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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, Q1 2022

Institutional positions in Ugi Corp as of Mar 31, 2022. 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
537
−19 vs. Q4 2021
Shares held
174.1M
+5.11M (+3.0%) vs. Q4 2021
Total value
$6.31B
−$1.45B (−18.7%) vs. Q4 2021
New holders
76
201 more added
Sold out
95
165 more reduced

8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 537 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 heldQ1 2022: $6.31B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2021.

Institutions holding UGI in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Livforsakringsbolaget Skandia, Omsesidigt1,100$40.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co1,144$41.0K0.00%−128,084−99.1%Reduced
Quadrant Capital Group LLC1,127$41.0K0.00%−594−34.5%Reduced
Koshinski Asset Management, Inc.1,164$42.2K0.00%00.0%Unchanged
First Horizon Advisors, Inc.1,364$49.0K0.00%−670−32.9%Reduced
Deseret Mutual Benefit Administrators1,366$49.0K0.01%00.0%Unchanged
Concord Wealth Partners1,398$51.0K0.01%+46+3.4%Added
Bessemer Group Inc1,428$51.0K0.00%+101+7.6%Added
Massmutual Trust Co FSB1,520$55.0K0.00%−26−1.7%Reduced
Covestor Ltd1,578$57.0K0.04%+176+12.6%Added
Simplex Trading, LLC1,674$60.0K0.00%−1,794−51.7%Reduced
Parallel Advisors, LLC1,640$60.0K0.00%−705−30.1%Reduced
Rosenberg Matthew Hamilton1,961$71.0K0.02%−158−7.5%Reduced
PFG Private Wealth Management, LLC2,178$79.0K0.04%+2,178New
Kistler-Tiffany Companies, LLC2,203$80.0K0.02%+8+0.4%Added
McCarthy Asset Management, Inc.2,250$81.0K0.06%00.0%Unchanged
Beaird Harris Wealth Management, LLC2,250$81.0K0.03%00.0%Unchanged
MCF Advisors LLC2,250$81.0K0.01%+2,250New
Worth Asset Management, LLC2,150$81.0K0.05%+2,150New
Van Eck Associates Corp2,386$86.0K0.00%+530+28.6%Added
Hazlett, Burt & Watson, Inc.2,412$87.0K0.07%+2,412New
EMC Capital Management2,638$90.0K0.06%+2,638New
Tompkins Financial Corp2,524$91.0K0.01%−400−13.7%Reduced
Duncker Streett & Co Inc2,500$91.0K0.02%00.0%Unchanged
Dividend Assets Capital, LLC2,551$92.0K0.02%00.0%Unchanged
Group One Trading, L.P.2,887$105.0K0.00%−3,157−52.2%Reduced
Riggs Asset Managment Co. Inc.3,237$117.0K0.03%00.0%Unchanged
Lindbrook Capital, LLC3,254$118.0K0.02%−258−7.3%Reduced
Vestcor Inc3,310$120.0K0.00%+729+28.2%Added
Spire Wealth Management3,417$124.0K0.00%−5,145−60.1%Reduced
State of Wyoming3,526$128.0K0.06%−127−3.5%Reduced
Webster Bank, N. A.3,664$133.0K0.02%00.0%Unchanged
Walleye Trading LLC3,661$133.0K0.00%+3,661New
Lazard Asset Management LLC3,732$134.0K0.00%−162−4.2%Reduced
Banque Cantonale Vaudoise3,700$134.0K0.01%00.0%Unchanged
Hartford Financial Management Inc.3,755$136.0K0.03%00.0%Unchanged
Central Trust Co3,950$143.0K0.00%+700+21.5%Added
Altshuler Shaham Ltd3,936$144.0K0.00%+457+13.1%Added
Signaturefd, LLC4,026$146.0K0.00%+96+2.4%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,092$148.2K0.00%−1,639−28.6%Reduced
Compagnie Lombard Odier SCmA4,288$155.0K0.00%−4,288−50.0%Reduced
Valley National Advisers Inc4,544$165.0K0.03%+1,905+72.2%Added
Meiji Yasuda Life Insurance Co5,539$201.0K0.00%−5,220−48.5%Reduced
Marshall Wace, LLP5,619$203.0K0.00%−63,824−91.9%Reduced
