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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 48,195 | $1.76M | 0.01% | +24,373+102.3% | Added |
| Harvest Fund Management Co., Ltd | 53,896 | $1.75M | 0.08% | −3,757−6.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 48,030 | $1.75M | 0.04% | +36,855+329.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 47,879 | $1.74M | 0.03% | +117+0.2% | Added |
| Chase Investment Counsel Corp | 47,398 | $1.73M | 0.55% | −3,195−6.3% | Reduced |
| Entropy Technologies, LP | 47,202 | $1.72M | 0.14% | −30,119−39.0% | Reduced |
| First National Trust Co | 46,471 | $1.69M | 0.06% | 00.0% | Unchanged |
| Deutsche Bank AG | 46,117 | $1.68M | 0.00% | +2,789+6.4% | Added |
| D.A. Davidson & Co. | 45,581 | $1.66M | 0.01% | +30+0.1% | Added |
| Canada Pension Plan Investment Board | 45,384 | $1.65M | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 44,988 | $1.63M | 0.03% | +1,492+3.4% | Added |
| Point72 Hong Kong Ltd | 43,970 | $1.60M | 0.11% | +42,786+3,613.7% | Added |
| Baker Avenue Asset Management, LP | 43,713 | $1.59M | 0.05% | +43,713 | New |
| Oregon Public Employees Retirement Fund | 43,626 | $1.59M | 0.03% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 43,094 | $1.57M | 0.03% | +2,619+6.5% | Added |
| New Mexico Educational Retirement Board | 42,800 | $1.56M | 0.05% | 00.0% | Unchanged |
| Sciencast Management LP | 42,445 | $1.55M | 0.32% | −17,806−29.6% | Reduced |
| SummitTX Capital, L.P. | 42,315 | $1.54M | 0.07% | +28,650+209.7% | Added |
| Mariner, LLC | 42,080 | $1.53M | 0.00% | −3,325−7.3% | Reduced |
| Ameritas Investment Partners, Inc. | 41,636 | $1.52M | 0.05% | −630−1.5% | Reduced |
| Simplex Trading, LLC | 41,114 | $1.50M | 0.04% | −4,928−10.7% | Reduced |
| Bayforest Capital Ltd | 40,413 | $1.47M | 0.64% | +23,151+134.1% | Added |
| Concentric Capital Strategies, LP | 38,519 | $1.40M | 0.08% | +38,519 | New |
| Teacher Retirement System of Texas | 38,177 | $1.39M | 0.01% | +6,789+21.6% | Added |
| Jackson Creek Investment Advisors LLC | 36,560 | $1.33M | 0.36% | +36,560 | New |
| Argyle Capital Management Inc. | 36,474 | $1.33M | 0.48% | +550+1.5% | Added |
| Bridgewater Associates, LP | 36,252 | $1.32M | 0.01% | −98,044−73.0% | Reduced |
| Wright Investors Service Inc | 36,124 | $1.32M | 0.40% | −845−2.3% | Reduced |
| Huntleigh Advisors, Inc. | 36,011 | $1.31M | 0.25% | +1,394+4.0% | Added |
| Ilex Capital Partners (UK) LLP | 35,716 | $1.30M | 0.04% | −36,166−50.3% | Reduced |
| Mork Capital Management, LLC | 35,700 | $1.30M | 0.95% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 35,205 | $1.28M | 0.00% | +2,289+7.0% | Added |
| Kendall Capital Management | 34,490 | $1.26M | 0.33% | +10,685+44.9% | Added |
| Zacks Investment Management | 34,281 | $1.25M | 0.01% | +4,243+14.1% | Added |
| Glenmede Investment Management, LP | 33,774 | $1.23M | 0.01% | +33,774 | New |
| Advisor Group Holdings, Inc. | 33,593 | $1.22M | 0.00% | +6,199+22.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,998 | $1.20M | 0.00% | +758+2.3% | Added |
| Abundance Wealth Counselors | 32,584 | $1.19M | 0.22% | −45−0.1% | Reduced |
| CWM Advisors, LLC | 32,406 | $1.18M | 0.13% | +32,406 | New |
| BCM Advisors, LLC | 32,225 | $1.15M | 0.25% | 00.0% | Unchanged |
| CastleKnight Management LP | 31,600 | $1.15M | 0.08% | +31,600 | New |
| Bank of Montreal | 31,121 | $1.13M | 0.00% | −24,648−44.2% | Reduced |
| Nordwand Advisors, LLC | 30,600 | $1.11M | 0.18% | +30,600 | New |
| Applied Finance Capital Management, LLC | 30,424 | $1.11M | 0.08% | −5,935−16.3% | Reduced |
| Investors Research Corp | 29,575 | $1.08M | 0.21% | 00.0% | Unchanged |
| Cetera Investment Advisers | 29,478 | $1.07M | 0.00% | +3,399+13.0% | Added |
| Atria Investments LLC | 29,339 | $1.07M | 0.01% | −34,431−54.0% | Reduced |
| Intech Investment Management LLC | 29,177 | $1.06M | 0.01% | +1,467+5.3% | Added |
| NewEdge Wealth, LLC | 29,852 | $1.06M | 0.02% | +15,282+104.9% | Added |
