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 |
|---|---|---|---|---|---|
| State of Wyoming | 22,041 | $728.9K | 0.10% | +12,036+120.3% | Added |
| Walleye Trading LLC | 22,309 | $737.8K | 0.02% | −54,389−70.9% | Reduced |
| Colony Group, LLC | 22,584 | $746.9K | 0.00% | +5,497+32.2% | Added |
| XTX Topco Ltd | 22,628 | $748.3K | 0.04% | −21,507−48.7% | Reduced |
| Public Employees Retirement Association of Colorado | 22,952 | $759.0K | 0.00% | 00.0% | Unchanged |
| Code Waechter LLC | 23,139 | $765.0K | 0.63% | −23,788−50.7% | Reduced |
| Man Group plc | 23,620 | $781.1K | 0.00% | −7,276−23.5% | Reduced |
| Natixis | 23,788 | $785.0K | 0.00% | +23,408+6,160.0% | Added |
| Kendall Capital Management | 23,805 | $787.2K | 0.23% | +1,285+5.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 23,822 | $787.8K | 0.00% | +9,266+63.7% | Added |
| Exchange Traded Concepts, LLC | 24,109 | $797.3K | 0.01% | +24,109 | New |
| FIL Ltd | 24,255 | $802.1K | 0.00% | +24,255 | New |
| Baird Financial Group, Inc. | 24,534 | $811.3K | 0.00% | −7,413−23.2% | Reduced |
| State of Alaska, Department of Revenue | 25,171 | $832.0K | 0.01% | +695+2.8% | Added |
| Csenge Advisory Group | 25,304 | $838.8K | 0.05% | −18,723−42.5% | Reduced |
| Qsemble Capital Management, LP | 25,566 | $845.5K | 0.09% | −21,792−46.0% | Reduced |
| Cetera Investment Advisers | 26,079 | $862.4K | 0.00% | +872+3.5% | Added |
| Greenland Capital Management LP | 26,110 | $863.5K | 0.15% | +15,880+155.2% | Added |
| Pinebridge Investments, L.P. | 26,466 | $875.2K | 0.01% | −94,647−78.1% | Reduced |
| Naples Global Advisors, LLC | 26,637 | $890.4K | 0.08% | −442−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 27,394 | $906.5K | 0.00% | −2,766−9.2% | Reduced |
| Clear Harbor Asset Management, LLC | 27,592 | $912.5K | 0.07% | +27,592 | New |
| Intech Investment Management LLC | 27,710 | $916.4K | 0.01% | +132+0.5% | Added |
| Millennium Management LLC | 28,416 | $939.7K | 0.00% | −487,102−94.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 28,558 | $944.4K | 0.03% | −170−0.6% | Reduced |
| Worldquant Millennium Advisors LLC | 29,259 | $967.6K | 0.01% | +9,716+49.7% | Added |
| Investors Research Corp | 29,575 | $978.0K | 0.21% | −50−0.2% | Reduced |
| Quadrature Capital Ltd | 29,648 | $980.5K | 0.02% | 00.0% | Unchanged |
| Zacks Investment Management | 30,038 | $993.4K | 0.01% | +2,514+9.1% | Added |
| CI Private Wealth, LLC | 30,033 | $993.8K | 0.00% | +11,027+58.0% | Added |
| GWN Securities Inc. | 29,152 | $1.01M | 0.06% | +29,152 | New |
| Empowered Funds, LLC | 30,925 | $1.02M | 0.01% | −1,623−5.0% | Reduced |
| Teacher Retirement System of Texas | 31,388 | $1.04M | 0.00% | +6,478+26.0% | Added |
| Xponance, Inc. | 31,434 | $1.04M | 0.01% | −2,604−7.7% | Reduced |
| Advisor Resource Council | 35,192 | $1.05M | 0.09% | +35,192 | New |
| BCM Advisors, LLC | 32,225 | $1.08M | 0.24% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 32,629 | $1.08M | 0.23% | +3,115+10.6% | Added |
| Mercer Global Advisors Inc | 32,916 | $1.09M | 0.00% | +9,698+41.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,240 | $1.10M | 0.00% | −1,292−3.7% | Reduced |
| Occudo Quantitative Strategies LP | 33,934 | $1.12M | 0.15% | +8,386+32.8% | Added |
| Coppell Advisory Solutions LLC | 34,114 | $1.12M | 0.17% | +31,104+1,033.4% | Added |
| SG Americas Securities, LLC | 33,980 | $1.12M | 0.00% | +33,980 | New |
| Huntleigh Advisors, Inc. | 34,617 | $1.14M | 0.19% | +25,163+266.2% | Added |
| Dynamic Technology Lab Private Ltd | 34,750 | $1.15M | 0.17% | +34,750 | New |
| Mork Capital Management, LLC | 35,700 | $1.18M | 0.92% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 35,924 | $1.19M | 0.44% | +750+2.1% | Added |
| Atom Investors LP | 36,340 | $1.20M | 0.15% | +36,340 | New |
| Applied Finance Capital Management, LLC | 36,359 | $1.20M | 0.09% | −4,201−10.4% | Reduced |
| Mackenzie Financial Corp | 36,394 | $1.20M | 0.00% | −14,998−29.2% | Reduced |
| Wright Investors Service Inc | 36,969 | $1.22M | 0.40% | −237−0.6% | Reduced |
| Aquatic Capital Management LLC | 37,972 | $1.26M | 0.03% | +37,972 | New |
| Glenmede Trust Co NA | 39,696 | $1.31M | 0.01% | −93−0.2% | Reduced |
| Elo Mutual Pension Insurance Co | 40,475 | $1.34M | 0.03% | +40,475 | New |
| Steward Partners Investment Advisory, LLC | 41,412 | $1.37M | 0.01% | +24,153+139.9% | Added |
| Fox Run Management, L.L.C. | 41,594 | $1.38M | 0.21% | +41,594 | New |
| Sterling Capital Management LLC | 42,181 | $1.39M | 0.02% | +29,644+236.5% | Added |
| Ameritas Investment Partners, Inc. | 42,266 | $1.40M | 0.05% | −735−1.7% | Reduced |
| New Mexico Educational Retirement Board | 42,800 | $1.42M | 0.05% | 00.0% | Unchanged |
| Deutsche Bank AG | 43,328 | $1.43M | 0.00% | +1,044+2.5% | Added |
| Advisory Services Network, LLC | 43,496 | $1.44M | 0.03% | +1,087+2.6% | Added |
| Quest Partners LLC | 43,547 | $1.44M | 0.16% | +41,152+1,718.2% | Added |
| Oregon Public Employees Retirement Fund | 43,626 | $1.44M | 0.03% | −46−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 43,960 | $1.45M | 0.01% | +15,100+52.3% | Added |
| Caisse de Depot Et Placement du Quebec | 44,000 | $1.46M | 0.00% | +44,000 | New |
| Macquarie Group Ltd | 45,200 | $1.50M | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 45,384 | $1.50M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 45,405 | $1.50M | 0.00% | −2,868−5.9% | Reduced |
| D.A. Davidson & Co. | 45,551 | $1.51M | 0.01% | +45,551 | New |
| Simplex Trading, LLC | 46,042 | $1.52M | 0.05% | +17,563+61.7% | Added |
| Pathstone Holdings, LLC | 46,075 | $1.53M | 0.01% | +691+1.5% | Added |
| First National Trust Co | 46,471 | $1.54M | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 47,578 | $1.57M | 0.12% | +2,251+5.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 47,762 | $1.58M | 0.03% | +48+0.1% | Added |
| Advisors Preferred, LLC | 47,770 | $1.60M | 0.21% | +47,770 | New |
| JustInvest LLC | 49,297 | $1.63M | 0.02% | +4,199+9.3% | Added |
| Alberta Investment Management Corp | 49,600 | $1.64M | 0.01% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 50,290 | $1.66M | 0.21% | +3,190+6.8% | Added |
| Chase Investment Counsel Corp | 50,593 | $1.67M | 0.61% | +50,593 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,349 | $1.70M | 0.01% | +3,934+8.3% | Added |
| State of Michigan Retirement System | 51,458 | $1.70M | 0.01% | +600+1.2% | Added |
| Creative Planning | 51,480 | $1.70M | 0.00% | −1,688−3.2% | Reduced |
| Loudon Investment Management, LLC | 53,105 | $1.76M | 1.00% | +53,105 | New |
| Harvest Fund Management Co., Ltd | 57,653 | $1.78M | 0.09% | +31,742+122.5% | Added |
| Bank of Montreal | 55,769 | $1.84M | 0.00% | −38,079−40.6% | Reduced |
| Oppenheimer & Co Inc | 55,837 | $1.85M | 0.03% | +2,501+4.7% | Added |
| MSH Capital Advisors LLC | 55,853 | $1.85M | 0.57% | +70+0.1% | Added |
| Stifel Financial Corp | 56,492 | $1.87M | 0.00% | +32,520+135.7% | Added |
| STRS Ohio | 58,182 | $1.92M | 0.01% | −6,091−9.5% | Reduced |
| RBF Capital, LLC | 60,000 | $1.98M | 0.13% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 60,200 | $1.99M | 0.04% | +600+1.0% | Added |
| Sciencast Management LP | 60,251 | $1.99M | 0.46% | +60,251 | New |
| Arrowstreet Capital, Limited Partnership | 60,449 | $2.00M | 0.00% | +60,449 | New |
| Waterloo Capital, L.P. | 60,794 | $2.01M | 0.19% | +11,007+22.1% | Added |
| Natixis Advisors, L.P. | 61,024 | $2.02M | 0.00% | +11,194+22.5% | Added |
| Arizona State Retirement System | 61,587 | $2.04M | 0.01% | −718−1.2% | Reduced |
| Atria Investments LLC | 63,770 | $2.11M | 0.03% | +34,235+115.9% | Added |
| KBC Group NV | 65,273 | $2.16M | 0.01% | −4,533−6.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 66,450 | $2.20M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 67,687 | $2.24M | 0.01% | −18,450−21.4% | Reduced |
| Axq Capital, LP | 69,210 | $2.29M | 0.92% | +69,210 | New |