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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, 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.

Institutional holdersQ2 2021: 502 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 heldQ2 2021: $7.88B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2021.

Institutions holding UGI in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
American International Group, Inc.371,956––−7,203−1.9%Reduced
Harel Insurance Investments & Financial Services Ltd.579––+579New
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund0$00.00%−203,172−100.0%Sold out
SIR Capital Management, L.P.0$00.00%−172,300−100.0%Sold out
Two Sigma Investments, LP0$00.00%−111,423−100.0%Sold out
Invenomic Capital Management LP0$00.00%−79,553−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−75,975−100.0%Sold out
Alaska Permanent Fund Corp0$00.00%−69,800−100.0%Sold out
Empowered Funds, LLC0$00.00%−77,492−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−65,758−100.0%Sold out
Marshall Wace, LLP0$00.00%−55,660−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−44,755−100.0%Sold out
Meritage Portfolio Management0$00.00%−43,828−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−31,569−100.0%Sold out
CIBC World Markets Corp0$00.00%−22,393−100.0%Sold out
Nomura Holdings Inc0$00.00%−22,000−100.0%Sold out
Twin Tree Management, LP0$00.00%−20,716−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−12,136−100.0%Sold out
Quantbot Technologies LP0$00.00%−11,685−100.0%Sold out
Quadrature Capital Ltd0$00.00%−8,749−100.0%Sold out
Aigen Investment Management, LP0$00.00%−8,415−100.0%Sold out
Natixis0$00.00%−8,020−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−7,960−100.0%Sold out
GW Henssler & Associates Ltd0$00.00%−7,017−100.0%Sold out
Ingalls & Snyder LLC0$00.00%−6,520−100.0%Sold out
Capital Bank & Trust Co0$00.00%−6,300−100.0%Sold out
Sowell Financial Services LLC0$00.00%−5,659−100.0%Sold out
Paloma Partners Management Co0$00.00%−6,104−100.0%Sold out
Berkshire Asset Management LLC0$00.00%−6,043−100.0%Sold out
Colony Group LLC0$00.00%−5,939−100.0%Sold out
Squarepoint Ops LLC0$00.00%−5,767−100.0%Sold out
Raymond James Trust N.A.0$00.00%−5,712−100.0%Sold out
Laurel Wealth Advisors, Inc.0$00.00%−5,609−100.0%Sold out
Athanor Capital, LP0$00.00%−5,420−100.0%Sold out
Alpha DNA Investment Management LLC0$00.00%−3,759−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−3,528−100.0%Sold out
Forsta Ap-Fonden0$00.00%−3,400−100.0%Sold out
Abundance Wealth Counselors0$00.00%−2,896−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−1,610−100.0%Sold out
AGF Investments LLC0$00.00%−930−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−900−100.0%Sold out
Fiduciary Planning LLC0$00.00%−840−100.0%Sold out
Eudaimonia Partners, LLC0$00.00%−813−100.0%Sold out
Simon Quick Advisors, LLC0$00.00%−725−100.0%Sold out
Motco0$00.00%−478−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−486−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−400−100.0%Sold out
Manchester Financial Inc0$00.00%−318−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−322−100.0%Sold out
Total Clarity Wealth Management, Inc.0$00.00%−318−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−236−100.0%Sold out
Huntington National Bank0$00.00%−173−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−124−100.0%Sold out
Princeton Global Asset Management LLC0$00.00%−95−100.0%Sold out
Evoke Wealth, LLC0$00.00%−101−100.0%Sold out
Wealthcare Capital Management LLC0$00.00%−73−100.0%Sold out
TFC Financial Management0$00.00%−45−100.0%Sold out
RWM Asset Management, LLC0$00.00%−14−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−5−100.0%Sold out
Pinnacle Advisory Group, Inc.––––Not filed
Amundi Asset Management US, Inc.––––Not filed
Swaine & Leidel Wealth Services, LLC––––Not filed
Bokf, NA––––Not filed
Camden National Bank––––Not filed
Integer Wealth Advisors Group LLC––––Not filed
Tompkins Financial Corp––––Not filed