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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 11,518 | $530.0K | 0.00% | +3,357+41.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 11,400 | $523.0K | 0.33% | −14,050−55.2% | Reduced |
| Bridgewater Associates, LP | 11,363 | $522.0K | 0.00% | +11,363 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,126 | $510.0K | 0.01% | −141−1.3% | Reduced |
| Shelton Capital Management | 11,082 | $509.0K | 0.02% | −554−4.8% | Reduced |
| HBK Sorce Advisory LLC | 10,931 | $502.0K | 0.03% | +7+0.1% | Added |
| Cadence Bank NA | 10,806 | $496.0K | 0.14% | −169−1.5% | Reduced |
| 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 |
| Creative Planning | 10,737 | $493.0K | 0.00% | +185+1.8% | Added |
| Mariner, LLC | 10,649 | $489.0K | 0.00% | +10,649 | New |
| Godshalk Welsh Capital Management, Inc. | 10,325 | $474.0K | 0.27% | −975−8.6% | Reduced |
| 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 |
| CIBC Asset Management Inc | 9,818 | $451.0K | 0.00% | +923+10.4% | Added |
| Daiwa Securities Group Inc. | 9,735 | $447.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 9,725 | $446.0K | 0.01% | −52−0.5% | Reduced |
| Fulton Bank, N.A. | 9,631 | $442.0K | 0.02% | +1,253+15.0% | Added |
| TL Private Wealth | 9,935 | $441.0K | 0.25% | 00.0% | Unchanged |
| Greenleaf Trust | 9,594 | $440.0K | 0.01% | −292−3.0% | Reduced |
| Boston Trust Walden Corp | 9,250 | $425.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,197 | $422.2K | 0.01% | −200−2.1% | Reduced |
| GW Henssler & Associates Ltd | 9,052 | $416.0K | 0.03% | +9,052 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,031 | $415.0K | 0.00% | +1,526+20.3% | Added |
| Schroder Investment Management Group | 8,881 | $408.0K | 0.00% | +215+2.5% | Added |
| Nations Financial Group Inc, | 8,827 | $405.0K | 0.05% | +8,827 | New |
| JustInvest LLC | 8,746 | $402.0K | 0.02% | +2,217+34.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,600 | $395.0K | 0.00% | −2,103−19.6% | Reduced |
| Compagnie Lombard Odier SCmA | 8,576 | $394.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 8,562 | $393.0K | 0.01% | +6,145+254.2% | Added |
| Chesley Taft & Associates LLC | 8,280 | $380.0K | 0.02% | −670−7.5% | 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 |
| Wesbanco Bank Inc | 8,109 | $373.0K | 0.01% | −191−2.3% | Reduced |
| Lindenwold Advisors | 8,041 | $369.0K | 0.22% | +8,041 | New |
| Haverford Trust Co | 8,002 | $367.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,917 | $364.0K | 0.01% | −880−10.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 7,912 | $363.0K | 0.00% | +7,912 | New |
| Legacy Wealth Asset Management, LLC | 7,888 | $362.0K | 0.12% | +203+2.6% | Added |
| IFG Advisory, LLC | 7,823 | $359.0K | 0.04% | −2,499−24.2% | 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 |
| Capital Asset Advisory Services LLC | 7,604 | $352.0K | 0.04% | −2,109−21.7% | 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 |
| Seven Eight Capital, LP | 7,486 | $344.0K | 0.06% | −16,982−69.4% | Reduced |
| Glenview Trust Co | 7,400 | $340.0K | 0.01% | 00.0% | Unchanged |
| Bailard, Inc. | 7,359 | $338.0K | 0.01% | −1,900−20.5% | Reduced |
| Quantamental Technologies LLC | 7,340 | $337.0K | 0.17% | +7,340 | New |
| Moors & Cabot, Inc. | 7,287 | $335.0K | 0.02% | +7,287 | New |
| Regentatlantic Capital LLC | 7,274 | $334.0K | 0.01% | −65−0.9% | Reduced |
| Blair William & Co | 7,199 | $331.0K | 0.00% | +399+5.9% | Added |
| Stephens Inc | 7,168 | $329.0K | 0.00% | +745+11.6% | Added |
| Bell Bank | 7,117 | $327.0K | 0.04% | 00.0% | Unchanged |
| Sciencast Management LP | 6,888 | $319.0K | 0.06% | +6,888 | New |
| Sabal Trust CO | 6,900 | $317.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sonora Investment Management Group, LLC | 6,740 | $309.0K | 0.04% | +6,740 | New |
| Garrison Point Advisors, LLC | 6,680 | $307.0K | 0.20% | 00.0% | Unchanged |
| Castleview Partners, LLC | 14,094 | $307.0K | 0.00% | +14,094 | New |
| First Citizens Bank & Trust Co | 6,670 | $306.0K | 0.01% | −30−0.4% | Reduced |
| Johnson Financial Group, Inc. | 6,612 | $304.0K | 0.02% | +1,190+21.9% | Added |
| Calton & Associates, Inc. | 6,454 | $296.0K | 0.08% | +60+0.9% | Added |
| Moody National Bank Trust Division | 6,367 | $292.0K | 0.01% | +396+6.6% | Added |
| Advisor Partners LLC | 6,307 | $290.0K | 0.02% | +55+0.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 6,300 | $289.0K | 0.17% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 6,283 | $288.0K | 0.00% | −103−1.6% | Reduced |
| National Asset Management, Inc. | 6,190 | $285.0K | 0.01% | −403−6.1% | Reduced |
| BKD Wealth Advisors, LLC | 6,211 | $285.0K | 0.01% | +145+2.4% | Added |
| Beirne Wealth Consulting Services, LLC | 6,000 | $278.0K | 0.15% | 00.0% | Unchanged |
| Group One Trading, L.P. | 6,044 | $277.0K | 0.01% | +5,123+556.2% | Added |
| Boston Family Office LLC | 6,000 | $275.0K | 0.02% | 00.0% | Unchanged |
| Gratus Capital LLC | 5,963 | $274.0K | 0.03% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 5,944 | $274.0K | 0.07% | +5,944 | New |
| Coldstream Capital Management Inc | 5,880 | $270.0K | 0.01% | +5,880 | New |
| Graham Capital Management, L.P. | 5,885 | $270.0K | 0.02% | +5,885 | New |
| JFS Wealth Advisors, LLC | 5,801 | $266.0K | 0.03% | +230+4.1% | Added |
| Occudo Quantitative Strategies LP | 5,769 | $265.0K | 0.02% | −16,270−73.8% | Reduced |
| Baker Ellis Asset Management LLC | 5,750 | $264.0K | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,731 | $263.1K | 0.00% | −150,531−96.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,735 | $263.0K | 0.06% | +777+15.7% | Added |
| AGF Investments LLC | 5,727 | $263.0K | 0.02% | +5,727 | New |
| Ferguson Wellman Capital Management, Inc | 5,708 | $262.0K | 0.01% | +100+1.8% | Added |
| Ci Investments Inc. | 5,678 | $261.0K | 0.00% | −157−2.7% | Reduced |
| Woodward Diversified Capital, LLC | 5,616 | $258.0K | 0.15% | +714+14.6% | Added |
| Balasa Dinverno & Foltz LLC | 5,533 | $254.0K | 0.02% | +5,533 | New |
| Mma Asset Management LLC | 5,417 | $249.0K | 0.18% | +5,417 | New |
| Hoylecohen, LLC | 5,395 | $248.0K | 0.02% | +31+0.6% | Added |
| Quadrature Capital Ltd | 5,321 | $244.0K | 0.01% | +5,321 | New |
| Laurel Wealth Advisors, Inc. | 5,139 | $235.0K | 0.02% | +5,139 | New |
| Quantedge Capital Pte Ltd | 5,100 | $234.0K | 0.10% | −1,500−22.7% | Reduced |
| Doliver Advisors, LP | 5,595 | $234.0K | 0.07% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 5,097 | $234.0K | 0.01% | −300−5.6% | Reduced |
| Watershed Asset Management, L.L.C. | 5,089 | $234.0K | 0.21% | +5,089 | New |
| Wrapmanager Inc | 5,034 | $231.0K | 0.06% | −41−0.8% | Reduced |
| Hendley & Co Inc | 4,990 | $229.0K | 0.07% | −150−2.9% | Reduced |