Ferguson Wellman Capital Management, Inc5,608$203.0K0.01%−100−1.8%Reduced
Doliver Advisors, LP5,595$203.0K0.06%00.0%Unchanged
Wolverine Trading, LLC5,640$206.0K0.01%−8,210−59.3%Reduced
Coldstream Capital Management Inc5,681$206.0K0.01%−199−3.4%Reduced
Ci Investments Inc.5,678$206.0K0.00%00.0%Unchanged
Cutler Group LP5,727$207.0K0.02%+5,727New
Baker Ellis Asset Management LLC5,750$208.0K0.04%00.0%Unchanged
JFS Wealth Advisors, LLC5,808$210.0K0.02%+7+0.1%Added
Squarepoint Ops LLC5,812$211.0K0.00%−42,335−87.9%Reduced
Procyon Private Wealth Partners, LLC5,846$212.0K0.04%+111+1.9%Added
Davenport & Co LLC5,899$214.0K0.00%−18,122−75.4%Reduced
Schroder Investment Management Group5,936$217.0K0.00%−2,945−33.2%Reduced
Boston Family Office LLC6,000$217.0K0.02%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.6,054$219.0K0.01%−830−12.1%Reduced
Beirne Wealth Consulting Services, LLC6,000$219.0K0.12%00.0%Unchanged
Stephens Inc6,103$221.0K0.00%−1,065−14.9%Reduced
Regentatlantic Capital LLC6,286$228.0K0.01%−988−13.6%Reduced
Moody National Bank Trust Division6,291$228.0K0.01%−76−1.2%Reduced
Wiley Bros.-Aintree Capital, LLC6,300$228.0K0.13%00.0%Unchanged
Avantax Advisory Services, Inc.6,288$229.0K0.00%+5+0.1%Added
Qtron Investments LLC6,383$231.0K0.05%−13,541−68.0%Reduced
Sonora Investment Management Group, LLC6,405$232.0K0.03%−335−5.0%Reduced
Calton & Associates, Inc.6,476$234.0K0.07%+22+0.3%Added
Bridgefront Capital, LLC6,522$236.0K0.29%+6,522New
Bailard, Inc.6,559$238.0K0.01%−800−10.9%Reduced
Prudential PLC6,635$240.0K0.00%+6,635New
Garrison Point Advisors, LLC6,680$242.0K0.17%00.0%Unchanged
Tower Research Capital LLC (TRC)6,705$243.0K0.00%−11,886−63.9%Reduced
First Citizens Bank & Trust Co6,758$245.0K0.01%+88+1.3%Added
Pacer Advisors, Inc.6,793$246.0K0.00%−14,912−68.7%Reduced
Advisor Partners LLC6,782$246.0K0.02%+475+7.5%Added
Johnson Financial Group, Inc.6,819$247.0K0.02%+207+3.1%Added
BKD Wealth Advisors, LLC6,838$248.0K0.01%+627+10.1%Added
Sabal Trust CO6,900$250.0K0.02%00.0%Unchanged
Bell Bank7,117$258.0K0.03%00.0%Unchanged
Blair William & Co7,199$261.0K0.00%00.0%Unchanged
Watershed Asset Management, L.L.C.7,266$263.0K0.27%+2,177+42.8%Added
Moors & Cabot, Inc.7,287$264.0K0.02%00.0%Unchanged
Echo Street Capital Management LLC7,407$268.0K0.00%+603+8.9%Added
Boston Trust Walden Corp7,500$272.0K0.00%−1,750−18.9%Reduced
BDO Wealth Advisors, LLC7,535$273.0K0.03%+742+10.9%Added
Cullen/Frost Bankers, Inc.7,561$274.0K0.01%00.0%Unchanged
Occudo Quantitative Strategies LP7,619$276.0K0.02%+1,850+32.1%Added
IFG Advisory, LLC7,671$277.0K0.03%−152−1.9%Reduced
Barry Investment Advisors, LLC7,636$279.0K0.07%+1,692+28.5%Added
Quantamental Technologies LLC7,820$283.0K0.16%+480+6.5%Added
Bryn Mawr Trust Co7,822$284.0K0.01%−95−1.2%Reduced
B. Metzler seel. Sohn & Co. AG7,912$287.0K0.00%00.0%Unchanged
V2 Financial group LLC8,030$290.8K0.22%+8,030New
Legacy Wealth Asset Management, LLC8,049$292.0K0.10%+161+2.0%Added
Wesbanco Bank Inc8,109$294.0K0.01%00.0%Unchanged
Chesley Taft & Associates LLC8,280$298.0K0.02%00.0%Unchanged
Creative Planning8,373$303.0K0.00%−2,364−22.0%Reduced
Point72 Hong Kong Ltd8,529$309.0K0.03%+8,529New
Lindenwold Advisors8,554$310.0K0.19%+513+6.4%Added
Haverford Trust Co8,683$314.0K0.00%+681+8.5%Added