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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.

Q2 2025 vs. Q1 2025

How the institutions holding Ugi Corp changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of UGI: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders5654594+33
Shares194.7M418.9K196.5M+2.23M (+1.1%)
Value$6.44B$13.9M$7.16B+$731.6M (+11.4%)

4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (93)

Institutions that held Ugi Corp at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to UGI in Q2 2025
InstitutionSharesValue% of portfolio
Marshall Wace, LLP342,365$12.5M0.01%
Trexquant Investment LP272,534$9.93M0.11%
Stansberry Asset Management, LLC195,265$7.11M0.78%
AXA S.A.195,179$7.11M0.02%
Covalis Capital LLP167,260$6.09M0.77%
Schroder Investment Management Group149,111$5.43M0.00%
Vennlight Capital Management, LP144,845$5.28M5.79%
CSM Advisors, LLC129,075$4.70M0.14%
Martingale Asset Management L P92,820$3.38M0.08%
Balyasny Asset Management LLC92,678$3.38M0.01%
Jane Street Group, LLC82,866$3.02M0.00%
U.S. Capital Wealth Advisors, LLC72,995$2.66M0.08%
Aventail Capital Group, LP66,844$2.43M0.11%
Algert Global LLC57,790$2.10M0.04%
HRT Financial LP54,268$1.98M0.01%
Nkcfo LLC50,250$1.83M0.76%
Baker Avenue Asset Management, LP43,713$1.59M0.05%
Concentric Capital Strategies, LP38,519$1.40M0.08%
Jackson Creek Investment Advisors LLC36,560$1.33M0.36%
Glenmede Investment Management, LP33,774$1.23M0.01%
CWM Advisors, LLC32,406$1.18M0.13%
CastleKnight Management LP31,600$1.15M0.08%
Nordwand Advisors, LLC30,600$1.11M0.18%
Tudor Investment Corp Et Al28,599$1.04M0.01%
Wexford Capital LP26,963$982.0K0.27%
ISAM Funds (UK) Ltd25,923$944.1K0.21%
Aristeia Capital LLC22,720$827.5K0.02%
Versor Investments LP22,062$803.5K0.14%
Sherbrooke Park Advisers LLC20,825$758.4K0.33%
111 Capital20,591$749.9K0.13%
K.J. Harrison & Partners Inc20,000$728.4K0.12%
Moran Wealth Management, LLC16,517$601.5K0.02%
Tevis Investment Management15,520$571.1K0.37%
Graham Capital Management, L.P.14,395$524.3K0.02%
Aviva PLC14,143$515.1K0.00%
Toroso Investments, LLC14,090$513.2K0.00%
Hartree Partners, LP14,000$509.9K0.14%
Horizon Investments, LLC13,880$505.5K0.01%
Integrity Alliance, LLC.12,694$462.3K0.03%
Prospera Financial Services Inc12,166$443.5K0.01%
Wetherby Asset Management Inc11,800$429.8K0.02%
Summit Trail Advisors, LLC11,253$415.1K0.01%
Rydar Equities, Inc.11,284$411.0K0.32%
denkapparat Operations GmbH11,204$408.1K0.33%
Live Oak Investment Partners10,554$384.4K0.30%
Brevan Howard Capital Management LP10,433$380.0K0.00%
Neo Ivy Capital Management10,190$371.1K0.12%
Sherman Porfolios, LLC10,116$368.4K0.15%
Vista Investment Partners LLC9,948$362.3K0.10%
Avantax Planning Partners, Inc.9,213$335.6K0.01%
Aster Capital Management (DIFC) Ltd9,134$332.7K0.08%
Mma Asset Management LLC8,347$304.0K0.12%
RHS Financial, LLC8,204$298.8K0.17%
Centaurus Financial, Inc.8,005$292.0K0.02%
PAX Financial Group, LLC7,611$277.2K0.05%
Bridgefront Capital, LLC6,670$242.9K0.06%
Great Valley Advisor Group, Inc.6,295$229.3K0.01%
Teza Capital Management LLC5,984$217.9K0.16%
Graypoint LLC5,882$214.2K0.01%
Trust Investment Advisors5,768$210.1K0.13%
Pinkerton Retirement Specialists, LLC5,723$208.4K0.02%
Atomi Financial Group, Inc.5,683$207.0K0.01%
Arete Wealth Advisors, LLC5,552$203.0K0.01%
Swiss Life Asset Management Ltd5,544$201.9K0.00%
Capstone Wealth Management Group, LLC5,500$200.3K0.19%
Global Retirement Partners, LLC4,590$167.2K0.00%
St Germain D J Co Inc3,600$131.1K0.01%
Ameritas Advisory Services, LLC2,588$94.3K0.00%
Cullen/Frost Bankers, Inc.2,373$86.4K0.00%
Clear Street Markets LLC849$30.9K0.01%
Alerus Financial NA645$23.5K0.00%
FNY Investment Advisers, LLC600$21.0K0.01%
Trust Co of Toledo NA373$13.6K0.00%
Mount Yale Investment Advisors, LLC369$13.4K0.00%
Essential Partners LLC340$12.4K0.00%
TD Waterhouse Canada Inc.318$11.1K0.00%
Atwood & Palmer Inc270$9.83K0.00%
Twin Peaks Wealth Advisors, LLC195$6.87K0.00%
New England Capital Financial Advisors LLC185$6.74K0.00%
Safe Harbor Fiduciary, LLC185$6.74K0.01%
Mid-American Wealth Advisory Group, Inc.111$4.04K0.00%
Fortitude Family Office, LLC55$2.00K0.00%
Kilter Group LLC48$1.75K0.00%
Team Financial Group, LLC42$1.52K0.00%
Plante Moran Financial Advisors, LLC35$1.27K0.00%
Cromwell Holdings LLC29$1.06K0.00%
First Horizon Advisors, Inc.16$5830.00%
Raleigh Capital Management Inc.11$4010.00%
Quaker Wealth Management, LLC10$3650.00%
Principia Wealth Advisory, LLC9$3280.00%
IMA Wealth, Inc.6$2210.00%
LGT Financial Advisors LLC6$2190.00%
Stephens Consulting, LLC1$370.00%

