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 |
|---|---|---|---|---|---|
| Amundi | 50,976 | $1.86M | 0.00% | −248,157−83.0% | Reduced |
| RBF Capital, LLC | 50,000 | $1.82M | 0.09% | 00.0% | Unchanged |
| Walleye Capital LLC | 49,530 | $1.80M | 0.01% | +49,530 | New |
| Jacobi Capital Management LLC | 49,529 | $1.80M | 0.10% | +381+0.8% | Added |
| Green Square Capital Advisors LLC | 48,985 | $1.78M | 0.19% | +3,676+8.1% | Added |
| Kendall Capital Management | 48,978 | $1.78M | 0.37% | +7,288+17.5% | Added |
| Ci Investments Inc. | 48,923 | $1.78M | 0.01% | −377−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 48,084 | $1.75M | 0.03% | −30.0% | Reduced |
| Jones Financial Companies LLLP | 47,348 | $1.74M | 0.00% | +2,922+6.6% | Added |
| Fox Run Management, L.L.C. | 47,128 | $1.73M | 0.30% | +47,128 | New |
| Canada Pension Plan Investment Board | 45,384 | $1.65M | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 45,344 | $1.65M | 0.10% | +45,344 | New |
| Oregon Public Employees Retirement Fund | 44,026 | $1.60M | 0.02% | +1,300+3.0% | Added |
| CIBC Bancorp USA Inc. | 43,884 | $1.60M | 0.00% | +43,884 | New |
| RSM US Wealth Management LLC | 43,443 | $1.60M | 0.02% | +13,095+43.1% | Added |
| New Mexico Educational Retirement Board | 42,800 | $1.56M | 0.05% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 42,378 | $1.54M | 0.10% | +23,439+123.8% | Added |
| Advisor Group Holdings, Inc. | 41,788 | $1.52M | 0.00% | −197−0.5% | Reduced |
| Colony Group, LLC | 40,962 | $1.49M | 0.00% | +12,973+46.4% | Added |
| Aristotle Capital Boston, LLC | 40,759 | $1.49M | 0.09% | +94+0.2% | Added |
| Cornerstone Select Advisors, LLC | 40,124 | $1.46M | 0.91% | +5,515+15.9% | Added |
| Vestcor Inc | 39,754 | $1.45M | 0.04% | −3,189−7.4% | Reduced |
| Ameritas Investment Partners, Inc. | 39,541 | $1.44M | 0.04% | +152+0.4% | Added |
| Huntleigh Advisors, Inc. | 38,477 | $1.40M | 0.24% | +1,941+5.3% | Added |
| South Dakota Investment Council | 38,266 | $1.39M | 0.03% | 00.0% | Unchanged |
| Consolidated Planning Corp | 37,789 | $1.38M | 0.22% | +3,718+10.9% | Added |
| Applied Finance Capital Management, LLC | 37,506 | $1.37M | 0.10% | −1,111−2.9% | Reduced |
| CI Private Wealth, LLC | 37,984 | $1.36M | 0.00% | +3,812+11.2% | Added |
| Argyle Capital Management Inc. | 37,024 | $1.35M | 0.44% | +150+0.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 35,232 | $1.28M | 0.00% | −44,053−55.6% | Reduced |
| Toroso Investments, LLC | 34,691 | $1.26M | 0.00% | −2,759−7.4% | Reduced |
| HSBC Holdings PLC | 34,597 | $1.26M | 0.00% | −43,185−55.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 33,322 | $1.23M | 0.00% | −7,726−18.8% | Reduced |
| Abundance Wealth Counselors | 33,427 | $1.22M | 0.17% | −1,187−3.4% | Reduced |
| Pacer Advisors, Inc. | 32,665 | $1.19M | 0.00% | +6,967+27.1% | Added |
| Advisory Services Network, LLC | 31,635 | $1.15M | 0.02% | −3,615−10.3% | Reduced |
| CastleKnight Management LP | 31,600 | $1.15M | 0.05% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 31,039 | $1.13M | 0.01% | −87−0.3% | Reduced |
| BCM Advisors, LLC | 32,225 | $1.12M | 0.22% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 30,600 | $1.11M | 0.19% | 00.0% | Unchanged |
| Allstate Corp | 30,448 | $1.11M | 0.01% | +30,448 | New |
| Envestnet Portfolio Solutions, Inc. | 30,104 | $1.10M | 0.01% | −1,464−4.6% | Reduced |
| Mariner, LLC | 30,103 | $1.10M | 0.00% | −5,570−15.6% | Reduced |
| Axq Capital, LP | 29,564 | $1.08M | 0.14% | −16,447−35.7% | Reduced |
| Mork Capital Management, LLC | 29,360 | $1.07M | 0.76% | −6,340−17.8% | Reduced |
| Xponance, Inc. | 29,293 | $1.07M | 0.01% | +5,470+23.0% | Added |
| Loudon Investment Management, LLC | 29,285 | $1.07M | 0.57% | −6,300−17.7% | Reduced |
| First Citizens Bank & Trust Co | 29,093 | $1.06M | 0.02% | −1,336−4.4% | Reduced |
| Merit Financial Group, LLC | 28,785 | $1.05M | 0.01% | +420+1.5% | Added |
