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, Q2 2022
Institutional positions in Ugi Corp as of Jun 30, 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
- 532
- +2 vs. Q1 2022
- Shares held
- 171.6M
- −992.3K (−0.6%) vs. Q1 2022
- Total value
- $6.65B
- +$404.6M (+6.5%) vs. Q1 2022
- New holders
- 70
- 201 more added
- Sold out
- 68
- 155 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Haverford Trust Co | 8,683 | $335.0K | 0.00% | 00.0% | Unchanged |
| Wade G W & Inc | 8,817 | $340.0K | 0.02% | −1,265−12.5% | Reduced |
| American Portfolios Advisors | 8,815 | $340.3K | 0.01% | −410−4.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 8,891 | $343.0K | 0.01% | −1,440−13.9% | Reduced |
| Banque Cantonale Vaudoise | 8,900 | $343.0K | 0.02% | +5,200+140.5% | Added |
| Quadrature Capital Ltd | 9,283 | $359.0K | 0.01% | +9,283 | New |
| Ethic Inc. | 9,573 | $370.0K | 0.03% | +9,573 | New |
| Krane Funds Advisors LLC | 9,715 | $375.0K | 0.01% | −2,710−21.8% | Reduced |
| CIBC Asset Management Inc | 9,745 | $376.0K | 0.00% | −129−1.3% | Reduced |
| Hyman Charles D | 9,778 | $378.0K | 0.03% | −1,278−11.6% | Reduced |
| Cadence Bank NA | 9,849 | $380.0K | 0.12% | −373−3.6% | Reduced |
| Costello Asset Management, INC | 10,041 | $388.0K | 0.34% | −349−3.4% | Reduced |
| TL Private Wealth | 9,935 | $395.0K | 0.23% | 00.0% | Unchanged |
| Strategic Wealth Advisors Group, LLC | 10,144 | $398.0K | 0.02% | −630−5.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,325 | $399.0K | 0.29% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,447 | $403.0K | 0.00% | −1,154−9.9% | Reduced |
| Daiwa Securities Group Inc. | 10,585 | $409.0K | 0.00% | +400+3.9% | Added |
| Quantamental Technologies LLC | 10,736 | $415.0K | 0.19% | +2,916+37.3% | Added |
| HBK Sorce Advisory LLC | 10,762 | $416.0K | 0.03% | −176−1.6% | Reduced |
| Vontobel Holding Ltd. | 10,707 | $418.0K | 0.00% | +904+9.2% | Added |
| Grandview Asset Management LLC | 10,855 | $419.0K | 0.23% | −3,335−23.5% | Reduced |
| Mma Asset Management LLC | 10,945 | $423.0K | 0.36% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 11,000 | $424.0K | 0.35% | 00.0% | Unchanged |
| Shelton Capital Management | 11,082 | $428.0K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,126 | $430.0K | 0.01% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 11,291 | $436.0K | 0.12% | +1,856+19.7% | Added |
| Veritable, L.P. | 11,379 | $439.0K | 0.01% | −268−2.3% | Reduced |
| Fulton Bank, N.A. | 11,478 | $443.0K | 0.02% | +918+8.7% | Added |
| Navellier & Associates Inc | 11,647 | $450.0K | 0.10% | +11,647 | New |
| Redpoint Investment Management Pty Ltd | 11,870 | $458.0K | 0.05% | −5,331−31.0% | Reduced |
| Epoch Investment Partners, Inc. | 11,893 | $459.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12,000 | $463.3K | 0.19% | +12,000 | New |
| Schechter Investment Advisors, LLC | 12,085 | $466.0K | 0.05% | +265+2.2% | Added |
| V Wealth Advisors LLC | 12,524 | $484.0K | 0.09% | +12,524 | New |
| Pacer Advisors, Inc. | 12,652 | $488.0K | 0.00% | +5,859+86.3% | Added |
| Intech Investment Management LLC | 12,702 | $490.0K | 0.00% | +12,702 | New |
| Williams Jones Wealth Management, LLC. | 13,518 | $522.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 13,883 | $536.0K | 0.01% | +2,132+18.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,989 | $540.0K | 0.03% | +316+2.3% | Added |
| MML Investors Services, LLC | 14,019 | $541.0K | 0.00% | +1,826+15.0% | Added |
| Campbell & CO Investment Adviser LLC | 14,035 | $542.0K | 0.15% | +14,035 | New |
| Fuller & Thaler Asset Management, Inc. | 14,065 | $543.0K | 0.00% | −5,520−28.2% | Reduced |
| Tower Research Capital LLC (TRC) | 14,356 | $554.0K | 0.01% | +7,651+114.1% | Added |
| Exchange Traded Concepts, LLC | 14,656 | $566.0K | 0.02% | +560+4.0% | Added |
| KBC Group NV | 14,941 | $577.0K | 0.00% | −713−4.6% | Reduced |
| Wetherby Asset Management Inc | 14,968 | $578.0K | 0.04% | +226+1.5% | Added |
| Cetera Advisor Networks LLC | 15,078 | $582.0K | 0.01% | +1,712+12.8% | Added |
| Teza Capital Management LLC | 15,094 | $583.0K | 0.22% | +15,094 | New |
