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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 184,600 | $6.91M | 0.01% | +184,600 | New |
| State Board of Administration of Florida Retirement System | 189,712 | $7.10M | 0.01% | −3,800−2.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 191,802 | $7.22M | 0.01% | −95,411−33.2% | Reduced |
| Picton Mahoney Asset Management | 198,329 | $7.42M | 0.08% | −15,920−7.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 201,513 | $7.54M | 0.01% | +740.0% | Added |
| California State Teachers Retirement System | 205,494 | $7.69M | 0.01% | −207−0.1% | Reduced |
| Janney Montgomery Scott LLC | 211,187 | $7.91M | 0.02% | −5,627−2.6% | Reduced |
| Renaissance Technologies LLC | 214,220 | $8.02M | 0.01% | −172,363−44.6% | Reduced |
| Trexquant Investment LP | 217,294 | $8.13M | 0.07% | +125,893+137.7% | Added |
| Quantinno Capital Management LP | 217,867 | $8.15M | 0.02% | +49,265+29.2% | Added |
| Stansberry Asset Management, LLC | 218,103 | $8.16M | 0.83% | +17,084+8.5% | Added |
| New York State Teachers Retirement System | 219,710 | $8.22M | 0.02% | −30,042−12.0% | Reduced |
| Covalis Capital LLP | 222,801 | $8.34M | 0.65% | −76,058−25.4% | Reduced |
| Citigroup Inc | 224,082 | $8.39M | 0.01% | −278,710−55.4% | Reduced |
| SG Americas Securities, LLC | 227,467 | $8.51M | 0.01% | +18,652+8.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 232,393 | $8.70M | 0.01% | −14,332−5.8% | Reduced |
| St. James Investment Company, LLC | 236,712 | $8.86M | 1.42% | −554−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 245,953 | $9.21M | 0.01% | −4,830−1.9% | Reduced |
| American Century Companies Inc | 258,011 | $9.66M | 0.00% | +176,258+215.6% | Added |
| Miller Value Partners, LLC | 262,000 | $9.81M | 3.46% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 262,542 | $9.83M | 0.53% | +9,037+3.6% | Added |
| Barclays PLC | 267,169 | $10.0M | 0.00% | −59,513−18.2% | Reduced |
| Franklin Resources Inc | 275,080 | $10.3M | 0.00% | +49,254+21.8% | Added |
| Sanctuary Advisors, LLC | 280,994 | $10.5M | 0.06% | +254+0.1% | Added |
| Roffman Miller Associates Inc | 283,647 | $10.6M | 0.58% | +8,101+2.9% | Added |
| Hudson Bay Capital Management LP | 286,310 | $10.7M | 0.06% | −12,687−4.2% | Reduced |
| RPG Investment Advisory, LLC | 290,803 | $10.9M | 1.24% | +3,866+1.3% | Added |
| Amundi | 299,133 | $11.2M | 0.00% | +17,520+6.2% | Added |
| Oxbow Advisors, LLC | 307,934 | $11.5M | 1.01% | +86,645+39.2% | Added |
| Heartland Advisors Inc | 319,000 | $11.9M | 0.64% | +19,000+6.3% | Added |
| Price T Rowe Associates Inc | 322,763 | $12.1M | 0.00% | +22,819+7.6% | Added |
| Wells Fargo & Company | 323,859 | $12.1M | 0.00% | +35,118+12.2% | Added |
| SIR Capital Management, L.P. | 329,717 | $12.3M | 1.37% | +51,000+18.3% | Added |
| BNP Paribas Arbitrage, SA | 331,364 | $12.4M | 0.01% | −39,743−10.7% | Reduced |
| Intech Investment Management LLC | 339,786 | $12.7M | 0.11% | +310,206+1,048.7% | Added |
| Arrowstreet Capital, Limited Partnership | 343,748 | $12.9M | 0.01% | +197,098+134.4% | Added |
| Alliancebernstein L.P. | 347,138 | $13.0M | 0.00% | −19,603−5.3% | Reduced |
| Hennessy Advisors Inc | 357,952 | $13.4M | 0.47% | −20,500−5.4% | Reduced |
| Raymond James Financial Inc | 380,648 | $14.2M | 0.00% | +69,477+22.3% | Added |
| BW Gestao de Investimentos Ltda. | 401,594 | $15.0M | 0.53% | +401,594 | New |
| Ancora Advisors, LLC | 402,309 | $15.1M | 0.31% | −117,653−22.6% | Reduced |
| LPL Financial LLC | 419,789 | $15.7M | 0.00% | +16,730+4.2% | Added |
| Swiss National Bank | 423,800 | $15.9M | 0.01% | +8,000+1.9% | Added |
| Legal & General Group Plc | 425,866 | $15.9M | 0.00% | −108,725−20.3% | Reduced |
| Wellington Management Group LLP | 426,293 | $16.0M | 0.00% | +3,324+0.8% | Added |
| California Public Employees Retirement System | 426,366 | $16.0M | 0.01% | −22,211−5.0% | Reduced |
| Kennedy Capital Management, Inc. | 430,703 | $16.1M | 0.34% | +72,528+20.2% | Added |
| Panagora Asset Management Inc | 431,255 | $16.1M | 0.06% | +102,187+31.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 431,818 | $16.2M | 0.78% | −2,060−0.5% | Reduced |
| Wedge Capital Management L L P | 437,229 | $16.4M | 0.29% | −18,488−4.1% | Reduced |
