Skip to main content

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.

Institutional holdersQ2 2022: 532 institutions
Q1 2021: 498 institutionsQ2 2021: 502 institutionsQ3 2021: 512 institutionsQ4 2021: 564 institutionsQ1 2022: 537 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 486 institutionsQ3 2023: 444 institutionsQ4 2023: 444 institutionsQ1 2024: 446 institutionsQ2 2024: 464 institutionsQ3 2024: 476 institutionsQ4 2024: 510 institutionsQ1 2025: 565 institutionsQ2 2025: 594 institutionsQ3 2025: 569 institutionsQ4 2025: 613 institutionsQ1 2026: 597 institutionsQ2 2026: 625 institutions
Value heldQ2 2022: $6.65B
Q1 2021: $6.78BQ2 2021: $7.88BQ3 2021: $7.21BQ4 2021: $7.76BQ1 2022: $6.31BQ2 2022: $6.65BQ3 2022: $5.57BQ4 2022: $6.54BQ1 2023: $6.04BQ2 2023: $4.66BQ3 2023: $3.95BQ4 2023: $4.24BQ1 2024: $4.26BQ2 2024: $4.19BQ3 2024: $4.55BQ4 2024: $5.59BQ1 2025: $6.44BQ2 2025: $7.16BQ3 2025: $6.53BQ4 2025: $7.46BQ1 2026: $7.07BQ2 2026: $7.02B
Institutions holding UGI and their total value by quarter
QuarterHoldersValue
Q2 2026625$7.02B
Q1 2026597$7.07B
Q4 2025613$7.46B
Q3 2025569$6.53B
Q2 2025594$7.16B
Q1 2025565$6.44B
Q4 2024510$5.59B
Q3 2024476$4.55B
Q2 2024464$4.19B
Q1 2024446$4.26B
Q4 2023444$4.24B
Q3 2023444$3.95B
Q2 2023486$4.66B
Q1 2023525$6.04B
Q4 2022540$6.54B
Q3 2022510$5.57B
Q2 2022532$6.65B
Q1 2022537$6.31B
Q4 2021564$7.76B
Q3 2021512$7.21B
Q2 2021502$7.88B
Q1 2021498$6.78B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2022.

