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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.

Q2 2022 vs. Q1 2022

How the institutions holding Ugi Corp changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of UGI: Q1 2022 compared with Q2 2022
MeasureQ1 2022Of which not filed for Q2 2022Q2 2022Change
Holders5377532+2
Shares174.1M1.54M171.6M−992.3K (−0.6%)
Value$6.31B$55.4M$6.65B+$404.6M (+6.5%)

7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (70)

Institutions that held Ugi Corp at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to UGI in Q2 2022
InstitutionSharesValue% of portfolio
Zacks Investment Management122,170$4.72M0.07%
Citadel Advisors LLC121,880$4.71M0.01%
Ontario Teachers Pension Plan Board111,523$4.31M0.06%
Jump Financial, LLC109,501$4.23M0.18%
Edgestream Partners, L.P.70,425$2.72M0.21%
AlphaCrest Capital Management LLC66,669$2.57M0.12%
Alps Advisors Inc52,235$2.02M0.02%
Caisse de Depot Et Placement du Quebec47,100$1.82M0.01%
RBA Wealth Management, LLC45,946$1.77M0.98%
Monument Capital Management42,515$1.64M0.62%
Dynamic Technology Lab Private Ltd38,440$1.48M0.17%
Reaves W H & Co Inc36,500$1.41M0.05%
Sciencast Management LP31,675$1.38M0.31%
Erste Asset Management GmbH35,200$1.37M0.03%
Bayesian Capital Management, LP35,023$1.35M0.25%
Y-Intercept (Hong Kong) Ltd32,623$1.26M0.17%
Rehmann Capital Advisory Group29,668$1.15M0.13%
Atria Investments LLC27,206$1.05M0.02%
Advisors Asset Management, Inc.24,966$964.0K0.02%
United Services Automobile Association22,443$866.0K0.02%
GoalVest Advisory LLC22,436$864.0K0.55%
CX Institutional22,330$863.0K0.07%
Wealthspire Advisors, LLC18,250$705.0K0.01%
Quantinno Capital Management LP16,466$636.0K0.09%
Teza Capital Management LLC15,094$583.0K0.22%
Campbell & CO Investment Adviser LLC14,035$542.0K0.15%
Intech Investment Management LLC12,702$490.0K0.00%
V Wealth Advisors LLC12,524$484.0K0.09%
Archer Investment Corp12,000$463.3K0.19%
Navellier & Associates Inc11,647$450.0K0.10%
Ethic Inc.9,573$370.0K0.03%
Quadrature Capital Ltd9,283$359.0K0.01%
Pathstone Family Office, LLC8,590$334.5K0.01%
Wrapmanager Inc7,763$300.0K0.09%
Connectus Wealth, LLC7,500$290.0K0.01%
Cetera Investment Advisers7,475$289.0K0.00%
First Heartland Consultants, Inc.7,426$286.0K0.04%
Jeppson Wealth Management, LLC6,925$267.0K0.11%
AE Wealth Management LLC6,870$265.0K0.00%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,694$246.0K0.06%
Neo Ivy Capital Management6,214$239.0K0.64%
Gsa Capital Partners LLP5,888$227.0K0.03%
Tiaa, FSB5,840$225.0K0.00%
Hunter Associates Investment Management LLC5,737$221.0K0.05%
Pearl River Capital, LLC5,660$219.0K0.05%
Hoylecohen, LLC5,395$208.0K0.02%
Moneta Group Investment Advisors LLC5,284$204.0K0.01%
Hendley & Co Inc5,190$200.0K0.09%
AIA Group Ltd3,720$144.0K0.01%
Itau Unibanco Holding S.A.2,492$96.0K0.00%
ACG Wealth2,459$95.0K0.02%
Kepos Capital LP1,712$66.0K0.01%
SeaCrest Wealth Management, LLC1,669$64.0K0.01%
Ronald Blue Trust, Inc.1,481$54.0K0.00%
Private Trust Co NA1,141$44.0K0.01%
Crewe Advisors LLC246$9.00K0.00%
Hexagon Capital Partners LLC233$9.00K0.00%
Artemis Wealth Advisors, LLC215$8.00K0.00%
Bell Investment Advisors, Inc201$8.00K0.00%
Total Clarity Wealth Management, Inc.191$7.00K0.00%
AdvisorNet Financial, Inc167$6.00K0.00%
Harbour Investments, Inc.82$3.00K0.00%
Venture Visionary Partners LLC72$2.78K0.00%
Clearstead Advisors, LLC39$2.00K0.00%
CoreCap Advisors, LLC62$2.00K0.00%
Steward Financial Group LLC70$2.00K0.00%
Raleigh Capital Management Inc.43$2.00K0.00%
South State Corp.23$1.00K0.00%
Accel Wealth Management5$00.00%
Transamerica Financial Advisors, Inc.1––

Sold out (68)

Institutions that held Ugi Corp at the end of Q1 2022 and filed for Q2 2022 without it.

