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 |
|---|---|---|---|---|---|
| Veritable, L.P. | 0 | $0 | 0.00% | −9,901−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −9,663−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −9,434−100.0% | Sold out |
| Hyman Charles D | 0 | $0 | 0.00% | −9,423−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −9,121−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −8,907−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,835−100.0% | Sold out |
| Jeppson Wealth Management, LLC | 0 | $0 | 0.00% | −8,825−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −8,443−100.0% | Sold out |
| Chesley Taft & Associates LLC | 0 | $0 | 0.00% | −8,280−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −8,111−100.0% | Sold out |
| Alterna Wealth Management, Inc | 0 | $0 | 0.00% | −7,578−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −4,456−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,738−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,747−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −2,332−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −2,178−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| Tilia Fiduciary Partners, Inc. | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −417−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −280−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| Lansing Street Advisors | – | – | – | – | Not filed |