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Livermore
Livermore
ZHEN

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
Wesbanco Bank Inc8,300$384.0K0.01%−450−5.1%Reduced
Nordea Investment Management AB8,161$378.0K0.00%−14,051−63.3%Reduced
CIBC Asset Management Inc8,155$378.0K0.00%+14+0.2%Added
Mercer Global Advisors Inc8,106$375.0K0.00%+1,919+31.0%Added
Laurion Capital Management LP8,100$375.0K0.01%+8,100New
Haverford Trust Co8,002$371.0K0.00%−1,300−14.0%Reduced
Capital Asset Advisory Services LLC7,916$367.0K0.04%+7,916New
Cullen/Frost Bankers, Inc.7,854$364.0K0.01%+354+4.7%Added
Blair William & Co7,816$362.0K0.00%00.0%Unchanged
Davenport & Co LLC7,770$360.0K0.00%00.0%Unchanged
Sonora Investment Management, LLC7,760$359.0K0.05%−25−0.3%Reduced
Venture Visionary Partners LLC7,731$358.0K0.03%00.0%Unchanged
Regentatlantic Capital LLC7,576$351.0K0.01%−110−1.4%Reduced
QS Investors, LLC7,510$348.0K0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,418$344.0K0.00%+7,418New
Glenview Trust Co7,400$343.0K0.01%00.0%Unchanged
Virtue Capital Management, LLC7,353$341.0K0.07%+7,353New
Deprince Race & Zollo Inc7,220$334.0K0.01%−2,200−23.4%Reduced
Public Sector Pension Investment Board7,199$333.0K0.00%+7,199New
Bell Bank7,117$330.0K0.04%00.0%Unchanged
JustInvest LLC7,009$325.0K0.03%+7,009New
NorthCoast Asset Management LLC6,956$322.0K0.01%+6,956New
Sabal Trust CO6,900$320.0K0.02%00.0%Unchanged
First Citizens Bank & Trust Co6,800$315.0K0.01%−645−8.7%Reduced
Gladstone Institutional Advisory LLC6,802$315.0K0.04%+6,802New
Quantedge Capital Pte Ltd6,600$306.0K0.15%+6,600New
Avantax Advisory Services, Inc.6,573$305.0K0.01%−5−0.1%Reduced
Cigna Investments Inc6,531$302.0K0.02%−900−12.1%Reduced
Garrison Point Advisors, LLC6,500$301.0K0.22%00.0%Unchanged
Calton & Associates, Inc.6,442$298.0K0.06%−72−1.1%Reduced
Stephens Inc6,428$298.0K0.00%+34+0.5%Added
Fulton Bank, N.A.6,420$297.0K0.01%+673+11.7%Added
Advisor Partners LLC6,353$294.0K0.02%−60−0.9%Reduced
Wiley Bros.-Aintree Capital, LLC6,300$292.0K0.19%00.0%Unchanged
Hancock Whitney Corp6,270$290.0K0.01%+306+5.1%Added
Gilbert & Cook, Inc.6,225$288.0K0.05%+6,225New
Acadian Asset Management LLC6,192$287.0K0.00%+6,192New
Gratus Capital LLC6,163$285.0K0.03%−130−2.1%Reduced
Vontobel Holding Ltd.6,064$282.0K0.00%+6,064New
Beirne Wealth Consulting Services, LLC6,000$280.0K0.15%00.0%Unchanged
Eqis Capital Management, Inc.6,014$278.0K0.02%−18−0.3%Reduced
Boston Family Office LLC6,000$278.0K0.02%00.0%Unchanged
Regions Financial Corp5,949$276.0K0.00%+390+7.0%Added
Hennion & Walsh Asset Management, Inc.5,846$271.0K0.01%+46+0.8%Added
IBM Retirement Fund5,807$269.0K0.02%−1,012−14.8%Reduced
BKD Wealth Advisors, LLC5,813$269.0K0.01%−587−9.2%Reduced
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH5,758$267.0K0.03%−219−3.7%Reduced
BDO Wealth Advisors, LLC5,772$267.0K0.03%+1,292+28.8%Added
Meiji Yasuda Asset Management Co Ltd.5,770$267.0K0.01%+5,770New
