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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 525 institutions
Q1 2021: 498 institutionsQ2 2021: 502 institutionsQ3 2021: 512 institutionsQ4 2021: 564 institutionsQ1 2022: 537 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 486 institutionsQ3 2023: 444 institutionsQ4 2023: 444 institutionsQ1 2024: 446 institutionsQ2 2024: 464 institutionsQ3 2024: 476 institutionsQ4 2024: 510 institutionsQ1 2025: 565 institutionsQ2 2025: 594 institutionsQ3 2025: 569 institutionsQ4 2025: 613 institutionsQ1 2026: 597 institutionsQ2 2026: 625 institutions
Value heldQ1 2023: $6.04B
Q1 2021: $6.78BQ2 2021: $7.88BQ3 2021: $7.21BQ4 2021: $7.76BQ1 2022: $6.31BQ2 2022: $6.65BQ3 2022: $5.57BQ4 2022: $6.54BQ1 2023: $6.04BQ2 2023: $4.66BQ3 2023: $3.95BQ4 2023: $4.24BQ1 2024: $4.26BQ2 2024: $4.19BQ3 2024: $4.55BQ4 2024: $5.59BQ1 2025: $6.44BQ2 2025: $7.16BQ3 2025: $6.53BQ4 2025: $7.46BQ1 2026: $7.07BQ2 2026: $7.02B
Institutions holding UGI and their total value by quarter
QuarterHoldersValue
Q2 2026625$7.02B
Q1 2026597$7.07B
Q4 2025613$7.46B
Q3 2025569$6.53B
Q2 2025594$7.16B
Q1 2025565$6.44B
Q4 2024510$5.59B
Q3 2024476$4.55B
Q2 2024464$4.19B
Q1 2024446$4.26B
Q4 2023444$4.24B
Q3 2023444$3.95B
Q2 2023486$4.66B
Q1 2023525$6.04B
Q4 2022540$6.54B
Q3 2022510$5.57B
Q2 2022532$6.65B
Q1 2022537$6.31B
Q4 2021564$7.76B
Q3 2021512$7.21B
Q2 2021502$7.88B
Q1 2021498$6.78B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2022.

Institutions holding UGI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BI Asset Management Fondsmaeglerselskab A/S1,428$50.0K0.00%+674+89.4%Added
Hantz Financial Services, Inc.1,481$51.0K0.00%00.0%Unchanged
Allworth Financial LP1,470$51.1K0.00%+17+1.2%Added
Duncker Streett & Co Inc1,500$52.1K0.01%−1,000−40.0%Reduced
McClarren Financial Advisors, Inc.1,607$55.0K0.05%+16+1.0%Added
Newbridge Financial Services Group, Inc.1,628$56.6K0.03%−351−17.7%Reduced
Massmutual Trust Co FSB1,638$56.9K0.00%+10+0.6%Added
National Bank of Canada1,660$57.7K0.00%−148,309−98.9%Reduced
Parallel Advisors, LLC1,884$65.5K0.00%−1,197−38.9%Reduced
Lazard Asset Management LLC1,975$67.0K0.00%−1,720−46.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,956$68.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton2,003$69.6K0.02%00.0%Unchanged
Norwood Financial Corp2,065$71.7K0.11%+1,790+650.9%Added
Brown Brothers Harriman & Co2,100$73.0K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC2,178$75.7K0.05%00.0%Unchanged
EverSource Wealth Advisors, LLC2,237$77.8K0.01%−400−15.2%Reduced
Kistler-Tiffany Companies, LLC2,238$77.8K0.01%+9+0.4%Added
Beaird Harris Wealth Management, LLC2,250$78.2K0.01%−57−2.5%Reduced
MCF Advisors LLC2,250$78.2K0.01%00.0%Unchanged
Ameritas Advisory Services, LLC2,354$81.7K0.00%+2,354New
Hazlett, Burt & Watson, Inc.2,395$83.0K0.07%+8+0.3%Added
Assetmark, Inc2,467$85.8K0.00%−175−6.6%Reduced
Ronald Blue Trust, Inc.2,345$87.0K0.00%−154−6.2%Reduced
Tompkins Financial Corp2,524$87.7K0.01%00.0%Unchanged
Spire Wealth Management2,592$90.1K0.00%+945+57.4%Added
Dividend Assets Capital, LLC2,551$95.0K0.02%00.0%Unchanged
Global Retirement Partners, LLC2,977$96.0K0.01%+1,196+67.2%Added
AIA Group Ltd2,918$101.4K0.01%−773−20.9%Reduced
Riggs Asset Managment Co. Inc.3,037$105.6K0.04%00.0%Unchanged
Counterpoint Mutual Funds LLC3,172$110.3K0.10%+640+25.3%Added
Lindbrook Capital, LLC3,299$114.7K0.01%−60−1.8%Reduced
Central Trust Co3,318$115.3K0.00%+68+2.1%Added
Industrial Alliance Investment Management Inc.3,497$122.0K0.00%+3,497New
Hartford Financial Management Inc.3,755$130.5K0.03%00.0%Unchanged
Mendota Financial Group, LLC3,917$141.9K0.14%00.0%Unchanged
