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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 14,094 | $307.0K | 0.00% | +14,094 | New |
| Sonora Investment Management Group, LLC | 6,740 | $309.0K | 0.04% | +6,740 | New |
| Echo Street Capital Management LLC | 6,804 | $312.0K | 0.00% | −7,060−50.9% | Reduced |
| Gilbert & Cook, Inc. | 6,801 | $312.0K | 0.05% | +264+4.0% | Added |
| BDO Wealth Advisors, LLC | 6,793 | $312.0K | 0.03% | +287+4.4% | Added |
| Virtue Capital Management, LLC | 6,886 | $316.0K | 0.05% | −368−5.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,884 | $316.0K | 0.02% | +1,114+19.3% | Added |
| Sabal Trust CO | 6,900 | $317.0K | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 6,888 | $319.0K | 0.06% | +6,888 | New |
| Bell Bank | 7,117 | $327.0K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 7,168 | $329.0K | 0.00% | +745+11.6% | Added |
| Blair William & Co | 7,199 | $331.0K | 0.00% | +399+5.9% | Added |
| Regentatlantic Capital LLC | 7,274 | $334.0K | 0.01% | −65−0.9% | Reduced |
| Moors & Cabot, Inc. | 7,287 | $335.0K | 0.02% | +7,287 | New |
| Quantamental Technologies LLC | 7,340 | $337.0K | 0.17% | +7,340 | New |
| Bailard, Inc. | 7,359 | $338.0K | 0.01% | −1,900−20.5% | Reduced |
| Glenview Trust Co | 7,400 | $340.0K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 7,486 | $344.0K | 0.06% | −16,982−69.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,561 | $347.0K | 0.01% | 00.0% | Unchanged |
| Hancock Whitney Investment Services Inc. | 7,605 | $347.0K | 0.06% | +7,605 | New |
| Capital Asset Advisory Services LLC | 7,604 | $352.0K | 0.04% | −2,109−21.7% | Reduced |
| Venture Visionary Partners LLC | 7,731 | $354.0K | 0.02% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 7,710 | $354.0K | 0.00% | +7,710 | New |
| IFG Advisory, LLC | 7,823 | $359.0K | 0.04% | −2,499−24.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,888 | $362.0K | 0.12% | +203+2.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 7,912 | $363.0K | 0.00% | +7,912 | New |
| Bryn Mawr Trust Co | 7,917 | $364.0K | 0.01% | −880−10.0% | Reduced |
| Haverford Trust Co | 8,002 | $367.0K | 0.00% | 00.0% | Unchanged |
| Lindenwold Advisors | 8,041 | $369.0K | 0.22% | +8,041 | New |
| Wesbanco Bank Inc | 8,109 | $373.0K | 0.01% | −191−2.3% | Reduced |
| SkyView Investment Advisors, LLC | 8,244 | $378.0K | 0.08% | −379−4.4% | Reduced |
| Camden National Bank | 8,225 | $378.0K | 0.07% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 8,280 | $380.0K | 0.02% | −670−7.5% | Reduced |
| Spire Wealth Management | 8,562 | $393.0K | 0.01% | +6,145+254.2% | Added |
| Compagnie Lombard Odier SCmA | 8,576 | $394.0K | 0.01% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,600 | $395.0K | 0.00% | −2,103−19.6% | Reduced |
| JustInvest LLC | 8,746 | $402.0K | 0.02% | +2,217+34.0% | Added |
| Nations Financial Group Inc, | 8,827 | $405.0K | 0.05% | +8,827 | New |
| Schroder Investment Management Group | 8,881 | $408.0K | 0.00% | +215+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,031 | $415.0K | 0.00% | +1,526+20.3% | Added |
| GW Henssler & Associates Ltd | 9,052 | $416.0K | 0.03% | +9,052 | New |
| American Portfolios Advisors | 9,197 | $422.2K | 0.01% | −200−2.1% | Reduced |
| Boston Trust Walden Corp | 9,250 | $425.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 9,594 | $440.0K | 0.01% | −292−3.0% | Reduced |
| TL Private Wealth | 9,935 | $441.0K | 0.25% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,631 | $442.0K | 0.02% | +1,253+15.0% | Added |
| Veritable, L.P. | 9,725 | $446.0K | 0.01% | −52−0.5% | Reduced |
| Daiwa Securities Group Inc. | 9,735 | $447.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 9,818 | $451.0K | 0.00% | +923+10.4% | Added |
| Needham Investment Management LLC | 10,000 | $459.0K | 0.06% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 9,996 | $459.0K | 0.02% | +9,996 | New |
