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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.

Q3 2021 vs. Q2 2021

How the institutions holding Ugi Corp changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of UGI: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders5029512+19
Shares170.5M222.3K169.2M−1.01M (−0.6%)
Value$7.88B$10.3M$7.21B−$654.7M (−8.3%)

9 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Ugi Corp at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to UGI in Q3 2021
InstitutionSharesValue% of portfolio
Zurcher Kantonalbank (Zurich Cantonalbank)294,587$12.6M0.07%
Skandinaviska Enskilda Banken AB (publ)268,057$11.4M0.06%
Qube Research & Technologies Ltd256,643$10.9M0.14%
Renaissance Technologies LLC199,053$8.48M0.01%
Swaine & Leidel Wealth Services, LLC109,253$4.66M4.11%
Pictet Asset Management SA98,806$4.21M0.00%
Duality Advisers, LP89,641$3.82M0.29%
Ergoteles LLC79,104$3.37M0.12%
Cambria Investment Management, L.P.73,429$3.13M0.57%
Invenomic Capital Management LP72,670$3.10M1.10%
Natixis34,294$1.46M0.01%
ExodusPoint Capital Management, LP28,173$1.20M0.02%
Unigestion Holding SA26,328$1.12M0.05%
Bokf, NA23,783$1.01M0.02%
Occudo Quantitative Strategies LP22,039$939.0K0.11%
Polar Asset Management Partners Inc.21,640$922.0K0.01%
Susquehanna Fundamental Investments, LLC21,454$914.0K0.02%
Monarch Partners Asset Management LLC19,540$833.0K0.12%
Fort Washington Investment Advisors Inc17,000$725.0K0.00%
Echo Street Capital Management LLC13,864$591.0K0.00%
Beacon Financial Group12,926$556.0K0.08%
Voloridge Investment Management, LLC12,222$521.0K0.00%
Marshall Wace, LLP11,844$505.0K0.00%
Healthcare of Ontario Pension Plan Trust Fund11,639$496.0K0.00%
Grantham, Mayo, Van Otterloo & Co. LLC10,703$456.0K0.00%
IFG Advisory, LLC10,322$439.0K0.05%
Magnetar Financial LLC8,954$382.0K0.00%
Marshall Wace North America L.P.8,869$378.0K0.00%
Squarepoint Ops LLC6,785$289.0K0.00%
National Asset Management, Inc.6,593$283.0K0.01%
Point72 Hong Kong Ltd6,637$283.0K0.02%
Johnson Financial Group, Inc.5,422$231.0K0.02%
Hendley & Co Inc5,140$219.0K0.08%
AXS Investments LLC4,971$212.0K0.08%
Commerce Bank4,945$211.0K0.00%
Pathstone Family Office, LLC4,834$207.0K0.01%
Tompkins Financial Corp2,924$125.0K0.02%
Walleye Trading LLC2,059$88.0K0.00%
PEAK6 Investments LLC1,378$59.0K0.00%
Twin Tree Management, LP1,002$43.0K0.00%
Credit Agricole S A700$30.0K0.00%
Koshinski Asset Management, Inc.408$17.4K0.00%
Benjamin Edwards Inc344$15.0K0.01%
Kowal Investment Group, LLC329$14.0K0.00%
Meridian Wealth Partners, LLC236$10.0K0.00%
Bell Investment Advisors, Inc240$10.0K0.00%
Total Clarity Wealth Management, Inc.191$8.00K0.00%
Cribstone Capital Management, LLC150$6.00K0.00%
Guidance Point Advisors, LLC136$5.00K0.00%
West Paces Advisors Inc.105$4.47K0.00%
Capital Analysts, LLC63$3.00K0.00%
Certified Advisory Corp37$2.00K0.00%
RWM Asset Management, LLC14$1.00K0.00%
Allworth Financial LP4$00.00%
Systematic Alpha Investments, LLC1$00.00%

Sold out (36)

Institutions that held Ugi Corp at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of UGI in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Verition Fund Management LLC128,886$5.97M
Hartford Investment Management Co51,503$2.38M
Connor, Clark & Lunn Investment Management Ltd.47,996$2.22M
Walleye Capital LLC40,846$1.89M
Gsa Capital Partners LLP40,264$1.86M
Engineers Gate Manager LP19,002$880.0K
Two Sigma Advisers, LP18,600$861.0K
Salient Capital Advisors, LLC10,162$471.0K
Chiron Investment Management, LLC10,167$471.0K
Grandview Asset Management LLC9,846$456.0K
Laurion Capital Management LP8,100$375.0K
Deprince Race & Zollo Inc7,220$334.0K
Public Sector Pension Investment Board7,199$333.0K
NorthCoast Asset Management LLC6,956$322.0K
Gladstone Institutional Advisory LLC6,802$315.0K
Hancock Whitney Corp6,270$290.0K
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH5,758$267.0K
RKL Wealth Management LLC5,675$263.0K
Teza Capital Management LLC5,071$235.0K
Schonfeld Strategic Advisors LLC4,800$222.0K
Beacon Investment Advisory Services, Inc.4,575$212.0K
Cobblestone Capital Advisors LLC4,500$208.0K
Beaton Management Co. Inc.4,500$208.0K
Prime Capital Investment Advisors, LLC4,353$202.0K
Neo Ivy Capital Management1,290$60.0K
WealthShield Partners, LLC1,000$46.0K
Red Door Wealth Management, LLC571$26.0K
Hexavest Inc.451$21.0K
Ford Financial Group, LLC470$21.0K
Estabrook Capital Management303$14.0K
Bogart Wealth, LLC273$13.0K
Arkadios Wealth Advisors172$8.00K
Enterprise Financial Services Corp100$5.00K
Selective Wealth Management, Inc.111$5.00K
Strategic Blueprint, LLC32$1.00K
Harel Insurance Investments & Financial Services Ltd.579–

Not filed for Q3 2021 yet (9)

Institutions that held Ugi Corp at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Pictet Asset Management Ltd98,860$4.58M
CWM, LLC86,415$4.00M
Cipher Capital LP12,767$591.0K
Coe Capital Management, LLC11,814$547.0K
QS Investors, LLC7,510$348.0K
Hoover Financial Advisors, Inc.3,702$171.0K
PNC Managed Account Solutions, Inc.1,127$52.0K
Elmwood Wealth Management, Inc.109$5.00K
First Horizon Corp12$0