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 |
|---|---|---|---|---|---|
| National Bank of Canada | 900 | $24.3K | 0.00% | −760−45.8% | Reduced |
| ICA Group Wealth Management, LLC | 787 | $21.2K | 0.01% | +1+0.1% | Added |
| West Tower Group, LLC | 783 | $21.1K | 0.02% | +783 | New |
| Caldwell Trust Co | 741 | $20.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $19.4K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 708 | $19.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 650 | $17.5K | 0.00% | −22−3.3% | Reduced |
| Asset Dedication, LLC | 642 | $17.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $16.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $16.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 608 | $16.4K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 600 | $16.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $16.2K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 509 | $13.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 491 | $13.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 475 | $13.0K | 0.00% | 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 |
| United Community Bank | 465 | $12.5K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 417 | $11.0K | 0.00% | +102+32.4% | Added |
| Column Capital Advisors, LLC | 400 | $10.8K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 398 | $10.7K | 0.00% | +398 | New |
| FNY Investment Advisers, LLC | 400 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 370 | $9.98K | 0.00% | +89+31.7% | Added |
| Umb Bank N A | 358 | $9.65K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 330 | $8.90K | 0.00% | +330 | New |
| AllSquare Wealth Management LLC | 307 | $8.67K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 318 | $8.58K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 302 | $8.26K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 280 | $7.55K | 0.00% | +280 | New |
| 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 |
| Assetmark, Inc | 255 | $6.88K | 0.00% | −2,212−89.7% | Reduced |
| Johnson Financial Group, Inc. | 251 | $6.86K | 0.00% | −13,126−98.1% | Reduced |
| GWM Advisors LLC | 246 | $6.63K | 0.00% | −6,626−96.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 242 | $6.62K | 0.00% | +79+48.5% | Added |
| ZRC Wealth Management, LLC | 236 | $6.37K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 223 | $6.01K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 206 | $6.00K | 0.00% | −492−70.5% | Reduced |
| BerganKDV Wealth Management, LLC | 219 | $5.90K | 0.00% | −523−70.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 214 | $5.77K | 0.00% | +214 | New |
| GPS Wealth Strategies Group, LLC | 210 | $5.66K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 209 | $5.64K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 184 | $4.95K | 0.00% | +120+187.5% | Added |
| Bell Investment Advisors, Inc | 160 | $4.32K | 0.00% | +35+28.0% | Added |
| Parkside Financial Bank & Trust | 154 | $4.15K | 0.00% | −14−8.3% | Reduced |
| Earnest Partners LLC | 153 | $4.13K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 148 | $4.00K | 0.00% | +14+10.4% | Added |
| Rosenberg Matthew Hamilton | 147 | $3.96K | 0.00% | −1,856−92.7% | Reduced |
| FinTrust Capital Advisors, LLC | 90 | $3.34K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 123 | $3.32K | 0.00% | +123 | New |
| First Manhattan Co | 104 | $2.80K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $2.78K | 0.00% | +103 | New |
| McIlrath & Eck, LLC | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $2.70K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 97 | $2.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $2.56K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 85 | $2.29K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 80 | $2.16K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 63 | $2.00K | 0.00% | +63 | New |
| Compass Wealth Management LLC | 73 | $1.97K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 68 | $1.83K | 0.00% | +68 | New |
| Prestige Wealth Management Group LLC | 67 | $1.83K | 0.00% | +26+63.4% | Added |
| Focused Wealth Management, Inc | 63 | $1.69K | 0.00% | +1+1.6% | Added |
| Lansing Street Advisors | 53 | $1.43K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 48 | $1.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $1.29K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 42 | $1.13K | 0.00% | −29−40.8% | Reduced |
| Lazard Asset Management LLC | 56 | $1.00K | 0.00% | −1,919−97.2% | Reduced |
| AdvisorNet Financial, Inc | 31 | $836 | 0.00% | −680−95.6% | Reduced |
| Disciplined Investments, LLC | 27 | $728 | 0.00% | −6−18.2% | Reduced |
| SJS Investment Consulting Inc. | 26 | $702 | 0.00% | +4+18.2% | Added |
| 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 |
| Zions Bancorporation, N.A. | 24 | $647 | 0.00% | −73−75.3% | Reduced |
| RFP Financial Group LLC | 9 | $243 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 27 | $230 | 0.00% | +27 | New |
| Crewe Advisors LLC | 5 | $135 | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 4 | $107 | 0.00% | +4 | New |
| Baystate Wealth Management LLC | 2 | $56 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $54 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $0 | 0.00% | +5+38.5% | Added |
| Comerica Bank | 42,991 | $0 | 0.00% | +42,991 | New |
| EMC Capital Management | 17,244 | – | – | +11,062+178.9% | Added |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −744,316−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −426,090−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −386,650−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −342,465−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −314,350−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −235,018−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −198,002−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −164,603−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −130,196−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −125,752−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −81,367−100.0% | Sold out |
| Cannell Peter B & Co Inc | 0 | $0 | 0.00% | −71,517−100.0% | Sold out |
| Arvest Trust Co N A | 0 | $0 | 0.00% | −69,951−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −67,612−100.0% | Sold out |