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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 212,552 | $7.74M | 0.02% | −7,158−3.3% | Reduced |
| Stansberry Asset Management, LLC | 223,053 | $8.12M | 0.84% | +4,950+2.3% | Added |
| Voya Investment Management LLC | 223,787 | $8.15M | 0.01% | +97,067+76.6% | Added |
| Hudson Bay Capital Management LP | 234,421 | $8.54M | 0.05% | −51,889−18.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 250,772 | $9.13M | 0.48% | −11,770−4.5% | Reduced |
| California State Teachers Retirement System | 252,074 | $9.18M | 0.01% | +46,580+22.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 257,367 | $9.37M | 0.02% | +55,854+27.7% | Added |
| Sourcerock Group LLC | 268,804 | $9.79M | 0.41% | −235,781−46.7% | Reduced |
| Sanctuary Advisors, LLC | 276,266 | $10.1M | 0.05% | −4,728−1.7% | Reduced |
| Crossmark Global Holdings, Inc. | 278,337 | $10.1M | 0.15% | +263,027+1,718.0% | Added |
| Wells Fargo & Company | 280,077 | $10.2M | 0.00% | −43,782−13.5% | Reduced |
| RPG Investment Advisory, LLC | 285,356 | $10.4M | 1.25% | −5,447−1.9% | Reduced |
| Roffman Miller Associates Inc | 304,684 | $11.1M | 0.64% | +21,037+7.4% | Added |
| Oxbow Advisors, LLC | 327,315 | $11.9M | 1.01% | +19,381+6.3% | Added |
| Hennessy Advisors Inc | 346,152 | $12.6M | 0.46% | −11,800−3.3% | Reduced |
| SIR Capital Management, L.P. | 352,450 | $12.8M | 1.20% | +22,733+6.9% | Added |
| Legal & General Group Plc | 355,530 | $12.9M | 0.00% | −70,336−16.5% | Reduced |
| Quantinno Capital Management LP | 357,273 | $13.0M | 0.02% | +139,406+64.0% | Added |
| Renaissance Technologies LLC | 360,783 | $13.1M | 0.02% | +146,563+68.4% | Added |
| BW Gestao de Investimentos Ltda. | 377,800 | $13.8M | 0.61% | −23,794−5.9% | Reduced |
| Price T Rowe Associates Inc | 385,432 | $14.0M | 0.00% | +62,669+19.4% | Added |
| Callodine Capital Management, LP | 387,287 | $14.1M | 0.99% | −288,082−42.7% | Reduced |
| Millennium Management LLC | 392,799 | $14.3M | 0.01% | −281,894−41.8% | Reduced |
| BNP Paribas Arbitrage, SA | 393,505 | $14.3M | 0.01% | +62,141+18.8% | Added |
| Ancora Advisors, LLC | 395,359 | $14.4M | 0.31% | −6,950−1.7% | Reduced |
| Alliancebernstein L.P. | 386,338 | $14.5M | 0.00% | +39,200+11.3% | Added |
| Wellington Management Group LLP | 409,462 | $14.9M | 0.00% | −16,831−3.9% | Reduced |
| Kennedy Capital Management, Inc. | 423,971 | $15.4M | 0.33% | −6,732−1.6% | Reduced |
| Swiss National Bank | 425,000 | $15.5M | 0.01% | +1,200+0.3% | Added |
| Wedge Capital Management L L P | 432,725 | $15.8M | 0.29% | −4,504−1.0% | Reduced |
| Franklin Resources Inc | 435,675 | $15.9M | 0.00% | +160,595+58.4% | Added |
| LPL Financial LLC | 443,772 | $16.2M | 0.00% | +23,983+5.7% | Added |
| California Public Employees Retirement System | 460,420 | $16.8M | 0.01% | +34,054+8.0% | Added |
| Burney Co | 466,361 | $17.0M | 0.53% | −105,404−18.4% | Reduced |
| Principal Financial Group Inc | 479,105 | $17.4M | 0.01% | +16,763+3.6% | Added |
| D. E. Shaw & Co., Inc. | 508,133 | $18.5M | 0.01% | +508,133 | New |
| Rhumbline Advisers | 575,461 | $21.0M | 0.02% | +18,470+3.3% | Added |
| Nuveen, LLC | 590,687 | $21.5M | 0.01% | +3,695+0.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 591,049 | $21.5M | 0.02% | +358,656+154.3% | Added |
| Allianz Asset Management GmbH | 593,220 | $21.6M | 0.02% | +131,500+28.5% | Added |
| Balyasny Asset Management LLC | 595,195 | $21.7M | 0.04% | +461,945+346.7% | Added |
| Retirement Systems of Alabama | 611,393 | $22.3M | 0.07% | +5,190+0.9% | Added |
| UBS Asset Management Americas Inc | 625,245 | $22.8M | 0.00% | +21,480+3.6% | Added |
| Gabelli Funds LLC | 632,975 | $23.1M | 0.16% | −2,289−0.4% | Reduced |
| Cresset Asset Management, LLC | 637,849 | $23.5M | 0.10% | +6,549+1.0% | Added |
| Massachusetts Financial Services Co | 658,293 | $24.0M | 0.01% | −101,286−13.3% | Reduced |
| UBS Group AG | 658,892 | $24.0M | 0.00% | −435,629−39.8% | Reduced |
| Qube Research & Technologies Ltd | 664,678 | $24.2M | 0.03% | −177,819−21.1% | Reduced |
| SEI Investments Co | 671,769 | $24.5M | 0.02% | +207,174+44.6% | Added |
| Squarepoint Ops LLC | 679,174 | $24.7M | 0.05% | −974,195−58.9% | Reduced |