| Citadel Advisors LLC | 449,178 | $16.8M | 0.01% | +270,782+151.8% | Added |
| Allianz Asset Management GmbH | 461,720 | $17.3M | 0.02% | −147,326−24.2% | Reduced |
| Principal Financial Group Inc | 462,342 | $17.3M | 0.01% | −15,037−3.1% | Reduced |
| SEI Investments Co | 464,595 | $17.4M | 0.02% | +34,660+8.1% | Added |
| Man Group plc | 487,580 | $18.3M | 0.03% | +246,840+102.5% | Added |
| Sourcerock Group LLC | 504,585 | $18.9M | 1.08% | −211,480−29.5% | Reduced |
| Rhumbline Advisers | 556,991 | $20.8M | 0.02% | −14,172−2.5% | Reduced |
| Burney Co | 571,765 | $21.4M | 0.67% | −18,186−3.1% | Reduced |
| Hamlin Capital Management, LLC | 586,940 | $22.0M | 0.53% | +586,940 | New |
| Nuveen, LLC | 586,992 | $22.0M | 0.01% | +20,147+3.6% | Added |
| UBS Asset Management Americas Inc | 603,765 | $22.6M | 0.00% | −99,399−14.1% | Reduced |
| Retirement Systems of Alabama | 606,203 | $22.7M | 0.07% | −1,913−0.3% | Reduced |
| Arbejdsmarkedets Tillaegspension | 616,131 | $23.1M | 0.59% | +616,131 | New |
| Gabelli Funds LLC | 635,264 | $23.8M | 0.16% | −6,836−1.1% | Reduced |
| Cresset Asset Management, LLC | 631,300 | $23.8M | 0.10% | +87,392+16.1% | Added |
| Millennium Management LLC | 674,693 | $25.3M | 0.02% | −326,618−32.6% | Reduced |
| Callodine Capital Management, LP | 675,369 | $25.3M | 2.03% | +78,762+13.2% | Added |
| Royal Bank of Canada | 723,820 | $27.1M | 0.00% | −374,001−34.1% | Reduced |
| Russell Investments Group, Ltd. | 736,449 | $27.6M | 0.03% | −19,714−2.6% | Reduced |
| Massachusetts Financial Services Co | 759,579 | $28.4M | 0.01% | −788,715−50.9% | Reduced |
| Bank of America Corp | 790,965 | $29.6M | 0.00% | −297,676−27.3% | Reduced |
| Qube Research & Technologies Ltd | 842,497 | $31.5M | 0.05% | +491,851+140.3% | Added |
| Mackenzie Financial Corp | 880,771 | $33.2M | 0.04% | +157,874+21.8% | Added |
| AQR Capital Management LLC | 897,948 | $33.6M | 0.02% | −9,980−1.1% | Reduced |
| Private Management Group Inc | 960,786 | $36.0M | 1.05% | +238,918+33.1% | Added |
| Loomis Sayles & Co L P | 970,654 | $36.3M | 0.04% | +38,598+4.1% | Added |
| ProShare Advisors LLC | 988,425 | $37.0M | 0.07% | +13,076+1.3% | Added |
| Thrivent Financial for Lutherans | 1,058,840 | $39.6M | 0.07% | −35,737−3.3% | Reduced |
| UBS Group AG | 1,094,521 | $41.0M | 0.01% | −356,919−24.6% | Reduced |
| Diamond Hill Capital Management Inc | 1,196,364 | $44.8M | 0.23% | +47,980+4.2% | Added |
| Pictet Asset Management Holding SA | 1,232,758 | $46.1M | 0.04% | −2,487,187−66.9% | Reduced |
| JPMorgan Chase & Co | 1,235,062 | $46.2M | 0.00% | −556,120−31.0% | Reduced |
| Energy Income Partners, LLC | 1,243,329 | $46.5M | 0.84% | −296,944−19.3% | Reduced |
| Artisan Partners Limited Partnership | 1,288,711 | $48.2M | 0.07% | +714,965+124.6% | Added |
| Victory Capital Management Inc | 1,298,104 | $48.6M | 0.03% | −19,041−1.4% | Reduced |
| Bragg Financial Advisors, Inc | 1,316,362 | $49.3M | 1.60% | +207,861+18.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,402,892 | $52.5M | 0.26% | −56,239−3.9% | Reduced |
| Squarepoint Ops LLC | 1,653,369 | $61.9M | 0.12% | +937,677+131.0% | Added |
| Point72 Asset Management, L.P. | 1,732,942 | $64.9M | 0.10% | +606,969+53.9% | Added |
| Jupiter Asset Management Ltd | 1,770,406 | $66.3M | 0.53% | +61,022+3.6% | Added |
| Manufacturers Life Insurance Company, The | 1,814,753 | $67.9M | 0.06% | +1,187,326+189.2% | Added |
| Ameriprise Financial Inc | 1,840,724 | $68.9M | 0.02% | −445,975−19.5% | Reduced |
| Goldman Sachs Group Inc | 1,943,024 | $72.7M | 0.01% | +971,727+100.0% | Added |
| Federated Hermes, Inc. | 2,087,228 | $78.1M | 0.13% | −348,963−14.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,203,547 | $82.5M | 0.20% | −388,079−15.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,408,324 | $90.1M | 0.01% | −67,005−2.7% | Reduced |
| Bank of New York Mellon Corp | 2,513,301 | $94.1M | 0.02% | −43,149−1.7% | Reduced |
| Morgan Stanley | 2,768,790 | $103.6M | 0.01% | −91,559−3.2% | Reduced |
| First Trust Advisors LP | 2,828,724 | $105.9M | 0.08% | +441,535+18.5% | Added |
| Dimensional Fund Advisors LP | 2,866,116 | $107.3M | 0.02% | +36,679+1.3% | Added |