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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, Q3 2021

Institutional positions in Ugi Corp as of Sep 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
512
+19 vs. Q2 2021
Shares held
169.2M
−1.01M (−0.6%) vs. Q2 2021
Total value
$7.21B
−$654.7M (−8.3%) vs. Q2 2021
New holders
55
158 more added
Sold out
36
176 more reduced

9 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 512 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 heldQ3 2021: $7.21B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q2 2021.

Institutions holding UGI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Daiwa Securities Group Inc.9,735$415.0K0.00%+600+6.6%Added
Fieldpoint Private Securities, LLC9,612$410.0K0.09%+11+0.1%Added
Davenport & Co LLC9,409$401.0K0.00%+1,639+21.1%Added
American Portfolios Advisors9,397$400.5K0.02%−287−3.0%Reduced
Bailard, Inc.9,259$395.0K0.01%00.0%Unchanged
Boston Trust Walden Corp9,250$394.0K0.00%00.0%Unchanged
Kendall Capital Management9,249$394.0K0.21%+3,594+63.6%Added
Magnetar Financial LLC8,954$382.0K0.00%+8,954New
Chesley Taft & Associates LLC8,950$381.0K0.02%−650−6.8%Reduced
Hennion & Walsh Asset Management, Inc.8,912$380.0K0.02%+3,066+52.4%Added
CIBC Asset Management Inc8,895$379.0K0.00%+740+9.1%Added
Marshall Wace North America L.P.8,869$378.0K0.00%+8,869New
Bryn Mawr Trust Co8,797$375.0K0.01%−368−4.0%Reduced
Schroder Investment Management Group8,666$370.0K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC8,623$367.0K0.10%−1,399−14.0%Reduced
Compagnie Lombard Odier SCmA8,576$366.0K0.01%00.0%Unchanged
Fulton Bank, N.A.8,378$357.0K0.02%+1,958+30.5%Added
Wesbanco Bank Inc8,300$353.0K0.01%00.0%Unchanged
Nordea Investment Management AB8,161$353.0K0.00%00.0%Unchanged
Camden National Bank8,225$351.0K0.07%−225−2.7%Reduced
Haverford Trust Co8,002$341.0K0.00%00.0%Unchanged
Venture Visionary Partners LLC7,731$329.0K0.02%00.0%Unchanged
Legacy Wealth Asset Management, LLC7,685$328.0K0.15%−3,799−33.1%Reduced
Cullen/Frost Bankers, Inc.7,561$322.0K0.01%−293−3.7%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,505$320.0K0.00%+87+1.2%Added
Glenview Trust Co7,400$315.0K0.01%00.0%Unchanged
Regentatlantic Capital LLC7,339$313.0K0.01%−237−3.1%Reduced
Sonora Investment Management, LLC7,320$312.0K0.04%−440−5.7%Reduced
Virtue Capital Management, LLC7,254$309.0K0.05%−99−1.3%Reduced
Bell Bank7,117$303.0K0.04%00.0%Unchanged
Tower Research Capital LLC (TRC)7,038$300.0K0.01%−11,875−62.8%Reduced
Sabal Trust CO6,900$294.0K0.02%00.0%Unchanged
Blair William & Co6,800$290.0K0.00%−1,016−13.0%Reduced
Squarepoint Ops LLC6,785$289.0K0.00%+6,785New
First Citizens Bank & Trust Co6,700$286.0K0.01%−100−1.5%Reduced
Garrison Point Advisors, LLC6,680$285.0K0.21%+180+2.8%Added
National Asset Management, Inc.6,593$283.0K0.01%+6,593New
Point72 Hong Kong Ltd6,637$283.0K0.02%+6,637New
Quantedge Capital Pte Ltd6,600$281.0K0.14%00.0%Unchanged
Gilbert & Cook, Inc.6,537$279.0K0.05%+312+5.0%Added
JustInvest LLC6,529$278.0K0.02%−480−6.8%Reduced
BDO Wealth Advisors, LLC6,506$277.0K0.03%+734+12.7%Added
Cigna Investments Inc6,431$274.0K0.02%−100−1.5%Reduced
Stephens Inc6,423$274.0K0.00%−5−0.1%Reduced
