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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 179,418 | $5.93M | 0.21% | −70,217−28.1% | Reduced |
| Squarepoint Ops LLC | 174,677 | $5.78M | 0.01% | +146,710+524.6% | Added |
| Citigroup Inc | 173,489 | $5.74M | 0.00% | −290,026−62.6% | Reduced |
| Northwest & Ethical Investments L.P. | 169,459 | $5.60M | 0.15% | −92,315−35.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 166,234 | $5.57M | 0.01% | −15,453−8.5% | Reduced |
| American Century Companies Inc | 161,864 | $5.35M | 0.00% | +93,135+135.5% | Added |
| Meritage Portfolio Management | 156,510 | $5.18M | 0.34% | +156,510 | New |
| SEI Investments Co | 144,085 | $4.76M | 0.01% | +11,690+8.8% | Added |
| Voya Investment Management LLC | 142,562 | $4.71M | 0.01% | +66,214+86.7% | Added |
| Great West Life Assurance Co | 140,880 | $4.66M | 0.01% | −13,355−8.7% | Reduced |
| Comerica Bank | 140,319 | $4.64M | 0.02% | −8,279−5.6% | Reduced |
| Cerity Partners LLC | 140,153 | $4.63M | 0.01% | +78,682+128.0% | Added |
| State of Wisconsin Investment Board | 139,769 | $4.62M | 0.01% | −1,349−1.0% | Reduced |
| Envestnet Asset Management Inc | 139,604 | $4.62M | 0.00% | +58,971+73.1% | Added |
| Illinois Municipal Retirement Fund | 137,857 | $4.56M | 0.07% | 00.0% | Unchanged |
| Prudential Financial Inc | 137,153 | $4.54M | 0.01% | +73,164+114.3% | Added |
| Edmp, Inc. | 135,631 | $4.49M | 3.76% | −696−0.5% | Reduced |
| Two Sigma Investments, LP | 135,370 | $4.48M | 0.01% | +14,364+11.9% | Added |
| Bridgewater Associates, LP | 134,296 | $4.44M | 0.02% | +134,296 | New |
| Ensign Peak Advisors, Inc | 124,266 | $4.11M | 0.01% | −37,465−23.2% | Reduced |
| Verition Fund Management LLC | 123,515 | $4.08M | 0.02% | −34,170−21.7% | Reduced |
| GWM Advisors LLC | 123,063 | $4.07M | 0.02% | −6,875−5.3% | Reduced |
| Quantinno Capital Management LP | 122,747 | $4.06M | 0.03% | +16,173+15.2% | Added |
| State of Tennessee, Treasury Department | 122,242 | $4.04M | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 119,289 | $3.94M | 0.02% | −1,738−1.4% | Reduced |
| South Dakota Investment Council | 117,233 | $3.88M | 0.08% | −11,624−9.0% | Reduced |
| HighTower Advisors, LLC | 116,439 | $3.85M | 0.01% | +4,644+4.2% | Added |
| Foster & Motley Inc | 116,138 | $3.84M | 0.24% | +7,302+6.7% | Added |
| Alaska Permanent Fund Corp | 113,367 | $3.72M | 0.05% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 110,700 | $3.66M | 0.01% | +5,376+5.1% | Added |
| Mutual of America Capital Management LLC | 110,560 | $3.66M | 0.04% | −2,847−2.5% | Reduced |
| Keeley-Teton Advisors, LLC | 108,031 | $3.57M | 0.43% | +1,137+1.1% | Added |
| Quantbot Technologies LP | 107,480 | $3.55M | 0.11% | −93,075−46.4% | Reduced |
| Manning & Napier Advisors LLC | 100,811 | $3.33M | 0.04% | −49,189−32.8% | Reduced |
| Amalgamated Bank | 98,535 | $3.26M | 0.03% | −3,382−3.3% | Reduced |
| Treasurer of the State of North Carolina | 98,359 | $3.25M | 0.01% | +3,840+4.1% | Added |
| ARGA Investment Management, LP | 97,735 | $3.23M | 0.11% | −17,519−15.2% | Reduced |
| Bill Few Associates, Inc. | 97,487 | $3.22M | 1.15% | −2,500−2.5% | Reduced |
| Virginia Retirement Systems Et Al | 96,400 | $3.19M | 0.02% | +96,400 | New |
| Inspire Advisors, LLC | 96,348 | $3.19M | 0.37% | +7,620+8.6% | Added |
| Alps Advisors Inc | 93,518 | $3.09M | 0.02% | +6,753+7.8% | Added |
| D. E. Shaw & Co., Inc. | 93,476 | $3.09M | 0.00% | +93,476 | New |
| Guggenheim Capital LLC | 93,411 | $3.09M | 0.03% | −9,033−8.8% | Reduced |
| Leuthold Group, LLC | 93,388 | $3.09M | 0.40% | +93,388 | New |
| Susquehanna International Group, LLP | 93,123 | $3.08M | 0.01% | +40,762+77.8% | Added |
| Ethic Inc. | 91,077 | $3.05M | 0.06% | −10,320−10.2% | Reduced |
| Janus Henderson Group PLC | 92,700 | $3.05M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 91,610 | $3.03M | 0.00% | −214,532−70.1% | Reduced |
