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 |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 1,778 | $82.0K | 0.01% | −42−2.3% | Reduced |
| Rosenberg Matthew Hamilton | 1,728 | $80.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,667 | $77.0K | 0.00% | +91+5.8% | Added |
| 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 |
| Van Eck Associates Corp | 1,594 | $74.0K | 0.00% | +1,594 | New |
| Massmutual Trust Co FSB | 1,523 | $71.0K | 0.00% | −22−1.4% | Reduced |
| Duncker Streett & Co Inc | 1,500 | $69.0K | 0.01% | +1,445+2,627.3% | Added |
| Neo Ivy Capital Management | 1,290 | $60.0K | 0.06% | +1,290 | New |
| Concord Wealth Partners | 1,274 | $59.0K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 1,242 | $58.0K | 0.00% | +1,242 | New |
| FourThought Financial, LLC | 1,234 | $57.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,198 | $56.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,142 | $53.0K | 0.02% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 1,127 | $52.0K | 0.01% | +1,127 | New |
| 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 |
| Longfellow Investment Management Co LLC | 1,053 | $49.0K | 0.01% | −1,038−49.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,019 | $47.0K | 0.01% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 1,000 | $46.0K | 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 |
| Caldwell Trust Co | 932 | $43.2K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 943 | $43.0K | 0.00% | +200+26.9% | Added |
| Denali Advisors LLC | 932 | $43.0K | 0.02% | +847+996.5% | Added |
| Hudock, Inc. | 900 | $41.0K | 0.01% | −55−5.8% | Reduced |
| Norway Savings Bank | 864 | $40.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $33.3K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 720 | $33.0K | 0.01% | 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 |
| Spire Wealth Management | 647 | $30.0K | 0.00% | −6,319−90.7% | Reduced |
| Asset Dedication, LLC | 642 | $30.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $28.0K | 0.00% | −868−59.1% | Reduced |
| Sageworth Trust Co | 575 | $27.0K | 0.00% | +575 | New |
| 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 |
| Resources Management Corp | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Hexavest Inc. | 451 | $21.0K | 0.00% | −190−29.6% | Reduced |
| Ford Financial Group, LLC | 470 | $21.0K | 0.01% | +470 | New |
| Baron Financial Group, LLC | 450 | $20.8K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 433 | $20.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 400 | $19.0K | 0.00% | 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 |
| Cordasco Financial Network | 328 | $15.0K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 303 | $14.0K | 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 |
| BerganKDV Wealth Management, LLC | 283 | $13.0K | 0.00% | +2+0.7% | Added |
| Bogart Wealth, LLC | 273 | $13.0K | 0.00% | 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 |
| Freedman Financial Associates, Inc. | 233 | $11.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| TCI Wealth Advisors, Inc. | 193 | $9.00K | 0.00% | +25+14.9% | Added |
| Wealth Quarterback LLC | 175 | $9.00K | 0.01% | +175 | New |
| 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 |
| Bartlett & Co. Wealth Management LLC | 163 | $7.61K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| TD Private Client Wealth LLC | 88 | $4.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 81 | $4.00K | 0.00% | −129−61.4% | Reduced |
| 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 |
| Raffa Wealth Management, LLC | 48 | $2.22K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |