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, Q4 2024
Institutional positions in Ugi Corp as of Dec 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
- 510
- +43 vs. Q3 2024
- Shares held
- 197.2M
- +16.1M (+8.9%) vs. Q3 2024
- Total value
- $5.59B
- +$1.04B (+22.9%) vs. Q3 2024
- New holders
- 91
- 183 more added
- Sold out
- 48
- 146 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 182,531 | $5.15M | 0.00% | −254,224−58.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 181,687 | $5.14M | 0.01% | +130,407+254.3% | Added |
| Hudson Bay Capital Management LP | 175,000 | $4.94M | 0.03% | +175,000 | New |
| Decade Renewable Partners LP | 163,185 | $4.61M | 2.25% | −23,494−12.6% | Reduced |
| Ensign Peak Advisors, Inc | 161,731 | $4.57M | 0.01% | −9,343−5.5% | Reduced |
| M&T Bank Corp | 160,362 | $4.53M | 0.02% | −25,932−13.9% | Reduced |
| Verition Fund Management LLC | 157,685 | $4.45M | 0.02% | +157,685 | New |
| Great West Life Assurance Co | 154,235 | $4.36M | 0.01% | −3,552−2.3% | Reduced |
| Manning & Napier Advisors LLC | 150,000 | $4.23M | 0.05% | +84,375+128.6% | Added |
| Comerica Bank | 148,598 | $4.19M | 0.02% | −14,697−9.0% | Reduced |
| Brandywine Global Investment Management, LLC | 146,781 | $4.14M | 0.03% | −6,521−4.3% | Reduced |
| State of Wisconsin Investment Board | 141,118 | $3.98M | 0.01% | −12,762−8.3% | Reduced |
| Congress Wealth Management LLC | 138,508 | $3.91M | 0.05% | +138,508 | New |
| Illinois Municipal Retirement Fund | 137,857 | $3.89M | 0.06% | 00.0% | Unchanged |
| Edmp, Inc. | 136,327 | $3.85M | 3.65% | +2,869+2.1% | Added |
| SEI Investments Co | 132,395 | $3.74M | 0.00% | −2,208−1.6% | Reduced |
| GWM Advisors LLC | 129,938 | $3.67M | 0.02% | +38,179+41.6% | Added |
| South Dakota Investment Council | 128,857 | $3.64M | 0.07% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 126,368 | $3.57M | 0.15% | +126,368 | New |
| State of Tennessee, Treasury Department | 122,242 | $3.45M | 0.01% | −3,450−2.7% | Reduced |
| Pinebridge Investments, L.P. | 121,113 | $3.42M | 0.03% | −78,826−39.4% | Reduced |
| MetLife Investment Management | 121,027 | $3.42M | 0.02% | +10,152+9.2% | Added |
| Two Sigma Investments, LP | 121,006 | $3.42M | 0.01% | −243,958−66.8% | Reduced |
| Kennedy Capital Management, Inc. | 117,090 | $3.31M | 0.07% | −846−0.7% | Reduced |
| ARGA Investment Management, LP | 115,254 | $3.25M | 0.11% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 113,407 | $3.20M | 0.03% | −2,621−2.3% | Reduced |
| Alaska Permanent Fund Corp | 113,367 | $3.20M | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 111,795 | $3.16M | 0.00% | +7,895+7.6% | Added |
| Foster & Motley Inc | 108,836 | $3.07M | 0.20% | +2,370+2.2% | Added |
| Keeley-Teton Advisors, LLC | 106,894 | $3.02M | 0.35% | −4,425−4.0% | Reduced |
| Quantinno Capital Management LP | 106,574 | $3.01M | 0.03% | +27,804+35.3% | Added |
| New York State Common Retirement Fund | 105,324 | $2.97M | 0.00% | +1,478+1.4% | Added |
| Guggenheim Capital LLC | 102,444 | $2.89M | 0.02% | +16,676+19.4% | Added |
| Amalgamated Bank | 101,917 | $2.88M | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 101,397 | $2.86M | 0.06% | +6,639+7.0% | Added |
| Bill Few Associates, Inc. | 99,987 | $2.82M | 0.99% | −5,494−5.2% | Reduced |
| Treasurer of the State of North Carolina | 94,519 | $2.67M | 0.01% | +2,840+3.1% | Added |
| Bank of Montreal | 93,848 | $2.65M | 0.00% | −16,427−14.9% | Reduced |
| Janus Henderson Group PLC | 92,700 | $2.62M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 90,623 | $2.56M | 0.00% | +50,549+126.1% | Added |
| Inspire Advisors, LLC | 88,728 | $2.50M | 0.31% | +10,203+13.0% | Added |
| Ontario Teachers Pension Plan Board | 86,830 | $2.45M | 0.03% | −51,712−37.3% | Reduced |
| Alps Advisors Inc | 86,765 | $2.45M | 0.02% | +12,835+17.4% | Added |
| State of New Jersey Common Pension Fund D | 86,137 | $2.43M | 0.01% | +6,177+7.7% | Added |
| KLP Kapitalforvaltning AS | 83,300 | $2.38M | 0.01% | +83,300 | New |
| Yousif Capital Management, LLC | 83,376 | $2.35M | 0.03% | −1,744−2.0% | Reduced |
| Hourglass Capital, LLC | 82,520 | $2.33M | 0.64% | +470+0.6% | Added |
