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 |
|---|---|---|---|---|---|
| St. James Investment Company, LLC | 0 | $0 | 0.00% | −236,712−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −211,187−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −191,802−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −160,100−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −159,676−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −119,300−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −93,384−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −87,030−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −82,360−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −79,319−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −78,449−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −76,757−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −67,215−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −63,802−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −61,166−100.0% | Sold out |
| Oakmont Investment Advisors, Inc. | 0 | $0 | 0.00% | −56,739−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −49,455−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −39,917−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −39,131−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −30,610−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −26,443−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −19,133−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −16,944−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −16,438−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −16,263−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −16,029−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −14,732−100.0% | Sold out |
| Tevis Investment Management | 0 | $0 | 0.00% | −15,520−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −13,167−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −11,028−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −10,615−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −10,184−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,942−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,464−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −8,522−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −8,038−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −7,289−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −6,703−100.0% | Sold out |
| Salvus Wealth Management, LLC | 0 | $0 | 0.00% | −6,410−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −6,226−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,159−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −5,783−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,772−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −5,618−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −5,409−100.0% | Sold out |
| Trust Co of Virginia | 0 | $0 | 0.00% | −5,421−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −5,420−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −2,883−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −2,669−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −2,042−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −1,880−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,688−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −1,262−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| William B. Walkup & Associates, Inc. | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| TD Waterhouse Canada Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Meritage Portfolio Management | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| EMC Capital Management | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |