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, Q2 2026
Institutional positions in Ugi Corp as of Jun 30, 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
- 625
- +33 vs. Q1 2026
- Shares held
- 203.2M
- +9.21M (+4.7%) vs. Q1 2026
- Total value
- $7.02B
- −$47.1M (−0.7%) vs. Q1 2026
- New holders
- 99
- 253 more added
- Sold out
- 66
- 170 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 26,463,921 | $914.1M | 0.01% | +804,843+3.1% | Added |
| FMR LLC | 13,986,188 | $483.1M | 0.02% | −96,239−0.7% | Reduced |
| Vanguard Portfolio Management LLC | 12,615,116 | $435.7M | 0.02% | +684,351+5.7% | Added |
| Vanguard Capital Management LLC | 9,647,183 | $333.2M | 0.01% | +41,827+0.4% | Added |
| Neuberger Berman Group LLC | 8,201,866 | $283.3M | 0.19% | −225,301−2.7% | Reduced |
| State Street Corp | 6,869,984 | $239.8M | 0.01% | +120,897+1.8% | Added |
| LSV Asset Management | 6,231,070 | $215.2M | 0.39% | +32,031+0.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 5,882,917 | $203.2M | 0.55% | +540,545+10.1% | Added |
| Snyder Capital Management L P | 5,365,031 | $185.3M | 3.20% | −1,6660.0% | Reduced |
| Geode Capital Management, LLC | 4,543,038 | $157.0M | 0.01% | +50,905+1.1% | Added |
| Northern Trust Corp | 3,539,044 | $122.2M | 0.01% | +32,997+0.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,478,438 | $120.1M | 0.26% | +993,292+40.0% | Added |
| AQR Capital Management LLC | 3,469,229 | $119.7M | 0.04% | +2,544,612+275.2% | Added |
| Captrust Financial Advisors | 3,280,003 | $113.3M | 0.17% | −238,193−6.8% | Reduced |
| Invesco Ltd. | 3,050,658 | $105.4M | 0.01% | +310,589+11.3% | Added |
| Dimensional Fund Advisors LP | 2,980,373 | $102.9M | 0.02% | +78,674+2.7% | Added |
| Bank of New York Mellon Corp | 2,797,324 | $96.6M | 0.02% | −79,573−2.8% | Reduced |
| Hamlin Capital Management, LLC | 2,656,429 | $91.8M | 2.06% | +16,440+0.6% | Added |
| Morgan Stanley | 2,654,902 | $91.7M | 0.00% | −415,223−13.5% | Reduced |
| Norges Bank | 2,627,450 | $90.8M | 0.01% | +2,627,450 | New |
| Charles Schwab Investment Management Inc | 2,471,540 | $85.4M | 0.01% | +8,560+0.3% | Added |
| Goldman Sachs Group Inc | 2,308,567 | $79.7M | 0.01% | +533,211+30.0% | Added |
| Manufacturers Life Insurance Company, The | 2,115,491 | $73.1M | 0.06% | +228,187+12.1% | Added |
| Ameriprise Financial Inc | 1,779,937 | $61.5M | 0.01% | +125,510+7.6% | Added |
| Bragg Financial Advisors, Inc | 1,732,179 | $59.8M | 1.60% | +410,474+31.1% | Added |
| River Road Asset Management, LLC | 1,720,788 | $59.4M | 0.66% | +942,097+121.0% | Added |
| First Trust Advisors LP | 1,684,817 | $58.2M | 0.03% | +163,770+10.8% | Added |
| Arrowstreet Capital, Limited Partnership | 1,647,013 | $56.9M | 0.03% | +53,891+3.4% | Added |
| Mackenzie Financial Corp | 1,526,713 | $52.7M | 0.05% | +440,776+40.6% | Added |
| Vanguard Fiduciary Trust Co | 1,355,516 | $46.8M | 0.01% | +22,718+1.7% | Added |
