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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 45,925 | $1.66M | 0.01% | −34,352−42.8% | Reduced |
| The PNC Financial Services Group, Inc. | 45,297 | $1.64M | 0.00% | −187−0.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 45,000 | $1.63M | 0.03% | +45,000 | New |
| Tredje AP-fonden | 44,984 | $1.63M | 0.03% | 00.0% | Unchanged |
| Toronto Dominion Bank | 44,804 | $1.62M | 0.00% | −124,526−73.5% | Reduced |
| Keeley-Teton Advisors, LLC | 43,565 | $1.58M | 0.17% | −1,038−2.3% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 43,441 | $1.57M | 1.40% | +578+1.3% | Added |
| New Mexico Educational Retirement Board | 43,200 | $1.56M | 0.06% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 42,586 | $1.54M | 0.64% | +1,709+4.2% | Added |
| Forsta Ap-Fonden | 42,200 | $1.53M | 0.02% | +38,200+955.0% | Added |
| Advisory Services Network, LLC | 41,624 | $1.51M | 0.04% | +3,429+9.0% | Added |
| Wolverine Asset Management LLC | 41,554 | $1.50M | 0.02% | +41,554 | New |
| Gulf International Bank (UK) Ltd | 38,825 | $1.41M | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 38,633 | $1.40M | 0.01% | +7,225+23.0% | Added |
| Candriam Luxembourg S.C.A. | 37,140 | $1.34M | 0.01% | −338−0.9% | Reduced |
| Utah Retirement Systems | 37,038 | $1.34M | 0.02% | −600−1.6% | Reduced |
| Sawtooth Solutions, LLC | 36,140 | $1.31M | 0.16% | −4,122−10.2% | Reduced |
| IFM Investors Pty Ltd | 35,033 | $1.27M | 0.02% | +7,073+25.3% | Added |
| Cornercap Investment Counsel Inc | 34,920 | $1.26M | 0.14% | +34,920 | New |
| Northwestern Mutual Investment Management Company, LLC | 34,846 | $1.26M | 0.03% | +184+0.5% | Added |
| Aurora Investment Counsel | 34,735 | $1.26M | 0.80% | +1,487+4.5% | Added |
| Oppenheimer Asset Management Inc. | 34,449 | $1.25M | 0.02% | −3,291−8.7% | Reduced |
| CWM Advisors, LLC | 33,963 | $1.23M | 0.14% | −133−0.4% | Reduced |
| 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 |
| Elo Mutual Pension Insurance Co | 32,992 | $1.20M | 0.03% | +17,471+112.6% | Added |
| Fortem Financial Group, LLC | 32,905 | $1.19M | 0.52% | +4,714+16.7% | Added |
| Centiva Capital, LP | 32,868 | $1.19M | 0.07% | +16,748+103.9% | Added |
| 1832 Asset Management L.P. | 33,163 | $1.19M | 0.00% | +33,163 | New |
| Investors Research Corp | 32,700 | $1.18M | 0.33% | −425−1.3% | Reduced |
| 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 |
| Mirabella Financial Services LLP | 30,996 | $1.12M | 0.13% | +30,996 | New |
| Ellis Investment Partners, LLC | 30,744 | $1.11M | 0.26% | −3,798−11.0% | Reduced |
| Winton Group Ltd | 30,079 | $1.09M | 0.06% | +13,916+86.1% | Added |
| Hussman Strategic Advisors, Inc. | 30,000 | $1.09M | 0.21% | +5,000+20.0% | 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 |
| Jacobi Capital Management LLC | 29,494 | $1.07M | 0.13% | +1,838+6.6% | Added |
| Assetmark, Inc | 29,391 | $1.06M | 0.00% | −537,954−94.8% | Reduced |
| Pinebridge Investments, L.P. | 29,346 | $1.06M | 0.01% | +17,361+144.9% | Added |
| PEAK6 Investments LLC | 28,767 | $1.04M | 0.03% | +28,029+3,798.0% | Added |
| ExodusPoint Capital Management, LP | 28,707 | $1.04M | 0.02% | +9,261+47.6% | Added |
| Trexquant Investment LP | 28,491 | $1.03M | 0.05% | +28,491 | New |
| Baird Financial Group, Inc. | 28,220 | $1.02M | 0.00% | +4,853+20.8% | Added |
| 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 |
| Convergence Investment Partners, LLC | 27,388 | $992.0K | 0.51% | −2,637−8.8% | Reduced |
| Bridgewater Associates, LP | 26,868 | $973.0K | 0.00% | +15,505+136.5% | Added |
| Unigestion Holding SA | 26,328 | $954.0K | 0.04% | 00.0% | Unchanged |
| Arvest Trust Co N A | 25,673 | $930.0K | 0.05% | +2,346+10.1% | Added |
