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, Q4 2025
Institutional positions in Ugi Corp as of Dec 31, 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
- 613
- +58 vs. Q3 2025
- Shares held
- 199.3M
- +4.43M (+2.3%) vs. Q3 2025
- Total value
- $7.46B
- +$978.9M (+15.1%) vs. Q3 2025
- New holders
- 104
- 205 more added
- Sold out
- 46
- 206 more reduced
14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 25,425,789 | $951.7M | 0.02% | +149,360+0.6% | Added |
| Vanguard Group Inc | 22,682,203 | $849.0M | 0.01% | −1,603,458−6.6% | Reduced |
| FMR LLC | 13,396,036 | $501.4M | 0.03% | +681,040+5.4% | Added |
| State Street Corp | 9,081,665 | $343.3M | 0.01% | −391,975−4.1% | Reduced |
| Neuberger Berman Group LLC | 7,334,009 | $274.5M | 0.20% | +3,795,046+107.2% | Added |
| LSV Asset Management | 5,775,509 | $216.2M | 0.47% | −118,754−2.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 5,546,238 | $207.6M | 0.70% | −826,209−13.0% | Reduced |
| Snyder Capital Management L P | 5,510,710 | $206.3M | 3.84% | +156,593+2.9% | Added |
| Geode Capital Management, LLC | 4,342,677 | $162.6M | 0.01% | −132,367−3.0% | Reduced |
| Invesco Ltd. | 3,486,332 | $130.5M | 0.01% | +31,745+0.9% | Added |
| Northern Trust Corp | 3,416,658 | $127.9M | 0.02% | −86,224−2.5% | Reduced |
| Captrust Financial Advisors | 3,191,444 | $119.5M | 0.23% | +327,511+11.4% | Added |
| Norges Bank | 2,942,537 | $110.1M | 0.01% | +2,942,537 | New |
| Dimensional Fund Advisors LP | 2,866,116 | $107.3M | 0.02% | +36,679+1.3% | Added |
| First Trust Advisors LP | 2,828,724 | $105.9M | 0.08% | +441,535+18.5% | Added |
| Morgan Stanley | 2,768,790 | $103.6M | 0.01% | −91,559−3.2% | Reduced |
| Bank of New York Mellon Corp | 2,513,301 | $94.1M | 0.02% | −43,149−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 2,408,324 | $90.1M | 0.01% | −67,005−2.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,203,547 | $82.5M | 0.20% | −388,079−15.0% | Reduced |
| Federated Hermes, Inc. | 2,087,228 | $78.1M | 0.13% | −348,963−14.3% | Reduced |
| Goldman Sachs Group Inc | 1,943,024 | $72.7M | 0.01% | +971,727+100.0% | Added |
| Ameriprise Financial Inc | 1,840,724 | $68.9M | 0.02% | −445,975−19.5% | Reduced |
| Manufacturers Life Insurance Company, The | 1,814,753 | $67.9M | 0.06% | +1,187,326+189.2% | Added |
| Jupiter Asset Management Ltd | 1,770,406 | $66.3M | 0.53% | +61,022+3.6% | Added |
| Point72 Asset Management, L.P. | 1,732,942 | $64.9M | 0.10% | +606,969+53.9% | Added |
| Squarepoint Ops LLC | 1,653,369 | $61.9M | 0.12% | +937,677+131.0% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,402,892 | $52.5M | 0.26% | −56,239−3.9% | Reduced |
| Bragg Financial Advisors, Inc | 1,316,362 | $49.3M | 1.60% | +207,861+18.8% | Added |
| Victory Capital Management Inc | 1,298,104 | $48.6M | 0.03% | −19,041−1.4% | Reduced |
| Artisan Partners Limited Partnership | 1,288,711 | $48.2M | 0.07% | +714,965+124.6% | Added |
