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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 71,161 | $2.35M | 0.01% | −7,637−9.7% | Reduced |
| Ilex Capital Partners (UK) LLP | 71,882 | $2.38M | 0.10% | +71,882 | New |
| Nisa Investment Advisors, LLC | 72,608 | $2.43M | 0.01% | −8,654−10.6% | Reduced |
| KLP Kapitalforvaltning AS | 73,600 | $2.46M | 0.01% | −9,700−11.6% | Reduced |
| Entropy Technologies, LP | 77,321 | $2.56M | 0.25% | +77,321 | New |
| M&T Bank Corp | 78,220 | $2.59M | 0.01% | −82,142−51.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 78,434 | $2.59M | 0.03% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 78,715 | $2.60M | 0.01% | +6,649+9.2% | Added |
| Easterly Investment Partners LLC | 79,738 | $2.64M | 0.22% | +9,400+13.4% | Added |
| Aigen Investment Management, LP | 80,010 | $2.65M | 0.42% | +51,049+176.3% | Added |
| WBI Investments | 80,887 | $2.67M | 0.70% | +36,140+80.8% | Added |
| Yousif Capital Management, LLC | 81,298 | $2.69M | 0.03% | −2,078−2.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 82,466 | $2.73M | 0.65% | +6,589+8.7% | Added |
| Ontario Teachers Pension Plan Board | 83,936 | $2.78M | 0.04% | −2,894−3.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 86,720 | $2.87M | 0.01% | +25,434+41.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 88,547 | $2.93M | 0.01% | +6,563+8.0% | Added |
| Hourglass Capital, LLC | 89,110 | $2.95M | 0.77% | +6,590+8.0% | Added |
| Royal Bank of Canada | 91,610 | $3.03M | 0.00% | −214,532−70.1% | Reduced |
| Janus Henderson Group PLC | 92,700 | $3.05M | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 91,077 | $3.05M | 0.06% | −10,320−10.2% | Reduced |
| Susquehanna International Group, LLP | 93,123 | $3.08M | 0.01% | +40,762+77.8% | Added |
| Leuthold Group, LLC | 93,388 | $3.09M | 0.40% | +93,388 | New |
| Guggenheim Capital LLC | 93,411 | $3.09M | 0.03% | −9,033−8.8% | Reduced |
| D. E. Shaw & Co., Inc. | 93,476 | $3.09M | 0.00% | +93,476 | New |
| Alps Advisors Inc | 93,518 | $3.09M | 0.02% | +6,753+7.8% | Added |
| Inspire Advisors, LLC | 96,348 | $3.19M | 0.37% | +7,620+8.6% | Added |
| Virginia Retirement Systems Et Al | 96,400 | $3.19M | 0.02% | +96,400 | New |
| Bill Few Associates, Inc. | 97,487 | $3.22M | 1.15% | −2,500−2.5% | Reduced |
| ARGA Investment Management, LP | 97,735 | $3.23M | 0.11% | −17,519−15.2% | Reduced |
| Treasurer of the State of North Carolina | 98,359 | $3.25M | 0.01% | +3,840+4.1% | Added |
| Amalgamated Bank | 98,535 | $3.26M | 0.03% | −3,382−3.3% | Reduced |
| Manning & Napier Advisors LLC | 100,811 | $3.33M | 0.04% | −49,189−32.8% | Reduced |
| Quantbot Technologies LP | 107,480 | $3.55M | 0.11% | −93,075−46.4% | Reduced |
| Keeley-Teton Advisors, LLC | 108,031 | $3.57M | 0.43% | +1,137+1.1% | Added |
| Mutual of America Capital Management LLC | 110,560 | $3.66M | 0.04% | −2,847−2.5% | Reduced |
| New York State Common Retirement Fund | 110,700 | $3.66M | 0.01% | +5,376+5.1% | Added |
| Alaska Permanent Fund Corp | 113,367 | $3.72M | 0.05% | 00.0% | Unchanged |
| Foster & Motley Inc | 116,138 | $3.84M | 0.24% | +7,302+6.7% | Added |
| HighTower Advisors, LLC | 116,439 | $3.85M | 0.01% | +4,644+4.2% | Added |
| South Dakota Investment Council | 117,233 | $3.88M | 0.08% | −11,624−9.0% | Reduced |
| MetLife Investment Management | 119,289 | $3.94M | 0.02% | −1,738−1.4% | Reduced |
| State of Tennessee, Treasury Department | 122,242 | $4.04M | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 122,747 | $4.06M | 0.03% | +16,173+15.2% | Added |
| GWM Advisors LLC | 123,063 | $4.07M | 0.02% | −6,875−5.3% | Reduced |
| Verition Fund Management LLC | 123,515 | $4.08M | 0.02% | −34,170−21.7% | Reduced |
| Ensign Peak Advisors, Inc | 124,266 | $4.11M | 0.01% | −37,465−23.2% | Reduced |
| Bridgewater Associates, LP | 134,296 | $4.44M | 0.02% | +134,296 | New |
| Two Sigma Investments, LP | 135,370 | $4.48M | 0.01% | +14,364+11.9% | Added |
| Edmp, Inc. | 135,631 | $4.49M | 3.76% | −696−0.5% | Reduced |
| Prudential Financial Inc | 137,153 | $4.54M | 0.01% | +73,164+114.3% | Added |
