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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
D. E. Shaw & Co., Inc.31,569$1.29M0.00%––
Janus Henderson Group PLC32,484$1.33M0.00%––
Investors Research Corp33,125$1.36M0.51%––
Boenning & Scattergood, Inc.33,782$1.39M0.26%––
British Columbia Investment Management Corp34,170$1.40M0.01%––
Northwestern Mutual Investment Management Company, LLC34,788$1.43M0.02%––
Meeder Asset Management Inc35,347$1.45M0.07%––
Fuller & Thaler Asset Management, Inc.35,795$1.47M0.01%––
Candriam Luxembourg S.C.A.43,985$1.48M0.01%––
New Mexico Educational Retirement Board36,500$1.50M0.06%––
Ellis Investment Partners, LLC37,390$1.53M0.43%––
Hartford Investment Management Co37,464$1.54M0.04%––
Panagora Asset Management Inc38,096$1.56M0.01%––
HRT Financial LP38,324$1.57M0.02%––
Optimal Asset Management, Inc.38,803$1.59M0.21%––
Metropolitan Life Insurance Co39,429$1.62M0.02%––
Man Group plc39,500$1.62M0.01%––
SEI Investments Co41,265$1.62M0.00%––
Gulf International Bank (UK) Ltd39,658$1.63M0.02%––
Utah Retirement Systems39,838$1.63M0.02%––
Hantz Financial Services, Inc.40,374$1.66M0.07%––
A. D. Beadell Investment Counsel, Inc.42,025$1.72M1.16%––
Eagle Asset Management Inc42,084$1.74M0.01%––
LPL Financial LLC42,503$1.74M0.00%––
Catalyst Capital Advisors LLC42,960$1.76M0.10%––
The PNC Financial Services Group, Inc.43,246$1.77M0.00%––
Citadel Advisors LLC43,753$1.79M0.00%––
Meritage Portfolio Management43,828$1.80M0.12%––
Northwest & Ethical Investments L.P.44,050$1.81M0.06%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.44,227$1.81M0.01%––
Caisse de Depot Et Placement du Quebec44,755$1.83M0.00%––
Two Sigma Advisers, LP45,324$1.86M0.01%––
Nomura Asset Management Co Ltd46,331$1.90M0.01%––
Korea Investment CORP46,900$1.92M0.01%––
DnB Asset Management AS47,472$1.95M0.01%––
Jane Street Group, LLC47,590$1.95M0.01%––
Oppenheimer Asset Management Inc.49,274$2.02M0.03%––
Keeley-Teton Advisors, LLC49,271$2.02M0.21%––
Alberta Investment Management Corp49,600$2.03M0.02%––
SG Americas Securities, LLC50,870$2.09M0.01%––
Vident Investment Advisory, LLC51,059$2.09M0.07%––
Gries Financial LLC46,710$2.14M0.68%––
STRS Ohio52,534$2.15M0.01%––
Louisiana State Employees Retirement System54,200$2.22M0.06%––
Marshall Wace, LLP55,660$2.28M0.01%––
Standard Life Aberdeen plc56,342$2.31M0.01%––
Macquarie Group Ltd59,500$2.44M0.00%––
Arizona State Retirement System60,093$2.46M0.02%––
Advisor Group Holdings, Inc.62,869$2.58M0.01%––
Martingale Asset Management L P65,293$2.68M0.03%––
Marshall Wace North America L.P.65,758$2.70M0.01%––
Empowered Funds, LLC77,492$2.71M0.52%––
Miller Howard Investments Inc67,214$2.76M0.12%––
Raymond James Financial Services Advisors, Inc.67,310$2.76M0.01%––
AMP Capital Investors Ltd69,145$2.84M0.01%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys69,575$2.85M0.04%––
Alaska Permanent Fund Corp69,800$2.86M0.05%––
Edmp, Inc.71,570$2.94M3.11%––
Ameritas Investment Partners, Inc.73,847$2.94M0.11%––
Qube Research & Technologies Ltd75,975$3.12M0.05%––
Storebrand Asset Management AS77,450$3.18M0.02%––
Eaton Vance Management78,223$3.21M0.00%––
Treasurer of the State of North Carolina79,449$3.26M0.02%––
Invenomic Capital Management LP79,553$3.26M1.58%––
Gateway Investment Advisers LLC80,949$3.32M0.04%––
Cubist Systematic Strategies, LLC86,771$3.56M0.05%––
State of Alaska, Department of Revenue87,410$3.58M0.04%––
Gamco Investors, Inc. Et Al89,709$3.68M0.03%––
State of New Jersey Common Pension Fund D91,672$3.76M0.01%––
Oppenheimer & Co Inc93,291$3.83M0.08%––
Los Angeles Capital Management LLC93,747$3.85M0.02%––
BNP Paribas Arbitrage, SA95,522$3.92M0.01%––
CWM, LLC86,415$4.00M0.03%––
Price T Rowe Associates Inc98,862$4.05M0.00%––
HighTower Advisors, LLC102,616$4.21M0.01%––
Swaine & Leidel Wealth Services, LLC104,327$4.28M2.76%––
Royal Bank of Canada105,588$4.33M0.00%––
Pictet Asset Management Ltd106,442$4.37M0.01%––
South Dakota Investment Council107,558$4.41M0.07%––
MetLife Investment Management107,726$4.42M0.04%––
Railway Pension Investments Ltd110,500$4.53M0.04%––
Janney Montgomery Scott LLC111,275$4.56M0.02%––
Two Sigma Investments, LP111,423$4.57M0.01%––
FMR LLC112,395$4.61M0.00%––
Bank of Montreal111,712$4.72M0.00%––
Public Employees Retirement System of Ohio117,856$4.83M0.02%––
Franklin Resources Inc118,942$4.88M0.00%––
Spirit of America Management Corp122,922$5.04M1.19%––
Burney Co126,444$5.18M0.26%––
Commonwealth Equity Services, LLC128,046$5.25M0.01%––
Oregon Public Employees Retirement Fund129,671$5.32M0.06%––
Foster & Motley Inc131,722$5.40M0.49%––
First Republic Investment Management, Inc.133,001$5.45M0.02%––
HSBC Holdings PLC133,806$5.49M0.01%––
Verition Fund Management LLC135,742$5.57M0.10%––
Guggenheim Capital LLC135,779$5.57M0.04%––
Roffman Miller Associates Inc140,739$5.77M0.48%––
Hennessy Advisors Inc141,952$5.82M0.34%––
Westpac Banking Corp147,933$6.07M0.07%––
Raymond James & Associates149,290$6.12M0.01%––