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, Q3 2023
Institutional positions in Ugi Corp as of Sep 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
- 444
- −36 vs. Q2 2023
- Shares held
- 171.6M
- −626.0K (−0.4%) vs. Q2 2023
- Total value
- $3.95B
- −$707.2M (−15.2%) vs. Q2 2023
- New holders
- 60
- 151 more added
- Sold out
- 96
- 157 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 43 | $0 | 0.00% | +25+138.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7 | $0 | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4 | $148 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 9 | $207 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $230 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 14 | $328 | 0.00% | −53−79.1% | Reduced |
| Hexagon Capital Partners LLC | 18 | $414 | 0.00% | −352−95.1% | Reduced |
| SJS Investment Consulting Inc. | 23 | $529 | 0.00% | −3−11.5% | Reduced |
| AdvisorNet Financial, Inc | 29 | $667 | 0.00% | −2−6.5% | Reduced |
| Team Financial Group, LLC | 38 | $878 | 0.00% | +38 | New |
| Assetmark, Inc | 39 | $897 | 0.00% | −216−84.7% | Reduced |
| Tyler-Stone Wealth Management | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 68 | $1.00K | 0.00% | +68 | New |
| Raffa Wealth Management, LLC | 48 | $1.10K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 63 | $1.46K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 80 | $1.84K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 84 | $1.93K | 0.00% | +84 | New |
| Farmers & Merchants Investments Inc | 85 | $1.96K | 0.00% | −10−10.5% | Reduced |
| Baker Avenue Asset Management, LP | 96 | $2.21K | 0.00% | +71+284.0% | Added |
| McIlrath & Eck, LLC | 100 | $2.30K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $2.30K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $2.30K | 0.00% | +100 | New |
| First Manhattan Co | 104 | $2.39K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 108 | $2.48K | 0.00% | +108 | New |
| Authentikos Wealth Advisory, LLC | 128 | $2.94K | 0.00% | +128 | New |
| Versant Capital Management, Inc | 144 | $3.31K | 0.00% | +41+39.8% | Added |
| Rosenberg Matthew Hamilton | 147 | $3.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 147 | $3.38K | 0.00% | +147 | New |
| GWM Advisors LLC | 149 | $3.43K | 0.00% | −97−39.4% | Reduced |
| Earnest Partners LLC | 153 | $3.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 174 | $4.00K | 0.00% | +14+8.8% | Added |
| Glassman Wealth Services | 186 | $4.28K | 0.00% | +144+342.9% | Added |
| South State Corp. | 209 | $4.81K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 210 | $4.83K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 212 | $4.88K | 0.00% | +115+118.6% | Added |
| Glass Jacobson Investment Advisors llc | 214 | $4.92K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 215 | $5.03K | 0.00% | −36−14.3% | Reduced |
| Blume Capital Management, Inc. | 223 | $5.13K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 242 | $5.66K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 255 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 242 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 264 | $6.07K | 0.00% | +174+193.3% | Added |
| Parkside Financial Bank & Trust | 287 | $6.60K | 0.00% | +133+86.4% | Added |
| Milestone Investment Advisors LLC | 300 | $6.90K | 0.00% | +300 | New |
| GHP Investment Advisors, Inc. | 327 | $6.99K | 0.00% | +327 | New |
| Lee Financial Co | 302 | $7.06K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 307 | $7.06K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 318 | $7.31K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 332 | $7.70K | 0.00% | +332 | New |
| Bessemer Group Inc | 349 | $8.00K | 0.00% | −1,143−76.6% | Reduced |
| Private Trust Co NA | 348 | $8.00K | 0.00% | −302−46.5% | Reduced |
| Umb Bank N A | 358 | $8.23K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 378 | $8.70K | 0.00% | +230+155.4% | Added |
| FNY Investment Advisers, LLC | 400 | $9.00K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 400 | $9.20K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 450 | $10.0K | 0.00% | +244+118.4% | Added |
| Farther Finance Advisors, LLC | 471 | $10.8K | 0.00% | −5−1.1% | Reduced |
| North Star Investment Management Corp. | 476 | $10.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $13.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 608 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $14.1K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $14.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 638 | $14.7K | 0.00% | −355−35.8% | Reduced |
| United Community Bank | 650 | $14.9K | 0.01% | +185+39.8% | Added |
| Asset Dedication, LLC | 642 | $15.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 700 | $16.1K | 0.00% | +100+16.7% | Added |
| Stone House Investment Management, LLC | 708 | $16.3K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $16.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 735 | $16.9K | 0.00% | −1,944−72.6% | Reduced |
| Caldwell Trust Co | 741 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 750 | $17.3K | 0.00% | +259+52.7% | Added |
| National Bank of Canada | 900 | $19.8K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 888 | $20.4K | 0.01% | +888 | New |
| Salem Investment Counselors Inc | 901 | $21.1K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 950 | $21.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 956 | $22.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 975 | $22.4K | 0.02% | +975 | New |
| Spire Wealth Management | 1,000 | $23.0K | 0.00% | −760−43.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,014 | $23.3K | 0.00% | −382−27.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $24.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,274 | $29.3K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,443 | $33.0K | 0.00% | −35−2.4% | Reduced |
| McClarren Financial Advisors, Inc. | 1,646 | $37.0K | 0.03% | +22+1.4% | Added |
| Geneos Wealth Management Inc. | 1,637 | $37.7K | 0.00% | +148+9.9% | Added |
| Newbridge Financial Services Group, Inc. | 1,642 | $37.8K | 0.02% | +8+0.5% | Added |
| Ronald Blue Trust, Inc. | 1,549 | $42.0K | 0.00% | −110−6.6% | Reduced |
| Allworth Financial LP | 1,930 | $44.4K | 0.00% | +476+32.7% | Added |
| Norwood Financial Corp | 2,065 | $47.5K | 0.08% | 00.0% | Unchanged |
| Proequities, Inc. | 2,034 | $47.5K | 0.00% | +428+26.7% | Added |
| Fifth Third Bancorp | 2,075 | $47.7K | 0.00% | +999+92.8% | Added |
| MCF Advisors LLC | 2,250 | $51.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,250 | $51.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,524 | $58.1K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 2,551 | $59.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,603 | $59.9K | 0.01% | +2,419+1,314.7% | Added |
| IFP Advisors, Inc | 2,663 | $61.2K | 0.00% | −613−18.7% | Reduced |