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, Q1 2026
Institutional positions in Ugi Corp as of Mar 31, 2026. 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
- 597
- −5 vs. Q4 2025
- Shares held
- 194.1M
- +20.8M (+12.0%) vs. Q4 2025
- Total value
- $7.07B
- +$582.5M (+9.0%) vs. Q4 2025
- New holders
- 68
- 219 more added
- Sold out
- 73
- 199 more reduced
11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 25,659,078 | $934.5M | 0.02% | +233,289+0.9% | Added |
| FMR LLC | 14,082,427 | $512.9M | 0.03% | +686,391+5.1% | Added |
| Vanguard Portfolio Management LLC | 11,930,765 | $434.5M | 0.02% | +11,930,765 | New |
| Vanguard Capital Management LLC | 9,605,356 | $349.8M | 0.01% | +9,605,356 | New |
| Neuberger Berman Group LLC | 8,427,167 | $307.0M | 0.23% | +1,093,158+14.9% | Added |
| State Street Corp | 6,749,087 | $248.3M | 0.01% | −2,332,578−25.7% | Reduced |
| LSV Asset Management | 6,199,039 | $225.8M | 0.49% | +423,530+7.3% | Added |
| Snyder Capital Management L P | 5,366,697 | $195.5M | 3.79% | −144,013−2.6% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 5,342,372 | $194.6M | 0.66% | −203,866−3.7% | Reduced |
| Geode Capital Management, LLC | 4,492,133 | $163.6M | 0.01% | +149,456+3.4% | Added |
| Captrust Financial Advisors | 3,518,196 | $128.1M | 0.22% | +326,752+10.2% | Added |
| Northern Trust Corp | 3,506,047 | $127.7M | 0.02% | +89,389+2.6% | Added |
| Morgan Stanley | 3,070,125 | $111.8M | 0.01% | +301,335+10.9% | Added |
| Dimensional Fund Advisors LP | 2,901,699 | $105.7M | 0.02% | +35,583+1.2% | Added |
| Bank of New York Mellon Corp | 2,876,897 | $104.8M | 0.02% | +363,596+14.5% | Added |
| Invesco Ltd. | 2,740,069 | $99.8M | 0.01% | −746,263−21.4% | Reduced |
| Hamlin Capital Management, LLC | 2,639,989 | $96.1M | 2.32% | +2,053,049+349.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,485,146 | $90.5M | 0.22% | +281,599+12.8% | Added |
| Charles Schwab Investment Management Inc | 2,462,980 | $89.7M | 0.01% | +54,656+2.3% | Added |
| Federated Hermes, Inc. | 1,970,523 | $71.8M | 0.12% | −116,705−5.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,887,304 | $68.7M | 0.06% | +72,551+4.0% | Added |
| Goldman Sachs Group Inc | 1,775,356 | $64.7M | 0.01% | −167,668−8.6% | Reduced |
| Jupiter Asset Management Ltd | 1,770,406 | $64.5M | 0.34% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,654,427 | $60.3M | 0.01% | −186,297−10.1% | Reduced |
| Marshall Wace, LLP | 1,617,489 | $58.9M | 0.06% | +1,593,047+6,517.7% | Added |
| Arrowstreet Capital, Limited Partnership | 1,593,122 | $58.0M | 0.03% | +1,249,374+363.5% | Added |
| First Trust Advisors LP | 1,521,047 | $55.4M | 0.04% | −1,307,677−46.2% | Reduced |
| Vanguard Fiduciary Trust Co | 1,332,798 | $48.5M | 0.01% | +1,332,798 | New |
| Bragg Financial Advisors, Inc | 1,321,705 | $48.1M | 1.52% | +5,343+0.4% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,309,086 | $47.7M | 0.25% | −93,806−6.7% | Reduced |
