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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.

Q2 2023 vs. Q1 2023

How the institutions holding Ugi Corp changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of UGI: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders5252486−37
Shares173.6M6.46K172.3M−1.32M (−0.8%)
Value$6.04B$224.8K$4.66B−$1.38B (−22.9%)

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (64)

Institutions that held Ugi Corp at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to UGI in Q2 2023
InstitutionSharesValue% of portfolio
Deprince Race & Zollo Inc943,264$25.4M0.59%
Citadel Advisors LLC763,381$20.6M0.02%
Cubist Systematic Strategies, LLC519,522$14.0M0.16%
NFJ Investment Group, LLC506,784$13.7M0.36%
D. E. Shaw & Co., Inc.290,922$7.85M0.01%
Worldquant Millennium Advisors LLC227,659$6.14M0.10%
Ergoteles LLC221,561$5.98M0.29%
Connor, Clark & Lunn Investment Management Ltd.189,693$5.12M0.03%
Element Capital Management LLC182,724$4.93M0.33%
SIR Capital Management, L.P.139,600$3.77M0.41%
Point72 Middle East FZE129,998$3.51M0.19%
Aigen Investment Management, LP112,130$3.02M0.45%
Quantbot Technologies LP109,607$2.96M0.19%
Cresset Asset Management, LLC96,475$2.64M0.02%
Kennedy Capital Management, Inc.91,558$2.47M0.06%
Alaska Permanent Fund Corp79,400$2.14M0.04%
Walleye Capital LLC78,726$2.12M0.04%
Healthcare of Ontario Pension Plan Trust Fund57,881$1.56M0.01%
Jump Financial, LLC56,683$1.53M0.06%
Cipher Capital LP51,150$1.38M0.24%
Natixis46,357$1.25M0.01%
Neo Ivy Capital Management44,262$1.19M0.63%
Pacer Advisors, Inc.43,700$1.18M0.00%
Fox Run Management, L.L.C.37,251$1.00M0.28%
HRT Financial LP35,837$966.0K0.01%
Occudo Quantitative Strategies LP35,581$959.6K0.10%
USS Investment Management Ltd33,300$897.6K0.01%
Algert Global LLC28,170$759.7K0.03%
Wealth Enhancement Advisory Services, LLC28,096$757.7K0.01%
Versor Investments LP25,544$688.9K0.12%
Marshall Wace, LLP21,500$579.9K0.00%
Beacon Financial Group13,344$358.0K0.05%
Kapitalo Investimentos Ltda12,823$345.8K0.06%
Quadrature Capital Ltd12,690$342.1K0.01%
Gsa Capital Partners LLP11,883$320.0K0.03%
Petrus Trust Company, LTA10,731$289.4K0.03%
XTX Topco Ltd10,725$289.3K0.05%
River Wealth Advisors LLC10,038$270.7K0.05%
Laurion Capital Management LP9,434$254.4K0.01%
Blueshift Asset Management, LLC8,835$238.3K0.09%
Applied Finance Capital Management, LLC8,687$234.3K0.03%
Alterna Wealth Management, Inc7,578$204.4K0.24%
Walleye Trading LLC3,738$100.8K0.01%
St Germain D J Co Inc3,600$97.1K0.01%
Missouri Trust & Investment Co3,600$97.1K0.05%
Twin Tree Management, LP2,747$74.1K0.00%
Itau Unibanco Holding S.A.2,332$62.9K0.00%
Simplex Trading, LLC1,663$44.0K0.00%
V-Square Quantitative Management LLC1,571$42.4K0.03%
UniSuper Management Pty Ltd1,500$40.5K0.00%
Salem Investment Counselors Inc901$24.6K0.00%
West Tower Group, LLC783$21.1K0.02%
VisionPoint Advisory Group, LLC398$10.7K0.00%
First Capital Advisors Group, LLC.330$8.90K0.00%
Harbor Investment Advisory, LLC280$7.55K0.00%
Glass Jacobson Investment Advisors llc214$5.77K0.00%
Quarry LP123$3.32K0.00%
Versant Capital Management, Inc103$2.78K0.00%
Tyler-Stone Wealth Management63$2.00K0.00%
Fiduciary Alliance LLC68$1.83K0.00%
Sofos Investments, Inc.27$2300.00%
Crewe Advisors LLC5$1350.00%
Coppell Advisory Solutions LLC4$1070.00%
Comerica Bank42,991$00.00%

Sold out (101)

Institutions that held Ugi Corp at the end of Q1 2023 and filed for Q2 2023 without it.

Showing the largest 100 of 101 by value.

