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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
CIBC Asset Management Inc8,141$334.0K0.00%––
Aigen Investment Management, LP8,415$345.0K0.05%––
Camden National Bank8,450$346.0K0.07%––
Camden National Bank8,450$346.0K0.07%––
Compagnie Lombard Odier SCmA8,576$352.0K0.01%––
Wesbanco Bank Inc8,750$359.0K0.01%––
Quadrature Capital Ltd8,749$359.0K0.02%––
Tower Research Capital LLC (TRC)8,917$365.0K0.01%––
Daiwa Securities Group Inc.9,135$375.0K0.00%––
Bryn Mawr Trust Co9,165$376.0K0.02%––
Haverford Trust Co9,302$381.0K0.00%––
Deprince Race & Zollo Inc9,420$386.0K0.01%––
Greenleaf Trust9,548$392.0K0.01%––
American Portfolios Advisors9,684$397.1K0.02%––
Chesley Taft & Associates LLC9,600$398.0K0.02%––
Horizon Investment Services, LLC9,816$403.0K0.22%––
Needham Investment Management LLC10,000$410.0K0.06%––
SkyView Investment Advisors, LLC10,022$411.0K0.18%––
TL Private Wealth9,935$424.0K0.26%––
Cadence Bank NA10,761$441.0K0.14%––
HBK Sorce Advisory LLC10,977$450.0K0.03%––
Veritable, L.P.11,118$456.0K0.01%––
Sawtooth Solutions, LLC11,351$465.0K0.10%––
Sumitomo Mitsui DS Asset Management Company, Ltd11,407$467.0K0.01%––
First Mercantile Trust Co11,529$473.0K0.05%––
Shelton Capital Management11,636$477.0K0.02%––
Godshalk Welsh Capital Management, Inc.11,650$478.0K0.33%––
Quantbot Technologies LP11,685$479.0K0.05%––
Coe Capital Management, LLC11,814$484.0K0.49%––
Tdam USA Inc.11,956$490.0K0.03%––
World Asset Management Inc11,204$490.0K0.04%––
Fieldpoint Private Securities, LLC12,062$495.0K0.12%––
Echo Street Capital Management LLC12,136$498.0K0.00%––
US Bancorp12,272$503.0K0.00%––
Legacy Wealth Asset Management, LLC12,446$510.0K0.24%––
Creative Planning12,717$522.0K0.00%––
Cambridge Investment Research Advisors, Inc.13,211$542.0K0.00%––
Williams Jones Wealth Management, LLC.13,542$555.0K0.01%––
Costello Asset Management, INC13,594$557.0K0.38%––
Grandview Asset Management LLC14,371$589.0K0.31%––
Bailard, Inc.14,387$590.0K0.02%––
Captrust Financial Advisors15,117$625.0K0.01%––
Elo Mutual Pension Insurance Co15,287$627.0K0.02%––
Ontario Teachers Pension Plan Board15,485$635.0K0.01%––
Engineers Gate Manager LP15,690$643.0K0.03%––
Arvest Bank Trust Division15,795$648.0K0.04%––
Qtron Investments LLC15,903$652.0K0.18%––
Maryland State Retirement & Pension System15,926$653.0K0.02%––
Icon Advisers Inc16,100$660.0K0.10%––
Centiva Capital, LP16,215$665.0K0.09%––
AlphaCrest Capital Management LLC16,231$666.0K0.04%––
Donald L. Hagan, LLC16,373$671.0K0.44%––
Hyman Charles D17,812$730.0K0.05%––
Shell Asset Management Co17,798$730.0K0.01%––
TD Asset Management Inc17,846$732.0K0.00%––
Cipher Capital LP18,518$759.0K0.09%––
Rockefeller Capital Management L.P.18,889$773.0K0.01%––
Allstate Corp19,174$786.0K0.02%––
Profund Advisors LLC19,295$791.0K0.03%––
Krane Funds Advisors LLC19,354$794.0K0.03%––
Securian Asset Management, Inc19,657$806.0K0.02%––
ARGI Investment Services, LLC19,741$810.0K0.03%––
Jacobi Capital Management LLC20,050$822.0K0.12%––
Twin Tree Management, LP20,716$850.0K0.03%––
Geneos Wealth Management Inc.20,007$874.0K0.02%––
Carnegie Capital Asset Management, LLC21,465$880.0K0.04%––
Ashton Thomas Private Wealth, LLC21,498$881.6K0.15%––
American Century Companies Inc21,735$891.0K0.00%––
Xponance, Inc.21,905$898.0K0.02%––
Nomura Holdings Inc22,000$903.0K0.01%––
Pacer Advisors, Inc.22,233$912.0K0.02%––
Neuberger Berman Group LLC22,708$916.0K0.00%––
CIBC World Markets Corp22,393$918.0K0.01%––
Nordea Investment Management AB22,212$921.0K0.00%––
Seeyond23,169$950.0K0.10%––
Advisors Asset Management, Inc.23,302$955.6K0.01%––
Edgemoor Investment Advisors, Inc.23,680$971.0K0.10%––
Allianz Asset Management GmbH23,781$975.0K0.00%––
IFM Investors Pty Ltd23,828$977.0K0.03%––
Nissay Asset Management Corp24,010$985.0K0.01%––
RPG Investment Advisory, LLC24,968$1.02M0.18%––
Hussman Strategic Advisors, Inc.25,000$1.02M0.21%––
KBC Group NV25,030$1.03M0.00%––
Fortem Financial Group, LLC25,188$1.03M0.60%––
Argyle Capital Management Inc.25,650$1.05M0.35%––
Illinois Municipal Retirement Fund25,842$1.06M0.05%––
Amalgamated Bank25,955$1.06M0.04%––
O'Shares Investment Advisers, LLC26,682$1.09M0.08%––
DekaBank Deutsche Girozentrale26,627$1.10M0.00%––
Ilmarinen Mutual Pension Insurance Co27,000$1.11M0.01%––
Aurora Investment Counsel27,777$1.14M0.84%––
Natixis Advisors, L.P.28,016$1.15M0.01%––
Toronto Dominion Bank28,168$1.16M0.00%––
Crossmark Global Holdings, Inc.28,870$1.18M0.03%––
Mork Capital Management, LLC29,000$1.19M0.91%––
Bokf, NA29,616$1.22M0.02%––
Coastline Trust Co29,866$1.23M0.16%––
Private Advisor Group, LLC29,933$1.23M0.01%––
USS Investment Management Ltd30,072$1.23M0.01%––
Advisory Services Network, LLC30,732$1.26M0.05%––