Institutions holding UGI in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc98,930$3.82M0.00%−690−0.7%Reduced
Gamco Investors, Inc. Et Al100,899$3.90M0.04%−4,100−3.9%Reduced
HighTower Advisors, LLC105,217$4.06M0.01%+6,865+7.0%Added
American Century Companies Inc108,083$4.17M0.00%−18,888−14.9%Reduced
Roffman Miller Associates Inc108,759$4.20M0.36%−5,621−4.9%Reduced
Storebrand Asset Management AS109,297$4.22M0.02%00.0%Unchanged
Jump Financial, LLC109,501$4.23M0.18%+109,501New
Second Half Financial Partners, LLC104,327$4.28M3.41%00.0%Unchanged
Ontario Teachers Pension Plan Board111,523$4.31M0.06%+111,523New
Pictet Asset Management SA112,724$4.35M0.01%+11,836+11.7%Added
Bill Few Associates, Inc.114,116$4.41M2.82%+146+0.1%Added
State of New Jersey Common Pension Fund D114,868$4.43M0.02%+8,764+8.3%Added
Treasurer of the State of North Carolina115,907$4.47M0.03%+29,012+33.4%Added
Public Employees Retirement System of Ohio116,018$4.48M0.02%−7,638−6.2%Reduced
Miller Howard Investments Inc116,808$4.51M0.17%+8,528+7.9%Added
Hennessy Advisors Inc117,652$4.54M0.27%00.0%Unchanged
Citadel Advisors LLC121,880$4.71M0.01%+121,880New
Zacks Investment Management122,170$4.72M0.07%+122,170New
Yousif Capital Management, LLC122,415$4.73M0.06%+5,225+4.5%Added
Mn Services Vermogensbeheer B.V.124,500$4.81M0.04%−22,100−15.1%Reduced
State of Tennessee, Treasury Department125,192$4.83M0.02%00.0%Unchanged
Burney Co128,010$4.94M0.26%−5,880−4.4%Reduced
Icon Advisers Inc129,495$5.00M1.16%+82,000+172.6%Added
Guggenheim Capital LLC134,582$5.20M0.04%−5,082−3.6%Reduced
MetLife Investment Management136,548$5.27M0.04%+899+0.7%Added
Cubist Systematic Strategies, LLC137,758$5.32M0.04%−95,068−40.8%Reduced
Robeco Institutional Asset Management B.V.139,863$5.40M0.02%−21,707−13.4%Reduced
Oregon Public Employees Retirement Fund148,518$5.73M0.09%+41,716+39.1%Added
Banque Pictet & Cie SA149,084$5.76M0.06%+70,465+89.6%Added
Texas Permanent School Fund151,778$5.86M0.09%+3,037+2.0%Added
Foster & Motley Inc152,505$5.89M0.52%+4,869+3.3%Added
First Republic Investment Management, Inc.152,798$5.90M0.02%+686+0.5%Added
Janney Montgomery Scott LLC148,639$5.90M0.03%−1,359−0.9%Reduced
Barclays PLC153,054$5.91M0.01%+43,887+40.2%Added
Amalgamated Bank154,940$5.98M0.06%+9,569+6.6%Added
Commonwealth Equity Services, LLC156,955$6.06M0.02%+5,051+3.3%Added
Envestnet Asset Management Inc157,643$6.09M0.00%+33,864+27.4%Added
RPG Investment Advisory, LLC159,788$6.17M1.25%+270+0.2%Added
AXA S.A.162,692$6.28M0.02%+213+0.1%Added
Employees Retirement System of Texas162,800$6.29M0.09%00.0%Unchanged
Asset Management One Co.,Ltd.174,182$6.72M0.03%−4,438−2.5%Reduced
Skandinaviska Enskilda Banken AB (publ)174,800$6.75M0.05%+29,343+20.2%Added
Mutual of America Capital Management LLC175,599$6.78M0.09%−15,711−8.2%Reduced
Stifel Financial Corp178,945$6.91M0.01%−19,890−10.0%Reduced
DnB Asset Management AS183,042$7.07M0.05%+7,578+4.3%Added
M&T Bank Corp189,044$7.16M0.03%+45,800+32.0%Added
Citigroup Inc199,494$7.70M0.01%+24,287+13.9%Added
Swiss Life Asset Management Ltd199,665$7.72M0.12%+65,804+49.2%Added
Comerica Bank189,090$7.78M0.06%−6,607−3.4%Reduced
Westpac Banking Corp210,066$8.11M0.11%+48,069+29.7%Added
Allianz Asset Management GmbH215,996$8.34M0.01%−192,703−47.2%Reduced
Holocene Advisors, LP222,334$8.58M0.05%+130,323+141.6%Added
Bragg Financial Advisors, Inc224,026$8.65M0.57%+123,734+123.4%Added
State of Wisconsin Investment Board234,055$9.04M0.02%−177,496−43.1%Reduced
State Board of Administration of Florida Retirement System246,103$9.50M0.02%−10,491−4.1%Reduced
Thrivent Financial for Lutherans250,397$9.67M0.03%−12,497−4.8%Reduced
HSBC Holdings PLC249,915$9.67M0.01%+45,011+22.0%Added
New York State Common Retirement Fund262,981$10.2M0.01%+6,117+2.4%Added
Prudential Financial Inc266,656$10.4M0.02%−350,201−56.8%Reduced
Mitsubishi UFJ Trust & Banking Corp293,107$11.3M0.03%+97,023+49.5%Added
Franklin Resources Inc293,486$11.3M0.01%−54,899−15.8%Reduced
New York State Teachers Retirement System294,876$11.4M0.03%+20,000+7.3%Added
Millennium Management LLC298,324$11.5M0.02%−233,732−43.9%Reduced
Wells Fargo & Company312,959$12.1M0.00%−22,038−6.6%Reduced
Credit Suisse AG322,779$12.5M0.01%−28,968−8.2%Reduced
Aviva PLC324,383$12.5M0.07%+246,403+316.0%Added
Glenmede Trust Co NA328,226$12.7M0.07%−23,276−6.6%Reduced
Reinhart Partners, Inc.332,846$12.9M0.71%−2,025−0.6%Reduced
Old Republic International Corporation333,000$12.9M0.31%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)334,407$12.9M0.08%−26,872−7.4%Reduced
Allspring Global Investments Holdings, LLC336,825$13.0M0.02%−655,978−66.1%Reduced
American International Group, Inc.346,944$13.4M0.09%−8,453−2.4%Reduced
UBS Group AG363,716$14.0M0.01%+96,523+36.1%Added
California State Teachers Retirement System366,550$14.2M0.02%+4,634+1.3%Added
Howland Capital Management LLC375,151$14.6M0.90%−20,448−5.2%Reduced
Great West Life Assurance Co406,331$15.7M0.04%+233,276+134.8%Added
California Public Employees Retirement System407,213$15.7M0.01%−15,484−3.7%Reduced
Voya Investment Management LLC415,493$16.0M0.04%+1,407+0.3%Added
Ameriprise Financial Inc421,655$16.3M0.01%−48,962−10.4%Reduced
Los Angeles Capital Management LLC442,784$17.1M0.08%+342,319+340.7%Added
Amundi442,134$17.6M0.01%+29,795+7.2%Added
Ensign Peak Advisors, Inc457,976$17.7M0.04%+77,670+20.4%Added
APG Asset Management N.V.498,292$18.4M0.04%−504,499−50.3%Reduced
AustralianSuper Pty Ltd489,802$18.9M0.13%+214,350+77.8%Added
FMR LLC499,456$19.3M0.00%+437,502+706.2%Added
Alliancebernstein L.P.501,225$19.4M0.01%−78,630−13.6%Reduced
Retirement Systems of Alabama511,029$19.7M0.08%+1,343+0.3%Added
Gabelli Funds LLC520,600$20.1M0.15%+3,500+0.7%Added
Man Group plc–$20.3M0.09%––
Energy Income Partners, LLC537,968$20.8M0.48%−305,738−36.2%Reduced
Wedge Capital Management L L P542,450$20.9M0.33%−35,556−6.2%Reduced
Sumitomo Mitsui Trust Holdings, Inc.570,206$22.0M0.02%+47,382+9.1%Added
Managed Asset Portfolios, LLC584,720$22.6M3.58%+5,089+0.9%Added
Rhumbline Advisers626,909$24.2M0.04%+61,957+11.0%Added
ProShare Advisors LLC654,164$25.3M0.08%+131,515+25.2%Added
Deprince Race & Zollo Inc680,806$26.3M0.61%+136,893+25.2%Added
Bank of America Corp704,404$27.2M0.00%+112,748+19.1%Added
UBS Asset Management Americas Inc792,617$30.6M0.02%+30,229+4.0%Added
Manufacturers Life Insurance Company, The800,223$30.9M0.02%−814−0.1%Reduced
JPMorgan Chase & Co831,499$32.1M0.00%+38,608+4.9%Added