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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 10,423 | $387.0K | 0.02% | −624−5.6% | Reduced |
| JustInvest LLC | 10,350 | $383.7K | 0.02% | −6,426−38.3% | Reduced |
| Belpointe Asset Management LLC | 10,335 | $383.1K | 0.02% | +10,335 | New |
| Vontobel Holding Ltd. | 10,065 | $373.2K | 0.00% | +1,292+14.7% | Added |
| Needham Investment Management LLC | 10,000 | $370.7K | 0.07% | 00.0% | Unchanged |
| CSS LLC | 10,000 | $370.7K | 0.02% | +10,000 | New |
| Steward Partners Investment Advisory, LLC | 9,983 | $370.1K | 0.01% | −27−0.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 9,824 | $364.2K | 0.00% | −37,151−79.1% | Reduced |
| Johnson Financial Group, Inc. | 9,779 | $362.5K | 0.03% | −1,722−15.0% | Reduced |
| Jane Street Group, LLC | 9,720 | $360.3K | 0.00% | −44,299−82.0% | Reduced |
| Haverford Trust Co | 9,658 | $358.0K | 0.00% | 00.0% | Unchanged |
| Hyman Charles D | 9,598 | $356.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 9,582 | $355.2K | 0.04% | +1,537+19.1% | Added |
| Centennial Wealth Advisory LLC | 9,581 | $355.2K | 0.20% | +1,248+15.0% | Added |
| Engineers Gate Manager LP | 9,390 | $348.1K | 0.02% | +9,390 | New |
| Pathstone Family Office, LLC | 14,551 | $343.6K | 0.01% | +14,551 | New |
| Squarepoint Ops LLC | 9,132 | $338.5K | 0.00% | +9,132 | New |
| Lindenwold Advisors | 9,117 | $338.0K | 0.23% | +347+4.0% | Added |
| BancorpSouth Bank | 8,918 | $330.6K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 8,900 | $330.0K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 8,844 | $328.0K | 0.01% | −825−8.5% | Reduced |
| Balentine LLC | 8,753 | $324.5K | 0.01% | +8,753 | New |
| Cetera Investment Advisers | 8,555 | $317.1K | 0.00% | +743+9.5% | Added |
| Petrus Trust Company, LTA | 8,500 | $315.1K | 0.04% | +8,500 | New |
| Fuller & Thaler Asset Management, Inc. | 8,503 | $315.0K | 0.00% | −2,922−25.6% | Reduced |
| Grandview Asset Management LLC | 8,472 | $314.0K | 0.20% | −2,359−21.8% | Reduced |
| Covestor Ltd | 8,455 | $313.0K | 0.26% | +1,006+13.5% | Added |
| Chesley Taft & Associates LLC | 8,280 | $306.9K | 0.02% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 8,132 | $301.0K | 0.28% | +8,132 | New |
| B. Metzler seel. Sohn & Co. AG | 8,111 | $300.7K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 8,081 | $299.6K | 0.00% | +1,763+27.9% | Added |
| Vident Investment Advisory, LLC | 8,063 | $298.9K | 0.01% | −52,633−86.7% | Reduced |
| V2 Financial group LLC | 8,030 | $297.7K | 0.24% | 00.0% | Unchanged |
| Wade G W & Inc | 8,022 | $297.0K | 0.01% | −1,344−14.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,937 | $294.2K | 0.08% | +7,937 | New |
| Advisor Partners II, LLC | 7,893 | $292.6K | 0.02% | +1,020+14.8% | Added |
| Inceptionr LLC | 7,847 | $290.9K | 0.15% | +7,847 | New |
| IFG Advisory, LLC | 7,813 | $289.0K | 0.03% | +138+1.8% | Added |
| BKD Wealth Advisors, LLC | 7,739 | $286.9K | 0.01% | +56+0.7% | Added |
| Bryn Mawr Trust Co | 7,607 | $282.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 7,557 | $280.1K | 0.25% | −1,457−16.2% | Reduced |
| Compagnie Lombard Odier SCmA | 7,559 | $280.0K | 0.01% | +1,086+16.8% | Added |
| Cullen/Frost Bankers, Inc. | 7,500 | $278.0K | 0.01% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 7,500 | $278.0K | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 7,472 | $277.0K | 0.00% | +7,472 | New |
| Legacy Wealth Asset Management, LLC | 7,457 | $276.4K | 0.11% | −164−2.2% | Reduced |
| Trilogy Capital Inc. | 7,299 | $270.6K | 0.02% | +7,299 | New |
| Wesbanco Bank Inc | 7,216 | $267.0K | 0.01% | +7,216 | New |
| Bell Bank | 7,117 | $263.8K | 0.03% | 00.0% | Unchanged |
