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 |
|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 8,327 | $386.0K | 0.00% | +1,558+23.0% | Added |
| Camden National Bank | 8,450 | $391.0K | 0.07% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 8,576 | $397.0K | 0.01% | 00.0% | Unchanged |
| Schroder Investment Management Group | 8,666 | $401.0K | 0.00% | +6,448+290.7% | Added |
| SkyView Investment Advisors, LLC | 10,022 | $411.0K | 0.19% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 9,135 | $423.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 9,165 | $425.0K | 0.02% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 9,250 | $428.0K | 0.00% | +9,250 | New |
| Bailard, Inc. | 9,259 | $429.0K | 0.01% | −5,128−35.6% | Reduced |
| First Manhattan Co | 9,500 | $439.0K | 0.00% | +9,115+2,367.5% | Added |
| Greenleaf Trust | 9,598 | $444.0K | 0.01% | +50+0.5% | Added |
| Chesley Taft & Associates LLC | 9,600 | $445.0K | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 9,643 | $447.0K | 0.01% | +9,643 | New |
| American Portfolios Advisors | 9,684 | $448.5K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 9,601 | $453.0K | 0.10% | −2,461−20.4% | Reduced |
| Grandview Asset Management LLC | 9,846 | $456.0K | 0.25% | −4,525−31.5% | Reduced |
| Veritable, L.P. | 9,869 | $457.0K | 0.01% | −1,249−11.2% | Reduced |
| TL Private Wealth | 9,935 | $460.0K | 0.27% | 00.0% | Unchanged |
| Needham Investment Management LLC | 10,000 | $463.0K | 0.07% | 00.0% | Unchanged |
| Salient Capital Advisors, LLC | 10,162 | $471.0K | 0.02% | +10,162 | New |
| Chiron Investment Management, LLC | 10,167 | $471.0K | 0.06% | +10,167 | New |
| World Asset Management Inc | 10,665 | $494.0K | 0.05% | −539−4.8% | Reduced |
| Cadence Bank NA | 10,975 | $508.0K | 0.15% | +214+2.0% | Added |
| HBK Sorce Advisory LLC | 10,983 | $509.0K | 0.03% | +6+0.1% | Added |
| Jackson Creek Investment Advisors LLC | 10,994 | $509.0K | 0.19% | +10,994 | New |
| Godshalk Welsh Capital Management, Inc. | 11,400 | $517.0K | 0.33% | −250−2.1% | Reduced |
| Creative Planning | 11,204 | $519.0K | 0.00% | −1,513−11.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,407 | $528.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 11,484 | $532.0K | 0.24% | −962−7.7% | Reduced |
| Costello Asset Management, INC | 11,638 | $539.0K | 0.35% | −1,956−14.4% | Reduced |
| Shelton Capital Management | 11,636 | $539.0K | 0.02% | 00.0% | Unchanged |
| Tdam USA Inc. | 11,893 | $547.0K | 0.03% | −63−0.5% | Reduced |
| Coe Capital Management, LLC | 11,814 | $547.0K | 0.52% | 00.0% | Unchanged |
| Shell Asset Management Co | 11,942 | $553.0K | 0.01% | −5,856−32.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,116 | $561.0K | 0.00% | −1,095−8.3% | Reduced |
| Horizon Investment Services, LLC | 12,551 | $581.0K | 0.29% | +2,735+27.9% | Added |
| Cipher Capital LP | 12,767 | $591.0K | 0.33% | −5,751−31.1% | Reduced |
| US Bancorp | 13,100 | $606.0K | 0.00% | +828+6.7% | Added |
| Sawtooth Solutions, LLC | 13,108 | $607.0K | 0.12% | +1,757+15.5% | Added |
| Williams Jones Wealth Management, LLC. | 13,542 | $627.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 13,995 | $648.0K | 0.05% | −2,220−13.7% | Reduced |
| AlphaCrest Capital Management LLC | 14,186 | $657.0K | 0.03% | −2,045−12.6% | Reduced |
| Hyman Charles D | 14,212 | $658.0K | 0.05% | −3,600−20.2% | Reduced |
| Rockefeller Capital Management L.P. | 14,549 | $673.0K | 0.00% | −4,340−23.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 14,699 | $681.0K | 0.06% | +7,545+105.5% | Added |
| Elo Mutual Pension Insurance Co | 14,796 | $685.0K | 0.02% | −491−3.2% | Reduced |
| Captrust Financial Advisors | 14,783 | $690.0K | 0.01% | −334−2.2% | Reduced |
| Jefferies Group LLC | 15,000 | $694.6K | 0.01% | +15,000 | New |
| Millennium Management LLC | 15,529 | $719.0K | 0.00% | +15,529 | New |
| Wetherby Asset Management Inc | 15,637 | $724.0K | 0.04% | +15,637 | New |
