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 |
|---|---|---|---|---|---|
| Axq Capital, LP | 23,091 | $768.0K | 0.29% | +115+0.5% | Added |
| Exchange Traded Concepts, LLC | 23,353 | $776.7K | 0.01% | −137,822−85.5% | Reduced |
| State of Alaska, Department of Revenue | 23,491 | $781.0K | 0.01% | −570−2.4% | Reduced |
| Clear Harbor Asset Management, LLC | 23,532 | $782.7K | 0.06% | −2,760−10.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 23,944 | $796.4K | 0.21% | −1,197−4.8% | Reduced |
| Summit Trail Advisors, LLC | 24,037 | $805.2K | 0.01% | +12,784+113.6% | Added |
| Natixis | 24,364 | $810.3K | 0.00% | −123−0.5% | Reduced |
| Wealthspire Advisors, LLC | 24,932 | $829.2K | 0.00% | −689−2.7% | Reduced |
| Gamco Investors, Inc. Et Al | 25,239 | $839.4K | 0.01% | −401−1.6% | Reduced |
| Merit Financial Group, LLC | 26,302 | $874.8K | 0.01% | +13,865+111.5% | Added |
| Naples Global Advisors, LLC | 27,251 | $916.1K | 0.07% | +207+0.8% | Added |
| Xponance, Inc. | 27,819 | $925.3K | 0.01% | −1,027−3.6% | Reduced |
| Hartree Partners, LP | 28,000 | $931.3K | 0.32% | +14,000+100.0% | Added |
| Baird Financial Group, Inc. | 28,221 | $938.6K | 0.00% | −138−0.5% | Reduced |
| Bank of Montreal | 28,359 | $943.2K | 0.00% | −2,762−8.9% | Reduced |
| HSBC Holdings PLC | 28,457 | $946.0K | 0.00% | −83,510−74.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 29,252 | $972.9K | 0.02% | −18,778−39.1% | Reduced |
| Investors Research Corp | 29,575 | $983.7K | 0.18% | 00.0% | Unchanged |
| Intech Investment Management LLC | 29,580 | $983.8K | 0.01% | +403+1.4% | Added |
| First Citizens Bank & Trust Co | 29,617 | $985.1K | 0.02% | +828+2.9% | Added |
| Chase Investment Counsel Corp | 30,239 | $1.00M | 0.30% | −17,159−36.2% | Reduced |
| Applied Finance Capital Management, LLC | 30,274 | $1.01M | 0.07% | −150−0.5% | Reduced |
| AIA Group Ltd | 30,579 | $1.02M | 0.02% | +10,804+54.6% | Added |
| Nordwand Advisors, LLC | 30,600 | $1.02M | 0.16% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 30,635 | $1.02M | 0.00% | −17,560−36.4% | Reduced |
| Consolidated Planning Corp | 30,898 | $1.03M | 0.11% | +30,898 | New |
| Teacher Retirement System of Texas | 31,330 | $1.04M | 0.00% | −6,847−17.9% | Reduced |
| RSM US Wealth Management LLC | 31,044 | $1.05M | 0.01% | +8,466+37.5% | Added |
| CastleKnight Management LP | 31,600 | $1.05M | 0.06% | 00.0% | Unchanged |
| BCM Advisors, LLC | 32,225 | $1.08M | 0.22% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 33,235 | $1.11M | 0.00% | −1,970−5.6% | Reduced |
| Convergence Investment Partners, LLC | 33,423 | $1.11M | 0.25% | +9,460+39.5% | Added |
| Abundance Wealth Counselors | 33,744 | $1.12M | 0.19% | +1,160+3.6% | Added |
| Glenmede Investment Management, LP | 33,904 | $1.13M | 0.01% | +130+0.4% | Added |
| Voloridge Investment Management, LLC | 35,319 | $1.17M | 0.00% | −126,505−78.2% | Reduced |
| Zacks Investment Management | 35,600 | $1.18M | 0.01% | +1,319+3.8% | Added |
| Mork Capital Management, LLC | 35,700 | $1.19M | 0.82% | 00.0% | Unchanged |
| CSS LLC | 35,800 | $1.19M | 0.07% | +8,579+31.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 36,997 | $1.19M | 0.00% | +2,999+8.8% | Added |
| Quantbot Technologies LP | 36,243 | $1.21M | 0.03% | +29,851+467.0% | Added |
| Huntleigh Advisors, Inc. | 36,326 | $1.21M | 0.21% | +315+0.9% | Added |
| Jackson Creek Investment Advisors LLC | 36,560 | $1.22M | 0.35% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 36,874 | $1.23M | 0.42% | +400+1.1% | Added |
| Pacer Advisors, Inc. | 37,333 | $1.24M | 0.00% | +37,333 | New |
| Sciencast Management LP | 37,887 | $1.26M | 0.24% | −4,558−10.7% | Reduced |
| CI Private Wealth, LLC | 38,450 | $1.28M | 0.00% | −15,369−28.6% | Reduced |
| Kendall Capital Management | 38,920 | $1.29M | 0.29% | +4,430+12.8% | Added |
| Aigen Investment Management, LP | 39,471 | $1.31M | 0.20% | −9,950−20.1% | Reduced |
| Atria Investments LLC | 39,674 | $1.32M | 0.02% | +10,335+35.2% | Added |
| ARGA Investment Management, LP | 40,139 | $1.34M | 0.04% | −24,976−38.4% | Reduced |
