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