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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 37,184 | $1.38M | 0.38% | +6,769+22.3% | Added |
| Aurora Investment Counsel | 35,545 | $1.32M | 0.91% | −126−0.4% | Reduced |
| Duality Advisers, LP | 35,193 | $1.30M | 0.15% | −54,648−60.8% | Reduced |
| ARGI Investment Services, LLC | 35,148 | $1.30M | 0.04% | +4,526+14.8% | Added |
| BCM Advisors, LLC | 32,225 | $1.26M | 0.35% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 33,677 | $1.25M | 0.01% | −2,179−6.1% | Reduced |
| New Mexico Educational Retirement Board | 33,000 | $1.22M | 0.07% | 00.0% | Unchanged |
| Investors Research Corp | 32,150 | $1.19M | 0.32% | −350−1.1% | Reduced |
| Versor Investments LP | 31,862 | $1.18M | 0.10% | +20,547+181.6% | Added |
| Cornercap Investment Counsel Inc | 31,636 | $1.17M | 0.20% | +4,342+15.9% | Added |
| Jacobi Capital Management LLC | 31,598 | $1.17M | 0.15% | +791+2.6% | Added |
| Boenning & Scattergood, Inc. | 32,310 | $1.17M | 0.19% | −2,929−8.3% | Reduced |
| Fortem Financial Group, LLC | 31,307 | $1.16M | 0.68% | −2,218−6.6% | Reduced |
| Advisors Asset Management, Inc. | 30,876 | $1.14M | 0.02% | +4,587+17.4% | Added |
| Ashton Thomas Private Wealth, LLC | 30,430 | $1.13M | 0.11% | −380−1.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 30,255 | $1.12M | 0.00% | −309−1.0% | Reduced |
| Hussman Strategic Advisors, Inc. | 30,000 | $1.11M | 0.18% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 29,814 | $1.11M | 0.71% | +3,940+15.2% | Added |
| Prudential PLC | 29,612 | $1.10M | 0.01% | −28,912−49.4% | Reduced |
| State of Alaska, Department of Revenue | 29,306 | $1.09M | 0.01% | −96,693−76.7% | Reduced |
| ING Groep NV | 29,100 | $1.08M | 0.01% | +29,100 | New |
| Seeyond | 29,043 | $1.08M | 0.10% | +14,458+99.1% | Added |
| Atria Investments LLC | 28,360 | $1.05M | 0.02% | +28,360 | New |
| Baird Financial Group, Inc. | 28,280 | $1.05M | 0.00% | +110.0% | Added |
| Xponance, Inc. | 28,053 | $1.04M | 0.02% | +3,073+12.3% | Added |
| Coastline Trust Co | 27,571 | $1.02M | 0.15% | −720−2.5% | Reduced |
| Mariner, LLC | 27,182 | $1.01M | 0.00% | +3,213+13.4% | Added |
| Mercer Global Advisors Inc | 27,117 | $1.00M | 0.01% | +1,777+7.0% | Added |
| Rehmann Capital Advisory Group | 26,169 | $970.1K | 0.10% | −1,727−6.2% | Reduced |
| Kendall Capital Management | 25,908 | $960.0K | 0.49% | +2,319+9.8% | Added |
| Agf Management Ltd | 24,852 | $921.3K | 0.01% | +24,852 | New |
| Lifestyle Asset Management, Inc. | 23,916 | $886.6K | 0.71% | +23,916 | New |
| Nissay Asset Management Corp | 23,873 | $885.0K | 0.01% | −1,346−5.3% | Reduced |
| Bokf, NA | 23,825 | $883.2K | 0.02% | −124−0.5% | Reduced |
| 1832 Asset Management L.P. | 23,608 | $875.1K | 0.00% | −4,157−15.0% | Reduced |
| Public Employees Retirement Association of Colorado | 23,253 | $862.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 23,121 | $857.0K | 0.01% | −6,973−23.2% | Reduced |
| United Services Automobile Association | 23,095 | $856.0K | 0.02% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 23,019 | $853.3K | 0.54% | +2,915+14.5% | Added |
| HBK Sorce Advisory LLC | 21,892 | $811.0K | 0.02% | +21,892 | New |
| Martingale Asset Management L P | 21,806 | $808.3K | 0.02% | −74,606−77.4% | Reduced |
| Investment Management Corp of Ontario | 21,744 | $806.0K | 0.04% | +21,744 | New |
| Naples Global Advisors, LLC | 21,300 | $796.6K | 0.10% | +1,575+8.0% | Added |
| Oppenheimer Asset Management Inc. | 21,392 | $793.0K | 0.01% | −5,901−21.6% | Reduced |
| First Heartland Consultants, Inc. | 21,185 | $785.3K | 0.13% | +14,597+221.6% | Added |
| Argyle Capital Management Inc. | 21,112 | $782.6K | 0.27% | −338−1.6% | Reduced |
| Janus Henderson Group PLC | 20,173 | $747.9K | 0.00% | −7,473−27.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,093 | $745.0K | 0.00% | +1,887+10.4% | Added |
