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, Q1 2023
Institutional positions in Ugi Corp as of Mar 31, 2023. 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
- 525
- −5 vs. Q4 2022
- Shares held
- 173.6M
- −2.30M (−1.3%) vs. Q4 2022
- Total value
- $6.04B
- −$487.8M (−7.5%) vs. Q4 2022
- New holders
- 53
- 194 more added
- Sold out
- 58
- 178 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 112,913 | $3.80M | 0.01% | −29,466−20.7% | Reduced |
| Yousif Capital Management, LLC | 110,858 | $3.85M | 0.05% | −1,145−1.0% | Reduced |
| State of New Jersey Common Pension Fund D | 111,073 | $3.86M | 0.01% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 111,545 | $3.88M | 2.15% | −2,571−2.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 111,796 | $3.89M | 0.02% | −219−0.2% | Reduced |
| Envestnet Asset Management Inc | 129,007 | $4.07M | 0.00% | +573+0.4% | Added |
| Employees Retirement System of Texas | 117,850 | $4.10M | 0.06% | −44,950−27.6% | Reduced |
| Price T Rowe Associates Inc | 120,620 | $4.19M | 0.00% | +5,356+4.6% | Added |
| Achmea Investment Management B.V. | 123,930 | $4.31M | 0.12% | +71,432+136.1% | Added |
| Miller Howard Investments Inc | 125,752 | $4.37M | 0.16% | +9,726+8.4% | Added |
| Public Employees Retirement System of Ohio | 126,511 | $4.40M | 0.02% | −1,657−1.3% | Reduced |
| State of Tennessee, Treasury Department | 126,662 | $4.40M | 0.02% | −8,269−6.1% | Reduced |
| Man Group plc | – | $4.42M | 0.02% | – | – |
| MetLife Investment Management | 128,498 | $4.47M | 0.03% | −3,330−2.5% | Reduced |
| LPL Financial LLC | 128,771 | $4.48M | 0.00% | +64,713+101.0% | Added |
| First Republic Investment Management, Inc. | 130,196 | $4.53M | 0.01% | +9,283+7.7% | Added |
| Oregon Public Employees Retirement Fund | 142,764 | $4.96M | 0.06% | −5,408−3.6% | Reduced |
| Amalgamated Bank | 144,129 | $5.01M | 0.04% | −39,180−21.4% | Reduced |
| Thrivent Financial for Lutherans | 147,463 | $5.13M | 0.01% | −2,107−1.4% | Reduced |
| Foster & Motley Inc | 150,473 | $5.23M | 0.43% | +1,701+1.1% | Added |
| Swiss Life Asset Management Ltd | 152,939 | $5.32M | 0.08% | +37,677+32.7% | Added |
| Alberta Investment Management Corp | 154,763 | $5.38M | 0.05% | +2,400+1.6% | Added |
| Nisa Investment Advisors, LLC | 155,179 | $5.39M | 0.04% | +58,234+60.1% | Added |
| Asset Management One Co.,Ltd. | 156,715 | $5.45M | 0.02% | +15,960+11.3% | Added |
| BNP Paribas Arbitrage, SA | 156,751 | $5.45M | 0.01% | −965−0.6% | Reduced |
| Roffman Miller Associates Inc | 161,100 | $5.60M | 0.45% | +41,948+35.2% | Added |
| Balyasny Asset Management LLC | 162,212 | $5.64M | 0.02% | +162,212 | New |
| RPG Investment Advisory, LLC | 163,236 | $5.67M | 1.00% | +766+0.5% | Added |
| Virginia Retirement Systems Et Al | 164,603 | $5.72M | 0.06% | +99,903+154.4% | Added |
| Barclays PLC | 168,514 | $5.86M | 0.01% | −14,822−8.1% | Reduced |