Institutions that sold out of UGI in Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Point72 Asset Management, L.P.391,300$14.2M
Bank of Nova Scotia382,690$13.9M
D. E. Shaw & Co., Inc.322,528$11.7M
Arrowstreet Capital, Limited Partnership255,764$9.26M
Coann Capital LLC167,809$6.08M
Balyasny Asset Management LLC164,689$5.96M
Duality Advisers, LP157,091$5.69M
Ergoteles LLC153,126$5.55M
Invenomic Capital Management LP179,523$5.31M
Old Mission Capital LLC113,105$4.10M
Railway Pension Investments Ltd110,500$4.00M
Quantbot Technologies LP64,882$2.35M
Synergy Financial Management, LLC54,607$1.98M
O'Shares Investment Advisers, LLC49,571$1.79M
Harel Insurance Investments & Financial Services Ltd.45,000$1.63M
ING Groep NV33,500$1.21M
Mirabella Financial Services LLP30,996$1.12M
Pinebridge Investments, L.P.29,346$1.06M
ExodusPoint Capital Management, LP28,707$1.04M
PDT Partners, LLC27,500$996.0K
Unigestion Holding SA26,328$954.0K
Qube Research & Technologies Ltd22,600$819.0K
Versor Investments LP22,400$811.0K
Edgemoor Investment Advisors, Inc.19,216$696.0K
Sigma Planning Corp17,104$620.0K
Allstate Corp16,470$597.0K
Flputnam Investment Management Co15,829$573.0K
Verition Fund Management LLC15,212$551.0K
Blueshift Asset Management, LLC14,827$537.0K
Paloma Partners Management Co13,300$482.0K
Virtu Financial LLC11,244$407.0K
BlueCrest Capital Management Ltd11,084$401.0K
Twinbeech Capital LP9,273$336.0K
GW Henssler & Associates Ltd9,072$329.0K
Barry Investment Advisors, LLC7,636$279.0K
Occudo Quantitative Strategies LP7,619$276.0K
Boston Trust Walden Corp7,500$272.0K
Echo Street Capital Management LLC7,407$268.0K
Sabal Trust CO6,900$250.0K
Bridgefront Capital, LLC6,522$236.0K
Qtron Investments LLC6,383$231.0K
Schroder Investment Management Group5,936$217.0K
Procyon Private Wealth Partners, LLC5,846$212.0K
Wolverine Trading, LLC5,640$206.0K
Ferguson Wellman Capital Management, Inc5,608$203.0K
Walleye Trading LLC3,661$133.0K
McCarthy Asset Management, Inc.2,250$81.0K
Simplex Trading, LLC1,674$60.0K
Koshinski Asset Management, Inc.1,164$42.2K
Livforsakringsbolaget Skandia, Omsesidigt1,100$40.0K
Asset Dedication, LLC642$23.0K
Carroll Investors, Inc529$19.0K
Dark Forest Capital Management LP473$17.0K
Gemmer Asset Management LLC398$14.0K
TCWP LLC300$10.0K
Freedman Financial Associates, Inc.233$8.00K
Hoese & Co LLP159$6.00K
Money Concepts Capital Corp89$3.00K
Lloyd Advisory Services, LLC.90$3.00K
Exane Derivatives61$2.21K
Brown Brothers Harriman & Co49$2.00K
Tarbox Family Office, Inc.63$2.00K
Bedel Financial Consulting, Inc.63$2.00K
CFS Investment Advisory Services, LLC69,361$2.00K
Prospera Financial Services Inc30$1.00K
Cordant, Inc.31$1.00K
Addison Advisors LLC37$1.00K
McClarren Financial Advisors, Inc.10$0

Not filed for Q2 2022 yet (7)

Institutions that held Ugi Corp at the end of Q1 2022 and haven't filed a 13F for Q2 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q1 2022 that haven't filed for Q2 2022
InstitutionShares, Q1 2022Value, Q1 2022
Parametric Portfolio Associates LLC1,065,269$38.6M
Teachers Retirement System of the State of Kentucky210,568$7.63M
Amalgamated Financial Corp.145,371$5.26M
NN Investment Partners Holdings N.V.109,273$3.96M
Kings Point Capital Management433$16.0K
SJS Investment Consulting Inc.5$0
Swaine & Leidel Wealth Services, LLC4,278–