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 |
|---|---|---|---|---|---|
| Point72 Asia (Singapore) Pte. Ltd. | 10,210 | $251.2K | 0.06% | +10,210 | New |
| Allianz Asset Management GmbH | 10,100 | $248.5K | 0.00% | +10,100 | New |
| Metis Global Partners, LLC | 10,081 | $248.0K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9,995 | $245.0K | 0.02% | +2,679+36.6% | Added |
| US Bancorp | 9,942 | $244.6K | 0.00% | −7,847−44.1% | Reduced |
| BKD Wealth Advisors, LLC | 9,922 | $244.1K | 0.01% | +1,208+13.9% | Added |
| Select Asset Management & Trust | 9,400 | $231.0K | 0.11% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 9,332 | $229.6K | 0.17% | +9,332 | New |
| Argyle Capital Management Inc. | 9,274 | $228.1K | 0.09% | −11,500−55.4% | Reduced |
| Shelton Capital Management | 9,172 | $225.6K | 0.01% | −1,159−11.2% | Reduced |
| Park Avenue Securities LLC | 9,059 | $223.0K | 0.00% | −290−3.1% | Reduced |
| Good Life Advisors, LLC | 8,980 | $220.9K | 0.02% | +8,980 | New |
| D.A. Davidson & Co. | 8,489 | $208.8K | 0.00% | −632−6.9% | Reduced |
| Greenleaf Trust | 8,286 | $203.8K | 0.00% | −1,987−19.3% | Reduced |
| Chesley Taft & Associates LLC | 8,280 | $203.7K | 0.01% | +8,280 | New |
| Headlands Technologies LLC | 8,248 | $202.9K | 0.06% | +8,248 | New |
| 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 |
| Signaturefd, LLC | 6,631 | $163.1K | 0.00% | −4,601−41.0% | Reduced |
| EMC Capital Management | 6,182 | $152.0K | 0.10% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 6,750 | $149.4K | 0.11% | +6,750 | New |
| JFS Wealth Advisors, LLC | 5,831 | $143.4K | 0.01% | −40−0.7% | Reduced |
| State of Wyoming | 5,302 | $130.4K | 0.02% | +602+12.8% | Added |
| Clear Street Markets LLC | 4,500 | $111.0K | 0.04% | −500−10.0% | Reduced |
| Quadrant Capital Group LLC | 4,346 | $106.9K | 0.01% | −2,357−35.2% | Reduced |
| Global Retirement Partners, LLC | 4,425 | $101.5K | 0.00% | +1,089+32.6% | Added |
| Hartford Financial Management Inc. | 3,755 | $92.4K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,722 | $92.0K | 0.00% | −3,487−48.4% | Reduced |
| Massmutual Trust Co FSB | 3,662 | $90.1K | 0.00% | +395+12.1% | Added |
| 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 |
| Van Eck Associates Corp | 3,493 | $86.0K | 0.00% | −389−10.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,430 | $85.0K | 0.06% | +14+0.4% | Added |
| Lindbrook Capital, LLC | 3,348 | $82.4K | 0.01% | +257+8.3% | Added |
| Nomura Asset Management Co Ltd | 3,246 | $79.9K | 0.00% | −10,237−75.9% | Reduced |
| Parallel Advisors, LLC | 3,198 | $78.7K | 0.00% | −928−22.5% | Reduced |
| EverSource Wealth Advisors, LLC | 3,129 | $77.0K | 0.01% | −282−8.3% | Reduced |
| Central Trust Co | 3,118 | $76.7K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3,037 | $74.7K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,607 | $64.1K | 0.01% | +4+0.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 2,596 | $63.9K | 0.02% | +2,596 | New |
| Tompkins Financial Corp | 2,524 | $62.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,492 | $61.3K | 0.00% | −171−6.4% | Reduced |
| MCF Advisors LLC | 2,250 | $55.4K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2,250 | $55.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,113 | $52.0K | 0.00% | +183+9.5% | Added |
| Norwood Financial Corp | 2,040 | $50.2K | 0.08% | −25−1.2% | Reduced |
| Fifth Third Bancorp | 1,895 | $46.6K | 0.00% | −180−8.7% | Reduced |
| Ronald Blue Trust, Inc. | 1,951 | $45.0K | 0.00% | +402+26.0% | Added |
