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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 73,082 | $2.43M | 0.06% | −19,738−21.3% | Reduced |
| Yousif Capital Management, LLC | 73,176 | $2.43M | 0.03% | −6,196−7.8% | Reduced |
| Waterloo Capital, L.P. | 73,924 | $2.46M | 0.18% | −5,378−6.8% | Reduced |
| KBC Group NV | 74,122 | $2.46M | 0.01% | −442−0.6% | Reduced |
| M&T Bank Corp | 77,539 | $2.58M | 0.01% | −2,541−3.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 79,274 | $2.64M | 0.01% | −9,766−11.0% | Reduced |
| Assenagon Asset Management S.A. | 79,355 | $2.64M | 0.00% | +79,355 | New |
| American Century Companies Inc | 81,753 | $2.72M | 0.00% | −42,640−34.3% | Reduced |
| Guggenheim Capital LLC | 85,182 | $2.83M | 0.02% | +1,476+1.8% | Added |
| Oppenheimer & Co Inc | 85,508 | $2.84M | 0.03% | +19,070+28.7% | Added |
| Oak Thistle LLC | 86,407 | $2.87M | 0.44% | +57,393+197.8% | Added |
| Hourglass Capital, LLC | 89,110 | $2.96M | 0.67% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 91,007 | $3.03M | 0.05% | +47,913+111.2% | Added |
| Trexquant Investment LP | 91,401 | $3.04M | 0.03% | −181,133−66.5% | Reduced |
| Bill Few Associates, Inc. | 93,600 | $3.11M | 0.80% | −2,488−2.6% | Reduced |
| KLP Kapitalforvaltning AS | 93,200 | $3.13M | 0.01% | +11,200+13.7% | Added |
| Manning & Napier Advisors LLC | 94,116 | $3.13M | 0.04% | +4,116+4.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 94,875 | $3.16M | 0.01% | +2,678+2.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 94,913 | $3.16M | 0.03% | +12,049+14.5% | Added |
| Tudor Investment Corp Et Al | 95,545 | $3.18M | 0.02% | +66,946+234.1% | Added |
| Ethic Inc. | 96,426 | $3.21M | 0.05% | +7,087+7.9% | Added |
| Treasurer of the State of North Carolina | 96,672 | $3.21M | 0.01% | −3,774−3.8% | Reduced |
| Virginia Retirement Systems Et Al | 97,600 | $3.25M | 0.02% | +4,200+4.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 98,045 | $3.26M | 0.01% | +15,968+19.5% | Added |
| Amalgamated Bank | 98,958 | $3.29M | 0.02% | +146+0.1% | Added |
| Mutual of America Capital Management LLC | 99,258 | $3.30M | 0.03% | −7,384−6.9% | Reduced |
| State of Tennessee, Treasury Department | 100,199 | $3.33M | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 100,693 | $3.35M | 0.00% | +7,071+7.6% | Added |
| Campbell & CO Investment Adviser LLC | 101,584 | $3.38M | 0.26% | +101,584 | New |
| GWM Advisors LLC | 103,943 | $3.46M | 0.02% | −748−0.7% | Reduced |
| MetLife Investment Management | 110,467 | $3.67M | 0.02% | −5,015−4.3% | Reduced |
| New York State Common Retirement Fund | 111,196 | $3.70M | 0.00% | +496+0.4% | Added |
| Voya Investment Management LLC | 111,479 | $3.71M | 0.00% | −29,702−21.0% | Reduced |
| HRT Financial LP | 113,130 | $3.76M | 0.01% | +58,862+108.5% | Added |
| Nisa Investment Advisors, LLC | 123,370 | $4.15M | 0.02% | +49,090+66.1% | Added |
| Algert Global LLC | 126,900 | $4.22M | 0.07% | +69,110+119.6% | Added |
| Quest Partners LLC | 127,096 | $4.23M | 0.28% | +76,267+150.0% | Added |
| Illinois Municipal Retirement Fund | 128,059 | $4.26M | 0.05% | +9,593+8.1% | Added |
| Edmp, Inc. | 128,724 | $4.28M | 3.39% | −395−0.3% | Reduced |
| Cerity Partners LLC | 136,230 | $4.53M | 0.01% | −3,023−2.2% | Reduced |
| Envestnet Asset Management Inc | 137,970 | $4.59M | 0.00% | +10,083+7.9% | Added |
| Comerica Bank | 140,401 | $4.67M | 0.02% | −1,515−1.1% | Reduced |
| Meritage Portfolio Management | 140,801 | $4.68M | 0.31% | −14,692−9.4% | Reduced |
| Great West Life Assurance Co | 141,910 | $4.71M | 0.01% | +2,691+1.9% | Added |
| CSM Advisors, LLC | 141,929 | $4.72M | 0.13% | +12,854+10.0% | Added |
| Foster & Motley Inc | 145,008 | $4.82M | 0.26% | +13,892+10.6% | Added |
| Arrowstreet Capital, Limited Partnership | 146,650 | $4.88M | 0.00% | −32,805−18.3% | Reduced |
| AXA Investment Managers S.A. | 146,812 | $4.88M | 0.01% | +146,812 | New |
| Northwest & Ethical Investments L.P. | 148,304 | $4.93M | 0.12% | −4,030−2.6% | Reduced |
| State of Wisconsin Investment Board | 160,366 | $5.33M | 0.01% | −4,027−2.4% | Reduced |
