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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 12,407 | $335.0K | 0.00% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 12,074 | $325.6K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 12,000 | $323.6K | 0.02% | −2,000−14.3% | Reduced |
| Fulton Bank, N.A. | 11,936 | $321.9K | 0.02% | +619+5.5% | Added |
| Avantax Advisory Services, Inc. | 11,924 | $321.6K | 0.00% | +2,721+29.6% | Added |
| Epoch Investment Partners, Inc. | 11,893 | $320.8K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 11,883 | $320.0K | 0.03% | +11,883 | New |
| Bayesian Capital Management, LP | 11,819 | $318.8K | 0.03% | −16,487−58.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,806 | $318.0K | 0.02% | +574+5.1% | Added |
| Westpac Banking Corp | 11,678 | $315.0K | 0.02% | −230,235−95.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 11,671 | $314.8K | 0.11% | +262+2.3% | Added |
| MML Investors Services, LLC | 11,520 | $311.0K | 0.00% | −1,018−8.1% | Reduced |
| Trilogy Capital Inc. | 11,613 | $307.7K | 0.02% | +2,791+31.6% | Added |
| Vestcor Inc | 11,282 | $304.0K | 0.01% | +6,335+128.1% | Added |
| Schechter Investment Advisors, LLC | 11,261 | $303.7K | 0.03% | −2,456−17.9% | Reduced |
| KC Investment Advisors, LLC | 10,846 | $292.5K | 0.20% | +116+1.1% | Added |
| Private Advisor Group, LLC | 10,807 | $291.5K | 0.00% | −7,347−40.5% | Reduced |
| Petrus Trust Company, LTA | 10,731 | $289.4K | 0.03% | +10,731 | New |
| XTX Topco Ltd | 10,725 | $289.3K | 0.05% | +10,725 | New |
| D.A. Davidson & Co. | 10,691 | $288.4K | 0.00% | −1,888−15.0% | Reduced |
| HBK Sorce Advisory LLC | 10,434 | $281.4K | 0.01% | −693−6.2% | Reduced |
| Unigestion Holding SA | 10,427 | $280.0K | 0.02% | −1,019−8.9% | Reduced |
| Shelton Capital Management | 10,331 | $278.6K | 0.01% | −390−3.6% | Reduced |
| River Wealth Advisors LLC | 10,038 | $270.7K | 0.05% | +10,038 | New |
| Needham Investment Management LLC | 10,000 | $269.7K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 9,901 | $267.0K | 0.00% | −2,362−19.3% | Reduced |
| Haverford Trust Co | 9,674 | $260.9K | 0.00% | +38+0.4% | Added |
| Integrated Wealth Concepts LLC | 9,663 | $260.6K | 0.00% | −1,025−9.6% | Reduced |
| Laurion Capital Management LP | 9,434 | $254.4K | 0.01% | +9,434 | New |
| Hyman Charles D | 9,423 | $254.0K | 0.02% | −100−1.1% | Reduced |
| V2 Financial group LLC | 9,230 | $248.9K | 0.18% | +1,200+14.9% | Added |
| Mma Asset Management LLC | 9,121 | $246.0K | 0.14% | −1,793−16.4% | Reduced |
| CWM, LLC | 9,014 | $243.0K | 0.00% | −85,555−90.5% | Reduced |
| BDO Wealth Advisors, LLC | 8,948 | $241.3K | 0.03% | +265+3.1% | Added |
| Procyon Private Wealth Partners, LLC | 8,907 | $240.2K | 0.03% | −500−5.3% | Reduced |
| Banque Cantonale Vaudoise | 8,900 | $240.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 8,835 | $238.3K | 0.09% | +8,835 | New |
| Jeppson Wealth Management, LLC | 8,825 | $238.0K | 0.10% | −11,161−55.8% | Reduced |
| Applied Finance Capital Management, LLC | 8,687 | $234.3K | 0.03% | +8,687 | New |
| Cullen/Frost Bankers, Inc. | 8,500 | $229.2K | 0.00% | +1,000+13.3% | Added |
| Bryn Mawr Trust Co | 8,443 | $228.0K | 0.01% | +836+11.0% | Added |
| Chesley Taft & Associates LLC | 8,280 | $223.3K | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 8,111 | $218.8K | 0.00% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 7,578 | $204.4K | 0.24% | +7,578 | New |
| Connectus Wealth, LLC | 7,500 | $202.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 7,075 | $191.0K | 0.00% | +231+3.4% | Added |
| Compagnie Lombard Odier SCmA | 6,473 | $174.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,860 | $158.0K | 0.01% | −7−0.1% | Reduced |
