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 2024
Institutional positions in Ugi Corp as of Mar 31, 2024. 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
- 446
- +8 vs. Q4 2023
- Shares held
- 173.5M
- +1.40M (+0.8%) vs. Q4 2023
- Total value
- $4.26B
- +$19.5M (+0.5%) vs. Q4 2023
- New holders
- 69
- 166 more added
- Sold out
- 61
- 129 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: 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 2024
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 20,406 | $498.7K | 0.04% | +20,406 | New |
| Cipher Capital LP | 20,925 | $513.5K | 0.24% | −3,443−14.1% | Reduced |
| IFG Advisory, LLC | 21,174 | $519.6K | 0.04% | −286−1.3% | Reduced |
| Ellis Investment Partners, LLC | 21,525 | $528.2K | 0.11% | −143−0.7% | Reduced |
| Storebrand Asset Management AS | 21,600 | $530.1K | 0.00% | 00.0% | Unchanged |
| Corton Capital Inc. | 21,645 | $531.2K | 0.20% | +21,645 | New |
| Simplex Trading, LLC | 21,843 | $536.0K | 0.02% | −91,528−80.7% | Reduced |
| Inceptionr LLC | 21,861 | $536.5K | 0.14% | +21,861 | New |
| Quest Partners LLC | 22,192 | $544.6K | 0.09% | −826−3.6% | Reduced |
| State of Alaska, Department of Revenue | 22,621 | $555.0K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 22,844 | $560.6K | 0.00% | +4,597+25.2% | Added |
| Tower Research Capital LLC (TRC) | 22,924 | $562.6K | 0.01% | +490+2.2% | Added |
| Brevan Howard Capital Management LP | 23,013 | $564.7K | 0.05% | −386−1.6% | Reduced |
| Public Employees Retirement Association of Colorado | 23,253 | $571.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 23,355 | $573.0K | 0.00% | +1,469+6.7% | Added |
| Abundance Wealth Counselors | 23,893 | $586.0K | 0.13% | +6,903+40.6% | Added |
| Boothbay Fund Management, LLC | 23,897 | $586.4K | 0.02% | +23,897 | New |
| Aquatic Capital Management LLC | 24,600 | $603.7K | 0.02% | −116,600−82.6% | Reduced |
| Teacher Retirement System of Texas | 25,013 | $614.0K | 0.00% | −4,355−14.8% | Reduced |
| Cornercap Investment Counsel Inc | 25,556 | $627.1K | 0.10% | +25,556 | New |
| Two Sigma Investments, LP | 25,590 | $628.0K | 0.00% | −20,056−43.9% | Reduced |
| Seven Eight Capital, LP | 26,040 | $639.0K | 0.07% | −6,383−19.7% | Reduced |
| First National Trust Co | 26,071 | $639.8K | 0.03% | +26,071 | New |
| Bailard, Inc. | 26,159 | $641.9K | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 26,272 | $644.7K | 0.02% | −10,028−27.6% | Reduced |
| The PNC Financial Services Group, Inc. | 26,953 | $661.4K | 0.00% | −15,883−37.1% | Reduced |
| Econ Financial Services Corp | 27,011 | $662.9K | 0.41% | −20,513−43.2% | Reduced |
| Oak Thistle LLC | 27,086 | $664.7K | 0.60% | +27,086 | New |
| Naples Global Advisors, LLC | 27,195 | $676.9K | 0.07% | −6,185−18.5% | Reduced |
| Invst, LLC | 28,385 | $681.5K | 0.08% | +28,385 | New |
| Lido Advisors, LLC | 28,010 | $697.8K | 0.01% | +28,010 | New |
| XTX Topco Ltd | 28,693 | $704.1K | 0.09% | +13,070+83.7% | Added |
| American Century Companies Inc | 28,909 | $709.4K | 0.00% | +1,627+6.0% | Added |
| Mariner, LLC | 29,072 | $713.4K | 0.00% | −13,274−31.3% | Reduced |
| Shell Asset Management Co | 31,173 | $714.0K | 0.03% | +5,442+21.1% | Added |
| Investors Research Corp | 29,700 | $728.8K | 0.17% | +3,400+12.9% | Added |
| Xponance, Inc. | 30,511 | $748.7K | 0.01% | +2,170+7.7% | Added |
| Stifel Financial Corp | 30,668 | $752.6K | 0.00% | −11,216−26.8% | Reduced |
| Sherbrooke Park Advisers LLC | 30,723 | $753.9K | 0.15% | +30,723 | New |
| Pacer Advisors, Inc. | 31,217 | $766.1K | 0.00% | −272−0.9% | Reduced |
| Pictet Asset Management Holding SA | 32,186 | $789.7K | 0.00% | +1,018+3.3% | Added |
| BCM Advisors, LLC | 32,225 | $837.9K | 0.21% | 00.0% | Unchanged |
| Cetera Investment Advisers | 34,308 | $841.9K | 0.00% | +34,308 | New |
| Natixis Advisors, L.P. | 34,357 | $843.0K | 0.00% | +14,409+72.2% | Added |
| Teza Capital Management LLC | 34,560 | $848.1K | 0.11% | +13,492+64.0% | Added |
| Fox Run Management, L.L.C. | 38,389 | $942.1K | 0.20% | +25,299+193.3% | Added |
| Axq Capital, LP | 38,500 | $944.8K | 0.23% | −24,500−38.9% | Reduced |
| JustInvest LLC | 38,600 | $947.3K | 0.02% | +13,220+52.1% | Added |
