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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.

Q2 2026 vs. Q1 2026

How the institutions holding Ugi Corp changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of UGI: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders5975625+33
Shares194.1M146.3K203.2M+9.21M (+4.7%)
Value$7.07B$5.33M$7.02B−$47.1M (−0.7%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (99)

Institutions that held Ugi Corp at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to UGI in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank2,627,450$90.8M0.01%
Deprince Race & Zollo Inc1,338,417$46.2M0.78%
Adage Capital Partners GP, L.L.C.596,000$20.6M0.03%
Bank of Nova Scotia304,423$10.5M0.02%
Janney Montgomery Scott LLC243,609$8.41M0.02%
Ilex Capital Partners (UK) LLP126,060$4.35M0.09%
Jupiter Topco LLC98,107$3.39M0.00%
Ethic Inc.73,040$2.52M0.03%
Inspire Advisors, LLC72,692$2.51M0.17%
Coppell Advisory Solutions LLC112,758$2.43M0.72%
PEAK6 LLC44,820$1.55M0.04%
PensionDanmark Pensionsforsikringsaktieselskab41,033$1.42M0.01%
CWA Asset Management Group, LLC37,499$1.30M0.04%
Diametric Capital, LP35,147$1.21M0.13%
Lazard Asset Management LLC32,555$1.12M0.00%
Ieq Capital, LLC29,820$1.03M0.00%
Aster Capital Management (DIFC) Ltd28,146$972.2K0.21%
Sierra Summit Advisors LLC25,475$879.9K0.10%
Dark Forest Capital Management LP24,472$845.3K0.05%
Bleakley Financial Group, LLC21,914$756.9K0.01%
Park Avenue Securities LLC17,401$601.0K0.00%
Burns Matteson Capital Management, LLC17,393$600.8K0.19%
Cynosure Management, LLC16,992$586.9K0.09%
IFG Advisory, LLC16,303$563.1K0.02%
Brighton Jones LLC14,570$503.3K0.01%
Aigen Investment Management, LP13,994$483.4K0.13%
AlphaGrep UK Ltd13,518$466.9K0.14%
Chicago Partners Investment Group LLC12,154$449.1K0.01%
Rydar Equities, Inc.11,730$429.0K0.24%
Freestone Grove Partners LP12,361$426.9K0.00%
Teacher Retirement System of Texas11,882$410.4K0.00%
J.W. Cole Advisors, Inc.10,702$369.6K0.01%
Diversify Advisory Services, LLC9,840$363.0K0.01%
Diversify Wealth Management, LLC9,840$363.0K0.01%
Angeles Wealth Management, LLC10,356$361.6K0.02%
Prelude Capital Management, LLC10,180$351.6K0.03%
Pallas Capital Advisors LLC10,043$346.9K0.01%
Axxcess Wealth Management, LLC9,470$327.1K0.01%
Global Retirement Partners, LLC9,211$318.1K0.00%
Compass Financial Management LLC8,458$306.1K0.04%
Buckingham Strategic Partners8,686$300.0K0.00%
Permanent Capital Management, LP8,545$298.3K0.04%
Parcion Private Wealth LLC8,558$295.6K0.02%
iA Global Asset Management Inc.8,524$294.0K0.00%
Sagewood Asset Management LP7,707$266.2K0.06%
Hamel Associates, Inc.7,500$259.1K0.07%
Krilogy Financial LLC7,334$253.3K0.01%
Crestwood Advisors Group LLC7,307$252.4K0.00%
ISAM Funds (UK) Ltd7,100$245.2K0.17%
Bull Harbor Capital LLC7,023$242.6K0.05%
Citizens Financial Group Inc6,939$241.8K0.00%
Prosperity Consulting Group, LLC6,944$239.8K0.01%
NorthCrest Asset Manangement, LLC6,642$239.6K0.01%
Blair William & Co6,753$233.3K0.00%
RMB Capital Management, LLC6,693$233.2K0.00%
Concurrent Investment Advisors, LLC6,731$232.5K0.00%
Savant Capital, LLC6,210$220.2K0.00%
Nykredit A/S6,135$211.9K0.00%
AlphaCore Capital LLC6,085$211.4K0.00%
Optas, LLC6,057$209.2K0.03%
Avail Investment Partners, LLC5,950$205.5K0.16%
Quartz Partners, LLC5,865$202.6K0.07%
Aquatic Capital Management LLC2,175$75.1K0.00%
Persistent Asset Partners Ltd2,065$71.3K0.02%
State of Wyoming2,058$71.1K0.01%
Thompson Investment Management, Inc.2,000$69.1K0.01%
Quintet Private Bank (Europe) S.A.1,500$51.8K0.00%
Group One Trading, L.P.1,455$50.3K0.00%
Planning Strategies Inc.1,365$47.1K0.03%
Graticule Asia Macro Advisors LLC1,296$44.8K0.00%
First Horizon Corp1,262$43.6K0.00%
Aberdeen Wealth Management LLC1,210$41.8K0.02%
Continuum Advisory, LLC1,064$36.8K0.00%
Alpine Bank Wealth Management628$21.7K0.00%
William B. Walkup & Associates, Inc.560$19.3K0.01%
Silver Grove Financial Group, Inc.310$10.7K0.01%
Anchor Investment Management, LLC191$6.60K0.00%
Action Point Financial Planning, LLC177$6.04K0.00%
Wealth Enhancement Trust Services, Inc.162$5.59K0.00%
GW&K Investment Management, LLC88$3.00K0.00%
GoalVest Advisory LLC48$1.66K0.00%
Buck Wealth Strategies, LLC47$1.62K0.00%
Creative Capital Management Investments LLC41$1.42K0.00%
JPL Wealth Management, LLC26$8990.00%
Tounjian Advisory Partners, LLC20$7010.00%
Ameriflex Group, Inc.16$5530.00%
Cornerstone Financial Management LLC14$4840.00%
Caitong International Asset Management Co., Ltd11$3800.00%
Mosley Wealth Management8$2760.00%
Decker Retirement Planning Inc.8$2620.00%
DecisionPoint Financial, LLC4$1380.00%
Halbert Hargrove Global Advisors, LLC4$1270.00%
Maryland Capital Advisors Inc.2$700.00%
Neo Ivy Capital Management2$690.00%
ROSS\JOHNSON & Associates LLC2$690.00%
Activest Wealth Management1$350.00%
Avion Wealth14$00.00%
Evolution Advisers, Inc.3$00.00%
Navigoe, LLC7$00.00%

