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, Q3 2025
Institutional positions in Ugi Corp as of Sep 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
- 569
- −14 vs. Q2 2025
- Shares held
- 196.1M
- +2.96M (+1.5%) vs. Q2 2025
- Total value
- $6.53B
- −$511.3M (−7.3%) vs. Q2 2025
- New holders
- 65
- 207 more added
- Sold out
- 79
- 203 more reduced
11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 25,276,429 | $840.7M | 0.01% | +62,406+0.2% | Added |
| Vanguard Group Inc | 24,285,661 | $807.7M | 0.01% | −2,042,746−7.8% | Reduced |
| FMR LLC | 12,714,996 | $422.9M | 0.02% | +530,265+4.4% | Added |
| State Street Corp | 9,473,640 | $318.6M | 0.01% | −224,437−2.3% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 6,372,447 | $211.9M | 0.72% | −462,867−6.8% | Reduced |
| LSV Asset Management | 5,894,263 | $196.0M | 0.43% | +994,379+20.3% | Added |
| Snyder Capital Management L P | 5,354,117 | $178.1M | 3.37% | +546,159+11.4% | Added |
| Geode Capital Management, LLC | 4,475,044 | $148.9M | 0.01% | +236,906+5.6% | Added |
| Pictet Asset Management Holding SA | 3,719,945 | $123.7M | 0.12% | +57,301+1.6% | Added |
| Neuberger Berman Group LLC | 3,538,963 | $117.7M | 0.09% | +262,170+8.0% | Added |
| Northern Trust Corp | 3,502,882 | $116.5M | 0.01% | −91,463−2.5% | Reduced |
| Invesco Ltd. | 3,454,587 | $114.9M | 0.02% | +2,192,146+173.6% | Added |
| Captrust Financial Advisors | 2,863,933 | $95.3M | 0.19% | +287,764+11.2% | Added |
| Morgan Stanley | 2,860,349 | $95.1M | 0.01% | −50,625−1.7% | Reduced |
| Dimensional Fund Advisors LP | 2,829,437 | $94.1M | 0.02% | +25,483+0.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,591,626 | $86.2M | 0.19% | +121,327+4.9% | Added |
| Bank of New York Mellon Corp | 2,556,450 | $85.0M | 0.02% | −8,098−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 2,475,329 | $82.3M | 0.01% | −10,877−0.4% | Reduced |
| Federated Hermes, Inc. | 2,436,191 | $81.0M | 0.14% | −696,556−22.2% | Reduced |
| First Trust Advisors LP | 2,387,189 | $79.4M | 0.06% | −188,082−7.3% | Reduced |
| Ameriprise Financial Inc | 2,286,699 | $76.1M | 0.02% | −185,429−7.5% | Reduced |
| JPMorgan Chase & Co | 1,791,182 | $59.6M | 0.00% | +171,014+10.6% | Added |
| Jupiter Asset Management Ltd | 1,709,384 | $56.9M | 0.49% | −167,447−8.9% | Reduced |
| Massachusetts Financial Services Co | 1,548,294 | $51.5M | 0.02% | +73,769+5.0% | Added |
| Energy Income Partners, LLC | 1,540,273 | $51.2M | 0.99% | −10,131−0.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 1,459,131 | $48.5M | 0.25% | −426,832−22.6% | Reduced |
| UBS Group AG | 1,451,440 | $48.3M | 0.01% | +623,582+75.3% | Added |
| Victory Capital Management Inc | 1,317,145 | $43.8M | 0.03% | +82,837+6.7% | Added |
| HG Vora Capital Management, LLC | 1,200,000 | $39.9M | 5.41% | +600,000+100.0% | Added |
| Diamond Hill Capital Management Inc | 1,148,384 | $38.2M | 0.18% | +62,774+5.8% | Added |