| Crossmark Global Holdings, Inc. | 19,797 | $733.0K | 0.02% | −367−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 19,377 | $718.3K | 0.02% | −10,863−35.9% | Reduced |
| Securian Asset Management, Inc | 19,241 | $713.3K | 0.02% | +197+1.0% | Added |
| Jeppson Wealth Management, LLC | 19,030 | $705.4K | 0.30% | +10,949+135.5% | Added |
| Wealthspire Advisors, LLC | 18,606 | $689.7K | 0.01% | +303+1.7% | Added |
| Cetera Advisor Networks LLC | 18,540 | $687.3K | 0.01% | +656+3.7% | Added |
| British Columbia Investment Management Corp | 18,522 | $686.6K | 0.01% | −2,039−9.9% | Reduced |
| Reaves W H & Co Inc | 18,281 | $678.0K | 0.02% | −34,842−65.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 17,794 | $659.6K | 0.03% | 00.0% | Unchanged |
| Marshall Wace, LLP | 17,173 | $636.6K | 0.00% | +17,173 | New |
| RIA Advisory Group LLC | 17,358 | $629.8K | 0.37% | +17,358 | New |
| Public Sector Pension Investment Board | 16,988 | $629.7K | 0.01% | +2,188+14.8% | Added |
| US Bancorp | 16,945 | $628.2K | 0.00% | +137+0.8% | Added |
| Centiva Capital, LP | 16,888 | $626.0K | 0.05% | −3,915−18.8% | Reduced |
| Profund Advisors LLC | 16,392 | $607.7K | 0.04% | −488−2.9% | Reduced |
| 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 |
| Elo Mutual Pension Insurance Co | 15,889 | $589.0K | 0.02% | +170+1.1% | Added |
| TD Asset Management Inc | 15,810 | $586.1K | 0.00% | +100+0.6% | Added |
| Creative Planning | 15,496 | $574.5K | 0.00% | +5,356+52.8% | Added |
| KBC Group NV | 14,941 | $554.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 14,862 | $550.9K | 0.02% | +14,862 | New |
| Exchange Traded Concepts, LLC | 14,837 | $550.0K | 0.02% | +405+2.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,800 | $548.6K | 0.03% | −1,400−8.6% | Reduced |
| Gibraltar Capital Management, Inc. | 14,799 | $548.6K | 0.26% | +996+7.2% | Added |
| Greenleaf Trust | 14,687 | $544.0K | 0.01% | −805−5.2% | Reduced |
| Nations Financial Group Inc, | 14,325 | $531.0K | 0.06% | −609−4.1% | Reduced |
| Voloridge Investment Management, LLC | 14,169 | $525.2K | 0.00% | +14,169 | New |
| Nordea Investment Management AB | 13,980 | $521.7K | 0.00% | +5,276+60.6% | Added |
| Tower Research Capital LLC (TRC) | 14,015 | $519.0K | 0.02% | −3,728−21.0% | Reduced |
| La Banque Postale Asset Management SA | 13,897 | $515.2K | 0.01% | +13,897 | New |
| Schechter Investment Advisors, LLC | 13,818 | $512.2K | 0.05% | +639+4.8% | Added |
| Wetherby Asset Management Inc | 13,689 | $507.5K | 0.03% | −711−4.9% | Reduced |
| PEAK6 Investments LLC | 13,679 | $507.1K | 0.03% | −12,921−48.6% | Reduced |
| CIBC Asset Management Inc | 13,657 | $506.3K | 0.00% | −4,816−26.1% | Reduced |
| Metis Global Partners, LLC | 13,650 | $506.0K | 0.05% | +4,731+53.0% | Added |
| Neuberger Berman Group LLC | 13,532 | $501.6K | 0.00% | −27,210−66.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 13,518 | $501.1K | 0.01% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 13,502 | $501.0K | 0.14% | +1,145+9.3% | Added |
| Intech Investment Management LLC | 13,213 | $489.8K | 0.00% | +386+3.0% | Added |
| MML Investors Services, LLC | 13,053 | $484.0K | 0.00% | +374+2.9% | Added |
| Navellier & Associates Inc | 12,758 | $472.9K | 0.10% | +1,328+11.6% | Added |
| Veritable, L.P. | 12,204 | $452.4K | 0.01% | +1,122+10.1% | Added |
| Walleye Capital LLC | 12,100 | $448.5K | 0.01% | +12,100 | New |
| Archer Investment Corp | 12,000 | $444.8K | 0.17% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 11,907 | $441.0K | 0.00% | +500+4.4% | Added |
| Epoch Investment Partners, Inc. | 11,893 | $440.9K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 11,478 | $425.0K | 0.00% | −246,224−95.5% | Reduced |
| Shelton Capital Management | 10,721 | $397.4K | 0.04% | −361−3.3% | Reduced |
| TL Private Wealth | 9,935 | $396.9K | 0.23% | 00.0% | Unchanged |
| Mma Asset Management LLC | 10,703 | $396.8K | 0.32% | +1,826+20.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,505 | $389.0K | 0.02% | −984−8.6% | Reduced |