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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 49,148 | $1.84M | 0.11% | +335+0.7% | Added |
| Ci Investments Inc. | 49,300 | $1.85M | 0.01% | −81−0.2% | Reduced |
| Jump Financial, LLC | 49,455 | $1.85M | 0.02% | +49,455 | New |
| RBF Capital, LLC | 50,000 | $1.87M | 0.09% | −10,000−16.7% | Reduced |
| Brandywine Global Investment Management, LLC | 50,415 | $1.89M | 0.01% | +50,415 | New |
| State of Michigan Retirement System | 50,758 | $1.90M | 0.01% | −400−0.8% | Reduced |
| NewEdge Wealth, LLC | 51,664 | $1.93M | 0.02% | +6,398+14.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,783 | $2.01M | 0.01% | −1,377−2.5% | Reduced |
| Pathstone Holdings, LLC | 54,041 | $2.03M | 0.01% | −2,273−4.0% | Reduced |
| D.A. Davidson & Co. | 54,482 | $2.04M | 0.01% | +5,601+11.5% | Added |
| Guggenheim Capital LLC | 55,231 | $2.07M | 0.02% | −29,951−35.2% | Reduced |
| Elo Mutual Pension Insurance Co | 55,298 | $2.07M | 0.03% | −35,709−39.2% | Reduced |
| MSH Capital Advisors LLC | 56,300 | $2.11M | 0.45% | +147+0.3% | Added |
| Oakmont Investment Advisors, Inc. | 56,739 | $2.12M | 1.56% | +56,739 | New |
| Stifel Financial Corp | 57,449 | $2.15M | 0.00% | −2,424−4.0% | Reduced |
| Two Sigma Investments, LP | 58,078 | $2.17M | 0.00% | +58,078 | New |
| Louisiana State Employees Retirement System | 59,500 | $2.23M | 0.04% | −300−0.5% | Reduced |
| Arizona State Retirement System | 59,807 | $2.24M | 0.01% | −3,648−5.7% | Reduced |
| Deutsche Bank AG | 59,825 | $2.24M | 0.00% | +5,057+9.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 59,856 | $2.24M | 0.01% | −4,256−6.6% | Reduced |
| First National Trust Co | 60,341 | $2.26M | 0.08% | 00.0% | Unchanged |
| Magnetar Financial LLC | 61,166 | $2.29M | 0.02% | +61,166 | New |
| Engineers Gate Manager LP | 61,622 | $2.31M | 0.03% | +12,307+25.0% | Added |
| State of New Jersey Common Pension Fund D | 61,766 | $2.31M | 0.01% | −3,588−5.5% | Reduced |
| Cozad Asset Management Inc | 63,210 | $2.37M | 0.18% | +63,210 | New |
| U.S. Capital Wealth Advisors, LLC | 63,802 | $2.39M | 0.06% | −6,304−9.0% | Reduced |
| Alps Advisors Inc | 64,298 | $2.41M | 0.01% | −2,544−3.8% | Reduced |
| JustInvest LLC | 66,081 | $2.47M | 0.02% | +13,060+24.6% | Added |
| XTX Topco Ltd | 66,138 | $2.48M | 0.07% | +55,328+511.8% | Added |
| Teachers Retirement System of the State of Kentucky | 66,450 | $2.49M | 0.02% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 67,215 | $2.52M | 0.01% | +31,896+90.3% | Added |
| Bridgewater Associates, LP | 67,840 | $2.54M | 0.01% | +67,840 | New |
| Quantbot Technologies LP | 69,126 | $2.59M | 0.09% | +32,883+90.7% | Added |
| Public Employees Retirement System of Ohio | 69,704 | $2.61M | 0.01% | −2,432−3.4% | Reduced |
| Occudo Quantitative Strategies LP | 69,875 | $2.62M | 0.18% | +48,470+226.4% | Added |
| Steward Partners Investment Advisory, LLC | 70,071 | $2.62M | 0.01% | −2,376−3.3% | Reduced |
| Cetera Investment Advisers | 70,785 | $2.65M | 0.00% | +5,952+9.2% | Added |
| Yousif Capital Management, LLC | 71,299 | $2.65M | 0.03% | −1,877−2.6% | Reduced |
| Easterly Investment Partners LLC | 71,503 | $2.68M | 0.16% | +17,775+33.1% | Added |
| Algert Global LLC | 71,590 | $2.68M | 0.04% | −55,310−43.6% | Reduced |
| Evolve Private Wealth, LLC | 71,074 | $2.69M | 0.16% | +71,074 | New |
| Natixis Advisors, L.P. | 72,079 | $2.70M | 0.00% | +8,703+13.7% | Added |
| Entropy Technologies, LP | 72,352 | $2.71M | 0.15% | +72,352 | New |
| Nomura Asset Management International Inc. | 72,900 | $2.73M | 0.00% | +72,900 | New |
| Creative Planning | 73,841 | $2.76M | 0.00% | +19,999+37.1% | Added |
| Walsky Investment Management, Inc. | 75,178 | $2.81M | 2.87% | +75,178 | New |
| Waterloo Capital, L.P. | 75,375 | $2.82M | 0.20% | +1,451+2.0% | Added |
| KBC Group NV | 76,227 | $2.85M | 0.01% | +2,105+2.8% | Added |
| Coppell Advisory Solutions LLC | 76,757 | $2.90M | 0.29% | +8,272+12.1% | Added |