| Point72 Asset Management, L.P. | 1,125,973 | $37.4M | 0.08% | −462,470−29.1% | Reduced |
| Bragg Financial Advisors, Inc | 1,108,501 | $36.9M | 1.22% | +211,632+23.6% | Added |
| Royal Bank of Canada | 1,097,821 | $36.5M | 0.01% | +201,672+22.5% | Added |
| Thrivent Financial for Lutherans | 1,094,577 | $36.4M | 0.07% | −19,248−1.7% | Reduced |
| Bank of America Corp | 1,088,641 | $36.2M | 0.00% | +58,466+5.7% | Added |
| Millennium Management LLC | 1,001,311 | $33.3M | 0.03% | +620,920+163.2% | Added |
| ProShare Advisors LLC | 975,349 | $32.4M | 0.07% | −32,660−3.2% | Reduced |
| Goldman Sachs Group Inc | 971,297 | $32.3M | 0.00% | −109,343−10.1% | Reduced |
| Loomis Sayles & Co L P | 932,056 | $31.0M | 0.04% | +49,262+5.6% | Added |
| AQR Capital Management LLC | 907,928 | $30.1M | 0.02% | −613,391−40.3% | Reduced |
| Russell Investments Group, Ltd. | 756,163 | $25.1M | 0.03% | −94,555−11.1% | Reduced |
| Mackenzie Financial Corp | 722,897 | $24.0M | 0.03% | +671,207+1,298.5% | Added |
| Private Management Group Inc | 721,868 | $24.0M | 0.71% | +721,868 | New |
| Sourcerock Group LLC | 716,065 | $23.8M | 1.62% | +151,458+26.8% | Added |
| Squarepoint Ops LLC | 715,692 | $23.8M | 0.05% | +485,852+211.4% | Added |
| UBS Asset Management Americas Inc | 703,164 | $23.4M | 0.01% | −353,512−33.5% | Reduced |
| Gabelli Funds LLC | 642,100 | $21.4M | 0.14% | +14,660+2.3% | Added |
| Manufacturers Life Insurance Company, The | 627,427 | $20.9M | 0.02% | +98,974+18.7% | Added |
| Cubist Systematic Strategies, LLC | 612,274 | $20.4M | 0.29% | +403,228+192.9% | Added |
| Allianz Asset Management GmbH | 609,046 | $20.3M | 0.02% | −1,854−0.3% | Reduced |
| Retirement Systems of Alabama | 608,116 | $20.2M | 0.07% | +111,622+22.5% | Added |
| Callodine Capital Management, LP | 596,607 | $19.8M | 1.74% | +108,500+22.2% | Added |
| Burney Co | 589,951 | $19.6M | 0.62% | −32,373−5.2% | Reduced |
| Artisan Partners Limited Partnership | 573,746 | $19.1M | 0.03% | +573,746 | New |
| Rhumbline Advisers | 571,163 | $19.0M | 0.02% | −10,850−1.9% | Reduced |
| Nuveen, LLC | 566,845 | $18.9M | 0.00% | −6,061−1.1% | Reduced |
| Cresset Asset Management, LLC | 543,908 | $18.3M | 0.08% | +10,494+2.0% | Added |
| Legal & General Group Plc | 534,591 | $17.8M | 0.00% | −37,153−6.5% | Reduced |
| Ancora Advisors, LLC | 519,962 | $17.3M | 0.35% | −2,420−0.5% | Reduced |
| Citigroup Inc | 502,792 | $16.7M | 0.01% | +195,327+63.5% | Added |
| Winton Group Ltd | 480,201 | $16.0M | 0.60% | −20,743−4.1% | Reduced |
| Principal Financial Group Inc | 477,379 | $15.9M | 0.01% | −8,873−1.8% | Reduced |
| Balyasny Asset Management LLC | 471,320 | $15.7M | 0.03% | +378,642+408.6% | Added |
| Wedge Capital Management L L P | 455,717 | $15.2M | 0.26% | +10,586+2.4% | Added |
