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, Q2 2023
Institutional positions in Ugi Corp as of Jun 30, 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
- 486
- −37 vs. Q1 2023
- Shares held
- 172.3M
- −1.32M (−0.8%) vs. Q1 2023
- Total value
- $4.66B
- −$1.38B (−22.9%) vs. Q1 2023
- New holders
- 64
- 169 more added
- Sold out
- 101
- 166 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 18 | $0 | 0.00% | +5+38.5% | Added |
| Comerica Bank | 42,991 | $0 | 0.00% | +42,991 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $54 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4 | $107 | 0.00% | +4 | New |
| Crewe Advisors LLC | 5 | $135 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 27 | $230 | 0.00% | +27 | New |
| RFP Financial Group LLC | 9 | $243 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 24 | $647 | 0.00% | −73−75.3% | Reduced |
| Baker Avenue Asset Management, LP | 25 | $674 | 0.00% | −167−87.0% | Reduced |
| TD Private Client Wealth LLC | 25 | $674 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $702 | 0.00% | +4+18.2% | Added |
| Disciplined Investments, LLC | 27 | $728 | 0.00% | −6−18.2% | Reduced |
| AdvisorNet Financial, Inc | 31 | $836 | 0.00% | −680−95.6% | Reduced |
| Lazard Asset Management LLC | 56 | $1.00K | 0.00% | −1,919−97.2% | Reduced |
| Glassman Wealth Services | 42 | $1.13K | 0.00% | −29−40.8% | Reduced |
| Raffa Wealth Management, LLC | 48 | $1.29K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 48 | $1.31K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 53 | $1.43K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 63 | $1.69K | 0.00% | +1+1.6% | Added |
| Prestige Wealth Management Group LLC | 67 | $1.83K | 0.00% | +26+63.4% | Added |
| Fiduciary Alliance LLC | 68 | $1.83K | 0.00% | +68 | New |
| Compass Wealth Management LLC | 73 | $1.97K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 63 | $2.00K | 0.00% | +63 | New |
| Sound Income Strategies, LLC | 80 | $2.16K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 85 | $2.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $2.56K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 97 | $2.62K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $2.78K | 0.00% | +103 | New |
| First Manhattan Co | 104 | $2.80K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 123 | $3.32K | 0.00% | +123 | New |
| FinTrust Capital Advisors, LLC | 90 | $3.34K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 147 | $3.96K | 0.00% | −1,856−92.7% | Reduced |
| M&R Capital Management Inc | 148 | $4.00K | 0.00% | +14+10.4% | Added |
| Earnest Partners LLC | 153 | $4.13K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 154 | $4.15K | 0.00% | −14−8.3% | Reduced |
| Bell Investment Advisors, Inc | 160 | $4.32K | 0.00% | +35+28.0% | Added |
| Quent Capital, LLC | 184 | $4.95K | 0.00% | +120+187.5% | Added |
| South State Corp. | 209 | $5.64K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 210 | $5.66K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 214 | $5.77K | 0.00% | +214 | New |
| BerganKDV Wealth Management, LLC | 219 | $5.90K | 0.00% | −523−70.5% | Reduced |
| Loomis Sayles & Co L P | 206 | $6.00K | 0.00% | −492−70.5% | Reduced |
| Blume Capital Management, Inc. | 223 | $6.01K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 236 | $6.37K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 242 | $6.62K | 0.00% | +79+48.5% | Added |
| GWM Advisors LLC | 246 | $6.63K | 0.00% | −6,626−96.4% | Reduced |
| Johnson Financial Group, Inc. | 251 | $6.86K | 0.00% | −13,126−98.1% | Reduced |
| Assetmark, Inc | 255 | $6.88K | 0.00% | −2,212−89.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 255 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 242 | $7.00K | 0.00% | +79+48.5% | Added |
| Harbor Investment Advisory, LLC | 280 | $7.55K | 0.00% | +280 | New |
| Lee Financial Co | 302 | $8.26K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 318 | $8.58K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 307 | $8.67K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 330 | $8.90K | 0.00% | +330 | New |
| Umb Bank N A | 358 | $9.65K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 370 | $9.98K | 0.00% | +89+31.7% | Added |
| FNY Investment Advisers, LLC | 400 | $10.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 398 | $10.7K | 0.00% | +398 | New |
| Column Capital Advisors, LLC | 400 | $10.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 417 | $11.0K | 0.00% | +102+32.4% | Added |
| United Community Bank | 465 | $12.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 476 | $12.8K | 0.00% | −12−2.5% | Reduced |
| North Star Investment Management Corp. | 476 | $12.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 475 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 491 | $13.2K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 509 | $13.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $16.2K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 600 | $16.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 608 | $16.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $16.6K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $16.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 642 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $17.5K | 0.00% | −22−3.3% | Reduced |
| Stone House Investment Management, LLC | 708 | $19.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $19.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $20.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 783 | $21.1K | 0.02% | +783 | New |
| ICA Group Wealth Management, LLC | 787 | $21.2K | 0.01% | +1+0.1% | Added |
| National Bank of Canada | 900 | $24.3K | 0.00% | −760−45.8% | Reduced |
| Salem Investment Counselors Inc | 901 | $24.6K | 0.00% | +901 | New |
| Estabrook Capital Management | 950 | $25.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 956 | $26.0K | 0.00% | −243−20.3% | Reduced |
| Huntington National Bank | 993 | $26.8K | 0.00% | +355+55.6% | Added |
| Fifth Third Bancorp | 1,076 | $29.0K | 0.00% | +204+23.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $29.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,165 | $31.4K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,274 | $34.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,396 | $37.6K | 0.00% | +324+30.2% | Added |
| Allworth Financial LP | 1,454 | $39.2K | 0.00% | −16−1.1% | Reduced |
| Hantz Financial Services, Inc. | 1,478 | $40.0K | 0.00% | −3−0.2% | Reduced |
| Geneos Wealth Management Inc. | 1,489 | $40.2K | 0.00% | +339+29.5% | Added |
| UniSuper Management Pty Ltd | 1,500 | $40.5K | 0.00% | +1,500 | New |
| Parallel Advisors, LLC | 1,501 | $40.5K | 0.00% | −383−20.3% | Reduced |
| Bessemer Group Inc | 1,492 | $41.0K | 0.00% | +1,049+236.8% | Added |
| V-Square Quantitative Management LLC | 1,571 | $42.4K | 0.03% | +1,571 | New |