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 |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 1,624 | $43.0K | 0.04% | +17+1.1% | Added |
| Proequities, Inc. | 1,606 | $43.9K | 0.00% | +215+15.5% | Added |
| Simplex Trading, LLC | 1,663 | $44.0K | 0.00% | +1,663 | New |
| Newbridge Financial Services Group, Inc. | 1,634 | $44.1K | 0.02% | +6+0.4% | Added |
| Massmutual Trust Co FSB | 1,653 | $44.6K | 0.00% | +15+0.9% | Added |
| Spire Wealth Management | 1,760 | $47.5K | 0.00% | −832−32.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,869 | $50.4K | 0.01% | −368−16.5% | Reduced |
| Norwood Financial Corp | 2,065 | $55.7K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,659 | $57.0K | 0.00% | −686−29.3% | Reduced |
| PFG Private Wealth Management, LLC | 2,178 | $58.7K | 0.03% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,250 | $60.7K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,250 | $60.7K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,251 | $60.7K | 0.01% | +13+0.6% | Added |
| Itau Unibanco Holding S.A. | 2,332 | $62.9K | 0.00% | +2,332 | New |
| Tompkins Financial Corp | 2,524 | $68.1K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,551 | $69.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2,679 | $72.3K | 0.00% | −7,517−73.7% | Reduced |
| Twin Tree Management, LP | 2,747 | $74.1K | 0.00% | +2,747 | New |
| Lindbrook Capital, LLC | 2,775 | $74.8K | 0.01% | −524−15.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,037 | $81.9K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 3,118 | $84.1K | 0.00% | −200−6.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,404 | $92.0K | 0.07% | +1,009+42.1% | Added |
| Global Retirement Partners, LLC | 3,432 | $92.5K | 0.00% | +455+15.3% | Added |
| State of Wyoming | 3,566 | $96.2K | 0.03% | −4,827−57.5% | Reduced |
| St Germain D J Co Inc | 3,600 | $97.1K | 0.01% | +3,600 | New |
| Missouri Trust & Investment Co | 3,600 | $97.1K | 0.05% | +3,600 | New |
| Covestor Ltd | 3,651 | $98.0K | 0.07% | −1,166−24.2% | Reduced |
| Quadrant Capital Group LLC | 3,640 | $98.3K | 0.01% | +2,371+186.8% | Added |
| Walleye Trading LLC | 3,738 | $100.8K | 0.01% | +3,738 | New |
| Hartford Financial Management Inc. | 3,755 | $101.3K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,926 | $105.9K | 0.00% | −320−7.5% | Reduced |
| Van Eck Associates Corp | 4,129 | $111.0K | 0.00% | −1,354−24.7% | Reduced |
| DuPont Capital Management Corp | 4,456 | $120.2K | 0.01% | −9,628−68.4% | Reduced |
| Counterpoint Mutual Funds LLC | 4,572 | $123.3K | 0.11% | +1,400+44.1% | Added |
| Costello Asset Management, INC | 5,231 | $141.1K | 0.12% | −589−10.1% | Reduced |
| IFP Advisors, Inc | 3,276 | $151.3K | 0.01% | −103−3.0% | Reduced |
| JFS Wealth Advisors, LLC | 5,860 | $158.0K | 0.01% | −7−0.1% | Reduced |
| Compagnie Lombard Odier SCmA | 6,473 | $174.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 7,075 | $191.0K | 0.00% | +231+3.4% | Added |
| Connectus Wealth, LLC | 7,500 | $202.3K | 0.00% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 7,578 | $204.4K | 0.24% | +7,578 | New |
| B. Metzler seel. Sohn & Co. AG | 8,111 | $218.8K | 0.00% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 8,280 | $223.3K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 8,443 | $228.0K | 0.01% | +836+11.0% | Added |
| Cullen/Frost Bankers, Inc. | 8,500 | $229.2K | 0.00% | +1,000+13.3% | Added |
| Applied Finance Capital Management, LLC | 8,687 | $234.3K | 0.03% | +8,687 | New |
| Jeppson Wealth Management, LLC | 8,825 | $238.0K | 0.10% | −11,161−55.8% | Reduced |
| Blueshift Asset Management, LLC | 8,835 | $238.3K | 0.09% | +8,835 | New |
| Banque Cantonale Vaudoise | 8,900 | $240.0K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 8,907 | $240.2K | 0.03% | −500−5.3% | Reduced |