| Point72 Middle East FZE | 7,090 | $262.8K | 0.02% | +7,090 | New |
| Moody National Bank Trust Division | 7,020 | $261.0K | 0.02% | +165+2.4% | Added |
| Godshalk Welsh Capital Management, Inc. | 6,900 | $255.8K | 0.19% | −1,875−21.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,879 | $255.0K | 0.05% | −1,279−15.7% | Reduced |
| Verition Fund Management LLC | 6,835 | $253.4K | 0.00% | −32,722−82.7% | Reduced |
| Kestra Advisory Services, LLC | 6,833 | $253.3K | 0.00% | +6,833 | New |
| Integrated Wealth Concepts LLC | 6,827 | $253.0K | 0.01% | +6,827 | New |
| Ci Investments Inc. | 6,806 | $252.0K | 0.00% | +3,767+124.0% | Added |
| Moors & Cabot, Inc. | 6,787 | $251.6K | 0.02% | −50−0.7% | Reduced |
| Echo Street Capital Management LLC | 6,783 | $251.4K | 0.00% | −17,098−71.6% | Reduced |
| Garrison Point Advisors, LLC | 6,680 | $247.6K | 0.20% | 00.0% | Unchanged |
| Blair William & Co | 6,669 | $247.2K | 0.00% | −577−8.0% | Reduced |
| Cubist Systematic Strategies, LLC | 6,638 | $246.1K | 0.00% | −40,832−86.0% | Reduced |
| DFPG Investments, LLC | 5,989 | $245.6K | 0.04% | +5,989 | New |
| Calton & Associates, Inc. | 6,615 | $245.2K | 0.09% | −8−0.1% | Reduced |
| Bailard, Inc. | 6,559 | $243.1K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 6,438 | $238.0K | 0.00% | +864+15.5% | Added |
| GWM Advisors LLC | 6,639 | $237.0K | 0.01% | +6,639 | New |
| Davenport & Co LLC | 6,310 | $234.0K | 0.00% | +6,310 | New |
| Wiley Bros.-Aintree Capital, LLC | 6,300 | $233.5K | 0.12% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 6,202 | $229.9K | 0.00% | −68,143−91.7% | Reduced |
| EMC Capital Management | 6,182 | $229.0K | 0.21% | +2,208+55.6% | Added |
| Stephens Inc | 6,128 | $227.2K | 0.00% | +6,128 | New |
| Candriam Luxembourg S.C.A. | 6,101 | $226.2K | 0.00% | −15,942−72.3% | Reduced |
| Seven Eight Capital, LP | 6,079 | $225.3K | 0.06% | +6,079 | New |
| IFP Advisors, Inc | 4,688 | $224.0K | 0.01% | −2,238−32.3% | Reduced |
| Fulcrum Capital LLC | 6,000 | $222.4K | 0.06% | +6,000 | New |
| Boston Family Office LLC | 6,000 | $222.0K | 0.02% | +6,000 | New |
| Susquehanna International Group, LLP | 5,910 | $219.1K | 0.00% | −40,131−87.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,910 | $219.0K | 0.01% | +5,910 | New |
| JFS Wealth Advisors, LLC | 5,888 | $218.3K | 0.02% | −9−0.2% | Reduced |
| Quantinno Capital Management LP | 5,872 | $218.0K | 0.02% | −8,503−59.2% | Reduced |
| CI Private Wealth, LLC | 5,871 | $217.6K | 0.00% | +5,871 | New |
| Hunter Associates Investment Management LLC | 5,748 | $212.0K | 0.05% | +5,748 | New |
| Applied Finance Capital Management, LLC | 5,630 | $208.7K | 0.03% | +5,630 | New |
| Journey Strategic Wealth LLC | 5,629 | $208.7K | 0.02% | +5,629 | New |
| Bayesian Capital Management, LP | 5,523 | $204.7K | 0.03% | −25,900−82.4% | Reduced |
| Renaissance Technologies LLC | 5,500 | $204.0K | 0.00% | −38,083−87.4% | Reduced |
| Vestcor Inc | 4,947 | $183.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,727 | $175.2K | 0.01% | +660+16.2% | Added |
| Arcus Capital Partners, LLC | 4,524 | $167.7K | 0.07% | +4,524 | New |
| Mendota Financial Group, LLC | 3,917 | $145.2K | 0.18% | +3,917 | New |
| Hartford Financial Management Inc. | 3,755 | $139.2K | 0.04% | 00.0% | Unchanged |
| AIA Group Ltd | 3,691 | $136.8K | 0.01% | +1,595+76.1% | 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 |
| Lindbrook Capital, LLC | 3,359 | $124.5K | 0.02% | +38+1.1% | Added |
| Central Trust Co | 3,250 | $120.5K | 0.00% | −700−17.7% | Reduced |
| Itau Unibanco Holding S.A. | 3,045 | $114.6K | 0.00% | +761+33.3% | Added |
| Parallel Advisors, LLC | 3,081 | $114.2K | 0.00% | +666+27.6% | Added |
| Riggs Asset Managment Co. Inc. | 3,037 | $112.6K | 0.05% | 00.0% | Unchanged |