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 |
|---|---|---|---|---|---|
| Hussman Strategic Advisors, Inc. | 30,000 | $1.09M | 0.21% | +5,000+20.0% | Added |
| Winton Group Ltd | 30,079 | $1.09M | 0.06% | +13,916+86.1% | Added |
| Ellis Investment Partners, LLC | 30,744 | $1.11M | 0.26% | −3,798−11.0% | Reduced |
| Mirabella Financial Services LLP | 30,996 | $1.12M | 0.13% | +30,996 | New |
| British Columbia Investment Management Corp | 32,300 | $1.17M | 0.01% | −4,363−11.9% | Reduced |
| Boenning & Scattergood, Inc. | 32,310 | $1.17M | 0.19% | +1,419+4.6% | Added |
| Investors Research Corp | 32,700 | $1.18M | 0.33% | −425−1.3% | Reduced |
| 1832 Asset Management L.P. | 33,163 | $1.19M | 0.00% | +33,163 | New |
| Centiva Capital, LP | 32,868 | $1.19M | 0.07% | +16,748+103.9% | Added |
| Fortem Financial Group, LLC | 32,905 | $1.19M | 0.52% | +4,714+16.7% | Added |
| Elo Mutual Pension Insurance Co | 32,992 | $1.20M | 0.03% | +17,471+112.6% | Added |
| Gries Financial LLC | 33,487 | $1.21M | 0.45% | +11,191+50.2% | Added |
| ING Groep NV | 33,500 | $1.21M | 0.01% | +33,500 | New |
| CWM Advisors, LLC | 33,963 | $1.23M | 0.14% | −133−0.4% | Reduced |
| Oppenheimer Asset Management Inc. | 34,449 | $1.25M | 0.02% | −3,291−8.7% | Reduced |
| Aurora Investment Counsel | 34,735 | $1.26M | 0.80% | +1,487+4.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,846 | $1.26M | 0.03% | +184+0.5% | Added |
| Cornercap Investment Counsel Inc | 34,920 | $1.26M | 0.14% | +34,920 | New |
| IFM Investors Pty Ltd | 35,033 | $1.27M | 0.02% | +7,073+25.3% | Added |
| Sawtooth Solutions, LLC | 36,140 | $1.31M | 0.16% | −4,122−10.2% | Reduced |
| Utah Retirement Systems | 37,038 | $1.34M | 0.02% | −600−1.6% | Reduced |
| Candriam Luxembourg S.C.A. | 37,140 | $1.34M | 0.01% | −338−0.9% | Reduced |
| Panagora Asset Management Inc | 38,633 | $1.40M | 0.01% | +7,225+23.0% | Added |
| Gulf International Bank (UK) Ltd | 38,825 | $1.41M | 0.02% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 41,554 | $1.50M | 0.02% | +41,554 | New |
| Advisory Services Network, LLC | 41,624 | $1.51M | 0.04% | +3,429+9.0% | Added |
| Forsta Ap-Fonden | 42,200 | $1.53M | 0.02% | +38,200+955.0% | Added |
| MSH Capital Advisors LLC | 42,586 | $1.54M | 0.64% | +1,709+4.2% | Added |
| New Mexico Educational Retirement Board | 43,200 | $1.56M | 0.06% | 00.0% | Unchanged |
| Weaver C. Barksdale & Associates, Inc. | 43,441 | $1.57M | 1.40% | +578+1.3% | Added |
| Keeley-Teton Advisors, LLC | 43,565 | $1.58M | 0.17% | −1,038−2.3% | Reduced |
| Toronto Dominion Bank | 44,804 | $1.62M | 0.00% | −124,526−73.5% | Reduced |
| Tredje AP-fonden | 44,984 | $1.63M | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 45,000 | $1.63M | 0.03% | +45,000 | New |
| The PNC Financial Services Group, Inc. | 45,297 | $1.64M | 0.00% | −187−0.4% | Reduced |
| Assenagon Asset Management S.A. | 45,925 | $1.66M | 0.01% | −34,352−42.8% | Reduced |
| Korea Investment CORP | 46,300 | $1.68M | 0.00% | +5,500+13.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 46,581 | $1.69M | 0.01% | −854−1.8% | Reduced |
| LPL Financial LLC | 46,792 | $1.70M | 0.00% | −3,524−7.0% | Reduced |
| Icon Advisers Inc | 47,495 | $1.72M | 0.29% | +10,200+27.3% | Added |
| Neuberger Berman Group LLC | 48,170 | $1.74M | 0.00% | −1,871−3.7% | Reduced |
| O'Shares Investment Advisers, LLC | 49,571 | $1.79M | 0.14% | +2,665+5.7% | Added |
| Meeder Asset Management Inc | 51,601 | $1.87M | 0.09% | +13,711+36.2% | Added |
| Illinois Municipal Retirement Fund | 51,805 | $1.88M | 0.06% | +12,014+30.2% | Added |
| Catalyst Capital Advisors LLC | 53,000 | $1.92M | 0.08% | +10,040+23.4% | Added |
| Vident Investment Advisory, LLC | 54,075 | $1.96M | 0.05% | +5,564+11.5% | Added |
| Synergy Financial Management, LLC | 54,607 | $1.98M | 0.48% | +54,607 | New |
| Raymond James Financial Services Advisors, Inc. | 56,127 | $2.03M | 0.00% | −932−1.6% | Reduced |
| Louisiana State Employees Retirement System | 54,900 | $2.06M | 0.05% | +1,100+2.0% | Added |