| Maryland State Retirement & Pension System | 15,926 | $732.0K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 15,903 | $736.0K | 0.19% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16,723 | $773.0K | 0.00% | +9,995+148.6% | Added |
| First Mercantile Trust Co | 17,225 | $798.0K | 0.09% | +5,696+49.4% | Added |
| Ontario Teachers Pension Plan Board | 17,381 | $805.0K | 0.01% | +1,896+12.2% | Added |
| Arvest Bank Trust Division | 17,509 | $811.0K | 0.04% | +1,714+10.9% | Added |
| Allstate Corp | 17,572 | $814.0K | 0.03% | −1,602−8.4% | Reduced |
| Donald L. Hagan, LLC | 17,734 | $821.0K | 0.48% | +1,361+8.3% | Added |
| Carnegie Capital Asset Management, LLC | 18,212 | $843.0K | 0.03% | −3,253−15.2% | Reduced |
| Achmea Investment Management B.V. | 18,341 | $849.0K | 0.03% | +11,334+161.8% | Added |
| Two Sigma Advisers, LP | 18,600 | $861.0K | 0.00% | −26,724−59.0% | Reduced |
| Tower Research Capital LLC (TRC) | 18,913 | $876.0K | 0.02% | +9,996+112.1% | Added |
| Engineers Gate Manager LP | 19,002 | $880.0K | 0.06% | +3,312+21.1% | Added |
| CWM Advisors, LLC | 19,038 | $882.0K | 0.12% | +19,038 | New |
| Securian Asset Management, Inc | 19,180 | $888.0K | 0.02% | −477−2.4% | Reduced |
| Geneos Wealth Management Inc. | 19,109 | $890.0K | 0.03% | −898−4.5% | Reduced |
| Profund Advisors LLC | 19,231 | $892.0K | 0.03% | −64−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 19,406 | $899.0K | 0.01% | +12,448+178.9% | Added |
| ARGI Investment Services, LLC | 19,876 | $920.0K | 0.03% | +135+0.7% | Added |
| Prudential PLC | 20,234 | $937.0K | 0.01% | +20,234 | New |
| TD Asset Management Inc | 21,045 | $968.0K | 0.00% | +3,199+17.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,273 | $985.0K | 0.02% | +21,273 | New |
| Krane Funds Advisors LLC | 22,167 | $1.03M | 0.03% | +2,813+14.5% | Added |
| Ashton Thomas Private Wealth, LLC | 22,216 | $1.03M | 0.16% | +718+3.3% | Added |
| Seven Eight Capital, LP | 22,400 | $1.04M | 0.15% | +22,400 | New |
| Los Angeles Capital Management LLC | 22,551 | $1.04M | 0.00% | −71,196−75.9% | Reduced |
| Nissay Asset Management Corp | 22,752 | $1.05M | 0.01% | −1,258−5.2% | Reduced |
| Seeyond | 23,273 | $1.08M | 0.10% | +104+0.4% | Added |
| Edgemoor Investment Advisors, Inc. | 23,680 | $1.10M | 0.10% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 23,982 | $1.11M | 0.00% | −268,728−91.8% | Reduced |
| Xponance, Inc. | 24,556 | $1.14M | 0.02% | +2,651+12.1% | Added |
| Hussman Strategic Advisors, Inc. | 25,000 | $1.16M | 0.24% | 00.0% | Unchanged |
| KBC Group NV | 25,030 | $1.16M | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 25,136 | $1.16M | 0.15% | +5,086+25.4% | Added |
| Susquehanna International Group, LLP | 25,334 | $1.17M | 0.00% | +20,321+405.4% | Added |
| Argyle Capital Management Inc. | 25,650 | $1.19M | 0.38% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 25,842 | $1.20M | 0.05% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 26,351 | $1.22M | 0.20% | +1,383+5.5% | Added |
| Advisors Asset Management, Inc. | 26,474 | $1.23M | 0.02% | +3,172+13.6% | Added |
| MD Financial Management Inc. | 26,618 | $1.23M | 0.04% | +26,618 | New |
| Coastline Trust Co | 26,701 | $1.24M | 0.15% | −3,165−10.6% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 27,000 | $1.25M | 0.01% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 27,321 | $1.26M | 0.64% | +2,133+8.5% | Added |
| Aurora Investment Counsel | 28,246 | $1.31M | 0.91% | +469+1.7% | Added |
| Icon Advisers Inc | 28,295 | $1.31M | 0.21% | +12,195+75.7% | Added |
| Natixis Advisors, L.P. | 28,658 | $1.33M | 0.01% | +642+2.3% | Added |
| Mork Capital Management, LLC | 29,000 | $1.34M | 0.97% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 29,105 | $1.35M | 0.03% | +235+0.8% | Added |
| Cubist Systematic Strategies, LLC | 29,495 | $1.37M | 0.02% | −57,276−66.0% | Reduced |
| Pacer Advisors, Inc. | 29,679 | $1.37M | 0.02% | +7,446+33.5% | Added |