Sold out (60)

Institutions that held Ugi Corp at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of UGI in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Corvex Management LP1,960,815$64.8M
Jump Financial, LLC280,744$9.28M
Corebridge Financial, Inc.237,271$7.85M
Longfellow Investment Management Co LLC196,533$6.50M
Alaska Permanent Fund Corp113,367$3.72M
D. E. Shaw & Co., Inc.93,476$3.09M
Cutter & CO Brokerage, Inc.82,466$2.73M
Infrastructure Capital Advisors, LLC50,290$1.66M
Alberta Investment Management Corp49,600$1.64M
Advisors Preferred, LLC47,770$1.60M
Caisse de Depot Et Placement du Quebec44,000$1.46M
Fox Run Management, L.L.C.41,594$1.38M
Aquatic Capital Management LLC37,972$1.26M
Occudo Quantitative Strategies LP33,934$1.12M
Advisor Resource Council35,192$1.05M
Empowered Funds, LLC30,925$1.02M
Quadrature Capital Ltd29,648$980.5K
Worldquant Millennium Advisors LLC29,259$967.6K
Greenland Capital Management LP26,110$863.5K
Man Group plc23,620$781.1K
Code Waechter LLC23,139$765.0K
XTX Topco Ltd22,628$748.3K
Walleye Trading LLC22,309$737.8K
Maridea Wealth Management LLC17,468$577.7K
Stratos Wealth Partners, LTD.15,244$504.1K
Penn Mutual Asset Management, LLC14,500$479.5K
V-Square Quantitative Management LLC13,844$457.8K
Two Sigma Securities, LLC13,833$457.5K
United Services Automobile Association13,710$450.5K
Wolverine Trading, LLC11,029$362.4K
Capula Management Ltd9,486$313.7K
Prelude Capital Management, LLC8,809$291.3K
Wealthedge Investment Advisors, LLC8,576$283.6K
Metis Global Partners, LLC8,145$269.4K
Blueshift Asset Management, LLC7,955$263.1K
Gsa Capital Partners LLP7,538$249.0K
Greenleaf Trust6,664$220.4K
Diversify Advisory Services, LLC6,609$216.4K
Oxford Asset Management LLP6,054$200.2K
Quent Capital, LLC4,995$165.2K
Coldstream Capital Management Inc4,849$160.4K
Walleye Capital LLC3,955$130.8K
Headlands Technologies LLC2,555$84.5K
Stonebridge Financial Group, LLC2,078$68.7K
Anderson Financial Strategies, LLC1,466$48.5K
Hexagon Capital Partners LLC841$27.8K
Valley National Advisers Inc766$25.0K
Arlington Trust Co LLC609$20.1K
Amundi378$12.2K
Continuum Advisory, LLC268$8.86K
TCTC Holdings, LLC230$7.61K
Blume Capital Management, Inc.223$7.38K
Johnson Financial Group, Inc.215$7.19K
Glass Jacobson Investment Advisors llc214$6.04K
Guardian Wealth Management, Inc.150$4.99K
Kessler Investment Group, LLC91$3.01K
Mather Group, LLC.21$694
MPWM Advisory Solutions, LLC19$628
Bullock Wealth Management Group16$523
Caitong International Asset Management Co., Ltd6$198

Not filed for Q2 2025 yet (4)

Institutions that held Ugi Corp at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Foundry Partners, LLC268,210$8.87M
Keeley-Teton Advisors, LLC108,031$3.57M
Glenmede Trust Co NA39,696$1.31M
Lindbrook Capital, LLC3,001$99.2K