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 2025
Institutional positions in Ugi Corp as of Mar 31, 2025. 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
- 565
- +59 vs. Q4 2024
- Shares held
- 194.7M
- −1.84M (−0.9%) vs. Q4 2024
- Total value
- $6.44B
- +$874.9M (+15.7%) vs. Q4 2024
- New holders
- 113
- 192 more added
- Sold out
- 54
- 167 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 26,812,750 | $886.7M | 0.02% | −1,475,445−5.2% | Reduced |
| BlackRock, Inc. | 25,185,864 | $832.9M | 0.02% | −695,858−2.7% | Reduced |
| FMR LLC | 12,165,139 | $402.3M | 0.03% | +635,937+5.5% | Added |
| State Street Corp | 9,385,901 | $313.9M | 0.01% | −500,361−5.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 6,805,953 | $225.1M | 0.87% | −294,004−4.1% | Reduced |
| Snyder Capital Management L P | 5,035,692 | $166.5M | 3.64% | −91,017−1.8% | Reduced |
| Geode Capital Management, LLC | 4,275,737 | $141.4M | 0.01% | −783,261−15.5% | Reduced |
| Northern Trust Corp | 4,120,082 | $136.3M | 0.02% | +117,663+2.9% | Added |
| LSV Asset Management | 4,037,604 | $133.5M | 0.32% | +251,311+6.6% | Added |
| Federated Hermes, Inc. | 3,892,003 | $128.7M | 0.28% | −1,070,737−21.6% | Reduced |
| Pictet Asset Management Holding SA | 3,150,059 | $104.2M | 0.12% | +1,410,640+81.1% | Added |
| Norges Bank | 3,058,361 | $101.1M | 0.01% | −594,299−16.3% | Reduced |
| Neuberger Berman Group LLC | 2,987,818 | $98.8M | 0.08% | +1,427,553+91.5% | Added |
| Morgan Stanley | 2,793,572 | $92.4M | 0.01% | −310,025−10.0% | Reduced |
| Dimensional Fund Advisors LP | 2,678,858 | $88.6M | 0.02% | +349,611+15.0% | Added |
| Ameriprise Financial Inc | 2,644,716 | $87.5M | 0.02% | +278,616+11.8% | Added |
| First Trust Advisors LP | 2,592,843 | $85.7M | 0.08% | +1,362,274+110.7% | Added |
| Bank of New York Mellon Corp | 2,592,251 | $85.7M | 0.02% | +56,777+2.2% | Added |
| Charles Schwab Investment Management Inc | 2,510,065 | $83.0M | 0.02% | −45,010−1.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 2,363,363 | $78.2M | 0.48% | −644,928−21.4% | Reduced |
| Hennessy Advisors Inc | 2,168,952 | $71.7M | 2.39% | −206,800−8.7% | Reduced |
| Corvex Management LP | 1,960,815 | $64.8M | 2.52% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 1,876,831 | $62.1M | 0.59% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 1,797,904 | $59.5M | 0.13% | +2560.0% | Added |
| AQR Capital Management LLC | 1,653,256 | $54.6M | 0.06% | −764,151−31.6% | Reduced |
| Energy Income Partners, LLC | 1,554,344 | $51.4M | 0.98% | +47,423+3.1% | Added |
| Citadel Advisors LLC | 1,464,873 | $48.4M | 0.05% | +922,476+170.1% | Added |
| Victory Capital Management Inc | 1,455,453 | $48.1M | 0.05% | +8,155+0.6% | Added |
| Invesco Ltd. | 1,365,552 | $45.2M | 0.01% | −364,519−21.1% | Reduced |
| Massachusetts Financial Services Co | 1,299,210 | $43.0M | 0.01% | −158,492−10.9% | Reduced |
| JPMorgan Chase & Co | 1,291,448 | $42.7M | 0.00% | +94,773+7.9% | Added |
| Diamond Hill Capital Management Inc | 1,228,623 | $40.6M | 0.19% | −130,279−9.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,107,486 | $36.6M | 0.04% | +398,839+56.3% | Added |
| ProShare Advisors LLC | 1,012,497 | $33.5M | 0.08% | −344,429−25.4% | Reduced |
| UBS Group AG | 1,010,719 | $33.4M | 0.01% | −291,711−22.4% | Reduced |
| Bank of America Corp | 1,004,667 | $33.2M | 0.00% | +71,478+7.7% | Added |
| HG Vora Capital Management, LLC | 1,000,000 | $33.1M | 3.38% | +1,000,000 | New |
| Russell Investments Group, Ltd. | 965,397 | $31.9M | 0.04% | +223,732+30.2% | Added |
| Goldman Sachs Group Inc | 930,787 | $30.8M | 0.01% | +116,372+14.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 914,026 | $30.2M | 0.08% | −2,257,599−71.2% | Reduced |
| Bragg Financial Advisors, Inc | 890,840 | $29.5M | 1.21% | +16,771+1.9% | Added |
| Loomis Sayles & Co L P | 865,006 | $28.6M | 0.04% | +215,192+33.1% | Added |
| Voloridge Investment Management, LLC | 862,116 | $28.5M | 0.11% | −268,013−23.7% | Reduced |
| Renaissance Technologies LLC | 858,283 | $28.4M | 0.04% | −358,300−29.5% | Reduced |
| SIR Capital Management, L.P. | 815,266 | $27.0M | 2.37% | +85,466+11.7% | Added |
| UBS Asset Management Americas Inc | 785,327 | $26.0M | 0.01% | +115,409+17.2% | Added |
| Sourcerock Group LLC | 726,396 | $24.0M | 1.35% | −298,604−29.1% | Reduced |
| Wellington Management Group LLP | 637,013 | $21.1M | 0.00% | +62,918+11.0% | Added |
| Nuveen, LLC | 634,649 | $21.0M | 0.01% | +634,649 | New |
| Burney Co | 627,716 | $20.8M | 0.76% | −34,295−5.2% | Reduced |
| Rhumbline Advisers | 606,815 | $20.1M | 0.02% | +10,865+1.8% | Added |
| Allianz Asset Management GmbH | 596,811 | $19.7M | 0.03% | +156,658+35.6% | Added |
| RPG Investment Advisory, LLC | 581,432 | $19.2M | 1.38% | +295,050+103.0% | Added |
| Legal & General Group Plc | 568,748 | $18.8M | 0.01% | +12,687+2.3% | Added |
| Gabelli Funds LLC | 542,000 | $17.9M | 0.14% | −27,000−4.7% | Reduced |
| Cresset Asset Management, LLC | 534,536 | $17.9M | 0.09% | +42,177+8.6% | Added |
| Manufacturers Life Insurance Company, The | 531,445 | $17.6M | 0.02% | −21,061−3.8% | Reduced |
| Ancora Advisors, LLC | 505,490 | $16.7M | 0.37% | +30,060+6.3% | Added |
| Cambria Investment Management, L.P. | 505,466 | $16.7M | 1.17% | −35,869−6.6% | Reduced |
| Retirement Systems of Alabama | 495,853 | $16.4M | 0.06% | +409+0.1% | Added |
| Principal Financial Group Inc | 494,327 | $16.3M | 0.01% | +2,163+0.4% | Added |
| Franklin Resources Inc | 476,807 | $15.8M | 0.00% | −3,417−0.7% | Reduced |
| Winton Group Ltd | 465,204 | $15.4M | 0.94% | +8,150+1.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 452,372 | $15.0M | 0.60% | −22,137−4.7% | Reduced |
| Advisors Asset Management, Inc. | 426,750 | $14.1M | 0.27% | −64,200−13.1% | Reduced |
| Alliancebernstein L.P. | 424,796 | $14.0M | 0.01% | −16,964−3.8% | Reduced |
