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 |
|---|---|---|---|---|---|
| MSH Capital Advisors LLC | 56,300 | $2.11M | 0.45% | +147+0.3% | Added |
| Elo Mutual Pension Insurance Co | 55,298 | $2.07M | 0.03% | −35,709−39.2% | Reduced |
| Guggenheim Capital LLC | 55,231 | $2.07M | 0.02% | −29,951−35.2% | Reduced |
| D.A. Davidson & Co. | 54,482 | $2.04M | 0.01% | +5,601+11.5% | Added |
| Pathstone Holdings, LLC | 54,041 | $2.03M | 0.01% | −2,273−4.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,783 | $2.01M | 0.01% | −1,377−2.5% | Reduced |
| NewEdge Wealth, LLC | 51,664 | $1.93M | 0.02% | +6,398+14.1% | Added |
| State of Michigan Retirement System | 50,758 | $1.90M | 0.01% | −400−0.8% | Reduced |
| Brandywine Global Investment Management, LLC | 50,415 | $1.89M | 0.01% | +50,415 | New |
| RBF Capital, LLC | 50,000 | $1.87M | 0.09% | −10,000−16.7% | Reduced |
| Jump Financial, LLC | 49,455 | $1.85M | 0.02% | +49,455 | New |
| Ci Investments Inc. | 49,300 | $1.85M | 0.01% | −81−0.2% | Reduced |
| Jacobi Capital Management LLC | 49,148 | $1.84M | 0.11% | +335+0.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 48,087 | $1.80M | 0.02% | +181+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 46,982 | $1.76M | 0.01% | +2,689+6.1% | Added |
| Pinebridge Investments LLC | 46,712 | $1.75M | 0.01% | +46,712 | New |
| Axq Capital, LP | 46,011 | $1.72M | 0.39% | +22,920+99.3% | Added |
| Canada Pension Plan Investment Board | 45,384 | $1.70M | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 45,309 | $1.70M | 0.18% | +45,309 | New |
| Jones Financial Companies LLLP | 44,426 | $1.66M | 0.00% | +27,788+167.0% | Added |
| Oak Thistle LLC | 43,433 | $1.63M | 0.23% | −42,974−49.7% | Reduced |
| Vestcor Inc | 42,943 | $1.61M | 0.05% | −3,753−8.0% | Reduced |
| New Mexico Educational Retirement Board | 42,800 | $1.60M | 0.05% | 00.0% | Unchanged |
| Aventail Capital Group, LP | 42,732 | $1.60M | 0.09% | −220,724−83.8% | Reduced |
| Oregon Public Employees Retirement Fund | 42,726 | $1.60M | 0.02% | −600−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 41,985 | $1.57M | 0.00% | −11,640−21.7% | Reduced |
| Kendall Capital Management | 41,690 | $1.56M | 0.33% | +2,770+7.1% | Added |
| Mercer Global Advisors Inc | 40,942 | $1.53M | 0.00% | +7,707+23.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 41,048 | $1.53M | 0.00% | +4,051+10.9% | Added |
| Aristotle Capital Boston, LLC | 40,665 | $1.52M | 0.08% | +40,665 | New |
| Susquehanna International Group, LLP | 39,979 | $1.50M | 0.00% | −17,250−30.1% | Reduced |
| Baker Avenue Asset Management, LP | 39,917 | $1.49M | 0.03% | −6,341−13.7% | Reduced |
| Harvest Fund Management Co., Ltd | 45,886 | $1.48M | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 39,389 | $1.47M | 0.04% | −899−2.2% | Reduced |
| Convergence Investment Partners, LLC | 39,131 | $1.46M | 0.29% | +5,708+17.1% | Added |
| Applied Finance Capital Management, LLC | 38,617 | $1.45M | 0.10% | +8,343+27.6% | Added |
| South Dakota Investment Council | 38,266 | $1.43M | 0.03% | −21,500−36.0% | Reduced |
| Toroso Investments, LLC | 37,450 | $1.40M | 0.01% | +37,450 | New |
| Argyle Capital Management Inc. | 36,874 | $1.38M | 0.46% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 36,657 | $1.37M | 0.03% | +17,830+94.7% | Added |
| Huntleigh Advisors, Inc. | 36,536 | $1.37M | 0.23% | +210+0.6% | Added |
| Qsemble Capital Management, LP | 36,273 | $1.36M | 0.11% | +36,273 | New |
| Mork Capital Management, LLC | 35,700 | $1.34M | 0.82% | 00.0% | Unchanged |
| Mariner, LLC | 35,673 | $1.33M | 0.00% | +15,758+79.1% | Added |
| Loudon Investment Management, LLC | 35,585 | $1.33M | 0.70% | −11,350−24.2% | Reduced |
| Advisory Services Network, LLC | 35,250 | $1.32M | 0.02% | −7,001−16.6% | Reduced |
| Abundance Wealth Counselors | 34,614 | $1.30M | 0.22% | +870+2.6% | Added |
| Cornerstone Select Advisors, LLC | 34,609 | $1.30M | 0.90% | +13,090+60.8% | Added |
| CI Private Wealth, LLC | 34,172 | $1.28M | 0.00% | −4,278−11.1% | Reduced |
