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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, Q4 2021

Institutional positions in Ugi Corp as of Dec 31, 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
564
+64 vs. Q3 2021
Shares held
169.0M
+48.7K (0.0%) vs. Q3 2021
Total value
$7.76B
+$557.0M (+7.7%) vs. Q3 2021
New holders
106
173 more added
Sold out
42
173 more reduced

12 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 564 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 heldQ4 2021: $7.76B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2021.

Institutions holding UGI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Concord Wealth Partners1,352$62.0K0.02%+78+6.1%Added
Fifth Third Bancorp1,351$62.0K0.00%+149+12.4%Added
Signet Financial Management, LLC1,356$62.0K0.01%+1,356New
Deseret Mutual Benefit Administrators1,366$63.0K0.01%00.0%Unchanged
Covestor Ltd1,402$64.0K0.09%+1,402New
Neo Ivy Capital Management1,506$69.0K0.10%+1,506New
Massmutual Trust Co FSB1,546$71.0K0.00%+23+1.5%Added
Benjamin Edwards Inc1,617$74.0K0.02%+1,273+370.1%Added
Quadrant Capital Group LLC1,721$79.0K0.01%+284+19.8%Added
Confluence Wealth Services, Inc.1,731$79.0K0.03%+1,731New
Van Eck Associates Corp1,856$85.0K0.00%+60+3.3%Added
Fieldpoint Private Securities, LLC1,923$88.0K0.02%−7,689−80.0%Reduced
First Horizon Advisors, Inc.2,034$92.0K0.00%−12−0.6%Reduced
IFP Advisors, Inc1,990$93.0K0.00%−1,348−40.4%Reduced
Denali Advisors LLC2,049$94.0K0.04%+619+43.3%Added
AdvisorNet Financial, Inc2,096$96.0K0.01%+65+3.2%Added
Rosenberg Matthew Hamilton2,119$97.0K0.03%−161−7.1%Reduced
Carroll Investors, Inc2,123$97.0K0.06%+2,123New
Retirement Planning Co of New England, Inc.2,170$99.0K0.05%+2,170New
Kistler-Tiffany Companies, LLC2,195$101.0K0.02%+6+0.3%Added
McCarthy Asset Management, Inc.2,250$103.0K0.07%00.0%Unchanged
Beaird Harris Wealth Management, LLC2,250$103.0K0.04%+2,250New
Parallel Advisors, LLC2,345$108.0K0.00%+734+45.6%Added
Duncker Streett & Co Inc2,500$115.0K0.02%00.0%Unchanged
NEXT Financial Group, Inc2,529$116.0K0.01%+146+6.1%Added
Dividend Assets Capital, LLC2,551$117.0K0.02%00.0%Unchanged
Vestcor Inc2,581$118.0K0.00%−506−16.4%Reduced
Valley National Advisers Inc2,639$121.0K0.02%−277−9.5%Reduced
Canada Pension Plan Investment Board2,656$122.0K0.00%−531−16.7%Reduced
Steward Partners Investment Advisory, LLC2,668$122.0K0.00%+227+9.3%Added
Tompkins Financial Corp2,924$134.0K0.02%00.0%Unchanged
Penn Mutual Asset Management, LLC2,990$137.0K0.15%−2,915−49.4%Reduced
Carolinas Wealth Consulting LLC3,000$139.0K0.03%00.0%Unchanged
Central Trust Co3,250$149.0K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.3,237$149.0K0.04%00.0%Unchanged
Simplex Trading, LLC3,468$159.0K0.01%+3,468New
Lindbrook Capital, LLC3,512$161.0K0.02%00.0%Unchanged
Altshuler Shaham Ltd3,479$161.0K0.00%+749+27.4%Added
Amplius Wealth Advisors, LLC3,647$167.0K0.02%+3,647New
State of Wyoming3,653$168.0K0.08%−1,424−28.0%Reduced
Webster Bank, N. A.3,664$169.0K0.02%00.0%Unchanged
Banque Cantonale Vaudoise3,700$170.0K0.01%00.0%Unchanged
Hartford Financial Management Inc.3,755$172.0K0.04%00.0%Unchanged
Proequities, Inc.3,805$176.0K0.01%−14−0.4%Reduced