| Arbejdsmarkedets Tillaegspension | 693,394 | $25.3M | 0.63% | +77,263+12.5% | Added |
| Russell Investments Group, Ltd. | 760,269 | $27.7M | 0.03% | +23,820+3.2% | Added |
| Bank of America Corp | 769,877 | $28.0M | 0.00% | −21,088−2.7% | Reduced |
| River Road Asset Management, LLC | 778,691 | $28.4M | 0.32% | +778,691 | New |
| Man Group plc | 779,141 | $28.4M | 0.06% | +291,561+59.8% | Added |
| Raymond James Financial Inc | 799,233 | $29.1M | 0.01% | +418,585+110.0% | Added |
| Royal Bank of Canada | 875,650 | $31.9M | 0.01% | +151,830+21.0% | Added |
| AQR Capital Management LLC | 924,617 | $33.7M | 0.02% | +26,669+3.0% | Added |
| Loomis Sayles & Co L P | 946,556 | $34.5M | 0.05% | −24,098−2.5% | Reduced |
| Private Management Group Inc | 954,418 | $34.8M | 1.00% | −6,368−0.7% | Reduced |
| Thrivent Financial for Lutherans | 1,006,018 | $36.6M | 0.07% | −52,822−5.0% | Reduced |
| Mackenzie Financial Corp | 1,085,937 | $39.5M | 0.05% | +205,166+23.3% | Added |
| JPMorgan Chase & Co | 1,187,798 | $43.6M | 0.00% | −47,264−3.8% | Reduced |
| Artisan Partners Limited Partnership | 1,201,838 | $43.8M | 0.07% | −86,873−6.7% | Reduced |
| Diamond Hill Capital Management Inc | 1,204,913 | $43.9M | 0.27% | +8,549+0.7% | Added |
| Victory Capital Management Inc | 1,208,297 | $44.0M | 0.03% | −89,807−6.9% | Reduced |
| Energy Income Partners, LLC | 1,283,595 | $46.7M | 0.75% | +40,266+3.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 1,309,086 | $47.7M | 0.25% | −93,806−6.7% | Reduced |
| Bragg Financial Advisors, Inc | 1,321,705 | $48.1M | 1.52% | +5,343+0.4% | Added |
| Vanguard Fiduciary Trust Co | 1,332,798 | $48.5M | 0.01% | +1,332,798 | New |
| First Trust Advisors LP | 1,521,047 | $55.4M | 0.04% | −1,307,677−46.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,593,122 | $58.0M | 0.03% | +1,249,374+363.5% | Added |
| Marshall Wace, LLP | 1,617,489 | $58.9M | 0.06% | +1,593,047+6,517.7% | Added |
| Ameriprise Financial Inc | 1,654,427 | $60.3M | 0.01% | −186,297−10.1% | Reduced |
| Jupiter Asset Management Ltd | 1,770,406 | $64.5M | 0.34% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,775,356 | $64.7M | 0.01% | −167,668−8.6% | Reduced |
| Manufacturers Life Insurance Company, The | 1,887,304 | $68.7M | 0.06% | +72,551+4.0% | Added |
| Federated Hermes, Inc. | 1,970,523 | $71.8M | 0.12% | −116,705−5.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,462,980 | $89.7M | 0.01% | +54,656+2.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,485,146 | $90.5M | 0.22% | +281,599+12.8% | Added |
| Hamlin Capital Management, LLC | 2,639,989 | $96.1M | 2.32% | +2,053,049+349.8% | Added |
| Invesco Ltd. | 2,740,069 | $99.8M | 0.01% | −746,263−21.4% | Reduced |
| Bank of New York Mellon Corp | 2,876,897 | $104.8M | 0.02% | +363,596+14.5% | Added |
| Dimensional Fund Advisors LP | 2,901,699 | $105.7M | 0.02% | +35,583+1.2% | Added |
| Morgan Stanley | 3,070,125 | $111.8M | 0.01% | +301,335+10.9% | Added |
| Northern Trust Corp | 3,506,047 | $127.7M | 0.02% | +89,389+2.6% | Added |
| Captrust Financial Advisors | 3,518,196 | $128.1M | 0.22% | +326,752+10.2% | Added |
| Geode Capital Management, LLC | 4,492,133 | $163.6M | 0.01% | +149,456+3.4% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,342,372 | $194.6M | 0.66% | −203,866−3.7% | Reduced |
| Snyder Capital Management L P | 5,366,697 | $195.5M | 3.79% | −144,013−2.6% | Reduced |
| LSV Asset Management | 6,199,039 | $225.8M | 0.49% | +423,530+7.3% | Added |
| State Street Corp | 6,749,087 | $248.3M | 0.01% | −2,332,578−25.7% | Reduced |
| Neuberger Berman Group LLC | 8,427,167 | $307.0M | 0.23% | +1,093,158+14.9% | Added |
| Vanguard Capital Management LLC | 9,605,356 | $349.8M | 0.01% | +9,605,356 | New |
| Vanguard Portfolio Management LLC | 11,930,765 | $434.5M | 0.02% | +11,930,765 | New |
| FMR LLC | 14,082,427 | $512.9M | 0.03% | +686,391+5.1% | Added |
| BlackRock, Inc. | 25,659,078 | $934.5M | 0.02% | +233,289+0.9% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,732,942−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −431,818−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −319,000−100.0% | Sold out |