| Principal Street Partners, LLC | 162,598 | $5.41M | 0.86% | +162,598 | New |
| Quantinno Capital Management LP | 168,602 | $5.61M | 0.02% | +22,082+15.1% | Added |
| HighTower Advisors, LLC | 173,953 | $5.79M | 0.01% | +45,252+35.2% | Added |
| Prudential Financial Inc | 176,776 | $5.88M | 0.01% | +800.0% | Added |
| Citadel Advisors LLC | 178,396 | $5.93M | 0.00% | −648,012−78.4% | Reduced |
| Boothbay Fund Management, LLC | 183,129 | $6.09M | 0.16% | +45,811+33.4% | Added |
| Ontario Teachers Pension Plan Board | 190,596 | $6.34M | 0.15% | −30,212−13.7% | Reduced |
| State Board of Administration of Florida Retirement System | 193,512 | $6.44M | 0.01% | −887−0.5% | Reduced |
| Ensign Peak Advisors, Inc | 197,959 | $6.58M | 0.01% | +4,835+2.5% | Added |
| Stansberry Asset Management, LLC | 201,019 | $6.69M | 0.70% | +5,754+2.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 201,439 | $6.70M | 0.01% | −16,577−7.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 201,708 | $6.71M | 0.05% | +184,391+1,064.8% | Added |
| California State Teachers Retirement System | 205,701 | $6.84M | 0.01% | +100.0% | Added |
| SG Americas Securities, LLC | 208,815 | $6.95M | 0.03% | +44,024+26.7% | Added |
| Picton Mahoney Asset Management | 214,249 | $7.13M | 0.09% | +197,566+1,184.2% | Added |
| Janney Montgomery Scott LLC | 216,814 | $7.21M | 0.02% | −7,663−3.4% | Reduced |
| Oxbow Advisors, LLC | 221,289 | $7.36M | 0.68% | −3,843−1.7% | Reduced |
| Franklin Resources Inc | 225,826 | $7.51M | 0.00% | −194,032−46.2% | Reduced |
| St. James Investment Company, LLC | 237,266 | $7.89M | 1.24% | −2,864−1.2% | Reduced |
| Man Group plc | 240,740 | $8.01M | 0.02% | +240,740 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 246,725 | $8.21M | 0.01% | −113,899−31.6% | Reduced |
| New York State Teachers Retirement System | 249,752 | $8.31M | 0.02% | −1,092−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 250,783 | $8.34M | 0.01% | −14,524−5.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 253,505 | $8.43M | 0.47% | +10,409+4.3% | Added |
| Miller Value Partners, LLC | 262,000 | $8.71M | 3.20% | −30,000−10.3% | Reduced |
| Aventail Capital Group, LP | 263,456 | $8.76M | 0.42% | +196,612+294.1% | Added |
| Advisors Asset Management, Inc. | 268,712 | $8.94M | 0.15% | −77,008−22.3% | Reduced |
| Amundi | 281,613 | $9.12M | 0.00% | +281,613 | New |
| Roffman Miller Associates Inc | 275,546 | $9.16M | 0.51% | +28,809+11.7% | Added |
| SIR Capital Management, L.P. | 278,717 | $9.27M | 0.83% | −313,953−53.0% | Reduced |
| Sanctuary Advisors, LLC | 280,740 | $9.34M | 0.05% | −10,193−3.5% | Reduced |
| RPG Investment Advisory, LLC | 286,937 | $9.54M | 1.13% | −2,432−0.8% | Reduced |
| Wells Fargo & Company | 288,741 | $9.60M | 0.00% | +23,400+8.8% | Added |
| Allspring Global Investments Holdings, LLC | 287,213 | $9.62M | 0.02% | +38,579+15.5% | Added |
| Covalis Capital LLP | 298,859 | $9.94M | 1.16% | +131,599+78.7% | Added |
| Hudson Bay Capital Management LP | 298,997 | $9.94M | 0.06% | −62,173−17.2% | 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 |
| Raymond James Financial Inc | 311,171 | $10.3M | 0.00% | −11,797−3.7% | Reduced |
| Pinebridge Investments, L.P. | 324,368 | $10.8M | 0.08% | +260,074+404.5% | Added |
| Barclays PLC | 326,682 | $10.9M | 0.00% | +157,318+92.9% | Added |
| Panagora Asset Management Inc | 329,068 | $10.9M | 0.04% | +306,772+1,375.9% | Added |
| Jane Street Group, LLC | 347,525 | $11.6M | 0.01% | +264,659+319.4% | Added |
| Qube Research & Technologies Ltd | 350,646 | $11.7M | 0.02% | +350,646 | New |
| Kennedy Capital Management, Inc. | 358,175 | $11.9M | 0.26% | +104,874+41.4% | Added |
| Alliancebernstein L.P. | 366,741 | $12.2M | 0.00% | −123,095−25.1% | Reduced |
| BNP Paribas Arbitrage, SA | 371,107 | $12.3M | 0.01% | −279,308−42.9% | Reduced |
| Hennessy Advisors Inc | 378,452 | $12.6M | 0.43% | −1,891,500−83.3% | Reduced |
| Renaissance Technologies LLC | 386,583 | $12.9M | 0.02% | −160,100−29.3% | Reduced |
| LPL Financial LLC | 403,059 | $13.4M | 0.00% | +16,420+4.2% | Added |