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 |
|---|---|---|---|---|---|
| Commerce Bank | 16,923 | $616.3K | 0.00% | +1,015+6.4% | Added |
| ARGA Investment Management, LP | 17,112 | $623.2K | 0.02% | −11,780−40.8% | Reduced |
| Apella Capital, LLC | 17,222 | $633.4K | 0.01% | −390−2.2% | Reduced |
| Ascent Group, LLC | 17,553 | $639.3K | 0.02% | +1,716+10.8% | Added |
| Asset Management One Co.,Ltd. | 17,624 | $641.9K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 17,656 | $643.0K | 0.00% | −1,025−5.5% | Reduced |
| Wesbanco Bank Inc | 17,689 | $644.2K | 0.02% | +9,900+127.1% | Added |
| Wealthspire Advisors, LLC | 17,718 | $645.3K | 0.01% | −2,283−11.4% | Reduced |
| Prospera Financial Services Inc | 18,196 | $663.3K | 0.01% | +5,253+40.6% | Added |
| FIL Ltd | 18,266 | $665.2K | 0.00% | −67,898−78.8% | Reduced |
| Occudo Quantitative Strategies LP | 18,541 | $669.1K | 0.04% | −51,334−73.5% | Reduced |
| Childress Capital Advisors, LLC | 18,849 | $686.5K | 0.12% | +1,265+7.2% | Added |
| Centiva Capital, LP | 19,052 | $693.9K | 0.03% | +19,052 | New |
| Cambria Investment Management, L.P. | 19,184 | $698.7K | 0.04% | +1,941+11.3% | Added |
| Swiss Life Asset Management Ltd | 19,251 | $701.1K | 0.00% | +2,800+17.0% | Added |
| Prudential Financial Inc | 19,348 | $704.7K | 0.00% | −696−3.5% | Reduced |
| CWM, LLC | 19,725 | $718.4K | 0.00% | +282+1.5% | Added |
| Live Oak Investment Partners | 20,205 | $735.9K | 0.43% | +2,124+11.7% | Added |
| NBC Securities, Inc. | 20,220 | $736.4K | 0.06% | +127+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,442 | $744.5K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 21,102 | $768.5K | 0.00% | −410,153−95.1% | Reduced |
| Natixis | 21,173 | $771.1K | 0.00% | +216+1.0% | Added |
| Global Financial Private Client, LLC | 21,441 | $780.9K | 0.26% | +830+4.0% | Added |
| Fieldview Capital Management, LLC | 21,521 | $783.8K | 0.23% | +21,521 | New |
| Storebrand Asset Management AS | 21,600 | $786.7K | 0.00% | 00.0% | Unchanged |
| WBI Investments | 21,680 | $789.6K | 0.22% | −4,674−17.7% | Reduced |
| Millington Securities, LLC | 21,680 | $789.6K | 0.22% | +21,680 | New |
| MML Investors Services, LLC | 21,723 | $791.1K | 0.00% | −1,925−8.1% | Reduced |
| State of Alaska, Department of Revenue | 21,776 | $793.0K | 0.01% | +485+2.3% | Added |
| Prudential PLC | 22,117 | $805.5K | 0.01% | +22,117 | New |
| Exchange Traded Concepts, LLC | 22,198 | $808.5K | 0.01% | −2,961−11.8% | Reduced |
| Public Employees Retirement Association of Colorado | 22,320 | $813.0K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 22,782 | $829.7K | 0.06% | 00.0% | Unchanged |
| Atria Investments LLC | 24,247 | $883.1K | 0.01% | −1,389−5.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 24,329 | $886.1K | 0.24% | −76−0.3% | Reduced |
| Kestra Advisory Services, LLC | 24,428 | $889.7K | 0.00% | +2,935+13.7% | Added |
| Gamco Investors, Inc. Et Al | 24,823 | $904.1K | 0.01% | +379+1.6% | Added |
| SummitTX Capital, L.P. | 24,965 | $909.2K | 0.03% | +24,965 | New |
| Wolverine Asset Management LLC | 25,087 | $913.7K | 0.01% | −2,000−7.4% | Reduced |
| Nilsine Partners, LLC | 25,054 | $932.8K | 0.07% | +3,157+14.4% | Added |
| Csenge Advisory Group | 26,078 | $949.8K | 0.04% | +1,665+6.8% | Added |
| Great Lakes Advisors, LLC | 26,820 | $976.8K | 0.01% | −2,422−8.3% | Reduced |
| Baird Financial Group, Inc. | 27,269 | $993.1K | 0.00% | −658−2.4% | Reduced |
| Naples Global Advisors, LLC | 27,036 | $994.4K | 0.07% | −222−0.8% | Reduced |
| Investors Research Corp | 27,875 | $1.02M | 0.19% | −1,400−4.8% | Reduced |
| Summit Trail Advisors, LLC | 28,335 | $1.03M | 0.01% | +8,602+43.6% | Added |
| Inceptionr LLC | 28,421 | $1.04M | 0.25% | +12,253+75.8% | Added |
| Chase Investment Counsel Corp | 28,663 | $1.04M | 0.27% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 28,785 | $1.05M | 0.01% | +420+1.5% | Added |
| First Citizens Bank & Trust Co | 29,093 | $1.06M | 0.02% | −1,336−4.4% | Reduced |
| Loudon Investment Management, LLC | 29,285 | $1.07M | 0.57% | −6,300−17.7% | Reduced |
| Xponance, Inc. | 29,293 | $1.07M | 0.01% | +5,470+23.0% | Added |
| Mork Capital Management, LLC | 29,360 | $1.07M | 0.76% | −6,340−17.8% | Reduced |
| Axq Capital, LP | 29,564 | $1.08M | 0.14% | −16,447−35.7% | Reduced |
| Mariner, LLC | 30,103 | $1.10M | 0.00% | −5,570−15.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 30,104 | $1.10M | 0.01% | −1,464−4.6% | Reduced |
| Allstate Corp | 30,448 | $1.11M | 0.01% | +30,448 | New |
| Nordwand Advisors, LLC | 30,600 | $1.11M | 0.19% | 00.0% | Unchanged |
| BCM Advisors, LLC | 32,225 | $1.12M | 0.22% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 31,039 | $1.13M | 0.01% | −87−0.3% | Reduced |
| CastleKnight Management LP | 31,600 | $1.15M | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 31,635 | $1.15M | 0.02% | −3,615−10.3% | Reduced |
| Pacer Advisors, Inc. | 32,665 | $1.19M | 0.00% | +6,967+27.1% | Added |
| Abundance Wealth Counselors | 33,427 | $1.22M | 0.17% | −1,187−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 33,322 | $1.23M | 0.00% | −7,726−18.8% | Reduced |
| HSBC Holdings PLC | 34,597 | $1.26M | 0.00% | −43,185−55.5% | Reduced |
| Toroso Investments, LLC | 34,691 | $1.26M | 0.00% | −2,759−7.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 35,232 | $1.28M | 0.00% | −44,053−55.6% | Reduced |
| Argyle Capital Management Inc. | 37,024 | $1.35M | 0.44% | +150+0.4% | Added |
| CI Private Wealth, LLC | 37,984 | $1.36M | 0.00% | +3,812+11.2% | Added |
| Applied Finance Capital Management, LLC | 37,506 | $1.37M | 0.10% | −1,111−2.9% | Reduced |
| Consolidated Planning Corp | 37,789 | $1.38M | 0.22% | +3,718+10.9% | Added |
| South Dakota Investment Council | 38,266 | $1.39M | 0.03% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 38,477 | $1.40M | 0.24% | +1,941+5.3% | Added |
| Ameritas Investment Partners, Inc. | 39,541 | $1.44M | 0.04% | +152+0.4% | Added |
| Vestcor Inc | 39,754 | $1.45M | 0.04% | −3,189−7.4% | Reduced |
| Cornerstone Select Advisors, LLC | 40,124 | $1.46M | 0.91% | +5,515+15.9% | Added |
| Aristotle Capital Boston, LLC | 40,759 | $1.49M | 0.09% | +94+0.2% | Added |
| Colony Group, LLC | 40,962 | $1.49M | 0.00% | +12,973+46.4% | Added |
| Advisor Group Holdings, Inc. | 41,788 | $1.52M | 0.00% | −197−0.5% | Reduced |
| Landscape Capital Management, L.L.C. | 42,378 | $1.54M | 0.10% | +23,439+123.8% | Added |
| New Mexico Educational Retirement Board | 42,800 | $1.56M | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 43,443 | $1.60M | 0.02% | +13,095+43.1% | Added |
| CIBC Bancorp USA Inc. | 43,884 | $1.60M | 0.00% | +43,884 | New |
| Oregon Public Employees Retirement Fund | 44,026 | $1.60M | 0.02% | +1,300+3.0% | Added |
| Gsa Capital Partners LLP | 45,344 | $1.65M | 0.10% | +45,344 | New |
| Canada Pension Plan Investment Board | 45,384 | $1.65M | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 47,128 | $1.73M | 0.30% | +47,128 | New |
| Jones Financial Companies LLLP | 47,348 | $1.74M | 0.00% | +2,922+6.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 48,084 | $1.75M | 0.03% | −30.0% | Reduced |
| Ci Investments Inc. | 48,923 | $1.78M | 0.01% | −377−0.8% | Reduced |
| Kendall Capital Management | 48,978 | $1.78M | 0.37% | +7,288+17.5% | Added |
| Green Square Capital Advisors LLC | 48,985 | $1.78M | 0.19% | +3,676+8.1% | Added |
| Jacobi Capital Management LLC | 49,529 | $1.80M | 0.10% | +381+0.8% | Added |
| Walleye Capital LLC | 49,530 | $1.80M | 0.01% | +49,530 | New |
| RBF Capital, LLC | 50,000 | $1.82M | 0.09% | 00.0% | Unchanged |
| Amundi | 50,976 | $1.86M | 0.00% | −248,157−83.0% | Reduced |
| State of Michigan Retirement System | 51,658 | $1.88M | 0.01% | +900+1.8% | Added |
| The PNC Financial Services Group, Inc. | 52,681 | $1.92M | 0.00% | +31,849+152.9% | Added |
| Pathstone Holdings, LLC | 53,304 | $1.94M | 0.01% | −737−1.4% | Reduced |