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 |
|---|---|---|---|---|---|
| Aurora Investment Counsel | 35,356 | $1.23M | 0.80% | −189−0.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 34,846 | $1.21M | 0.14% | +34,846 | New |
| Convergence Investment Partners, LLC | 34,845 | $1.21M | 0.71% | −4,167−10.7% | Reduced |
| Fortem Financial Group, LLC | 34,703 | $1.21M | 0.79% | +3,396+10.8% | Added |
| Ashton Thomas Private Wealth, LLC | 34,017 | $1.18M | 0.10% | +3,587+11.8% | Added |
| Advisors Asset Management, Inc. | 33,934 | $1.18M | 0.02% | +3,058+9.9% | Added |
| Teachers Retirement System of the State of Kentucky | 33,619 | $1.17M | 0.01% | −76,849−69.6% | Reduced |
| GoalVest Advisory LLC | 33,448 | $1.16M | 0.68% | +3,634+12.2% | Added |
| Jacobi Capital Management LLC | 32,833 | $1.14M | 0.14% | +1,235+3.9% | Added |
| Investors Research Corp | 31,750 | $1.10M | 0.29% | −400−1.2% | Reduced |
| Cornercap Investment Counsel Inc | 31,636 | $1.10M | 0.19% | 00.0% | Unchanged |
| BCM Advisors, LLC | 32,225 | $1.09M | 0.29% | 00.0% | Unchanged |
| Mariner, LLC | 30,874 | $1.07M | 0.00% | +3,692+13.6% | Added |
| Schonfeld Strategic Advisors LLC | 30,605 | $1.06M | 0.01% | +24,403+393.5% | Added |
| Atria Investments LLC | 30,036 | $1.04M | 0.02% | +1,676+5.9% | Added |
| Hussman Strategic Advisors, Inc. | 30,000 | $1.04M | 0.16% | 00.0% | Unchanged |
| Centiva Capital, LP | 29,983 | $1.04M | 0.06% | +13,095+77.5% | Added |
| State of Alaska, Department of Revenue | 28,852 | $1.00M | 0.01% | −454−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 28,438 | $988.5K | 0.00% | −1,817−6.0% | Reduced |
| Xponance, Inc. | 28,312 | $984.1K | 0.01% | +259+0.9% | Added |
| Bayesian Capital Management, LP | 28,306 | $983.9K | 0.12% | +22,783+412.5% | Added |
| Squarepoint Ops LLC | 28,106 | $977.0K | 0.01% | +18,974+207.8% | Added |
| Prudential PLC | 27,504 | $956.0K | 0.01% | −2,108−7.1% | Reduced |
| Gulf International Bank (UK) Ltd | 27,519 | $956.0K | 0.02% | −11,306−29.1% | Reduced |
| Coastline Trust Co | 27,361 | $951.1K | 0.14% | −210−0.8% | Reduced |
| Integrated Advisors Network LLC | 25,948 | $902.0K | 0.05% | +25,948 | New |
| Baird Financial Group, Inc. | 25,599 | $889.8K | 0.00% | −2,681−9.5% | Reduced |
| Donald L. Hagan, LLC | 25,324 | $880.3K | 0.49% | +2,305+10.0% | Added |
| Rehmann Capital Advisory Group | 24,553 | $853.5K | 0.08% | −1,616−6.2% | Reduced |
| Pathstone Family Office, LLC | 24,335 | $849.2K | 0.01% | +9,784+67.2% | Added |
| Public Sector Pension Investment Board | 23,620 | $821.0K | 0.01% | +6,632+39.0% | Added |
| Kendall Capital Management | 23,388 | $813.0K | 0.39% | −2,520−9.7% | Reduced |
| Jane Street Group, LLC | 23,360 | $812.0K | 0.00% | +13,640+140.3% | Added |
| Teacher Retirement System of Texas | 23,323 | $811.0K | 0.01% | +202+0.9% | Added |
| Public Employees Retirement Association of Colorado | 23,253 | $808.0K | 0.00% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 23,106 | $803.2K | 0.01% | −767−3.2% | Reduced |
| First Heartland Consultants, Inc. | 22,806 | $792.7K | 0.12% | +1,621+7.7% | Added |
| Naples Global Advisors, LLC | 22,560 | $791.6K | 0.10% | +1,260+5.9% | Added |
| Twinbeech Capital LP | 22,482 | $781.5K | 0.02% | +22,482 | New |
| Ostrum Asset Management | 22,475 | $781.2K | 0.07% | +22,475 | New |
| Investment Management Corp of Ontario | 21,744 | $755.8K | 0.03% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 21,714 | $754.8K | 0.35% | +4,356+25.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 21,258 | $738.9K | 0.00% | +12,755+150.0% | Added |
| Argyle Capital Management Inc. | 21,112 | $733.9K | 0.26% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 20,905 | $727.0K | 0.00% | +812+4.0% | Added |
| SG Americas Securities, LLC | 20,865 | $725.0K | 0.01% | −32,342−60.8% | Reduced |
| Mercer Global Advisors Inc | 20,774 | $722.0K | 0.00% | −6,343−23.4% | Reduced |
| Janus Henderson Group PLC | 20,188 | $701.6K | 0.00% | +15+0.1% | Added |