| California Public Employees Retirement System | 448,577 | $14.9M | 0.01% | −2,286−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 433,878 | $14.4M | 0.69% | +2,241+0.5% | Added |
| SEI Investments Co | 429,935 | $14.3M | 0.02% | +178,913+71.3% | Added |
| Wellington Management Group LLP | 422,969 | $14.1M | 0.00% | −16,079−3.7% | Reduced |
| Swiss National Bank | 415,800 | $13.8M | 0.01% | +5,400+1.3% | Added |
| LPL Financial LLC | 403,059 | $13.4M | 0.00% | +16,420+4.2% | Added |
| Renaissance Technologies LLC | 386,583 | $12.9M | 0.02% | −160,100−29.3% | Reduced |
| Hennessy Advisors Inc | 378,452 | $12.6M | 0.43% | −1,891,500−83.3% | Reduced |
| BNP Paribas Arbitrage, SA | 371,107 | $12.3M | 0.01% | −279,308−42.9% | Reduced |
| Alliancebernstein L.P. | 366,741 | $12.2M | 0.00% | −123,095−25.1% | Reduced |
| Kennedy Capital Management, Inc. | 358,175 | $11.9M | 0.26% | +104,874+41.4% | Added |
| Qube Research & Technologies Ltd | 350,646 | $11.7M | 0.02% | +350,646 | New |
| Jane Street Group, LLC | 347,525 | $11.6M | 0.01% | +264,659+319.4% | Added |
| Panagora Asset Management Inc | 329,068 | $10.9M | 0.04% | +306,772+1,375.9% | Added |
| Barclays PLC | 326,682 | $10.9M | 0.00% | +157,318+92.9% | Added |
| Pinebridge Investments, L.P. | 324,368 | $10.8M | 0.08% | +260,074+404.5% | Added |
| Raymond James Financial Inc | 311,171 | $10.3M | 0.00% | −11,797−3.7% | Reduced |
| Heartland Advisors Inc | 300,000 | $9.98M | 0.53% | −50,000−14.3% | Reduced |
| Price T Rowe Associates Inc | 299,944 | $9.98M | 0.00% | +74,381+33.0% | Added |
| Hudson Bay Capital Management LP | 298,997 | $9.94M | 0.06% | −62,173−17.2% | Reduced |
| Covalis Capital LLP | 298,859 | $9.94M | 1.16% | +131,599+78.7% | Added |
| Allspring Global Investments Holdings, LLC | 287,213 | $9.62M | 0.02% | +38,579+15.5% | Added |
| Wells Fargo & Company | 288,741 | $9.60M | 0.00% | +23,400+8.8% | Added |
| RPG Investment Advisory, LLC | 286,937 | $9.54M | 1.13% | −2,432−0.8% | Reduced |
| Sanctuary Advisors, LLC | 280,740 | $9.34M | 0.05% | −10,193−3.5% | Reduced |
| SIR Capital Management, L.P. | 278,717 | $9.27M | 0.83% | −313,953−53.0% | Reduced |
| Roffman Miller Associates Inc | 275,546 | $9.16M | 0.51% | +28,809+11.7% | Added |
| Amundi | 281,613 | $9.12M | 0.00% | +281,613 | New |
| Advisors Asset Management, Inc. | 268,712 | $8.94M | 0.15% | −77,008−22.3% | Reduced |
| Aventail Capital Group, LP | 263,456 | $8.76M | 0.42% | +196,612+294.1% | Added |
| Miller Value Partners, LLC | 262,000 | $8.71M | 3.20% | −30,000−10.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 253,505 | $8.43M | 0.47% | +10,409+4.3% | Added |
| Commonwealth Equity Services, LLC | 250,783 | $8.34M | 0.01% | −14,524−5.5% | Reduced |
| New York State Teachers Retirement System | 249,752 | $8.31M | 0.02% | −1,092−0.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 246,725 | $8.21M | 0.01% | −113,899−31.6% | Reduced |
| Man Group plc | 240,740 | $8.01M | 0.02% | +240,740 | New |