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 |
|---|---|---|---|---|---|
| TL Private Wealth | 9,935 | $345.3K | 0.20% | 00.0% | Unchanged |
| Needham Investment Management LLC | 10,000 | $347.6K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,196 | $354.4K | 0.01% | +213+2.1% | Added |
| Oak Thistle LLC | 10,281 | $357.4K | 0.21% | +10,281 | New |
| Belpointe Asset Management LLC | 10,290 | $357.7K | 0.02% | −45−0.4% | Reduced |
| Verition Fund Management LLC | 10,437 | $362.8K | 0.01% | +3,602+52.7% | Added |
| Wade G W & Inc | 10,441 | $363.0K | 0.01% | +2,419+30.2% | Added |
| Nations Financial Group Inc, | 10,615 | $369.0K | 0.04% | −3,710−25.9% | Reduced |
| Neuberger Berman Group LLC | 10,625 | $369.3K | 0.00% | −2,907−21.5% | Reduced |
| Integrated Wealth Concepts LLC | 10,688 | $372.0K | 0.01% | +3,861+56.6% | Added |
| Shelton Capital Management | 10,721 | $372.7K | 0.02% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 10,730 | $373.0K | 0.35% | +2,598+31.9% | Added |
| Mma Asset Management LLC | 10,914 | $379.4K | 0.27% | +211+2.0% | Added |
| Vontobel Holding Ltd. | 10,942 | $380.3K | 0.00% | +877+8.7% | Added |
| HBK Sorce Advisory LLC | 11,127 | $386.8K | 0.02% | −10,765−49.2% | Reduced |
| Unigestion Holding SA | 11,446 | $388.7K | 0.02% | +11,446 | New |
| Hennion & Walsh Asset Management, Inc. | 11,232 | $390.0K | 0.02% | +727+6.9% | Added |
| Fulton Bank, N.A. | 11,317 | $393.4K | 0.02% | +894+8.6% | Added |
| Legacy Wealth Asset Management, LLC | 11,409 | $396.6K | 0.14% | +3,952+53.0% | Added |
| Epoch Investment Partners, Inc. | 11,893 | $413.4K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,916 | $414.0K | 0.04% | +11,916 | New |
| La Banque Postale Asset Management SA | 12,074 | $419.7K | 0.01% | −1,823−13.1% | Reduced |
| Echo Street Capital Management LLC | 12,212 | $424.5K | 0.00% | +5,429+80.0% | Added |
| Veritable, L.P. | 12,263 | $426.3K | 0.01% | +59+0.5% | Added |
| US Bancorp | 12,300 | $427.5K | 0.00% | −4,645−27.4% | Reduced |
| Wetherby Asset Management Inc | 12,397 | $430.9K | 0.03% | −1,292−9.4% | Reduced |
| Daiwa Securities Group Inc. | 12,407 | $431.0K | 0.00% | +500+4.2% | Added |
| MML Investors Services, LLC | 12,538 | $436.0K | 0.00% | −515−3.9% | Reduced |
| D.A. Davidson & Co. | 12,579 | $436.5K | 0.00% | +12,579 | New |
| U.S. Capital Wealth Advisors, LLC | 12,800 | $444.9K | 0.02% | −2,000−13.5% | Reduced |
| Krane Funds Advisors LLC | 12,624 | $446.0K | 0.02% | +12,624 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,845 | $446.5K | 0.00% | +12,845 | New |
| Intech Investment Management LLC | 12,860 | $447.0K | 0.00% | −353−2.7% | Reduced |
| JustInvest LLC | 12,875 | $447.5K | 0.02% | +2,525+24.4% | Added |
| United Services Automobile Association | 13,015 | $452.4K | 0.01% | −10,080−43.6% | Reduced |
| CI Private Wealth, LLC | 13,017 | $452.5K | 0.00% | +7,146+121.7% | Added |
| Navellier & Associates Inc | 13,147 | $457.0K | 0.10% | +389+3.0% | Added |
| Johnson Financial Group, Inc. | 13,377 | $465.4K | 0.03% | +3,598+36.8% | Added |
| Williams Jones Wealth Management, LLC. | 13,518 | $469.9K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,621 | $473.5K | 0.00% | +7,711+130.5% | Added |
| Nordea Investment Management AB | 13,980 | $476.7K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,717 | $476.8K | 0.04% | −101−0.7% | Reduced |
| CSS LLC | 14,000 | $486.6K | 0.04% | +4,000+40.0% | Added |
| DuPont Capital Management Corp | 14,084 | $489.6K | 0.02% | +14,084 | New |
| Martingale Asset Management L P | 14,118 | $490.7K | 0.01% | −7,688−35.3% | Reduced |
| CIBC Asset Management Inc | 14,139 | $491.5K | 0.00% | +482+3.5% | Added |
| Mutual Advisors, LLC | 14,572 | $506.5K | 0.02% | −290−2.0% | Reduced |
| Greenleaf Trust | 14,579 | $506.8K | 0.01% | −108−0.7% | Reduced |
| Archer Investment Corp | 14,374 | $520.9K | 0.19% | +2,374+19.8% | Added |
| PEAK6 Investments LLC | 14,991 | $521.1K | 0.03% | +1,312+9.6% | Added |
