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 |
|---|---|---|---|---|---|
| Versor Investments LP | 50,064 | $1.67M | 0.31% | +28,002+126.9% | Added |
| Ci Investments Inc. | 49,381 | $1.64M | 0.01% | +44,279+867.9% | Added |
| Engineers Gate Manager LP | 49,315 | $1.64M | 0.02% | +40,563+463.5% | Added |
| D.A. Davidson & Co. | 48,881 | $1.63M | 0.01% | +3,300+7.2% | Added |
| Jacobi Capital Management LLC | 48,813 | $1.62M | 0.10% | +457+0.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 47,906 | $1.59M | 0.02% | +27+0.1% | Added |
| Loudon Investment Management, LLC | 46,935 | $1.56M | 0.82% | −6,170−11.6% | Reduced |
| Vestcor Inc | 46,696 | $1.55M | 0.05% | −20,552−30.6% | Reduced |
| Baker Avenue Asset Management, LP | 46,258 | $1.54M | 0.04% | +2,545+5.8% | Added |
| Dynamic Technology Lab Private Ltd | 45,988 | $1.53M | 0.26% | +26,320+133.8% | Added |
| NewEdge Wealth, LLC | 45,266 | $1.53M | 0.02% | +15,414+51.6% | Added |
| Canada Pension Plan Investment Board | 45,384 | $1.51M | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 44,293 | $1.47M | 0.01% | −5,519−11.1% | Reduced |
| Oregon Public Employees Retirement Fund | 43,326 | $1.44M | 0.02% | −300−0.7% | Reduced |
| New Mexico Educational Retirement Board | 42,800 | $1.42M | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 42,251 | $1.41M | 0.02% | −2,737−6.1% | Reduced |
| Harvest Fund Management Co., Ltd | 45,886 | $1.40M | 0.06% | −8,010−14.9% | Reduced |
| Great Lakes Advisors, LLC | 40,982 | $1.36M | 0.01% | +40,982 | New |
| Ameritas Investment Partners, Inc. | 40,288 | $1.34M | 0.04% | −1,348−3.2% | Reduced |
| ARGA Investment Management, LP | 40,139 | $1.34M | 0.04% | −24,976−38.4% | Reduced |
| Atria Investments LLC | 39,674 | $1.32M | 0.02% | +10,335+35.2% | Added |
| Aigen Investment Management, LP | 39,471 | $1.31M | 0.20% | −9,950−20.1% | Reduced |
| Kendall Capital Management | 38,920 | $1.29M | 0.29% | +4,430+12.8% | Added |
| CI Private Wealth, LLC | 38,450 | $1.28M | 0.00% | −15,369−28.6% | Reduced |
| Sciencast Management LP | 37,887 | $1.26M | 0.24% | −4,558−10.7% | Reduced |
| Pacer Advisors, Inc. | 37,333 | $1.24M | 0.00% | +37,333 | New |
| Argyle Capital Management Inc. | 36,874 | $1.23M | 0.42% | +400+1.1% | Added |
| Jackson Creek Investment Advisors LLC | 36,560 | $1.22M | 0.35% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 36,326 | $1.21M | 0.21% | +315+0.9% | Added |
| Quantbot Technologies LP | 36,243 | $1.21M | 0.03% | +29,851+467.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 36,997 | $1.19M | 0.00% | +2,999+8.8% | Added |
| CSS LLC | 35,800 | $1.19M | 0.07% | +8,579+31.5% | Added |
| Mork Capital Management, LLC | 35,700 | $1.19M | 0.82% | 00.0% | Unchanged |
| Zacks Investment Management | 35,600 | $1.18M | 0.01% | +1,319+3.8% | Added |
| Voloridge Investment Management, LLC | 35,319 | $1.17M | 0.00% | −126,505−78.2% | Reduced |
| Glenmede Investment Management, LP | 33,904 | $1.13M | 0.01% | +130+0.4% | Added |
| Abundance Wealth Counselors | 33,744 | $1.12M | 0.19% | +1,160+3.6% | Added |
| Convergence Investment Partners, LLC | 33,423 | $1.11M | 0.25% | +9,460+39.5% | Added |
| Mercer Global Advisors Inc | 33,235 | $1.11M | 0.00% | −1,970−5.6% | Reduced |
| BCM Advisors, LLC | 32,225 | $1.08M | 0.22% | 00.0% | Unchanged |
| CastleKnight Management LP | 31,600 | $1.05M | 0.06% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 31,044 | $1.05M | 0.01% | +8,466+37.5% | Added |
| Teacher Retirement System of Texas | 31,330 | $1.04M | 0.00% | −6,847−17.9% | Reduced |
| Consolidated Planning Corp | 30,898 | $1.03M | 0.11% | +30,898 | New |
| Envestnet Portfolio Solutions, Inc. | 30,635 | $1.02M | 0.00% | −17,560−36.4% | Reduced |
| Nordwand Advisors, LLC | 30,600 | $1.02M | 0.16% | 00.0% | Unchanged |
| AIA Group Ltd | 30,579 | $1.02M | 0.02% | +10,804+54.6% | Added |
| Applied Finance Capital Management, LLC | 30,274 | $1.01M | 0.07% | −150−0.5% | Reduced |
| Chase Investment Counsel Corp | 30,239 | $1.00M | 0.30% | −17,159−36.2% | Reduced |
| First Citizens Bank & Trust Co | 29,617 | $985.1K | 0.02% | +828+2.9% | Added |
| Intech Investment Management LLC | 29,580 | $983.8K | 0.01% | +403+1.4% | Added |
| Investors Research Corp | 29,575 | $983.7K | 0.18% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 29,252 | $972.9K | 0.02% | −18,778−39.1% | Reduced |
| HSBC Holdings PLC | 28,457 | $946.0K | 0.00% | −83,510−74.6% | Reduced |
| Bank of Montreal | 28,359 | $943.2K | 0.00% | −2,762−8.9% | Reduced |
| Baird Financial Group, Inc. | 28,221 | $938.6K | 0.00% | −138−0.5% | Reduced |
| Hartree Partners, LP | 28,000 | $931.3K | 0.32% | +14,000+100.0% | Added |
| Xponance, Inc. | 27,819 | $925.3K | 0.01% | −1,027−3.6% | Reduced |
| Naples Global Advisors, LLC | 27,251 | $916.1K | 0.07% | +207+0.8% | Added |
| Merit Financial Group, LLC | 26,302 | $874.8K | 0.01% | +13,865+111.5% | Added |
| Gamco Investors, Inc. Et Al | 25,239 | $839.4K | 0.01% | −401−1.6% | Reduced |
| Wealthspire Advisors, LLC | 24,932 | $829.2K | 0.00% | −689−2.7% | Reduced |
| Natixis | 24,364 | $810.3K | 0.00% | −123−0.5% | Reduced |
| Summit Trail Advisors, LLC | 24,037 | $805.2K | 0.01% | +12,784+113.6% | Added |
| Measured Wealth Private Client Group, LLC | 23,944 | $796.4K | 0.21% | −1,197−4.8% | Reduced |
| Clear Harbor Asset Management, LLC | 23,532 | $782.7K | 0.06% | −2,760−10.5% | Reduced |
| State of Alaska, Department of Revenue | 23,491 | $781.0K | 0.01% | −570−2.4% | Reduced |
| Exchange Traded Concepts, LLC | 23,353 | $776.7K | 0.01% | −137,822−85.5% | Reduced |
| Axq Capital, LP | 23,091 | $768.0K | 0.29% | +115+0.5% | Added |
| Public Employees Retirement Association of Colorado | 22,320 | $742.0K | 0.00% | −632−2.8% | Reduced |
| Sherbrooke Park Advisers LLC | 21,930 | $729.4K | 0.34% | +1,105+5.3% | Added |
| FIL Ltd | 21,882 | $727.8K | 0.00% | −1,112−4.8% | Reduced |
| Sterling Capital Management LLC | 21,725 | $722.6K | 0.01% | −1,295−5.6% | Reduced |
| Oxford Asset Management LLP | 21,606 | $718.6K | 0.24% | +21,606 | New |
| Storebrand Asset Management AS | 21,600 | $718.4K | 0.00% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 21,564 | $717.2K | 0.21% | +14,894+223.3% | Added |
| Cornerstone Select Advisors, LLC | 21,519 | $715.7K | 0.53% | +5,524+34.5% | Added |
| Occudo Quantitative Strategies LP | 21,405 | $711.9K | 0.09% | +21,405 | New |
| D. E. Shaw & Co., Inc. | 21,142 | $703.2K | 0.00% | +21,142 | New |
| Everence Capital Management Inc | 21,010 | $699.0K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 20,724 | $689.3K | 0.03% | +912+4.6% | Added |
| Nilsine Partners, LLC | 20,678 | $687.8K | 0.06% | +1,740+9.2% | Added |
| Global Financial Private Client, LLC | 20,592 | $684.9K | 0.24% | −146−0.7% | Reduced |
| NBC Securities, Inc. | 20,088 | $668.1K | 0.05% | −401−2.0% | Reduced |
| Colony Group, LLC | 20,032 | $666.7K | 0.00% | −4,728−19.1% | Reduced |
| Mariner, LLC | 19,915 | $662.4K | 0.00% | −22,165−52.7% | Reduced |
| MML Investors Services, LLC | 19,567 | $650.8K | 0.00% | −1,363−6.5% | Reduced |
| Kestra Advisory Services, LLC | 19,408 | $645.5K | 0.00% | −929−4.6% | Reduced |
| Brevan Howard Capital Management LP | 18,827 | $626.2K | 0.01% | +8,394+80.5% | Added |
| CWM, LLC | 18,072 | $601.0K | 0.00% | +3,717+25.9% | Added |
| Commerce Bank | 18,026 | $599.5K | 0.00% | +30.0% | Added |
| WBI Investments | 17,943 | $596.8K | 0.15% | −7,941−30.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,861 | $594.1K | 0.00% | −70−0.4% | Reduced |
| Quadrant Capital Group LLC | 17,661 | $587.4K | 0.02% | −417−2.3% | Reduced |
| IFG Advisory, LLC | 17,568 | $584.3K | 0.03% | −30−0.2% | Reduced |
| AE Wealth Management LLC | 17,229 | $573.0K | 0.00% | +1,787+11.6% | Added |
| Cambria Investment Management, L.P. | 17,215 | $572.6K | 0.03% | −442,315−96.3% | Reduced |
| Apella Capital, LLC | 17,608 | $566.1K | 0.01% | +183+1.1% | Added |
| Two Sigma Advisers, LP | 17,000 | $565.4K | 0.00% | +17,000 | New |
| Jones Financial Companies LLLP | 16,638 | $552.9K | 0.00% | +9,505+133.3% | Added |