| USS Investment Management Ltd | 15,478 | $598.0K | 0.01% | −3,139−16.9% | Reduced |
| Nations Financial Group Inc, | 15,578 | $601.0K | 0.08% | +4,652+42.6% | Added |
| US Bancorp | 15,695 | $606.0K | 0.00% | −333−2.1% | Reduced |
| Maryland State Retirement & Pension System | 15,926 | $615.0K | 0.02% | 00.0% | Unchanged |
| TD Asset Management Inc | 16,210 | $626.0K | 0.00% | −2,390−12.8% | Reduced |
| Elo Mutual Pension Insurance Co | 16,442 | $635.0K | 0.02% | −16,550−50.2% | Reduced |
| Quantinno Capital Management LP | 16,466 | $636.0K | 0.09% | +16,466 | New |
| Naples Global Advisors, LLC | 16,925 | $658.0K | 0.09% | +4,685+38.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,403 | $672.0K | 0.00% | +2,063+13.4% | Added |
| Profund Advisors LLC | 17,809 | $688.0K | 0.04% | −2,672−13.0% | Reduced |
| JustInvest LLC | 18,178 | $702.0K | 0.03% | +2,075+12.9% | Added |
| Wealthspire Advisors, LLC | 18,250 | $705.0K | 0.01% | +18,250 | New |
| Carnegie Capital Asset Management, LLC | 18,839 | $727.0K | 0.03% | +758+4.2% | Added |
| Securian Asset Management, Inc | 19,144 | $739.0K | 0.02% | +319+1.7% | Added |
| Kendall Capital Management | 19,821 | $765.0K | 0.42% | +2,635+15.3% | Added |
| Needham Investment Management LLC | 20,000 | $772.0K | 0.14% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 20,550 | $793.0K | 0.51% | +941+4.8% | Added |
| Renaissance Technologies LLC | 20,583 | $795.0K | 0.00% | −690,000−97.1% | Reduced |
| Crossmark Global Holdings, Inc. | 20,614 | $796.0K | 0.02% | −3,050−12.9% | Reduced |
| Geneos Wealth Management Inc. | 20,091 | $798.0K | 0.04% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 21,266 | $821.0K | 0.01% | +13,354+168.8% | Added |
| Argyle Capital Management Inc. | 21,450 | $828.0K | 0.30% | +900+4.4% | Added |
| Integrated Advisors Network LLC | 21,822 | $843.0K | 0.05% | +897+4.3% | Added |
| 1832 Asset Management L.P. | 22,204 | $857.0K | 0.00% | −10,959−33.0% | Reduced |
| CX Institutional | 22,330 | $863.0K | 0.07% | +22,330 | New |
| GoalVest Advisory LLC | 22,436 | $864.0K | 0.55% | +22,436 | New |
| United Services Automobile Association | 22,443 | $866.0K | 0.02% | +22,443 | New |
| Lido Advisors, LLC | 22,551 | $870.0K | 0.02% | +6,842+43.6% | Added |
| Mariner, LLC | 22,612 | $873.0K | 0.00% | +2,706+13.6% | Added |
| Public Employees Retirement Association of Colorado | 23,982 | $926.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 24,022 | $928.0K | 0.02% | −84−0.3% | Reduced |
| British Columbia Investment Management Corp | 24,188 | $934.0K | 0.01% | −8,112−25.1% | Reduced |
| Seeyond | 24,400 | $942.0K | 0.11% | −489−2.0% | Reduced |
| Nissay Asset Management Corp | 24,423 | $943.0K | 0.01% | −161−0.7% | Reduced |
| Advisors Asset Management, Inc. | 24,966 | $964.0K | 0.02% | +24,966 | New |
| Xponance, Inc. | 25,188 | $973.0K | 0.02% | +2,010+8.7% | Added |
| Mercer Global Advisors Inc | 25,529 | $986.0K | 0.01% | +5,579+28.0% | Added |
| Centiva Capital, LP | 25,619 | $989.0K | 0.06% | −7,249−22.1% | Reduced |
| Janus Henderson Group PLC | 26,052 | $1.01M | 0.00% | −36,904−58.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 26,832 | $1.04M | 0.35% | +8,672+47.8% | Added |
| ARGI Investment Services, LLC | 26,908 | $1.04M | 0.03% | +4,457+19.9% | Added |
| Cornercap Investment Counsel Inc | 27,173 | $1.05M | 0.18% | −7,747−22.2% | Reduced |
| Atria Investments LLC | 27,206 | $1.05M | 0.02% | +27,206 | New |
| Banco Santander, S.A. | 27,440 | $1.06M | 0.01% | −177,050−86.6% | Reduced |
| PEAK6 Investments LLC | 35,696 | $1.08M | 0.02% | +6,929+24.1% | Added |
| Baird Financial Group, Inc. | 28,241 | $1.09M | 0.00% | +21+0.1% | Added |
| Point72 Hong Kong Ltd | 28,496 | $1.10M | 0.07% | +19,967+234.1% | Added |
| Engineers Gate Manager LP | 28,693 | $1.11M | 0.04% | −142,041−83.2% | Reduced |
| Winton Group Ltd | 29,014 | $1.12M | 0.06% | −1,065−3.5% | Reduced |
| Rehmann Capital Advisory Group | 29,668 | $1.15M | 0.13% | +29,668 | New |
| Coastline Trust Co | 29,956 | $1.16M | 0.17% | +460+1.6% | Added |
| Hussman Strategic Advisors, Inc. | 30,000 | $1.16M | 0.20% | 00.0% | Unchanged |