Skip to main content
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, Q4 2022

Institutional positions in Ugi Corp as of Dec 31, 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
540
+38 vs. Q3 2022
Shares held
176.2M
+4.46M (+2.6%) vs. Q3 2022
Total value
$6.54B
+$982.8M (+17.7%) vs. Q3 2022
New holders
86
185 more added
Sold out
48
174 more reduced

8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 540 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 heldQ4 2022: $6.54B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2022.

Institutions holding UGI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Baystate Wealth Management LLC2$00.00%00.0%Unchanged
True Wealth Design, LLC1$370.00%+1New
Coppell Advisory Solutions LLC4$1480.00%+4New
Coppell Advisory Solutions Corp.4$1480.00%+4New
Accel Wealth Management5$1870.00%00.0%Unchanged
RFP Financial Group LLC9$3340.00%+9New
Sutton Wealth Advisors Inc.11$4080.00%00.0%Unchanged
Private Advisor Group, LLC11,076$4110.00%−3,858−25.8%Reduced
RWM Asset Management, LLC14$5190.00%00.0%Unchanged
Fiduciary Alliance LLC14$5190.00%+14New
TD Private Client Wealth LLC25$9270.00%00.0%Unchanged
New Millennium Group LLC25$9270.00%+25New
Sugarloaf Wealth Management, LLC26$9640.00%+26New
Financial Management Professionals, Inc.15$1.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.31$1.15K0.00%−4−11.4%Reduced
Disciplined Investments, LLC33$1.22K0.00%+1+3.1%Added
Citadel Advisors LLC38$1.41K0.00%−216,371−100.0%Reduced
M&R Capital Management Inc39$1.48K0.00%+39New
Schubert & Co41$1.52K0.00%+2+5.1%Added
Raffa Wealth Management, LLC48$1.78K0.00%00.0%Unchanged
Sofos Investments, Inc.37$1.80K0.02%+37New
TD Waterhouse Canada Inc.48$1.83K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC49$1.83K0.00%+30+157.9%Added
Harbour Investments, Inc.50$1.85K0.00%−32−39.0%Reduced
CVA Family Office, LLC50$1.85K0.00%+50New
Lansing Street Advisors52$1.93K0.00%+1+2.0%Added
Tyler-Stone Wealth Management63$2.00K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc54$2.00K0.00%+54New
TCI Wealth Advisors, Inc.58$2.15K0.00%−617−91.4%Reduced
Focused Wealth Management, Inc61$2.27K0.00%00.0%Unchanged
Quent Capital, LLC63$2.36K0.00%−1−1.6%Reduced
Glassman Wealth Services64$2.37K0.00%−90−58.4%Reduced
Romano Brothers and Company65$2.41K0.00%+65New
CoreCap Advisors, LLC65$2.41K0.00%+65New
EWG Elevate Inc.68$2.52K0.00%+68New
Compass Wealth Management LLC73$2.71K0.00%+73New
Walleye Trading LLC74$2.74K0.00%+74New
Sound Income Strategies, LLC80$2.97K0.00%00.0%Unchanged
Copeland Capital Management, LLC81$3.00K0.00%+81New
Trustcore Financial Services, LLC81$3.00K0.00%+81New
Clearview Wealth Advisors LLC85$3.15K0.00%+85New
Money Concepts Capital Corp89$3.30K0.00%+89New
FinTrust Capital Advisors, LLC90$3.34K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc95$3.52K0.00%−3−3.1%Reduced
Zions Bancorporation, N.A.97$3.60K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc97$3.60K0.00%+97New
McIlrath & Eck, LLC100$3.71K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC100$3.71K0.00%+100New
Pinnacle Bancorp, Inc.119$4.00K0.00%00.0%Unchanged
JJJ Advisors Inc.98$4.06K0.00%00.0%Unchanged
Cribstone Capital Management, LLC150$5.56K0.00%00.0%Unchanged
Earnest Partners LLC153$5.67K0.00%00.0%Unchanged
Parkside Financial Bank & Trust154$5.71K0.00%+110+250.0%Added
Bartlett & Co. LLC163$6.00K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC163$6.10K0.00%00.0%Unchanged
MinichMacGregor Wealth Management, LLC175$6.49K0.00%+175New
Resources Management Corp200$7.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc195$7.23K0.00%+20+11.4%Added
First Manhattan Co202$7.49K0.00%−53−20.8%Reduced
Baker Avenue Asset Management, LP204$7.56K0.00%+204New
South State Corp.209$7.75K0.00%00.0%Unchanged
Blume Capital Management, Inc.223$8.27K0.00%00.0%Unchanged
Comerica Securities,inc.234$8.76K0.00%+234New
Benjamin F. Edwards & Company, Inc.255$9.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC256$9.49K0.00%−15−5.5%Reduced
Norwood Financial Corp275$10.2K0.02%00.0%Unchanged
Accurate Wealth Management, LLC260$10.5K0.00%+260New
Glass Jacobson Investment Advisors llc296$11.0K0.01%+296New
Lee Financial Co302$11.2K0.00%00.0%Unchanged
AllSquare Wealth Management LLC307$11.4K0.01%00.0%Unchanged
Hexagon Capital Partners LLC342$12.7K0.00%−178−34.2%Reduced
Umb Bank N A358$13.0K0.00%−227−38.8%Reduced
FNY Investment Advisers, LLC400$14.0K0.02%00.0%Unchanged
Riverview Trust Co379$14.0K0.01%+379New
Column Capital Advisors, LLC400$14.8K0.00%00.0%Unchanged
Glassy Mountain Advisors, Inc.433$16.1K0.01%+433New
Bessemer Group Inc442$17.0K0.00%−196−30.7%Reduced
Smithfield Trust Co475$17.0K0.00%00.0%Unchanged
First Horizon Advisors, Inc.461$17.1K0.00%−651−58.5%Reduced
United Community Bank465$17.2K0.02%−50−9.7%Reduced
North Star Investment Management Corp.476$17.6K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC483$18.0K0.00%+71+17.2%Added
Farther Finance Advisors, LLC488$18.1K0.01%+488New
Fifth Third Bancorp497$18.4K0.00%−440−47.0%Reduced
Tilia Fiduciary Partners, Inc.509$18.9K0.02%00.0%Unchanged
Whittier Trust Co600$22.2K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators608$22.5K0.01%−479−44.1%Reduced
Bogart Wealth, LLC614$22.8K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC627$23.3K0.02%00.0%Unchanged
High Net Worth Advisory Group LLC636$23.6K0.01%00.0%Unchanged
Huntington National Bank638$23.7K0.00%00.0%Unchanged
Asset Dedication, LLC642$24.0K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC690$25.6K0.00%+430+165.4%Added
Credit Agricole S A700$25.9K0.00%00.0%Unchanged
Private Trust Co NA690$26.0K0.00%+18+2.7%Added
Heritage Wealth Advisors720$26.7K0.00%00.0%Unchanged
AdvisorNet Financial, Inc730$27.1K0.00%+303+71.0%Added
Caldwell Trust Co741$27.5K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S754$28.0K0.00%+754New
ICA Group Wealth Management, LLC785$29.1K0.01%+785New