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 |
|---|---|---|---|---|---|
| Caisse de Depot Et Placement du Quebec | 184,600 | $6.72M | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 180,398 | $6.57M | 0.34% | +15,211+9.2% | Added |
| Barclays PLC | 175,802 | $6.40M | 0.00% | −91,367−34.2% | Reduced |
| Fifth Third Bancorp | 174,195 | $6.34M | 0.01% | +170,890+5,170.7% | Added |
| Vanguard Asset Management, Ltd | 169,969 | $6.19M | 0.01% | +169,969 | New |
| HighTower Advisors, LLC | 168,577 | $6.14M | 0.01% | −15,746−8.5% | Reduced |
| Principal Street Partners, LLC | 164,384 | $5.99M | 0.98% | −1,786−1.1% | Reduced |
| CSM Advisors, LLC | 163,906 | $5.97M | 0.15% | +14,525+9.7% | Added |
| Bank of Montreal | 152,421 | $5.55M | 0.00% | +124,542+446.7% | Added |
| Illinois Municipal Retirement Fund | 143,875 | $5.24M | 0.07% | +15,228+11.8% | Added |
| Great West Life Assurance Co | 140,403 | $5.12M | 0.01% | +474+0.3% | Added |
| Cerity Partners LLC | 139,042 | $5.06M | 0.01% | −10,088−6.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 135,797 | $4.95M | 0.01% | +75,941+126.9% | Added |
| Envestnet Asset Management Inc | 132,771 | $4.84M | 0.00% | +41,103+44.8% | Added |
| Commonwealth Equity Services, LLC | 132,340 | $4.82M | 0.01% | −113,613−46.2% | Reduced |
| SG Americas Securities, LLC | 131,938 | $4.80M | 0.01% | −95,529−42.0% | Reduced |
| Covalis Capital LLP | 131,716 | $4.80M | 0.30% | −91,085−40.9% | Reduced |
| Citadel Advisors LLC | 125,884 | $4.58M | 0.00% | −323,294−72.0% | Reduced |
| Northwest & Ethical Investments L.P. | 122,821 | $4.47M | 0.10% | +1,784+1.5% | Added |
| XTX Topco Ltd | 122,753 | $4.47M | 0.08% | +56,615+85.6% | Added |
| Miller Value Partners, LLC | 121,000 | $4.41M | 1.15% | −141,000−53.8% | Reduced |
| State of Wisconsin Investment Board | 119,351 | $4.35M | 0.01% | −14,446−10.8% | Reduced |
| Edmp, Inc. | 118,392 | $4.31M | 3.49% | −941−0.8% | Reduced |
| Pictet Asset Management Holding SA | 118,008 | $4.30M | 0.00% | −1,114,750−90.4% | Reduced |
| Nisa Investment Advisors, LLC | 113,680 | $4.18M | 0.02% | −11,690−9.3% | Reduced |
| Brevan Howard Capital Management LP | 114,784 | $4.18M | 0.04% | +78,127+213.1% | Added |
| Tudor Investment Corp Et Al | 112,059 | $4.08M | 0.02% | +105,876+1,712.4% | Added |
| New York State Common Retirement Fund | 110,690 | $4.03M | 0.01% | −706−0.6% | Reduced |
| Advisors Asset Management, Inc. | 109,718 | $4.00M | 0.07% | −57,688−34.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 108,332 | $3.95M | 0.01% | −3,773−3.4% | Reduced |
| Amalgamated Bank | 106,042 | $3.86M | 0.03% | +9,616+10.0% | Added |
| MetLife Investment Management | 105,591 | $3.85M | 0.02% | +572+0.5% | Added |
| Stifel Financial Corp | 105,310 | $3.84M | 0.00% | +47,861+83.3% | Added |
| Susquehanna International Group, LLP | 105,246 | $3.83M | 0.00% | +65,267+163.3% | Added |
| Intech Investment Management LLC | 102,142 | $3.72M | 0.04% | −237,644−69.9% | Reduced |
| Synergy Financial Management, LLC | 101,224 | $3.69M | 0.39% | +1,557+1.6% | Added |
| Virginia Retirement Systems Et Al | 98,700 | $3.59M | 0.03% | +1,100+1.1% | Added |
| Janus Henderson Group PLC | 98,107 | $3.58M | 0.00% | −2,586−2.6% | Reduced |
| Algert Global LLC | 97,890 | $3.57M | 0.05% | +26,300+36.7% | Added |
| Schonfeld Strategic Advisors LLC | 97,459 | $3.55M | 0.03% | −70,612−42.0% | Reduced |
| State of Tennessee, Treasury Department | 96,084 | $3.50M | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 95,011 | $3.46M | 0.04% | +7,552+8.6% | Added |
| Bill Few Associates, Inc. | 93,169 | $3.39M | 0.81% | +2,037+2.2% | Added |
| GWM Advisors LLC | 92,426 | $3.37M | 0.01% | −1,876−2.0% | Reduced |
| Treasurer of the State of North Carolina | 92,053 | $3.35M | 0.01% | +1,965+2.2% | Added |
| Evolve Private Wealth, LLC | 91,800 | $3.34M | 0.18% | +20,726+29.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 91,141 | $3.32M | 0.03% | +705+0.8% | Added |
| Martingale Asset Management L P | 90,972 | $3.31M | 0.08% | −2,027−2.2% | Reduced |
| American Century Companies Inc | 89,343 | $3.25M | 0.00% | −168,668−65.4% | Reduced |
