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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.

Q1 2026 vs. Q4 2025

How the institutions holding Ugi Corp changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of UGI: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders61311597−5
Shares199.3M26.0M194.1M+20.8M (+12.0%)
Value$7.46B$973.6M$7.07B+$582.5M (+9.0%)

11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Ugi Corp at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to UGI in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC11,930,765$434.5M0.02%
Vanguard Capital Management LLC9,605,356$349.8M0.01%
Vanguard Fiduciary Trust Co1,332,798$48.5M0.01%
River Road Asset Management, LLC778,691$28.4M0.32%
D. E. Shaw & Co., Inc.508,133$18.5M0.01%
Empowered Funds, LLC203,309$7.40M0.05%
Vanguard Asset Management, Ltd169,969$6.19M0.01%
Atom Investors LP88,640$3.23M0.23%
Vanguard Global Advisers, LLC86,031$3.13M0.00%
National Bank of Canada79,617$2.90M0.00%
Hancock Whitney Corp58,900$2.13M0.04%
Healthcare of Ontario Pension Plan Trust Fund54,617$1.99M0.00%
Vanguard Investments Australia, Ltd.54,468$1.98M0.01%
Walleye Capital LLC49,530$1.80M0.01%
Fox Run Management, L.L.C.47,128$1.73M0.30%
Gsa Capital Partners LLP45,344$1.65M0.10%
CIBC Bancorp USA Inc.43,884$1.60M0.00%
Allstate Corp30,448$1.11M0.01%
SummitTX Capital, L.P.24,965$909.2K0.03%
Prudential PLC22,117$805.5K0.01%
Millington Securities, LLC21,680$789.6K0.22%
Fieldview Capital Management, LLC21,521$783.8K0.23%
Centiva Capital, LP19,052$693.9K0.03%
Aristeia Capital LLC16,789$611.5K0.01%
Catalyst Funds Management Pty Ltd16,033$583.9K0.10%
Integrated Wealth Concepts LLC15,969$581.6K0.00%
Harrell Investment Partners, LLC12,613$459.4K0.11%
Vident Advisory, LLC11,575$421.6K0.00%
DnB Asset Management AS11,489$418.4K0.00%
Banco Santander, S.A.10,652$387.9K0.00%
Golden State Equity Partners9,959$362.7K0.03%
Corundum Trust Company, INC9,773$355.9K0.81%
Clark Financial Services Group Inc9,392$342.1K0.19%
QRG Capital Management, Inc.8,827$321.5K0.00%
Arkadios Wealth Advisors7,731$281.6K0.00%
Lido Advisors, LLC7,340$269.9K0.00%
Shelton Capital Management7,208$262.5K0.01%
Winton Group Ltd7,071$257.5K0.01%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,215$226.3K0.01%
Graham Capital Management, L.P.6,019$219.2K0.01%
Guardian Partners Inc.5,731$208.7K0.02%
GeoWealth Management, LLC5,589$203.5K0.01%
Convergence Financial, LLC5,520$201.0K0.02%
OP Asset Management Ltd4,959$180.6K0.00%
New Age Alpha Advisors, LLC4,953$180.4K0.01%
Sittner & Nelson, LLC2,991$108.9K0.04%
Vision Retirement, LLC2,411$87.8K0.02%
Beacon Investment Advisory Services, Inc.1,800$65.6K0.00%
Employees Retirement System of Texas1,019$37.0K0.00%
Cassaday & Co Wealth Management LLC787$28.7K0.00%
Mather Group, LLC.716$26.1K0.00%
Owl Creek Wealth Partners LLC385$14.0K0.00%
Innovative Asset Advisors Group, LLC296$10.9K0.01%
Community Financial Services Group, LLC216$7.79K0.00%
Twin Peaks Wealth Advisors, LLC199$7.25K0.00%
Wall Street Financial Group, Inc.166$6.05K0.00%
Cedar Mountain Advisors, LLC116$4.22K0.00%
Signature Resources Capital Management, LLC103$3.76K0.00%
Bayban83$3.02K0.00%
First Pacific Financial51$1.86K0.00%
ZRC Wealth Management, LLC49$1.78K0.00%
NBT Bank N A36$1.31K0.00%
Whipplewood Advisors, LLC28$1.02K0.00%
Grove Bank & Trust13$4730.00%
Vermillion Wealth Management, Inc.12$4370.00%
Atlantic Union Bankshares Corp8$2910.00%
Financial Consulate, Inc5$1830.00%
Curio Wealth, LLC3$1090.00%

Sold out (73)

