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, Q3 2022

Institutional positions in Ugi Corp as of Sep 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
510
−16 vs. Q2 2022
Shares held
172.0M
+430.0K (+0.3%) vs. Q2 2022
Total value
$5.57B
−$1.09B (−16.3%) vs. Q2 2022
New holders
56
151 more added
Sold out
72
202 more reduced

6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 510 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 heldQ3 2022: $5.57B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q2 2022.

Institutions holding UGI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Panagora Asset Management Inc35,856$1.16M0.01%−3,061−7.9%Reduced
Utah Retirement Systems37,238$1.20M0.02%+200+0.5%Added
Caisse de Depot Et Placement du Quebec37,847$1.22M0.00%−9,253−19.6%Reduced
IFM Investors Pty Ltd38,540$1.25M0.02%00.0%Unchanged
Gulf International Bank (UK) Ltd38,825$1.25M0.02%00.0%Unchanged
Verition Fund Management LLC39,557$1.28M0.02%+39,557New
Canada Pension Plan Investment Board39,787$1.29M0.00%−6,110−13.3%Reduced
Neuberger Berman Group LLC40,742$1.32M0.00%−9,887−19.5%Reduced
The PNC Financial Services Group, Inc.41,413$1.34M0.00%−754−1.8%Reduced
Natixis Advisors, L.P.41,439$1.34M0.01%−2,709−6.1%Reduced
Arvest Trust Co N A41,853$1.35M0.09%+9,697+30.2%Added
Keeley-Teton Advisors, LLC42,593$1.38M0.19%−262−0.6%Reduced
Power Corp of Canada43,052$1.39M0.21%+43,052New
Renaissance Technologies LLC43,583$1.41M0.00%+23,000+111.7%Added
MSH Capital Advisors LLC43,876$1.42M0.70%+137+0.3%Added
Weaver C. Barksdale & Associates, Inc.44,585$1.44M1.45%−1,596−3.5%Reduced
Korea Investment CORP44,991$1.46M0.00%−11,809−20.8%Reduced
Toronto Dominion Bank45,260$1.46M0.00%−1,551−3.3%Reduced
Advisory Services Network, LLC45,422$1.47M0.05%−349−0.8%Reduced
Susquehanna International Group, LLP46,041$1.49M0.00%+11,985+35.2%Added
Healthcare of Ontario Pension Plan Trust Fund46,975$1.52M0.01%+46,975New
Cubist Systematic Strategies, LLC47,470$1.53M0.01%−90,288−65.5%Reduced
Monument Capital Management49,464$1.60M0.60%+6,949+16.3%Added
RBA Wealth Management, LLC49,620$1.60M0.92%+3,674+8.0%Added
Nomura Asset Management Co Ltd50,755$1.64M0.01%+1,621+3.3%Added
Assenagon Asset Management S.A.51,746$1.67M0.01%+10,035+24.1%Added
Advisor Group Holdings, Inc.52,202$1.69M0.00%−146−0.3%Reduced
STRS Ohio52,509$1.70M0.01%+1,781+3.5%Added
Catalyst Capital Advisors LLC53,000$1.71M0.06%00.0%Unchanged
Reaves W H & Co Inc53,123$1.72M0.06%+16,623+45.5%Added
Erste Asset Management GmbH52,600$1.73M0.04%+17,400+49.4%Added
Jane Street Group, LLC54,019$1.75M0.00%+54,019New
Glenmede Trust Co NA54,713$1.77M0.01%−273,513−83.3%Reduced
Sawtooth Solutions, LLC54,903$1.77M0.26%+9,532+21.0%Added
Virginia Retirement Systems Et Al55,200$1.78M0.02%+55,200New
Louisiana State Employees Retirement System55,700$1.80M0.05%+500+0.9%Added
LPL Financial LLC56,211$1.82M0.00%+5,625+11.1%Added
Vident Investment Advisory, LLC60,696$1.84M0.06%+3,047+5.3%Added
Arizona State Retirement System57,657$1.86M0.02%−898−1.5%Reduced
BNP Paribas Arbitrage, SA58,248$1.88M0.00%−3,523−5.7%Reduced
Prudential PLC58,524$1.89M0.03%+52,214+827.5%Added
Truist Financial Corp58,641$1.90M0.00%−17,576−23.1%Reduced
Achmea Investment Management B.V.59,530$1.93M0.07%−258−0.4%Reduced
Spirit of America Management Corp64,422$2.08M0.49%−2,000−3.0%Reduced
Shell Asset Management Co65,441$2.12M0.08%−17,962−21.5%Reduced
