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 |
|---|---|---|---|---|---|
| Swiss National Bank | 415,800 | $13.8M | 0.01% | +5,400+1.3% | Added |
| Wellington Management Group LLP | 422,969 | $14.1M | 0.00% | −16,079−3.7% | Reduced |
| SEI Investments Co | 429,935 | $14.3M | 0.02% | +178,913+71.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 433,878 | $14.4M | 0.69% | +2,241+0.5% | Added |
| California Public Employees Retirement System | 448,577 | $14.9M | 0.01% | −2,286−0.5% | Reduced |
| Wedge Capital Management L L P | 455,717 | $15.2M | 0.26% | +10,586+2.4% | Added |
| Balyasny Asset Management LLC | 471,320 | $15.7M | 0.03% | +378,642+408.6% | Added |
| Principal Financial Group Inc | 477,379 | $15.9M | 0.01% | −8,873−1.8% | Reduced |
| Winton Group Ltd | 480,201 | $16.0M | 0.60% | −20,743−4.1% | Reduced |
| Citigroup Inc | 502,792 | $16.7M | 0.01% | +195,327+63.5% | Added |
| Ancora Advisors, LLC | 519,962 | $17.3M | 0.35% | −2,420−0.5% | Reduced |
| Legal & General Group Plc | 534,591 | $17.8M | 0.00% | −37,153−6.5% | Reduced |
| Cresset Asset Management, LLC | 543,908 | $18.3M | 0.08% | +10,494+2.0% | Added |
| Nuveen, LLC | 566,845 | $18.9M | 0.00% | −6,061−1.1% | Reduced |
| Rhumbline Advisers | 571,163 | $19.0M | 0.02% | −10,850−1.9% | Reduced |
| Artisan Partners Limited Partnership | 573,746 | $19.1M | 0.03% | +573,746 | New |
| Burney Co | 589,951 | $19.6M | 0.62% | −32,373−5.2% | Reduced |
| Callodine Capital Management, LP | 596,607 | $19.8M | 1.74% | +108,500+22.2% | Added |
| Retirement Systems of Alabama | 608,116 | $20.2M | 0.07% | +111,622+22.5% | Added |
| Allianz Asset Management GmbH | 609,046 | $20.3M | 0.02% | −1,854−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 612,274 | $20.4M | 0.29% | +403,228+192.9% | Added |
| Manufacturers Life Insurance Company, The | 627,427 | $20.9M | 0.02% | +98,974+18.7% | Added |
| Gabelli Funds LLC | 642,100 | $21.4M | 0.14% | +14,660+2.3% | Added |
| UBS Asset Management Americas Inc | 703,164 | $23.4M | 0.01% | −353,512−33.5% | Reduced |
| Squarepoint Ops LLC | 715,692 | $23.8M | 0.05% | +485,852+211.4% | Added |
| Sourcerock Group LLC | 716,065 | $23.8M | 1.62% | +151,458+26.8% | Added |
| Private Management Group Inc | 721,868 | $24.0M | 0.71% | +721,868 | New |
| Mackenzie Financial Corp | 722,897 | $24.0M | 0.03% | +671,207+1,298.5% | Added |
| Russell Investments Group, Ltd. | 756,163 | $25.1M | 0.03% | −94,555−11.1% | Reduced |
| AQR Capital Management LLC | 907,928 | $30.1M | 0.02% | −613,391−40.3% | Reduced |
| Loomis Sayles & Co L P | 932,056 | $31.0M | 0.04% | +49,262+5.6% | Added |
| Goldman Sachs Group Inc | 971,297 | $32.3M | 0.00% | −109,343−10.1% | Reduced |
| ProShare Advisors LLC | 975,349 | $32.4M | 0.07% | −32,660−3.2% | Reduced |
| Millennium Management LLC | 1,001,311 | $33.3M | 0.03% | +620,920+163.2% | Added |
| Bank of America Corp | 1,088,641 | $36.2M | 0.00% | +58,466+5.7% | Added |
| Thrivent Financial for Lutherans | 1,094,577 | $36.4M | 0.07% | −19,248−1.7% | Reduced |
| Royal Bank of Canada | 1,097,821 | $36.5M | 0.01% | +201,672+22.5% | Added |
| Bragg Financial Advisors, Inc | 1,108,501 | $36.9M | 1.22% | +211,632+23.6% | Added |
| Point72 Asset Management, L.P. | 1,125,973 | $37.4M | 0.08% | −462,470−29.1% | Reduced |
| Diamond Hill Capital Management Inc | 1,148,384 | $38.2M | 0.18% | +62,774+5.8% | Added |
| HG Vora Capital Management, LLC | 1,200,000 | $39.9M | 5.41% | +600,000+100.0% | Added |
| Victory Capital Management Inc | 1,317,145 | $43.8M | 0.03% | +82,837+6.7% | Added |
| UBS Group AG | 1,451,440 | $48.3M | 0.01% | +623,582+75.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,459,131 | $48.5M | 0.25% | −426,832−22.6% | Reduced |
| Energy Income Partners, LLC | 1,540,273 | $51.2M | 0.99% | −10,131−0.7% | Reduced |