| Mutual of America Capital Management LLC | 168,585 | $5.86M | 0.07% | −3,399−2.0% | Reduced |
| Janney Montgomery Scott LLC | 169,041 | $5.88M | 0.02% | +5,490+3.4% | Added |
| Citigroup Inc | 179,648 | $6.24M | 0.01% | −43,118−19.4% | Reduced |
| Ensign Peak Advisors, Inc | 180,881 | $6.29M | 0.01% | −204,925−53.1% | Reduced |
| SEI Investments Co | 181,402 | $6.31M | 0.01% | +26,832+17.4% | Added |
| M&T Bank Corp | 181,928 | $6.32M | 0.02% | +10,381+6.1% | Added |
| APG Asset Management N.V. | 198,002 | $6.33M | 0.01% | +125,662+173.7% | Added |
| Stifel Financial Corp | 184,271 | $6.41M | 0.01% | +2,959+1.6% | Added |
| Pictet Asset Management SA | 185,705 | $6.46M | 0.01% | +98,561+113.1% | Added |
| Texas Permanent School Fund | 187,931 | $6.53M | 0.06% | +47,167+33.5% | Added |
| Energy Income Partners, LLC | 193,618 | $6.73M | 0.15% | −69,686−26.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 195,427 | $6.79M | 0.02% | +57,119+41.3% | Added |
| State of Wisconsin Investment Board | 196,156 | $6.82M | 0.02% | +31,015+18.8% | Added |
| Voya Investment Management LLC | 198,941 | $6.92M | 0.01% | +34,777+21.2% | Added |
| Commonwealth Equity Services, LLC | 207,727 | $7.22M | 0.02% | +37,295+21.9% | Added |
| New York State Common Retirement Fund | 217,526 | $7.56M | 0.01% | −31,980−12.8% | Reduced |
| State Board of Administration of Florida Retirement System | 217,949 | $7.58M | 0.02% | −912−0.4% | Reduced |
| Assenagon Asset Management S.A. | 234,452 | $8.15M | 0.03% | +180,977+338.4% | Added |
| Longbow Finance SA | 235,018 | $8.17M | 1.03% | +112,574+91.9% | Added |
| Westpac Banking Corp | 241,913 | $8.41M | 0.11% | +10,162+4.4% | Added |
| New York State Teachers Retirement System | 248,680 | $8.64M | 0.02% | −25,984−9.5% | Reduced |
| FMR LLC | 255,454 | $8.88M | 0.00% | −118,835−31.7% | Reduced |
| Howland Capital Management LLC | 262,768 | $9.23M | 0.56% | −12,287−4.5% | Reduced |
| HSBC Holdings PLC | 300,995 | $10.4M | 0.01% | +4,258+1.4% | Added |
| Los Angeles Capital Management LLC | 300,240 | $10.4M | 0.05% | −19,728−6.2% | Reduced |
| Voloridge Investment Management, LLC | 314,350 | $10.9M | 0.05% | +300,181+2,118.6% | Added |
| American International Group, Inc. | 323,341 | $11.2M | 0.07% | −2,757−0.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 342,465 | $11.9M | 0.08% | +8,486+2.5% | Added |
| Massachusetts Financial Services Co | 350,861 | $12.2M | 0.00% | +34,739+11.0% | Added |
| Wells Fargo & Company | 360,182 | $12.5M | 0.00% | +62,576+21.0% | Added |
| Ameriprise Financial Inc | 367,252 | $12.8M | 0.00% | −14,875−3.9% | Reduced |
| Bragg Financial Advisors, Inc | 370,556 | $12.9M | 0.76% | +4,954+1.4% | Added |
| California State Teachers Retirement System | 376,837 | $13.1M | 0.02% | −2,884−0.8% | Reduced |
| AustralianSuper Pty Ltd | 386,650 | $13.4M | 0.09% | −167,882−30.3% | Reduced |
| American Century Companies Inc | 392,230 | $13.6M | 0.01% | +38,386+10.8% | Added |
