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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 2,345 | $87.0K | 0.00% | −154−6.2% | Reduced |
| Assetmark, Inc | 2,467 | $85.8K | 0.00% | −175−6.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,395 | $83.0K | 0.07% | +8+0.3% | Added |
| Ameritas Advisory Services, LLC | 2,354 | $81.7K | 0.00% | +2,354 | New |
| Beaird Harris Wealth Management, LLC | 2,250 | $78.2K | 0.01% | −57−2.5% | Reduced |
| MCF Advisors LLC | 2,250 | $78.2K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,238 | $77.8K | 0.01% | +9+0.4% | Added |
| EverSource Wealth Advisors, LLC | 2,237 | $77.8K | 0.01% | −400−15.2% | Reduced |
| PFG Private Wealth Management, LLC | 2,178 | $75.7K | 0.05% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,100 | $73.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 2,065 | $71.7K | 0.11% | +1,790+650.9% | Added |
| Rosenberg Matthew Hamilton | 2,003 | $69.6K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,956 | $68.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,975 | $67.0K | 0.00% | −1,720−46.5% | Reduced |
| Parallel Advisors, LLC | 1,884 | $65.5K | 0.00% | −1,197−38.9% | Reduced |
| National Bank of Canada | 1,660 | $57.7K | 0.00% | −148,309−98.9% | Reduced |
| Massmutual Trust Co FSB | 1,638 | $56.9K | 0.00% | +10+0.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,628 | $56.6K | 0.03% | −351−17.7% | Reduced |
| McClarren Financial Advisors, Inc. | 1,607 | $55.0K | 0.05% | +16+1.0% | Added |
| Duncker Streett & Co Inc | 1,500 | $52.1K | 0.01% | −1,000−40.0% | Reduced |
| Allworth Financial LP | 1,470 | $51.1K | 0.00% | +17+1.2% | Added |
| Hantz Financial Services, Inc. | 1,481 | $51.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,428 | $50.0K | 0.00% | +674+89.4% | Added |
| Proequities, Inc. | 1,391 | $48.9K | 0.00% | −97−6.5% | Reduced |
| Concord Wealth Partners | 1,274 | $44.3K | 0.01% | −24−1.8% | Reduced |
| Quadrant Capital Group LLC | 1,269 | $44.2K | 0.00% | −609−32.4% | Reduced |
| Group One Trading, L.P. | 1,200 | $41.7K | 0.00% | +1,200 | New |
| Valley National Advisers Inc | 1,199 | $41.0K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,165 | $40.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,150 | $40.0K | 0.00% | −382−24.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $38.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,072 | $37.3K | 0.00% | −428−28.5% | Reduced |
| Machina Capital S.A.S. | 992 | $34.5K | 0.03% | +992 | New |
| Estabrook Capital Management | 950 | $33.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 872 | $30.3K | 0.00% | +375+75.5% | Added |
| ICA Group Wealth Management, LLC | 786 | $27.3K | 0.01% | +1+0.1% | Added |
| BerganKDV Wealth Management, LLC | 742 | $25.8K | 0.00% | +486+189.8% | Added |
| Caldwell Trust Co | 741 | $25.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $25.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 711 | $24.7K | 0.00% | −19−2.6% | Reduced |
| Stone House Investment Management, LLC | 708 | $24.6K | 0.01% | +708 | New |
| Loomis Sayles & Co L P | 698 | $24.0K | 0.00% | +698 | New |
| Stonebridge Capital Advisors LLC | 690 | $24.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 672 | $23.4K | 0.00% | −18−2.6% | Reduced |
| Huntington National Bank | 638 | $22.2K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 634 | $22.0K | 0.01% | −449−41.5% | Reduced |
| Asset Dedication, LLC | 642 | $22.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $21.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $21.3K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 608 | $21.1K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 600 | $20.9K | 0.00% | −100−14.3% | Reduced |
| Whittier Trust Co | 600 | $20.9K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 509 | $17.7K | 0.02% | 00.0% | Unchanged |
| Denali Advisors LLC | 500 | $17.4K | 0.01% | −800−61.5% | Reduced |
| First Horizon Advisors, Inc. | 491 | $17.1K | 0.00% | +30+6.5% | Added |
| Farther Finance Advisors, LLC | 488 | $17.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 476 | $16.5K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 465 | $16.2K | 0.02% | 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 |
| Column Capital Advisors, LLC | 400 | $13.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 379 | $13.2K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $13.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 358 | $12.4K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 318 | $11.1K | 0.00% | −3,346−91.3% | Reduced |
| Capital Advisors, Ltd. LLC | 315 | $11.0K | 0.00% | −168−34.8% | Reduced |
| AllSquare Wealth Management LLC | 307 | $10.7K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 302 | $10.6K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 300 | $10.4K | 0.00% | +300 | New |
| Hexagon Capital Partners LLC | 281 | $9.77K | 0.00% | −61−17.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 255 | $9.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 236 | $8.20K | 0.01% | +236 | New |
| Blume Capital Management, Inc. | 223 | $7.75K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 210 | $7.30K | 0.00% | +210 | New |
| GPS Wealth Strategies Group, LLC | 210 | $7.30K | 0.00% | +210 | New |
| South State Corp. | 209 | $7.26K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 192 | $6.67K | 0.00% | −12−5.9% | Reduced |
| Bartlett & Co. LLC | 163 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 168 | $5.84K | 0.00% | +14+9.1% | Added |
| Bartlett & Co. Wealth Management LLC | 163 | $5.72K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 153 | $5.32K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 134 | $4.67K | 0.00% | +95+243.6% | Added |
| Bell Investment Advisors, Inc | 125 | $4.34K | 0.00% | −70−35.9% | Reduced |
| First Manhattan Co | 104 | $3.62K | 0.00% | −98−48.5% | Reduced |
| McIlrath & Eck, LLC | 100 | $3.48K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $3.48K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 98 | $3.39K | 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 |
| FinTrust Capital Advisors, LLC | 90 | $3.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $3.30K | 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 |
| Clearview Wealth Advisors LLC | 85 | $2.96K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 81 | $2.81K | 0.00% | +81 | New |
| Sound Income Strategies, LLC | 80 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 79 | $2.75K | 0.00% | −23,746−99.7% | Reduced |
| Compass Wealth Management LLC | 73 | $2.54K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 71 | $2.47K | 0.00% | +7+10.9% | Added |
| Quent Capital, LLC | 64 | $2.21K | 0.00% | +1+1.6% | Added |