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 |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 13,300 | $482.0K | 0.04% | −2,121−13.8% | Reduced |
| Krane Funds Advisors LLC | 12,425 | $450.0K | 0.02% | −5,816−31.9% | Reduced |
| Naples Global Advisors, LLC | 12,240 | $443.0K | 0.05% | +12,240 | New |
| MML Investors Services, LLC | 12,193 | $442.0K | 0.00% | −35,048−74.2% | Reduced |
| Epoch Investment Partners, Inc. | 11,893 | $431.0K | 0.00% | +11,893 | New |
| Schechter Investment Advisors, LLC | 11,820 | $428.0K | 0.04% | −2,062−14.9% | Reduced |
| Greenleaf Trust | 11,751 | $426.0K | 0.01% | +2,157+22.5% | Added |
| Nordea Investment Management AB | 11,518 | $424.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 11,647 | $422.0K | 0.01% | +1,922+19.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 11,601 | $420.0K | 0.00% | +2,570+28.5% | Added |
| IFP Advisors, Inc | 8,644 | $410.0K | 0.01% | +6,654+334.4% | Added |
| Virtu Financial LLC | 11,244 | $407.0K | 0.03% | +11,244 | New |
| 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 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,126 | $403.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Hyman Charles D | 11,056 | $400.0K | 0.03% | −4,112−27.1% | Reduced |
| A. D. Beadell Investment Counsel, Inc. | 11,000 | $398.0K | 0.26% | −400−3.5% | Reduced |
| 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 |
| Strategic Wealth Advisors Group, LLC | 10,774 | $392.0K | 0.02% | +10,774 | New |
| Fulton Bank, N.A. | 10,560 | $382.0K | 0.02% | +929+9.6% | Added |
| Costello Asset Management, INC | 10,390 | $376.0K | 0.26% | −372−3.5% | 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 |
| Cadence Bank NA | 10,222 | $370.0K | 0.10% | −584−5.4% | Reduced |
| Daiwa Securities Group Inc. | 10,185 | $369.0K | 0.00% | +450+4.6% | Added |
| Wade G W & Inc | 10,082 | $365.0K | 0.02% | +10,082 | New |
| 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 |
| TL Private Wealth | 9,935 | $355.0K | 0.19% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 9,435 | $342.0K | 0.09% | +9,435 | New |
| Twinbeech Capital LP | 9,273 | $336.0K | 0.01% | +9,273 | New |
| American Portfolios Advisors | 9,225 | $334.1K | 0.01% | +28+0.3% | Added |
| GW Henssler & Associates Ltd | 9,072 | $329.0K | 0.02% | +20+0.2% | Added |
| Haverford Trust Co | 8,683 | $314.0K | 0.00% | +681+8.5% | Added |
| Lindenwold Advisors | 8,554 | $310.0K | 0.19% | +513+6.4% | Added |
| Point72 Hong Kong Ltd | 8,529 | $309.0K | 0.03% | +8,529 | New |
| Creative Planning | 8,373 | $303.0K | 0.00% | −2,364−22.0% | Reduced |
| Chesley Taft & Associates LLC | 8,280 | $298.0K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 8,109 | $294.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 8,049 | $292.0K | 0.10% | +161+2.0% | Added |
| V2 Financial group LLC | 8,030 | $290.8K | 0.22% | +8,030 | New |
| B. Metzler seel. Sohn & Co. AG | 7,912 | $287.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,822 | $284.0K | 0.01% | −95−1.2% | Reduced |
| Quantamental Technologies LLC | 7,820 | $283.0K | 0.16% | +480+6.5% | Added |
| Barry Investment Advisors, LLC | 7,636 | $279.0K | 0.07% | +1,692+28.5% | Added |
| IFG Advisory, LLC | 7,671 | $277.0K | 0.03% | −152−1.9% | Reduced |
| Occudo Quantitative Strategies LP | 7,619 | $276.0K | 0.02% | +1,850+32.1% | Added |
| Cullen/Frost Bankers, Inc. | 7,561 | $274.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 7,535 | $273.0K | 0.03% | +742+10.9% | Added |
| Boston Trust Walden Corp | 7,500 | $272.0K | 0.00% | −1,750−18.9% | Reduced |
