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, Q4 2023
Institutional positions in Ugi Corp as of Dec 31, 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
- +4 vs. Q3 2023
- Shares held
- 172.2M
- +697.3K (+0.4%) vs. Q3 2023
- Total value
- $4.24B
- +$295.7M (+7.5%) vs. Q3 2023
- New holders
- 65
- 141 more added
- Sold out
- 61
- 171 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2,492 | $61.3K | 0.00% | −171−6.4% | Reduced |
| Tompkins Financial Corp | 2,524 | $62.1K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 2,596 | $63.9K | 0.02% | +2,596 | New |
| Quent Capital, LLC | 2,607 | $64.1K | 0.01% | +4+0.2% | Added |
| Riggs Asset Managment Co. Inc. | 3,037 | $74.7K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 3,118 | $76.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,129 | $77.0K | 0.01% | −282−8.3% | Reduced |
| Parallel Advisors, LLC | 3,198 | $78.7K | 0.00% | −928−22.5% | Reduced |
| Nomura Asset Management Co Ltd | 3,246 | $79.9K | 0.00% | −10,237−75.9% | Reduced |
| Lindbrook Capital, LLC | 3,348 | $82.4K | 0.01% | +257+8.3% | Added |
| Hazlett, Burt & Watson, Inc. | 3,430 | $85.0K | 0.06% | +14+0.4% | Added |
| Van Eck Associates Corp | 3,493 | $86.0K | 0.00% | −389−10.0% | Reduced |
| St Germain D J Co Inc | 3,600 | $88.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,600 | $88.6K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,662 | $90.1K | 0.00% | +395+12.1% | Added |
| Ci Investments Inc. | 3,722 | $92.0K | 0.00% | −3,487−48.4% | Reduced |
| Hartford Financial Management Inc. | 3,755 | $92.4K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,425 | $101.5K | 0.00% | +1,089+32.6% | Added |
| Quadrant Capital Group LLC | 4,346 | $106.9K | 0.01% | −2,357−35.2% | Reduced |
| Clear Street Markets LLC | 4,500 | $111.0K | 0.04% | −500−10.0% | Reduced |
| State of Wyoming | 5,302 | $130.4K | 0.02% | +602+12.8% | Added |
| JFS Wealth Advisors, LLC | 5,831 | $143.4K | 0.01% | −40−0.7% | Reduced |
| Partnership Wealth Management, LLC | 6,750 | $149.4K | 0.11% | +6,750 | New |
| EMC Capital Management | 6,182 | $152.0K | 0.10% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,631 | $163.1K | 0.00% | −4,601−41.0% | Reduced |
| CWM, LLC | 7,662 | $188.0K | 0.00% | −4,083−34.8% | Reduced |
| Covestor Ltd | 7,666 | $188.0K | 0.13% | −40−0.5% | Reduced |
| Headlands Technologies LLC | 8,248 | $202.9K | 0.06% | +8,248 | New |
| Chesley Taft & Associates LLC | 8,280 | $203.7K | 0.01% | +8,280 | New |
| Greenleaf Trust | 8,286 | $203.8K | 0.00% | −1,987−19.3% | Reduced |
| D.A. Davidson & Co. | 8,489 | $208.8K | 0.00% | −632−6.9% | Reduced |
| Good Life Advisors, LLC | 8,980 | $220.9K | 0.02% | +8,980 | New |
| Park Avenue Securities LLC | 9,059 | $223.0K | 0.00% | −290−3.1% | Reduced |
| Shelton Capital Management | 9,172 | $225.6K | 0.01% | −1,159−11.2% | Reduced |
| Argyle Capital Management Inc. | 9,274 | $228.1K | 0.09% | −11,500−55.4% | Reduced |
| Bridgefront Capital, LLC | 9,332 | $229.6K | 0.17% | +9,332 | New |
| Select Asset Management & Trust | 9,400 | $231.0K | 0.11% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 9,922 | $244.1K | 0.01% | +1,208+13.9% | Added |
| US Bancorp | 9,942 | $244.6K | 0.00% | −7,847−44.1% | Reduced |
| NBC Securities, Inc. | 9,995 | $245.0K | 0.02% | +2,679+36.6% | Added |
| Metis Global Partners, LLC | 10,081 | $248.0K | 0.01% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 10,100 | $248.5K | 0.00% | +10,100 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 10,210 | $251.2K | 0.06% | +10,210 | New |
| Acadian Asset Management LLC | 10,345 | $253.0K | 0.00% | +10,345 | New |
| Consolidated Portfolio Review Corp | 10,388 | $255.5K | 0.06% | +10,388 | New |
| Putnam Investments LLC | 10,665 | $262.4K | 0.00% | +10,665 | New |
| Moody National Bank Trust Division | 10,739 | $264.2K | 0.02% | +1,012+10.4% | Added |
| Kendall Capital Management | 10,845 | $266.8K | 0.10% | −690−6.0% | Reduced |
| Jefferies Financial Group Inc. | 10,907 | $268.3K | 0.00% | +10,907 | New |