Baker Ellis Asset Management LLC5,750$266.0K0.05%00.0%Unchanged
Murphy Capital Management Inc5,725$265.0K0.03%00.0%Unchanged
RKL Wealth Management LLC5,675$263.0K0.03%+5,675New
Kendall Capital Management5,655$262.0K0.15%−200−3.4%Reduced
Ferguson Wellman Capital Management, Inc5,608$260.0K0.01%−5−0.1%Reduced
Doliver Advisors, LP5,595$259.0K0.09%00.0%Unchanged
Ci Investments Inc.5,461$253.0K0.00%−97−1.7%Reduced
Penn Mutual Asset Management, LLC5,375$249.0K0.31%−560−9.4%Reduced
Moneta Group Investment Advisors LLC5,377$249.0K0.01%+5,377New
Hoylecohen, LLC5,364$248.0K0.02%00.0%Unchanged
Wrapmanager Inc5,265$244.0K0.06%+187+3.7%Added
Moody National Bank Trust Division5,092$236.0K0.00%−246−4.6%Reduced
Teza Capital Management LLC5,071$235.0K0.04%+5,071New
Quadrant Private Wealth Management, LLC4,994$231.0K0.09%00.0%Unchanged
Arcus Capital Partners, LLC4,941$229.0K0.11%+32+0.7%Added
Schonfeld Strategic Advisors LLC4,800$222.0K0.00%+4,800New
Key Financial Inc4,783$220.0K0.12%00.0%Unchanged
Avantax Planning Partners, Inc.4,686$217.0K0.01%+4,686New
Procyon Private Wealth Partners, LLC4,617$214.0K0.06%+4,617New
Beacon Investment Advisory Services, Inc.4,575$212.0K0.01%+4,575New
Kestra Advisory Services, LLC4,585$212.0K0.00%+4,585New
Cobblestone Capital Advisors LLC4,500$208.0K0.01%−625−12.2%Reduced
Beaton Management Co. Inc.4,500$208.0K0.13%+4,500New
State of Wyoming4,438$206.0K0.13%+4,438New
Woodward Diversified Capital, LLC4,427$205.0K0.12%+4,427New
Prime Capital Investment Advisors, LLC4,353$202.0K0.01%+4,035+1,268.9%Added
Hartford Financial Management Inc.3,755$174.0K0.04%00.0%Unchanged
Banque Cantonale Vaudoise3,700$172.0K0.01%00.0%Unchanged
Hoover Financial Advisors, Inc.3,702$171.0K0.03%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,702$171.0K0.00%00.0%Unchanged
Signaturefd, LLC3,689$171.0K0.01%+922+33.3%Added
Webster Bank, N. A.3,664$170.0K0.02%00.0%Unchanged
Proequities, Inc.3,631$169.0K0.01%+2,843+360.8%Added
Lindbrook Capital, LLC3,512$163.0K0.04%00.0%Unchanged
Vestcor Inc3,499$162.0K0.01%+3,499New
IFP Advisors, Inc3,400$159.0K0.00%+1,589+87.7%Added
Central Trust Co3,250$151.0K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.3,237$150.0K0.04%00.0%Unchanged
Carolinas Wealth Consulting LLC3,000$140.0K0.03%00.0%Unchanged
Valley National Advisers Inc2,916$135.0K0.02%00.0%Unchanged
Dividend Assets Capital, LLC2,551$118.0K0.02%00.0%Unchanged
BBVA USA2,465$114.0K0.01%+2,465New
Group One Trading, L.P.2,449$113.0K0.00%+670+37.7%Added
Livforsakringsbolaget Skandia, Omsesidigt2,400$111.0K0.01%00.0%Unchanged
MCF Advisors LLC2,250$104.0K0.01%00.0%Unchanged
McCarthy Asset Management, Inc.2,250$104.0K0.07%00.0%Unchanged
First Horizon Advisors, Inc.2,198$101.0K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC2,182$101.0K0.02%+6+0.3%Added
Deseret Mutual Benefit Administrators1,922$89.0K0.02%+1,922New
AdvisorNet Financial, Inc1,875$87.0K0.01%+1,875New
Exane Derivatives1,840$84.1K0.02%−104−5.3%Reduced