| Jeppson Wealth Management, LLC | 19,986 | $694.7K | 0.30% | +956+5.0% | Added |
| Crossmark Global Holdings, Inc. | 19,832 | $690.0K | 0.02% | +35+0.2% | Added |
| Gibraltar Capital Management, Inc. | 19,122 | $664.7K | 0.31% | +4,323+29.2% | Added |
| Securian Asset Management, Inc | 19,085 | $663.4K | 0.02% | −156−0.8% | Reduced |
| Cetera Advisor Networks LLC | 18,556 | $645.0K | 0.00% | +16+0.1% | Added |
| British Columbia Investment Management Corp | 18,488 | $642.6K | 0.01% | −34−0.2% | Reduced |
| Wealthspire Advisors, LLC | 18,303 | $636.2K | 0.01% | −303−1.6% | Reduced |
| Private Advisor Group, LLC | 18,154 | $631.0K | 0.01% | +7,078+63.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 17,925 | $623.1K | 0.03% | +17,925 | New |
| Carnegie Capital Asset Management, LLC | 17,794 | $618.5K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 17,021 | $591.6K | 0.00% | −38,811−69.5% | Reduced |
| KBC Group NV | 16,917 | $588.0K | 0.00% | +1,976+13.2% | Added |
| Elo Mutual Pension Insurance Co | 16,820 | $585.0K | 0.02% | +931+5.9% | Added |
| Tudor Investment Corp Et Al | 16,369 | $569.0K | 0.01% | +16,369 | New |
| Wright Investors Service Inc | 16,293 | $566.3K | 0.16% | +16,293 | New |
| Exchange Traded Concepts, LLC | 16,218 | $563.7K | 0.02% | +1,381+9.3% | Added |
| Metis Global Partners, LLC | 16,189 | $562.7K | 0.04% | +2,539+18.6% | 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 |
| Creative Planning | 15,803 | $549.3K | 0.00% | +307+2.0% | Added |
| TD Asset Management Inc | 15,710 | $546.1K | 0.00% | −100−0.6% | Reduced |
| Abundance Wealth Counselors | 15,684 | $545.0K | 0.14% | +2,182+16.2% | Added |
| Qube Research & Technologies Ltd | 15,671 | $544.7K | 0.00% | +15,671 | New |
| Mirabella Financial Services LLP | 15,666 | $544.5K | 0.12% | +15,666 | New |
| Burns Matteson Capital Management, LLC | 15,250 | $530.1K | 0.34% | +15,250 | New |
| PEAK6 Investments LLC | 14,991 | $521.1K | 0.03% | +1,312+9.6% | Added |
| Archer Investment Corp | 14,374 | $520.9K | 0.19% | +2,374+19.8% | Added |
| Greenleaf Trust | 14,579 | $506.8K | 0.01% | −108−0.7% | Reduced |
| Mutual Advisors, LLC | 14,572 | $506.5K | 0.02% | −290−2.0% | Reduced |
| CIBC Asset Management Inc | 14,139 | $491.5K | 0.00% | +482+3.5% | Added |
| Martingale Asset Management L P | 14,118 | $490.7K | 0.01% | −7,688−35.3% | Reduced |
| DuPont Capital Management Corp | 14,084 | $489.6K | 0.02% | +14,084 | New |
| CSS LLC | 14,000 | $486.6K | 0.04% | +4,000+40.0% | Added |
| Schechter Investment Advisors, LLC | 13,717 | $476.8K | 0.04% | −101−0.7% | Reduced |
| Nordea Investment Management AB | 13,980 | $476.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 13,621 | $473.5K | 0.00% | +7,711+130.5% | Added |
| Williams Jones Wealth Management, LLC. | 13,518 | $469.9K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 13,377 | $465.4K | 0.03% | +3,598+36.8% | Added |
| Navellier & Associates Inc | 13,147 | $457.0K | 0.10% | +389+3.0% | Added |
| CI Private Wealth, LLC | 13,017 | $452.5K | 0.00% | +7,146+121.7% | Added |
| United Services Automobile Association | 13,015 | $452.4K | 0.01% | −10,080−43.6% | Reduced |
| JustInvest LLC | 12,875 | $447.5K | 0.02% | +2,525+24.4% | Added |
| Intech Investment Management LLC | 12,860 | $447.0K | 0.00% | −353−2.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,845 | $446.5K | 0.00% | +12,845 | New |
| Krane Funds Advisors LLC | 12,624 | $446.0K | 0.02% | +12,624 | New |
| U.S. Capital Wealth Advisors, LLC | 12,800 | $444.9K | 0.02% | −2,000−13.5% | Reduced |
| D.A. Davidson & Co. | 12,579 | $436.5K | 0.00% | +12,579 | New |
| MML Investors Services, LLC | 12,538 | $436.0K | 0.00% | −515−3.9% | Reduced |
| Daiwa Securities Group Inc. | 12,407 | $431.0K | 0.00% | +500+4.2% | Added |
| Wetherby Asset Management Inc | 12,397 | $430.9K | 0.03% | −1,292−9.4% | Reduced |
| US Bancorp | 12,300 | $427.5K | 0.00% | −4,645−27.4% | Reduced |
| Veritable, L.P. | 12,263 | $426.3K | 0.01% | +59+0.5% | Added |