| Chase Investment Counsel Corp | 28,663 | $1.04M | 0.27% | 00.0% | Unchanged |
| Inceptionr LLC | 28,421 | $1.04M | 0.25% | +12,253+75.8% | Added |
| Summit Trail Advisors, LLC | 28,335 | $1.03M | 0.01% | +8,602+43.6% | Added |
| Investors Research Corp | 27,875 | $1.02M | 0.19% | −1,400−4.8% | Reduced |
| Naples Global Advisors, LLC | 27,036 | $994.4K | 0.07% | −222−0.8% | Reduced |
| Baird Financial Group, Inc. | 27,269 | $993.1K | 0.00% | −658−2.4% | Reduced |
| Great Lakes Advisors, LLC | 26,820 | $976.8K | 0.01% | −2,422−8.3% | Reduced |
| Csenge Advisory Group | 26,078 | $949.8K | 0.04% | +1,665+6.8% | Added |
| Nilsine Partners, LLC | 25,054 | $932.8K | 0.07% | +3,157+14.4% | Added |
| Wolverine Asset Management LLC | 25,087 | $913.7K | 0.01% | −2,000−7.4% | Reduced |
| SummitTX Capital, L.P. | 24,965 | $909.2K | 0.03% | +24,965 | New |
| Gamco Investors, Inc. Et Al | 24,823 | $904.1K | 0.01% | +379+1.6% | Added |
| Kestra Advisory Services, LLC | 24,428 | $889.7K | 0.00% | +2,935+13.7% | Added |
| Measured Wealth Private Client Group, LLC | 24,329 | $886.1K | 0.24% | −76−0.3% | Reduced |
| Atria Investments LLC | 24,247 | $883.1K | 0.01% | −1,389−5.4% | Reduced |
| Clear Harbor Asset Management, LLC | 22,782 | $829.7K | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 22,320 | $813.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 22,198 | $808.5K | 0.01% | −2,961−11.8% | Reduced |
| Prudential PLC | 22,117 | $805.5K | 0.01% | +22,117 | New |
| State of Alaska, Department of Revenue | 21,776 | $793.0K | 0.01% | +485+2.3% | Added |
| MML Investors Services, LLC | 21,723 | $791.1K | 0.00% | −1,925−8.1% | Reduced |
| 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 |
| Storebrand Asset Management AS | 21,600 | $786.7K | 0.00% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 21,521 | $783.8K | 0.23% | +21,521 | New |
| Global Financial Private Client, LLC | 21,441 | $780.9K | 0.26% | +830+4.0% | Added |
| Natixis | 21,173 | $771.1K | 0.00% | +216+1.0% | Added |
| Panagora Asset Management Inc | 21,102 | $768.5K | 0.00% | −410,153−95.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,442 | $744.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20,220 | $736.4K | 0.06% | +127+0.6% | Added |
| Live Oak Investment Partners | 20,205 | $735.9K | 0.43% | +2,124+11.7% | Added |
| CWM, LLC | 19,725 | $718.4K | 0.00% | +282+1.5% | Added |
| Prudential Financial Inc | 19,348 | $704.7K | 0.00% | −696−3.5% | Reduced |
| Swiss Life Asset Management Ltd | 19,251 | $701.1K | 0.00% | +2,800+17.0% | Added |
| Cambria Investment Management, L.P. | 19,184 | $698.7K | 0.04% | +1,941+11.3% | Added |
| Centiva Capital, LP | 19,052 | $693.9K | 0.03% | +19,052 | New |
| Childress Capital Advisors, LLC | 18,849 | $686.5K | 0.12% | +1,265+7.2% | Added |
| Occudo Quantitative Strategies LP | 18,541 | $669.1K | 0.04% | −51,334−73.5% | Reduced |
| FIL Ltd | 18,266 | $665.2K | 0.00% | −67,898−78.8% | Reduced |
| Prospera Financial Services Inc | 18,196 | $663.3K | 0.01% | +5,253+40.6% | Added |
| Wealthspire Advisors, LLC | 17,718 | $645.3K | 0.01% | −2,283−11.4% | Reduced |
| Wesbanco Bank Inc | 17,689 | $644.2K | 0.02% | +9,900+127.1% | Added |
| EP Wealth Advisors, LLC | 17,656 | $643.0K | 0.00% | −1,025−5.5% | Reduced |
| Asset Management One Co.,Ltd. | 17,624 | $641.9K | 0.00% | 00.0% | Unchanged |
| Ascent Group, LLC | 17,553 | $639.3K | 0.02% | +1,716+10.8% | Added |
| Apella Capital, LLC | 17,222 | $633.4K | 0.01% | −390−2.2% | Reduced |
| ARGA Investment Management, LP | 17,112 | $623.2K | 0.02% | −11,780−40.8% | Reduced |
| Commerce Bank | 16,923 | $616.3K | 0.00% | +1,015+6.4% | Added |
| DekaBank Deutsche Girozentrale | 16,635 | $616.0K | 0.00% | 00.0% | Unchanged |
| Aristeia Capital LLC | 16,789 | $611.5K | 0.01% | +16,789 | New |
| denkapparat Operations GmbH | 16,508 | $601.2K | 0.25% | 00.0% | Unchanged |