| HSBC Holdings PLC | 77,782 | $2.92M | 0.00% | +49,325+173.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 78,449 | $2.94M | 0.07% | +49,197+168.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 79,285 | $2.97M | 0.01% | +110.0% | Added |
| Ethic Inc. | 79,319 | $2.97M | 0.05% | −17,107−17.7% | Reduced |
| M&T Bank Corp | 82,247 | $3.08M | 0.01% | +4,708+6.1% | Added |
| Ontario Teachers Pension Plan Board | 82,360 | $3.08M | 0.07% | −108,236−56.8% | Reduced |
| FIL Ltd | 86,164 | $3.23M | 0.00% | +64,282+293.8% | Added |
| Hourglass Capital, LLC | 87,030 | $3.26M | 0.70% | −2,080−2.3% | Reduced |
| Oppenheimer & Co Inc | 87,459 | $3.27M | 0.05% | +1,951+2.3% | Added |
| Ensign Peak Advisors, Inc | 87,929 | $3.29M | 0.01% | −110,030−55.6% | Reduced |
| Mutual of America Capital Management LLC | 89,446 | $3.35M | 0.04% | −9,812−9.9% | Reduced |
| Treasurer of the State of North Carolina | 90,088 | $3.37M | 0.01% | −6,584−6.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 90,436 | $3.39M | 0.03% | −4,477−4.7% | Reduced |
| Bill Few Associates, Inc. | 91,132 | $3.41M | 0.84% | −2,468−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,404 | $3.42M | 0.01% | −3,471−3.7% | Reduced |
| Envestnet Asset Management Inc | 91,668 | $3.43M | 0.00% | −46,302−33.6% | Reduced |
| KLP Kapitalforvaltning AS | 91,300 | $3.45M | 0.01% | −1,900−2.0% | Reduced |
| Manning & Napier Advisors LLC | 92,604 | $3.47M | 0.05% | −1,512−1.6% | Reduced |
| Martingale Asset Management L P | 92,999 | $3.48M | 0.09% | +19,917+27.3% | Added |
| Aquatic Capital Management LLC | 93,384 | $3.50M | 0.10% | +93,384 | New |
| GWM Advisors LLC | 94,302 | $3.53M | 0.01% | −9,641−9.3% | Reduced |
| Amalgamated Bank | 96,426 | $3.61M | 0.03% | −2,532−2.6% | Reduced |
| Virginia Retirement Systems Et Al | 97,600 | $3.65M | 0.02% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 99,667 | $3.73M | 0.39% | +99,667 | New |
| Janus Henderson Group PLC | 100,693 | $3.77M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 96,084 | $3.85M | 0.01% | −4,115−4.1% | Reduced |
| MetLife Investment Management | 105,019 | $3.93M | 0.02% | −5,448−4.9% | Reduced |
| New York State Common Retirement Fund | 111,396 | $4.17M | 0.01% | +200+0.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 112,105 | $4.20M | 0.01% | +14,060+14.3% | Added |
| Hartree Partners, LP | 119,300 | $4.47M | 1.63% | +91,300+326.1% | Added |
| Edmp, Inc. | 119,333 | $4.47M | 3.67% | −9,391−7.3% | Reduced |
| Northwest & Ethical Investments L.P. | 121,037 | $4.53M | 0.10% | −27,267−18.4% | Reduced |
| Boothbay Fund Management, LLC | 124,038 | $4.64M | 0.12% | −59,091−32.3% | Reduced |
| Nisa Investment Advisors, LLC | 125,370 | $4.74M | 0.02% | +2,000+1.6% | Added |
| Voya Investment Management LLC | 126,720 | $4.74M | 0.00% | +15,241+13.7% | Added |
| Illinois Municipal Retirement Fund | 128,647 | $4.82M | 0.06% | +588+0.5% | Added |
| Jane Street Group, LLC | 131,093 | $4.91M | 0.01% | −216,432−62.3% | Reduced |
| Balyasny Asset Management LLC | 133,250 | $4.99M | 0.01% | −338,070−71.7% | Reduced |
| State of Wisconsin Investment Board | 133,797 | $5.01M | 0.01% | −26,569−16.6% | Reduced |
| Meritage Portfolio Management | 136,203 | $5.10M | 0.34% | −4,598−3.3% | Reduced |
| Great West Life Assurance Co | 139,929 | $5.24M | 0.01% | −1,981−1.4% | Reduced |
| Cerity Partners LLC | 149,130 | $5.58M | 0.01% | +12,900+9.5% | Added |
| CSM Advisors, LLC | 149,381 | $5.59M | 0.15% | +7,452+5.3% | Added |
| Edgestream Partners, L.P. | 159,676 | $5.98M | 0.17% | +159,676 | New |
| Two Sigma Advisers, LP | 160,100 | $5.99M | 0.01% | +143,100+841.8% | Added |
| Comerica Bank | 162,593 | $6.09M | 0.02% | +22,192+15.8% | Added |
| Foster & Motley Inc | 165,187 | $6.18M | 0.33% | +20,179+13.9% | Added |
| Principal Street Partners, LLC | 166,170 | $6.22M | 1.05% | +3,572+2.2% | Added |
| Advisors Asset Management, Inc. | 167,406 | $6.27M | 0.11% | −101,306−37.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 168,071 | $6.29M | 0.03% | −33,637−16.7% | Reduced |
| HighTower Advisors, LLC | 184,323 | $6.90M | 0.01% | +10,370+6.0% | Added |