| IFP Advisors, Inc | 3,276 | $151.3K | 0.01% | −103−3.0% | Reduced |
| Costello Asset Management, INC | 5,231 | $141.1K | 0.12% | −589−10.1% | Reduced |
| Counterpoint Mutual Funds LLC | 4,572 | $123.3K | 0.11% | +1,400+44.1% | Added |
| DuPont Capital Management Corp | 4,456 | $120.2K | 0.01% | −9,628−68.4% | Reduced |
| Van Eck Associates Corp | 4,129 | $111.0K | 0.00% | −1,354−24.7% | Reduced |
| Signaturefd, LLC | 3,926 | $105.9K | 0.00% | −320−7.5% | Reduced |
| Hartford Financial Management Inc. | 3,755 | $101.3K | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,738 | $100.8K | 0.01% | +3,738 | New |
| Quadrant Capital Group LLC | 3,640 | $98.3K | 0.01% | +2,371+186.8% | Added |
| Covestor Ltd | 3,651 | $98.0K | 0.07% | −1,166−24.2% | 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 |
| State of Wyoming | 3,566 | $96.2K | 0.03% | −4,827−57.5% | Reduced |
| Global Retirement Partners, LLC | 3,432 | $92.5K | 0.00% | +455+15.3% | Added |
| Hazlett, Burt & Watson, Inc. | 3,404 | $92.0K | 0.07% | +1,009+42.1% | Added |
| Central Trust Co | 3,118 | $84.1K | 0.00% | −200−6.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 3,037 | $81.9K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,775 | $74.8K | 0.01% | −524−15.9% | Reduced |
| Twin Tree Management, LP | 2,747 | $74.1K | 0.00% | +2,747 | New |
| Steward Partners Investment Advisory, LLC | 2,679 | $72.3K | 0.00% | −7,517−73.7% | Reduced |
| Dividend Assets Capital, LLC | 2,551 | $69.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,524 | $68.1K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,332 | $62.9K | 0.00% | +2,332 | New |
| Kistler-Tiffany Companies, LLC | 2,251 | $60.7K | 0.01% | +13+0.6% | Added |
| 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 |
| PFG Private Wealth Management, LLC | 2,178 | $58.7K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,659 | $57.0K | 0.00% | −686−29.3% | Reduced |
| Norwood Financial Corp | 2,065 | $55.7K | 0.08% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,869 | $50.4K | 0.01% | −368−16.5% | Reduced |
| Spire Wealth Management | 1,760 | $47.5K | 0.00% | −832−32.1% | Reduced |
| Massmutual Trust Co FSB | 1,653 | $44.6K | 0.00% | +15+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 1,634 | $44.1K | 0.02% | +6+0.4% | Added |
| Simplex Trading, LLC | 1,663 | $44.0K | 0.00% | +1,663 | New |
| Proequities, Inc. | 1,606 | $43.9K | 0.00% | +215+15.5% | Added |
| McClarren Financial Advisors, Inc. | 1,624 | $43.0K | 0.04% | +17+1.1% | Added |
| V-Square Quantitative Management LLC | 1,571 | $42.4K | 0.03% | +1,571 | New |
| Bessemer Group Inc | 1,492 | $41.0K | 0.00% | +1,049+236.8% | Added |
| Parallel Advisors, LLC | 1,501 | $40.5K | 0.00% | −383−20.3% | Reduced |
| UniSuper Management Pty Ltd | 1,500 | $40.5K | 0.00% | +1,500 | New |
| Geneos Wealth Management Inc. | 1,489 | $40.2K | 0.00% | +339+29.5% | Added |
| Hantz Financial Services, Inc. | 1,478 | $40.0K | 0.00% | −3−0.2% | Reduced |
| Allworth Financial LP | 1,454 | $39.2K | 0.00% | −16−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,396 | $37.6K | 0.00% | +324+30.2% | Added |
| Concord Wealth Partners | 1,274 | $34.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,165 | $31.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $29.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,076 | $29.0K | 0.00% | +204+23.4% | Added |
| Huntington National Bank | 993 | $26.8K | 0.00% | +355+55.6% | Added |
| Valley National Advisers Inc | 956 | $26.0K | 0.00% | −243−20.3% | Reduced |
| Estabrook Capital Management | 950 | $25.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 901 | $24.6K | 0.00% | +901 | New |