Avantax Advisory Services, Inc.6,386$273.0K0.00%−187−2.8%Reduced
Calton & Associates, Inc.6,394$272.0K0.06%−48−0.7%Reduced
Wiley Bros.-Aintree Capital, LLC6,300$269.0K0.17%00.0%Unchanged
Advisor Partners LLC6,252$266.0K0.02%−101−1.6%Reduced
Vontobel Holding Ltd.6,167$263.0K0.00%+103+1.7%Added
Penn Mutual Asset Management, LLC5,905$261.0K0.41%+530+9.9%Added
BKD Wealth Advisors, LLC6,066$259.0K0.01%+253+4.4%Added
Beirne Wealth Consulting Services, LLC6,000$258.0K0.15%00.0%Unchanged
Eqis Capital Management, Inc.6,058$258.0K0.02%+44+0.7%Added
Boston Family Office LLC6,000$256.0K0.02%00.0%Unchanged
Moody National Bank Trust Division5,971$255.0K0.00%+879+17.3%Added
Gratus Capital LLC5,963$254.0K0.03%−200−3.2%Reduced
Baker Ellis Asset Management LLC5,750$253.0K0.05%00.0%Unchanged
Regions Financial Corp5,853$249.0K0.00%−96−1.6%Reduced
Ci Investments Inc.5,835$249.0K0.00%+374+6.8%Added
IBM Retirement Fund5,807$247.0K0.02%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.5,770$246.0K0.02%00.0%Unchanged
Ferguson Wellman Capital Management, Inc5,608$239.0K0.01%00.0%Unchanged
Doliver Advisors, LP5,595$238.0K0.08%00.0%Unchanged
JFS Wealth Advisors, LLC5,571$237.0K0.02%+5,189+1,358.4%Added
Johnson Financial Group, Inc.5,422$231.0K0.02%+5,422New
Moneta Group Investment Advisors LLC5,397$230.0K0.01%+20+0.4%Added
Hoylecohen, LLC5,364$229.0K0.02%00.0%Unchanged
Hendley & Co Inc5,140$219.0K0.08%+5,140New
State of Wyoming5,077$217.0K0.14%+639+14.4%Added
Wrapmanager Inc5,075$216.0K0.06%−190−3.6%Reduced
Quadrant Private Wealth Management, LLC4,994$213.0K0.09%00.0%Unchanged
Arcus Capital Partners, LLC4,971$212.0K0.08%+30+0.6%Added
Kestra Advisory Services, LLC4,978$212.0K0.00%+393+8.6%Added
AXS Investments LLC4,971$212.0K0.08%+4,971New
Procyon Private Wealth Partners, LLC4,958$211.0K0.05%+341+7.4%Added
Commerce Bank4,945$211.0K0.00%+4,945New
Murphy Capital Management Inc4,925$209.0K0.02%−800−14.0%Reduced
Woodward Diversified Capital, LLC4,902$209.0K0.13%+475+10.7%Added
Pathstone Family Office, LLC4,834$207.0K0.01%+4,834New
Avantax Planning Partners, Inc.4,815$205.0K0.01%+129+2.8%Added
Key Financial Inc4,783$204.0K0.12%00.0%Unchanged
Northwestern Mutual Wealth Management Co4,157$178.0K0.00%+455+12.3%Added
Proequities, Inc.3,819$164.0K0.01%+188+5.2%Added
Hartford Financial Management Inc.3,755$160.0K0.04%00.0%Unchanged
Signaturefd, LLC3,701$158.0K0.01%+12+0.3%Added
Banque Cantonale Vaudoise3,700$157.0K0.01%00.0%Unchanged
Webster Bank, N. A.3,664$157.0K0.02%00.0%Unchanged
Acadian Asset Management LLC3,666$156.0K0.00%−2,526−40.8%Reduced
Lindbrook Capital, LLC3,512$150.0K0.04%00.0%Unchanged
SG Americas Securities, LLC3,363$143.0K0.00%−27,469−89.1%Reduced
IFP Advisors, Inc3,338$142.0K0.00%−62−1.8%Reduced
Central Trust Co3,250$139.0K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.3,237$138.0K0.04%00.0%Unchanged
Canada Pension Plan Investment Board3,187$136.0K0.00%+3,177+31,770.0%Added
Vestcor Inc3,087$132.0K0.00%−412−11.8%Reduced
Carolinas Wealth Consulting LLC3,000$129.0K0.03%00.0%Unchanged
Tompkins Financial Corp2,924$125.0K0.02%+2,924New
Valley National Advisers Inc2,916$124.0K0.02%00.0%Unchanged
Altshuler Shaham Ltd2,730$118.0K0.00%+1,488+119.8%Added
Dividend Assets Capital, LLC2,551$109.0K0.02%00.0%Unchanged