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 |
|---|---|---|---|---|---|
| Bartlett & Co. Wealth Management LLC | 242 | $5.66K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 223 | $5.13K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 215 | $5.03K | 0.00% | −36−14.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 214 | $4.92K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 212 | $4.88K | 0.00% | +115+118.6% | Added |
| GPS Wealth Strategies Group, LLC | 210 | $4.83K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 209 | $4.81K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 186 | $4.28K | 0.00% | +144+342.9% | Added |
| Bell Investment Advisors, Inc | 174 | $4.00K | 0.00% | +14+8.8% | Added |
| Earnest Partners LLC | 153 | $3.52K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 149 | $3.43K | 0.00% | −97−39.4% | Reduced |
| Rosenberg Matthew Hamilton | 147 | $3.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 147 | $3.38K | 0.00% | +147 | New |
| Versant Capital Management, Inc | 144 | $3.31K | 0.00% | +41+39.8% | Added |
| Authentikos Wealth Advisory, LLC | 128 | $2.94K | 0.00% | +128 | New |
| Red Tortoise LLC | 108 | $2.48K | 0.00% | +108 | New |
| First Manhattan Co | 104 | $2.39K | 0.00% | 00.0% | Unchanged |
| 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 |
| Baker Avenue Asset Management, LP | 96 | $2.21K | 0.00% | +71+284.0% | Added |
| Farmers & Merchants Investments Inc | 85 | $1.96K | 0.00% | −10−10.5% | Reduced |
| Sutton Wealth Advisors Inc. | 84 | $1.93K | 0.00% | +84 | New |
| Sound Income Strategies, LLC | 80 | $1.84K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 63 | $1.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $1.10K | 0.00% | 00.0% | Unchanged |
| 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 |
| Assetmark, Inc | 39 | $897 | 0.00% | −216−84.7% | Reduced |
| Team Financial Group, LLC | 38 | $878 | 0.00% | +38 | New |
| AdvisorNet Financial, Inc | 29 | $667 | 0.00% | −2−6.5% | Reduced |
| SJS Investment Consulting Inc. | 23 | $529 | 0.00% | −3−11.5% | Reduced |
| Hexagon Capital Partners LLC | 18 | $414 | 0.00% | −352−95.1% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $328 | 0.00% | −53−79.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $230 | 0.00% | +10 | New |
| RFP Financial Group LLC | 9 | $207 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4 | $148 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $115 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 43 | $0 | 0.00% | +25+138.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 7 | $0 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −568,272−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −457,391−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −330,319−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −221,561−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −158,681−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −126,662−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −100,900−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −75,021−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −58,440−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −57,881−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −50,288−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −47,113−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −46,357−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −44,816−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −44,262−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −42,218−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −40,290−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −36,908−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −36,586−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −35,581−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −32,600−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −32,269−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −27,420−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −26,020−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −25,544−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −23,066−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −23,022−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −22,494−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −21,744−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −21,682−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −21,076−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −18,674−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −18,488−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −18,089−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −17,718−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −17,279−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −16,833−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,031−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −15,926−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −15,696−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −15,478−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −15,235−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −15,155−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −13,980−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,902−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −12,823−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −12,645−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −12,407−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −12,074−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −11,806−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −11,678−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −11,282−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −10,731−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −10,427−100.0% | Sold out |
| River Wealth Advisors LLC | 0 | $0 | 0.00% | −10,038−100.0% | Sold out |