| Walleye Capital LLC | 10,909 | $268.4K | 0.00% | −33,856−75.6% | Reduced |
| V-Square Quantitative Management LLC | 10,929 | $268.9K | 0.06% | +10,929 | New |
| Truist Financial Corp | 11,188 | $275.2K | 0.00% | −1,342−10.7% | Reduced |
| Panagora Asset Management Inc | 11,333 | $278.8K | 0.00% | −395−3.4% | Reduced |
| Epoch Investment Partners, Inc. | 11,893 | $292.6K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,912 | $293.0K | 0.00% | +1,586+15.4% | Added |
| Williams Jones Wealth Management, LLC. | 12,068 | $296.9K | 0.00% | −1,450−10.7% | Reduced |
| Howland Capital Management LLC | 11,900 | $297.2K | 0.02% | −3,500−22.7% | Reduced |
| V2 Financial group LLC | 12,115 | $298.0K | 0.21% | −918−7.0% | Reduced |
| Swiss Life Asset Management Ltd | 12,104 | $298.2K | 0.00% | −17,345−58.9% | Reduced |
| Wetherby Asset Management Inc | 12,157 | $299.1K | 0.02% | −2,706−18.2% | Reduced |
| Oppenheimer & Co Inc | 12,465 | $306.6K | 0.01% | −57,163−82.1% | Reduced |
| Applied Finance Capital Management, LLC | 12,583 | $309.5K | 0.03% | +503+4.2% | Added |
| Beacon Financial Group | 12,988 | $319.5K | 0.04% | −130−1.0% | Reduced |
| CSS LLC | 13,000 | $319.8K | 0.02% | −85,414−86.8% | Reduced |
| Fox Run Management, L.L.C. | 13,090 | $322.0K | 0.08% | −55,975−81.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 13,956 | $343.3K | 0.11% | +356+2.6% | Added |
| Spirit of America Management Corp | 14,000 | $344.4K | 0.08% | −3,000−17.6% | Reduced |
| Mutual Advisors, LLC | 14,006 | $344.6K | 0.01% | −6,251−30.9% | Reduced |
| Glenmede Trust Co NA | 14,042 | $345.4K | 0.00% | −669−4.5% | Reduced |
| Gsa Capital Partners LLP | 14,046 | $346.0K | 0.03% | +1,538+12.3% | Added |
| CI Private Wealth, LLC | 14,564 | $358.3K | 0.00% | −13,912−48.9% | Reduced |
| Wolverine Trading, LLC | 14,888 | $366.2K | 0.00% | −5,204−25.9% | Reduced |
| United Services Automobile Association | 15,517 | $381.7K | 0.01% | +996+6.9% | Added |
| XTX Topco Ltd | 15,623 | $384.3K | 0.08% | +1,555+11.1% | Added |
| Maryland State Retirement & Pension System | 15,926 | $391.8K | 0.01% | 00.0% | Unchanged |
| Csenge Advisory Group | 16,456 | $404.8K | 0.03% | +1,450+9.7% | Added |
| Capula Management Ltd | 16,660 | $409.8K | 0.03% | +16,660 | New |
| Mercer Global Advisors Inc | 16,744 | $412.0K | 0.00% | +2,288+15.8% | Added |
| Abundance Wealth Counselors | 16,990 | $418.0K | 0.11% | −690−3.9% | Reduced |
| Coastline Trust Co | 17,241 | $424.1K | 0.06% | −4,845−21.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 17,638 | $433.9K | 0.01% | −156−0.9% | Reduced |
| Securian Asset Management, Inc | 17,642 | $434.0K | 0.01% | −100−0.6% | Reduced |
| Neuberger Berman Group LLC | 17,659 | $434.4K | 0.00% | −5,520−23.8% | Reduced |
| Picton Mahoney Asset Management | 17,766 | $437.0K | 0.02% | +17,766 | New |
| Captrust Financial Advisors | 17,918 | $440.8K | 0.00% | −603−3.3% | Reduced |
| Fulton Bank, N.A. | 18,171 | $447.0K | 0.02% | +634+3.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,247 | $448.9K | 0.00% | −5,433−22.9% | Reduced |
| Wealthspire Advisors, LLC | 18,303 | $450.3K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 18,335 | $451.0K | 0.01% | −966−5.0% | Reduced |
| Vestcor Inc | 18,319 | $451.0K | 0.02% | +18,319 | New |
| Balyasny Asset Management LLC | 18,580 | $457.1K | 0.00% | +1,627+9.6% | Added |
| Petrus Trust Company, LTA | 18,794 | $462.3K | 0.04% | +18,794 | New |
| Verition Fund Management LLC | 18,863 | $464.0K | 0.00% | −29,022−60.6% | Reduced |
| Cetera Advisor Networks LLC | 18,932 | $465.7K | 0.00% | −1,110−5.5% | Reduced |
| Archer Investment Corp | 19,240 | $473.3K | 0.15% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,121 | $473.6K | 0.00% | +739+4.0% | Added |
| Occudo Quantitative Strategies LP | 19,467 | $478.9K | 0.07% | +19,467 | New |
| Natixis Advisors, L.P. | 19,948 | $490.0K | 0.00% | −21,746−52.2% | Reduced |
| Needham Investment Management LLC | 20,000 | $492.0K | 0.06% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20,172 | $496.2K | 0.10% | −1,657−7.6% | Reduced |