| Hourglass Capital, LLC | 89,110 | $2.95M | 0.77% | +6,590+8.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 88,547 | $2.93M | 0.01% | +6,563+8.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 86,720 | $2.87M | 0.01% | +25,434+41.5% | Added |
| Ontario Teachers Pension Plan Board | 83,936 | $2.78M | 0.04% | −2,894−3.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 82,466 | $2.73M | 0.65% | +6,589+8.7% | Added |
| Yousif Capital Management, LLC | 81,298 | $2.69M | 0.03% | −2,078−2.5% | Reduced |
| WBI Investments | 80,887 | $2.67M | 0.70% | +36,140+80.8% | Added |
| Aigen Investment Management, LP | 80,010 | $2.65M | 0.42% | +51,049+176.3% | Added |
| Easterly Investment Partners LLC | 79,738 | $2.64M | 0.22% | +9,400+13.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 78,715 | $2.60M | 0.01% | +6,649+9.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 78,434 | $2.59M | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 78,220 | $2.59M | 0.01% | −82,142−51.2% | Reduced |
| Entropy Technologies, LP | 77,321 | $2.56M | 0.25% | +77,321 | New |
| KLP Kapitalforvaltning AS | 73,600 | $2.46M | 0.01% | −9,700−11.6% | Reduced |
| Nisa Investment Advisors, LLC | 72,608 | $2.43M | 0.01% | −8,654−10.6% | Reduced |
| Ilex Capital Partners (UK) LLP | 71,882 | $2.38M | 0.10% | +71,882 | New |
| Public Employees Retirement System of Ohio | 71,161 | $2.35M | 0.01% | −7,637−9.7% | Reduced |
| Axq Capital, LP | 69,210 | $2.29M | 0.92% | +69,210 | New |
| State of New Jersey Common Pension Fund D | 67,687 | $2.24M | 0.01% | −18,450−21.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 66,450 | $2.20M | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 65,273 | $2.16M | 0.01% | −4,533−6.5% | Reduced |
| Atria Investments LLC | 63,770 | $2.11M | 0.03% | +34,235+115.9% | Added |
| Arizona State Retirement System | 61,587 | $2.04M | 0.01% | −718−1.2% | Reduced |
| Natixis Advisors, L.P. | 61,024 | $2.02M | 0.00% | +11,194+22.5% | Added |
| Waterloo Capital, L.P. | 60,794 | $2.01M | 0.19% | +11,007+22.1% | Added |
| Arrowstreet Capital, Limited Partnership | 60,449 | $2.00M | 0.00% | +60,449 | New |
| Sciencast Management LP | 60,251 | $1.99M | 0.46% | +60,251 | New |
| Louisiana State Employees Retirement System | 60,200 | $1.99M | 0.04% | +600+1.0% | Added |
| RBF Capital, LLC | 60,000 | $1.98M | 0.13% | 00.0% | Unchanged |
| STRS Ohio | 58,182 | $1.92M | 0.01% | −6,091−9.5% | Reduced |
| Stifel Financial Corp | 56,492 | $1.87M | 0.00% | +32,520+135.7% | Added |
| MSH Capital Advisors LLC | 55,853 | $1.85M | 0.57% | +70+0.1% | Added |
| Oppenheimer & Co Inc | 55,837 | $1.85M | 0.03% | +2,501+4.7% | Added |
| Bank of Montreal | 55,769 | $1.84M | 0.00% | −38,079−40.6% | Reduced |
| Harvest Fund Management Co., Ltd | 57,653 | $1.78M | 0.09% | +31,742+122.5% | Added |
| Loudon Investment Management, LLC | 53,105 | $1.76M | 1.00% | +53,105 | New |
| Creative Planning | 51,480 | $1.70M | 0.00% | −1,688−3.2% | Reduced |
| State of Michigan Retirement System | 51,458 | $1.70M | 0.01% | +600+1.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,349 | $1.70M | 0.01% | +3,934+8.3% | Added |
| Chase Investment Counsel Corp | 50,593 | $1.67M | 0.61% | +50,593 | New |
| Infrastructure Capital Advisors, LLC | 50,290 | $1.66M | 0.21% | +3,190+6.8% | Added |
| Alberta Investment Management Corp | 49,600 | $1.64M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 49,297 | $1.63M | 0.02% | +4,199+9.3% | Added |
| Advisors Preferred, LLC | 47,770 | $1.60M | 0.21% | +47,770 | New |
| Northwestern Mutual Investment Management Company, LLC | 47,762 | $1.58M | 0.03% | +48+0.1% | Added |
| Jacobi Capital Management LLC | 47,578 | $1.57M | 0.12% | +2,251+5.0% | Added |
| First National Trust Co | 46,471 | $1.54M | 0.06% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 46,075 | $1.53M | 0.01% | +691+1.5% | Added |
| Simplex Trading, LLC | 46,042 | $1.52M | 0.05% | +17,563+61.7% | Added |
| D.A. Davidson & Co. | 45,551 | $1.51M | 0.01% | +45,551 | New |
| Mariner, LLC | 45,405 | $1.50M | 0.00% | −2,868−5.9% | Reduced |
| Canada Pension Plan Investment Board | 45,384 | $1.50M | 0.00% | 00.0% | Unchanged |