| Consolidated Planning Corp | 34,071 | $1.28M | 0.13% | +3,173+10.3% | Added |
| BCM Advisors, LLC | 32,225 | $1.25M | 0.24% | 00.0% | Unchanged |
| CastleKnight Management LP | 31,600 | $1.18M | 0.07% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 31,568 | $1.18M | 0.00% | +933+3.0% | Added |
| Glenmede Trust Co NA | 31,126 | $1.17M | 0.01% | +31,126 | New |
| RSM US Wealth Management LLC | 30,348 | $1.16M | 0.01% | −696−2.2% | Reduced |
| Quest Partners LLC | 30,610 | $1.15M | 0.06% | −96,486−75.9% | Reduced |
| Nordwand Advisors, LLC | 30,600 | $1.15M | 0.20% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 30,429 | $1.14M | 0.02% | +812+2.7% | Added |
| Investors Research Corp | 29,275 | $1.10M | 0.20% | −300−1.0% | Reduced |
| Great Lakes Advisors, LLC | 29,242 | $1.09M | 0.01% | −11,740−28.6% | Reduced |
| ARGA Investment Management, LP | 28,892 | $1.08M | 0.03% | −11,247−28.0% | Reduced |
| Chase Investment Counsel Corp | 28,663 | $1.07M | 0.30% | −1,576−5.2% | Reduced |
| Merit Financial Group, LLC | 28,365 | $1.06M | 0.01% | +2,063+7.8% | Added |
| Colony Group, LLC | 27,989 | $1.05M | 0.00% | +7,957+39.7% | Added |
| Baird Financial Group, Inc. | 27,927 | $1.05M | 0.00% | −294−1.0% | Reduced |
| Bank of Montreal | 27,879 | $1.04M | 0.00% | −480−1.7% | Reduced |
| Naples Global Advisors, LLC | 27,258 | $1.03M | 0.08% | +70.0% | Added |
| Wolverine Asset Management LLC | 27,087 | $1.01M | 0.01% | +27,087 | New |
| Sierra Summit Advisors LLC | 26,443 | $989.8K | 0.15% | +26,443 | New |
| WBI Investments | 26,354 | $986.4K | 0.26% | +8,411+46.9% | Added |
| Pacer Advisors, Inc. | 25,698 | $961.9K | 0.00% | −11,635−31.2% | Reduced |
| Atria Investments LLC | 25,636 | $959.6K | 0.01% | −14,038−35.4% | Reduced |
| Exchange Traded Concepts, LLC | 25,159 | $941.7K | 0.01% | +1,806+7.7% | Added |
| Gamco Investors, Inc. Et Al | 24,444 | $914.9K | 0.01% | −795−3.1% | Reduced |
| Marshall Wace, LLP | 24,442 | $914.9K | 0.00% | +24,442 | New |
| Csenge Advisory Group | 24,413 | $913.8K | 0.04% | +3,689+17.8% | Added |
| Measured Wealth Private Client Group, LLC | 24,405 | $913.5K | 0.24% | +461+1.9% | Added |
| Xponance, Inc. | 23,823 | $891.7K | 0.01% | −3,996−14.4% | Reduced |
| MML Investors Services, LLC | 23,648 | $885.1K | 0.00% | +4,081+20.9% | Added |
| Clear Harbor Asset Management, LLC | 22,782 | $852.7K | 0.06% | −750−3.2% | Reduced |
| Public Employees Retirement Association of Colorado | 22,320 | $835.0K | 0.00% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 21,897 | $819.6K | 0.07% | +1,219+5.9% | Added |
| Storebrand Asset Management AS | 21,600 | $808.5K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 21,493 | $804.5K | 0.00% | +2,085+10.7% | Added |
| State of Alaska, Department of Revenue | 21,291 | $796.0K | 0.01% | −2,200−9.4% | Reduced |
| Sterling Capital Management LLC | 21,178 | $792.7K | 0.01% | −547−2.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 21,125 | $790.7K | 0.00% | +3,264+18.3% | Added |
| Everence Capital Management Inc | 21,010 | $786.0K | 0.05% | 00.0% | Unchanged |
| Natixis | 20,957 | $784.4K | 0.00% | −3,407−14.0% | Reduced |
| Mirabella Financial Services LLP | 20,871 | $781.2K | 0.08% | +12,760+157.3% | Added |
| The PNC Financial Services Group, Inc. | 20,832 | $779.7K | 0.00% | +7,884+60.9% | Added |
| Global Financial Private Client, LLC | 20,611 | $771.5K | 0.27% | +19+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,442 | $765.1K | 0.00% | +20,442 | New |
| Prudential Financial Inc | 20,044 | $756.3K | 0.00% | −156,732−88.7% | Reduced |
| NBC Securities, Inc. | 20,093 | $752.1K | 0.06% | +50.0% | Added |
| Wealthspire Advisors, LLC | 20,001 | $748.6K | 0.01% | −4,931−19.8% | Reduced |
| Private Advisor Group, LLC | 19,945 | $746.6K | 0.00% | +6,679+50.3% | Added |
| Summit Trail Advisors, LLC | 19,733 | $743.9K | 0.01% | −4,304−17.9% | Reduced |
| CWM, LLC | 19,443 | $728.0K | 0.00% | +1,371+7.6% | Added |
| ISAM Funds (UK) Ltd | 19,133 | $716.1K | 0.26% | +19,133 | New |