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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 426,750 | $14.1M | 0.27% | −64,200−13.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 452,372 | $15.0M | 0.60% | −22,137−4.7% | Reduced |
| Winton Group Ltd | 465,204 | $15.4M | 0.94% | +8,150+1.8% | Added |
| Franklin Resources Inc | 476,807 | $15.8M | 0.00% | −3,417−0.7% | Reduced |
| Principal Financial Group Inc | 494,327 | $16.3M | 0.01% | +2,163+0.4% | Added |
| Retirement Systems of Alabama | 495,853 | $16.4M | 0.06% | +409+0.1% | Added |
| Cambria Investment Management, L.P. | 505,466 | $16.7M | 1.17% | −35,869−6.6% | Reduced |
| Ancora Advisors, LLC | 505,490 | $16.7M | 0.37% | +30,060+6.3% | Added |
| Manufacturers Life Insurance Company, The | 531,445 | $17.6M | 0.02% | −21,061−3.8% | Reduced |
| Cresset Asset Management, LLC | 534,536 | $17.9M | 0.09% | +42,177+8.6% | Added |
| Gabelli Funds LLC | 542,000 | $17.9M | 0.14% | −27,000−4.7% | Reduced |
| Legal & General Group Plc | 568,748 | $18.8M | 0.01% | +12,687+2.3% | Added |
| RPG Investment Advisory, LLC | 581,432 | $19.2M | 1.38% | +295,050+103.0% | Added |
| Allianz Asset Management GmbH | 596,811 | $19.7M | 0.03% | +156,658+35.6% | Added |
| Rhumbline Advisers | 606,815 | $20.1M | 0.02% | +10,865+1.8% | Added |
| Burney Co | 627,716 | $20.8M | 0.76% | −34,295−5.2% | Reduced |
| Nuveen, LLC | 634,649 | $21.0M | 0.01% | +634,649 | New |
| Wellington Management Group LLP | 637,013 | $21.1M | 0.00% | +62,918+11.0% | Added |
| Sourcerock Group LLC | 726,396 | $24.0M | 1.35% | −298,604−29.1% | Reduced |
| UBS Asset Management Americas Inc | 785,327 | $26.0M | 0.01% | +115,409+17.2% | Added |
| SIR Capital Management, L.P. | 815,266 | $27.0M | 2.37% | +85,466+11.7% | Added |
| Renaissance Technologies LLC | 858,283 | $28.4M | 0.04% | −358,300−29.5% | Reduced |
| Voloridge Investment Management, LLC | 862,116 | $28.5M | 0.11% | −268,013−23.7% | Reduced |
| Loomis Sayles & Co L P | 865,006 | $28.6M | 0.04% | +215,192+33.1% | Added |
| Bragg Financial Advisors, Inc | 890,840 | $29.5M | 1.21% | +16,771+1.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 914,026 | $30.2M | 0.08% | −2,257,599−71.2% | Reduced |
| Goldman Sachs Group Inc | 930,787 | $30.8M | 0.01% | +116,372+14.3% | Added |
| Russell Investments Group, Ltd. | 965,397 | $31.9M | 0.04% | +223,732+30.2% | Added |
| HG Vora Capital Management, LLC | 1,000,000 | $33.1M | 3.38% | +1,000,000 | New |
| Bank of America Corp | 1,004,667 | $33.2M | 0.00% | +71,478+7.7% | Added |
| UBS Group AG | 1,010,719 | $33.4M | 0.01% | −291,711−22.4% | Reduced |
| ProShare Advisors LLC | 1,012,497 | $33.5M | 0.08% | −344,429−25.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,107,486 | $36.6M | 0.04% | +398,839+56.3% | Added |
| Diamond Hill Capital Management Inc | 1,228,623 | $40.6M | 0.19% | −130,279−9.6% | Reduced |
| JPMorgan Chase & Co | 1,291,448 | $42.7M | 0.00% | +94,773+7.9% | Added |
| Massachusetts Financial Services Co | 1,299,210 | $43.0M | 0.01% | −158,492−10.9% | Reduced |
| Invesco Ltd. | 1,365,552 | $45.2M | 0.01% | −364,519−21.1% | Reduced |
| Victory Capital Management Inc | 1,455,453 | $48.1M | 0.05% | +8,155+0.6% | Added |
| Citadel Advisors LLC | 1,464,873 | $48.4M | 0.05% | +922,476+170.1% | Added |
| Energy Income Partners, LLC | 1,554,344 | $51.4M | 0.98% | +47,423+3.1% | Added |
| AQR Capital Management LLC | 1,653,256 | $54.6M | 0.06% | −764,151−31.6% | Reduced |
| Thrivent Financial for Lutherans | 1,797,904 | $59.5M | 0.13% | +2560.0% | Added |
| Jupiter Asset Management Ltd | 1,876,831 | $62.1M | 0.59% | 00.0% | Unchanged |
