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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, Q1 2021

Institutional positions in Ugi Corp as of Mar 31, 2021. 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
498
No complete 13F data for Q4 2020
Shares held
166.2M
No complete 13F data for Q4 2020
Total value
$6.78B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 498 institutions
Q1 2021: 498 institutionsQ2 2021: 502 institutionsQ3 2021: 512 institutionsQ4 2021: 564 institutionsQ1 2022: 537 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 486 institutionsQ3 2023: 444 institutionsQ4 2023: 444 institutionsQ1 2024: 446 institutionsQ2 2024: 464 institutionsQ3 2024: 476 institutionsQ4 2024: 510 institutionsQ1 2025: 565 institutionsQ2 2025: 594 institutionsQ3 2025: 569 institutionsQ4 2025: 613 institutionsQ1 2026: 597 institutionsQ2 2026: 625 institutions
Value heldQ1 2021: $6.78B
Q1 2021: $6.78BQ2 2021: $7.88BQ3 2021: $7.21BQ4 2021: $7.76BQ1 2022: $6.31BQ2 2022: $6.65BQ3 2022: $5.57BQ4 2022: $6.54BQ1 2023: $6.04BQ2 2023: $4.66BQ3 2023: $3.95BQ4 2023: $4.24BQ1 2024: $4.26BQ2 2024: $4.19BQ3 2024: $4.55BQ4 2024: $5.59BQ1 2025: $6.44BQ2 2025: $7.16BQ3 2025: $6.53BQ4 2025: $7.46BQ1 2026: $7.07BQ2 2026: $7.02B
Institutions holding UGI and their total value by quarter
QuarterHoldersValue
Q2 2026625$7.02B
Q1 2026597$7.07B
Q4 2025613$7.46B
Q3 2025569$6.53B
Q2 2025594$7.16B
Q1 2025565$6.44B
Q4 2024510$5.59B
Q3 2024476$4.55B
Q2 2024464$4.19B
Q1 2024446$4.26B
Q4 2023444$4.24B
Q3 2023444$3.95B
Q2 2023486$4.66B
Q1 2023525$6.04B
Q4 2022540$6.54B
Q3 2022510$5.57B
Q2 2022532$6.65B
Q1 2022537$6.31B
Q4 2021564$7.76B
Q3 2021512$7.21B
Q2 2021502$7.88B
Q1 2021498$6.78B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Ugi Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UGI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
First Horizon Corp12$00.00%––
Baystate Wealth Management LLC1$00.00%––
JNBA Financial Advisors4$00.00%––
Canada Pension Plan Investment Board10$1.00K0.00%––
Parkside Financial Bank & Trust13$1.00K0.00%––
JJJ Advisors Inc.26$1.00K0.00%––
Prestige Wealth Management Group LLC19$1.00K0.00%––
Phoenix Wealth Advisors34$1.00K0.00%––
RWM Asset Management, LLC14$1.00K0.00%––
Raffa Wealth Management, LLC48$1.97K0.00%––
Brown Brothers Harriman & Co49$2.00K0.00%––
Duncker Streett & Co Inc55$2.00K0.00%––
Focused Wealth Management, Inc58$2.00K0.00%––
Glassman Wealth Services47$2.00K0.00%––
Trustcore Financial Services, LLC43$2.00K0.00%––
CX Institutional37$2.00K0.00%––
TFC Financial Management45$2.00K0.00%––
Denali Advisors LLC85$3.00K0.00%––
Wealthcare Capital Management LLC73$3.00K0.00%––
Tarbox Family Office, Inc.63$3.00K0.00%––
Bedel Financial Consulting, Inc.63$3.00K0.00%––
Private Capital Group, LLC62$3.00K0.00%––
TD Private Client Wealth LLC88$3.61K0.00%––
Enterprise Financial Services Corp100$4.00K0.00%––
McIlrath & Eck, LLC100$4.00K0.00%––
GPS Wealth Strategies Group, LLC115$4.00K0.00%––
Princeton Global Asset Management LLC95$4.00K0.00%––
Evoke Wealth, LLC101$4.00K0.00%––
Farmers & Merchants Investments Inc124$5.00K0.00%––
