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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 242 | $6.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 223 | $5.49K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 215 | $5.37K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 214 | $5.26K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 210 | $5.17K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 198 | $4.96K | 0.00% | +198 | New |
| Prestige Wealth Management Group LLC | 163 | $4.07K | 0.00% | +149+1,064.3% | Added |
| Sachetta, LLC | 161 | $4.01K | 0.00% | +161 | New |
| Bessemer Group Inc | 154 | $4.00K | 0.00% | −195−55.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 158 | $3.88K | 0.00% | +158 | New |
| Guardian Wealth Management, Inc. | 151 | $3.71K | 0.00% | +151 | New |
| Assetmark, Inc | 149 | $3.67K | 0.00% | +110+282.1% | Added |
| Harbour Investments, Inc. | 139 | $3.42K | 0.00% | +39+39.0% | Added |
| GoalVest Advisory LLC | 136 | $3.35K | 0.00% | −27,498−99.5% | Reduced |
| Venturi Wealth Management, LLC | 135 | $3.32K | 0.00% | +135 | New |
| Bell Investment Advisors, Inc | 134 | $3.30K | 0.00% | −40−23.0% | Reduced |
| Versant Capital Management, Inc | 124 | $3.05K | 0.00% | −20−13.9% | Reduced |
| McIlrath & Eck, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $2.46K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 97 | $2.39K | 0.00% | −115−54.2% | Reduced |
| Rosenberg Matthew Hamilton | 97 | $2.39K | 0.00% | −50−34.0% | Reduced |
| Private Wealth Management Group, LLC | 86 | $2.12K | 0.00% | +86 | New |
| Farmers & Merchants Investments Inc | 85 | $2.09K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $2.09K | 0.00% | +5+6.3% | Added |
| Glassman Wealth Services | 67 | $1.65K | 0.00% | −119−64.0% | Reduced |
| Focused Wealth Management, Inc | 65 | $1.59K | 0.00% | +2+3.2% | Added |
| Private Trust Co NA | 49 | $1.21K | 0.00% | −299−85.9% | Reduced |
| Raffa Wealth Management, LLC | 48 | $1.18K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $1.03K | 0.00% | +13+44.8% | Added |
| Lazard Asset Management LLC | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 40 | $984 | 0.00% | +40 | New |
| Team Financial Group, LLC | 38 | $940 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $517 | 0.00% | −2−8.7% | Reduced |
| Rothschild Investment LLC | 20 | $492 | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $492 | 0.00% | +20 | New |
| Bruce G. Allen Investments, LLC | 13 | $320 | 0.00% | +13 | New |
| Hexagon Capital Partners LLC | 9 | $222 | 0.00% | −9−50.0% | Reduced |
| RFP Financial Group LLC | 9 | $221 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4 | $98 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $25 | 0.00% | +1 | New |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Covalis Capital LLP | 0 | $0 | 0.00% | −707,774−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −452,891−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −377,293−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −169,472−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −166,096−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −148,355−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −109,426−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −82,753−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −73,521−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −71,704−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −58,051−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −50,445−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −44,984−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −41,550−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −37,264−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −34,380−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −33,636−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −33,300−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −32,917−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −22,995−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −21,262−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −19,515−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −17,625−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −15,895−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −14,541−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −13,294−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −12,101−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −11,898−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,665−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −11,320−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −11,164−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −10,673−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,319−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −10,179−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −9,674−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −8,970−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −6,473−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −4,049−100.0% | Sold out |
| Dividend Assets Capital, LLC | 0 | $0 | 0.00% | −2,551−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −332−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −104−100.0% | Sold out |