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 |
|---|---|---|---|---|---|
| Covalis Capital LLP | 222,801 | $8.34M | 0.65% | −76,058−25.4% | Reduced |
| New York State Teachers Retirement System | 219,710 | $8.22M | 0.02% | −30,042−12.0% | Reduced |
| Stansberry Asset Management, LLC | 218,103 | $8.16M | 0.83% | +17,084+8.5% | Added |
| Quantinno Capital Management LP | 217,867 | $8.15M | 0.02% | +49,265+29.2% | Added |
| Trexquant Investment LP | 217,294 | $8.13M | 0.07% | +125,893+137.7% | Added |
| Renaissance Technologies LLC | 214,220 | $8.02M | 0.01% | −172,363−44.6% | Reduced |
| Janney Montgomery Scott LLC | 211,187 | $7.91M | 0.02% | −5,627−2.6% | Reduced |
| California State Teachers Retirement System | 205,494 | $7.69M | 0.01% | −207−0.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 201,513 | $7.54M | 0.01% | +740.0% | Added |
| Picton Mahoney Asset Management | 198,329 | $7.42M | 0.08% | −15,920−7.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 191,802 | $7.22M | 0.01% | −95,411−33.2% | Reduced |
| State Board of Administration of Florida Retirement System | 189,712 | $7.10M | 0.01% | −3,800−2.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 184,600 | $6.91M | 0.01% | +184,600 | New |
| HighTower Advisors, LLC | 184,323 | $6.90M | 0.01% | +10,370+6.0% | Added |
| Schonfeld Strategic Advisors LLC | 168,071 | $6.29M | 0.03% | −33,637−16.7% | Reduced |
| Advisors Asset Management, Inc. | 167,406 | $6.27M | 0.11% | −101,306−37.7% | Reduced |
| Principal Street Partners, LLC | 166,170 | $6.22M | 1.05% | +3,572+2.2% | Added |
| Foster & Motley Inc | 165,187 | $6.18M | 0.33% | +20,179+13.9% | Added |
| Comerica Bank | 162,593 | $6.09M | 0.02% | +22,192+15.8% | Added |
| Two Sigma Advisers, LP | 160,100 | $5.99M | 0.01% | +143,100+841.8% | Added |
| Edgestream Partners, L.P. | 159,676 | $5.98M | 0.17% | +159,676 | New |
| CSM Advisors, LLC | 149,381 | $5.59M | 0.15% | +7,452+5.3% | Added |
| Cerity Partners LLC | 149,130 | $5.58M | 0.01% | +12,900+9.5% | Added |
| Great West Life Assurance Co | 139,929 | $5.24M | 0.01% | −1,981−1.4% | Reduced |
| Meritage Portfolio Management | 136,203 | $5.10M | 0.34% | −4,598−3.3% | Reduced |
| State of Wisconsin Investment Board | 133,797 | $5.01M | 0.01% | −26,569−16.6% | Reduced |
| Balyasny Asset Management LLC | 133,250 | $4.99M | 0.01% | −338,070−71.7% | Reduced |
| Jane Street Group, LLC | 131,093 | $4.91M | 0.01% | −216,432−62.3% | Reduced |
| Illinois Municipal Retirement Fund | 128,647 | $4.82M | 0.06% | +588+0.5% | Added |
| Voya Investment Management LLC | 126,720 | $4.74M | 0.00% | +15,241+13.7% | Added |
| Nisa Investment Advisors, LLC | 125,370 | $4.74M | 0.02% | +2,000+1.6% | Added |
| Boothbay Fund Management, LLC | 124,038 | $4.64M | 0.12% | −59,091−32.3% | Reduced |
| Northwest & Ethical Investments L.P. | 121,037 | $4.53M | 0.10% | −27,267−18.4% | Reduced |
| Edmp, Inc. | 119,333 | $4.47M | 3.67% | −9,391−7.3% | Reduced |
| Hartree Partners, LP | 119,300 | $4.47M | 1.63% | +91,300+326.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 112,105 | $4.20M | 0.01% | +14,060+14.3% | Added |
| New York State Common Retirement Fund | 111,396 | $4.17M | 0.01% | +200+0.2% | Added |
| MetLife Investment Management | 105,019 | $3.93M | 0.02% | −5,448−4.9% | Reduced |
| State of Tennessee, Treasury Department | 96,084 | $3.85M | 0.01% | −4,115−4.1% | Reduced |
| Janus Henderson Group PLC | 100,693 | $3.77M | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 99,667 | $3.73M | 0.39% | +99,667 | New |
| Virginia Retirement Systems Et Al | 97,600 | $3.65M | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 96,426 | $3.61M | 0.03% | −2,532−2.6% | Reduced |
| GWM Advisors LLC | 94,302 | $3.53M | 0.01% | −9,641−9.3% | Reduced |
| Aquatic Capital Management LLC | 93,384 | $3.50M | 0.10% | +93,384 | New |
| Martingale Asset Management L P | 92,999 | $3.48M | 0.09% | +19,917+27.3% | Added |
| Manning & Napier Advisors LLC | 92,604 | $3.47M | 0.05% | −1,512−1.6% | Reduced |
| KLP Kapitalforvaltning AS | 91,300 | $3.45M | 0.01% | −1,900−2.0% | Reduced |
