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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.

Q1 2022 vs. Q4 2021

How the institutions holding Ugi Corp changed between Q4 2021 and Q1 2022.

All holders in Q1 2022All holders in Q4 2021

13F holders of UGI: Q4 2021 compared with Q1 2022
MeasureQ4 2021Of which not filed for Q1 2022Q1 2022Change
Holders5648537−19
Shares169.0M43.1K174.1M+5.11M (+3.0%)
Value$7.76B$1.98M$6.31B−$1.45B (−18.7%)

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held Ugi Corp at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to UGI in Q1 2022
InstitutionSharesValue% of portfolio
Deprince Race & Zollo Inc543,913$19.7M0.38%
Point72 Asset Management, L.P.391,300$14.2M0.06%
Bank of Nova Scotia382,690$13.9M0.02%
D. E. Shaw & Co., Inc.322,528$11.7M0.02%
Banco Santander, S.A.204,490$7.41M0.08%
Engineers Gate Manager LP170,734$6.18M0.24%
Ergoteles LLC153,126$5.55M0.21%
Amalgamated Financial Corp.145,371$5.26M0.04%
Second Half Financial Partners, LLC104,327$4.28M3.41%
Old Mission Capital LLC113,105$4.10M0.12%
Bragg Financial Advisors, Inc100,292$3.63M0.21%
Holocene Advisors, LP92,011$3.33M0.02%
Quantbot Technologies LP64,882$2.35M0.20%
Achmea Investment Management B.V.60,652$2.20M0.06%
Synergy Financial Management, LLC54,607$1.98M0.48%
Harel Insurance Investments & Financial Services Ltd.45,000$1.63M0.03%
Wolverine Asset Management LLC41,554$1.50M0.02%
Cornercap Investment Counsel Inc34,920$1.26M0.14%
ING Groep NV33,500$1.21M0.01%
1832 Asset Management L.P.33,163$1.19M0.00%
Mirabella Financial Services LLP30,996$1.12M0.13%
Trexquant Investment LP28,491$1.03M0.05%
PDT Partners, LLC27,500$996.0K0.09%
Versor Investments LP22,400$811.0K0.03%
Cutter & CO Brokerage, Inc.18,160$658.0K0.20%
Sigma Planning Corp17,104$620.0K0.02%
Flputnam Investment Management Co15,829$573.0K0.02%
Lido Advisors, LLC15,709$568.0K0.01%
Verition Fund Management LLC15,212$551.0K0.01%
Blueshift Asset Management, LLC14,827$537.0K0.05%
Exchange Traded Concepts, LLC14,096$511.0K0.01%
Naples Global Advisors, LLC12,240$443.0K0.05%
Epoch Investment Partners, Inc.11,893$431.0K0.00%
Virtu Financial LLC11,244$407.0K0.03%
BlueCrest Capital Management Ltd11,084$401.0K0.03%
Strategic Wealth Advisors Group, LLC10,774$392.0K0.02%
Wade G W & Inc10,082$365.0K0.02%
Abundance Wealth Counselors9,435$342.0K0.09%
Twinbeech Capital LP9,273$336.0K0.01%
Point72 Hong Kong Ltd8,529$309.0K0.03%
V2 Financial group LLC8,030$290.8K0.22%
Prudential PLC6,635$240.0K0.00%
Bridgefront Capital, LLC6,522$236.0K0.29%
Cutler Group LP5,727$207.0K0.02%
Walleye Trading LLC3,661$133.0K0.00%
EMC Capital Management2,638$90.0K0.06%
Hazlett, Burt & Watson, Inc.2,412$87.0K0.07%
MCF Advisors LLC2,250$81.0K0.01%
Worth Asset Management, LLC2,150$81.0K0.05%
PFG Private Wealth Management, LLC2,178$79.0K0.04%
Bogart Wealth, LLC614$22.0K0.00%
Dark Forest Capital Management LP473$17.0K0.00%
FNY Investment Advisers, LLC400$14.0K0.01%
United Community Bank310$11.2K0.01%
AllSquare Wealth Management LLC307$11.0K0.01%
Beacon Capital Management, LLC300$11.0K0.00%
TCWP LLC300$10.0K0.00%
Estabrook Capital Management198$7.17K0.00%
Bartlett & Co. LLC163$6.00K0.00%
Bartlett & Co. Wealth Management LLC163$5.96K0.00%
Loomis Sayles & Co L P128$5.00K0.00%
Pinnacle Bancorp, Inc.119$4.00K0.00%
Money Concepts Capital Corp89$3.00K0.00%
Sound Income Strategies, LLC80$3.00K0.00%
Lloyd Advisory Services, LLC.90$3.00K0.00%
Exane Derivatives61$2.21K0.00%
EverSource Wealth Advisors, LLC52$2.00K0.00%
CFS Investment Advisory Services, LLC69,361$2.00K0.01%
Lansing Street Advisors51$2.00K0.00%
Prospera Financial Services Inc30$1.00K0.00%
Disciplined Investments, LLC29$1.00K0.00%
Cordant, Inc.31$1.00K0.00%
Global Retirement Partners, LLC12$00.00%
McClarren Financial Advisors, Inc.10$00.00%
SJS Investment Consulting Inc.5$00.00%
Swaine & Leidel Wealth Services, LLC4,278––

Sold out (95)

