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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 45,200 | $1.50M | 0.00% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 44,000 | $1.46M | 0.00% | +44,000 | New |
| O'Shaughnessy Asset Management, LLC | 43,960 | $1.45M | 0.01% | +15,100+52.3% | Added |
| Oregon Public Employees Retirement Fund | 43,626 | $1.44M | 0.03% | −46−0.1% | Reduced |
| Quest Partners LLC | 43,547 | $1.44M | 0.16% | +41,152+1,718.2% | Added |
| Advisory Services Network, LLC | 43,496 | $1.44M | 0.03% | +1,087+2.6% | Added |
| Deutsche Bank AG | 43,328 | $1.43M | 0.00% | +1,044+2.5% | Added |
| New Mexico Educational Retirement Board | 42,800 | $1.42M | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 42,266 | $1.40M | 0.05% | −735−1.7% | Reduced |
| Sterling Capital Management LLC | 42,181 | $1.39M | 0.02% | +29,644+236.5% | Added |
| Fox Run Management, L.L.C. | 41,594 | $1.38M | 0.21% | +41,594 | New |
| Steward Partners Investment Advisory, LLC | 41,412 | $1.37M | 0.01% | +24,153+139.9% | Added |
| Elo Mutual Pension Insurance Co | 40,475 | $1.34M | 0.03% | +40,475 | New |
| Glenmede Trust Co NA | 39,696 | $1.31M | 0.01% | −93−0.2% | Reduced |
| Aquatic Capital Management LLC | 37,972 | $1.26M | 0.03% | +37,972 | New |
| Wright Investors Service Inc | 36,969 | $1.22M | 0.40% | −237−0.6% | Reduced |
| Mackenzie Financial Corp | 36,394 | $1.20M | 0.00% | −14,998−29.2% | Reduced |
| Applied Finance Capital Management, LLC | 36,359 | $1.20M | 0.09% | −4,201−10.4% | Reduced |
| Atom Investors LP | 36,340 | $1.20M | 0.15% | +36,340 | New |
| Argyle Capital Management Inc. | 35,924 | $1.19M | 0.44% | +750+2.1% | Added |
| Mork Capital Management, LLC | 35,700 | $1.18M | 0.92% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 34,750 | $1.15M | 0.17% | +34,750 | New |
| Huntleigh Advisors, Inc. | 34,617 | $1.14M | 0.19% | +25,163+266.2% | Added |
| SG Americas Securities, LLC | 33,980 | $1.12M | 0.00% | +33,980 | New |
| Coppell Advisory Solutions LLC | 34,114 | $1.12M | 0.17% | +31,104+1,033.4% | Added |
| Occudo Quantitative Strategies LP | 33,934 | $1.12M | 0.15% | +8,386+32.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,240 | $1.10M | 0.00% | −1,292−3.7% | Reduced |
| Mercer Global Advisors Inc | 32,916 | $1.09M | 0.00% | +9,698+41.8% | Added |
| Abundance Wealth Counselors | 32,629 | $1.08M | 0.23% | +3,115+10.6% | Added |
| BCM Advisors, LLC | 32,225 | $1.08M | 0.24% | 00.0% | Unchanged |
| Advisor Resource Council | 35,192 | $1.05M | 0.09% | +35,192 | New |
| Xponance, Inc. | 31,434 | $1.04M | 0.01% | −2,604−7.7% | Reduced |
| Teacher Retirement System of Texas | 31,388 | $1.04M | 0.00% | +6,478+26.0% | Added |
| Empowered Funds, LLC | 30,925 | $1.02M | 0.01% | −1,623−5.0% | Reduced |
| GWN Securities Inc. | 29,152 | $1.01M | 0.06% | +29,152 | New |
| CI Private Wealth, LLC | 30,033 | $993.8K | 0.00% | +11,027+58.0% | Added |
| Zacks Investment Management | 30,038 | $993.4K | 0.01% | +2,514+9.1% | Added |
| Quadrature Capital Ltd | 29,648 | $980.5K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 29,575 | $978.0K | 0.21% | −50−0.2% | Reduced |
| Worldquant Millennium Advisors LLC | 29,259 | $967.6K | 0.01% | +9,716+49.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 28,558 | $944.4K | 0.03% | −170−0.6% | Reduced |
| Millennium Management LLC | 28,416 | $939.7K | 0.00% | −487,102−94.5% | Reduced |
| Intech Investment Management LLC | 27,710 | $916.4K | 0.01% | +132+0.5% | Added |
| Clear Harbor Asset Management, LLC | 27,592 | $912.5K | 0.07% | +27,592 | New |
| Advisor Group Holdings, Inc. | 27,394 | $906.5K | 0.00% | −2,766−9.2% | Reduced |
| Naples Global Advisors, LLC | 26,637 | $890.4K | 0.08% | −442−1.6% | Reduced |
| Pinebridge Investments, L.P. | 26,466 | $875.2K | 0.01% | −94,647−78.1% | Reduced |
| Greenland Capital Management LP | 26,110 | $863.5K | 0.15% | +15,880+155.2% | Added |
| Cetera Investment Advisers | 26,079 | $862.4K | 0.00% | +872+3.5% | Added |
