291.0K0.27%−1,027−10.2%Reduced
Vontobel Holding Ltd.8,773$289.0K0.00%−1,934−18.1%Reduced
BancorpSouth Bank8,918$289.0K0.03%+8,918New
Banque Cantonale Vaudoise8,900$288.0K0.02%00.0%Unchanged
Metis Global Partners, LLC8,919$288.0K0.05%+8,919New
SevenBridge Financial Group, LLC8,900$288.0K0.10%+8,900New
Mma Asset Management LLC8,877$287.0K0.25%−2,068−18.9%Reduced
Nordea Investment Management AB8,704$285.0K0.00%00.0%Unchanged
American Portfolios Advisors8,815$285.0K0.01%00.0%Unchanged
Godshalk Welsh Capital Management, Inc.8,775$284.0K0.21%−1,550−15.0%Reduced
Lindenwold Advisors8,770$284.0K0.21%+131+1.5%Added
Centennial Wealth Advisory LLC8,333$269.0K0.16%+8,333New
Chesley Taft & Associates LLC8,280$268.0K0.02%00.0%Unchanged
Procyon Private Wealth Partners, LLC8,158$264.0K0.06%+8,158New
B. Metzler seel. Sohn & Co. AG8,111$262.0K0.00%−13,155−61.9%Reduced
Jeppson Wealth Management, LLC8,081$261.0K0.12%+1,156+16.7%Added
BDO Wealth Advisors, LLC8,045$260.0K0.03%+112+1.4%Added
V2 Financial group LLC8,030$259.6K0.23%00.0%Unchanged
Quantbot Technologies LP8,014$259.0K0.02%+8,014New
Twin Tree Management, LP7,967$258.0K0.01%+7,967New
Mirabella Financial Services LLP7,725$254.0K0.03%+7,725New
Cetera Investment Advisers7,812$253.0K0.01%+337+4.5%Added
Sonora Investment Management Group, LLC6,470$250.0K0.03%00.0%Unchanged
IFG Advisory, LLC7,675$248.0K0.02%+30.0%Added
BKD Wealth Advisors, LLC7,683$248.0K0.01%+228+3.1%Added
Legacy Wealth Asset Management, LLC7,621$246.0K0.11%−395−4.9%Reduced
Bryn Mawr Trust Co7,607$246.0K0.01%00.0%Unchanged
Cullen/Frost Bankers, Inc.7,500$242.0K0.01%−61−0.8%Reduced
Connectus Wealth, LLC7,500$242.0K0.01%00.0%Unchanged
Covestor Ltd7,449$241.0K0.21%−117−1.5%Reduced
Blair William & Co7,246$234.0K0.00%+47+0.7%Added
Lazard Asset Management LLC7,203$231.0K0.00%00.0%Unchanged
Bell Bank7,117$230.0K0.03%−24−0.3%Reduced
Advisor Partners II, LLC6,873$222.0K0.02%+6,873New
Moody National Bank Trust Division6,855$221.0K0.02%−1,270−15.6%Reduced
Moors & Cabot, Inc.6,837$221.0K0.02%−750−9.9%Reduced
Garrison Point Advisors, LLC6,680$216.0K0.19%00.0%Unchanged
Calton & Associates, Inc.6,623$214.0K0.12%+122+1.9%Added
First Heartland Consultants, Inc.6,588$212.0K0.03%−838−11.3%Reduced
Bailard, Inc.6,559$212.0K0.01%00.0%Unchanged
Compagnie Lombard Odier SCmA6,473$209.0K0.01%00.0%Unchanged
Boothbay Fund Management, LLC6,432$208.0K0.01%+6,432New
Burns Matteson Capital Management, LLC6,431$207.9K0.15%+6,431New
Avantax Advisory Services, Inc.6,318$204.0K0.00%−214−3.3%Reduced
Wiley Bros.-Aintree Capital, LLC6,300$204.0K0.12%00.0%Unchanged
JFS Wealth Advisors, LLC5,897$191.0K0.02%−29−0.5%Reduced
Van Eck Associates Corp5,574$180.0K0.00%−292−5.0%Reduced
SG Americas Securities, LLC5,248$170.0K0.00%−90,655−94.5%Reduced
DuPont Capital Management Corp5,244$170.0K0.01%+5,244New
Vestcor Inc4,947$160.0K0.01%+65+1.3%Added
Signaturefd, LLC4,067$131.0K0.00%+204+5.3%Added
EMC Capital Management3,974$128.0K0.12%00.0%Unchanged
Central Trust Co3,950$128.0K0.00%00.0%Unchanged
Hartford Financial Management Inc.3,755$121.0K0.04%00.0%Unchanged
Webster Bank, N. A.3,664$118.0K0.02%00.0%Unchanged
Lindbrook Capital, LLC3,321$107.0K0.02%+2,246+208.9%Added
Altshuler Shaham Ltd2,956$98.0K0.00%−342−10.4%Reduced
Riggs Asset Managment Co. Inc.3,037$98.0K0.04%−200−6.2%Reduced
Ci Investments Inc.3,039$98.0K0.00%−153−4.8%Reduced
State of Wyoming2,810$91.0K0.04%−9−0.3%Reduced
Dividend Assets Capital, LLC2,551$82.0K0.02%00.0%Unchanged
Tompkins Financial Corp2,524$82.0K0.01%00.0%Unchanged
Duncker Streett & Co Inc2,500$81.0K0.02%00.0%Unchanged
Parallel Advisors, LLC2,415$78.0K0.00%+624+34.8%Added
Hazlett, Burt & Watson, Inc.2,378$77.0K0.07%−42−1.7%Reduced
Itau Unibanco Holding S.A.2,284$74.0K0.00%−208−8.3%Reduced
MCF Advisors LLC2,250$73.0K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC2,250$73.0K0.02%00.0%Unchanged
Wipfli Financial Advisors LLC,2,240$73.0K0.01%+2,240New
Kistler-Tiffany Companies, LLC2,220$72.0K0.02%+9+0.4%Added
PFG Private Wealth Management, LLC2,178$70.0K0.05%00.0%Unchanged