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 |
|---|---|---|---|---|---|
| Versor Investments LP | 16,438 | $615.3K | 0.10% | −33,626−67.2% | Reduced |
| Swiss Life Asset Management Ltd | 16,451 | $615.8K | 0.00% | +6,526+65.8% | Added |
| denkapparat Operations GmbH | 16,508 | $617.9K | 0.34% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 16,944 | $634.2K | 0.16% | −4,620−21.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 16,949 | $634.4K | 0.00% | +2,572+17.9% | Added |
| Simplex Trading, LLC | 16,971 | $635.2K | 0.02% | +16,971 | New |
| Cambria Investment Management, L.P. | 17,243 | $645.4K | 0.04% | +28+0.2% | Added |
| Childress Capital Advisors, LLC | 17,584 | $658.2K | 0.11% | +17,584 | New |
| Apella Capital, LLC | 17,612 | $659.2K | 0.01% | +40.0% | Added |
| Asset Management One Co.,Ltd. | 17,624 | $670.4K | 0.00% | +17,624 | New |
| Live Oak Investment Partners | 18,081 | $676.8K | 0.42% | +2,893+19.0% | Added |
| EP Wealth Advisors, LLC | 18,681 | $699.2K | 0.00% | +18,681 | New |
| Landscape Capital Management, L.L.C. | 18,939 | $708.9K | 0.05% | +18,939 | New |
| ISAM Funds (UK) Ltd | 19,133 | $716.1K | 0.26% | +19,133 | New |
| CWM, LLC | 19,443 | $728.0K | 0.00% | +1,371+7.6% | Added |
| Summit Trail Advisors, LLC | 19,733 | $743.9K | 0.01% | −4,304−17.9% | Reduced |
| Private Advisor Group, LLC | 19,945 | $746.6K | 0.00% | +6,679+50.3% | Added |
| Wealthspire Advisors, LLC | 20,001 | $748.6K | 0.01% | −4,931−19.8% | Reduced |
| NBC Securities, Inc. | 20,093 | $752.1K | 0.06% | +50.0% | Added |
| Prudential Financial Inc | 20,044 | $756.3K | 0.00% | −156,732−88.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,442 | $765.1K | 0.00% | +20,442 | New |
| Global Financial Private Client, LLC | 20,611 | $771.5K | 0.27% | +19+0.1% | Added |
| The PNC Financial Services Group, Inc. | 20,832 | $779.7K | 0.00% | +7,884+60.9% | Added |
| Mirabella Financial Services LLP | 20,871 | $781.2K | 0.08% | +12,760+157.3% | Added |
| Natixis | 20,957 | $784.4K | 0.00% | −3,407−14.0% | Reduced |
| Everence Capital Management Inc | 21,010 | $786.0K | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 21,125 | $790.7K | 0.00% | +3,264+18.3% | Added |
| Sterling Capital Management LLC | 21,178 | $792.7K | 0.01% | −547−2.5% | Reduced |
| State of Alaska, Department of Revenue | 21,291 | $796.0K | 0.01% | −2,200−9.4% | Reduced |
| Kestra Advisory Services, LLC | 21,493 | $804.5K | 0.00% | +2,085+10.7% | Added |
| Storebrand Asset Management AS | 21,600 | $808.5K | 0.00% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 21,897 | $819.6K | 0.07% | +1,219+5.9% | Added |
| Public Employees Retirement Association of Colorado | 22,320 | $835.0K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 22,782 | $852.7K | 0.06% | −750−3.2% | Reduced |
| MML Investors Services, LLC | 23,648 | $885.1K | 0.00% | +4,081+20.9% | Added |
| Xponance, Inc. | 23,823 | $891.7K | 0.01% | −3,996−14.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 24,405 | $913.5K | 0.24% | +461+1.9% | Added |
| Csenge Advisory Group | 24,413 | $913.8K | 0.04% | +3,689+17.8% | Added |
| Marshall Wace, LLP | 24,442 | $914.9K | 0.00% | +24,442 | New |
| Gamco Investors, Inc. Et Al | 24,444 | $914.9K | 0.01% | −795−3.1% | Reduced |
| Exchange Traded Concepts, LLC | 25,159 | $941.7K | 0.01% | +1,806+7.7% | Added |
| Atria Investments LLC | 25,636 | $959.6K | 0.01% | −14,038−35.4% | Reduced |
| Pacer Advisors, Inc. | 25,698 | $961.9K | 0.00% | −11,635−31.2% | Reduced |
| WBI Investments | 26,354 | $986.4K | 0.26% | +8,411+46.9% | Added |
| Sierra Summit Advisors LLC | 26,443 | $989.8K | 0.15% | +26,443 | New |
| Wolverine Asset Management LLC | 27,087 | $1.01M | 0.01% | +27,087 | New |
| Naples Global Advisors, LLC | 27,258 | $1.03M | 0.08% | +70.0% | Added |
| Bank of Montreal | 27,879 | $1.04M | 0.00% | −480−1.7% | Reduced |
| Baird Financial Group, Inc. | 27,927 | $1.05M | 0.00% | −294−1.0% | Reduced |
| Colony Group, LLC | 27,989 | $1.05M | 0.00% | +7,957+39.7% | Added |