Lazard Asset Management LLC3,894$178.0K0.00%−13,387−77.5%Reduced
Signaturefd, LLC3,930$180.0K0.01%+229+6.2%Added
Forsta Ap-Fonden4,000$184.0K0.00%+4,000New
Murphy Capital Management Inc4,425$203.0K0.02%−500−10.2%Reduced
Arcus Capital Partners, LLC4,474$205.0K0.07%−497−10.0%Reduced
Beaton Management Co. Inc.4,500$207.0K0.12%+4,500New
Arete Wealth Advisors, LLC4,553$208.0K0.02%+4,553New
AE Wealth Management LLC4,532$208.0K0.00%+4,532New
D.A. Davidson & Co.4,594$211.0K0.00%+4,594New
Lincoln National Corp4,620$212.0K0.00%+4,620New
Y-Intercept (Hong Kong) Ltd4,745$218.0K0.05%+4,745New
Cigna Investments Inc4,781$219.0K0.02%−1,650−25.7%Reduced
Schonfeld Strategic Advisors LLC4,800$220.0K0.00%+4,800New
Avantax Planning Partners, Inc.4,815$221.0K0.01%00.0%Unchanged
Vontobel Holding Ltd.4,848$222.0K0.00%−1,319−21.4%Reduced
Ascent Group, LLC4,903$222.0K0.03%+4,903New
Aviva PLC4,849$223.0K0.00%+4,849New
Park Avenue Securities LLC4,958$228.0K0.00%+4,958New
Hendley & Co Inc4,990$229.0K0.07%−150−2.9%Reduced
Quadrant Private Wealth Management, LLC4,994$229.0K0.09%00.0%Unchanged
Wrapmanager Inc5,034$231.0K0.06%−41−0.8%Reduced
Quantedge Capital Pte Ltd5,100$234.0K0.10%−1,500−22.7%Reduced
Doliver Advisors, LP5,595$234.0K0.07%00.0%Unchanged
Moneta Group Investment Advisors LLC5,097$234.0K0.01%−300−5.6%Reduced
Watershed Asset Management, L.L.C.5,089$234.0K0.21%+5,089New
Laurel Wealth Advisors, Inc.5,139$235.0K0.02%+5,139New
Quadrature Capital Ltd5,321$244.0K0.01%+5,321New
Hoylecohen, LLC5,395$248.0K0.02%+31+0.6%Added
Mma Asset Management LLC5,417$249.0K0.18%+5,417New
Balasa Dinverno & Foltz LLC5,533$254.0K0.02%+5,533New
Woodward Diversified Capital, LLC5,616$258.0K0.15%+714+14.6%Added
Ci Investments Inc.5,678$261.0K0.00%−157−2.7%Reduced
Ferguson Wellman Capital Management, Inc5,708$262.0K0.01%+100+1.8%Added
Procyon Private Wealth Partners, LLC5,735$263.0K0.06%+777+15.7%Added
AGF Investments LLC5,727$263.0K0.02%+5,727New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,731$263.1K0.00%−150,531−96.3%Reduced
Baker Ellis Asset Management LLC5,750$264.0K0.05%00.0%Unchanged
Occudo Quantitative Strategies LP5,769$265.0K0.02%−16,270−73.8%Reduced
JFS Wealth Advisors, LLC5,801$266.0K0.03%+230+4.1%Added
Coldstream Capital Management Inc5,880$270.0K0.01%+5,880New
Graham Capital Management, L.P.5,885$270.0K0.02%+5,885New
Gratus Capital LLC5,963$274.0K0.03%00.0%Unchanged
Barry Investment Advisors, LLC5,944$274.0K0.07%+5,944New
Boston Family Office LLC6,000$275.0K0.02%00.0%Unchanged
Group One Trading, L.P.6,044$277.0K0.01%+5,123+556.2%Added
Beirne Wealth Consulting Services, LLC6,000$278.0K0.15%00.0%Unchanged
National Asset Management, Inc.6,190$285.0K0.01%−403−6.1%Reduced
BKD Wealth Advisors, LLC6,211$285.0K0.01%+145+2.4%Added
Avantax Advisory Services, Inc.6,283$288.0K0.00%−103−1.6%Reduced
Wiley Bros.-Aintree Capital, LLC6,300$289.0K0.17%00.0%Unchanged
Advisor Partners LLC6,307$290.0K0.02%+55+0.9%Added
Moody National Bank Trust Division6,367$292.0K0.01%+396+6.6%Added
Calton & Associates, Inc.6,454$296.0K0.08%+60+0.9%Added
Johnson Financial Group, Inc.6,612$304.0K0.02%+1,190+21.9%Added
First Citizens Bank & Trust Co6,670$306.0K0.01%−30−0.4%Reduced
Garrison Point Advisors, LLC6,680$307.0K0.20%00.0%Unchanged