| Corvex Management LP | 1,960,815 | $64.8M | 2.52% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 2,168,952 | $71.7M | 2.39% | −206,800−8.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 2,363,363 | $78.2M | 0.48% | −644,928−21.4% | Reduced |
| Charles Schwab Investment Management Inc | 2,510,065 | $83.0M | 0.02% | −45,010−1.8% | Reduced |
| Bank of New York Mellon Corp | 2,592,251 | $85.7M | 0.02% | +56,777+2.2% | Added |
| First Trust Advisors LP | 2,592,843 | $85.7M | 0.08% | +1,362,274+110.7% | Added |
| Ameriprise Financial Inc | 2,644,716 | $87.5M | 0.02% | +278,616+11.8% | Added |
| Dimensional Fund Advisors LP | 2,678,858 | $88.6M | 0.02% | +349,611+15.0% | Added |
| Morgan Stanley | 2,793,572 | $92.4M | 0.01% | −310,025−10.0% | Reduced |
| Neuberger Berman Group LLC | 2,987,818 | $98.8M | 0.08% | +1,427,553+91.5% | Added |
| Norges Bank | 3,058,361 | $101.1M | 0.01% | −594,299−16.3% | Reduced |
| Pictet Asset Management Holding SA | 3,150,059 | $104.2M | 0.12% | +1,410,640+81.1% | Added |
| Federated Hermes, Inc. | 3,892,003 | $128.7M | 0.28% | −1,070,737−21.6% | Reduced |
| LSV Asset Management | 4,037,604 | $133.5M | 0.32% | +251,311+6.6% | Added |
| Northern Trust Corp | 4,120,082 | $136.3M | 0.02% | +117,663+2.9% | Added |
| Geode Capital Management, LLC | 4,275,737 | $141.4M | 0.01% | −783,261−15.5% | Reduced |
| Snyder Capital Management L P | 5,035,692 | $166.5M | 3.64% | −91,017−1.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 6,805,953 | $225.1M | 0.87% | −294,004−4.1% | Reduced |
| State Street Corp | 9,385,901 | $313.9M | 0.01% | −500,361−5.1% | Reduced |
| FMR LLC | 12,165,139 | $402.3M | 0.03% | +635,937+5.5% | Added |
| BlackRock, Inc. | 25,185,864 | $832.9M | 0.02% | −695,858−2.7% | Reduced |
| Vanguard Group Inc | 26,812,750 | $886.7M | 0.02% | −1,475,445−5.2% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,794−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −614,910−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −425,000−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −182,600−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −163,185−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −146,781−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −138,508−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −90,623−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −78,978−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −76,203−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −58,202−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −35,976−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −33,938−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −32,009−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −28,487−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −27,944−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −26,215−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −25,313−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −20,753−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −16,189−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −15,284−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −14,725−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −13,726−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −12,192−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −8,950−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −8,829−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −8,183−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −6,999−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,207−100.0% | Sold out |
| Mountain Hill Investment Partners Corp. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −3,749−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |