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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.

Q4 2022 vs. Q3 2022

How the institutions holding Ugi Corp changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of UGI: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders5108540+38
Shares172.0M205.7K176.2M+4.46M (+2.6%)
Value$5.57B$6.65M$6.54B+$982.8M (+17.7%)

8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (86)

Institutions that held Ugi Corp at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to UGI in Q4 2022
InstitutionSharesValue% of portfolio
CIBC World Markets Corp143,000$5.30M0.04%
Longbow Finance SA122,444$4.54M0.61%
AM Squared Ltd61,700$2.29M1.51%
Bleakley Financial Group, LLC60,942$2.26M0.08%
Pacer Advisors, Inc.54,494$2.02M0.01%
B.O.S.S. Retirement Advisors, LLC51,789$1.92M0.49%
CX Institutional43,618$1.62M0.10%
ING Groep NV29,100$1.08M0.01%
Atria Investments LLC28,360$1.05M0.02%
Agf Management Ltd24,852$921.3K0.01%
Lifestyle Asset Management, Inc.23,916$886.6K0.71%
HBK Sorce Advisory LLC21,892$811.0K0.02%
Investment Management Corp of Ontario21,744$806.0K0.04%
Marshall Wace, LLP17,173$636.6K0.00%
RIA Advisory Group LLC17,358$629.8K0.37%
Maryland State Retirement & Pension System15,926$590.4K0.02%
Mutual Advisors, LLC14,862$550.9K0.02%
Voloridge Investment Management, LLC14,169$525.2K0.00%
La Banque Postale Asset Management SA13,897$515.2K0.01%
Walleye Capital LLC12,100$448.5K0.01%
Belpointe Asset Management LLC10,335$383.1K0.02%
CSS LLC10,000$370.7K0.02%
Engineers Gate Manager LP9,390$348.1K0.02%
Pathstone Family Office, LLC14,551$343.6K0.01%
Squarepoint Ops LLC9,132$338.5K0.00%
Balentine LLC8,753$324.5K0.01%
Petrus Trust Company, LTA8,500$315.1K0.04%
KC Investment Advisors, LLC8,132$301.0K0.28%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors7,937$294.2K0.08%
Inceptionr LLC7,847$290.9K0.15%
Schroder Investment Management Group7,472$277.0K0.00%
Trilogy Capital Inc.7,299$270.6K0.02%
Wesbanco Bank Inc7,216$267.0K0.01%
Point72 Middle East FZE7,090$262.8K0.02%
Kestra Advisory Services, LLC6,833$253.3K0.00%
Integrated Wealth Concepts LLC6,827$253.0K0.01%
DFPG Investments, LLC5,989$245.6K0.04%
GWM Advisors LLC6,639$237.0K0.01%
Davenport & Co LLC6,310$234.0K0.00%
Stephens Inc6,128$227.2K0.00%
Seven Eight Capital, LP6,079$225.3K0.06%
Fulcrum Capital LLC6,000$222.4K0.06%
Boston Family Office LLC6,000$222.0K0.02%
Meiji Yasuda Asset Management Co Ltd.5,910$219.0K0.01%
CI Private Wealth, LLC5,871$217.6K0.00%
Hunter Associates Investment Management LLC5,748$212.0K0.05%
Applied Finance Capital Management, LLC5,630$208.7K0.03%
Journey Strategic Wealth LLC5,629$208.7K0.02%
Arcus Capital Partners, LLC4,524$167.7K0.07%
Mendota Financial Group, LLC3,917$145.2K0.18%
Counterpoint Mutual Funds LLC2,532$93.9K0.10%
Aquatic Capital Management LLC1,400$52.0K0.00%
Concord Wealth Partners1,298$48.1K0.01%
Cary Street Partner Investment Advisory LLC1,165$43.2K0.00%
ICA Group Wealth Management, LLC785$29.1K0.01%
BI Asset Management Fondsmaeglerselskab A/S754$28.0K0.00%
Farther Finance Advisors, LLC488$18.1K0.01%
Glassy Mountain Advisors, Inc.433$16.1K0.01%
Riverview Trust Co379$14.0K0.01%
Glass Jacobson Investment Advisors llc296$11.0K0.01%
Accurate Wealth Management, LLC260$10.5K0.00%
Comerica Securities,inc.234$8.76K0.00%
Baker Avenue Asset Management, LP204$7.56K0.00%
MinichMacGregor Wealth Management, LLC175$6.49K0.00%
Richard W. Paul & Associates, LLC100$3.71K0.00%
Armstrong Advisory Group, Inc97$3.60K0.00%
Money Concepts Capital Corp89$3.30K0.00%
Clearview Wealth Advisors LLC85$3.15K0.00%
Trustcore Financial Services, LLC81$3.00K0.00%
Copeland Capital Management, LLC81$3.00K0.00%
Walleye Trading LLC74$2.74K0.00%
Compass Wealth Management LLC73$2.71K0.00%
EWG Elevate Inc.68$2.52K0.00%
Romano Brothers and Company65$2.41K0.00%
CoreCap Advisors, LLC65$2.41K0.00%
Whittier Trust Co of Nevada Inc54$2.00K0.00%
CVA Family Office, LLC50$1.85K0.00%
Sofos Investments, Inc.37$1.80K0.02%
M&R Capital Management Inc39$1.48K0.00%
Sugarloaf Wealth Management, LLC26$9640.00%
New Millennium Group LLC25$9270.00%
Fiduciary Alliance LLC14$5190.00%
RFP Financial Group LLC9$3340.00%
Coppell Advisory Solutions LLC4$1480.00%
Coppell Advisory Solutions Corp.4$1480.00%
True Wealth Design, LLC1$370.00%

Sold out (48)

Institutions that held Ugi Corp at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of UGI in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Balyasny Asset Management LLC267,364$8.64M
Ergoteles LLC229,027$7.40M
Susquehanna Fundamental Investments, LLC160,600$5.19M
Qube Research & Technologies Ltd102,974$3.33M
Erste Asset Management GmbH52,600$1.73M
Magnetar Financial LLC33,747$1.09M
Virtu Financial LLC31,439$1.02M
ExodusPoint Capital Management, LP31,228$1.01M
Dynamic Technology Lab Private Ltd30,530$987.0K
Graham Capital Management, L.P.30,364$981.0K
HRT Financial LP29,536$954.0K
AlphaCrest Capital Management LLC28,717$928.0K
Redhawk Wealth Advisors, Inc.25,218$815.0K
Cutter & CO Brokerage, Inc.23,227$751.0K
Integrated Advisors Network LLC21,815$705.0K
Jump Financial, LLC20,172$652.0K
FORA Capital, LLC16,263$526.0K
Y-Intercept (Hong Kong) Ltd14,992$484.7K
V Wealth Advisors LLC14,192$459.0K
Winton Group Ltd13,842$448.0K
Weiss Asset Management LP10,950$354.0K
Twinbeech Capital LP9,628$311.0K
Philadelphia Trust Co9,338$302.0K
SevenBridge Financial Group, LLC8,900$288.0K
Quantbot Technologies LP8,014$259.0K
Twin Tree Management, LP7,967$258.0K
Mirabella Financial Services LLP7,725$254.0K
Sonora Investment Management Group, LLC6,470$250.0K
Boothbay Fund Management, LLC6,432$208.0K
Burns Matteson Capital Management, LLC6,431$207.9K
DuPont Capital Management Corp5,244$170.0K
Altshuler Shaham Ltd2,956$98.0K
Simplex Trading, LLC1,567$50.0K
Hudock, Inc.900$29.0K
Gladius Capital Management LP424$14.0K
Crewe Advisors LLC246$8.00K
GPS Wealth Strategies Group, LLC210$7.00K
Artemis Wealth Advisors, LLC215$7.00K
Beacon Capital Management, LLC150$6.00K
EdgeRock Capital LLC128$4.00K
Sargent Bickham Lagudis LLC53$2.00K
Center for Financial Planning, Inc.49$2.00K
Householder Group Estate & Retirement Specialist, LLC82$2.00K
Loomis Sayles & Co L P44$1.00K
Community Bank, N.A.25$1.00K
Cutler Group LP7$0
First Command Advisory Services, Inc.265$0
Versant Capital Management, Inc14$0

Not filed for Q4 2022 yet (8)

Institutions that held Ugi Corp at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management77,323$2.50M
Jefferies Group LLC75,000$2.42M
Agf Investments Inc.27,500$889.0K
Strategic Wealth Advisors Group, LLC14,080$455.0K
American Portfolios Advisors8,815$285.0K
Wipfli Financial Advisors LLC,2,240$73.0K
FourThought Financial, LLC597$19.0K
Monolith Advisors122$4.00K