| Energy Income Partners, LLC | 1,283,595 | $46.7M | 0.75% | +40,266+3.2% | Added |
| Victory Capital Management Inc | 1,208,297 | $44.0M | 0.03% | −89,807−6.9% | Reduced |
| Diamond Hill Capital Management Inc | 1,204,913 | $43.9M | 0.27% | +8,549+0.7% | Added |
| Artisan Partners Limited Partnership | 1,201,838 | $43.8M | 0.07% | −86,873−6.7% | Reduced |
| JPMorgan Chase & Co | 1,187,798 | $43.6M | 0.00% | −47,264−3.8% | Reduced |
| Mackenzie Financial Corp | 1,085,937 | $39.5M | 0.05% | +205,166+23.3% | Added |
| Thrivent Financial for Lutherans | 1,006,018 | $36.6M | 0.07% | −52,822−5.0% | Reduced |
| Private Management Group Inc | 954,418 | $34.8M | 1.00% | −6,368−0.7% | Reduced |
| Loomis Sayles & Co L P | 946,556 | $34.5M | 0.05% | −24,098−2.5% | Reduced |
| AQR Capital Management LLC | 924,617 | $33.7M | 0.02% | +26,669+3.0% | Added |
| Royal Bank of Canada | 875,650 | $31.9M | 0.01% | +151,830+21.0% | Added |
| Raymond James Financial Inc | 799,233 | $29.1M | 0.01% | +418,585+110.0% | Added |
| Man Group plc | 779,141 | $28.4M | 0.06% | +291,561+59.8% | Added |
| River Road Asset Management, LLC | 778,691 | $28.4M | 0.32% | +778,691 | New |
| Bank of America Corp | 769,877 | $28.0M | 0.00% | −21,088−2.7% | Reduced |
| Russell Investments Group, Ltd. | 760,269 | $27.7M | 0.03% | +23,820+3.2% | Added |
| Arbejdsmarkedets Tillaegspension | 693,394 | $25.3M | 0.63% | +77,263+12.5% | Added |
| Squarepoint Ops LLC | 679,174 | $24.7M | 0.05% | −974,195−58.9% | Reduced |
| SEI Investments Co | 671,769 | $24.5M | 0.02% | +207,174+44.6% | Added |
| Qube Research & Technologies Ltd | 664,678 | $24.2M | 0.03% | −177,819−21.1% | Reduced |
| UBS Group AG | 658,892 | $24.0M | 0.00% | −435,629−39.8% | Reduced |
| Massachusetts Financial Services Co | 658,293 | $24.0M | 0.01% | −101,286−13.3% | Reduced |
| Cresset Asset Management, LLC | 637,849 | $23.5M | 0.10% | +6,549+1.0% | Added |
| Gabelli Funds LLC | 632,975 | $23.1M | 0.16% | −2,289−0.4% | Reduced |
| UBS Asset Management Americas Inc | 625,245 | $22.8M | 0.00% | +21,480+3.6% | Added |
| Retirement Systems of Alabama | 611,393 | $22.3M | 0.07% | +5,190+0.9% | Added |
| Balyasny Asset Management LLC | 595,195 | $21.7M | 0.04% | +461,945+346.7% | Added |
| Allianz Asset Management GmbH | 593,220 | $21.6M | 0.02% | +131,500+28.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 591,049 | $21.5M | 0.02% | +358,656+154.3% | Added |
| Nuveen, LLC | 590,687 | $21.5M | 0.01% | +3,695+0.6% | Added |
| Rhumbline Advisers | 575,461 | $21.0M | 0.02% | +18,470+3.3% | Added |
| D. E. Shaw & Co., Inc. | 508,133 | $18.5M | 0.01% | +508,133 | New |
| Principal Financial Group Inc | 479,105 | $17.4M | 0.01% | +16,763+3.6% | Added |
| Burney Co | 466,361 | $17.0M | 0.53% | −105,404−18.4% | Reduced |
| California Public Employees Retirement System | 460,420 | $16.8M | 0.01% | +34,054+8.0% | Added |
