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Livermore
Livermore
ZHEN

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
Epoch Investment Partners, Inc.11,893$459.0K0.00%00.0%Unchanged
Redpoint Investment Management Pty Ltd11,870$458.0K0.05%−5,331−31.0%Reduced
Navellier & Associates Inc11,647$450.0K0.10%+11,647New
Fulton Bank, N.A.11,478$443.0K0.02%+918+8.7%Added
Veritable, L.P.11,379$439.0K0.01%−268−2.3%Reduced
Abundance Wealth Counselors11,291$436.0K0.12%+1,856+19.7%Added
Sumitomo Mitsui DS Asset Management Company, Ltd11,126$430.0K0.01%00.0%Unchanged
Shelton Capital Management11,082$428.0K0.02%00.0%Unchanged
A. D. Beadell Investment Counsel, Inc.11,000$424.0K0.35%00.0%Unchanged
Mma Asset Management LLC10,945$423.0K0.36%00.0%Unchanged
Grandview Asset Management LLC10,855$419.0K0.23%−3,335−23.5%Reduced
Vontobel Holding Ltd.10,707$418.0K0.00%+904+9.2%Added
HBK Sorce Advisory LLC10,762$416.0K0.03%−176−1.6%Reduced
Quantamental Technologies LLC10,736$415.0K0.19%+2,916+37.3%Added
Daiwa Securities Group Inc.10,585$409.0K0.00%+400+3.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.10,447$403.0K0.00%−1,154−9.9%Reduced
Godshalk Welsh Capital Management, Inc.10,325$399.0K0.29%00.0%Unchanged
Strategic Wealth Advisors Group, LLC10,144$398.0K0.02%−630−5.8%Reduced
TL Private Wealth9,935$395.0K0.23%00.0%Unchanged
Costello Asset Management, INC10,041$388.0K0.34%−349−3.4%Reduced
Cadence Bank NA9,849$380.0K0.12%−373−3.6%Reduced
Hyman Charles D9,778$378.0K0.03%−1,278−11.6%Reduced
CIBC Asset Management Inc9,745$376.0K0.00%−129−1.3%Reduced
Krane Funds Advisors LLC9,715$375.0K0.01%−2,710−21.8%Reduced
Ethic Inc.9,573$370.0K0.03%+9,573New
Quadrature Capital Ltd9,283$359.0K0.01%+9,283New
Steward Partners Investment Advisory, LLC8,891$343.0K0.01%−1,440−13.9%Reduced
Banque Cantonale Vaudoise8,900$343.0K0.02%+5,200+140.5%Added
American Portfolios Advisors8,815$340.3K0.01%−410−4.4%Reduced
Wade G W & Inc8,817$340.0K0.02%−1,265−12.5%Reduced
Nordea Investment Management AB8,704$335.0K0.00%−2,814−24.4%Reduced
Haverford Trust Co8,683$335.0K0.00%00.0%Unchanged
Pathstone Family Office, LLC8,590$334.5K0.01%+8,590New
Lindenwold Advisors8,639$334.0K0.24%+85+1.0%Added
Chesley Taft & Associates LLC8,280$320.0K0.02%00.0%Unchanged
Wesbanco Bank Inc8,109$314.0K0.01%00.0%Unchanged
Spire Wealth Management8,140$314.0K0.01%+4,723+138.2%Added
Moody National Bank Trust Division8,125$313.0K0.03%+1,834+29.2%Added
V2 Financial group LLC8,030$310.0K0.25%00.0%Unchanged
Legacy Wealth Asset Management, LLC8,016$309.0K0.13%−33−0.4%Reduced
BDO Wealth Advisors, LLC7,933$306.0K0.04%+398+5.3%Added
Wrapmanager Inc7,763$300.0K0.09%+7,763New
IFG Advisory, LLC7,672$296.0K0.03%+10.0%Added
Bryn Mawr Trust Co7,607$294.0K0.01%−215−2.7%Reduced
Moors & Cabot, Inc.7,587$293.0K0.02%+300+4.1%Added
Cullen/Frost Bankers, Inc.7,561$292.0K0.01%00.0%Unchanged
Advisor Partners LLC7,554$292.0K0.02%+772+11.4%Added
Covestor Ltd7,566$292.0K0.24%+5,988+379.5%Added
