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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 7,607 | $282.0K | 0.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,739 | $286.9K | 0.01% | +56+0.7% | Added |
| IFG Advisory, LLC | 7,813 | $289.0K | 0.03% | +138+1.8% | Added |
| Inceptionr LLC | 7,847 | $290.9K | 0.15% | +7,847 | New |
| Advisor Partners II, LLC | 7,893 | $292.6K | 0.02% | +1,020+14.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,937 | $294.2K | 0.08% | +7,937 | New |
| Wade G W & Inc | 8,022 | $297.0K | 0.01% | −1,344−14.3% | Reduced |
| V2 Financial group LLC | 8,030 | $297.7K | 0.24% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 8,063 | $298.9K | 0.01% | −52,633−86.7% | Reduced |
| Avantax Advisory Services, Inc. | 8,081 | $299.6K | 0.00% | +1,763+27.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 8,111 | $300.7K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 8,132 | $301.0K | 0.28% | +8,132 | New |
| Chesley Taft & Associates LLC | 8,280 | $306.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 8,455 | $313.0K | 0.26% | +1,006+13.5% | Added |
| Grandview Asset Management LLC | 8,472 | $314.0K | 0.20% | −2,359−21.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 8,503 | $315.0K | 0.00% | −2,922−25.6% | Reduced |
| Petrus Trust Company, LTA | 8,500 | $315.1K | 0.04% | +8,500 | New |
| Cetera Investment Advisers | 8,555 | $317.1K | 0.00% | +743+9.5% | Added |
| Balentine LLC | 8,753 | $324.5K | 0.01% | +8,753 | New |
| Ancora Advisors, LLC | 8,844 | $328.0K | 0.01% | −825−8.5% | Reduced |
| Banque Cantonale Vaudoise | 8,900 | $330.0K | 0.02% | 00.0% | Unchanged |
| BancorpSouth Bank | 8,918 | $330.6K | 0.03% | 00.0% | Unchanged |
| Lindenwold Advisors | 9,117 | $338.0K | 0.23% | +347+4.0% | Added |
| Squarepoint Ops LLC | 9,132 | $338.5K | 0.00% | +9,132 | New |
| Pathstone Family Office, LLC | 14,551 | $343.6K | 0.01% | +14,551 | New |
| Engineers Gate Manager LP | 9,390 | $348.1K | 0.02% | +9,390 | New |
| Centennial Wealth Advisory LLC | 9,581 | $355.2K | 0.20% | +1,248+15.0% | Added |
| BDO Wealth Advisors, LLC | 9,582 | $355.2K | 0.04% | +1,537+19.1% | Added |
| Hyman Charles D | 9,598 | $356.0K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 9,658 | $358.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 9,720 | $360.3K | 0.00% | −44,299−82.0% | Reduced |
| Johnson Financial Group, Inc. | 9,779 | $362.5K | 0.03% | −1,722−15.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,824 | $364.2K | 0.00% | −37,151−79.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 9,983 | $370.1K | 0.01% | −27−0.3% | Reduced |
| Needham Investment Management LLC | 10,000 | $370.7K | 0.07% | 00.0% | Unchanged |
| CSS LLC | 10,000 | $370.7K | 0.02% | +10,000 | New |
| Vontobel Holding Ltd. | 10,065 | $373.2K | 0.00% | +1,292+14.7% | Added |
| Belpointe Asset Management LLC | 10,335 | $383.1K | 0.02% | +10,335 | New |
| JustInvest LLC | 10,350 | $383.7K | 0.02% | −6,426−38.3% | Reduced |
| Fulton Bank, N.A. | 10,423 | $387.0K | 0.02% | −624−5.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 10,505 | $389.0K | 0.02% | −984−8.6% | Reduced |
| Mma Asset Management LLC | 10,703 | $396.8K | 0.32% | +1,826+20.6% | Added |
| TL Private Wealth | 9,935 | $396.9K | 0.23% | 00.0% | Unchanged |
| Shelton Capital Management | 10,721 | $397.4K | 0.04% | −361−3.3% | Reduced |
| Millennium Management LLC | 11,478 | $425.0K | 0.00% | −246,224−95.5% | Reduced |
| Epoch Investment Partners, Inc. | 11,893 | $440.9K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 11,907 | $441.0K | 0.00% | +500+4.4% | Added |
| Archer Investment Corp | 12,000 | $444.8K | 0.17% | 00.0% | Unchanged |
| Walleye Capital LLC | 12,100 | $448.5K | 0.01% | +12,100 | New |
| Veritable, L.P. | 12,204 | $452.4K | 0.01% | +1,122+10.1% | Added |
| Navellier & Associates Inc | 12,758 | $472.9K | 0.10% | +1,328+11.6% | Added |
