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 |
|---|---|---|---|---|---|
| Nilsine Partners, LLC | 18,938 | $689.7K | 0.07% | +931+5.2% | Added |
| Wolverine Asset Management LLC | 18,964 | $690.7K | 0.01% | +181+1.0% | Added |
| Wealthcare Advisory Partners LLC | 19,568 | $712.7K | 0.02% | −297−1.5% | Reduced |
| Csenge Advisory Group | 19,812 | $714.4K | 0.04% | −5,492−21.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,668 | $716.0K | 0.10% | −15,082−43.4% | Reduced |
| AIA Group Ltd | 19,775 | $720.2K | 0.02% | −902−4.4% | Reduced |
| K.J. Harrison & Partners Inc | 20,000 | $728.4K | 0.12% | +20,000 | New |
| Kestra Advisory Services, LLC | 20,337 | $740.7K | 0.00% | +2,153+11.8% | Added |
| NBC Securities, Inc. | 20,489 | $746.0K | 0.06% | −151−0.7% | Reduced |
| 111 Capital | 20,591 | $749.9K | 0.13% | +20,591 | New |
| Global Financial Private Client, LLC | 20,738 | $755.3K | 0.28% | +6,060+41.3% | Added |
| Sherbrooke Park Advisers LLC | 20,825 | $758.4K | 0.33% | +20,825 | New |
| MML Investors Services, LLC | 20,930 | $762.0K | 0.00% | +2,889+16.0% | Added |
| CWA Asset Management Group, LLC | 20,987 | $764.4K | 0.03% | +4,429+26.7% | Added |
| Everence Capital Management Inc | 21,010 | $765.0K | 0.05% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 21,600 | $786.7K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 22,062 | $803.5K | 0.14% | +22,062 | New |
| Panagora Asset Management Inc | 22,296 | $812.0K | 0.00% | +9,537+74.7% | Added |
| Aristeia Capital LLC | 22,720 | $827.5K | 0.02% | +22,720 | New |
| RSM US Wealth Management LLC | 22,578 | $830.8K | 0.01% | +2,112+10.3% | Added |
| Public Employees Retirement Association of Colorado | 22,952 | $836.0K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 22,976 | $836.8K | 0.27% | −46,234−66.8% | Reduced |
| FIL Ltd | 22,994 | $837.4K | 0.00% | −1,261−5.2% | Reduced |
| Sterling Capital Management LLC | 23,020 | $838.4K | 0.01% | −19,161−45.4% | Reduced |
| Atom Investors LP | 23,808 | $867.1K | 0.08% | −12,532−34.5% | Reduced |
| Convergence Investment Partners, LLC | 23,963 | $872.7K | 0.22% | +7,598+46.4% | Added |
| State of Alaska, Department of Revenue | 24,061 | $876.0K | 0.01% | −1,110−4.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 24,307 | $885.3K | 0.03% | −4,251−14.9% | Reduced |
| Natixis | 24,487 | $891.8K | 0.00% | +699+2.9% | Added |
| Colony Group, LLC | 24,760 | $901.9K | 0.00% | +2,176+9.6% | Added |
| Inspire Advisors, LLC | 25,137 | $915.5K | 0.09% | −71,211−73.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 25,141 | $915.6K | 0.27% | +5,101+25.5% | Added |
| Wealthspire Advisors, LLC | 25,621 | $933.1K | 0.01% | +8,047+45.8% | Added |
| Gamco Investors, Inc. Et Al | 25,640 | $933.8K | 0.01% | +18,440+256.1% | Added |
| WBI Investments | 25,884 | $942.7K | 0.24% | −55,003−68.0% | Reduced |
| ISAM Funds (UK) Ltd | 25,923 | $944.1K | 0.21% | +25,923 | New |
| Clear Harbor Asset Management, LLC | 26,292 | $957.6K | 0.07% | −1,300−4.7% | Reduced |
| Wexford Capital LP | 26,963 | $982.0K | 0.27% | +26,963 | New |
| CSS LLC | 27,221 | $991.4K | 0.06% | +25,711+1,702.7% | Added |
| Naples Global Advisors, LLC | 27,044 | $994.5K | 0.09% | +407+1.5% | Added |
| Baird Financial Group, Inc. | 28,359 | $1.03M | 0.00% | +3,825+15.6% | Added |
| Tudor Investment Corp Et Al | 28,599 | $1.04M | 0.01% | +28,599 | New |
| First Citizens Bank & Trust Co | 28,789 | $1.05M | 0.02% | +21,086+273.7% | Added |
| Xponance, Inc. | 28,846 | $1.05M | 0.01% | −2,588−8.2% | Reduced |
| Oak Thistle LLC | 29,014 | $1.06M | 0.16% | +16,520+132.2% | Added |
| NewEdge Wealth, LLC | 29,852 | $1.06M | 0.02% | +15,282+104.9% | Added |
| Intech Investment Management LLC | 29,177 | $1.06M | 0.01% | +1,467+5.3% | Added |
| Atria Investments LLC | 29,339 | $1.07M | 0.01% | −34,431−54.0% | Reduced |
| Cetera Investment Advisers | 29,478 | $1.07M | 0.00% | +3,399+13.0% | Added |