| Ameritas Investment Partners, Inc. | 40,288 | $1.34M | 0.04% | −1,348−3.2% | Reduced |
| Great Lakes Advisors, LLC | 40,982 | $1.36M | 0.01% | +40,982 | New |
| Harvest Fund Management Co., Ltd | 45,886 | $1.40M | 0.06% | −8,010−14.9% | Reduced |
| Advisory Services Network, LLC | 42,251 | $1.41M | 0.02% | −2,737−6.1% | Reduced |
| New Mexico Educational Retirement Board | 42,800 | $1.42M | 0.04% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 43,326 | $1.44M | 0.02% | −300−0.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 44,293 | $1.47M | 0.01% | −5,519−11.1% | Reduced |
| Canada Pension Plan Investment Board | 45,384 | $1.51M | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 45,266 | $1.53M | 0.02% | +15,414+51.6% | Added |
| Dynamic Technology Lab Private Ltd | 45,988 | $1.53M | 0.26% | +26,320+133.8% | Added |
| Baker Avenue Asset Management, LP | 46,258 | $1.54M | 0.04% | +2,545+5.8% | Added |
| Vestcor Inc | 46,696 | $1.55M | 0.05% | −20,552−30.6% | Reduced |
| Loudon Investment Management, LLC | 46,935 | $1.56M | 0.82% | −6,170−11.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 47,906 | $1.59M | 0.02% | +27+0.1% | Added |
| Jacobi Capital Management LLC | 48,813 | $1.62M | 0.10% | +457+0.9% | Added |
| D.A. Davidson & Co. | 48,881 | $1.63M | 0.01% | +3,300+7.2% | Added |
| Engineers Gate Manager LP | 49,315 | $1.64M | 0.02% | +40,563+463.5% | Added |
| Ci Investments Inc. | 49,381 | $1.64M | 0.01% | +44,279+867.9% | Added |
| Versor Investments LP | 50,064 | $1.67M | 0.31% | +28,002+126.9% | Added |
| Concentric Capital Strategies, LP | 50,132 | $1.67M | 0.08% | +11,613+30.1% | Added |
| Verition Fund Management LLC | 50,171 | $1.67M | 0.01% | −1,958−3.8% | Reduced |
| State of Michigan Retirement System | 51,158 | $1.70M | 0.01% | −400−0.8% | Reduced |
| JustInvest LLC | 53,021 | $1.76M | 0.02% | −1,470−2.7% | Reduced |
| Easterly Investment Partners LLC | 53,728 | $1.79M | 0.12% | 00.0% | Unchanged |
| Creative Planning | 53,842 | $1.79M | 0.00% | +383+0.7% | Added |
| Advisor Group Holdings, Inc. | 53,625 | $1.82M | 0.00% | +20,032+59.6% | Added |
| Deutsche Bank AG | 54,768 | $1.82M | 0.00% | +8,651+18.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 55,160 | $1.83M | 0.01% | +64+0.1% | Added |
| MSH Capital Advisors LLC | 56,153 | $1.87M | 0.50% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 56,314 | $1.88M | 0.01% | −1,823−3.1% | Reduced |
| Susquehanna International Group, LLP | 57,229 | $1.90M | 0.00% | +1,003+1.8% | Added |
| Prudential PLC | 58,566 | $1.95M | 0.01% | +58,566 | New |
| South Dakota Investment Council | 59,766 | $1.99M | 0.04% | −50,399−45.7% | Reduced |
| Louisiana State Employees Retirement System | 59,800 | $1.99M | 0.03% | −500−0.8% | Reduced |
| Stifel Financial Corp | 59,873 | $1.99M | 0.00% | +382+0.6% | Added |
| RBF Capital, LLC | 60,000 | $2.00M | 0.09% | 00.0% | Unchanged |
| First National Trust Co | 60,341 | $2.01M | 0.07% | +13,870+29.8% | Added |
| Natixis Advisors, L.P. | 63,376 | $2.11M | 0.00% | −1,516−2.3% | Reduced |
| Arizona State Retirement System | 63,455 | $2.11M | 0.01% | +764+1.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 64,112 | $2.13M | 0.01% | −23,038−26.4% | Reduced |
| Cetera Investment Advisers | 64,833 | $2.16M | 0.00% | +35,355+119.9% | Added |
| State of New Jersey Common Pension Fund D | 65,354 | $2.17M | 0.01% | −2,333−3.4% | Reduced |
| Point72 Hong Kong Ltd | 66,440 | $2.21M | 0.10% | +22,470+51.1% | Added |
| Teachers Retirement System of the State of Kentucky | 66,450 | $2.21M | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 66,842 | $2.22M | 0.01% | −26,016−28.0% | Reduced |
| Coppell Advisory Solutions LLC | 68,485 | $2.27M | 0.25% | +12,071+21.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 70,106 | $2.33M | 0.06% | −2,889−4.0% | Reduced |
| Public Employees Retirement System of Ohio | 72,136 | $2.40M | 0.01% | +405+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 72,447 | $2.41M | 0.01% | −330.0% | Reduced |
| Macquarie Group Ltd | 72,900 | $2.42M | 0.00% | +13,700+23.1% | Added |