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 |
|---|---|---|---|---|---|
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,778 | $1.96M | 0.01% | −50.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 54,468 | $1.98M | 0.01% | +54,468 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 54,617 | $1.99M | 0.00% | +54,617 | New |
| Aventail Capital Group, LP | 54,735 | $1.99M | 0.10% | +12,003+28.1% | Added |
| Manning & Napier Advisors LLC | 55,348 | $2.02M | 0.03% | −37,256−40.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 56,437 | $2.06M | 0.01% | +9,455+20.1% | Added |
| MSH Capital Advisors LLC | 56,508 | $2.06M | 0.44% | +208+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 56,736 | $2.07M | 0.01% | −13,335−19.0% | Reduced |
| Deutsche Bank AG | 57,742 | $2.10M | 0.00% | −2,083−3.5% | Reduced |
| Hancock Whitney Corp | 58,900 | $2.13M | 0.04% | +58,900 | New |
| Arizona State Retirement System | 59,002 | $2.15M | 0.01% | −805−1.3% | Reduced |
| First National Trust Co | 60,341 | $2.20M | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 60,898 | $2.22M | 0.02% | −5,183−7.8% | Reduced |
| Alps Advisors Inc | 61,334 | $2.23M | 0.01% | −2,964−4.6% | Reduced |
| State of New Jersey Common Pension Fund D | 61,766 | $2.25M | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 61,794 | $2.25M | 0.00% | +20,852+50.9% | Added |
| Louisiana State Employees Retirement System | 62,200 | $2.27M | 0.04% | +2,700+4.5% | Added |
| Cozad Asset Management Inc | 64,266 | $2.34M | 0.18% | +1,056+1.7% | Added |
| Teachers Retirement System of the State of Kentucky | 66,450 | $2.42M | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 66,500 | $2.44M | 0.01% | −24,800−27.2% | Reduced |
| Yousif Capital Management, LLC | 67,230 | $2.45M | 0.03% | −4,069−5.7% | Reduced |
| Pinebridge Investments LLC | 67,245 | $2.45M | 0.02% | +20,533+44.0% | Added |
| Public Employees Retirement System of Ohio | 67,771 | $2.47M | 0.01% | −1,933−2.8% | Reduced |
| Guggenheim Capital LLC | 68,914 | $2.51M | 0.02% | +13,683+24.8% | Added |
| Elo Mutual Pension Insurance Co | 69,994 | $2.55M | 0.04% | +14,696+26.6% | Added |
| Quantbot Technologies LP | 70,731 | $2.58M | 0.11% | +1,605+2.3% | Added |
| Two Sigma Investments, LP | 71,261 | $2.60M | 0.00% | +13,183+22.7% | Added |
| Engineers Gate Manager LP | 71,456 | $2.60M | 0.03% | +9,834+16.0% | Added |
| Easterly Investment Partners LLC | 71,503 | $2.62M | 0.20% | 00.0% | Unchanged |
| Nomura Asset Management International Inc. | 72,900 | $2.65M | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 73,426 | $2.67M | 0.00% | +2,641+3.7% | Added |
| Citigroup Inc | 73,687 | $2.68M | 0.00% | −150,395−67.1% | Reduced |
| Boothbay Fund Management, LLC | 74,501 | $2.71M | 0.06% | −49,537−39.9% | Reduced |
| Waterloo Capital, L.P. | 74,708 | $2.72M | 0.19% | −667−0.9% | Reduced |
| Walsky Investment Management, Inc. | 75,265 | $2.74M | 2.80% | +87+0.1% | Added |
| KBC Group NV | 76,743 | $2.79M | 0.01% | +516+0.7% | Added |
| Oak Thistle LLC | 79,268 | $2.89M | 0.28% | +35,835+82.5% | Added |
| National Bank of Canada | 79,617 | $2.90M | 0.00% | +79,617 | New |
| NewEdge Wealth, LLC | 80,140 | $2.92M | 0.03% | +28,476+55.1% | Added |
| Creative Planning | 81,193 | $2.96M | 0.00% | +7,352+10.0% | Added |
| Mutual of America Capital Management LLC | 82,253 | $3.00M | 0.03% | −7,193−8.0% | Reduced |
| Natixis Advisors, L.P. | 83,325 | $3.03M | 0.00% | +11,246+15.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,540 | $3.04M | 0.01% | −7,864−8.6% | Reduced |
| Bridgewater Associates, LP | 85,312 | $3.11M | 0.01% | +17,472+25.8% | Added |
| Vanguard Global Advisers, LLC | 86,031 | $3.13M | 0.00% | +86,031 | New |
| M&T Bank Corp | 87,673 | $3.19M | 0.01% | +5,426+6.6% | Added |
| Atom Investors LP | 88,640 | $3.23M | 0.23% | +88,640 | New |
| Ensign Peak Advisors, Inc | 89,117 | $3.25M | 0.01% | +1,188+1.4% | Added |
| American Century Companies Inc | 89,343 | $3.25M | 0.00% | −168,668−65.4% | Reduced |