| Godshalk Welsh Capital Management, Inc. | 10,325 | $474.0K | 0.27% | −975−8.6% | Reduced |
| Mariner, LLC | 10,649 | $489.0K | 0.00% | +10,649 | New |
| Creative Planning | 10,737 | $493.0K | 0.00% | +185+1.8% | Added |
| Costello Asset Management, INC | 10,762 | $494.0K | 0.30% | −287−2.6% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,759 | $494.0K | 0.01% | +10,759 | New |
| Cadence Bank NA | 10,806 | $496.0K | 0.14% | −169−1.5% | Reduced |
| HBK Sorce Advisory LLC | 10,931 | $502.0K | 0.03% | +7+0.1% | Added |
| Shelton Capital Management | 11,082 | $509.0K | 0.02% | −554−4.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,126 | $510.0K | 0.01% | −141−1.3% | Reduced |
| Bridgewater Associates, LP | 11,363 | $522.0K | 0.00% | +11,363 | New |
| A. D. Beadell Investment Counsel, Inc. | 11,400 | $523.0K | 0.33% | −14,050−55.2% | Reduced |
| Nordea Investment Management AB | 11,518 | $530.0K | 0.00% | +3,357+41.1% | Added |
| Cetera Advisor Networks LLC | 11,748 | $539.0K | 0.01% | +701+6.3% | Added |
| US Bancorp | 11,852 | $545.0K | 0.00% | −171−1.4% | Reduced |
| Tdam USA Inc. | 11,893 | $546.0K | 0.03% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 11,985 | $550.0K | 0.01% | −26,755−69.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,005 | $551.0K | 0.03% | +3,093+34.7% | Added |
| Citadel Advisors LLC | 12,234 | $562.0K | 0.00% | −9,016−42.4% | Reduced |
| Kendall Capital Management | 12,266 | $563.0K | 0.27% | +3,017+32.6% | Added |
| Grandview Asset Management LLC | 12,707 | $583.0K | 0.23% | +12,707 | New |
| Beacon Financial Group | 13,168 | $601.0K | 0.08% | +242+1.9% | Added |
| Horizon Investment Services, LLC | 13,459 | $618.0K | 0.28% | +197+1.5% | Added |
| Williams Jones Wealth Management, LLC. | 13,518 | $621.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 13,850 | $636.0K | 0.01% | +13,850 | New |
| Schechter Investment Advisors, LLC | 13,882 | $637.0K | 0.06% | +13,882 | New |
| KBC Group NV | 14,659 | $673.0K | 0.00% | −9,280−38.8% | Reduced |
| Redpoint Investment Management Pty Ltd | 14,699 | $675.0K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,773 | $678.0K | 0.00% | −8,606−36.8% | Reduced |
| Gsa Capital Partners LLP | 14,966 | $687.0K | 0.09% | +14,966 | New |
| Hyman Charles D | 15,168 | $696.0K | 0.04% | +956+6.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,208 | $698.0K | 0.00% | +741+5.1% | Added |
| Mercer Global Advisors Inc | 15,239 | $700.0K | 0.00% | +4,121+37.1% | Added |
| Paloma Partners Management Co | 15,421 | $708.0K | 0.02% | +15,421 | New |
| Elo Mutual Pension Insurance Co | 15,521 | $713.0K | 0.02% | +725+4.9% | Added |
| Wetherby Asset Management Inc | 15,609 | $717.0K | 0.04% | −163−1.0% | Reduced |
| Fox Run Management, L.L.C. | 15,900 | $730.0K | 0.43% | +15,900 | New |
| Maryland State Retirement & Pension System | 15,926 | $731.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 16,120 | $740.0K | 0.05% | +50+0.3% | Added |
| Allstate Corp | 16,157 | $742.0K | 0.01% | +389+2.5% | Added |
| Winton Group Ltd | 16,163 | $742.0K | 0.04% | +16,163 | New |
| Man Group plc | 16,634 | $764.0K | 0.00% | −36,995−69.0% | Reduced |
| Profund Advisors LLC | 16,749 | $769.0K | 0.03% | −30.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 16,808 | $772.0K | 0.00% | −6,049−26.5% | Reduced |
| Natixis | 17,161 | $788.0K | 0.00% | −17,133−50.0% | Reduced |
| Gyon Technologies Capital Management, LP | 17,504 | $804.0K | 0.15% | +17,504 | New |
| Carnegie Capital Asset Management, LLC | 18,081 | $830.0K | 0.03% | −131−0.7% | Reduced |
| Krane Funds Advisors LLC | 18,241 | $837.0K | 0.02% | −950−5.0% | Reduced |
| Tower Research Capital LLC (TRC) | 18,591 | $853.0K | 0.01% | +11,553+164.2% | Added |
| Securian Asset Management, Inc | 18,652 | $856.0K | 0.02% | −100−0.5% | Reduced |