| LPL Financial LLC | 443,772 | $16.2M | 0.00% | +23,983+5.7% | Added |
| Franklin Resources Inc | 435,675 | $15.9M | 0.00% | +160,595+58.4% | Added |
| Wedge Capital Management L L P | 432,725 | $15.8M | 0.29% | −4,504−1.0% | Reduced |
| Swiss National Bank | 425,000 | $15.5M | 0.01% | +1,200+0.3% | Added |
| Kennedy Capital Management, Inc. | 423,971 | $15.4M | 0.33% | −6,732−1.6% | Reduced |
| Wellington Management Group LLP | 409,462 | $14.9M | 0.00% | −16,831−3.9% | Reduced |
| Alliancebernstein L.P. | 386,338 | $14.5M | 0.00% | +39,200+11.3% | Added |
| Ancora Advisors, LLC | 395,359 | $14.4M | 0.31% | −6,950−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 393,505 | $14.3M | 0.01% | +62,141+18.8% | Added |
| Millennium Management LLC | 392,799 | $14.3M | 0.01% | −281,894−41.8% | Reduced |
| Callodine Capital Management, LP | 387,287 | $14.1M | 0.99% | −288,082−42.7% | Reduced |
| Price T Rowe Associates Inc | 385,432 | $14.0M | 0.00% | +62,669+19.4% | Added |
| BW Gestao de Investimentos Ltda. | 377,800 | $13.8M | 0.61% | −23,794−5.9% | Reduced |
| Renaissance Technologies LLC | 360,783 | $13.1M | 0.02% | +146,563+68.4% | Added |
| Quantinno Capital Management LP | 357,273 | $13.0M | 0.02% | +139,406+64.0% | Added |
| Legal & General Group Plc | 355,530 | $12.9M | 0.00% | −70,336−16.5% | Reduced |
| SIR Capital Management, L.P. | 352,450 | $12.8M | 1.20% | +22,733+6.9% | Added |
| Hennessy Advisors Inc | 346,152 | $12.6M | 0.46% | −11,800−3.3% | Reduced |
| Oxbow Advisors, LLC | 327,315 | $11.9M | 1.01% | +19,381+6.3% | Added |
| Roffman Miller Associates Inc | 304,684 | $11.1M | 0.64% | +21,037+7.4% | Added |
| RPG Investment Advisory, LLC | 285,356 | $10.4M | 1.25% | −5,447−1.9% | Reduced |
| Wells Fargo & Company | 280,077 | $10.2M | 0.00% | −43,782−13.5% | Reduced |
| Crossmark Global Holdings, Inc. | 278,337 | $10.1M | 0.15% | +263,027+1,718.0% | Added |
| Sanctuary Advisors, LLC | 276,266 | $10.1M | 0.05% | −4,728−1.7% | Reduced |
| Sourcerock Group LLC | 268,804 | $9.79M | 0.41% | −235,781−46.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 257,367 | $9.37M | 0.02% | +55,854+27.7% | Added |
| California State Teachers Retirement System | 252,074 | $9.18M | 0.01% | +46,580+22.7% | Added |
| Cyndeo Wealth Partners, LLC | 250,772 | $9.13M | 0.48% | −11,770−4.5% | Reduced |
| Hudson Bay Capital Management LP | 234,421 | $8.54M | 0.05% | −51,889−18.1% | Reduced |
| Voya Investment Management LLC | 223,787 | $8.15M | 0.01% | +97,067+76.6% | Added |
| Stansberry Asset Management, LLC | 223,053 | $8.12M | 0.84% | +4,950+2.3% | Added |
| New York State Teachers Retirement System | 212,552 | $7.74M | 0.02% | −7,158−3.3% | Reduced |
| Empowered Funds, LLC | 203,309 | $7.40M | 0.05% | +203,309 | New |
| Picton Mahoney Asset Management | 195,563 | $7.12M | 0.07% | −2,766−1.4% | Reduced |
| State Board of Administration of Florida Retirement System | 189,712 | $6.91M | 0.01% | 00.0% | Unchanged |