| Swiss National Bank | 416,000 | $13.8M | 0.01% | −6,300−1.5% | Reduced |
| California Public Employees Retirement System | 404,872 | $13.4M | 0.01% | +23,911+6.3% | Added |
| Cubist Systematic Strategies, LLC | 401,666 | $13.3M | 0.17% | +37,742+10.4% | Added |
| LPL Financial LLC | 390,791 | $12.9M | 0.01% | −8,029−2.0% | Reduced |
| Wedge Capital Management L L P | 386,226 | $12.8M | 0.25% | −55,942−12.7% | Reduced |
| Edgestream Partners, L.P. | 384,385 | $12.7M | 0.43% | +258,017+204.2% | Added |
| HSBC Holdings PLC | 377,516 | $12.5M | 0.01% | −64,489−14.6% | Reduced |
| Hudson Bay Capital Management LP | 360,000 | $11.9M | 0.08% | +185,000+105.7% | Added |
| Heartland Advisors Inc | 350,000 | $11.6M | 0.66% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 300,000 | $9.92M | 1.65% | −80,100−21.1% | Reduced |
| Miller Value Partners, LLC | 292,000 | $9.66M | 4.40% | 00.0% | Unchanged |
| Raymond James Financial Inc | 284,927 | $9.42M | 0.00% | +43,342+17.9% | Added |
| Jump Financial, LLC | 280,744 | $9.28M | 0.14% | +246,586+721.9% | Added |
| Sanctuary Advisors, LLC | 279,303 | $9.24M | 0.06% | −12,161−4.2% | Reduced |
| Commonwealth Equity Services, LLC | 270,617 | $8.95M | 0.01% | −80,058−22.8% | Reduced |
| Foundry Partners, LLC | 268,210 | $8.87M | 0.47% | −74,229−21.7% | Reduced |
| Wells Fargo & Company | 267,621 | $8.85M | 0.00% | −44,674−14.3% | Reduced |
| Point72 Asset Management, L.P. | 256,993 | $8.50M | 0.02% | +256,993 | New |
| Kennedy Capital Management, Inc. | 255,976 | $8.47M | 0.20% | +138,886+118.6% | Added |
| Janney Montgomery Scott LLC | 241,102 | $7.97M | 0.02% | −9,666−3.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 239,401 | $7.92M | 0.52% | −16,564−6.5% | Reduced |
| St. James Investment Company, LLC | 238,860 | $7.90M | 1.32% | +238,860 | New |
| Corebridge Financial, Inc. | 237,271 | $7.85M | 0.05% | −5,657−2.3% | Reduced |
| Barclays PLC | 231,907 | $7.67M | 0.00% | +34,515+17.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 230,790 | $7.63M | 0.02% | −137,899−37.4% | Reduced |
| BNP Paribas Arbitrage, SA | 225,118 | $7.44M | 0.01% | +42,587+23.3% | Added |
| Oxbow Advisors, LLC | 224,047 | $7.41M | 0.78% | +4,204+1.9% | Added |
| Price T Rowe Associates Inc | 221,823 | $7.34M | 0.00% | +14,572+7.0% | Added |
| Roffman Miller Associates Inc | 216,034 | $7.14M | 0.45% | +27,764+14.7% | Added |
| Schonfeld Strategic Advisors LLC | 212,305 | $7.02M | 0.05% | +172,035+427.2% | Added |
| New York State Teachers Retirement System | 209,967 | $6.94M | 0.02% | −627−0.3% | Reduced |
| California State Teachers Retirement System | 205,691 | $6.80M | 0.01% | +4,852+2.4% | Added |
| Longfellow Investment Management Co LLC | 196,533 | $6.50M | 1.59% | −199,154−50.3% | Reduced |
| State Board of Administration of Florida Retirement System | 193,209 | $6.39M | 0.01% | 00.0% | Unchanged |