| Qsemble Capital Management, LP | 25,566 | $845.5K | 0.09% | −21,792−46.0% | Reduced |
| Csenge Advisory Group | 25,304 | $838.8K | 0.05% | −18,723−42.5% | Reduced |
| State of Alaska, Department of Revenue | 25,171 | $832.0K | 0.01% | +695+2.8% | Added |
| Baird Financial Group, Inc. | 24,534 | $811.3K | 0.00% | −7,413−23.2% | Reduced |
| FIL Ltd | 24,255 | $802.1K | 0.00% | +24,255 | New |
| Exchange Traded Concepts, LLC | 24,109 | $797.3K | 0.01% | +24,109 | New |
| Envestnet Portfolio Solutions, Inc. | 23,822 | $787.8K | 0.00% | +9,266+63.7% | Added |
| Kendall Capital Management | 23,805 | $787.2K | 0.23% | +1,285+5.7% | Added |
| Natixis | 23,788 | $785.0K | 0.00% | +23,408+6,160.0% | Added |
| Man Group plc | 23,620 | $781.1K | 0.00% | −7,276−23.5% | Reduced |
| Code Waechter LLC | 23,139 | $765.0K | 0.63% | −23,788−50.7% | Reduced |
| Public Employees Retirement Association of Colorado | 22,952 | $759.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 22,628 | $748.3K | 0.04% | −21,507−48.7% | Reduced |
| Colony Group, LLC | 22,584 | $746.9K | 0.00% | +5,497+32.2% | Added |
| Walleye Trading LLC | 22,309 | $737.8K | 0.02% | −54,389−70.9% | Reduced |
| State of Wyoming | 22,041 | $728.9K | 0.10% | +12,036+120.3% | Added |
| Storebrand Asset Management AS | 21,600 | $714.3K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 21,010 | $695.0K | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 20,466 | $684.6K | 0.01% | −663−3.1% | Reduced |
| AIA Group Ltd | 20,677 | $683.8K | 0.02% | +2,630+14.6% | Added |
| NBC Securities, Inc. | 20,640 | $682.0K | 0.06% | +20,621+108,531.6% | Added |
| Measured Wealth Private Client Group, LLC | 20,040 | $662.7K | 0.21% | +20,040 | New |
| Wealthcare Advisory Partners LLC | 19,865 | $656.9K | 0.02% | +267+1.4% | Added |
| Commerce Bank | 19,218 | $635.5K | 0.00% | −3,278−14.6% | Reduced |
| Landscape Capital Management, L.L.C. | 19,152 | $633.4K | 0.06% | +19,152 | New |
| Wolverine Asset Management LLC | 18,783 | $621.2K | 0.01% | +18,783 | New |
| Kestra Advisory Services, LLC | 18,184 | $601.3K | 0.00% | +90+0.5% | Added |
| MML Investors Services, LLC | 18,041 | $597.0K | 0.00% | −847−4.5% | Reduced |
| Nilsine Partners, LLC | 18,007 | $595.5K | 0.07% | −311−1.7% | Reduced |
| Atria Wealth Solutions, Inc. | 17,706 | $586.0K | 0.01% | +17,706 | New |
| IFG Advisory, LLC | 17,598 | $582.0K | 0.03% | −592−3.3% | Reduced |
| Wealthspire Advisors, LLC | 17,574 | $581.2K | 0.00% | +323+1.9% | Added |
| Maridea Wealth Management LLC | 17,468 | $577.7K | 0.19% | +17,468 | New |
| Bayforest Capital Ltd | 17,262 | $570.9K | 0.25% | +17,262 | New |
| EP Wealth Advisors, LLC | 17,241 | $570.2K | 0.00% | +850+5.2% | Added |
| Vestcor Inc | 17,221 | $569.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 17,171 | $567.8K | 0.07% | +15,529+945.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,803 | $555.7K | 0.00% | +1,819+12.1% | Added |
| Lazard Asset Management LLC | 16,769 | $554.0K | 0.00% | +472+2.9% | Added |
| DekaBank Deutsche Girozentrale | 16,635 | $548.0K | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 16,558 | $547.6K | 0.03% | −2,285−12.1% | Reduced |
| Convergence Investment Partners, LLC | 16,365 | $541.2K | 0.15% | +16,365 | New |
| Northstar Financial Companies, Inc. | 16,361 | $541.1K | 0.59% | +1,666+11.3% | Added |
| Apella Capital, LLC | 17,282 | $540.4K | 0.02% | +17,282 | New |
| Securian Asset Management, Inc | 16,230 | $536.7K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 16,142 | $533.8K | 0.01% | +16,142 | New |
| Fulton Bank, N.A. | 16,066 | $531.3K | 0.02% | +106+0.7% | Added |
| Scientech Research LLC | 15,603 | $516.0K | 0.14% | +15,603 | New |
| Stratos Wealth Partners, LTD. | 15,244 | $504.1K | 0.01% | −2,070−12.0% | Reduced |
| Alpha Omega Wealth Management LLC | 15,153 | $501.1K | 0.10% | +776+5.4% | Added |
| Cornerstone Select Advisors, LLC | 15,102 | $499.4K | 0.47% | +8,013+113.0% | Added |