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 |
|---|---|---|---|---|---|
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −59,008−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −57,213−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −55,200−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −53,659−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −47,174−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −35,356−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −34,845−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −34,703−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −30,036−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −25,948−100.0% | Sold out |
| Donald L. Hagan, LLC | 0 | $0 | 0.00% | −25,324−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −24,553−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −21,714−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −20,865−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −17,925−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −15,684−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −15,666−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −14,579−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −14,118−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −13,147−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −13,017−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −12,624−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −10,625−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −10,615−100.0% | Sold out |
| Wade G W & Inc | 0 | $0 | 0.00% | −10,441−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −10,290−100.0% | Sold out |
| TL Private Wealth | 0 | $0 | 0.00% | −9,935−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −9,901−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −9,069−100.0% | Sold out |
| Lindenwold Advisors | 0 | $0 | 0.00% | −8,937−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −8,228−100.0% | Sold out |
| Advisor Partners II, LLC | 0 | $0 | 0.00% | −8,191−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −8,168−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −7,523−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −7,507−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −7,432−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −7,216−100.0% | Sold out |
| Bell Bank | 0 | $0 | 0.00% | −7,117−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −7,044−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −6,981−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −6,787−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −6,746−100.0% | Sold out |
| Garrison Point Advisors, LLC | 0 | $0 | 0.00% | −6,680−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −6,599−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −6,463−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −6,330−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −6,310−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −6,247−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −6,177−100.0% | Sold out |
| BancorpSouth Bank | 0 | $0 | 0.00% | −6,177−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −6,128−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −6,010−100.0% | Sold out |
| Boston Family Office LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Godshalk Welsh Capital Management, Inc. | 0 | $0 | 0.00% | −5,925−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −5,753−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −5,766−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −3,917−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −3,497−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Duncker Streett & Co Inc | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −992−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| JJJ Advisors Inc. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |