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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.

Q4 2021 vs. Q3 2021

How the institutions holding Ugi Corp changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of UGI: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders51212564+64
Shares169.2M234.0K169.0M+48.7K (0.0%)
Value$7.21B$9.98M$7.76B+$557.0M (+7.7%)

12 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (106)

Institutions that held Ugi Corp at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 106 by value.

Institutions new to UGI in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC648,847$29.8M0.03%
Balyasny Asset Management LLC299,468$13.7M0.06%
Congress Wealth Management LLC209,384$9.61M0.19%
Arrowstreet Capital, Limited Partnership151,866$6.97M0.01%
AustralianSuper Pty Ltd150,315$6.88M0.04%
Employees Retirement System of Texas131,400$6.03M0.07%
Yousif Capital Management, LLC114,936$5.28M0.05%
Bill Few Associates, Inc.113,791$5.22M2.71%
Empowered Funds, LLC106,340$4.88M0.55%
CWM, LLC88,264$4.05M0.03%
Jump Financial, LLC83,800$3.85M0.24%
Assenagon Asset Management S.A.80,277$3.69M0.01%
Walleye Capital LLC76,480$3.51M0.12%
National Bank of Canada56,862$2.61M0.01%
Coann Capital LLC49,672$2.28M1.24%
Tredje AP-fonden44,984$2.06M0.04%
Weaver C. Barksdale & Associates, Inc.42,863$1.97M1.78%
MSH Capital Advisors LLC40,877$1.88M0.84%
Baird Financial Group, Inc.23,367$1.07M0.00%
Arvest Trust Co N A23,327$1.07M0.06%
Econ Financial Services Corp21,541$989.0K0.75%
Teza Capital Management LLC20,590$945.0K0.25%
BCM Advisors, LLC20,715$939.0K0.24%
Integrated Advisors Network LLC20,120$924.0K0.05%
Gyon Technologies Capital Management, LP17,504$804.0K0.15%
Winton Group Ltd16,163$742.0K0.04%
Fox Run Management, L.L.C.15,900$730.0K0.43%
Paloma Partners Management Co15,421$708.0K0.02%
Gsa Capital Partners LLP14,966$687.0K0.09%
Schechter Investment Advisors, LLC13,882$637.0K0.06%
Wolverine Trading, LLC13,850$636.0K0.01%
Grandview Asset Management LLC12,707$583.0K0.23%
Bridgewater Associates, LP11,363$522.0K0.00%
Meiji Yasuda Life Insurance Co10,759$494.0K0.01%
Mariner, LLC10,649$489.0K0.00%
Prelude Capital Management, LLC9,996$459.0K0.02%
GW Henssler & Associates Ltd9,052$416.0K0.03%
Nations Financial Group Inc,8,827$405.0K0.05%
Lindenwold Advisors8,041$369.0K0.22%
B. Metzler seel. Sohn & Co. AG7,912$363.0K0.00%
Banque Pictet & Cie SA7,710$354.0K0.00%
Hancock Whitney Investment Services Inc.7,605$347.0K0.06%
Quantamental Technologies LLC7,340$337.0K0.17%
Moors & Cabot, Inc.7,287$335.0K0.02%
Sciencast Management LP6,888$319.0K0.06%
Sonora Investment Management Group, LLC6,740$309.0K0.04%
Castleview Partners, LLC14,094$307.0K0.00%
Barry Investment Advisors, LLC5,944$274.0K0.07%
Coldstream Capital Management Inc5,880$270.0K0.01%
Graham Capital Management, L.P.5,885$270.0K0.02%
AGF Investments LLC5,727$263.0K0.02%
Balasa Dinverno & Foltz LLC5,533$254.0K0.02%
Mma Asset Management LLC5,417$249.0K0.18%
Quadrature Capital Ltd5,321$244.0K0.01%
Laurel Wealth Advisors, Inc.5,139$235.0K0.02%
Watershed Asset Management, L.L.C.5,089$234.0K0.21%
Park Avenue Securities LLC4,958$228.0K0.00%
Aviva PLC4,849$223.0K0.00%
Ascent Group, LLC4,903$222.0K0.03%
Schonfeld Strategic Advisors LLC4,800$220.0K0.00%
Y-Intercept (Hong Kong) Ltd4,745$218.0K0.05%
Lincoln National Corp4,620$212.0K0.00%
D.A. Davidson & Co.4,594$211.0K0.00%
Arete Wealth Advisors, LLC4,553$208.0K0.02%
AE Wealth Management LLC4,532$208.0K0.00%
Beaton Management Co. Inc.4,500$207.0K0.12%
Forsta Ap-Fonden4,000$184.0K0.00%
Amplius Wealth Advisors, LLC3,647$167.0K0.02%
Simplex Trading, LLC3,468$159.0K0.01%
Beaird Harris Wealth Management, LLC2,250$103.0K0.04%
Retirement Planning Co of New England, Inc.2,170$99.0K0.05%
Carroll Investors, Inc2,123$97.0K0.06%
Confluence Wealth Services, Inc.1,731$79.0K0.03%
Neo Ivy Capital Management1,506$69.0K0.10%
Covestor Ltd1,402$64.0K0.09%
Signet Financial Management, LLC1,356$62.0K0.01%
Widmann Financial Services, Inc.1,164$53.0K0.04%
Paragon Capital Management Ltd1,000$46.0K0.01%
Ten Capital Wealth Advisors, LLC777$36.0K0.01%
Huntington National Bank765$35.0K0.00%
Umb Bank N A715$34.0K0.00%
Morton Brown Family Wealth, LLC677$32.0K0.02%
FAI Wealth Management637$29.0K0.02%
High Net Worth Advisory Group LLC636$29.0K0.01%
Newbridge Financial Services Group, Inc.573$26.0K0.01%
Aquatic Capital Management LLC500$23.0K0.04%
Tilia Fiduciary Partners, Inc.509$23.0K0.02%
Ford Financial Group, LLC470$21.0K0.01%
Sageworth Trust Co of South Dakota437$20.0K0.03%
Capital Advisors, Ltd. LLC315$14.0K0.00%
Dixon Hughes Goodman Wealth Advisors LLC280$13.0K0.00%
Snowden Capital Advisors LLC218$10.0K0.00%
Addison Advisors LLC148$7.00K0.00%
Monolith Advisors122$6.00K0.00%
Elmwood Wealth Management, Inc.109$5.00K0.00%
Raleigh Capital Management Inc.111$5.00K0.01%
Farmers & Merchants Investments Inc63$3.00K0.00%
Stonebridge Capital Advisors LLC58$3.00K0.00%
Tyler-Stone Wealth Management63$3.00K0.00%
Lenox Wealth Advisors, LLC39$2.00K0.00%

Sold out (42)

Institutions that held Ugi Corp at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of UGI in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
HRT Financial LP148,422$6.33M
Mackenzie Financial Corp100,693$4.29M
Ergoteles LLC79,104$3.37M
AMP Capital Investors Ltd71,649$3.05M
Prudential PLC35,148$1.50M
Ilmarinen Mutual Pension Insurance Co27,000$1.15M
Polar Asset Management Partners Inc.21,640$922.0K
Achmea Investment Management B.V.19,698$839.0K
Monarch Partners Asset Management LLC19,540$833.0K
Jefferies Group LLC18,300$779.9K
Fort Washington Investment Advisors Inc17,000$725.0K
Healthcare of Ontario Pension Plan Trust Fund11,639$496.0K
Jackson Creek Investment Advisors LLC10,531$449.0K
Magnetar Financial LLC8,954$382.0K
Point72 Hong Kong Ltd6,637$283.0K
Eqis Capital Management, Inc.6,058$258.0K
Regions Financial Corp5,853$249.0K
IBM Retirement Fund5,807$247.0K
AXS Investments LLC4,971$212.0K
Kestra Advisory Services, LLC4,978$212.0K
Commerce Bank4,945$211.0K
Pathstone Family Office, LLC4,834$207.0K
Acadian Asset Management LLC3,666$156.0K
MCF Advisors LLC2,250$96.0K
Walleye Trading LLC2,059$88.0K
Twin Tree Management, LP1,002$43.0K
Better Money Decisions, LLC669$29.0K
Cutler Group LP680$28.0K
Kowal Investment Group, LLC329$14.0K
Loomis Sayles & Co L P224$10.0K
Meridian Wealth Partners, LLC236$10.0K
TD Ameritrade Investment Management, LLC233$8.00K
Bartlett & Co. Wealth Management LLC163$7.00K
Bartlett & Co. LLC163$7.00K
Pacitti Group Inc.169$7.00K
O'Shaughnessy Asset Management, LLC146$6.00K
Guidance Point Advisors, LLC136$5.00K
Exane Derivatives61$2.60K
Certified Advisory Corp37$2.00K
CX Institutional37$2.00K
Phoenix Wealth Advisors34$1.00K
Systematic Alpha Investments, LLC1$0

Not filed for Q4 2021 yet (12)

Institutions that held Ugi Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Swaine & Leidel Wealth Services, LLC109,253$4.66M
Optimal Asset Management, Inc.38,846$1.66M
Arvest Bank Trust Division21,225$905.0K
First Mercantile Trust Co16,826$718.0K
B. Metzler seel. Sohn & Co. Holding AG16,855$718.0K
World Asset Management Inc10,460$446.0K
Marshall Wace North America L.P.8,869$378.0K
Sonora Investment Management, LLC7,320$312.0K
BBVA USA2,475$105.0K
Security National Trust Co1,100$51.0K
Berman Capital Advisors, LLC613$26.0K
Wealth Quarterback LLC175$8.00K