| Illinois Municipal Retirement Fund | 137,857 | $4.56M | 0.07% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 139,604 | $4.62M | 0.00% | +58,971+73.1% | Added |
| State of Wisconsin Investment Board | 139,769 | $4.62M | 0.01% | −1,349−1.0% | Reduced |
| Cerity Partners LLC | 140,153 | $4.63M | 0.01% | +78,682+128.0% | Added |
| Comerica Bank | 140,319 | $4.64M | 0.02% | −8,279−5.6% | Reduced |
| Great West Life Assurance Co | 140,880 | $4.66M | 0.01% | −13,355−8.7% | Reduced |
| Voya Investment Management LLC | 142,562 | $4.71M | 0.01% | +66,214+86.7% | Added |
| SEI Investments Co | 144,085 | $4.76M | 0.01% | +11,690+8.8% | Added |
| Meritage Portfolio Management | 156,510 | $5.18M | 0.34% | +156,510 | New |
| American Century Companies Inc | 161,864 | $5.35M | 0.00% | +93,135+135.5% | Added |
| Allspring Global Investments Holdings, LLC | 166,234 | $5.57M | 0.01% | −15,453−8.5% | Reduced |
| Northwest & Ethical Investments L.P. | 169,459 | $5.60M | 0.15% | −92,315−35.3% | Reduced |
| Citigroup Inc | 173,489 | $5.74M | 0.00% | −290,026−62.6% | Reduced |
| Squarepoint Ops LLC | 174,677 | $5.78M | 0.01% | +146,710+524.6% | Added |
| Boothbay Fund Management, LLC | 179,418 | $5.93M | 0.21% | −70,217−28.1% | Reduced |
| State Board of Administration of Florida Retirement System | 193,209 | $6.39M | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 196,533 | $6.50M | 1.59% | −199,154−50.3% | Reduced |
| California State Teachers Retirement System | 205,691 | $6.80M | 0.01% | +4,852+2.4% | Added |
| New York State Teachers Retirement System | 209,967 | $6.94M | 0.02% | −627−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 212,305 | $7.02M | 0.05% | +172,035+427.2% | Added |
| Roffman Miller Associates Inc | 216,034 | $7.14M | 0.45% | +27,764+14.7% | Added |
| Price T Rowe Associates Inc | 221,823 | $7.34M | 0.00% | +14,572+7.0% | Added |
| Oxbow Advisors, LLC | 224,047 | $7.41M | 0.78% | +4,204+1.9% | Added |
| BNP Paribas Arbitrage, SA | 225,118 | $7.44M | 0.01% | +42,587+23.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 230,790 | $7.63M | 0.02% | −137,899−37.4% | Reduced |
| Barclays PLC | 231,907 | $7.67M | 0.00% | +34,515+17.5% | Added |
| Corebridge Financial, Inc. | 237,271 | $7.85M | 0.05% | −5,657−2.3% | Reduced |
| St. James Investment Company, LLC | 238,860 | $7.90M | 1.32% | +238,860 | New |
| Cyndeo Wealth Partners, LLC | 239,401 | $7.92M | 0.52% | −16,564−6.5% | Reduced |
| Janney Montgomery Scott LLC | 241,102 | $7.97M | 0.02% | −9,666−3.9% | Reduced |
| Kennedy Capital Management, Inc. | 255,976 | $8.47M | 0.20% | +138,886+118.6% | Added |
| Point72 Asset Management, L.P. | 256,993 | $8.50M | 0.02% | +256,993 | New |
| Wells Fargo & Company | 267,621 | $8.85M | 0.00% | −44,674−14.3% | Reduced |
| Foundry Partners, LLC | 268,210 | $8.87M | 0.47% | −74,229−21.7% | Reduced |
| Commonwealth Equity Services, LLC | 270,617 | $8.95M | 0.01% | −80,058−22.8% | Reduced |
| Sanctuary Advisors, LLC | 279,303 | $9.24M | 0.06% | −12,161−4.2% | Reduced |
| Jump Financial, LLC | 280,744 | $9.28M | 0.14% | +246,586+721.9% | Added |
| Raymond James Financial Inc | 284,927 | $9.42M | 0.00% | +43,342+17.9% | Added |
| Miller Value Partners, LLC | 292,000 | $9.66M | 4.40% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 300,000 | $9.92M | 1.65% | −80,100−21.1% | Reduced |
| Heartland Advisors Inc | 350,000 | $11.6M | 0.66% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 360,000 | $11.9M | 0.08% | +185,000+105.7% | Added |
| HSBC Holdings PLC | 377,516 | $12.5M | 0.01% | −64,489−14.6% | Reduced |
| Edgestream Partners, L.P. | 384,385 | $12.7M | 0.43% | +258,017+204.2% | Added |
| Wedge Capital Management L L P | 386,226 | $12.8M | 0.25% | −55,942−12.7% | Reduced |
| LPL Financial LLC | 390,791 | $12.9M | 0.01% | −8,029−2.0% | Reduced |
| Cubist Systematic Strategies, LLC | 401,666 | $13.3M | 0.17% | +37,742+10.4% | Added |
| California Public Employees Retirement System | 404,872 | $13.4M | 0.01% | +23,911+6.3% | Added |
| Swiss National Bank | 416,000 | $13.8M | 0.01% | −6,300−1.5% | Reduced |
| Alliancebernstein L.P. | 424,796 | $14.0M | 0.01% | −16,964−3.8% | Reduced |