| Merit Financial Group, LLC | 28,365 | $1.06M | 0.01% | +2,063+7.8% | Added |
| Chase Investment Counsel Corp | 28,663 | $1.07M | 0.30% | −1,576−5.2% | Reduced |
| ARGA Investment Management, LP | 28,892 | $1.08M | 0.03% | −11,247−28.0% | Reduced |
| Great Lakes Advisors, LLC | 29,242 | $1.09M | 0.01% | −11,740−28.6% | Reduced |
| Investors Research Corp | 29,275 | $1.10M | 0.20% | −300−1.0% | Reduced |
| First Citizens Bank & Trust Co | 30,429 | $1.14M | 0.02% | +812+2.7% | Added |
| Nordwand Advisors, LLC | 30,600 | $1.15M | 0.20% | 00.0% | Unchanged |
| Quest Partners LLC | 30,610 | $1.15M | 0.06% | −96,486−75.9% | Reduced |
| RSM US Wealth Management LLC | 30,348 | $1.16M | 0.01% | −696−2.2% | Reduced |
| Glenmede Trust Co NA | 31,126 | $1.17M | 0.01% | +31,126 | New |
| Envestnet Portfolio Solutions, Inc. | 31,568 | $1.18M | 0.00% | +933+3.0% | Added |
| CastleKnight Management LP | 31,600 | $1.18M | 0.07% | 00.0% | Unchanged |
| BCM Advisors, LLC | 32,225 | $1.25M | 0.24% | 00.0% | Unchanged |
| Consolidated Planning Corp | 34,071 | $1.28M | 0.13% | +3,173+10.3% | Added |
| CI Private Wealth, LLC | 34,172 | $1.28M | 0.00% | −4,278−11.1% | Reduced |
| Cornerstone Select Advisors, LLC | 34,609 | $1.30M | 0.90% | +13,090+60.8% | Added |
| Abundance Wealth Counselors | 34,614 | $1.30M | 0.22% | +870+2.6% | Added |
| Advisory Services Network, LLC | 35,250 | $1.32M | 0.02% | −7,001−16.6% | Reduced |
| Loudon Investment Management, LLC | 35,585 | $1.33M | 0.70% | −11,350−24.2% | Reduced |
| Mariner, LLC | 35,673 | $1.33M | 0.00% | +15,758+79.1% | Added |
| Mork Capital Management, LLC | 35,700 | $1.34M | 0.82% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 36,273 | $1.36M | 0.11% | +36,273 | New |
| Huntleigh Advisors, Inc. | 36,536 | $1.37M | 0.23% | +210+0.6% | Added |
| Brevan Howard Capital Management LP | 36,657 | $1.37M | 0.03% | +17,830+94.7% | Added |
| Argyle Capital Management Inc. | 36,874 | $1.38M | 0.46% | 00.0% | Unchanged |
| Toroso Investments, LLC | 37,450 | $1.40M | 0.01% | +37,450 | New |
| South Dakota Investment Council | 38,266 | $1.43M | 0.03% | −21,500−36.0% | Reduced |
| Applied Finance Capital Management, LLC | 38,617 | $1.45M | 0.10% | +8,343+27.6% | Added |
| Convergence Investment Partners, LLC | 39,131 | $1.46M | 0.29% | +5,708+17.1% | Added |
| Ameritas Investment Partners, Inc. | 39,389 | $1.47M | 0.04% | −899−2.2% | Reduced |
| Harvest Fund Management Co., Ltd | 45,886 | $1.48M | 0.06% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 39,917 | $1.49M | 0.03% | −6,341−13.7% | Reduced |
| Susquehanna International Group, LLP | 39,979 | $1.50M | 0.00% | −17,250−30.1% | Reduced |
| Aristotle Capital Boston, LLC | 40,665 | $1.52M | 0.08% | +40,665 | New |
| Wealth Enhancement Advisory Services, LLC | 41,048 | $1.53M | 0.00% | +4,051+10.9% | Added |
| Mercer Global Advisors Inc | 40,942 | $1.53M | 0.00% | +7,707+23.2% | Added |
| Kendall Capital Management | 41,690 | $1.56M | 0.33% | +2,770+7.1% | Added |
| Advisor Group Holdings, Inc. | 41,985 | $1.57M | 0.00% | −11,640−21.7% | Reduced |
| Oregon Public Employees Retirement Fund | 42,726 | $1.60M | 0.02% | −600−1.4% | Reduced |
| Aventail Capital Group, LP | 42,732 | $1.60M | 0.09% | −220,724−83.8% | Reduced |
| New Mexico Educational Retirement Board | 42,800 | $1.60M | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 42,943 | $1.61M | 0.05% | −3,753−8.0% | Reduced |
| Oak Thistle LLC | 43,433 | $1.63M | 0.23% | −42,974−49.7% | Reduced |
| Jones Financial Companies LLLP | 44,426 | $1.66M | 0.00% | +27,788+167.0% | Added |
| Green Square Capital Advisors LLC | 45,309 | $1.70M | 0.18% | +45,309 | New |
| Canada Pension Plan Investment Board | 45,384 | $1.70M | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 46,011 | $1.72M | 0.39% | +22,920+99.3% | Added |
| Pinebridge Investments LLC | 46,712 | $1.75M | 0.01% | +46,712 | New |
| O'Shaughnessy Asset Management, LLC | 46,982 | $1.76M | 0.01% | +2,689+6.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 48,087 | $1.80M | 0.02% | +181+0.4% | Added |