| Martingale Asset Management L P | 90,972 | $3.31M | 0.08% | −2,027−2.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 91,141 | $3.32M | 0.03% | +705+0.8% | Added |
| Evolve Private Wealth, LLC | 91,800 | $3.34M | 0.18% | +20,726+29.2% | Added |
| Treasurer of the State of North Carolina | 92,053 | $3.35M | 0.01% | +1,965+2.2% | Added |
| GWM Advisors LLC | 92,426 | $3.37M | 0.01% | −1,876−2.0% | Reduced |
| Bill Few Associates, Inc. | 93,169 | $3.39M | 0.81% | +2,037+2.2% | Added |
| Oppenheimer & Co Inc | 95,011 | $3.46M | 0.04% | +7,552+8.6% | Added |
| State of Tennessee, Treasury Department | 96,084 | $3.50M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 97,459 | $3.55M | 0.03% | −70,612−42.0% | Reduced |
| Algert Global LLC | 97,890 | $3.57M | 0.05% | +26,300+36.7% | Added |
| Janus Henderson Group PLC | 98,107 | $3.58M | 0.00% | −2,586−2.6% | Reduced |
| Virginia Retirement Systems Et Al | 98,700 | $3.59M | 0.03% | +1,100+1.1% | Added |
| Synergy Financial Management, LLC | 101,224 | $3.69M | 0.39% | +1,557+1.6% | Added |
| Intech Investment Management LLC | 102,142 | $3.72M | 0.04% | −237,644−69.9% | Reduced |
| Susquehanna International Group, LLP | 105,246 | $3.83M | 0.00% | +65,267+163.3% | Added |
| Stifel Financial Corp | 105,310 | $3.84M | 0.00% | +47,861+83.3% | Added |
| MetLife Investment Management | 105,591 | $3.85M | 0.02% | +572+0.5% | Added |
| Amalgamated Bank | 106,042 | $3.86M | 0.03% | +9,616+10.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 108,332 | $3.95M | 0.01% | −3,773−3.4% | Reduced |
| Advisors Asset Management, Inc. | 109,718 | $4.00M | 0.07% | −57,688−34.5% | Reduced |
| New York State Common Retirement Fund | 110,690 | $4.03M | 0.01% | −706−0.6% | Reduced |
| Tudor Investment Corp Et Al | 112,059 | $4.08M | 0.02% | +105,876+1,712.4% | Added |
| Brevan Howard Capital Management LP | 114,784 | $4.18M | 0.04% | +78,127+213.1% | Added |
| Nisa Investment Advisors, LLC | 113,680 | $4.18M | 0.02% | −11,690−9.3% | Reduced |
| Pictet Asset Management Holding SA | 118,008 | $4.30M | 0.00% | −1,114,750−90.4% | Reduced |
| Edmp, Inc. | 118,392 | $4.31M | 3.49% | −941−0.8% | Reduced |
| State of Wisconsin Investment Board | 119,351 | $4.35M | 0.01% | −14,446−10.8% | Reduced |
| Miller Value Partners, LLC | 121,000 | $4.41M | 1.15% | −141,000−53.8% | Reduced |
| XTX Topco Ltd | 122,753 | $4.47M | 0.08% | +56,615+85.6% | Added |
| Northwest & Ethical Investments L.P. | 122,821 | $4.47M | 0.10% | +1,784+1.5% | Added |
| Citadel Advisors LLC | 125,884 | $4.58M | 0.00% | −323,294−72.0% | Reduced |
| Covalis Capital LLP | 131,716 | $4.80M | 0.30% | −91,085−40.9% | Reduced |
| SG Americas Securities, LLC | 131,938 | $4.80M | 0.01% | −95,529−42.0% | Reduced |
| Commonwealth Equity Services, LLC | 132,340 | $4.82M | 0.01% | −113,613−46.2% | Reduced |
| Envestnet Asset Management Inc | 132,771 | $4.84M | 0.00% | +41,103+44.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 135,797 | $4.95M | 0.01% | +75,941+126.9% | Added |
| Cerity Partners LLC | 139,042 | $5.06M | 0.01% | −10,088−6.8% | Reduced |
| Great West Life Assurance Co | 140,403 | $5.12M | 0.01% | +474+0.3% | Added |
| Illinois Municipal Retirement Fund | 143,875 | $5.24M | 0.07% | +15,228+11.8% | Added |
| Bank of Montreal | 152,421 | $5.55M | 0.00% | +124,542+446.7% | Added |
| CSM Advisors, LLC | 163,906 | $5.97M | 0.15% | +14,525+9.7% | Added |
| Principal Street Partners, LLC | 164,384 | $5.99M | 0.98% | −1,786−1.1% | Reduced |
| HighTower Advisors, LLC | 168,577 | $6.14M | 0.01% | −15,746−8.5% | Reduced |
| Vanguard Asset Management, Ltd | 169,969 | $6.19M | 0.01% | +169,969 | New |
| Fifth Third Bancorp | 174,195 | $6.34M | 0.01% | +170,890+5,170.7% | Added |
| Barclays PLC | 175,802 | $6.40M | 0.00% | −91,367−34.2% | Reduced |
| Foster & Motley Inc | 180,398 | $6.57M | 0.34% | +15,211+9.2% | Added |
| Caisse de Depot Et Placement du Quebec | 184,600 | $6.72M | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 189,712 | $6.91M | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 195,563 | $7.12M | 0.07% | −2,766−1.4% | Reduced |
| Empowered Funds, LLC | 203,309 | $7.40M | 0.05% | +203,309 | New |