Skip to main content

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.

Q4 2025 vs. Q3 2025

How the institutions holding Ugi Corp changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of UGI: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders56914613+58
Shares196.1M1.24M199.3M+4.43M (+2.3%)
Value$6.53B$41.2M$7.46B+$978.9M (+15.1%)

14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (104)

Institutions that held Ugi Corp at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 104 by value.

Institutions new to UGI in Q4 2025
InstitutionSharesValue% of portfolio
Norges Bank2,942,537$110.1M0.01%
Arbejdsmarkedets Tillaegspension616,131$23.1M0.59%
Hamlin Capital Management, LLC586,940$22.0M0.53%
BW Gestao de Investimentos Ltda.401,594$15.0M0.53%
Caisse de Depot Et Placement du Quebec184,600$6.91M0.01%
Edgestream Partners, L.P.159,676$5.98M0.17%
Synergy Financial Management, LLC99,667$3.73M0.39%
Aquatic Capital Management LLC93,384$3.50M0.10%
Walsky Investment Management, Inc.75,178$2.81M2.87%
Nomura Asset Management International Inc.72,900$2.73M0.00%
Entropy Technologies, LP72,352$2.71M0.15%
Evolve Private Wealth, LLC71,074$2.69M0.16%
Bridgewater Associates, LP67,840$2.54M0.01%
Cozad Asset Management Inc63,210$2.37M0.18%
Magnetar Financial LLC61,166$2.29M0.02%
Two Sigma Investments, LP58,078$2.17M0.00%
Oakmont Investment Advisors, Inc.56,739$2.12M1.56%
Brandywine Global Investment Management, LLC50,415$1.89M0.01%
Jump Financial, LLC49,455$1.85M0.02%
Pinebridge Investments LLC46,712$1.75M0.01%
Green Square Capital Advisors LLC45,309$1.70M0.18%
Aristotle Capital Boston, LLC40,665$1.52M0.08%
Toroso Investments, LLC37,450$1.40M0.01%
Qsemble Capital Management, LP36,273$1.36M0.11%
Glenmede Trust Co NA31,126$1.17M0.01%
Wolverine Asset Management LLC27,087$1.01M0.01%
Sierra Summit Advisors LLC26,443$989.8K0.15%
Marshall Wace, LLP24,442$914.9K0.00%
Mirae Asset Global Investments Co., Ltd.20,442$765.1K0.00%
ISAM Funds (UK) Ltd19,133$716.1K0.26%
Landscape Capital Management, L.L.C.18,939$708.9K0.05%
EP Wealth Advisors, LLC18,681$699.2K0.00%
Asset Management One Co.,Ltd.17,624$670.4K0.00%
Childress Capital Advisors, LLC17,584$658.2K0.11%
Simplex Trading, LLC16,971$635.2K0.02%
Inceptionr LLC16,168$605.2K0.17%
Burns Matteson Capital Management, LLC16,029$600.0K0.24%
Ascent Group, LLC15,837$592.8K0.02%
Laird Norton Trust Company, LLC15,274$577.5K0.01%
Triad Wealth Partners, LLC14,211$531.9K0.05%
Warren Averett Asset Management, LLC13,806$516.8K0.00%
Atlas Capital Advisors LLC13,616$509.6K0.06%
United Capital Financial Advisers, LLC9,954$372.6K0.00%
ExodusPoint Capital Management, LP9,464$354.2K0.00%
Walleye Trading LLC7,605$284.7K0.00%
North Dakota State Investment Board7,593$284.2K0.01%
Farringdon Capital, Ltd.6,703$250.9K0.06%
EntryPoint Capital, LLC6,677$249.9K0.10%
Benjamin Edwards Inc6,346$237.5K0.00%
Invested Advisors6,245$233.8K0.24%
R Squared Ltd6,226$233.0K0.11%
Vise Technologies, Inc.6,112$228.8K0.00%
DRW Securities, LLC5,772$216.0K0.02%
Custom Index Systems, LLC5,579$208.8K0.09%
Skopos Labs, Inc.5,489$208.8K0.01%
IHT Wealth Management, LLC5,566$208.3K0.01%
MONECO Advisors, LLC5,517$206.5K0.02%
Sunpointe, LLC5,409$204.5K0.07%
Trust Co of Virginia5,421$202.9K0.02%
Flputnam Investment Management Co5,420$202.9K0.00%
Eurizon Capital SGR S.p.A.5,023$189.3K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.4,128$155.0K0.00%
Centaurus Financial, Inc.2,883$108.0K0.00%
Horizon Investments, LLC2,472$92.5K0.00%
SageView Advisory Group, LLC2,042$76.4K0.00%
Colonial Trust Co2,000$74.9K0.01%
Torren Management, LLC1,743$65.3K0.03%
Richardson Financial Services Inc.1,230$46.0K0.03%
Entrust Financial LLC916$34.3K0.03%
V-Square Quantitative Management LLC876$32.8K0.00%
Los Angeles Capital Management LLC939$31.4K0.00%
First Financial Corp750$28.1K0.01%
Motiv8 Investments LLC742$28.0K0.02%
Pinnacle Wealth Planning Services, Inc.724$27.1K0.00%
Strategic Wealth Partners, Ltd.625$23.4K0.00%
DV Trading LLC616$23.1K0.00%
William B. Walkup & Associates, Inc.560$21.0K0.01%
Elequin Capital LP557$20.8K0.00%
ORG Partners LLC500$18.7K0.00%
Trust Co of Vermont459$17.2K0.00%
Rossby Financial, LCC379$14.2K0.00%
International Assets Investment Management, LLC304$11.4K0.00%
Triumph Capital Management203$7.60K0.00%
Ares Financial Consulting, LLC137$5.13K0.00%
Paladin Partners, LLC130$4.87K0.00%
CWM Advisors, LLC122$4.55K0.00%
Keating Financial Advisory Services, Inc.116$4.34K0.00%
Elyxium Wealth, LLC114$4.29K0.00%
Flagship Harbor Advisors, LLC84$3.18K0.00%
Strive Financial Group ,LLC74$2.77K0.00%
J.Safra Asset Management Corp61$2.28K0.00%
Tucker Asset Management LLC59$2.21K0.00%
Basecamp Wealth Advisors LLC57$2.13K0.00%
Camelot Portfolios, LLC45$1.67K0.00%
Signature Equity Partners, LLC41$1.53K0.00%
Nemes Rush Group LLC39$1.46K0.00%
Archer Investment Corp30$1.12K0.00%
SHP Wealth Management19$7080.00%
Eastern Bank13$4870.00%
TD Waterhouse Canada Inc.12$4490.00%