| Energy Income Partners, LLC | 1,243,329 | $46.5M | 0.84% | −296,944−19.3% | Reduced |
| JPMorgan Chase & Co | 1,235,062 | $46.2M | 0.00% | −556,120−31.0% | Reduced |
| Pictet Asset Management Holding SA | 1,232,758 | $46.1M | 0.04% | −2,487,187−66.9% | Reduced |
| Diamond Hill Capital Management Inc | 1,196,364 | $44.8M | 0.23% | +47,980+4.2% | Added |
| UBS Group AG | 1,094,521 | $41.0M | 0.01% | −356,919−24.6% | Reduced |
| Thrivent Financial for Lutherans | 1,058,840 | $39.6M | 0.07% | −35,737−3.3% | Reduced |
| ProShare Advisors LLC | 988,425 | $37.0M | 0.07% | +13,076+1.3% | Added |
| Loomis Sayles & Co L P | 970,654 | $36.3M | 0.04% | +38,598+4.1% | Added |
| Private Management Group Inc | 960,786 | $36.0M | 1.05% | +238,918+33.1% | Added |
| AQR Capital Management LLC | 897,948 | $33.6M | 0.02% | −9,980−1.1% | Reduced |
| Mackenzie Financial Corp | 880,771 | $33.2M | 0.04% | +157,874+21.8% | Added |
| Qube Research & Technologies Ltd | 842,497 | $31.5M | 0.05% | +491,851+140.3% | Added |
| Bank of America Corp | 790,965 | $29.6M | 0.00% | −297,676−27.3% | Reduced |
| Massachusetts Financial Services Co | 759,579 | $28.4M | 0.01% | −788,715−50.9% | Reduced |
| Russell Investments Group, Ltd. | 736,449 | $27.6M | 0.03% | −19,714−2.6% | Reduced |
| Royal Bank of Canada | 723,820 | $27.1M | 0.00% | −374,001−34.1% | Reduced |
| Callodine Capital Management, LP | 675,369 | $25.3M | 2.03% | +78,762+13.2% | Added |
| Millennium Management LLC | 674,693 | $25.3M | 0.02% | −326,618−32.6% | Reduced |
| Cresset Asset Management, LLC | 631,300 | $23.8M | 0.10% | +87,392+16.1% | Added |
| Gabelli Funds LLC | 635,264 | $23.8M | 0.16% | −6,836−1.1% | Reduced |
| Arbejdsmarkedets Tillaegspension | 616,131 | $23.1M | 0.59% | +616,131 | New |
| Retirement Systems of Alabama | 606,203 | $22.7M | 0.07% | −1,913−0.3% | Reduced |
| UBS Asset Management Americas Inc | 603,765 | $22.6M | 0.00% | −99,399−14.1% | Reduced |
| Nuveen, LLC | 586,992 | $22.0M | 0.01% | +20,147+3.6% | Added |
| Hamlin Capital Management, LLC | 586,940 | $22.0M | 0.53% | +586,940 | New |
| Burney Co | 571,765 | $21.4M | 0.67% | −18,186−3.1% | Reduced |
| Rhumbline Advisers | 556,991 | $20.8M | 0.02% | −14,172−2.5% | Reduced |
| Sourcerock Group LLC | 504,585 | $18.9M | 1.08% | −211,480−29.5% | Reduced |
| Man Group plc | 487,580 | $18.3M | 0.03% | +246,840+102.5% | Added |
| SEI Investments Co | 464,595 | $17.4M | 0.02% | +34,660+8.1% | Added |
| Principal Financial Group Inc | 462,342 | $17.3M | 0.01% | −15,037−3.1% | Reduced |
| Allianz Asset Management GmbH | 461,720 | $17.3M | 0.02% | −147,326−24.2% | Reduced |
| Citadel Advisors LLC | 449,178 | $16.8M | 0.01% | +270,782+151.8% | Added |
| Wedge Capital Management L L P | 437,229 | $16.4M | 0.29% | −18,488−4.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 431,818 | $16.2M | 0.78% | −2,060−0.5% | Reduced |
