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, Q2 2021
Institutional positions in Ugi Corp as of Jun 30, 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
- 502
- +11 vs. Q1 2021
- Shares held
- 170.5M
- +4.77M (+2.9%) vs. Q1 2021
- Total value
- $7.88B
- +$1.12B (+16.5%) vs. Q1 2021
- New holders
- 68
- 169 more added
- Sold out
- 57
- 140 more reduced
7 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 625 | $7.02B |
| Q1 2026 | 597 | $7.07B |
| Q4 2025 | 613 | $7.46B |
| Q3 2025 | 569 | $6.53B |
| Q2 2025 | 594 | $7.16B |
| Q1 2025 | 565 | $6.44B |
| Q4 2024 | 510 | $5.59B |
| Q3 2024 | 476 | $4.55B |
| Q2 2024 | 464 | $4.19B |
| Q1 2024 | 446 | $4.26B |
| Q4 2023 | 444 | $4.24B |
| Q3 2023 | 444 | $3.95B |
| Q2 2023 | 486 | $4.66B |
| Q1 2023 | 525 | $6.04B |
| Q4 2022 | 540 | $6.54B |
| Q3 2022 | 510 | $5.57B |
| Q2 2022 | 532 | $6.65B |
| Q1 2022 | 537 | $6.31B |
| Q4 2021 | 564 | $7.76B |
| Q3 2021 | 512 | $7.21B |
| Q2 2021 | 502 | $7.88B |
| Q1 2021 | 498 | $6.78B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 10 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Brown Brothers Harriman & Co | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $2.00K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 48 | $2.22K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 81 | $4.00K | 0.00% | −129−61.4% | Reduced |
| TD Private Client Wealth LLC | 88 | $4.08K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 109 | $5.00K | 0.00% | +109 | New |
| Sargent Bickham Lagudis LLC | 159 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 153 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 150 | $7.00K | 0.00% | +11+7.9% | Added |
| FinTrust Capital Advisors, LLC | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 169 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 159 | $7.00K | 0.01% | +159 | New |
| Bartlett & Co. Wealth Management LLC | 163 | $7.61K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 163 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 172 | $8.00K | 0.00% | +1+0.6% | Added |
| Hexagon Capital Partners LLC | 175 | $8.00K | 0.00% | +175 | New |
| TCI Wealth Advisors, Inc. | 193 | $9.00K | 0.00% | +25+14.9% | Added |
| Wealth Quarterback LLC | 175 | $9.00K | 0.01% | +175 | New |
| Blume Capital Management, Inc. | 223 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 224 | $10.0K | 0.00% | −9−3.9% | Reduced |
| Loomis Sayles & Co L P | 224 | $10.0K | 0.00% | +224 | New |
| Freedman Financial Associates, Inc. | 233 | $11.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 250 | $12.0K | 0.00% | −51−16.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 255 | $12.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 283 | $13.0K | 0.00% | +2+0.7% | Added |
| Bogart Wealth, LLC | 273 | $13.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 302 | $14.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 303 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 328 | $15.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 382 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 398 | $18.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 433 | $20.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 450 | $20.8K | 0.01% | 00.0% | Unchanged |
| Hexavest Inc. | 451 | $21.0K | 0.00% | −190−29.6% | Reduced |
| Ford Financial Group, LLC | 470 | $21.0K | 0.01% | +470 | New |
| North Star Investment Management Corp. | 476 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 475 | $22.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 485 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 483 | $22.0K | 0.01% | +421+679.0% | Added |
| Resources Management Corp | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 562 | $26.0K | 0.00% | +1+0.2% | Added |
| Red Door Wealth Management, LLC | 571 | $26.0K | 0.01% | +571 | New |
| Sageworth Trust Co | 575 | $27.0K | 0.00% | +575 | New |
| Whittier Trust Co | 600 | $28.0K | 0.00% | −868−59.1% | Reduced |
| Spire Wealth Management | 647 | $30.0K | 0.00% | −6,319−90.7% | Reduced |
| Asset Dedication, LLC | 642 | $30.0K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 662 | $31.0K | 0.01% | −34−4.9% | Reduced |
| Better Money Decisions, LLC | 669 | $31.0K | 0.03% | +669 | New |
| Sterling Investment Advisors, Ltd. | 720 | $33.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $33.3K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 864 | $40.0K | 0.02% | 00.0% | Unchanged |
| Hudock, Inc. | 900 | $41.0K | 0.01% | −55−5.8% | Reduced |
| Cutler Group LP | 943 | $43.0K | 0.00% | +200+26.9% | Added |
| Denali Advisors LLC | 932 | $43.0K | 0.02% | +847+996.5% | Added |
| Caldwell Trust Co | 932 | $43.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 942 | $44.0K | 0.00% | −168−15.1% | Reduced |
| Baldwin Brothers Inc | 956 | $44.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 940 | $44.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,019 | $47.0K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1,053 | $49.0K | 0.01% | −1,038−49.6% | Reduced |
| Quadrant Capital Group LLC | 1,102 | $51.0K | 0.01% | −858−43.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $51.0K | 0.00% | +1,102 | New |
| Security National Trust Co | 1,100 | $51.0K | 0.01% | +1,100 | New |
| PNC Managed Account Solutions, Inc. | 1,127 | $52.0K | 0.01% | +1,127 | New |
| Arlington Partners LLC | 1,142 | $53.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,198 | $56.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,234 | $57.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,242 | $58.0K | 0.00% | +1,242 | New |
| Concord Wealth Partners | 1,274 | $59.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,290 | $60.0K | 0.06% | +1,290 | New |
| Duncker Streett & Co Inc | 1,500 | $69.0K | 0.01% | +1,445+2,627.3% | Added |
| Massmutual Trust Co FSB | 1,523 | $71.0K | 0.00% | −22−1.4% | Reduced |
| Van Eck Associates Corp | 1,594 | $74.0K | 0.00% | +1,594 | New |
| Steward Partners Investment Advisory, LLC | 1,618 | $75.0K | 0.00% | −3,936−70.9% | Reduced |
| Harbour Investments, Inc. | 1,622 | $75.0K | 0.00% | +77+5.0% | Added |
| Parallel Advisors, LLC | 1,667 | $77.0K | 0.00% | +91+5.8% | Added |
| Rosenberg Matthew Hamilton | 1,728 | $80.0K | 0.04% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,778 | $82.0K | 0.01% | −42−2.3% | Reduced |