| Baird Financial Group, Inc. | 38,792 | $952.0K | 0.00% | −3,886−9.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 39,766 | $975.9K | 0.00% | −8,148−17.0% | Reduced |
| Nebula Research & Development LLC | 40,267 | $988.2K | 0.21% | +15,193+60.6% | Added |
| MSH Capital Advisors LLC | 40,898 | $1.00M | 0.35% | −3,495−7.9% | Reduced |
| Easterly Investment Partners LLC | 40,970 | $1.01M | 0.08% | +40,970 | New |
| Jacobi Capital Management LLC | 41,845 | $1.03M | 0.09% | +9,487+29.3% | Added |
| ING Groep NV | 42,700 | $1.05M | 0.01% | +42,700 | New |
| New Mexico Educational Retirement Board | 42,800 | $1.05M | 0.04% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 42,863 | $1.05M | 0.02% | 00.0% | Unchanged |
| Creative Planning | 44,563 | $1.09M | 0.00% | +9,912+28.6% | Added |
| Macquarie Group Ltd | 45,200 | $1.11M | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 45,384 | $1.11M | 0.00% | +45,384 | New |
| Guggenheim Capital LLC | 45,442 | $1.12M | 0.01% | −18,182−28.6% | Reduced |
| Point72 (DIFC) Ltd | 45,514 | $1.12M | 0.09% | +45,514 | New |
| Advisor Group Holdings, Inc. | 45,917 | $1.13M | 0.00% | −13,710−23.0% | Reduced |
| Ameritas Investment Partners, Inc. | 46,274 | $1.14M | 0.04% | −40.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,354 | $1.14M | 0.01% | +131+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 46,739 | $1.15M | 0.03% | +137+0.3% | Added |
| Sasco Capital Inc | 48,560 | $1.19M | 0.16% | +47,630+5,121.5% | Added |
| ARGA Investment Management, LP | 49,438 | $1.21M | 0.04% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 50,920 | $1.25M | 0.03% | −1,000−1.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 51,447 | $1.26M | 0.10% | +466+0.9% | Added |
| State of Michigan Retirement System | 51,458 | $1.26M | 0.01% | +1,200+2.4% | Added |
| Oregon Public Employees Retirement Fund | 51,722 | $1.27M | 0.03% | −7,282−12.3% | Reduced |
| Alberta Investment Management Corp | 52,000 | $1.28M | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 52,762 | $1.29M | 0.00% | +27,646+110.1% | Added |
| Pathstone Holdings, LLC | 52,575 | $1.30M | 0.01% | +28,583+119.1% | Added |
| Advisory Services Network, LLC | 53,728 | $1.32M | 0.03% | +4,901+10.0% | Added |
| Quantinno Capital Management LP | 55,381 | $1.36M | 0.03% | +11,313+25.7% | Added |
| Arizona State Retirement System | 57,574 | $1.41M | 0.01% | −985−1.7% | Reduced |
| Employees Retirement System of Texas | 57,880 | $1.42M | 0.02% | −38,100−39.7% | Reduced |
| Jane Street Group, LLC | 58,035 | $1.42M | 0.00% | −438,083−88.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 58,194 | $1.43M | 0.01% | +193+0.3% | Added |
| Louisiana State Employees Retirement System | 60,300 | $1.48M | 0.03% | +1,500+2.6% | Added |
| Occidental Asset Management, LLC | 62,999 | $1.55M | 0.29% | +4,690+8.0% | Added |
| Hourglass Capital, LLC | 63,530 | $1.56M | 0.47% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 63,690 | $1.56M | 0.01% | +9,388+17.3% | Added |
| Bank of Montreal | 65,523 | $1.60M | 0.00% | +16,103+32.6% | Added |
| Ancora Advisors, LLC | 66,340 | $1.63M | 0.04% | −31,450−32.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 66,960 | $1.64M | 0.46% | +66,960 | New |
| Numerai GP LLC | 69,274 | $1.70M | 0.73% | +21,740+45.7% | Added |
| Quadrature Capital Ltd | 69,836 | $1.71M | 0.03% | +16,684+31.4% | Added |
| Teachers Retirement System of the State of Kentucky | 71,600 | $1.76M | 0.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 71,752 | $1.76M | 0.02% | +52,889+280.4% | Added |
| Nisa Investment Advisors, LLC | 73,045 | $1.82M | 0.01% | −11,940−14.0% | Reduced |
| Squarepoint Ops LLC | 74,546 | $1.83M | 0.01% | −31,862−29.9% | Reduced |
| RBF Capital, LLC | 75,000 | $1.84M | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 75,636 | $1.86M | 0.00% | −110,995−59.5% | Reduced |
| Keeley-Teton Advisors, LLC | 76,292 | $1.87M | 0.23% | 00.0% | Unchanged |
| Stolper Co | 78,764 | $1.93M | 0.70% | +430+0.5% | Added |
| Public Employees Retirement System of Ohio | 79,957 | $1.96M | 0.01% | −7,538−8.6% | Reduced |
| Oppenheimer & Co Inc | 81,449 | $2.00M | 0.03% | +68,984+553.4% | Added |