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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 1,108,126 | $38.5M | 0.01% | −100,026−8.3% | Reduced |
| Dimensional Fund Advisors LP | 1,222,520 | $42.5M | 0.01% | +14,663+1.2% | Added |
| Jupiter Asset Management Ltd | 1,279,003 | $44.4M | 0.61% | +94,612+8.0% | Added |
| Federated Hermes, Inc. | 1,312,486 | $45.6M | 0.11% | +10,435+0.8% | Added |
| Charles Schwab Investment Management Inc | 1,368,634 | $47.6M | 0.01% | +9,612+0.7% | Added |
| Victory Capital Management Inc | 1,549,993 | $53.9M | 0.06% | +126,205+8.9% | Added |
| Invesco Ltd. | 1,555,149 | $54.1M | 0.02% | −428,570−21.6% | Reduced |
| Norges Bank | 1,630,252 | $56.7M | 0.01% | +48,636+3.1% | Added |
| Amundi | 1,772,215 | $61.6M | 0.03% | +505,883+39.9% | Added |
| Prudential Financial Inc | 1,878,204 | $65.3M | 0.10% | +546,105+41.0% | Added |
| Morgan Stanley | 1,893,403 | $65.8M | 0.01% | +94,035+5.2% | Added |
| Northern Trust Corp | 2,202,196 | $76.5M | 0.02% | +284,800+14.9% | Added |
| Diamond Hill Capital Management Inc | 2,278,818 | $79.2M | 0.37% | −72,759−3.1% | Reduced |
| First Trust Advisors LP | 2,724,635 | $94.7M | 0.11% | +17,112+0.6% | Added |
| Bank of New York Mellon Corp | 2,898,860 | $100.8M | 0.02% | −64,391−2.2% | Reduced |
| Geode Capital Management, LLC | 3,017,393 | $104.7M | 0.01% | −49,295−1.6% | Reduced |
| LSV Asset Management | 3,664,015 | $127.4M | 0.29% | −179,100−4.7% | Reduced |
| Snyder Capital Management L P | 4,371,413 | $152.0M | 3.24% | +1,5230.0% | Added |
| First Eagle Investment Management, LLC | 7,371,891 | $256.2M | 0.68% | −1,297,196−15.0% | Reduced |
| Deutsche Bank AG | 7,623,325 | $265.0M | 0.15% | −140,417−1.8% | Reduced |
| State Street Corp | 17,592,668 | $617.8M | 0.03% | −2,101,673−10.7% | Reduced |
| Vanguard Group Inc | 25,227,462 | $876.9M | 0.02% | +219,979+0.9% | Added |
| BlackRock Inc. | 35,154,665 | $1.22B | 0.04% | +1,150,654+3.4% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | +1 | New |
| Cerity Partners LLC | 3,318 | – | – | +3,318 | New |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −143,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −128,883−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −96,200−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −68,658−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −56,303−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −54,494−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −49,478−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −43,618−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −43,052−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −31,862−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −29,100−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −24,852−100.0% | Sold out |
| Lifestyle Asset Management, Inc. | 0 | $0 | 0.00% | −23,916−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −23,608−100.0% | Sold out |
| Reaves W H & Co Inc | 0 | $0 | 0.00% | −18,281−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −17,173−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,824−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −8,844−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −8,555−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −7,472−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −7,090−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −6,833−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −6,638−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −6,559−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −6,101−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −6,079−100.0% | Sold out |
| Fulcrum Capital LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −5,630−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −5,629−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −4,524−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −3,045−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −636−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| New Millennium Group LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| ARGI Investment Services, LLC | – | – | – | – | Not filed |
| Boenning & Scattergood, Inc. | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Kepos Capital LP | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
| Cribstone Capital Management, LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Tyler-Stone Wealth Management | – | – | – | – | Not filed |