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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
Guggenheim Capital LLC135,779$5.57M0.04%––
Verition Fund Management LLC135,742$5.57M0.10%––
HSBC Holdings PLC133,806$5.49M0.01%––
First Republic Investment Management, Inc.133,001$5.45M0.02%––
Foster & Motley Inc131,722$5.40M0.49%––
Oregon Public Employees Retirement Fund129,671$5.32M0.06%––
Commonwealth Equity Services, LLC128,046$5.25M0.01%––
Burney Co126,444$5.18M0.26%––
Spirit of America Management Corp122,922$5.04M1.19%––
Franklin Resources Inc118,942$4.88M0.00%––
Public Employees Retirement System of Ohio117,856$4.83M0.02%––
Bank of Montreal111,712$4.72M0.00%––
FMR LLC112,395$4.61M0.00%––
Two Sigma Investments, LP111,423$4.57M0.01%––
Janney Montgomery Scott LLC111,275$4.56M0.02%––
Railway Pension Investments Ltd110,500$4.53M0.04%––
MetLife Investment Management107,726$4.42M0.04%––
South Dakota Investment Council107,558$4.41M0.07%––
Pictet Asset Management Ltd106,442$4.37M0.01%––
Royal Bank of Canada105,588$4.33M0.00%––
Swaine & Leidel Wealth Services, LLC104,327$4.28M2.76%––
HighTower Advisors, LLC102,616$4.21M0.01%––
Price T Rowe Associates Inc98,862$4.05M0.00%––
CWM, LLC86,415$4.00M0.03%––
BNP Paribas Arbitrage, SA95,522$3.92M0.01%––
Los Angeles Capital Management LLC93,747$3.85M0.02%––
Oppenheimer & Co Inc93,291$3.83M0.08%––
State of New Jersey Common Pension Fund D91,672$3.76M0.01%––
Gamco Investors, Inc. Et Al89,709$3.68M0.03%––
State of Alaska, Department of Revenue87,410$3.58M0.04%––
Cubist Systematic Strategies, LLC86,771$3.56M0.05%––
Gateway Investment Advisers LLC80,949$3.32M0.04%––
Invenomic Capital Management LP79,553$3.26M1.58%––
Treasurer of the State of North Carolina79,449$3.26M0.02%––
Eaton Vance Management78,223$3.21M0.00%––
Storebrand Asset Management AS77,450$3.18M0.02%––
Qube Research & Technologies Ltd75,975$3.12M0.05%––
Ameritas Investment Partners, Inc.73,847$2.94M0.11%––
Edmp, Inc.71,570$2.94M3.11%––
Alaska Permanent Fund Corp69,800$2.86M0.05%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys69,575$2.85M0.04%––
AMP Capital Investors Ltd69,145$2.84M0.01%––
Raymond James Financial Services Advisors, Inc.67,310$2.76M0.01%––
Miller Howard Investments Inc67,214$2.76M0.12%––
Empowered Funds, LLC77,492$2.71M0.52%––
Marshall Wace North America L.P.65,758$2.70M0.01%––
Martingale Asset Management L P65,293$2.68M0.03%––
Advisor Group Holdings, Inc.62,869$2.58M0.01%––
Arizona State Retirement System60,093$2.46M0.02%––
Macquarie Group Ltd59,500$2.44M0.00%––
Standard Life Aberdeen plc56,342$2.31M0.01%––
Marshall Wace, LLP55,660$2.28M0.01%––
Louisiana State Employees Retirement System54,200$2.22M0.06%––
STRS Ohio52,534$2.15M0.01%––
Gries Financial LLC46,710$2.14M0.68%––
Vident Investment Advisory, LLC51,059$2.09M0.07%––
SG Americas Securities, LLC50,870$2.09M0.01%––
Alberta Investment Management Corp49,600$2.03M0.02%––
Oppenheimer Asset Management Inc.49,274$2.02M0.03%––
Keeley-Teton Advisors, LLC49,271$2.02M0.21%––
Jane Street Group, LLC47,590$1.95M0.01%––
DnB Asset Management AS47,472$1.95M0.01%––
Korea Investment CORP46,900$1.92M0.01%––
Nomura Asset Management Co Ltd46,331$1.90M0.01%––
Two Sigma Advisers, LP45,324$1.86M0.01%––
Caisse de Depot Et Placement du Quebec44,755$1.83M0.00%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.44,227$1.81M0.01%––
Northwest & Ethical Investments L.P.44,050$1.81M0.06%––
Meritage Portfolio Management43,828$1.80M0.12%––
Citadel Advisors LLC43,753$1.79M0.00%––
The PNC Financial Services Group, Inc.43,246$1.77M0.00%––
Catalyst Capital Advisors LLC42,960$1.76M0.10%––
LPL Financial LLC42,503$1.74M0.00%––
Eagle Asset Management Inc42,084$1.74M0.01%––
A. D. Beadell Investment Counsel, Inc.42,025$1.72M1.16%––
Hantz Financial Services, Inc.40,374$1.66M0.07%––
Utah Retirement Systems39,838$1.63M0.02%––
Gulf International Bank (UK) Ltd39,658$1.63M0.02%––
SEI Investments Co41,265$1.62M0.00%––
Man Group plc39,500$1.62M0.01%––
Metropolitan Life Insurance Co39,429$1.62M0.02%––
Optimal Asset Management, Inc.38,803$1.59M0.21%––
HRT Financial LP38,324$1.57M0.02%––
Panagora Asset Management Inc38,096$1.56M0.01%––
Hartford Investment Management Co37,464$1.54M0.04%––
Ellis Investment Partners, LLC37,390$1.53M0.43%––
New Mexico Educational Retirement Board36,500$1.50M0.06%––
Candriam Luxembourg S.C.A.43,985$1.48M0.01%––
Fuller & Thaler Asset Management, Inc.35,795$1.47M0.01%––
Meeder Asset Management Inc35,347$1.45M0.07%––
Northwestern Mutual Investment Management Company, LLC34,788$1.43M0.02%––
British Columbia Investment Management Corp34,170$1.40M0.01%––
Boenning & Scattergood, Inc.33,782$1.39M0.26%––
Investors Research Corp33,125$1.36M0.51%––
Janus Henderson Group PLC32,484$1.33M0.00%––
D. E. Shaw & Co., Inc.31,569$1.29M0.00%––
Advisory Services Network, LLC30,732$1.26M0.05%––
USS Investment Management Ltd30,072$1.23M0.01%––
Private Advisor Group, LLC29,933$1.23M0.01%––
Coastline Trust Co29,866$1.23M0.16%––