| Ensign Peak Advisors, Inc | 89,117 | $3.25M | 0.01% | +1,188+1.4% | Added |
| Atom Investors LP | 88,640 | $3.23M | 0.23% | +88,640 | New |
| M&T Bank Corp | 87,673 | $3.19M | 0.01% | +5,426+6.6% | Added |
| Vanguard Global Advisers, LLC | 86,031 | $3.13M | 0.00% | +86,031 | New |
| Bridgewater Associates, LP | 85,312 | $3.11M | 0.01% | +17,472+25.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 83,540 | $3.04M | 0.01% | −7,864−8.6% | Reduced |
| Natixis Advisors, L.P. | 83,325 | $3.03M | 0.00% | +11,246+15.6% | Added |
| Mutual of America Capital Management LLC | 82,253 | $3.00M | 0.03% | −7,193−8.0% | Reduced |
| Creative Planning | 81,193 | $2.96M | 0.00% | +7,352+10.0% | Added |
| NewEdge Wealth, LLC | 80,140 | $2.92M | 0.03% | +28,476+55.1% | Added |
| National Bank of Canada | 79,617 | $2.90M | 0.00% | +79,617 | New |
| Oak Thistle LLC | 79,268 | $2.89M | 0.28% | +35,835+82.5% | Added |
| KBC Group NV | 76,743 | $2.79M | 0.01% | +516+0.7% | Added |
| Walsky Investment Management, Inc. | 75,265 | $2.74M | 2.80% | +87+0.1% | Added |
| Waterloo Capital, L.P. | 74,708 | $2.72M | 0.19% | −667−0.9% | Reduced |
| Boothbay Fund Management, LLC | 74,501 | $2.71M | 0.06% | −49,537−39.9% | Reduced |
| Citigroup Inc | 73,687 | $2.68M | 0.00% | −150,395−67.1% | Reduced |
| Cetera Investment Advisers | 73,426 | $2.67M | 0.00% | +2,641+3.7% | Added |
| Nomura Asset Management International Inc. | 72,900 | $2.65M | 0.00% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 71,503 | $2.62M | 0.20% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 71,456 | $2.60M | 0.03% | +9,834+16.0% | Added |
| Two Sigma Investments, LP | 71,261 | $2.60M | 0.00% | +13,183+22.7% | Added |
| Quantbot Technologies LP | 70,731 | $2.58M | 0.11% | +1,605+2.3% | Added |
| Elo Mutual Pension Insurance Co | 69,994 | $2.55M | 0.04% | +14,696+26.6% | Added |
| Guggenheim Capital LLC | 68,914 | $2.51M | 0.02% | +13,683+24.8% | Added |
| Public Employees Retirement System of Ohio | 67,771 | $2.47M | 0.01% | −1,933−2.8% | Reduced |
| Pinebridge Investments LLC | 67,245 | $2.45M | 0.02% | +20,533+44.0% | Added |
| Yousif Capital Management, LLC | 67,230 | $2.45M | 0.03% | −4,069−5.7% | Reduced |
| KLP Kapitalforvaltning AS | 66,500 | $2.44M | 0.01% | −24,800−27.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 66,450 | $2.42M | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 64,266 | $2.34M | 0.18% | +1,056+1.7% | Added |
| Louisiana State Employees Retirement System | 62,200 | $2.27M | 0.04% | +2,700+4.5% | Added |
| Mercer Global Advisors Inc | 61,794 | $2.25M | 0.00% | +20,852+50.9% | Added |
| State of New Jersey Common Pension Fund D | 61,766 | $2.25M | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 61,334 | $2.23M | 0.01% | −2,964−4.6% | Reduced |
| JustInvest LLC | 60,898 | $2.22M | 0.02% | −5,183−7.8% | Reduced |
| First National Trust Co | 60,341 | $2.20M | 0.07% | 00.0% | Unchanged |
| Arizona State Retirement System | 59,002 | $2.15M | 0.01% | −805−1.3% | Reduced |
| Hancock Whitney Corp | 58,900 | $2.13M | 0.04% | +58,900 | New |
| Deutsche Bank AG | 57,742 | $2.10M | 0.00% | −2,083−3.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 56,736 | $2.07M | 0.01% | −13,335−19.0% | Reduced |
| MSH Capital Advisors LLC | 56,508 | $2.06M | 0.44% | +208+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 56,437 | $2.06M | 0.01% | +9,455+20.1% | Added |
| Manning & Napier Advisors LLC | 55,348 | $2.02M | 0.03% | −37,256−40.2% | Reduced |
| Aventail Capital Group, LP | 54,735 | $1.99M | 0.10% | +12,003+28.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 54,617 | $1.99M | 0.00% | +54,617 | New |
| Vanguard Investments Australia, Ltd. | 54,468 | $1.98M | 0.01% | +54,468 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 53,778 | $1.96M | 0.01% | −50.0% | Reduced |
| Pathstone Holdings, LLC | 53,304 | $1.94M | 0.01% | −737−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 52,681 | $1.92M | 0.00% | +31,849+152.9% | Added |
| State of Michigan Retirement System | 51,658 | $1.88M | 0.01% | +900+1.8% | Added |