| Oak Thistle LLC | 29,014 | $1.06M | 0.16% | +16,520+132.2% | Added |
| Xponance, Inc. | 28,846 | $1.05M | 0.01% | −2,588−8.2% | Reduced |
| First Citizens Bank & Trust Co | 28,789 | $1.05M | 0.02% | +21,086+273.7% | Added |
| Tudor Investment Corp Et Al | 28,599 | $1.04M | 0.01% | +28,599 | New |
| Baird Financial Group, Inc. | 28,359 | $1.03M | 0.00% | +3,825+15.6% | Added |
| Naples Global Advisors, LLC | 27,044 | $994.5K | 0.09% | +407+1.5% | Added |
| CSS LLC | 27,221 | $991.4K | 0.06% | +25,711+1,702.7% | Added |
| Wexford Capital LP | 26,963 | $982.0K | 0.27% | +26,963 | New |
| Clear Harbor Asset Management, LLC | 26,292 | $957.6K | 0.07% | −1,300−4.7% | Reduced |
| ISAM Funds (UK) Ltd | 25,923 | $944.1K | 0.21% | +25,923 | New |
| WBI Investments | 25,884 | $942.7K | 0.24% | −55,003−68.0% | Reduced |
| Gamco Investors, Inc. Et Al | 25,640 | $933.8K | 0.01% | +18,440+256.1% | Added |
| Wealthspire Advisors, LLC | 25,621 | $933.1K | 0.01% | +8,047+45.8% | Added |
| Measured Wealth Private Client Group, LLC | 25,141 | $915.6K | 0.27% | +5,101+25.5% | Added |
| Inspire Advisors, LLC | 25,137 | $915.5K | 0.09% | −71,211−73.9% | Reduced |
| Colony Group, LLC | 24,760 | $901.9K | 0.00% | +2,176+9.6% | Added |
| Natixis | 24,487 | $891.8K | 0.00% | +699+2.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 24,307 | $885.3K | 0.03% | −4,251−14.9% | Reduced |
| State of Alaska, Department of Revenue | 24,061 | $876.0K | 0.01% | −1,110−4.4% | Reduced |
| Convergence Investment Partners, LLC | 23,963 | $872.7K | 0.22% | +7,598+46.4% | Added |
| Atom Investors LP | 23,808 | $867.1K | 0.08% | −12,532−34.5% | Reduced |
| Sterling Capital Management LLC | 23,020 | $838.4K | 0.01% | −19,161−45.4% | Reduced |
| FIL Ltd | 22,994 | $837.4K | 0.00% | −1,261−5.2% | Reduced |
| Axq Capital, LP | 22,976 | $836.8K | 0.27% | −46,234−66.8% | Reduced |
| Public Employees Retirement Association of Colorado | 22,952 | $836.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 22,578 | $830.8K | 0.01% | +2,112+10.3% | Added |
| Aristeia Capital LLC | 22,720 | $827.5K | 0.02% | +22,720 | New |
| Panagora Asset Management Inc | 22,296 | $812.0K | 0.00% | +9,537+74.7% | Added |
| Versor Investments LP | 22,062 | $803.5K | 0.14% | +22,062 | New |
| Storebrand Asset Management AS | 21,600 | $786.7K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 21,010 | $765.0K | 0.05% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 20,987 | $764.4K | 0.03% | +4,429+26.7% | Added |
| MML Investors Services, LLC | 20,930 | $762.0K | 0.00% | +2,889+16.0% | Added |
| Sherbrooke Park Advisers LLC | 20,825 | $758.4K | 0.33% | +20,825 | New |
| Global Financial Private Client, LLC | 20,738 | $755.3K | 0.28% | +6,060+41.3% | Added |
| 111 Capital | 20,591 | $749.9K | 0.13% | +20,591 | New |
| NBC Securities, Inc. | 20,489 | $746.0K | 0.06% | −151−0.7% | Reduced |
| Kestra Advisory Services, LLC | 20,337 | $740.7K | 0.00% | +2,153+11.8% | Added |
| K.J. Harrison & Partners Inc | 20,000 | $728.4K | 0.12% | +20,000 | New |
| AIA Group Ltd | 19,775 | $720.2K | 0.02% | −902−4.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,668 | $716.0K | 0.10% | −15,082−43.4% | Reduced |
| Csenge Advisory Group | 19,812 | $714.4K | 0.04% | −5,492−21.7% | Reduced |
| Wealthcare Advisory Partners LLC | 19,568 | $712.7K | 0.02% | −297−1.5% | Reduced |
| Wolverine Asset Management LLC | 18,964 | $690.7K | 0.01% | +181+1.0% | Added |
| Nilsine Partners, LLC | 18,938 | $689.7K | 0.07% | +931+5.2% | Added |
| Private Advisor Group, LLC | 18,123 | $660.0K | 0.00% | +8,792+94.2% | Added |
| Quadrant Capital Group LLC | 18,078 | $658.4K | 0.02% | +4,345+31.6% | Added |
| Commerce Bank | 18,023 | $656.4K | 0.00% | −1,195−6.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,931 | $653.5K | 0.01% | +4,259+31.2% | Added |
| IFG Advisory, LLC | 17,598 | $640.9K | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 17,317 | $630.7K | 0.00% | −194,988−91.8% | Reduced |