Sold out (46)

Institutions that held Ugi Corp at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of UGI in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
HG Vora Capital Management, LLC1,200,000$39.9M
Winton Group Ltd480,201$16.0M
HRT Financial LP113,130$3.76M
Campbell & CO Investment Adviser LLC101,584$3.38M
Assenagon Asset Management S.A.79,355$2.64M
Macquarie Group Ltd72,900$2.42M
Prudential PLC58,566$1.95M
Concentric Capital Strategies, LP50,132$1.67M
Jackson Creek Investment Advisors LLC36,560$1.22M
CSS LLC35,800$1.19M
AIA Group Ltd30,579$1.02M
Sherbrooke Park Advisers LLC21,930$729.4K
Oxford Asset Management LLP21,606$718.6K
D. E. Shaw & Co., Inc.21,142$703.2K
Gsa Capital Partners LLP15,561$518.0K
Ilex Capital Partners (UK) LLP14,187$471.9K
Scientech Research LLC13,162$437.8K
Prelude Capital Management, LLC13,053$434.1K
State of Wyoming11,648$387.4K
IMC-Chicago, LLC10,077$335.2K
Corundum Trust Company, INC9,773$325.1K
Vista Investment Partners LLC9,417$313.2K
Keebeck Alpha, LP8,767$291.6K
MidWestOne Financial Group, Inc.8,482$282.1K
FORA Capital, LLC8,466$281.6K
Lazard Asset Management LLC7,921$263.5K
Empowered Funds, LLC7,871$261.8K
Group One Trading, L.P.7,237$240.7K
Ellevest, Inc.7,067$235.0K
Aster Capital Management (DIFC) Ltd5,273$175.4K
Mather Group, LLC.987$32.8K
Principal Securities, Inc.948$31.5K
Rise Advisors, LLC475$15.8K
Alpine Bank Wealth Management475$15.8K
Vermillion & White Wealth Management Group, LLC375$12.5K
Trust Co of Toledo NA373$12.4K
Groupe la Francaise200$5.65K
GPS Wealth Strategies Group, LLC129$4.29K
Costello Asset Management, INC100$3.33K
S&T Bank98$3.26K
Plante Moran Financial Advisors, LLC35$1.16K
Cloud Capital Management, LLC32$1.00K
Cornerstone Planning Group LLC21$566
Halbert Hargrove Global Advisors, LLC14$466
Palisade Asset Management, LLC3$100
Tortoise Investment Management, LLC2$67

Not filed for Q4 2025 yet (14)

Institutions that held Ugi Corp at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Cubist Systematic Strategies, LLC612,274$20.4M
Pinebridge Investments, L.P.324,368$10.8M
AXA Investment Managers S.A.146,812$4.88M
Point72 Hong Kong Ltd66,440$2.21M
Glenmede Investment Management, LP33,904$1.13M
Point72 (DIFC) Ltd12,885$428.5K
Wetherby Asset Management Inc12,823$426.5K
Point72 Asia (Singapore) Pte. Ltd.11,815$393.0K
Fullcircle Wealth LLC9,725$327.7K
Abich Financial Wealth Management LLC3,710$123.4K
Shell Asset Management Co3,627$121.0K
AllSquare Wealth Management LLC307$10.2K
Hemington Wealth Management262$8.00K
Guerra Advisors Inc20$665