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, Q1 2023
Institutional positions in Ugi Corp as of Mar 31, 2023. 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
- 525
- −5 vs. Q4 2022
- Shares held
- 173.6M
- −2.30M (−1.3%) vs. Q4 2022
- Total value
- $6.04B
- −$487.8M (−7.5%) vs. Q4 2022
- New holders
- 53
- 194 more added
- Sold out
- 58
- 178 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $35 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $70 | 0.00% | +1+100.0% | Added |
| Baystate Wealth Management LLC | 2 | $72 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 5 | $177 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $313 | 0.00% | 00.0% | Unchanged |
| Savior LLC | 10 | $348 | 0.00% | +10 | New |
| JNBA Financial Advisors | 11 | $383 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 22 | $765 | 0.00% | −9−29.0% | Reduced |
| TD Private Client Wealth LLC | 25 | $869 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 26 | $904 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 33 | $1.15K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $1.22K | 0.00% | −15−30.0% | Reduced |
| Schubert & Co | 40 | $1.39K | 0.00% | −1−2.4% | Reduced |
| Pinnacle Bancorp, Inc. | 41 | $1.43K | 0.00% | −78−65.5% | Reduced |
| Prestige Wealth Management Group LLC | 41 | $1.44K | 0.00% | −8−16.3% | Reduced |
| TD Waterhouse Canada Inc. | 48 | $1.64K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $1.67K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 53 | $1.82K | 0.00% | +1+1.9% | Added |
| Kalos Management, Inc. | 55 | $1.91K | 0.00% | +55 | New |
| TCI Wealth Advisors, Inc. | 56 | $1.95K | 0.00% | −2−3.4% | Reduced |
| Focused Wealth Management, Inc | 62 | $2.15K | 0.00% | +1+1.6% | Added |
| Quent Capital, LLC | 64 | $2.21K | 0.00% | +1+1.6% | Added |
| Glassman Wealth Services | 71 | $2.47K | 0.00% | +7+10.9% | Added |
| Compass Wealth Management LLC | 73 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 79 | $2.75K | 0.00% | −23,746−99.7% | Reduced |
| Sound Income Strategies, LLC | 80 | $2.78K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 81 | $2.81K | 0.00% | +81 | New |
| Clearview Wealth Advisors LLC | 85 | $2.96K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 84 | $3.00K | 0.00% | +84 | New |
| Farmers & Merchants Investments Inc | 95 | $3.30K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 90 | $3.34K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 97 | $3.37K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 97 | $3.37K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 98 | $3.39K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $3.48K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $3.48K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 104 | $3.62K | 0.00% | −98−48.5% | Reduced |
| Bell Investment Advisors, Inc | 125 | $4.34K | 0.00% | −70−35.9% | Reduced |
| M&R Capital Management Inc | 134 | $4.67K | 0.00% | +95+243.6% | Added |
| Earnest Partners LLC | 153 | $5.32K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 163 | $5.72K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 168 | $5.84K | 0.00% | +14+9.1% | Added |
| Bartlett & Co. LLC | 163 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 192 | $6.67K | 0.00% | −12−5.9% | Reduced |
| South State Corp. | 209 | $7.26K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 210 | $7.30K | 0.00% | +210 | New |
| Arlington Partners LLC | 210 | $7.30K | 0.00% | +210 | New |
| Blume Capital Management, Inc. | 223 | $7.75K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 236 | $8.20K | 0.01% | +236 | New |
| Benjamin F. Edwards & Company, Inc. | 255 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 281 | $9.77K | 0.00% | −61−17.8% | Reduced |
| Milestone Investment Advisors LLC | 300 | $10.4K | 0.00% | +300 | New |
| Lee Financial Co | 302 | $10.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 307 | $10.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 315 | $11.0K | 0.00% | −168−34.8% | Reduced |
| Webster Bank, N. A. | 318 | $11.1K | 0.00% | −3,346−91.3% | Reduced |
| Umb Bank N A | 358 | $12.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $13.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 379 | $13.2K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 400 | $13.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 475 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 443 | $16.0K | 0.00% | +1+0.2% | Added |
| United Community Bank | 465 | $16.2K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 476 | $16.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 488 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 491 | $17.1K | 0.00% | +30+6.5% | Added |
| Denali Advisors LLC | 500 | $17.4K | 0.01% | −800−61.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 509 | $17.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $20.9K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 600 | $20.9K | 0.00% | −100−14.3% | Reduced |
| Deseret Mutual Benefit Administrators | 608 | $21.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $21.3K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $21.8K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 642 | $22.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 634 | $22.0K | 0.01% | −449−41.5% | Reduced |
| Huntington National Bank | 638 | $22.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 672 | $23.4K | 0.00% | −18−2.6% | Reduced |
| Stonebridge Capital Advisors LLC | 690 | $24.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 698 | $24.0K | 0.00% | +698 | New |
| Stone House Investment Management, LLC | 708 | $24.6K | 0.01% | +708 | New |
| AdvisorNet Financial, Inc | 711 | $24.7K | 0.00% | −19−2.6% | Reduced |
| Heritage Wealth Advisors | 720 | $25.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $25.8K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 742 | $25.8K | 0.00% | +486+189.8% | Added |
| ICA Group Wealth Management, LLC | 786 | $27.3K | 0.01% | +1+0.1% | Added |
| Fifth Third Bancorp | 872 | $30.3K | 0.00% | +375+75.5% | Added |
| Estabrook Capital Management | 950 | $33.0K | 0.01% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 992 | $34.5K | 0.03% | +992 | New |
| Northwestern Mutual Wealth Management Co | 1,072 | $37.3K | 0.00% | −428−28.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $38.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,150 | $40.0K | 0.00% | −382−24.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,165 | $40.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,199 | $41.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,200 | $41.7K | 0.00% | +1,200 | New |
| Quadrant Capital Group LLC | 1,269 | $44.2K | 0.00% | −609−32.4% | Reduced |
| Concord Wealth Partners | 1,274 | $44.3K | 0.01% | −24−1.8% | Reduced |
| Proequities, Inc. | 1,391 | $48.9K | 0.00% | −97−6.5% | Reduced |