| BDO Wealth Advisors, LLC | 8,948 | $241.3K | 0.03% | +265+3.1% | Added |
| CWM, LLC | 9,014 | $243.0K | 0.00% | −85,555−90.5% | Reduced |
| Mma Asset Management LLC | 9,121 | $246.0K | 0.14% | −1,793−16.4% | Reduced |
| V2 Financial group LLC | 9,230 | $248.9K | 0.18% | +1,200+14.9% | Added |
| Hyman Charles D | 9,423 | $254.0K | 0.02% | −100−1.1% | Reduced |
| Laurion Capital Management LP | 9,434 | $254.4K | 0.01% | +9,434 | New |
| Integrated Wealth Concepts LLC | 9,663 | $260.6K | 0.00% | −1,025−9.6% | Reduced |
| Haverford Trust Co | 9,674 | $260.9K | 0.00% | +38+0.4% | Added |
| Veritable, L.P. | 9,901 | $267.0K | 0.00% | −2,362−19.3% | Reduced |
| Needham Investment Management LLC | 10,000 | $269.7K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 10,038 | $270.7K | 0.05% | +10,038 | New |
| Shelton Capital Management | 10,331 | $278.6K | 0.01% | −390−3.6% | Reduced |
| Unigestion Holding SA | 10,427 | $280.0K | 0.02% | −1,019−8.9% | Reduced |
| HBK Sorce Advisory LLC | 10,434 | $281.4K | 0.01% | −693−6.2% | Reduced |
| D.A. Davidson & Co. | 10,691 | $288.4K | 0.00% | −1,888−15.0% | Reduced |
| XTX Topco Ltd | 10,725 | $289.3K | 0.05% | +10,725 | New |
| Petrus Trust Company, LTA | 10,731 | $289.4K | 0.03% | +10,731 | New |
| Private Advisor Group, LLC | 10,807 | $291.5K | 0.00% | −7,347−40.5% | Reduced |
| KC Investment Advisors, LLC | 10,846 | $292.5K | 0.20% | +116+1.1% | Added |
| Schechter Investment Advisors, LLC | 11,261 | $303.7K | 0.03% | −2,456−17.9% | Reduced |
| Vestcor Inc | 11,282 | $304.0K | 0.01% | +6,335+128.1% | Added |
| Trilogy Capital Inc. | 11,613 | $307.7K | 0.02% | +2,791+31.6% | Added |
| MML Investors Services, LLC | 11,520 | $311.0K | 0.00% | −1,018−8.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,671 | $314.8K | 0.11% | +262+2.3% | Added |
| Westpac Banking Corp | 11,678 | $315.0K | 0.02% | −230,235−95.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,806 | $318.0K | 0.02% | +574+5.1% | Added |
| Bayesian Capital Management, LP | 11,819 | $318.8K | 0.03% | −16,487−58.2% | Reduced |
| Gsa Capital Partners LLP | 11,883 | $320.0K | 0.03% | +11,883 | New |
| Epoch Investment Partners, Inc. | 11,893 | $320.8K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,924 | $321.6K | 0.00% | +2,721+29.6% | Added |
| Fulton Bank, N.A. | 11,936 | $321.9K | 0.02% | +619+5.5% | Added |
| CSS LLC | 12,000 | $323.6K | 0.02% | −2,000−14.3% | Reduced |
| La Banque Postale Asset Management SA | 12,074 | $325.6K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 12,407 | $335.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,522 | $337.7K | 0.01% | +2,085+20.0% | Added |
| Kendall Capital Management | 12,525 | $338.0K | 0.15% | −10,863−46.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,527 | $338.0K | 0.01% | +11,099+777.2% | Added |
| Axq Capital, LP | 12,600 | $339.8K | 0.42% | +4,627+58.0% | Added |
| CIBC Asset Management Inc | 12,645 | $341.0K | 0.00% | −1,494−10.6% | Reduced |
| Quadrature Capital Ltd | 12,690 | $342.1K | 0.01% | +12,690 | New |
| Kapitalo Investimentos Ltda | 12,823 | $345.8K | 0.06% | +12,823 | New |
| Centiva Capital, LP | 12,902 | $348.0K | 0.02% | −17,081−57.0% | Reduced |
| BKD Wealth Advisors, LLC | 12,988 | $350.3K | 0.01% | +5,249+67.8% | Added |
| Beacon Financial Group | 13,344 | $358.0K | 0.05% | +13,344 | New |
| US Bancorp | 13,516 | $364.5K | 0.00% | +1,216+9.9% | Added |
| Williams Jones Wealth Management, LLC. | 13,518 | $364.6K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 13,538 | $365.1K | 0.01% | +523+4.0% | Added |
| Nordea Investment Management AB | 13,980 | $376.5K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 14,008 | $377.8K | 0.02% | +1,611+13.0% | Added |
| Teza Capital Management LLC | 14,194 | $382.8K | 0.06% | +6,205+77.7% | Added |