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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
Rosenberg Matthew Hamilton1,728$71.0K0.04%––
Group One Trading, L.P.1,779$73.0K0.00%––
NEXT Financial Group, Inc1,820$74.0K0.01%––
IFP Advisors, Inc1,811$75.0K0.00%––
Exane Derivatives1,944$79.7K0.02%––
Quadrant Capital Group LLC1,960$80.0K0.01%––
Longfellow Investment Management Co LLC2,091$86.0K0.01%––
Kistler-Tiffany Companies, LLC2,176$89.0K0.02%––
First Horizon Advisors, Inc.2,198$90.0K0.01%––
Schroder Investment Management Group2,218$91.0K0.00%––
MCF Advisors LLC2,250$92.0K0.01%––
McCarthy Asset Management, Inc.2,250$92.0K0.07%––
Livforsakringsbolaget Skandia, Omsesidigt2,400$98.0K0.01%––
Dividend Assets Capital, LLC2,551$105.0K0.02%––
Signaturefd, LLC2,767$113.0K0.00%––
Abundance Wealth Counselors2,896$119.0K0.03%––
Valley National Advisers Inc2,916$120.0K0.02%––
Tompkins Financial Corp2,924$120.0K0.02%––
Carolinas Wealth Consulting LLC3,000$124.0K0.03%––
Central Trust Co3,250$133.0K0.01%––
Riggs Asset Managment Co. Inc.3,237$133.0K0.04%––
Forsta Ap-Fonden3,400$139.0K0.00%––
Lindbrook Capital, LLC3,512$144.0K0.03%––
Wealthcare Advisory Partners LLC3,528$145.0K0.01%––
Webster Bank, N. A.3,664$150.0K0.02%––
Northwestern Mutual Wealth Management Co3,702$152.0K0.00%––
Banque Cantonale Vaudoise3,700$152.0K0.01%––
Hartford Financial Management Inc.3,755$154.0K0.04%––
Alpha DNA Investment Management LLC3,759$154.0K0.18%––
Convergence Investment Partners, LLC3,840$157.0K0.07%––
Hoover Financial Advisors, Inc.3,702$170.0K0.03%––
BDO Wealth Advisors, LLC4,480$184.0K0.02%––
Key Financial Inc4,783$196.0K0.13%––
Arcus Capital Partners, LLC4,909$201.0K0.02%––
Quadrant Private Wealth Management, LLC4,994$205.0K0.09%––
Susquehanna International Group, LLP5,013$206.0K0.00%––
Wrapmanager Inc5,078$208.0K0.06%––
Cobblestone Capital Advisors LLC5,125$210.0K0.02%––
Moody National Bank Trust Division5,338$219.0K0.01%––
Hoylecohen, LLC5,364$220.0K0.02%––
Athanor Capital, LP5,420$222.0K0.01%––
Steward Partners Investment Advisory, LLC5,554$227.8K0.00%––
Ci Investments Inc.5,558$228.0K0.00%––
Regions Financial Corp5,559$228.0K0.00%––
Doliver Advisors, LP5,595$229.0K0.09%––
Ferguson Wellman Capital Management, Inc5,613$230.0K0.01%––
Laurel Wealth Advisors, Inc.5,609$230.0K0.03%––
Integer Wealth Advisors Group LLC5,571$233.0K0.13%––
Murphy Capital Management Inc5,725$234.0K0.03%––
Fulton Bank, N.A.5,747$235.0K0.01%––
Raymond James Trust N.A.5,712$235.0K0.01%––
Baker Ellis Asset Management LLC5,750$236.0K0.05%––
Squarepoint Ops LLC5,767$237.0K0.00%––
Hennion & Walsh Asset Management, Inc.5,800$238.0K0.01%––
Kendall Capital Management5,855$240.0K0.15%––
Penn Mutual Asset Management, LLC5,935$243.0K0.27%––
Colony Group LLC5,939$244.0K0.01%––
Hancock Whitney Corp5,964$245.0K0.01%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH5,977$245.0K0.02%––
Boston Family Office LLC6,000$246.0K0.02%––
Eqis Capital Management, Inc.6,032$247.0K0.02%––
Berkshire Asset Management LLC6,043$248.0K0.02%––
Beirne Wealth Consulting Services, LLC6,000$248.0K0.15%––
Paloma Partners Management Co6,104$250.0K0.01%––
Mercer Global Advisors Inc6,187$254.0K0.00%––
Sowell Financial Services LLC5,659$254.0K0.01%––
Wiley Bros.-Aintree Capital, LLC6,300$258.0K0.19%––
Gratus Capital LLC6,293$258.0K0.03%––
Capital Bank & Trust Co6,300$258.0K0.00%––
Stephens Inc6,394$262.0K0.00%––
BKD Wealth Advisors, LLC6,400$262.0K0.01%––
Advisor Partners LLC6,413$263.0K0.02%––
Calton & Associates, Inc.6,514$267.0K0.05%––
Ingalls & Snyder LLC6,520$267.0K0.01%––
Garrison Point Advisors, LLC6,500$267.0K0.21%––
Avantax Advisory Services, Inc.6,578$271.0K0.01%––
Lazard Asset Management LLC6,728$275.0K0.00%––
Mirae Asset Global Investments Co., Ltd.6,769$278.0K0.00%––
IBM Retirement Fund6,819$280.0K0.02%––
Federation des caisses Desjardins du Quebec6,849$281.0K0.00%––
Sabal Trust CO6,900$283.0K0.02%––
B. Metzler seel. Sohn & Co. Holding AG6,958$285.0K0.00%––
Achmea Investment Management B.V.7,007$287.0K0.01%––
GW Henssler & Associates Ltd7,017$288.0K0.02%––
Spire Wealth Management6,966$289.0K0.01%––
Bell Bank7,117$292.0K0.04%––
Redpoint Investment Management Pty Ltd7,154$293.0K0.02%––
Glenview Trust Co7,400$303.0K0.01%––
Cigna Investments Inc7,431$305.0K0.02%––
First Citizens Bank & Trust Co7,445$305.0K0.01%––
Cullen/Frost Bankers, Inc.7,500$308.0K0.01%––
QS Investors, LLC7,510$308.0K0.00%––
Regentatlantic Capital LLC7,686$315.0K0.01%––
Venture Visionary Partners LLC7,731$317.0K0.03%––
Davenport & Co LLC7,770$319.0K0.00%––
Sonora Investment Management, LLC7,785$319.0K0.03%––
Blair William & Co7,816$321.0K0.00%––
MML Investors Services, LLC7,872$323.0K0.00%––
LS Investment Advisors, LLC7,960$326.0K0.02%––
Natixis8,020$329.0K0.00%––