Selective Wealth Management, Inc.111$5.00K0.00%––
Earnest Partners LLC153$6.00K0.00%––
O'Shaughnessy Asset Management, LLC139$6.00K0.00%––
FinTrust Capital Advisors, LLC145$6.00K0.00%––
Pacitti Group Inc.169$6.00K0.00%––
Bartlett & Co. Wealth Management LLC163$6.74K0.00%––
Huntington National Bank173$7.00K0.00%––
Bartlett & Co. LLC163$7.00K0.00%––
TCI Wealth Advisors, Inc.168$7.00K0.00%––
Sargent Bickham Lagudis LLC159$7.00K0.00%––
Arkadios Wealth Advisors171$7.00K0.00%––
TD Ameritrade Investment Management, LLC233$8.00K0.00%––
Blume Capital Management, Inc.223$9.00K0.00%––
Versant Capital Management, Inc210$9.00K0.00%––
Meridian Wealth Partners, LLC236$9.00K0.00%––
Benjamin F. Edwards & Company, Inc.255$10.0K0.00%––
Freedman Financial Associates, Inc.233$10.0K0.01%––
Bogart Wealth, LLC273$11.0K0.00%––
Reilly Financial Advisors, LLC300$12.0K0.00%––
Lee Financial Co302$12.0K0.00%––
BerganKDV Wealth Management, LLC281$12.0K0.00%––
Zions Bancorporation, N.A.301$12.0K0.00%––
Estabrook Capital Management303$12.4K0.00%––
Manchester Financial Inc318$13.0K0.01%––
Northwest Investment Counselors, LLC322$13.0K0.00%––
Cordasco Financial Network328$13.0K0.01%––
Prime Capital Investment Advisors, LLC318$13.0K0.00%––
Total Clarity Wealth Management, Inc.318$13.0K0.01%––
First Manhattan Co385$15.0K0.00%––
Skandinaviska Enskilda Banken AB (publ)400$16.0K0.00%––
Column Capital Advisors, LLC400$16.0K0.00%––
JFS Wealth Advisors, LLC382$16.0K0.00%––
Gemmer Asset Management LLC398$16.0K0.00%––
Kings Point Capital Management433$18.0K0.00%––
International Assets Investment Management, LLC486$18.0K0.00%––
Baron Financial Group, LLC450$18.5K0.01%––
Smithfield Trust Co475$19.0K0.00%––
Carroll Financial Associates, Inc.485$19.0K0.00%––
Motco478$20.0K0.00%––
North Star Investment Management Corp.476$20.0K0.00%––
Resources Management Corp500$21.0K0.00%––
Berman Capital Advisors, LLC561$23.0K0.00%––
Hexavest Inc.641$26.0K0.00%––
Asset Dedication, LLC642$26.0K0.01%––
Crescent Capital Consulting, LLC696$28.0K0.01%––
Simon Quick Advisors, LLC725$29.0K0.01%––
Heritage Wealth Advisors720$29.5K0.00%––
Cutler Group LP743$30.0K0.00%––
Sterling Investment Advisors, Ltd.720$30.0K0.01%––
Proequities, Inc.788$33.0K0.00%––
Eudaimonia Partners, LLC813$33.0K0.01%––
Fiduciary Planning LLC840$34.0K0.05%––
Norway Savings Bank864$35.0K0.02%––
Valeo Financial Advisors, LLC900$37.0K0.00%––
AGF Investments LLC930$38.0K0.00%––
Caldwell Trust Co932$38.2K0.01%––
Baldwin Brothers Inc956$39.0K0.00%––
Tobam940$39.0K0.00%––
Hudock, Inc.955$39.0K0.01%––
WealthShield Partners, LLC1,000$41.0K0.01%––
Graves-Light Private Wealth Management, Inc.1,019$42.0K0.01%––
Fifth Third Bancorp1,110$46.0K0.00%––
Arlington Partners LLC1,142$47.0K0.02%––
Bessemer Group Inc1,198$49.0K0.00%––
FourThought Financial, LLC1,234$50.0K0.01%––
Concord Wealth Partners1,274$52.0K0.02%––
Whittier Trust Co1,468$60.0K0.00%––
Harbour Investments, Inc.1,545$63.0K0.00%––
Massmutual Trust Co FSB1,545$63.0K0.00%––
Parallel Advisors, LLC1,576$65.0K0.00%––
Ameritas Investment Company, LLC1,610$66.0K0.01%––