Sold out (66)

Institutions that held Ugi Corp at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of UGI in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Lansforsakringar Fondforvaltning AB (publ)1,309,086$47.7M
Qube Research & Technologies Ltd664,678$24.2M
Callodine Capital Management, LP387,287$14.1M
RPG Investment Advisory, LLC285,356$10.4M
Sourcerock Group LLC268,804$9.79M
Picton Mahoney Asset Management195,563$7.12M
Caisse de Depot Et Placement du Quebec184,600$6.72M
Covalis Capital LLP131,716$4.80M
Tudor Investment Corp Et Al112,059$4.08M
Schonfeld Strategic Advisors LLC97,459$3.55M
National Bank of Canada79,617$2.90M
Oak Thistle LLC79,268$2.89M
First National Trust Co60,341$2.20M
Manning & Napier Advisors LLC55,348$2.02M
Healthcare of Ontario Pension Plan Trust Fund54,617$1.99M
Walleye Capital LLC49,530$1.80M
Ci Investments Inc.48,923$1.78M
Fox Run Management, L.L.C.47,128$1.73M
Allstate Corp30,448$1.11M
Axq Capital, LP29,564$1.08M
Wolverine Asset Management LLC25,087$913.7K
Prudential PLC22,117$805.5K
Storebrand Asset Management AS21,600$786.7K
Mirae Asset Global Investments Co., Ltd.20,442$744.5K
Cambria Investment Management, L.P.19,184$698.7K
Occudo Quantitative Strategies LP18,541$669.1K
FIL Ltd18,266$665.2K
Aristeia Capital LLC16,789$611.5K
Aviva PLC16,507$601.2K
Catalyst Funds Management Pty Ltd16,033$583.9K
Dynamic Technology Lab Private Ltd16,029$583.8K
Triad Wealth Partners, LLC14,853$540.9K
Family Management Corp13,192$480.5K
Horizon Investment Services, LLC12,958$471.9K
Qsemble Capital Management, LP12,838$467.6K
Mirabella Financial Services LLP11,562$421.1K
Golden State Equity Partners9,959$362.7K
We Are One Seven, LLC9,184$334.5K
Spirit of America Management Corp8,000$291.4K
Lido Advisors, LLC7,340$269.9K
Truist Financial Corp6,588$239.9K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,215$226.3K
Beacon Financial Group6,169$224.7K
Walleye Trading LLC6,115$222.7K
Graham Capital Management, L.P.6,019$219.2K
Avantax Planning Partners, Inc.5,740$209.1K
Ameritas Advisory Services, LLC5,705$207.8K
MONECO Advisors, LLC5,546$202.0K
Convergence Financial, LLC5,520$201.0K
Harvest Investment Services, LLC5,519$201.0K
IHT Wealth Management, LLC5,512$200.7K
Missouri Trust & Investment Co3,600$131.1K
Sound Income Strategies, LLC2,735$98.6K
Root Financial Partners, LLC812$29.6K
Innovative Asset Advisors Group, LLC296$10.9K
Twin Peaks Wealth Advisors, LLC199$7.25K
High Note Wealth, LLC190$6.92K
Wall Street Financial Group, Inc.166$6.05K
First Pacific Financial51$1.86K
Team Financial Group, LLC43$1.56K
Grove Bank & Trust13$473
Vermillion Wealth Management, Inc.12$437
Atlantic Union Bankshares Corp8$291
Horizon Investments, LLC8$291
Financial Consulate, Inc5$183
Curio Wealth, LLC3$109

Not filed for Q2 2026 yet (5)

Institutions that held Ugi Corp at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC98,107$3.58M
Millington Securities, LLC21,680$789.6K
CWM, LLC19,725$718.4K
Skopos Labs, Inc.6,735$245.3K
McIlrath & Eck, LLC100$3.64K