Skip to main content

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.

Q1 2023 vs. Q4 2022

How the institutions holding Ugi Corp changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of UGI: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders54010525−5
Shares176.2M290.2K173.6M−2.30M (−1.3%)
Value$6.54B$11.4M$6.04B−$487.8M (−7.5%)

10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (53)

Institutions that held Ugi Corp at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to UGI in Q1 2023
InstitutionSharesValue% of portfolio
Mackenzie Financial Corp586,673$20.4M0.03%
Balyasny Asset Management LLC162,212$5.64M0.02%
Dynamic Technology Lab Private Ltd51,754$1.80M0.17%
ExodusPoint Capital Management, LP42,336$1.47M0.02%
Lido Advisors, LLC36,813$1.28M0.02%
Y-Intercept (Hong Kong) Ltd34,846$1.21M0.14%
Integrated Advisors Network LLC25,948$902.0K0.05%
Twinbeech Capital LP22,482$781.5K0.02%
Ostrum Asset Management22,475$781.2K0.07%
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH17,925$623.1K0.03%
Tudor Investment Corp Et Al16,369$569.0K0.01%
Wright Investors Service Inc16,293$566.3K0.16%
Qube Research & Technologies Ltd15,671$544.7K0.00%
Mirabella Financial Services LLP15,666$544.5K0.12%
Burns Matteson Capital Management, LLC15,250$530.1K0.34%
DuPont Capital Management Corp14,084$489.6K0.02%
Mirae Asset Global Investments Co., Ltd.12,845$446.5K0.00%
Krane Funds Advisors LLC12,624$446.0K0.02%
D.A. Davidson & Co.12,579$436.5K0.00%
Virtu Financial LLC11,916$414.0K0.04%
Unigestion Holding SA11,446$388.7K0.02%
Oak Thistle LLC10,281$357.4K0.21%
FORA Capital, LLC9,656$335.6K0.03%
Sherbrooke Park Advisers LLC9,200$319.8K0.48%
Magnetar Financial LLC9,069$315.2K0.01%
Teza Capital Management LLC7,989$277.7K0.06%
Axq Capital, LP7,973$277.1K0.11%
Sigma Planning Corp7,507$261.0K0.01%
Brown Advisory Inc6,599$229.4K0.00%
Kula Investments, LLC6,381$221.8K0.05%
Caxton Associates LP6,330$220.0K0.03%
Lombard Odier Asset Management (Switzerland) SA6,177$214.7K0.02%
Beirne Wealth Consulting Services, LLC6,000$210.7K0.15%
O'Shaughnessy Asset Management, LLC5,766$200.4K0.00%
Industrial Alliance Investment Management Inc.3,497$122.0K0.00%
Ameritas Advisory Services, LLC2,354$81.7K0.00%
Group One Trading, L.P.1,200$41.7K0.00%
Machina Capital S.A.S.992$34.5K0.03%
Stone House Investment Management, LLC708$24.6K0.01%
Loomis Sayles & Co L P698$24.0K0.00%
Milestone Investment Advisors LLC300$10.4K0.00%
ZRC Wealth Management, LLC236$8.20K0.01%
Arlington Partners LLC210$7.30K0.00%
GPS Wealth Strategies Group, LLC210$7.30K0.00%
Householder Group Estate & Retirement Specialist, LLC84$3.00K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC81$2.81K0.00%
Kalos Management, Inc.55$1.91K0.00%
JNBA Financial Advisors11$3830.00%
Savior LLC10$3480.00%
Kayne Anderson Rudnick Investment Management LLC1$350.00%
Avion Wealth13$00.00%
Transamerica Financial Advisors, Inc.1––
Cerity Partners LLC3,318––

Sold out (58)

Institutions that held Ugi Corp at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of UGI in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
CIBC World Markets Corp143,000$5.30M
AXA S.A.128,883$4.78M
Bridgeway Capital Management, LLC96,200$3.57M
Meeder Asset Management Inc68,658$2.55M
Natixis56,303$2.09M
Pacer Advisors, Inc.54,494$2.02M
Bridgewater Associates, LP49,478$1.83M
CX Institutional43,618$1.62M
Power Corp of Canada43,052$1.60M
Versor Investments LP31,862$1.18M
ING Groep NV29,100$1.08M
Agf Management Ltd24,852$921.3K
Lifestyle Asset Management, Inc.23,916$886.6K
1832 Asset Management L.P.23,608$875.1K
Reaves W H & Co Inc18,281$678.0K
Marshall Wace, LLP17,173$636.6K
Walleye Capital LLC12,100$448.5K
Healthcare of Ontario Pension Plan Trust Fund9,824$364.2K
Ancora Advisors, LLC8,844$328.0K
Cetera Investment Advisers8,555$317.1K
Petrus Trust Company, LTA8,500$315.1K
Schroder Investment Management Group7,472$277.0K
Point72 Middle East FZE7,090$262.8K
Kestra Advisory Services, LLC6,833$253.3K
Cubist Systematic Strategies, LLC6,638$246.1K
Bailard, Inc.6,559$243.1K
Candriam Luxembourg S.C.A.6,101$226.2K
Seven Eight Capital, LP6,079$225.3K
Fulcrum Capital LLC6,000$222.4K
Applied Finance Capital Management, LLC5,630$208.7K
Journey Strategic Wealth LLC5,629$208.7K
Renaissance Technologies LLC5,500$204.0K
Arcus Capital Partners, LLC4,524$167.7K
Itau Unibanco Holding S.A.3,045$114.6K
Rockefeller Capital Management L.P.1,346$49.0K
Tobam929$34.0K
Canada Pension Plan Investment Board887$32.9K
Norway Savings Bank864$32.0K
High Net Worth Advisory Group LLC636$23.6K
Glassy Mountain Advisors, Inc.433$16.1K
Accurate Wealth Management, LLC260$10.5K
Comerica Securities,inc.234$8.76K
Resources Management Corp200$7.00K
MinichMacGregor Wealth Management, LLC175$6.49K
Money Concepts Capital Corp89$3.30K
Walleye Trading LLC74$2.74K
EWG Elevate Inc.68$2.52K
Romano Brothers and Company65$2.41K
Whittier Trust Co of Nevada Inc54$2.00K
Harbour Investments, Inc.50$1.85K
Sofos Investments, Inc.37$1.80K
Citadel Advisors LLC38$1.41K
New Millennium Group LLC25$927
RWM Asset Management, LLC14$519
Fiduciary Alliance LLC14$519
Sutton Wealth Advisors Inc.11$408
Coppell Advisory Solutions LLC4$148
Coppell Advisory Solutions Corp.4$148

Not filed for Q1 2023 yet (10)

Institutions that held Ugi Corp at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank191,515$7.75M
ARGI Investment Services, LLC35,148$1.30M
Boenning & Scattergood, Inc.32,310$1.17M
Seeyond29,043$1.08M
Kepos Capital LP1,545$57.0K
Glass Jacobson Investment Advisors llc296$11.0K
Cribstone Capital Management, LLC150$5.56K
Trustcore Financial Services, LLC81$3.00K
CoreCap Advisors, LLC65$2.41K
Tyler-Stone Wealth Management63$2.00K