| Echo Street Capital Management LLC | 7,407 | $268.0K | 0.00% | +603+8.9% | Added |
| Moors & Cabot, Inc. | 7,287 | $264.0K | 0.02% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 7,266 | $263.0K | 0.27% | +2,177+42.8% | Added |
| Blair William & Co | 7,199 | $261.0K | 0.00% | 00.0% | Unchanged |
| Bell Bank | 7,117 | $258.0K | 0.03% | 00.0% | Unchanged |
| Sabal Trust CO | 6,900 | $250.0K | 0.02% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,838 | $248.0K | 0.01% | +627+10.1% | Added |
| Johnson Financial Group, Inc. | 6,819 | $247.0K | 0.02% | +207+3.1% | Added |
| Pacer Advisors, Inc. | 6,793 | $246.0K | 0.00% | −14,912−68.7% | Reduced |
| Advisor Partners LLC | 6,782 | $246.0K | 0.02% | +475+7.5% | Added |
| First Citizens Bank & Trust Co | 6,758 | $245.0K | 0.01% | +88+1.3% | Added |
| Tower Research Capital LLC (TRC) | 6,705 | $243.0K | 0.00% | −11,886−63.9% | Reduced |
| Garrison Point Advisors, LLC | 6,680 | $242.0K | 0.17% | 00.0% | Unchanged |
| Prudential PLC | 6,635 | $240.0K | 0.00% | +6,635 | New |
| Bailard, Inc. | 6,559 | $238.0K | 0.01% | −800−10.9% | Reduced |
| Bridgefront Capital, LLC | 6,522 | $236.0K | 0.29% | +6,522 | New |
| Calton & Associates, Inc. | 6,476 | $234.0K | 0.07% | +22+0.3% | Added |
| Sonora Investment Management Group, LLC | 6,405 | $232.0K | 0.03% | −335−5.0% | Reduced |
| Qtron Investments LLC | 6,383 | $231.0K | 0.05% | −13,541−68.0% | Reduced |
| Avantax Advisory Services, Inc. | 6,288 | $229.0K | 0.00% | +5+0.1% | Added |
| Regentatlantic Capital LLC | 6,286 | $228.0K | 0.01% | −988−13.6% | Reduced |
| Moody National Bank Trust Division | 6,291 | $228.0K | 0.01% | −76−1.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,300 | $228.0K | 0.13% | 00.0% | Unchanged |
| Stephens Inc | 6,103 | $221.0K | 0.00% | −1,065−14.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,054 | $219.0K | 0.01% | −830−12.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 6,000 | $219.0K | 0.12% | 00.0% | Unchanged |
| Schroder Investment Management Group | 5,936 | $217.0K | 0.00% | −2,945−33.2% | Reduced |
| Boston Family Office LLC | 6,000 | $217.0K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,899 | $214.0K | 0.00% | −18,122−75.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,846 | $212.0K | 0.04% | +111+1.9% | Added |
| Squarepoint Ops LLC | 5,812 | $211.0K | 0.00% | −42,335−87.9% | Reduced |
| JFS Wealth Advisors, LLC | 5,808 | $210.0K | 0.02% | +7+0.1% | Added |
| Baker Ellis Asset Management LLC | 5,750 | $208.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 5,727 | $207.0K | 0.02% | +5,727 | New |
| Wolverine Trading, LLC | 5,640 | $206.0K | 0.01% | −8,210−59.3% | Reduced |
| Coldstream Capital Management Inc | 5,681 | $206.0K | 0.01% | −199−3.4% | Reduced |
| Ci Investments Inc. | 5,678 | $206.0K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 5,619 | $203.0K | 0.00% | −63,824−91.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 5,608 | $203.0K | 0.01% | −100−1.8% | Reduced |
| Doliver Advisors, LP | 5,595 | $203.0K | 0.06% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 5,539 | $201.0K | 0.00% | −5,220−48.5% | Reduced |
| Valley National Advisers Inc | 4,544 | $165.0K | 0.03% | +1,905+72.2% | Added |
| Compagnie Lombard Odier SCmA | 4,288 | $155.0K | 0.00% | −4,288−50.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,092 | $148.2K | 0.00% | −1,639−28.6% | Reduced |
| Signaturefd, LLC | 4,026 | $146.0K | 0.00% | +96+2.4% | Added |
| Altshuler Shaham Ltd | 3,936 | $144.0K | 0.00% | +457+13.1% | Added |
| Central Trust Co | 3,950 | $143.0K | 0.00% | +700+21.5% | Added |