| Proequities, Inc. | 1,756 | $43.9K | 0.00% | −278−13.7% | Reduced |
| Costello Asset Management, INC | 1,692 | $41.6K | 0.03% | −3,349−66.4% | Reduced |
| McClarren Financial Advisors, Inc. | 1,675 | $41.0K | 0.03% | +29+1.8% | Added |
| Neo Ivy Capital Management | 1,623 | $40.0K | 0.09% | +1,623 | New |
| Transcendent Capital Group LLC | 1,567 | $38.5K | 0.03% | +1,567 | New |
| Hantz Financial Services, Inc. | 1,409 | $35.0K | 0.00% | −34−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,226 | $30.2K | 0.00% | +491+66.8% | Added |
| GAMMA Investing LLC | 1,299 | $28.8K | 0.01% | +1,299 | New |
| Fortis Group Advisors, LLC | 1,030 | $25.3K | 0.01% | +142+16.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,029 | $25.3K | 0.00% | +15+1.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $24.4K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 956 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sasco Capital Inc | 930 | $22.9K | 0.00% | +930 | New |
| National Bank of Canada | 900 | $22.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 839 | $20.6K | 0.00% | −798−48.7% | Reduced |
| Morton Brown Family Wealth, LLC | 796 | $19.6K | 0.01% | +169+27.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 790 | $19.4K | 0.01% | +790 | New |
| Newbridge Financial Services Group, Inc. | 752 | $18.5K | 0.01% | −890−54.2% | Reduced |
| Principal Securities, Inc. | 748 | $18.4K | 0.00% | +748 | New |
| First Horizon Advisors, Inc. | 744 | $18.3K | 0.00% | −6−0.8% | Reduced |
| Caldwell Trust Co | 741 | $18.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $17.7K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 708 | $17.4K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 700 | $17.2K | 0.02% | +700 | New |
| Deseret Mutual Benefit Administrators | 675 | $16.6K | 0.01% | +67+11.0% | Added |
| Asset Dedication, LLC | 642 | $16.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 650 | $16.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 638 | $15.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 637 | $15.7K | 0.00% | −637−50.0% | Reduced |
| Bogart Wealth, LLC | 614 | $15.1K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 600 | $14.8K | 0.00% | −350−36.8% | Reduced |
| Credit Agricole S A | 600 | $14.8K | 0.00% | −100−14.3% | Reduced |
| Whittier Trust Co | 600 | $14.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 589 | $14.5K | 0.00% | +118+25.1% | Added |
| North Star Investment Management Corp. | 476 | $11.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 469 | $11.5K | 0.00% | +91+24.1% | Added |
| Loomis Sayles & Co L P | 426 | $10.0K | 0.00% | −24−5.3% | Reduced |
| FNY Investment Advisers, LLC | 400 | $9.00K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 386 | $9.00K | 0.00% | +386 | New |
| Oakworth Capital, Inc. | 361 | $8.88K | 0.00% | +361 | New |
| Umb Bank N A | 318 | $7.82K | 0.00% | −40−11.2% | Reduced |
| Webster Bank, N. A. | 318 | $7.82K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 307 | $7.55K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 302 | $7.54K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 303 | $7.45K | 0.00% | +16+5.6% | Added |
| FinTrust Capital Advisors, LLC | 264 | $6.50K | 0.00% | 00.0% | Unchanged |
| Natixis | 261 | $6.42K | 0.00% | +261 | New |
| Main Street Group, LTD | 257 | $6.32K | 0.00% | +257 | New |
| Baystate Wealth Management LLC | 252 | $6.20K | 0.00% | +250+12,500.0% | Added |
| Bartlett & Co. Wealth Management LLC | 242 | $6.08K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 255 | $6.00K | 0.00% | 00.0% | Unchanged |