Institutions that held Ugi Corp at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of UGI in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Point72 Asset Management, L.P.1,732,942$64.9M
Meiji Yasuda Asset Management Co Ltd.431,818$16.2M
Heartland Advisors Inc319,000$11.9M
St. James Investment Company, LLC236,712$8.86M
Janney Montgomery Scott LLC211,187$7.91M
Allspring Global Investments Holdings, LLC191,802$7.22M
Two Sigma Advisers, LP160,100$5.99M
Edgestream Partners, L.P.159,676$5.98M
Hartree Partners, LP119,300$4.47M
Aquatic Capital Management LLC93,384$3.50M
Hourglass Capital, LLC87,030$3.26M
Ontario Teachers Pension Plan Board82,360$3.08M
Ethic Inc.79,319$2.97M
Y-Intercept (Hong Kong) Ltd78,449$2.94M
Coppell Advisory Solutions LLC76,757$2.90M
Voloridge Investment Management, LLC67,215$2.52M
U.S. Capital Wealth Advisors, LLC63,802$2.39M
Magnetar Financial LLC61,166$2.29M
Oakmont Investment Advisors, Inc.56,739$2.12M
Jump Financial, LLC49,455$1.85M
Baker Avenue Asset Management, LP39,917$1.49M
Convergence Investment Partners, LLC39,131$1.46M
Quest Partners LLC30,610$1.15M
Sierra Summit Advisors LLC26,443$989.8K
ISAM Funds (UK) Ltd19,133$716.1K
Bridgefront Capital, LLC16,944$634.2K
Versor Investments LP16,438$615.3K
IFG Advisory, LLC16,263$608.7K
Burns Matteson Capital Management, LLC16,029$600.0K
Park Avenue Securities LLC14,732$551.0K
Tevis Investment Management15,520$522.0K
Wright Investors Service Inc13,167$492.8K
Teacher Retirement System of Texas11,028$412.8K
J.W. Cole Advisors, Inc.10,615$397.3K
Change Path, LLC10,184$381.2K
Sciencast Management LP9,942$372.1K
ExodusPoint Capital Management, LP9,464$354.2K
Moran Wealth Management, LLC8,522$319.0K
Tectonic Advisors LLC8,038$300.9K
Wexford Capital LP7,289$272.8K
Verition Fund Management LLC7,000$262.0K
Farringdon Capital, Ltd.6,703$250.9K
Salvus Wealth Management, LLC6,410$239.9K
R Squared Ltd6,226$233.0K
Aigen Investment Management, LP6,159$230.5K
Blair William & Co5,783$216.4K
DRW Securities, LLC5,772$216.0K
Coldstream Capital Management Inc5,618$210.3K
Sunpointe, LLC5,409$204.5K
Trust Co of Virginia5,421$202.9K
Flputnam Investment Management Co5,420$202.9K
Centaurus Financial, Inc.2,883$108.0K
Wealth Preservation Advisors, LLC2,669$99.9K
SageView Advisory Group, LLC2,042$76.4K
Quintet Private Bank (Europe) S.A.1,880$70.4K
Caitong International Asset Management Co., Ltd1,688$63.2K
Tompkins Financial Corp1,262$47.2K
V-Square Quantitative Management LLC876$32.8K
First Financial Corp750$28.1K
DV Trading LLC616$23.1K
William B. Walkup & Associates, Inc.560$21.0K
Bokf, NA494$18.5K
Leonteq Securities AG152$5.69K
Elyxium Wealth, LLC114$4.29K
Flagship Harbor Advisors, LLC84$3.18K
T. Rowe Price Investment Management, Inc.77$3.00K
Tucker Asset Management LLC59$2.21K
Basecamp Wealth Advisors LLC57$2.13K
Camelot Portfolios, LLC45$1.67K
Wealth Watch Advisors, INC22$823
Eastern Bank13$487
TD Waterhouse Canada Inc.12$449
Key Financial Inc8$299

Not filed for Q1 2026 yet (11)

Institutions that held Ugi Corp at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc22,682,203$849.0M
Norges Bank2,942,537$110.1M
Comerica Bank162,593$6.09M
Meritage Portfolio Management136,203$5.10M
Brandywine Global Investment Management, LLC50,415$1.89M
Global Retirement Partners, LLC13,218$494.7K
EMC Capital Management11,109$416.0K
CIBC Private Wealth Group, LLC10,817$404.9K
Motiv8 Investments LLC742$28.0K
ORG Partners LLC500$18.7K
Trust Co of Vermont459$17.2K