Macquarie Group Ltd65,514$2.12M0.00%−2,257−3.3%Reduced
Royal Bank of Canada66,236$2.14M0.00%−23,554−26.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.66,455$2.15M0.01%−447−0.7%Reduced
Bank of Montreal65,526$2.16M0.00%−5,243−7.4%Reduced
Econ Financial Services Corp67,646$2.19M1.80%+36,763+119.0%Added
State of Michigan Retirement System68,000$2.20M0.02%−600−0.9%Reduced
Alps Advisors Inc72,362$2.34M0.02%+20,127+38.5%Added
Gamco Investors, Inc. Et Al72,559$2.35M0.03%−28,340−28.1%Reduced
Schonfeld Strategic Advisors LLC74,345$2.40M0.02%+74,345New
State of Tennessee, Treasury Department74,931$2.42M0.01%−50,261−40.1%Reduced
Jefferies Group LLC75,000$2.42M0.07%+75,000New
Eaton Vance Management77,323$2.50M0.00%00.0%Unchanged
Raymond James & Associates77,778$2.52M0.00%−4,359−5.3%Reduced
Gateway Investment Advisers LLC80,267$2.60M0.03%−417−0.5%Reduced
Ameritas Investment Partners, Inc.81,356$2.63M0.12%−11,211−12.1%Reduced
Edmp, Inc.82,159$2.66M2.83%−796−1.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys83,016$2.68M0.03%−117−0.1%Reduced
Oppenheimer & Co Inc83,925$2.71M0.06%−867−1.0%Reduced
Federation des caisses Desjardins du Quebec84,693$2.74M0.03%00.0%Unchanged
Cannell Peter B & Co Inc85,577$2.77M0.11%+449+0.5%Added
Tredje AP-fonden86,425$2.79M0.06%+41,441+92.1%Added
Captrust Financial Advisors86,940$2.81M0.02%+1,407+1.6%Added
Standard Life Aberdeen plc87,179$2.82M0.01%+54,038+163.1%Added
Illinois Municipal Retirement Fund87,346$2.82M0.07%00.0%Unchanged
Meeder Asset Management Inc87,690$2.83M0.16%+2,739+3.2%Added
Duality Advisers, LP89,841$2.90M0.32%+89,841New
Holocene Advisors, LP91,609$2.96M0.02%−130,725−58.8%Reduced
South Dakota Investment Council92,368$2.99M0.07%00.0%Unchanged
Northwest & Ethical Investments L.P.92,365$2.99M0.12%−339−0.4%Reduced
CWM, LLC93,367$3.02M0.02%+2,458+2.7%Added
Bridgeway Capital Management, LLC96,200$3.11M0.08%+96,200New
Martingale Asset Management L P96,412$3.12M0.06%+1,093+1.1%Added
Qube Research & Technologies Ltd102,974$3.33M0.02%+102,974New
HighTower Advisors, LLC104,210$3.37M0.01%−1,007−1.0%Reduced
Alberta Investment Management Corp106,600$3.45M0.03%+57,000+114.9%Added
Price T Rowe Associates Inc107,325$3.47M0.00%+8,395+8.5%Added
Icon Advisers Inc107,495$3.48M0.95%−22,000−17.0%Reduced
Storebrand Asset Management AS108,216$3.50M0.02%−1,081−1.0%Reduced
Roffman Miller Associates Inc109,615$3.54M0.32%+856+0.8%Added
State of New Jersey Common Pension Fund D111,073$3.59M0.01%−3,795−3.3%Reduced
Yousif Capital Management, LLC111,449$3.60M0.05%−10,966−9.0%Reduced
Bill Few Associates, Inc.114,116$3.69M2.50%00.0%Unchanged
Mn Services Vermogensbeheer B.V.114,600$3.71M0.04%−9,900−8.0%Reduced
Pictet Asset Management SA116,974$3.78M0.01%+4,250+3.8%Added
Hennessy Advisors Inc117,652$3.80M0.26%00.0%Unchanged
SEI Investments Co120,345$3.89M0.01%+52,235+76.7%Added
Burney Co120,340$3.89M0.21%−7,670−6.0%Reduced
Miller Howard Investments Inc121,090$3.92M0.16%+4,282+3.7%Added
DekaBank Deutsche Girozentrale122,180$3.99M0.01%+27,770+29.4%Added
State of Alaska, Department of Revenue125,999$4.07M0.05%+95,833+317.7%Added
Banque Pictet & Cie SA126,404$4.09M0.04%−22,680−15.2%Reduced
Envestnet Asset Management Inc127,253$4.11M0.00%−30,390−19.3%Reduced
Public Employees Retirement System of Ohio133,572$4.32M0.02%+17,554+15.1%Added
MetLife Investment Management134,468$4.35M0.04%−2,080−1.5%Reduced
Oregon Public Employees Retirement Fund147,991$4.79M0.07%−527−0.4%Reduced