| Investors Research Corp | 29,575 | $1.08M | 0.21% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 30,424 | $1.11M | 0.08% | −5,935−16.3% | Reduced |
| Nordwand Advisors, LLC | 30,600 | $1.11M | 0.18% | +30,600 | New |
| Bank of Montreal | 31,121 | $1.13M | 0.00% | −24,648−44.2% | Reduced |
| CastleKnight Management LP | 31,600 | $1.15M | 0.08% | +31,600 | New |
| BCM Advisors, LLC | 32,225 | $1.15M | 0.25% | 00.0% | Unchanged |
| CWM Advisors, LLC | 32,406 | $1.18M | 0.13% | +32,406 | New |
| Abundance Wealth Counselors | 32,584 | $1.19M | 0.22% | −45−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 33,998 | $1.20M | 0.00% | +758+2.3% | Added |
| Advisor Group Holdings, Inc. | 33,593 | $1.22M | 0.00% | +6,199+22.6% | Added |
| Glenmede Investment Management, LP | 33,774 | $1.23M | 0.01% | +33,774 | New |
| Zacks Investment Management | 34,281 | $1.25M | 0.01% | +4,243+14.1% | Added |
| Kendall Capital Management | 34,490 | $1.26M | 0.33% | +10,685+44.9% | Added |
| Mercer Global Advisors Inc | 35,205 | $1.28M | 0.00% | +2,289+7.0% | Added |
| Mork Capital Management, LLC | 35,700 | $1.30M | 0.95% | 00.0% | Unchanged |
| Ilex Capital Partners (UK) LLP | 35,716 | $1.30M | 0.04% | −36,166−50.3% | Reduced |
| Huntleigh Advisors, Inc. | 36,011 | $1.31M | 0.25% | +1,394+4.0% | Added |
| Wright Investors Service Inc | 36,124 | $1.32M | 0.40% | −845−2.3% | Reduced |
| Bridgewater Associates, LP | 36,252 | $1.32M | 0.01% | −98,044−73.0% | Reduced |
| Argyle Capital Management Inc. | 36,474 | $1.33M | 0.48% | +550+1.5% | Added |
| Jackson Creek Investment Advisors LLC | 36,560 | $1.33M | 0.36% | +36,560 | New |
| Teacher Retirement System of Texas | 38,177 | $1.39M | 0.01% | +6,789+21.6% | Added |
| Concentric Capital Strategies, LP | 38,519 | $1.40M | 0.08% | +38,519 | New |
| Bayforest Capital Ltd | 40,413 | $1.47M | 0.64% | +23,151+134.1% | Added |
| Simplex Trading, LLC | 41,114 | $1.50M | 0.04% | −4,928−10.7% | Reduced |
| Ameritas Investment Partners, Inc. | 41,636 | $1.52M | 0.05% | −630−1.5% | Reduced |
| Mariner, LLC | 42,080 | $1.53M | 0.00% | −3,325−7.3% | Reduced |
| SummitTX Capital, L.P. | 42,315 | $1.54M | 0.07% | +28,650+209.7% | Added |
| Sciencast Management LP | 42,445 | $1.55M | 0.32% | −17,806−29.6% | Reduced |
| New Mexico Educational Retirement Board | 42,800 | $1.56M | 0.05% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 43,094 | $1.57M | 0.03% | +2,619+6.5% | Added |
| Oregon Public Employees Retirement Fund | 43,626 | $1.59M | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 43,713 | $1.59M | 0.05% | +43,713 | New |
| Point72 Hong Kong Ltd | 43,970 | $1.60M | 0.11% | +42,786+3,613.7% | Added |
| Advisory Services Network, LLC | 44,988 | $1.63M | 0.03% | +1,492+3.4% | Added |
| Canada Pension Plan Investment Board | 45,384 | $1.65M | 0.00% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 45,581 | $1.66M | 0.01% | +30+0.1% | Added |
| Deutsche Bank AG | 46,117 | $1.68M | 0.00% | +2,789+6.4% | Added |
| First National Trust Co | 46,471 | $1.69M | 0.06% | 00.0% | Unchanged |
| Entropy Technologies, LP | 47,202 | $1.72M | 0.14% | −30,119−39.0% | Reduced |
| Chase Investment Counsel Corp | 47,398 | $1.73M | 0.55% | −3,195−6.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 47,879 | $1.74M | 0.03% | +117+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 48,030 | $1.75M | 0.04% | +36,855+329.8% | Added |
| Harvest Fund Management Co., Ltd | 53,896 | $1.75M | 0.08% | −3,757−6.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 48,195 | $1.76M | 0.01% | +24,373+102.3% | Added |
| Jacobi Capital Management LLC | 48,356 | $1.76M | 0.12% | +778+1.6% | Added |
| Aigen Investment Management, LP | 49,421 | $1.80M | 0.25% | −30,589−38.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 49,812 | $1.81M | 0.01% | +5,852+13.3% | Added |
| Nkcfo LLC | 50,250 | $1.83M | 0.76% | +50,250 | New |
| Quest Partners LLC | 50,829 | $1.85M | 0.18% | +7,282+16.7% | Added |
| State of Michigan Retirement System | 51,558 | $1.88M | 0.01% | +100+0.2% | Added |