| Deprince Race & Zollo Inc | 1,338,417 | $46.2M | 0.78% | +1,338,417 | New |
| Russell Investments Group, Ltd. | 1,335,508 | $46.1M | 0.04% | +575,239+75.7% | Added |
| Energy Income Partners, LLC | 1,302,403 | $45.0M | 0.71% | +18,808+1.5% | Added |
| JPMorgan Chase & Co | 1,248,079 | $43.9M | 0.00% | +60,281+5.1% | Added |
| Victory Capital Management Inc | 1,223,700 | $42.3M | 0.02% | +15,403+1.3% | Added |
| Diamond Hill Capital Management Inc | 1,109,276 | $38.3M | 0.31% | −95,637−7.9% | Reduced |
| UBS Group AG | 1,091,353 | $37.7M | 0.01% | +432,461+65.6% | Added |
| Private Management Group Inc | 1,057,888 | $36.5M | 0.96% | +103,470+10.8% | Added |
| Royal Bank of Canada | 1,028,353 | $35.5M | 0.01% | +152,703+17.4% | Added |
| Raymond James Financial Inc | 1,017,500 | $35.1M | 0.01% | +218,267+27.3% | Added |
| Thrivent Financial for Lutherans | 999,037 | $34.5M | 0.06% | −6,981−0.7% | Reduced |
| Bank of America Corp | 895,457 | $30.9M | 0.00% | +125,580+16.3% | Added |
| Loomis Sayles & Co L P | 884,110 | $30.5M | 0.04% | −62,446−6.6% | Reduced |
| Arbejdsmarkedets Tillaegspension | 804,600 | $27.8M | 0.60% | +111,206+16.0% | Added |
| Artisan Partners Limited Partnership | 773,053 | $26.7M | 0.04% | −428,785−35.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 761,712 | $26.3M | 0.02% | +170,663+28.9% | Added |
| Cresset Asset Management, LLC | 687,162 | $24.0M | 0.09% | +49,313+7.7% | Added |
| SEI Investments Co | 668,363 | $23.1M | 0.02% | −3,406−0.5% | Reduced |
| Allianz Asset Management GmbH | 662,274 | $22.9M | 0.02% | +69,054+11.6% | Added |
| Citadel Advisors LLC | 655,895 | $22.7M | 0.01% | +530,011+421.0% | Added |
| Gabelli Funds LLC | 629,094 | $21.7M | 0.14% | −3,881−0.6% | Reduced |
| UBS Asset Management Americas Inc | 617,962 | $21.3M | 0.00% | −7,283−1.2% | Reduced |
| Massachusetts Financial Services Co | 604,346 | $20.9M | 0.01% | −53,947−8.2% | Reduced |
| BNP Paribas Arbitrage, SA | 599,781 | $20.7M | 0.01% | +206,276+52.4% | Added |
| Adage Capital Partners GP, L.L.C. | 596,000 | $20.6M | 0.03% | +596,000 | New |
| Marshall Wace, LLP | 585,364 | $20.2M | 0.02% | −1,032,125−63.8% | Reduced |
| Nuveen, LLC | 575,518 | $19.9M | 0.00% | −15,169−2.6% | Reduced |
| Retirement Systems of Alabama | 570,004 | $19.7M | 0.06% | −41,389−6.8% | Reduced |
| Rhumbline Advisers | 569,258 | $19.7M | 0.01% | −6,203−1.1% | Reduced |
| Wellington Management Group LLP | 567,102 | $19.6M | 0.00% | +157,640+38.5% | Added |
| Quantinno Capital Management LP | 549,540 | $19.0M | 0.02% | +192,267+53.8% | Added |
| Price T Rowe Associates Inc | 530,895 | $18.3M | 0.00% | +145,463+37.7% | Added |
| Squarepoint Ops LLC | 512,102 | $17.7M | 0.03% | −167,072−24.6% | Reduced |
| Hancock Whitney Corp | 508,978 | $17.6M | 0.29% | +450,078+764.1% | Added |
