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 |
|---|---|---|---|---|---|
| State of Wyoming | 2,750 | $101.9K | 0.03% | −60−2.1% | Reduced |
| Assetmark, Inc | 2,642 | $97.9K | 0.00% | −21,384−89.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,637 | $97.8K | 0.01% | +2,258+595.8% | Added |
| Dividend Assets Capital, LLC | 2,551 | $95.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,524 | $94.0K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,532 | $93.9K | 0.10% | +2,532 | New |
| Duncker Streett & Co Inc | 2,500 | $92.7K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,387 | $89.0K | 0.08% | +9+0.4% | Added |
| Beaird Harris Wealth Management, LLC | 2,307 | $85.5K | 0.02% | +57+2.5% | Added |
| MCF Advisors LLC | 2,250 | $83.4K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,229 | $82.6K | 0.02% | +9+0.4% | 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 |
| Brown Brothers Harriman & Co | 2,100 | $77.8K | 0.00% | +2,014+2,341.9% | Added |
| Rosenberg Matthew Hamilton | 2,003 | $74.3K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,979 | $73.4K | 0.04% | +929+88.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,956 | $72.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,878 | $69.7K | 0.01% | −66−3.4% | Reduced |
| Global Retirement Partners, LLC | 1,781 | $66.0K | 0.00% | +1,772+19,688.9% | Added |
| Spire Wealth Management | 1,647 | $61.0K | 0.00% | +1,000+154.6% | Added |
| Massmutual Trust Co FSB | 1,628 | $60.0K | 0.00% | +77+5.0% | Added |
| McClarren Financial Advisors, Inc. | 1,591 | $59.0K | 0.06% | +16+1.0% | Added |
| Kepos Capital LP | 1,545 | $57.0K | 0.01% | −241−13.5% | Reduced |
| Geneos Wealth Management Inc. | 1,532 | $56.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,500 | $55.6K | 0.00% | +391+35.3% | Added |
| Proequities, Inc. | 1,488 | $55.6K | 0.00% | +356+31.4% | Added |
| Hantz Financial Services, Inc. | 1,481 | $55.0K | 0.00% | −644−30.3% | Reduced |
| Allworth Financial LP | 1,453 | $53.9K | 0.00% | +13+0.9% | Added |
| Aquatic Capital Management LLC | 1,400 | $52.0K | 0.00% | +1,400 | New |
| 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 |
| Denali Advisors LLC | 1,300 | $48.2K | 0.02% | +100+8.3% | Added |
| Concord Wealth Partners | 1,298 | $48.1K | 0.01% | +1,298 | New |
| Cary Street Partner Investment Advisory LLC | 1,165 | $43.2K | 0.00% | +1,165 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $40.9K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 950 | $35.2K | 0.01% | +89+10.3% | Added |
| Key Financial Inc | 1,083 | $35.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 929 | $34.0K | 0.00% | +227+32.3% | Added |
| Canada Pension Plan Investment Board | 887 | $32.9K | 0.00% | −38,900−97.8% | Reduced |
| Norway Savings Bank | 864 | $32.0K | 0.02% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 785 | $29.1K | 0.01% | +785 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 754 | $28.0K | 0.00% | +754 | New |
| Caldwell Trust Co | 741 | $27.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 730 | $27.1K | 0.00% | +303+71.0% | Added |
| Heritage Wealth Advisors | 720 | $26.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 690 | $26.0K | 0.00% | +18+2.7% | Added |
| Credit Agricole S A | 700 | $25.9K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 690 | $25.6K | 0.00% | +430+165.4% | Added |
| Asset Dedication, LLC | 642 | $24.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 638 | $23.7K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 636 | $23.6K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $23.3K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $22.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 608 | $22.5K | 0.01% | −479−44.1% | Reduced |
| Whittier Trust Co | 600 | $22.2K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 509 | $18.9K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 497 | $18.4K | 0.00% | −440−47.0% | Reduced |
| Farther Finance Advisors, LLC | 488 | $18.1K | 0.01% | +488 | New |
| Capital Advisors, Ltd. LLC | 483 | $18.0K | 0.00% | +71+17.2% | Added |
| North Star Investment Management Corp. | 476 | $17.6K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 465 | $17.2K | 0.02% | −50−9.7% | Reduced |
| First Horizon Advisors, Inc. | 461 | $17.1K | 0.00% | −651−58.5% | Reduced |
| Bessemer Group Inc | 442 | $17.0K | 0.00% | −196−30.7% | Reduced |
| Smithfield Trust Co | 475 | $17.0K | 0.00% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 433 | $16.1K | 0.01% | +433 | New |
| Column Capital Advisors, LLC | 400 | $14.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $14.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 379 | $14.0K | 0.01% | +379 | New |
| Umb Bank N A | 358 | $13.0K | 0.00% | −227−38.8% | Reduced |
| Hexagon Capital Partners LLC | 342 | $12.7K | 0.00% | −178−34.2% | Reduced |
| AllSquare Wealth Management LLC | 307 | $11.4K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 302 | $11.2K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 296 | $11.0K | 0.01% | +296 | New |
| Accurate Wealth Management, LLC | 260 | $10.5K | 0.00% | +260 | New |
| Norwood Financial Corp | 275 | $10.2K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 256 | $9.49K | 0.00% | −15−5.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 255 | $9.00K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 234 | $8.76K | 0.00% | +234 | New |
| Blume Capital Management, Inc. | 223 | $8.27K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 209 | $7.75K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 204 | $7.56K | 0.00% | +204 | New |
| First Manhattan Co | 202 | $7.49K | 0.00% | −53−20.8% | Reduced |
| Bell Investment Advisors, Inc | 195 | $7.23K | 0.00% | +20+11.4% | Added |
| Resources Management Corp | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 175 | $6.49K | 0.00% | +175 | New |
| Bartlett & Co. Wealth Management LLC | 163 | $6.10K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 163 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 154 | $5.71K | 0.00% | +110+250.0% | Added |
| Earnest Partners LLC | 153 | $5.67K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 150 | $5.56K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 98 | $4.06K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $3.71K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $3.71K | 0.00% | +100 | New |
| Zions Bancorporation, N.A. | 97 | $3.60K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 97 | $3.60K | 0.00% | +97 | New |
| Farmers & Merchants Investments Inc | 95 | $3.52K | 0.00% | −3−3.1% | Reduced |
| FinTrust Capital Advisors, LLC | 90 | $3.34K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 89 | $3.30K | 0.00% | +89 | New |
| Clearview Wealth Advisors LLC | 85 | $3.15K | 0.00% | +85 | New |