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 |
|---|---|---|---|---|---|
| Kendall Capital Management | 11,535 | $265.0K | 0.12% | −990−7.9% | Reduced |
| Vontobel Holding Ltd. | 11,320 | $260.4K | 0.00% | −7,211−38.9% | Reduced |
| Signaturefd, LLC | 11,232 | $258.3K | 0.01% | +7,306+186.1% | Added |
| Los Angeles Capital Management LLC | 11,164 | $256.8K | 0.00% | −259,122−95.9% | Reduced |
| Trilogy Capital Inc. | 10,673 | $245.5K | 0.02% | −940−8.1% | Reduced |
| Shelton Capital Management | 10,331 | $237.6K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,326 | $237.5K | 0.00% | −481−4.5% | Reduced |
| Bayesian Capital Management, LP | 10,319 | $237.3K | 0.03% | −1,500−12.7% | Reduced |
| Greenleaf Trust | 10,273 | $236.3K | 0.00% | +10,273 | New |
| HBK Sorce Advisory LLC | 10,179 | $234.1K | 0.01% | −255−2.4% | Reduced |
| Metis Global Partners, LLC | 10,081 | $231.9K | 0.01% | −9,523−48.6% | Reduced |
| Moody National Bank Trust Division | 9,727 | $223.7K | 0.01% | +9,727 | New |
| Haverford Trust Co | 9,674 | $222.5K | 0.00% | 00.0% | Unchanged |
| Select Asset Management & Trust | 9,400 | $216.0K | 0.13% | +9,400 | New |
| Park Avenue Securities LLC | 9,349 | $215.0K | 0.00% | +9,349 | New |
| D.A. Davidson & Co. | 9,121 | $209.8K | 0.00% | −1,570−14.7% | Reduced |
| Schechter Investment Advisors, LLC | 8,970 | $206.3K | 0.02% | −2,291−20.3% | Reduced |
| BKD Wealth Advisors, LLC | 8,714 | $200.4K | 0.01% | −4,274−32.9% | Reduced |
| Covestor Ltd | 7,706 | $178.0K | 0.13% | +4,055+111.1% | Added |
| Cullen/Frost Bankers, Inc. | 7,500 | $172.5K | 0.00% | −1,000−11.8% | Reduced |
| NBC Securities, Inc. | 7,316 | $168.0K | 0.02% | +7,316 | New |
| Ci Investments Inc. | 7,209 | $166.0K | 0.00% | +134+1.9% | Added |
| Tower Research Capital LLC (TRC) | 7,010 | $161.2K | 0.01% | −25,622−78.5% | Reduced |
| Quadrant Capital Group LLC | 6,703 | $154.2K | 0.02% | +3,063+84.1% | Added |
| Compagnie Lombard Odier SCmA | 6,473 | $148.9K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 6,182 | $142.0K | 0.10% | −11,062−64.1% | Reduced |
| JFS Wealth Advisors, LLC | 5,871 | $135.0K | 0.01% | +11+0.2% | Added |
| Costello Asset Management, INC | 5,041 | $115.9K | 0.11% | −190−3.6% | Reduced |
| Clear Street Markets LLC | 5,000 | $115.0K | 0.08% | +5,000 | New |
| State of Wyoming | 4,700 | $108.1K | 0.02% | +1,134+31.8% | Added |
| Parallel Advisors, LLC | 4,126 | $94.9K | 0.00% | +2,625+174.9% | Added |
| Counterpoint Mutual Funds LLC | 4,049 | $93.1K | 0.08% | −523−11.4% | Reduced |
| Van Eck Associates Corp | 3,882 | $89.0K | 0.00% | −247−6.0% | Reduced |
| Hartford Financial Management Inc. | 3,755 | $86.4K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,600 | $82.8K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,600 | $82.8K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,416 | $79.0K | 0.06% | +12+0.4% | Added |
| EverSource Wealth Advisors, LLC | 3,411 | $78.5K | 0.01% | +1,542+82.5% | Added |
| Massmutual Trust Co FSB | 3,267 | $75.1K | 0.00% | +1,614+97.6% | Added |
| Central Trust Co | 3,118 | $71.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,336 | $71.6K | 0.00% | −96−2.8% | Reduced |
| Lindbrook Capital, LLC | 3,091 | $71.1K | 0.01% | +316+11.4% | Added |
| Riggs Asset Managment Co. Inc. | 3,037 | $69.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,663 | $61.2K | 0.00% | −613−18.7% | Reduced |
| Quent Capital, LLC | 2,603 | $59.9K | 0.01% | +2,419+1,314.7% | Added |
| Dividend Assets Capital, LLC | 2,551 | $59.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,524 | $58.1K | 0.01% | 00.0% | Unchanged |