| Jupiter Asset Management Ltd | 504,023 | $17.4M | 0.09% | −1,266,383−71.5% | Reduced |
| California Public Employees Retirement System | 503,443 | $17.4M | 0.01% | +43,023+9.3% | Added |
| Federated Hermes, Inc. | 492,570 | $17.0M | 0.02% | −1,477,953−75.0% | Reduced |
| Principal Financial Group Inc | 486,772 | $16.8M | 0.01% | +7,667+1.6% | Added |
| LPL Financial LLC | 473,203 | $16.3M | 0.00% | +29,431+6.6% | Added |
| Swiss National Bank | 430,700 | $14.9M | 0.01% | +5,700+1.3% | Added |
| Prudential Financial Inc | 428,342 | $14.8M | 0.02% | +408,994+2,113.9% | Added |
| Stansberry Asset Management, LLC | 427,597 | $14.8M | 1.35% | +204,544+91.7% | Added |
| D. E. Shaw & Co., Inc. | 426,188 | $14.7M | 0.01% | −81,945−16.1% | Reduced |
| Wedge Capital Management L L P | 421,348 | $14.6M | 0.24% | −11,377−2.6% | Reduced |
| Burney Co | 420,531 | $14.5M | 0.39% | −45,830−9.8% | Reduced |
| Kennedy Capital Management, Inc. | 411,921 | $14.2M | 0.25% | −12,050−2.8% | Reduced |
| Renaissance Technologies LLC | 408,983 | $14.1M | 0.02% | +48,200+13.4% | Added |
| Alliancebernstein L.P. | 387,622 | $14.1M | 0.01% | +1,284+0.3% | Added |
| Legal & General Group Plc | 359,230 | $12.4M | 0.00% | +3,700+1.0% | Added |
| Citigroup Inc | 358,106 | $12.4M | 0.01% | +284,419+386.0% | Added |
| Wells Fargo & Company | 342,943 | $11.8M | 0.00% | +62,866+22.4% | Added |
| Oxbow Advisors, LLC | 342,559 | $11.8M | 0.96% | +15,244+4.7% | Added |
| Roffman Miller Associates Inc | 329,841 | $11.4M | 0.60% | +25,157+8.3% | Added |
| Ancora Advisors, LLC | 327,381 | $11.3M | 0.22% | −67,978−17.2% | Reduced |
| Crossmark Global Holdings, Inc. | 314,833 | $10.9M | 0.14% | +36,496+13.1% | Added |
| Bank of Nova Scotia | 304,423 | $10.5M | 0.02% | +304,423 | New |
| Man Group plc | 292,482 | $10.1M | 0.02% | −486,659−62.5% | Reduced |
| BW Gestao de Investimentos Ltda. | 289,830 | $10.0M | 0.24% | −87,970−23.3% | Reduced |
| Franklin Resources Inc | 288,705 | $9.97M | 0.00% | −146,970−33.7% | Reduced |
| Bank of Montreal | 288,573 | $9.97M | 0.00% | +136,152+89.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 281,442 | $9.72M | 0.01% | +24,075+9.4% | Added |
| Sanctuary Advisors, LLC | 268,818 | $9.28M | 0.04% | −7,448−2.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 258,181 | $8.92M | 0.42% | +7,409+3.0% | Added |
| Voya Investment Management LLC | 253,513 | $8.76M | 0.01% | +29,726+13.3% | Added |
| California State Teachers Retirement System | 247,996 | $8.57M | 0.01% | −4,078−1.6% | Reduced |
| Janney Montgomery Scott LLC | 243,609 | $8.41M | 0.02% | +243,609 | New |
| Barclays PLC | 235,305 | $8.13M | 0.00% | +59,503+33.8% | Added |
| Cerity Partners LLC | 227,725 | $7.87M | 0.01% | +88,683+63.8% | Added |
| SG Americas Securities, LLC | 216,251 | $7.47M | 0.00% | +84,313+63.9% | Added |
| New York State Common Retirement Fund | 215,791 | $7.45M | 0.01% | +105,101+95.0% | Added |