| Nisa Investment Advisors, LLC | 81,262 | $2.32M | 0.01% | −10,228−11.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 81,984 | $2.31M | 0.01% | +19,691+31.6% | Added |
| Envestnet Asset Management Inc | 80,633 | $2.28M | 0.00% | −9,680−10.7% | Reduced |
| Econ Financial Services Corp | 78,978 | $2.23M | 1.28% | −5,895−6.9% | Reduced |
| Public Employees Retirement System of Ohio | 78,798 | $2.22M | 0.01% | −3,281−4.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 78,434 | $2.21M | 0.02% | +78,434 | New |
| Walleye Trading LLC | 76,698 | $2.17M | 0.04% | +76,698 | New |
| Voya Investment Management LLC | 76,348 | $2.16M | 0.00% | −20,348−21.0% | Reduced |
| Nebula Research & Development LLC | 76,203 | $2.15M | 0.25% | +49,678+187.3% | Added |
| Cutter & CO Brokerage, Inc. | 75,877 | $2.14M | 0.52% | +75,877 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 72,066 | $2.03M | 0.00% | +10,751+17.5% | Added |
| Easterly Investment Partners LLC | 70,338 | $1.99M | 0.16% | +11,100+18.7% | Added |
| KBC Group NV | 69,806 | $1.97M | 0.01% | −34,485−33.1% | Reduced |
| American Century Companies Inc | 68,729 | $1.94M | 0.00% | +26,317+62.1% | Added |
| Teachers Retirement System of the State of Kentucky | 66,450 | $1.88M | 0.02% | −3,310−4.7% | Reduced |
| STRS Ohio | 64,273 | $1.81M | 0.01% | −20,809−24.5% | Reduced |
| Prudential Financial Inc | 63,989 | $1.81M | 0.00% | −79,540−55.4% | Reduced |
| Arizona State Retirement System | 62,305 | $1.76M | 0.01% | +1,945+3.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 61,286 | $1.73M | 0.00% | +14,504+31.0% | Added |
| Amundi | 60,598 | $1.73M | 0.00% | +3,945+7.0% | Added |
| RBF Capital, LLC | 60,000 | $1.69M | 0.09% | −15,000−20.0% | Reduced |
| Cerity Partners LLC | 61,471 | $1.69M | 0.00% | +7,933+14.8% | Added |
| Louisiana State Employees Retirement System | 59,600 | $1.68M | 0.03% | +100+0.2% | Added |
| Portman Square Capital LLP | 58,202 | $1.64M | 0.32% | +45,305+351.3% | Added |
| MSH Capital Advisors LLC | 55,783 | $1.57M | 0.50% | +14,161+34.0% | Added |
| Oppenheimer & Co Inc | 53,336 | $1.51M | 0.02% | −282−0.5% | Reduced |
| Creative Planning | 53,168 | $1.50M | 0.00% | +9,095+20.6% | Added |
| Susquehanna International Group, LLP | 52,361 | $1.48M | 0.00% | +3,633+7.5% | Added |
| Mackenzie Financial Corp | 51,392 | $1.45M | 0.00% | −122,979−70.5% | Reduced |
| State of Michigan Retirement System | 50,858 | $1.44M | 0.01% | −100−0.2% | Reduced |
| Natixis Advisors, L.P. | 49,830 | $1.41M | 0.00% | +9,549+23.7% | Added |
| Waterloo Capital, L.P. | 49,787 | $1.41M | 0.15% | +49,787 | New |
| Alberta Investment Management Corp | 49,600 | $1.40M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 48,273 | $1.36M | 0.00% | +19,656+68.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 47,714 | $1.35M | 0.03% | +82+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 47,415 | $1.34M | 0.01% | +90+0.2% | Added |
| Qsemble Capital Management, LP | 47,358 | $1.34M | 0.18% | +47,358 | New |
| Infrastructure Capital Advisors, LLC | 47,100 | $1.33M | 0.18% | −635,756−93.1% | Reduced |
| Code Waechter LLC | 46,927 | $1.32M | 1.16% | +181+0.4% | Added |
| First National Trust Co | 46,471 | $1.31M | 0.05% | +20,400+78.2% | Added |
| Pathstone Holdings, LLC | 45,384 | $1.28M | 0.01% | −1,095−2.4% | Reduced |
| Canada Pension Plan Investment Board | 45,384 | $1.28M | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 45,327 | $1.28M | 0.10% | +259+0.6% | Added |
| Macquarie Group Ltd | 45,200 | $1.28M | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 45,098 | $1.27M | 0.02% | +2,540+6.0% | Added |
| WBI Investments | 44,747 | $1.26M | 0.32% | −31,008−40.9% | Reduced |
| XTX Topco Ltd | 44,135 | $1.25M | 0.10% | +44,135 | New |
| Csenge Advisory Group | 44,027 | $1.24M | 0.07% | +20,865+90.1% | Added |
| Oregon Public Employees Retirement Fund | 43,672 | $1.23M | 0.02% | +200+0.5% | Added |
| Ameritas Investment Partners, Inc. | 43,001 | $1.21M | 0.04% | −1,045−2.4% | Reduced |
| New Mexico Educational Retirement Board | 42,800 | $1.21M | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 42,409 | $1.20M | 0.02% | −165−0.4% | Reduced |
| Deutsche Bank AG | 42,284 | $1.19M | 0.00% | −351,226−89.3% | Reduced |