| Franklin Resources Inc | 413,210 | $14.4M | 0.01% | +43,489+11.8% | Added |
| Caisse de Depot Et Placement du Quebec | 426,090 | $14.8M | 0.04% | +306,431+256.1% | Added |
| Wedge Capital Management L L P | 428,368 | $14.9M | 0.25% | −67,949−13.7% | Reduced |
| California Public Employees Retirement System | 432,568 | $15.0M | 0.01% | −72,285−14.3% | Reduced |
| Credit Suisse AG | 435,745 | $15.1M | 0.02% | −29,078−6.3% | Reduced |
| Reinhart Partners, Inc. | 445,325 | $15.5M | 0.84% | +149,823+50.7% | Added |
| Bank of America Corp | 450,917 | $15.7M | 0.00% | −70,090−13.5% | Reduced |
| AE Wealth Management LLC | 452,731 | $15.7M | 0.10% | +62,604+16.0% | Added |
| Great West Life Assurance Co | 466,784 | $16.2M | 0.04% | +8,263+1.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 476,862 | $16.6M | 0.04% | +31,516+7.1% | Added |
| UBS Group AG | 494,722 | $17.2M | 0.01% | +296,441+149.5% | Added |
| Millennium Management LLC | 495,166 | $17.2M | 0.02% | +483,688+4,214.0% | Added |
| Standard Life Aberdeen plc | 498,235 | $17.3M | 0.04% | +405,790+439.0% | Added |
| Allspring Global Investments Holdings, LLC | 505,657 | $17.6M | 0.03% | −3,553−0.7% | Reduced |
| Retirement Systems of Alabama | 508,211 | $17.7M | 0.08% | −2,158−0.4% | Reduced |
| Gabelli Funds LLC | 529,600 | $18.4M | 0.14% | +8,500+1.6% | Added |
| Alliancebernstein L.P. | 578,156 | $20.1M | 0.01% | +114,584+24.7% | Added |
| Managed Asset Portfolios, LLC | 581,472 | $20.2M | 3.07% | −1,785−0.3% | Reduced |
| Mackenzie Financial Corp | 586,673 | $20.4M | 0.03% | +586,673 | New |
| Rhumbline Advisers | 634,757 | $22.1M | 0.03% | −1,727−0.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 646,743 | $22.5M | 0.02% | +36,392+6.0% | Added |
| AQR Capital Management LLC | 677,975 | $23.1M | 0.05% | −1,109,199−62.1% | Reduced |
| Russell Investments Group, Ltd. | 674,080 | $23.4M | 0.05% | −28,608−4.1% | Reduced |
| Aviva PLC | 729,329 | $25.4M | 0.11% | +367,577+101.6% | Added |
| Wellington Management Group LLP | 744,316 | $25.9M | 0.01% | −863,269−53.7% | Reduced |
| Goldman Sachs Group Inc | 785,425 | $27.3M | 0.01% | −569,353−42.0% | Reduced |
| Manufacturers Life Insurance Company, The | 800,168 | $27.8M | 0.02% | −2,757−0.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 821,444 | $28.6M | 0.46% | −890,051−52.0% | Reduced |
| Principal Financial Group Inc | 829,285 | $28.8M | 0.02% | +7,421+0.9% | Added |
| Swiss National Bank | 830,100 | $28.9M | 0.02% | −18,600−2.2% | Reduced |
| Nuveen Asset Management, LLC | 874,125 | $30.4M | 0.01% | +21,924+2.6% | Added |
| ProShare Advisors LLC | 876,910 | $30.5M | 0.09% | −130,713−13.0% | Reduced |
| UBS Asset Management Americas Inc | 883,753 | $30.7M | 0.01% | +65,721+8.0% | Added |
| JPMorgan Chase & Co | 983,776 | $34.2M | 0.00% | +185,759+23.3% | Added |
| Brandywine Global Investment Management, LLC | 1,096,286 | $38.1M | 0.31% | −42,827−3.8% | Reduced |