| National Bank of Canada | 56,862 | $2.06M | 0.01% | 00.0% | Unchanged |
| STRS Ohio | 57,635 | $2.09M | 0.01% | −4,183−6.8% | Reduced |
| Private Advisor Group, LLC | 57,936 | $2.10M | 0.02% | +18,339+46.3% | Added |
| Arizona State Retirement System | 58,239 | $2.11M | 0.02% | +1,309+2.3% | Added |
| State of Michigan Retirement System | 60,300 | $2.18M | 0.01% | +250+0.4% | Added |
| Achmea Investment Management B.V. | 60,652 | $2.20M | 0.06% | +60,652 | New |
| FMR LLC | 61,954 | $2.24M | 0.00% | −31,284−33.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 62,126 | $2.25M | 0.02% | +4,980+8.7% | Added |
| Janus Henderson Group PLC | 62,956 | $2.28M | 0.00% | −107,350−63.0% | Reduced |
| Alberta Investment Management Corp | 63,700 | $2.31M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 64,882 | $2.35M | 0.20% | +64,882 | New |
| Nomura Asset Management Co Ltd | 70,739 | $2.56M | 0.01% | +22,993+48.2% | Added |
| SEI Investments Co | 72,890 | $2.67M | 0.01% | +8,582+13.3% | Added |
| Northwest & Ethical Investments L.P. | 73,614 | $2.67M | 0.09% | +15,424+26.5% | Added |
| Hantz Financial Services, Inc. | 73,965 | $2.68M | 0.08% | −50,950−40.8% | Reduced |
| Bank of Montreal | 74,002 | $2.70M | 0.00% | +5,396+7.9% | Added |
| Truist Financial Corp | 74,760 | $2.71M | 0.00% | −102,066−57.7% | Reduced |
| Susquehanna International Group, LLP | 75,233 | $2.73M | 0.00% | +37,805+101.0% | Added |
| Macquarie Group Ltd | 76,081 | $2.75M | 0.00% | +95+0.1% | Added |
| Econ Financial Services Corp | 76,720 | $2.78M | 2.06% | +55,179+256.2% | Added |
| Natixis | 77,237 | $2.80M | 0.01% | +60,076+350.1% | Added |
| Ameritas Investment Partners, Inc. | 77,890 | $2.82M | 0.10% | +611+0.8% | Added |
| Aviva PLC | 77,980 | $2.82M | 0.01% | +73,131+1,508.2% | Added |
| Banque Pictet & Cie SA | 78,619 | $2.85M | 0.02% | +70,909+919.7% | Added |
| Shell Asset Management Co | 79,630 | $2.88M | 0.07% | −2,841−3.4% | Reduced |
| Gateway Investment Advisers LLC | 80,806 | $2.93M | 0.03% | +10.0% | Added |
| Edmp, Inc. | 81,863 | $2.96M | 2.79% | +6,687+8.9% | Added |
| Eaton Vance Management | 82,676 | $3.00M | 0.00% | +344+0.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 83,234 | $3.02M | 0.03% | +8,996+12.1% | Added |
| Oppenheimer & Co Inc | 83,947 | $3.04M | 0.05% | −1,115−1.3% | Reduced |
| Raymond James & Associates | 84,056 | $3.04M | 0.00% | −38,598−31.5% | Reduced |
| Treasurer of the State of North Carolina | 86,895 | $3.15M | 0.02% | +8,627+11.0% | Added |
| Spirit of America Management Corp | 87,922 | $3.19M | 0.62% | −25,000−22.1% | Reduced |
| CWM, LLC | 88,730 | $3.21M | 0.02% | +466+0.5% | Added |
| Holocene Advisors, LP | 92,011 | $3.33M | 0.02% | +92,011 | New |
| South Dakota Investment Council | 92,368 | $3.35M | 0.07% | −15,500−14.4% | Reduced |
| Captrust Financial Advisors | 91,537 | $3.35M | 0.02% | +69,005+306.3% | Added |
| DekaBank Deutsche Girozentrale | 93,459 | $3.43M | 0.01% | −1,320−1.4% | Reduced |
| Martingale Asset Management L P | 97,897 | $3.55M | 0.05% | −23,392−19.3% | Reduced |
| HighTower Advisors, LLC | 98,352 | $3.56M | 0.01% | −2,771−2.7% | Reduced |
| Price T Rowe Associates Inc | 99,620 | $3.61M | 0.00% | +12,486+14.3% | Added |
| Bragg Financial Advisors, Inc | 100,292 | $3.63M | 0.21% | +100,292 | New |
| BNP Paribas Arbitrage, SA | 100,457 | $3.64M | 0.01% | −22,503−18.3% | Reduced |
| Los Angeles Capital Management LLC | 100,465 | $3.64M | 0.01% | +51,314+104.4% | Added |
| Pictet Asset Management SA | 100,888 | $3.65M | 0.00% | +4,482+4.6% | Added |
| Gamco Investors, Inc. Et Al | 104,999 | $3.80M | 0.03% | +4,940+4.9% | Added |
| State of New Jersey Common Pension Fund D | 106,104 | $3.84M | 0.01% | +13,824+15.0% | Added |
| Advisor Group Holdings, Inc. | 51,929 | $3.86M | 0.01% | −20,543−28.3% | Reduced |
| Oregon Public Employees Retirement Fund | 106,802 | $3.87M | 0.04% | −5,340−4.8% | Reduced |
| Miller Howard Investments Inc | 108,280 | $3.92M | 0.14% | −27,806−20.4% | Reduced |
| Barclays PLC | 109,167 | $3.95M | 0.00% | −148,678−57.7% | Reduced |