| MML Investors Services, LLC | 13,053 | $484.0K | 0.00% | +374+2.9% | Added |
| Intech Investment Management LLC | 13,213 | $489.8K | 0.00% | +386+3.0% | Added |
| Abundance Wealth Counselors | 13,502 | $501.0K | 0.14% | +1,145+9.3% | Added |
| Williams Jones Wealth Management, LLC. | 13,518 | $501.1K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 13,532 | $501.6K | 0.00% | −27,210−66.8% | Reduced |
| Metis Global Partners, LLC | 13,650 | $506.0K | 0.05% | +4,731+53.0% | Added |
| CIBC Asset Management Inc | 13,657 | $506.3K | 0.00% | −4,816−26.1% | Reduced |
| PEAK6 Investments LLC | 13,679 | $507.1K | 0.03% | −12,921−48.6% | Reduced |
| Wetherby Asset Management Inc | 13,689 | $507.5K | 0.03% | −711−4.9% | Reduced |
| Schechter Investment Advisors, LLC | 13,818 | $512.2K | 0.05% | +639+4.8% | Added |
| La Banque Postale Asset Management SA | 13,897 | $515.2K | 0.01% | +13,897 | New |
| Tower Research Capital LLC (TRC) | 14,015 | $519.0K | 0.02% | −3,728−21.0% | Reduced |
| Nordea Investment Management AB | 13,980 | $521.7K | 0.00% | +5,276+60.6% | Added |
| Voloridge Investment Management, LLC | 14,169 | $525.2K | 0.00% | +14,169 | New |
| Nations Financial Group Inc, | 14,325 | $531.0K | 0.06% | −609−4.1% | Reduced |
| Greenleaf Trust | 14,687 | $544.0K | 0.01% | −805−5.2% | Reduced |
| Gibraltar Capital Management, Inc. | 14,799 | $548.6K | 0.26% | +996+7.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,800 | $548.6K | 0.03% | −1,400−8.6% | Reduced |
| Exchange Traded Concepts, LLC | 14,837 | $550.0K | 0.02% | +405+2.8% | Added |
| Mutual Advisors, LLC | 14,862 | $550.9K | 0.02% | +14,862 | New |
| KBC Group NV | 14,941 | $554.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,496 | $574.5K | 0.00% | +5,356+52.8% | Added |
| TD Asset Management Inc | 15,810 | $586.1K | 0.00% | +100+0.6% | Added |
| Elo Mutual Pension Insurance Co | 15,889 | $589.0K | 0.02% | +170+1.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,926 | $590.4K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 15,926 | $590.4K | 0.02% | +15,926 | New |
| Profund Advisors LLC | 16,392 | $607.7K | 0.04% | −488−2.9% | Reduced |
| Centiva Capital, LP | 16,888 | $626.0K | 0.05% | −3,915−18.8% | Reduced |
| US Bancorp | 16,945 | $628.2K | 0.00% | +137+0.8% | Added |
| Public Sector Pension Investment Board | 16,988 | $629.7K | 0.01% | +2,188+14.8% | Added |
| RIA Advisory Group LLC | 17,358 | $629.8K | 0.37% | +17,358 | New |
| Marshall Wace, LLP | 17,173 | $636.6K | 0.00% | +17,173 | New |
| Carnegie Capital Asset Management, LLC | 17,794 | $659.6K | 0.03% | 00.0% | Unchanged |
| Reaves W H & Co Inc | 18,281 | $678.0K | 0.02% | −34,842−65.6% | Reduced |
| British Columbia Investment Management Corp | 18,522 | $686.6K | 0.01% | −2,039−9.9% | Reduced |
| Cetera Advisor Networks LLC | 18,540 | $687.3K | 0.01% | +656+3.7% | Added |
| Wealthspire Advisors, LLC | 18,606 | $689.7K | 0.01% | +303+1.7% | Added |
| Jeppson Wealth Management, LLC | 19,030 | $705.4K | 0.30% | +10,949+135.5% | Added |
| Securian Asset Management, Inc | 19,241 | $713.3K | 0.02% | +197+1.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,377 | $718.3K | 0.02% | −10,863−35.9% | Reduced |
| Crossmark Global Holdings, Inc. | 19,797 | $733.0K | 0.02% | −367−1.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,093 | $745.0K | 0.00% | +1,887+10.4% | Added |
| Janus Henderson Group PLC | 20,173 | $747.9K | 0.00% | −7,473−27.0% | Reduced |
| Argyle Capital Management Inc. | 21,112 | $782.6K | 0.27% | −338−1.6% | Reduced |
| First Heartland Consultants, Inc. | 21,185 | $785.3K | 0.13% | +14,597+221.6% | Added |
| Oppenheimer Asset Management Inc. | 21,392 | $793.0K | 0.01% | −5,901−21.6% | Reduced |
| Naples Global Advisors, LLC | 21,300 | $796.6K | 0.10% | +1,575+8.0% | Added |
| Investment Management Corp of Ontario | 21,744 | $806.0K | 0.04% | +21,744 | New |
| Martingale Asset Management L P | 21,806 | $808.3K | 0.02% | −74,606−77.4% | Reduced |