| Envestnet Asset Management Inc | 91,668 | $3.43M | 0.00% | −46,302−33.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 91,404 | $3.42M | 0.01% | −3,471−3.7% | Reduced |
| Bill Few Associates, Inc. | 91,132 | $3.41M | 0.84% | −2,468−2.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 90,436 | $3.39M | 0.03% | −4,477−4.7% | Reduced |
| Treasurer of the State of North Carolina | 90,088 | $3.37M | 0.01% | −6,584−6.8% | Reduced |
| Mutual of America Capital Management LLC | 89,446 | $3.35M | 0.04% | −9,812−9.9% | Reduced |
| Ensign Peak Advisors, Inc | 87,929 | $3.29M | 0.01% | −110,030−55.6% | Reduced |
| Oppenheimer & Co Inc | 87,459 | $3.27M | 0.05% | +1,951+2.3% | Added |
| Hourglass Capital, LLC | 87,030 | $3.26M | 0.70% | −2,080−2.3% | Reduced |
| FIL Ltd | 86,164 | $3.23M | 0.00% | +64,282+293.8% | Added |
| Ontario Teachers Pension Plan Board | 82,360 | $3.08M | 0.07% | −108,236−56.8% | Reduced |
| M&T Bank Corp | 82,247 | $3.08M | 0.01% | +4,708+6.1% | Added |
| Ethic Inc. | 79,319 | $2.97M | 0.05% | −17,107−17.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 79,285 | $2.97M | 0.01% | +110.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 78,449 | $2.94M | 0.07% | +49,197+168.2% | Added |
| HSBC Holdings PLC | 77,782 | $2.92M | 0.00% | +49,325+173.3% | Added |
| Coppell Advisory Solutions LLC | 76,757 | $2.90M | 0.29% | +8,272+12.1% | Added |
| KBC Group NV | 76,227 | $2.85M | 0.01% | +2,105+2.8% | Added |
| Waterloo Capital, L.P. | 75,375 | $2.82M | 0.20% | +1,451+2.0% | Added |
| Walsky Investment Management, Inc. | 75,178 | $2.81M | 2.87% | +75,178 | New |
| Creative Planning | 73,841 | $2.76M | 0.00% | +19,999+37.1% | Added |
| Nomura Asset Management International Inc. | 72,900 | $2.73M | 0.00% | +72,900 | New |
| Entropy Technologies, LP | 72,352 | $2.71M | 0.15% | +72,352 | New |
| Natixis Advisors, L.P. | 72,079 | $2.70M | 0.00% | +8,703+13.7% | Added |
| Evolve Private Wealth, LLC | 71,074 | $2.69M | 0.16% | +71,074 | New |
| Algert Global LLC | 71,590 | $2.68M | 0.04% | −55,310−43.6% | Reduced |
| Easterly Investment Partners LLC | 71,503 | $2.68M | 0.16% | +17,775+33.1% | Added |
| Yousif Capital Management, LLC | 71,299 | $2.65M | 0.03% | −1,877−2.6% | Reduced |
| Cetera Investment Advisers | 70,785 | $2.65M | 0.00% | +5,952+9.2% | Added |
| Steward Partners Investment Advisory, LLC | 70,071 | $2.62M | 0.01% | −2,376−3.3% | Reduced |
| Occudo Quantitative Strategies LP | 69,875 | $2.62M | 0.18% | +48,470+226.4% | Added |
| Public Employees Retirement System of Ohio | 69,704 | $2.61M | 0.01% | −2,432−3.4% | Reduced |
| Quantbot Technologies LP | 69,126 | $2.59M | 0.09% | +32,883+90.7% | Added |
| Bridgewater Associates, LP | 67,840 | $2.54M | 0.01% | +67,840 | New |
| Voloridge Investment Management, LLC | 67,215 | $2.52M | 0.01% | +31,896+90.3% | Added |
| Teachers Retirement System of the State of Kentucky | 66,450 | $2.49M | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 66,138 | $2.48M | 0.07% | +55,328+511.8% | Added |
| JustInvest LLC | 66,081 | $2.47M | 0.02% | +13,060+24.6% | Added |
| Alps Advisors Inc | 64,298 | $2.41M | 0.01% | −2,544−3.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 63,802 | $2.39M | 0.06% | −6,304−9.0% | Reduced |
| Cozad Asset Management Inc | 63,210 | $2.37M | 0.18% | +63,210 | New |
| State of New Jersey Common Pension Fund D | 61,766 | $2.31M | 0.01% | −3,588−5.5% | Reduced |
| Engineers Gate Manager LP | 61,622 | $2.31M | 0.03% | +12,307+25.0% | Added |
| Magnetar Financial LLC | 61,166 | $2.29M | 0.02% | +61,166 | New |
| First National Trust Co | 60,341 | $2.26M | 0.08% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 59,856 | $2.24M | 0.01% | −4,256−6.6% | Reduced |
| Deutsche Bank AG | 59,825 | $2.24M | 0.00% | +5,057+9.2% | Added |
| Arizona State Retirement System | 59,807 | $2.24M | 0.01% | −3,648−5.7% | Reduced |
| Louisiana State Employees Retirement System | 59,500 | $2.23M | 0.04% | −300−0.5% | Reduced |
| Two Sigma Investments, LP | 58,078 | $2.17M | 0.00% | +58,078 | New |
| Stifel Financial Corp | 57,449 | $2.15M | 0.00% | −2,424−4.0% | Reduced |
| Oakmont Investment Advisors, Inc. | 56,739 | $2.12M | 1.56% | +56,739 | New |