| 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 |
| Fifth Third Bancorp | 2,075 | $47.7K | 0.00% | +999+92.8% | Added |
| Proequities, Inc. | 2,034 | $47.5K | 0.00% | +428+26.7% | Added |
| Norwood Financial Corp | 2,065 | $47.5K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 1,930 | $44.4K | 0.00% | +476+32.7% | Added |
| Ronald Blue Trust, Inc. | 1,549 | $42.0K | 0.00% | −110−6.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,642 | $37.8K | 0.02% | +8+0.5% | Added |
| Geneos Wealth Management Inc. | 1,637 | $37.7K | 0.00% | +148+9.9% | Added |
| McClarren Financial Advisors, Inc. | 1,646 | $37.0K | 0.03% | +22+1.4% | Added |
| Hantz Financial Services, Inc. | 1,443 | $33.0K | 0.00% | −35−2.4% | Reduced |
| Concord Wealth Partners | 1,274 | $29.3K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $24.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,014 | $23.3K | 0.00% | −382−27.4% | Reduced |
| Spire Wealth Management | 1,000 | $23.0K | 0.00% | −760−43.2% | Reduced |
| Riverview Trust Co | 975 | $22.4K | 0.02% | +975 | New |
| Valley National Advisers Inc | 956 | $22.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 950 | $21.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 901 | $21.1K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 888 | $20.4K | 0.01% | +888 | New |
| National Bank of Canada | 900 | $19.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 750 | $17.3K | 0.00% | +259+52.7% | Added |
| Caldwell Trust Co | 741 | $17.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 735 | $16.9K | 0.00% | −1,944−72.6% | Reduced |
| Heritage Wealth Advisors | 720 | $16.6K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 708 | $16.3K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 700 | $16.1K | 0.00% | +100+16.7% | Added |
| Asset Dedication, LLC | 642 | $15.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 650 | $14.9K | 0.01% | +185+39.8% | Added |
| Huntington National Bank | 638 | $14.7K | 0.00% | −355−35.8% | Reduced |
| Morton Brown Family Wealth, LLC | 627 | $14.4K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 614 | $14.1K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 608 | $14.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $13.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 476 | $10.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 471 | $10.8K | 0.00% | −5−1.1% | Reduced |
| Loomis Sayles & Co L P | 450 | $10.0K | 0.00% | +244+118.4% | Added |
| Column Capital Advisors, LLC | 400 | $9.20K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $9.00K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 378 | $8.70K | 0.00% | +230+155.4% | Added |
| Umb Bank N A | 358 | $8.23K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 348 | $8.00K | 0.00% | −302−46.5% | Reduced |
| Bessemer Group Inc | 349 | $8.00K | 0.00% | −1,143−76.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 332 | $7.70K | 0.00% | +332 | New |
| Webster Bank, N. A. | 318 | $7.31K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 307 | $7.06K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 302 | $7.06K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 327 | $6.99K | 0.00% | +327 | New |
| Milestone Investment Advisors LLC | 300 | $6.90K | 0.00% | +300 | New |
| Parkside Financial Bank & Trust | 287 | $6.60K | 0.00% | +133+86.4% | Added |
| FinTrust Capital Advisors, LLC | 264 | $6.07K | 0.00% | +174+193.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 255 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 242 | $6.00K | 0.00% | 00.0% | Unchanged |