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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.

Q2 2021 vs. Q1 2021

How the institutions holding Ugi Corp changed between Q1 2021 and Q2 2021.

All holders in Q2 2021All holders in Q1 2021

13F holders of UGI: Q1 2021 compared with Q2 2021
MeasureQ1 2021Of which not filed for Q2 2021Q2 2021Change
Holders4987502+11
Shares166.2M552.7K170.5M+4.77M (+2.9%)
Value$6.78B$22.7M$7.88B+$1.12B (+16.5%)

7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Ugi Corp at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to UGI in Q2 2021
InstitutionSharesValue% of portfolio
Zacks Investment Management674,568$31.2M0.51%
Amundi319,929$14.8M0.01%
Mn Services Vermogensbeheer B.V.152,900$5.97M0.05%
Assetmark, Inc100,977$4.68M0.02%
Connor, Clark & Lunn Investment Management Ltd.47,996$2.22M0.01%
Walleye Capital LLC40,846$1.89M0.07%
Gsa Capital Partners LLP40,264$1.86M0.21%
Dynamic Technology Lab Private Ltd32,770$1.52M0.15%
Pinebridge Investments, L.P.30,912$1.43M0.02%
MD Financial Management Inc.26,618$1.23M0.04%
Seven Eight Capital, LP22,400$1.04M0.15%
Banco Bilbao Vizcaya Argentaria, S.A.21,273$985.0K0.02%
Prudential PLC20,234$937.0K0.01%
CWM Advisors, LLC19,038$882.0K0.12%
Wetherby Asset Management Inc15,637$724.0K0.04%
Millennium Management LLC15,529$719.0K0.00%
Jefferies Group LLC15,000$694.6K0.01%
Jackson Creek Investment Advisors LLC10,994$509.0K0.19%
Salient Capital Advisors, LLC10,162$471.0K0.02%
Chiron Investment Management, LLC10,167$471.0K0.06%
Cetera Advisor Networks LLC9,643$447.0K0.01%
Boston Trust Walden Corp9,250$428.0K0.00%
Laurion Capital Management LP8,100$375.0K0.01%
Capital Asset Advisory Services LLC7,916$367.0K0.04%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,418$344.0K0.00%
Virtue Capital Management, LLC7,353$341.0K0.07%
Public Sector Pension Investment Board7,199$333.0K0.00%
JustInvest LLC7,009$325.0K0.03%
NorthCoast Asset Management LLC6,956$322.0K0.01%
Gladstone Institutional Advisory LLC6,802$315.0K0.04%
Quantedge Capital Pte Ltd6,600$306.0K0.15%
Gilbert & Cook, Inc.6,225$288.0K0.05%
Acadian Asset Management LLC6,192$287.0K0.00%
Vontobel Holding Ltd.6,064$282.0K0.00%
Meiji Yasuda Asset Management Co Ltd.5,770$267.0K0.01%
RKL Wealth Management LLC5,675$263.0K0.03%
Moneta Group Investment Advisors LLC5,377$249.0K0.01%
Teza Capital Management LLC5,071$235.0K0.04%
Schonfeld Strategic Advisors LLC4,800$222.0K0.00%
Avantax Planning Partners, Inc.4,686$217.0K0.01%
Procyon Private Wealth Partners, LLC4,617$214.0K0.06%
Beacon Investment Advisory Services, Inc.4,575$212.0K0.01%
Kestra Advisory Services, LLC4,585$212.0K0.00%
Beaton Management Co. Inc.4,500$208.0K0.13%
State of Wyoming4,438$206.0K0.13%
Woodward Diversified Capital, LLC4,427$205.0K0.12%
Vestcor Inc3,499$162.0K0.01%
BBVA USA2,465$114.0K0.01%
Deseret Mutual Benefit Administrators1,922$89.0K0.02%
AdvisorNet Financial, Inc1,875$87.0K0.01%
Van Eck Associates Corp1,594$74.0K0.00%
Neo Ivy Capital Management1,290$60.0K0.06%
Altshuler Shaham Ltd1,242$58.0K0.00%
PNC Managed Account Solutions, Inc.1,127$52.0K0.01%
Loring Wolcott & Coolidge Fiduciary Advisors LLP1,102$51.0K0.00%
Security National Trust Co1,100$51.0K0.01%
Better Money Decisions, LLC669$31.0K0.03%
Sageworth Trust Co575$27.0K0.00%
Red Door Wealth Management, LLC571$26.0K0.01%
Ford Financial Group, LLC470$21.0K0.01%
Loomis Sayles & Co L P224$10.0K0.00%
Wealth Quarterback LLC175$9.00K0.01%
Hexagon Capital Partners LLC175$8.00K0.00%
Hoese & Co LLP159$7.00K0.01%
Elmwood Wealth Management, Inc.109$5.00K0.00%
Financial Management Professionals, Inc.45$2.00K0.00%
Strategic Blueprint, LLC32$1.00K0.00%
Harel Insurance Investments & Financial Services Ltd.579––

