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 |
|---|---|---|---|---|---|
| Norges Bank | 2,942,537 | $110.1M | 0.01% | +2,942,537 | New |
| Captrust Financial Advisors | 3,191,444 | $119.5M | 0.23% | +327,511+11.4% | Added |
| Northern Trust Corp | 3,416,658 | $127.9M | 0.02% | −86,224−2.5% | Reduced |
| Invesco Ltd. | 3,486,332 | $130.5M | 0.01% | +31,745+0.9% | Added |
| Geode Capital Management, LLC | 4,342,677 | $162.6M | 0.01% | −132,367−3.0% | Reduced |
| Snyder Capital Management L P | 5,510,710 | $206.3M | 3.84% | +156,593+2.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,546,238 | $207.6M | 0.70% | −826,209−13.0% | Reduced |
| LSV Asset Management | 5,775,509 | $216.2M | 0.47% | −118,754−2.0% | Reduced |
| Neuberger Berman Group LLC | 7,334,009 | $274.5M | 0.20% | +3,795,046+107.2% | Added |
| State Street Corp | 9,081,665 | $343.3M | 0.01% | −391,975−4.1% | Reduced |
| FMR LLC | 13,396,036 | $501.4M | 0.03% | +681,040+5.4% | Added |
| Vanguard Group Inc | 22,682,203 | $849.0M | 0.01% | −1,603,458−6.6% | Reduced |
| BlackRock, Inc. | 25,425,789 | $951.7M | 0.02% | +149,360+0.6% | Added |
| HG Vora Capital Management, LLC | 0 | $0 | 0.00% | −1,200,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −480,201−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −113,130−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −101,584−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −79,355−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −72,900−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −58,566−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −50,132−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −36,560−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −35,800−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −30,579−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −21,930−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −21,606−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −21,142−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,561−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −14,187−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −13,162−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −13,053−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −11,648−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −10,077−100.0% | Sold out |
| Corundum Trust Company, INC | 0 | $0 | 0.00% | −9,773−100.0% | Sold out |
| Vista Investment Partners LLC | 0 | $0 | 0.00% | −9,417−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −8,767−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −8,482−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,466−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −7,921−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,871−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −7,237−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −7,067−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −5,273−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −987−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Trust Co of Toledo NA | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| S&T Bank | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Pinebridge Investments, L.P. | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Fullcircle Wealth LLC | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| AllSquare Wealth Management LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |