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, Q2 2025
Institutional positions in Ugi Corp as of Jun 30, 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
- 594
- +33 vs. Q1 2025
- Shares held
- 196.5M
- +2.23M (+1.1%) vs. Q1 2025
- Total value
- $7.16B
- +$731.6M (+11.4%) vs. Q1 2025
- New holders
- 93
- 227 more added
- Sold out
- 60
- 175 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 26,328,407 | $958.9M | 0.02% | −484,343−1.8% | Reduced |
| BlackRock, Inc. | 25,214,023 | $918.3M | 0.02% | +28,159+0.1% | Added |
| FMR LLC | 12,184,731 | $443.8M | 0.03% | +19,592+0.2% | Added |
| State Street Corp | 9,698,077 | $356.8M | 0.01% | +312,176+3.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 6,835,314 | $248.9M | 0.91% | +29,361+0.4% | Added |
| LSV Asset Management | 4,899,884 | $178.5M | 0.42% | +862,280+21.4% | Added |
| Snyder Capital Management L P | 4,807,958 | $175.1M | 3.73% | −227,734−4.5% | Reduced |
| Geode Capital Management, LLC | 4,238,138 | $154.4M | 0.01% | −37,599−0.9% | Reduced |
| Pictet Asset Management Holding SA | 3,662,644 | $133.4M | 0.14% | +512,585+16.3% | Added |
| Northern Trust Corp | 3,594,345 | $130.9M | 0.02% | −525,737−12.8% | Reduced |
| Neuberger Berman Group LLC | 3,276,793 | $119.3M | 0.09% | +288,975+9.7% | Added |
| Norges Bank | 3,265,767 | $118.9M | 0.01% | +207,406+6.8% | Added |
| Federated Hermes, Inc. | 3,132,747 | $114.1M | 0.21% | −759,256−19.5% | Reduced |
| Morgan Stanley | 2,910,974 | $106.0M | 0.01% | +117,402+4.2% | Added |
| Dimensional Fund Advisors LP | 2,803,954 | $102.1M | 0.02% | +125,096+4.7% | Added |
| Captrust Financial Advisors | 2,576,169 | $93.8M | 0.21% | +2,568,817+34,940.4% | Added |
| First Trust Advisors LP | 2,575,271 | $93.8M | 0.08% | −17,572−0.7% | Reduced |
| Bank of New York Mellon Corp | 2,564,548 | $93.4M | 0.02% | −27,703−1.1% | Reduced |
| Charles Schwab Investment Management Inc | 2,486,206 | $90.5M | 0.02% | −23,859−1.0% | Reduced |
| Ameriprise Financial Inc | 2,472,128 | $90.0M | 0.02% | −172,588−6.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,470,299 | $90.0M | 0.21% | +1,556,273+170.3% | Added |
| Hennessy Advisors Inc | 2,269,952 | $82.7M | 2.76% | +101,000+4.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,885,963 | $68.7M | 0.39% | −477,400−20.2% | Reduced |
| Jupiter Asset Management Ltd | 1,876,831 | $68.4M | 0.57% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,620,168 | $59.0M | 0.00% | +328,720+25.5% | Added |
| Point72 Asset Management, L.P. | 1,588,443 | $57.9M | 0.14% | +1,331,450+518.1% | Added |
| Energy Income Partners, LLC | 1,550,404 | $56.5M | 1.11% | −3,940−0.3% | Reduced |
| AQR Capital Management LLC | 1,521,319 | $55.0M | 0.05% | −131,937−8.0% | Reduced |
| Massachusetts Financial Services Co | 1,474,525 | $53.7M | 0.02% | +175,315+13.5% | Added |
| Invesco Ltd. | 1,262,441 | $46.0M | 0.01% | −103,111−7.6% | Reduced |
| Victory Capital Management Inc | 1,234,308 | $45.0M | 0.03% | −221,145−15.2% | Reduced |
| Thrivent Financial for Lutherans | 1,113,825 | $40.6M | 0.09% | −684,079−38.0% | Reduced |
| Diamond Hill Capital Management Inc | 1,085,610 | $39.5M | 0.18% | −143,013−11.6% | Reduced |
| Goldman Sachs Group Inc | 1,080,640 | $39.4M | 0.01% | +149,853+16.1% | Added |
| UBS Asset Management Americas Inc | 1,056,676 | $38.5M | 0.01% | +271,349+34.6% | Added |
| Bank of America Corp | 1,030,175 | $37.5M | 0.00% | +25,508+2.5% | Added |
| ProShare Advisors LLC | 1,008,009 | $36.7M | 0.07% | −4,488−0.4% | Reduced |
| Bragg Financial Advisors, Inc | 896,869 | $32.7M | 1.17% | +6,029+0.7% | Added |
| Royal Bank of Canada | 896,149 | $32.6M | 0.01% | +804,539+878.2% | Added |
| Loomis Sayles & Co L P | 882,794 | $32.2M | 0.04% | +17,788+2.1% | Added |
| Russell Investments Group, Ltd. | 850,718 | $31.0M | 0.04% | −114,679−11.9% | Reduced |
| UBS Group AG | 827,858 | $30.2M | 0.01% | −182,861−18.1% | Reduced |
| Citadel Advisors LLC | 826,408 | $30.1M | 0.03% | −638,465−43.6% | Reduced |
| BNP Paribas Arbitrage, SA | 650,415 | $23.7M | 0.02% | +425,297+188.9% | Added |
| Gabelli Funds LLC | 627,440 | $22.9M | 0.16% | +85,440+15.8% | Added |
| Burney Co | 622,324 | $22.7M | 0.77% | −5,392−0.9% | Reduced |
| Allianz Asset Management GmbH | 610,900 | $22.2M | 0.03% | +14,089+2.4% | Added |
| HG Vora Capital Management, LLC | 600,000 | $21.9M | 2.41% | −400,000−40.0% | Reduced |