Signaturefd, LLC4,246$147.6K0.00%−481−10.2%Reduced
IFP Advisors, Inc3,379$156.0K0.01%−1,309−27.9%Reduced
Covestor Ltd4,817$167.0K0.15%−3,638−43.0%Reduced
Vestcor Inc4,947$172.0K0.01%00.0%Unchanged
Aquatic Capital Management LLC5,200$181.0K0.01%+3,800+271.4%Added
Van Eck Associates Corp5,483$191.0K0.00%−955−14.8%Reduced
O'Shaughnessy Asset Management, LLC5,766$200.4K0.00%+5,766New
Tower Research Capital LLC (TRC)5,799$202.0K0.01%−8,216−58.6%Reduced
Hunter Associates Investment Management LLC5,753$202.0K0.04%+5+0.1%Added
Costello Asset Management, INC5,820$202.3K0.21%−1,737−23.0%Reduced
JFS Wealth Advisors, LLC5,867$203.9K0.02%−21−0.4%Reduced
Godshalk Welsh Capital Management, Inc.5,925$206.0K0.15%−975−14.1%Reduced
Boston Family Office LLC6,000$208.0K0.02%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.6,010$209.0K0.01%+100+1.7%Added
Beirne Wealth Consulting Services, LLC6,000$210.7K0.15%+6,000New
Stephens Inc6,128$213.0K0.00%00.0%Unchanged
BancorpSouth Bank6,177$214.7K0.02%−2,741−30.7%Reduced
Lombard Odier Asset Management (Switzerland) SA6,177$214.7K0.02%+6,177New
EMC Capital Management6,182$215.0K0.18%00.0%Unchanged
Quantinno Capital Management LP6,247$217.0K0.01%+375+6.4%Added
Wiley Bros.-Aintree Capital, LLC6,300$219.0K0.11%00.0%Unchanged
Davenport & Co LLC6,310$219.3K0.00%00.0%Unchanged
Caxton Associates LP6,330$220.0K0.03%+6,330New
Kula Investments, LLC6,381$221.8K0.05%+6,381New
Calton & Associates, Inc.6,463$224.7K0.10%−152−2.3%Reduced
Compagnie Lombard Odier SCmA6,473$225.0K0.01%−1,086−14.4%Reduced
Brown Advisory Inc6,599$229.4K0.00%+6,599New
Garrison Point Advisors, LLC6,680$232.2K0.17%00.0%Unchanged
Blair William & Co6,746$234.5K0.00%+77+1.2%Added
Moors & Cabot, Inc.6,787$235.9K0.02%00.0%Unchanged
Ci Investments Inc.6,844$238.0K0.00%+38+0.6%Added
GWM Advisors LLC6,872$238.9K0.00%+233+3.5%Added
Moody National Bank Trust Division6,981$242.7K0.02%−39−0.6%Reduced
DFPG Investments, LLC7,044$244.8K0.03%+1,055+17.6%Added
Bell Bank7,117$247.4K0.03%00.0%Unchanged
Wesbanco Bank Inc7,216$251.0K0.01%00.0%Unchanged
Balentine LLC7,432$258.3K0.01%−1,321−15.1%Reduced
Cullen/Frost Bankers, Inc.7,500$260.7K0.00%00.0%Unchanged
Connectus Wealth, LLC7,500$260.7K0.01%00.0%Unchanged
Sigma Planning Corp7,507$261.0K0.01%+7,507New
Profund Advisors LLC7,523$261.5K0.02%−8,869−54.1%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors7,750$263.2K0.07%−187−2.4%Reduced
Bryn Mawr Trust Co7,607$265.0K0.01%00.0%Unchanged
BKD Wealth Advisors, LLC7,739$269.0K0.01%00.0%Unchanged
Axq Capital, LP7,973$277.1K0.11%+7,973New
Teza Capital Management LLC7,989$277.7K0.06%+7,989New
V2 Financial group LLC8,030$279.1K0.20%00.0%Unchanged
B. Metzler seel. Sohn & Co. AG8,111$281.9K0.00%00.0%Unchanged
Vident Investment Advisory, LLC8,168$283.9K0.01%+105+1.3%Added
Advisor Partners II, LLC8,191$284.7K0.02%+298+3.8%Added
Grandview Asset Management LLC8,228$286.0K0.17%−244−2.9%Reduced
Chesley Taft & Associates LLC8,280$287.8K0.02%00.0%Unchanged
State of Wyoming8,393$291.7K0.09%+5,643+205.2%Added
BDO Wealth Advisors, LLC8,683$301.8K0.04%−899−9.4%Reduced
Trilogy Capital Inc.8,822$306.7K0.02%+1,523+20.9%Added
Banque Cantonale Vaudoise8,900$310.0K0.02%00.0%Unchanged
Lindenwold Advisors8,937$310.6K0.19%−180−2.0%Reduced
Magnetar Financial LLC9,069$315.2K0.01%+9,069New
Sherbrooke Park Advisers LLC9,200$319.8K0.48%+9,200New
Avantax Advisory Services, Inc.9,203$319.9K0.00%+1,122+13.9%Added
Procyon Private Wealth Partners, LLC9,407$327.0K0.05%+2,528+36.7%Added
Hyman Charles D9,523$331.0K0.02%−75−0.8%Reduced
Haverford Trust Co9,636$334.9K0.00%−22−0.2%Reduced
FORA Capital, LLC9,656$335.6K0.03%+9,656New
Centennial Wealth Advisory LLC9,901$344.1K0.18%+320+3.3%Added