| Burns Matteson Capital Management, LLC | 15,250 | $530.1K | 0.34% | +15,250 | New |
| Mirabella Financial Services LLP | 15,666 | $544.5K | 0.12% | +15,666 | New |
| Qube Research & Technologies Ltd | 15,671 | $544.7K | 0.00% | +15,671 | New |
| Abundance Wealth Counselors | 15,684 | $545.0K | 0.14% | +2,182+16.2% | Added |
| TD Asset Management Inc | 15,710 | $546.1K | 0.00% | −100−0.6% | Reduced |
| Creative Planning | 15,803 | $549.3K | 0.00% | +307+2.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 15,926 | $553.6K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 15,926 | $553.6K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 16,189 | $562.7K | 0.04% | +2,539+18.6% | Added |
| Exchange Traded Concepts, LLC | 16,218 | $563.7K | 0.02% | +1,381+9.3% | Added |
| Wright Investors Service Inc | 16,293 | $566.3K | 0.16% | +16,293 | New |
| Tudor Investment Corp Et Al | 16,369 | $569.0K | 0.01% | +16,369 | New |
| Elo Mutual Pension Insurance Co | 16,820 | $585.0K | 0.02% | +931+5.9% | Added |
| KBC Group NV | 16,917 | $588.0K | 0.00% | +1,976+13.2% | Added |
| Allianz Asset Management GmbH | 17,021 | $591.6K | 0.00% | −38,811−69.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 17,794 | $618.5K | 0.02% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 17,925 | $623.1K | 0.03% | +17,925 | New |
| Private Advisor Group, LLC | 18,154 | $631.0K | 0.01% | +7,078+63.9% | Added |
| Wealthspire Advisors, LLC | 18,303 | $636.2K | 0.01% | −303−1.6% | Reduced |
| British Columbia Investment Management Corp | 18,488 | $642.6K | 0.01% | −34−0.2% | Reduced |
| Cetera Advisor Networks LLC | 18,556 | $645.0K | 0.00% | +16+0.1% | Added |
| Securian Asset Management, Inc | 19,085 | $663.4K | 0.02% | −156−0.8% | Reduced |
| Gibraltar Capital Management, Inc. | 19,122 | $664.7K | 0.31% | +4,323+29.2% | Added |
| Crossmark Global Holdings, Inc. | 19,832 | $690.0K | 0.02% | +35+0.2% | Added |
| Jeppson Wealth Management, LLC | 19,986 | $694.7K | 0.30% | +956+5.0% | Added |
| Janus Henderson Group PLC | 20,188 | $701.6K | 0.00% | +15+0.1% | Added |
| Mercer Global Advisors Inc | 20,774 | $722.0K | 0.00% | −6,343−23.4% | Reduced |
| SG Americas Securities, LLC | 20,865 | $725.0K | 0.01% | −32,342−60.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,905 | $727.0K | 0.00% | +812+4.0% | Added |
| Argyle Capital Management Inc. | 21,112 | $733.9K | 0.26% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 21,258 | $738.9K | 0.00% | +12,755+150.0% | Added |
| RIA Advisory Group LLC | 21,714 | $754.8K | 0.35% | +4,356+25.1% | Added |
| Investment Management Corp of Ontario | 21,744 | $755.8K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 22,475 | $781.2K | 0.07% | +22,475 | New |
| Twinbeech Capital LP | 22,482 | $781.5K | 0.02% | +22,482 | New |
| Naples Global Advisors, LLC | 22,560 | $791.6K | 0.10% | +1,260+5.9% | Added |
| First Heartland Consultants, Inc. | 22,806 | $792.7K | 0.12% | +1,621+7.7% | Added |
| Nissay Asset Management Corp | 23,106 | $803.2K | 0.01% | −767−3.2% | Reduced |
| Public Employees Retirement Association of Colorado | 23,253 | $808.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 23,323 | $811.0K | 0.01% | +202+0.9% | Added |
| Jane Street Group, LLC | 23,360 | $812.0K | 0.00% | +13,640+140.3% | Added |
| Kendall Capital Management | 23,388 | $813.0K | 0.39% | −2,520−9.7% | Reduced |
| Public Sector Pension Investment Board | 23,620 | $821.0K | 0.01% | +6,632+39.0% | Added |
| Pathstone Family Office, LLC | 24,335 | $849.2K | 0.01% | +9,784+67.2% | Added |
| Rehmann Capital Advisory Group | 24,553 | $853.5K | 0.08% | −1,616−6.2% | Reduced |
| Donald L. Hagan, LLC | 25,324 | $880.3K | 0.49% | +2,305+10.0% | Added |
| Baird Financial Group, Inc. | 25,599 | $889.8K | 0.00% | −2,681−9.5% | Reduced |
| Integrated Advisors Network LLC | 25,948 | $902.0K | 0.05% | +25,948 | New |
| Coastline Trust Co | 27,361 | $951.1K | 0.14% | −210−0.8% | Reduced |
| Gulf International Bank (UK) Ltd | 27,519 | $956.0K | 0.02% | −11,306−29.1% | Reduced |