| Panagora Asset Management Inc | 431,255 | $16.1M | 0.06% | +102,187+31.1% | Added |
| Kennedy Capital Management, Inc. | 430,703 | $16.1M | 0.34% | +72,528+20.2% | Added |
| California Public Employees Retirement System | 426,366 | $16.0M | 0.01% | −22,211−5.0% | Reduced |
| Wellington Management Group LLP | 426,293 | $16.0M | 0.00% | +3,324+0.8% | Added |
| Legal & General Group Plc | 425,866 | $15.9M | 0.00% | −108,725−20.3% | Reduced |
| Swiss National Bank | 423,800 | $15.9M | 0.01% | +8,000+1.9% | Added |
| LPL Financial LLC | 419,789 | $15.7M | 0.00% | +16,730+4.2% | Added |
| Ancora Advisors, LLC | 402,309 | $15.1M | 0.31% | −117,653−22.6% | Reduced |
| BW Gestao de Investimentos Ltda. | 401,594 | $15.0M | 0.53% | +401,594 | New |
| Raymond James Financial Inc | 380,648 | $14.2M | 0.00% | +69,477+22.3% | Added |
| Hennessy Advisors Inc | 357,952 | $13.4M | 0.47% | −20,500−5.4% | Reduced |
| Alliancebernstein L.P. | 347,138 | $13.0M | 0.00% | −19,603−5.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 343,748 | $12.9M | 0.01% | +197,098+134.4% | Added |
| Intech Investment Management LLC | 339,786 | $12.7M | 0.11% | +310,206+1,048.7% | Added |
| BNP Paribas Arbitrage, SA | 331,364 | $12.4M | 0.01% | −39,743−10.7% | Reduced |
| SIR Capital Management, L.P. | 329,717 | $12.3M | 1.37% | +51,000+18.3% | Added |
| Wells Fargo & Company | 323,859 | $12.1M | 0.00% | +35,118+12.2% | Added |
| Price T Rowe Associates Inc | 322,763 | $12.1M | 0.00% | +22,819+7.6% | Added |
| Heartland Advisors Inc | 319,000 | $11.9M | 0.64% | +19,000+6.3% | Added |
| Oxbow Advisors, LLC | 307,934 | $11.5M | 1.01% | +86,645+39.2% | Added |
| Amundi | 299,133 | $11.2M | 0.00% | +17,520+6.2% | Added |
| RPG Investment Advisory, LLC | 290,803 | $10.9M | 1.24% | +3,866+1.3% | Added |
| Hudson Bay Capital Management LP | 286,310 | $10.7M | 0.06% | −12,687−4.2% | Reduced |
| Roffman Miller Associates Inc | 283,647 | $10.6M | 0.58% | +8,101+2.9% | Added |
| Sanctuary Advisors, LLC | 280,994 | $10.5M | 0.06% | +254+0.1% | Added |
| Franklin Resources Inc | 275,080 | $10.3M | 0.00% | +49,254+21.8% | Added |
| Barclays PLC | 267,169 | $10.0M | 0.00% | −59,513−18.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 262,542 | $9.83M | 0.53% | +9,037+3.6% | Added |
| Miller Value Partners, LLC | 262,000 | $9.81M | 3.46% | 00.0% | Unchanged |
| American Century Companies Inc | 258,011 | $9.66M | 0.00% | +176,258+215.6% | Added |
| Commonwealth Equity Services, LLC | 245,953 | $9.21M | 0.01% | −4,830−1.9% | Reduced |
| St. James Investment Company, LLC | 236,712 | $8.86M | 1.42% | −554−0.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 232,393 | $8.70M | 0.01% | −14,332−5.8% | Reduced |
| SG Americas Securities, LLC | 227,467 | $8.51M | 0.01% | +18,652+8.9% | Added |
| Citigroup Inc | 224,082 | $8.39M | 0.01% | −278,710−55.4% | Reduced |