| Seeyond | 24,889 | $901.0K | 0.09% | −4,451−15.2% | Reduced |
| Nissay Asset Management Corp | 24,584 | $890.0K | 0.01% | +403+1.7% | Added |
| Bokf, NA | 24,106 | $873.0K | 0.01% | +965+4.2% | Added |
| Public Employees Retirement Association of Colorado | 23,982 | $869.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 23,664 | $857.0K | 0.02% | −4,184−15.0% | Reduced |
| Xponance, Inc. | 23,178 | $840.0K | 0.01% | −295−1.3% | Reduced |
| Qube Research & Technologies Ltd | 22,600 | $819.0K | 0.01% | −162,263−87.8% | Reduced |
| ARGI Investment Services, LLC | 22,451 | $813.0K | 0.02% | +1,627+7.8% | Added |
| Ashton Thomas Private Wealth, LLC | 22,394 | $811.1K | 0.07% | +56+0.3% | Added |
| Versor Investments LP | 22,400 | $811.0K | 0.03% | +22,400 | New |
| Rockefeller Capital Management L.P. | 21,898 | $792.0K | 0.00% | −2,551−10.4% | Reduced |
| Integrated Advisors Network LLC | 20,925 | $758.0K | 0.04% | +805+4.0% | Added |
| 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 |
| Argyle Capital Management Inc. | 20,550 | $744.0K | 0.24% | −2,100−9.3% | Reduced |
| Profund Advisors LLC | 20,481 | $742.0K | 0.03% | +3,732+22.3% | Added |
| Geneos Wealth Management Inc. | 20,091 | $727.0K | 0.03% | −118−0.6% | Reduced |
| Needham Investment Management LLC | 20,000 | $724.0K | 0.10% | +10,000+100.0% | Added |
| Mercer Global Advisors Inc | 19,950 | $723.0K | 0.00% | +4,711+30.9% | Added |
| Mariner, LLC | 19,906 | $721.0K | 0.00% | +9,257+86.9% | Added |
| Donald L. Hagan, LLC | 19,609 | $710.0K | 0.40% | −441−2.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 19,585 | $709.0K | 0.00% | −4,198−17.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 19,216 | $696.0K | 0.07% | −260−1.3% | Reduced |
| Securian Asset Management, Inc | 18,825 | $682.0K | 0.01% | +173+0.9% | 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 |
| Mirae Asset Global Investments Co., Ltd. | 18,449 | $668.0K | 0.00% | +1,641+9.8% | Added |
| Cutter & CO Brokerage, Inc. | 18,160 | $658.0K | 0.20% | +18,160 | New |
| Carnegie Capital Asset Management, LLC | 18,081 | $655.0K | 0.02% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 17,201 | $623.0K | 0.06% | +2,502+17.0% | Added |
| Kendall Capital Management | 17,186 | $622.0K | 0.30% | +4,920+40.1% | Added |
| Sigma Planning Corp | 17,104 | $620.0K | 0.02% | +17,104 | New |
| Allstate Corp | 16,470 | $597.0K | 0.02% | +313+1.9% | Added |
| JustInvest LLC | 16,103 | $583.0K | 0.03% | +7,357+84.1% | Added |
| US Bancorp | 16,028 | $580.0K | 0.00% | +4,176+35.2% | Added |
| Maryland State Retirement & Pension System | 15,926 | $577.0K | 0.02% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 15,829 | $573.0K | 0.02% | +15,829 | New |
| Lido Advisors, LLC | 15,709 | $568.0K | 0.01% | +15,709 | New |
| KBC Group NV | 15,654 | $567.0K | 0.00% | +995+6.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 15,340 | $556.0K | 0.00% | +132+0.9% | Added |
| Verition Fund Management LLC | 15,212 | $551.0K | 0.01% | +15,212 | New |
| Blueshift Asset Management, LLC | 14,827 | $537.0K | 0.05% | +14,827 | New |
| Wetherby Asset Management Inc | 14,742 | $534.0K | 0.03% | −867−5.6% | Reduced |
| SG Americas Securities, LLC | 14,721 | $533.0K | 0.00% | −16,397−52.7% | Reduced |
| Grandview Asset Management LLC | 14,190 | $514.0K | 0.22% | +1,483+11.7% | Added |
| Exchange Traded Concepts, LLC | 14,096 | $511.0K | 0.01% | +14,096 | New |
| Hennion & Walsh Asset Management, Inc. | 13,673 | $495.0K | 0.03% | +1,668+13.9% | Added |
| Williams Jones Wealth Management, LLC. | 13,518 | $490.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 13,366 | $484.0K | 0.01% | +1,618+13.8% | Added |