Connectus Wealth, LLC7,500$290.0K0.01%+7,500New
Cetera Investment Advisers7,475$289.0K0.00%+7,475New
BKD Wealth Advisors, LLC7,455$288.0K0.01%+617+9.0%Added
First Heartland Consultants, Inc.7,426$286.0K0.04%+7,426New
IFP Advisors, Inc5,978$285.0K0.01%−2,666−30.8%Reduced
Blair William & Co7,199$278.0K0.00%00.0%Unchanged
Lazard Asset Management LLC7,203$277.0K0.00%+3,471+93.0%Added
Bell Bank7,141$276.0K0.03%+24+0.3%Added
Creative Planning7,134$275.0K0.00%−1,239−14.8%Reduced
Jeppson Wealth Management, LLC6,925$267.0K0.11%+6,925New
AE Wealth Management LLC6,870$265.0K0.00%+6,870New
Johnson Financial Group, Inc.6,769$261.0K0.02%−50−0.7%Reduced
Watershed Asset Management, L.L.C.6,714$259.0K0.32%−552−7.6%Reduced
Garrison Point Advisors, LLC6,680$258.0K0.21%00.0%Unchanged
Bailard, Inc.6,559$253.0K0.01%00.0%Unchanged
Avantax Advisory Services, Inc.6,532$252.0K0.00%+244+3.9%Added
Calton & Associates, Inc.6,501$251.0K0.14%+25+0.4%Added
Sonora Investment Management Group, LLC6,470$250.0K0.02%+65+1.0%Added
Compagnie Lombard Odier SCmA6,473$250.0K0.01%+2,185+51.0%Added
First Citizens Bank & Trust Co6,463$249.0K0.01%−295−4.4%Reduced
Meiji Yasuda Asset Management Co Ltd.6,444$249.0K0.01%+390+6.4%Added
Coldstream Capital Management Inc6,439$249.0K0.01%+758+13.3%Added
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors5,694$246.0K0.06%+5,694New
Prudential PLC6,310$244.0K0.00%−325−4.9%Reduced
Wiley Bros.-Aintree Capital, LLC6,300$243.0K0.14%00.0%Unchanged
Neo Ivy Capital Management6,214$239.0K0.64%+6,214New
Stephens Inc6,103$236.0K0.00%00.0%Unchanged
Beirne Wealth Consulting Services, LLC6,000$234.0K0.15%00.0%Unchanged
Boston Family Office LLC6,000$232.0K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC5,926$229.0K0.02%+118+2.0%Added
Gsa Capital Partners LLP5,888$227.0K0.03%+5,888New
Van Eck Associates Corp5,866$226.0K0.00%+3,480+145.9%Added
Tiaa, FSB5,840$225.0K0.00%+5,840New
Hunter Associates Investment Management LLC5,737$221.0K0.05%+5,737New
Pearl River Capital, LLC5,660$219.0K0.05%+5,660New
Baker Ellis Asset Management LLC5,650$218.0K0.05%−100−1.7%Reduced
Doliver Advisors, LP5,595$216.0K0.08%00.0%Unchanged
Meiji Yasuda Life Insurance Co5,539$214.0K0.00%00.0%Unchanged
CWM Advisors, LLC5,482$212.0K0.03%−28,481−83.9%Reduced
Regentatlantic Capital LLC5,438$210.0K0.01%−848−13.5%Reduced
Hoylecohen, LLC5,395$208.0K0.02%+5,395New
Moneta Group Investment Advisors LLC5,284$204.0K0.01%+5,284New
Davenport & Co LLC5,195$201.0K0.00%−704−11.9%Reduced
Hendley & Co Inc5,190$200.0K0.09%+5,190New
Vestcor Inc4,882$188.0K0.01%+1,572+47.5%Added
EMC Capital Management3,974$153.0K0.13%+1,336+50.6%Added
Central Trust Co3,950$152.0K0.01%00.0%Unchanged
Signaturefd, LLC3,863$149.0K0.01%−163−4.0%Reduced
Hartford Financial Management Inc.3,755$145.0K0.04%00.0%Unchanged
AIA Group Ltd3,720$144.0K0.01%+3,720New
Webster Bank, N. A.3,664$141.0K0.02%00.0%Unchanged
Altshuler Shaham Ltd3,298$128.0K0.00%−638−16.2%Reduced