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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Norway Savings Bank | 864 | $32.0K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 887 | $32.9K | 0.00% | −38,900−97.8% | Reduced |
| Tobam | 929 | $34.0K | 0.00% | +227+32.3% | Added |
| Key Financial Inc | 1,083 | $35.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 950 | $35.2K | 0.01% | +89+10.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $40.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,165 | $43.2K | 0.00% | +1,165 | New |
| Concord Wealth Partners | 1,298 | $48.1K | 0.01% | +1,298 | New |
| Denali Advisors LLC | 1,300 | $48.2K | 0.02% | +100+8.3% | Added |
| Valley National Advisers Inc | 1,199 | $49.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,346 | $49.0K | 0.00% | +1,255+1,379.1% | Added |
| Aquatic Capital Management LLC | 1,400 | $52.0K | 0.00% | +1,400 | New |
| Allworth Financial LP | 1,453 | $53.9K | 0.00% | +13+0.9% | Added |
| Hantz Financial Services, Inc. | 1,481 | $55.0K | 0.00% | −644−30.3% | Reduced |
| Proequities, Inc. | 1,488 | $55.6K | 0.00% | +356+31.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,500 | $55.6K | 0.00% | +391+35.3% | Added |
| Geneos Wealth Management Inc. | 1,532 | $56.8K | 0.00% | 00.0% | Unchanged |
| Kepos Capital LP | 1,545 | $57.0K | 0.01% | −241−13.5% | Reduced |
| McClarren Financial Advisors, Inc. | 1,591 | $59.0K | 0.06% | +16+1.0% | Added |
| Massmutual Trust Co FSB | 1,628 | $60.0K | 0.00% | +77+5.0% | Added |
| Spire Wealth Management | 1,647 | $61.0K | 0.00% | +1,000+154.6% | Added |
| Global Retirement Partners, LLC | 1,781 | $66.0K | 0.00% | +1,772+19,688.9% | Added |
| Quadrant Capital Group LLC | 1,878 | $69.7K | 0.01% | −66−3.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,956 | $72.5K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,979 | $73.4K | 0.04% | +929+88.5% | Added |
| Rosenberg Matthew Hamilton | 2,003 | $74.3K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,100 | $77.8K | 0.00% | +2,014+2,341.9% | Added |
| PFG Private Wealth Management, LLC | 2,178 | $81.0K | 0.05% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,499 | $81.0K | 0.00% | +986+65.2% | Added |
| Kistler-Tiffany Companies, LLC | 2,229 | $82.6K | 0.02% | +9+0.4% | Added |
| MCF Advisors LLC | 2,250 | $83.4K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,307 | $85.5K | 0.02% | +57+2.5% | Added |
| Hazlett, Burt & Watson, Inc. | 2,387 | $89.0K | 0.08% | +9+0.4% | Added |
| Duncker Streett & Co Inc | 2,500 | $92.7K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,532 | $93.9K | 0.10% | +2,532 | New |
| Tompkins Financial Corp | 2,524 | $94.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,551 | $95.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,637 | $97.8K | 0.01% | +2,258+595.8% | Added |
| Assetmark, Inc | 2,642 | $97.9K | 0.00% | −21,384−89.0% | Reduced |
| State of Wyoming | 2,750 | $101.9K | 0.03% | −60−2.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,037 | $112.6K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,081 | $114.2K | 0.00% | +666+27.6% | Added |
| Itau Unibanco Holding S.A. | 3,045 | $114.6K | 0.00% | +761+33.3% | Added |
| Central Trust Co | 3,250 | $120.5K | 0.00% | −700−17.7% | Reduced |
| Lindbrook Capital, LLC | 3,359 | $124.5K | 0.02% | +38+1.1% | Added |
| Lazard Asset Management LLC | 3,695 | $136.0K | 0.00% | −3,508−48.7% | Reduced |
| Webster Bank, N. A. | 3,664 | $136.0K | 0.02% | 00.0% | Unchanged |
| AIA Group Ltd | 3,691 | $136.8K | 0.01% | +1,595+76.1% | Added |
| Hartford Financial Management Inc. | 3,755 | $139.2K | 0.04% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3,917 | $145.2K | 0.18% | +3,917 | New |