| Massachusetts Financial Services Co | 1,548,294 | $51.5M | 0.02% | +73,769+5.0% | Added |
| Jupiter Asset Management Ltd | 1,709,384 | $56.9M | 0.49% | −167,447−8.9% | Reduced |
| JPMorgan Chase & Co | 1,791,182 | $59.6M | 0.00% | +171,014+10.6% | Added |
| Ameriprise Financial Inc | 2,286,699 | $76.1M | 0.02% | −185,429−7.5% | Reduced |
| First Trust Advisors LP | 2,387,189 | $79.4M | 0.06% | −188,082−7.3% | Reduced |
| Federated Hermes, Inc. | 2,436,191 | $81.0M | 0.14% | −696,556−22.2% | Reduced |
| Charles Schwab Investment Management Inc | 2,475,329 | $82.3M | 0.01% | −10,877−0.4% | Reduced |
| Bank of New York Mellon Corp | 2,556,450 | $85.0M | 0.02% | −8,098−0.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,591,626 | $86.2M | 0.19% | +121,327+4.9% | Added |
| Dimensional Fund Advisors LP | 2,829,437 | $94.1M | 0.02% | +25,483+0.9% | Added |
| Morgan Stanley | 2,860,349 | $95.1M | 0.01% | −50,625−1.7% | Reduced |
| Captrust Financial Advisors | 2,863,933 | $95.3M | 0.19% | +287,764+11.2% | Added |
| Invesco Ltd. | 3,454,587 | $114.9M | 0.02% | +2,192,146+173.6% | Added |
| Northern Trust Corp | 3,502,882 | $116.5M | 0.01% | −91,463−2.5% | Reduced |
| Neuberger Berman Group LLC | 3,538,963 | $117.7M | 0.09% | +262,170+8.0% | Added |
| Pictet Asset Management Holding SA | 3,719,945 | $123.7M | 0.12% | +57,301+1.6% | Added |
| Geode Capital Management, LLC | 4,475,044 | $148.9M | 0.01% | +236,906+5.6% | Added |
| Snyder Capital Management L P | 5,354,117 | $178.1M | 3.37% | +546,159+11.4% | Added |
| LSV Asset Management | 5,894,263 | $196.0M | 0.43% | +994,379+20.3% | Added |
| Fuller & Thaler Asset Management, Inc. | 6,372,447 | $211.9M | 0.72% | −462,867−6.8% | Reduced |
| State Street Corp | 9,473,640 | $318.6M | 0.01% | −224,437−2.3% | Reduced |
| FMR LLC | 12,714,996 | $422.9M | 0.02% | +530,265+4.4% | Added |
| Vanguard Group Inc | 24,285,661 | $807.7M | 0.01% | −2,042,746−7.8% | Reduced |
| BlackRock, Inc. | 25,276,429 | $840.7M | 0.01% | +62,406+0.2% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −342,365−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −213,673−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −195,179−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −167,007−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −149,111−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −144,845−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −50,250−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −47,202−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −42,315−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −41,114−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −36,252−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −32,406−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −25,923−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −25,137−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −23,808−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −22,720−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −20,987−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −20,591−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −19,568−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −18,964−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −16,984−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −16,779−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −16,249−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −14,395−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −14,090−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −13,880−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −12,694−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −11,662−100.0% | Sold out |
| Rydar Equities, Inc. | 0 | $0 | 0.00% | −11,284−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −10,190−100.0% | Sold out |