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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GW Henssler & Associates Ltd | 9,072 | $329.0K | 0.02% | +20+0.2% | Added |
| American Portfolios Advisors | 9,225 | $334.1K | 0.01% | +28+0.3% | Added |
| Twinbeech Capital LP | 9,273 | $336.0K | 0.01% | +9,273 | New |
| Abundance Wealth Counselors | 9,435 | $342.0K | 0.09% | +9,435 | New |
| TL Private Wealth | 9,935 | $355.0K | 0.19% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 9,874 | $358.0K | 0.00% | +56+0.6% | Added |
| Vontobel Holding Ltd. | 9,803 | $358.0K | 0.00% | +4,955+102.2% | Added |
| Wade G W & Inc | 10,082 | $365.0K | 0.02% | +10,082 | New |
| Daiwa Securities Group Inc. | 10,185 | $369.0K | 0.00% | +450+4.6% | Added |
| Cadence Bank NA | 10,222 | $370.0K | 0.10% | −584−5.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,325 | $374.0K | 0.23% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,331 | $374.0K | 0.01% | +7,663+287.2% | Added |
| Costello Asset Management, INC | 10,390 | $376.0K | 0.26% | −372−3.5% | Reduced |
| Fulton Bank, N.A. | 10,560 | $382.0K | 0.02% | +929+9.6% | Added |
| Strategic Wealth Advisors Group, LLC | 10,774 | $392.0K | 0.02% | +10,774 | New |
| HBK Sorce Advisory LLC | 10,938 | $396.0K | 0.02% | +7+0.1% | Added |
| Nations Financial Group Inc, | 10,926 | $396.0K | 0.05% | +2,099+23.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 11,000 | $398.0K | 0.26% | −400−3.5% | Reduced |
| Hyman Charles D | 11,056 | $400.0K | 0.03% | −4,112−27.1% | Reduced |
| Shelton Capital Management | 11,082 | $401.0K | 0.01% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 11,084 | $401.0K | 0.03% | +11,084 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,126 | $403.0K | 0.01% | 00.0% | Unchanged |
| Mma Asset Management LLC | 10,945 | $406.0K | 0.32% | +5,528+102.0% | Added |
| Denali Advisors LLC | 11,200 | $406.0K | 0.16% | +9,151+446.6% | Added |
| Virtu Financial LLC | 11,244 | $407.0K | 0.03% | +11,244 | New |
| IFP Advisors, Inc | 8,644 | $410.0K | 0.01% | +6,654+334.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,601 | $420.0K | 0.00% | +2,570+28.5% | Added |
| Veritable, L.P. | 11,647 | $422.0K | 0.01% | +1,922+19.8% | Added |
| Nordea Investment Management AB | 11,518 | $424.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 11,751 | $426.0K | 0.01% | +2,157+22.5% | Added |
| Schechter Investment Advisors, LLC | 11,820 | $428.0K | 0.04% | −2,062−14.9% | Reduced |
| Epoch Investment Partners, Inc. | 11,893 | $431.0K | 0.00% | +11,893 | New |
| MML Investors Services, LLC | 12,193 | $442.0K | 0.00% | −35,048−74.2% | Reduced |
| Naples Global Advisors, LLC | 12,240 | $443.0K | 0.05% | +12,240 | New |
| Krane Funds Advisors LLC | 12,425 | $450.0K | 0.02% | −5,816−31.9% | Reduced |
| Paloma Partners Management Co | 13,300 | $482.0K | 0.04% | −2,121−13.8% | Reduced |
| Cetera Advisor Networks LLC | 13,366 | $484.0K | 0.01% | +1,618+13.8% | Added |
| Williams Jones Wealth Management, LLC. | 13,518 | $490.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 13,673 | $495.0K | 0.03% | +1,668+13.9% | Added |
| Exchange Traded Concepts, LLC | 14,096 | $511.0K | 0.01% | +14,096 | New |
| Grandview Asset Management LLC | 14,190 | $514.0K | 0.22% | +1,483+11.7% | Added |
| SG Americas Securities, LLC | 14,721 | $533.0K | 0.00% | −16,397−52.7% | Reduced |
| Wetherby Asset Management Inc | 14,742 | $534.0K | 0.03% | −867−5.6% | Reduced |
| Blueshift Asset Management, LLC | 14,827 | $537.0K | 0.05% | +14,827 | New |
| Verition Fund Management LLC | 15,212 | $551.0K | 0.01% | +15,212 | New |
| Cambridge Investment Research Advisors, Inc. | 15,340 | $556.0K | 0.00% | +132+0.9% | Added |
| KBC Group NV | 15,654 | $567.0K | 0.00% | +995+6.8% | Added |
| Lido Advisors, LLC | 15,709 | $568.0K | 0.01% | +15,709 | New |
| Flputnam Investment Management Co | 15,829 | $573.0K | 0.02% | +15,829 | New |