| Arcus Capital Partners, LLC | 4,524 | $167.7K | 0.07% | +4,524 | New |
| Signaturefd, LLC | 4,727 | $175.2K | 0.01% | +660+16.2% | Added |
| Vestcor Inc | 4,947 | $183.0K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 5,500 | $204.0K | 0.00% | −38,083−87.4% | Reduced |
| Bayesian Capital Management, LP | 5,523 | $204.7K | 0.03% | −25,900−82.4% | Reduced |
| Journey Strategic Wealth LLC | 5,629 | $208.7K | 0.02% | +5,629 | New |
| Applied Finance Capital Management, LLC | 5,630 | $208.7K | 0.03% | +5,630 | New |
| Hunter Associates Investment Management LLC | 5,748 | $212.0K | 0.05% | +5,748 | New |
| CI Private Wealth, LLC | 5,871 | $217.6K | 0.00% | +5,871 | New |
| Quantinno Capital Management LP | 5,872 | $218.0K | 0.02% | −8,503−59.2% | Reduced |
| JFS Wealth Advisors, LLC | 5,888 | $218.3K | 0.02% | −9−0.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,910 | $219.0K | 0.01% | +5,910 | New |
| Susquehanna International Group, LLP | 5,910 | $219.1K | 0.00% | −40,131−87.2% | Reduced |
| Boston Family Office LLC | 6,000 | $222.0K | 0.02% | +6,000 | New |
| Fulcrum Capital LLC | 6,000 | $222.4K | 0.06% | +6,000 | New |
| IFP Advisors, Inc | 4,688 | $224.0K | 0.01% | −2,238−32.3% | Reduced |
| Seven Eight Capital, LP | 6,079 | $225.3K | 0.06% | +6,079 | New |
| Candriam Luxembourg S.C.A. | 6,101 | $226.2K | 0.00% | −15,942−72.3% | Reduced |
| Stephens Inc | 6,128 | $227.2K | 0.00% | +6,128 | New |
| EMC Capital Management | 6,182 | $229.0K | 0.21% | +2,208+55.6% | Added |
| Schonfeld Strategic Advisors LLC | 6,202 | $229.9K | 0.00% | −68,143−91.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,300 | $233.5K | 0.12% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,310 | $234.0K | 0.00% | +6,310 | New |
| GWM Advisors LLC | 6,639 | $237.0K | 0.01% | +6,639 | New |
| Van Eck Associates Corp | 6,438 | $238.0K | 0.00% | +864+15.5% | Added |
| Bailard, Inc. | 6,559 | $243.1K | 0.01% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 6,615 | $245.2K | 0.09% | −8−0.1% | Reduced |
| DFPG Investments, LLC | 5,989 | $245.6K | 0.04% | +5,989 | New |
| Cubist Systematic Strategies, LLC | 6,638 | $246.1K | 0.00% | −40,832−86.0% | Reduced |
| Blair William & Co | 6,669 | $247.2K | 0.00% | −577−8.0% | Reduced |
| Garrison Point Advisors, LLC | 6,680 | $247.6K | 0.20% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 6,783 | $251.4K | 0.00% | −17,098−71.6% | Reduced |
| Moors & Cabot, Inc. | 6,787 | $251.6K | 0.02% | −50−0.7% | Reduced |
| Ci Investments Inc. | 6,806 | $252.0K | 0.00% | +3,767+124.0% | Added |
| Integrated Wealth Concepts LLC | 6,827 | $253.0K | 0.01% | +6,827 | New |
| Kestra Advisory Services, LLC | 6,833 | $253.3K | 0.00% | +6,833 | New |
| Verition Fund Management LLC | 6,835 | $253.4K | 0.00% | −32,722−82.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,879 | $255.0K | 0.05% | −1,279−15.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 6,900 | $255.8K | 0.19% | −1,875−21.4% | Reduced |
| Moody National Bank Trust Division | 7,020 | $261.0K | 0.02% | +165+2.4% | Added |
| Point72 Middle East FZE | 7,090 | $262.8K | 0.02% | +7,090 | New |
| Bell Bank | 7,117 | $263.8K | 0.03% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 7,216 | $267.0K | 0.01% | +7,216 | New |
| Trilogy Capital Inc. | 7,299 | $270.6K | 0.02% | +7,299 | New |
| Legacy Wealth Asset Management, LLC | 7,457 | $276.4K | 0.11% | −164−2.2% | Reduced |
| Schroder Investment Management Group | 7,472 | $277.0K | 0.00% | +7,472 | New |
| Connectus Wealth, LLC | 7,500 | $278.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7,500 | $278.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 7,559 | $280.0K | 0.01% | +1,086+16.8% | Added |
| Costello Asset Management, INC | 7,557 | $280.1K | 0.25% | −1,457−16.2% | Reduced |