Sold out (57)

Institutions that held Ugi Corp at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of UGI in Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund203,172$8.33M
SIR Capital Management, L.P.172,300$7.07M
Two Sigma Investments, LP111,423$4.57M
Invenomic Capital Management LP79,553$3.26M
Qube Research & Technologies Ltd75,975$3.12M
Alaska Permanent Fund Corp69,800$2.86M
Empowered Funds, LLC77,492$2.71M
Marshall Wace North America L.P.65,758$2.70M
Marshall Wace, LLP55,660$2.28M
Caisse de Depot Et Placement du Quebec44,755$1.83M
Meritage Portfolio Management43,828$1.80M
D. E. Shaw & Co., Inc.31,569$1.29M
CIBC World Markets Corp22,393$918.0K
Nomura Holdings Inc22,000$903.0K
Twin Tree Management, LP20,716$850.0K
Echo Street Capital Management LLC12,136$498.0K
Quantbot Technologies LP11,685$479.0K
Quadrature Capital Ltd8,749$359.0K
Aigen Investment Management, LP8,415$345.0K
Natixis8,020$329.0K
LS Investment Advisors, LLC7,960$326.0K
GW Henssler & Associates Ltd7,017$288.0K
Ingalls & Snyder LLC6,520$267.0K
Capital Bank & Trust Co6,300$258.0K
Sowell Financial Services LLC5,659$254.0K
Paloma Partners Management Co6,104$250.0K
Berkshire Asset Management LLC6,043$248.0K
Colony Group LLC5,939$244.0K
Squarepoint Ops LLC5,767$237.0K
Raymond James Trust N.A.5,712$235.0K
Laurel Wealth Advisors, Inc.5,609$230.0K
Athanor Capital, LP5,420$222.0K
Alpha DNA Investment Management LLC3,759$154.0K
Wealthcare Advisory Partners LLC3,528$145.0K
Forsta Ap-Fonden3,400$139.0K
Abundance Wealth Counselors2,896$119.0K
Ameritas Investment Company, LLC1,610$66.0K
AGF Investments LLC930$38.0K
Valeo Financial Advisors, LLC900$37.0K
Fiduciary Planning LLC840$34.0K
Eudaimonia Partners, LLC813$33.0K
Simon Quick Advisors, LLC725$29.0K
Motco478$20.0K
International Assets Investment Management, LLC486$18.0K
Skandinaviska Enskilda Banken AB (publ)400$16.0K
Manchester Financial Inc318$13.0K
Northwest Investment Counselors, LLC322$13.0K
Total Clarity Wealth Management, Inc.318$13.0K
Meridian Wealth Partners, LLC236$9.00K
Huntington National Bank173$7.00K
Farmers & Merchants Investments Inc124$5.00K
Princeton Global Asset Management LLC95$4.00K
Evoke Wealth, LLC101$4.00K
Wealthcare Capital Management LLC73$3.00K
TFC Financial Management45$2.00K
RWM Asset Management, LLC14$1.00K
Transamerica Financial Advisors, Inc.5–

Not filed for Q2 2021 yet (7)

Institutions that held Ugi Corp at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q1 2021 that haven't filed for Q2 2021
InstitutionShares, Q1 2021Value, Q1 2021
Pinnacle Advisory Group, Inc.207,684$8.52M
Amundi Asset Management US, Inc.194,163$7.96M
Swaine & Leidel Wealth Services, LLC104,327$4.28M
Bokf, NA29,616$1.22M
Camden National Bank8,450$346.0K
Integer Wealth Advisors Group LLC5,571$233.0K
Tompkins Financial Corp2,924$120.0K