| Maryland State Retirement & Pension System | 15,926 | $577.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 16,028 | $580.0K | 0.00% | +4,176+35.2% | Added |
| JustInvest LLC | 16,103 | $583.0K | 0.03% | +7,357+84.1% | Added |
| Allstate Corp | 16,470 | $597.0K | 0.02% | +313+1.9% | Added |
| Sigma Planning Corp | 17,104 | $620.0K | 0.02% | +17,104 | New |
| Kendall Capital Management | 17,186 | $622.0K | 0.30% | +4,920+40.1% | Added |
| Redpoint Investment Management Pty Ltd | 17,201 | $623.0K | 0.06% | +2,502+17.0% | Added |
| Carnegie Capital Asset Management, LLC | 18,081 | $655.0K | 0.02% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 18,160 | $658.0K | 0.20% | +18,160 | New |
| Mirae Asset Global Investments Co., Ltd. | 18,449 | $668.0K | 0.00% | +1,641+9.8% | Added |
| USS Investment Management Ltd | 18,617 | $674.0K | 0.01% | −27,442−59.6% | Reduced |
| TD Asset Management Inc | 18,600 | $674.0K | 0.00% | −200−1.1% | Reduced |
| Securian Asset Management, Inc | 18,825 | $682.0K | 0.01% | +173+0.9% | Added |
| Edgemoor Investment Advisors, Inc. | 19,216 | $696.0K | 0.07% | −260−1.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 19,585 | $709.0K | 0.00% | −4,198−17.7% | Reduced |
| Donald L. Hagan, LLC | 19,609 | $710.0K | 0.40% | −441−2.2% | Reduced |
| Mariner, LLC | 19,906 | $721.0K | 0.00% | +9,257+86.9% | Added |
| Mercer Global Advisors Inc | 19,950 | $723.0K | 0.00% | +4,711+30.9% | Added |
| Needham Investment Management LLC | 20,000 | $724.0K | 0.10% | +10,000+100.0% | Added |
| Geneos Wealth Management Inc. | 20,091 | $727.0K | 0.03% | −118−0.6% | Reduced |
| Profund Advisors LLC | 20,481 | $742.0K | 0.03% | +3,732+22.3% | Added |
| Argyle Capital Management Inc. | 20,550 | $744.0K | 0.24% | −2,100−9.3% | Reduced |
| Standard Life Aberdeen plc | 20,590 | $752.0K | 0.00% | −25,584−55.4% | Reduced |
| BCM Advisors, LLC | 20,715 | $752.0K | 0.20% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 20,925 | $758.0K | 0.04% | +805+4.0% | Added |
| Rockefeller Capital Management L.P. | 21,898 | $792.0K | 0.00% | −2,551−10.4% | Reduced |
| Versor Investments LP | 22,400 | $811.0K | 0.03% | +22,400 | New |
| Ashton Thomas Private Wealth, LLC | 22,394 | $811.1K | 0.07% | +56+0.3% | Added |
| ARGI Investment Services, LLC | 22,451 | $813.0K | 0.02% | +1,627+7.8% | Added |
| Qube Research & Technologies Ltd | 22,600 | $819.0K | 0.01% | −162,263−87.8% | Reduced |
| Xponance, Inc. | 23,178 | $840.0K | 0.01% | −295−1.3% | Reduced |
| Crossmark Global Holdings, Inc. | 23,664 | $857.0K | 0.02% | −4,184−15.0% | Reduced |
| Public Employees Retirement Association of Colorado | 23,982 | $869.0K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 24,106 | $873.0K | 0.01% | +965+4.2% | Added |
| Nissay Asset Management Corp | 24,584 | $890.0K | 0.01% | +403+1.7% | Added |
| Seeyond | 24,889 | $901.0K | 0.09% | −4,451−15.2% | Reduced |
| Arvest Trust Co N A | 25,673 | $930.0K | 0.05% | +2,346+10.1% | Added |
| Unigestion Holding SA | 26,328 | $954.0K | 0.04% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 26,868 | $973.0K | 0.00% | +15,505+136.5% | Added |
| Convergence Investment Partners, LLC | 27,388 | $992.0K | 0.51% | −2,637−8.8% | Reduced |
| Natixis Advisors, L.P. | 27,511 | $996.0K | 0.00% | −691−2.5% | Reduced |
| PDT Partners, LLC | 27,500 | $996.0K | 0.09% | +27,500 | New |
| Baird Financial Group, Inc. | 28,220 | $1.02M | 0.00% | +4,853+20.8% | Added |
| Trexquant Investment LP | 28,491 | $1.03M | 0.05% | +28,491 | New |
| ExodusPoint Capital Management, LP | 28,707 | $1.04M | 0.02% | +9,261+47.6% | Added |
| PEAK6 Investments LLC | 28,767 | $1.04M | 0.03% | +28,029+3,798.0% | Added |
| Pinebridge Investments, L.P. | 29,346 | $1.06M | 0.01% | +17,361+144.9% | Added |
| Assetmark, Inc | 29,391 | $1.06M | 0.00% | −537,954−94.8% | Reduced |
| Jacobi Capital Management LLC | 29,494 | $1.07M | 0.13% | +1,838+6.6% | Added |
| State of Alaska, Department of Revenue | 29,516 | $1.07M | 0.01% | −122,326−80.6% | Reduced |
| Coastline Trust Co | 29,496 | $1.07M | 0.13% | +3,135+11.9% | Added |