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 |
|---|---|---|---|---|---|
| Trustcore Financial Services, LLC | 81 | $3.00K | 0.00% | +81 | New |
| Copeland Capital Management, LLC | 81 | $3.00K | 0.00% | +81 | New |
| Sound Income Strategies, LLC | 80 | $2.97K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 74 | $2.74K | 0.00% | +74 | New |
| Compass Wealth Management LLC | 73 | $2.71K | 0.00% | +73 | New |
| EWG Elevate Inc. | 68 | $2.52K | 0.00% | +68 | New |
| Romano Brothers and Company | 65 | $2.41K | 0.00% | +65 | New |
| CoreCap Advisors, LLC | 65 | $2.41K | 0.00% | +65 | New |
| Glassman Wealth Services | 64 | $2.37K | 0.00% | −90−58.4% | Reduced |
| Quent Capital, LLC | 63 | $2.36K | 0.00% | −1−1.6% | Reduced |
| Focused Wealth Management, Inc | 61 | $2.27K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 58 | $2.15K | 0.00% | −617−91.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 54 | $2.00K | 0.00% | +54 | New |
| Tyler-Stone Wealth Management | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 52 | $1.93K | 0.00% | +1+2.0% | Added |
| Harbour Investments, Inc. | 50 | $1.85K | 0.00% | −32−39.0% | Reduced |
| CVA Family Office, LLC | 50 | $1.85K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 49 | $1.83K | 0.00% | +30+157.9% | Added |
| TD Waterhouse Canada Inc. | 48 | $1.83K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 37 | $1.80K | 0.02% | +37 | New |
| Raffa Wealth Management, LLC | 48 | $1.78K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 41 | $1.52K | 0.00% | +2+5.1% | Added |
| M&R Capital Management Inc | 39 | $1.48K | 0.00% | +39 | New |
| Citadel Advisors LLC | 38 | $1.41K | 0.00% | −216,371−100.0% | Reduced |
| Disciplined Investments, LLC | 33 | $1.22K | 0.00% | +1+3.1% | Added |
| SJS Investment Consulting Inc. | 31 | $1.15K | 0.00% | −4−11.4% | Reduced |
| Financial Management Professionals, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 26 | $964 | 0.00% | +26 | New |
| TD Private Client Wealth LLC | 25 | $927 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 25 | $927 | 0.00% | +25 | New |
| RWM Asset Management, LLC | 14 | $519 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 14 | $519 | 0.00% | +14 | New |
| Private Advisor Group, LLC | 11,076 | $411 | 0.00% | −3,858−25.8% | Reduced |
| Sutton Wealth Advisors Inc. | 11 | $408 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $334 | 0.00% | +9 | New |
| Accel Wealth Management | 5 | $187 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4 | $148 | 0.00% | +4 | New |
| Coppell Advisory Solutions Corp. | 4 | $148 | 0.00% | +4 | New |
| True Wealth Design, LLC | 1 | $37 | 0.00% | +1 | New |
| Baystate Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −52,600−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −267,364−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −229,027−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −160,600−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −102,974−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −33,747−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −31,439−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,228−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −30,530−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −30,364−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,536−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −28,717−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −25,218−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −23,227−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −21,815−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −20,172−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −16,263−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −14,992−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −14,192−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −13,842−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −10,950−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −9,628−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −9,338−100.0% | Sold out |
| SevenBridge Financial Group, LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,014−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −7,967−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,725−100.0% | Sold out |
| Sonora Investment Management Group, LLC | 0 | $0 | 0.00% | −6,470−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,432−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −6,431−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −5,244−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −2,956−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,567−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −424−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Agf Investments Inc. | – | – | – | – | Not filed |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Monolith Advisors | – | – | – | – | Not filed |