Institutions that sold out of UGI in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Wellington Management Group LLP744,316$25.9M
Caisse de Depot Et Placement du Quebec426,090$14.8M
AustralianSuper Pty Ltd386,650$13.4M
Skandinaviska Enskilda Banken AB (publ)342,465$11.9M
Voloridge Investment Management, LLC314,350$10.9M
Longbow Finance SA235,018$8.17M
APG Asset Management N.V.198,002$6.33M
Virginia Retirement Systems Et Al164,603$5.72M
First Republic Investment Management, Inc.130,196$4.53M
Miller Howard Investments Inc125,752$4.37M
Duality Advisers, LP81,367$2.83M
Cannell Peter B & Co Inc71,517$2.49M
Arvest Trust Co N A69,951$2.43M
STRS Ohio67,612$2.35M
RBA Wealth Management, LLC59,008$2.05M
Monument Capital Management57,213$1.99M
Forsta Ap-Fonden55,200$1.92M
B.O.S.S. Retirement Advisors, LLC53,659$1.87M
Ontario Teachers Pension Plan Board47,174$1.64M
Aurora Investment Counsel35,356$1.23M
Convergence Investment Partners, LLC34,845$1.21M
Fortem Financial Group, LLC34,703$1.21M
Atria Investments LLC30,036$1.04M
Integrated Advisors Network LLC25,948$902.0K
Donald L. Hagan, LLC25,324$880.3K
Rehmann Capital Advisory Group24,553$853.5K
RIA Advisory Group LLC21,714$754.8K
SG Americas Securities, LLC20,865$725.0K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH17,925$623.1K
Abundance Wealth Counselors15,684$545.0K
Mirabella Financial Services LLP15,666$544.5K
Greenleaf Trust14,579$506.8K
Martingale Asset Management L P14,118$490.7K
Navellier & Associates Inc13,147$457.0K
CI Private Wealth, LLC13,017$452.5K
Krane Funds Advisors LLC12,624$446.0K
U.S. Capital Wealth Advisors, LLC12,800$444.9K
Neuberger Berman Group LLC10,625$369.3K
Nations Financial Group Inc,10,615$369.0K
Wade G W & Inc10,441$363.0K
Belpointe Asset Management LLC10,290$357.7K
TL Private Wealth9,935$345.3K
Centennial Wealth Advisory LLC9,901$344.1K
Magnetar Financial LLC9,069$315.2K
Lindenwold Advisors8,937$310.6K
Grandview Asset Management LLC8,228$286.0K
Advisor Partners II, LLC8,191$284.7K
Vident Investment Advisory, LLC8,168$283.9K
Profund Advisors LLC7,523$261.5K
Sigma Planning Corp7,507$261.0K
Balentine LLC7,432$258.3K
Wesbanco Bank Inc7,216$251.0K
Bell Bank7,117$247.4K
DFPG Investments, LLC7,044$244.8K
Moody National Bank Trust Division6,981$242.7K
Moors & Cabot, Inc.6,787$235.9K
Blair William & Co6,746$234.5K
Garrison Point Advisors, LLC6,680$232.2K
Brown Advisory Inc6,599$229.4K
Calton & Associates, Inc.6,463$224.7K
Caxton Associates LP6,330$220.0K
Davenport & Co LLC6,310$219.3K
Wiley Bros.-Aintree Capital, LLC6,300$219.0K
Quantinno Capital Management LP6,247$217.0K
Lombard Odier Asset Management (Switzerland) SA6,177$214.7K
BancorpSouth Bank6,177$214.7K
Stephens Inc6,128$213.0K
Beirne Wealth Consulting Services, LLC6,000$210.7K
Meiji Yasuda Asset Management Co Ltd.6,010$209.0K
Boston Family Office LLC6,000$208.0K
Godshalk Welsh Capital Management, Inc.5,925$206.0K
Hunter Associates Investment Management LLC5,753$202.0K
O'Shaughnessy Asset Management, LLC5,766$200.4K
Mendota Financial Group, LLC3,917$141.9K
Industrial Alliance Investment Management Inc.3,497$122.0K
AIA Group Ltd2,918$101.4K
Ameritas Advisory Services, LLC2,354$81.7K
Brown Brothers Harriman & Co2,100$73.0K
Duncker Streett & Co Inc1,500$52.1K
Group One Trading, L.P.1,200$41.7K
Machina Capital S.A.S.992$34.5K
Stonebridge Capital Advisors LLC690$24.0K
Key Financial Inc634$22.0K
Denali Advisors LLC500$17.4K
Riverview Trust Co379$13.2K
Milestone Investment Advisors LLC300$10.4K
Arlington Partners LLC210$7.30K
JJJ Advisors Inc.98$3.39K
Copeland Capital Management, LLC81$3.00K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC81$2.81K
Bokf, NA79$2.75K
TCI Wealth Advisors, Inc.56$1.95K
Kalos Management, Inc.55$1.91K
Pinnacle Bancorp, Inc.41$1.43K
Schubert & Co40$1.39K
CVA Family Office, LLC35$1.22K
Financial Management Professionals, Inc.15$1.00K
Sugarloaf Wealth Management, LLC26$904
JNBA Financial Advisors11$383
Savior LLC10$348

Not filed for Q2 2023 yet (2)

Institutions that held Ugi Corp at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Kula Investments, LLC6,381$221.8K
Householder Group Estate & Retirement Specialist, LLC84$3.00K