| SIR Capital Management, L.P. | 592,670 | $21.6M | 1.93% | −222,596−27.3% | Reduced |
| Rhumbline Advisers | 582,013 | $21.2M | 0.02% | −24,802−4.1% | Reduced |
| Nuveen, LLC | 572,906 | $20.9M | 0.01% | −61,743−9.7% | Reduced |
| Legal & General Group Plc | 571,744 | $20.8M | 0.01% | +2,996+0.5% | Added |
| Sourcerock Group LLC | 564,607 | $20.6M | 1.07% | −161,789−22.3% | Reduced |
| Renaissance Technologies LLC | 546,683 | $19.9M | 0.03% | −311,600−36.3% | Reduced |
| Cresset Asset Management, LLC | 533,414 | $19.6M | 0.10% | −1,122−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 528,453 | $19.2M | 0.02% | −2,992−0.6% | Reduced |
| Ancora Advisors, LLC | 522,382 | $19.0M | 0.40% | +16,892+3.3% | Added |
| Winton Group Ltd | 500,944 | $18.2M | 0.93% | +35,740+7.7% | Added |
| Retirement Systems of Alabama | 496,494 | $18.1M | 0.06% | +641+0.1% | Added |
| Alliancebernstein L.P. | 489,836 | $17.8M | 0.01% | +65,040+15.3% | Added |
| Callodine Capital Management, LP | 488,107 | $17.8M | 1.84% | +188,107+62.7% | Added |
| Principal Financial Group Inc | 486,252 | $17.7M | 0.01% | −8,075−1.6% | Reduced |
| Cambria Investment Management, L.P. | 459,530 | $16.7M | 1.13% | −45,936−9.1% | Reduced |
| California Public Employees Retirement System | 450,863 | $16.4M | 0.01% | +45,991+11.4% | Added |
| Wedge Capital Management L L P | 445,131 | $16.2M | 0.29% | +58,905+15.3% | Added |
| Wellington Management Group LLP | 439,048 | $16.0M | 0.00% | −197,965−31.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 431,637 | $15.7M | 0.78% | −20,735−4.6% | Reduced |
| Franklin Resources Inc | 419,858 | $15.3M | 0.00% | −56,949−11.9% | Reduced |
| Swiss National Bank | 410,400 | $14.9M | 0.01% | −5,600−1.3% | Reduced |
| LPL Financial LLC | 386,639 | $14.1M | 0.00% | −4,152−1.1% | Reduced |
| Millennium Management LLC | 380,391 | $13.9M | 0.01% | +351,975+1,238.7% | Added |
| Hudson Bay Capital Management LP | 361,170 | $13.2M | 0.09% | +1,170+0.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 360,624 | $13.1M | 0.01% | −746,862−67.4% | Reduced |
| Heartland Advisors Inc | 350,000 | $12.7M | 0.71% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 345,720 | $12.6M | 0.23% | −81,030−19.0% | Reduced |
| Marshall Wace, LLP | 342,365 | $12.5M | 0.01% | +342,365 | New |
| Raymond James Financial Inc | 322,968 | $11.8M | 0.00% | +38,041+13.4% | Added |
| Citigroup Inc | 307,465 | $11.2M | 0.01% | +133,976+77.2% | Added |
| Miller Value Partners, LLC | 292,000 | $10.6M | 4.51% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 290,933 | $10.6M | 0.07% | +11,630+4.2% | Added |
| RPG Investment Advisory, LLC | 289,369 | $10.5M | 1.31% | −292,063−50.2% | Reduced |
| Trexquant Investment LP | 272,534 | $9.93M | 0.11% | +272,534 | New |
| Wells Fargo & Company | 265,341 | $9.66M | 0.00% | −2,280−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 265,307 | $9.66M | 0.01% | −5,310−2.0% | Reduced |
| Kennedy Capital Management, Inc. | 253,301 | $9.23M | 0.22% | −2,675−1.0% | Reduced |
| SEI Investments Co | 251,022 | $9.14M | 0.01% | +106,937+74.2% | Added |
| New York State Teachers Retirement System | 250,844 | $9.14M | 0.02% | +40,877+19.5% | Added |
| Roffman Miller Associates Inc | 246,737 | $8.99M | 0.54% | +30,703+14.2% | Added |
| Cyndeo Wealth Partners, LLC | 243,096 | $8.85M | 0.52% | +3,695+1.5% | Added |
| St. James Investment Company, LLC | 240,130 | $8.75M | 1.41% | +1,270+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 248,634 | $8.72M | 0.01% | +82,400+49.6% | Added |
| Squarepoint Ops LLC | 229,840 | $8.37M | 0.02% | +55,163+31.6% | Added |
| Price T Rowe Associates Inc | 225,563 | $8.22M | 0.00% | +3,740+1.7% | Added |
| Oxbow Advisors, LLC | 225,132 | $8.20M | 0.90% | +1,085+0.5% | Added |
| Janney Montgomery Scott LLC | 224,477 | $8.18M | 0.02% | −16,625−6.9% | Reduced |
| Ontario Teachers Pension Plan Board | 220,808 | $8.04M | 0.17% | +136,872+163.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 218,016 | $7.94M | 0.01% | −12,774−5.5% | Reduced |
| Edgestream Partners, L.P. | 213,673 | $7.78M | 0.22% | −170,712−44.4% | Reduced |
| Cubist Systematic Strategies, LLC | 209,046 | $7.61M | 0.08% | −192,620−48.0% | Reduced |
| California State Teachers Retirement System | 205,691 | $7.49M | 0.01% | 00.0% | Unchanged |