Institutions that held Ugi Corp at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of UGI in Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
Robeco Schweiz AG878,000$40.3M
Zacks Investment Management656,090$30.1M
Copeland Capital Management, LLC393,252$18.1M
Congress Wealth Management LLC209,384$9.61M
Empowered Funds, LLC106,340$4.88M
Jump Financial, LLC83,800$3.85M
Cambria Investment Management, L.P.81,756$3.75M
Voloridge Investment Management, LLC78,379$3.60M
Ontario Teachers Pension Plan Board77,340$3.55M
Walleye Capital LLC76,480$3.51M
Eagle Asset Management Inc38,030$1.75M
Metropolitan Life Insurance Co37,389$1.72M
Dynamic Technology Lab Private Ltd34,239$1.57M
Advisors Asset Management, Inc.30,904$1.42M
Banco Bilbao Vizcaya Argentaria, S.A.30,880$1.42M
Mork Capital Management, LLC29,000$1.33M
Susquehanna Fundamental Investments, LLC27,554$1.26M
Teza Capital Management LLC20,590$945.0K
AlphaCrest Capital Management LLC19,077$876.0K
Gyon Technologies Capital Management, LP17,504$804.0K
Fox Run Management, L.L.C.15,900$730.0K
Gsa Capital Partners LLP14,966$687.0K
Jane Street Group, LLC14,773$678.0K
Horizon Investment Services, LLC13,459$618.0K
Beacon Financial Group13,168$601.0K
Citadel Advisors LLC12,234$562.0K
Prelude Capital Management, LLC9,996$459.0K
Camden National Bank8,225$378.0K
SkyView Investment Advisors, LLC8,244$378.0K
Venture Visionary Partners LLC7,731$354.0K
Capital Asset Advisory Services LLC7,604$352.0K
Hancock Whitney Investment Services Inc.7,605$347.0K
Seven Eight Capital, LP7,486$344.0K
Glenview Trust Co7,400$340.0K
Sciencast Management LP6,888$319.0K
Virtue Capital Management, LLC6,886$316.0K
Gilbert & Cook, Inc.6,801$312.0K
Castleview Partners, LLC14,094$307.0K
National Asset Management, Inc.6,190$285.0K
Gratus Capital LLC5,963$274.0K
Graham Capital Management, L.P.5,885$270.0K
AGF Investments LLC5,727$263.0K
Woodward Diversified Capital, LLC5,616$258.0K
Balasa Dinverno & Foltz LLC5,533$254.0K
Hoylecohen, LLC5,395$248.0K
Quadrature Capital Ltd5,321$244.0K
Laurel Wealth Advisors, Inc.5,139$235.0K
Moneta Group Investment Advisors LLC5,097$234.0K
Quantedge Capital Pte Ltd5,100$234.0K
Wrapmanager Inc5,034$231.0K
Hendley & Co Inc4,990$229.0K
Quadrant Private Wealth Management, LLC4,994$229.0K
Park Avenue Securities LLC4,958$228.0K
Ascent Group, LLC4,903$222.0K
Avantax Planning Partners, Inc.4,815$221.0K
Schonfeld Strategic Advisors LLC4,800$220.0K
Cigna Investments Inc4,781$219.0K
Y-Intercept (Hong Kong) Ltd4,745$218.0K
Lincoln National Corp4,620$212.0K
D.A. Davidson & Co.4,594$211.0K
Arete Wealth Advisors, LLC4,553$208.0K
AE Wealth Management LLC4,532$208.0K
Beaton Management Co. Inc.4,500$207.0K
Arcus Capital Partners, LLC4,474$205.0K
Murphy Capital Management Inc4,425$203.0K
Amplius Wealth Advisors, LLC3,647$167.0K
Carolinas Wealth Consulting LLC3,000$139.0K
Penn Mutual Asset Management, LLC2,990$137.0K
Retirement Planning Co of New England, Inc.2,170$99.0K
AdvisorNet Financial, Inc2,096$96.0K
Confluence Wealth Services, Inc.1,731$79.0K
Benjamin Edwards Inc1,617$74.0K
Neo Ivy Capital Management1,506$69.0K
Signet Financial Management, LLC1,356$62.0K
Widmann Financial Services, Inc.1,164$53.0K
Arlington Partners LLC1,142$52.0K
Longfellow Investment Management Co LLC1,053$49.0K
Paragon Capital Management Ltd1,000$46.0K
FAI Wealth Management637$29.0K
Aquatic Capital Management LLC500$23.0K
Ford Financial Group, LLC470$21.0K
Dixon Hughes Goodman Wealth Advisors LLC280$13.0K
Snowden Capital Advisors LLC218$10.0K
Total Clarity Wealth Management, Inc.191$9.00K
Hexagon Capital Partners LLC175$8.00K
Sageworth Trust Co132$6.00K
Elmwood Wealth Management, Inc.109$5.00K
Raleigh Capital Management Inc.111$5.00K
West Paces Advisors Inc.105$4.82K
Stonebridge Capital Advisors LLC58$3.00K
Capital Analysts, LLC63$3.00K
Lenox Wealth Advisors, LLC39$2.00K
SRS Capital Advisors, Inc.32$1.00K
JNBA Financial Advisors4$0
CoreCap Advisors, LLC6–

Not filed for Q1 2022 yet (8)

Institutions that held Ugi Corp at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q4 2021 that haven't filed for Q1 2022
InstitutionShares, Q4 2021Value, Q4 2021
MD Financial Management Inc.26,794$1.23M
Tdam USA Inc.11,893$546.0K
NEXT Financial Group, Inc2,529$116.0K
Crescent Capital Consulting, LLC662$30.0K
Carroll Financial Associates, Inc.485$22.0K
Bell Investment Advisors, Inc373$17.0K
Reilly Financial Advisors, LLC300$14.0K
Harbour Investments, Inc.73$3.00K