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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.

13F holders, Q3 2026

Institutional positions in Ugi Corp as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
5
0 vs. Q2 2026
Shares held
9.16K
+5.51K (+151.5%) vs. Q2 2026
Total value
$326.5K
+$200.9K (+159.9%) vs. Q2 2026
New holders
1
2 more added
Sold out
1
1 more reduced

620 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders
Q1 2021: 498 institutionsQ2 2021: 502 institutionsQ3 2021: 512 institutionsQ4 2021: 564 institutionsQ1 2022: 537 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 486 institutionsQ3 2023: 444 institutionsQ4 2023: 444 institutionsQ1 2024: 446 institutionsQ2 2024: 464 institutionsQ3 2024: 476 institutionsQ4 2024: 510 institutionsQ1 2025: 565 institutionsQ2 2025: 594 institutionsQ3 2025: 569 institutionsQ4 2025: 613 institutionsQ1 2026: 597 institutionsQ2 2026: 625 institutions
Value held
Q1 2021: $6.78BQ2 2021: $7.88BQ3 2021: $7.21BQ4 2021: $7.76BQ1 2022: $6.31BQ2 2022: $6.65BQ3 2022: $5.57BQ4 2022: $6.54BQ1 2023: $6.04BQ2 2023: $4.66BQ3 2023: $3.95BQ4 2023: $4.24BQ1 2024: $4.26BQ2 2024: $4.19BQ3 2024: $4.55BQ4 2024: $5.59BQ1 2025: $6.44BQ2 2025: $7.16BQ3 2025: $6.53BQ4 2025: $7.46BQ1 2026: $7.07BQ2 2026: $7.02B
Institutions holding UGI and their total value by quarter
QuarterHoldersValue
Q2 2026625$7.02B
Q1 2026597$7.07B
Q4 2025613$7.46B
Q3 2025569$6.53B
Q2 2025594$7.16B
Q1 2025565$6.44B
Q4 2024510$5.59B
Q3 2024476$4.55B
Q2 2024464$4.19B
Q1 2024446$4.26B
Q4 2023444$4.24B
Q3 2023444$3.95B
Q2 2023486$4.66B
Q1 2023525$6.04B
Q4 2022540$6.54B
Q3 2022510$5.57B
Q2 2022532$6.65B
Q1 2022537$6.31B
Q4 2021564$7.76B
Q3 2021512$7.21B
Q2 2021502$7.88B
Q1 2021498$6.78B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q2 2026.

Institutions holding UGI in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
GoalVest Advisory LLC20$7130.00%−28−58.3%Reduced
Versant Capital Management, Inc1,354$48.3K0.00%+86+6.8%Added
Planning Strategies Inc.1,365$48.7K0.03%00.0%Unchanged
Miller Global Investments, LLC2,238$79.8K0.06%+2,238New
CX Institutional4,179$149.0K0.00%+3,249+349.4%Added
Coastline Trust Co0$00.00%−30−100.0%Sold out
BlackRock, Inc.––––Not filed
FMR LLC––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Vanguard Capital Management LLC––––Not filed
Neuberger Berman Group LLC––––Not filed
State Street Corp––––Not filed
LSV Asset Management––––Not filed
Fuller & Thaler Asset Management, Inc.––––Not filed
Snyder Capital Management L P––––Not filed
Geode Capital Management, LLC––––Not filed
Northern Trust Corp––––Not filed
Mitsubishi UFJ Trust & Banking Corp––––Not filed
AQR Capital Management LLC––––Not filed
Captrust Financial Advisors––––Not filed
Invesco Ltd.––––Not filed
Dimensional Fund Advisors LP––––Not filed
Bank of New York Mellon Corp––––Not filed
Hamlin Capital Management, LLC––––Not filed
Morgan Stanley––––Not filed
Norges Bank––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Goldman Sachs Group Inc––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Ameriprise Financial Inc––––Not filed
Bragg Financial Advisors, Inc––––Not filed
River Road Asset Management, LLC––––Not filed
First Trust Advisors LP––––Not filed
Arrowstreet Capital, Limited Partnership––––Not filed
Mackenzie Financial Corp––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Deprince Race & Zollo Inc––––Not filed
Russell Investments Group, Ltd.––––Not filed
Energy Income Partners, LLC––––Not filed
JPMorgan Chase & Co––––Not filed
Victory Capital Management Inc––––Not filed
Diamond Hill Capital Management Inc––––Not filed
UBS Group AG––––Not filed
Private Management Group Inc––––Not filed
Royal Bank of Canada––––Not filed
Raymond James Financial Inc––––Not filed
Thrivent Financial for Lutherans––––Not filed
Bank of America Corp––––Not filed
Loomis Sayles & Co L P––––Not filed
Arbejdsmarkedets Tillaegspension––––Not filed
Artisan Partners Limited Partnership––––Not filed
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main––––Not filed
Cresset Asset Management, LLC––––Not filed
SEI Investments Co––––Not filed
Allianz Asset Management GmbH––––Not filed
Citadel Advisors LLC––––Not filed
Gabelli Funds LLC––––Not filed
UBS Asset Management Americas Inc––––Not filed
Massachusetts Financial Services Co––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Adage Capital Partners GP, L.L.C.––––Not filed
Marshall Wace, LLP––––Not filed
Nuveen, LLC––––Not filed
Retirement Systems of Alabama––––Not filed
Rhumbline Advisers––––Not filed
Wellington Management Group LLP––––Not filed
Quantinno Capital Management LP––––Not filed
Price T Rowe Associates Inc––––Not filed
Squarepoint Ops LLC––––Not filed
Hancock Whitney Corp––––Not filed
Jupiter Asset Management Ltd––––Not filed
California Public Employees Retirement System––––Not filed
Federated Hermes, Inc.––––Not filed
Principal Financial Group Inc––––Not filed
LPL Financial LLC––––Not filed
Swiss National Bank––––Not filed
Prudential Financial Inc––––Not filed
Stansberry Asset Management, LLC––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Wedge Capital Management L L P––––Not filed
Burney Co––––Not filed
Kennedy Capital Management, Inc.––––Not filed
Renaissance Technologies LLC––––Not filed
Alliancebernstein L.P.––––Not filed
Legal & General Group Plc––––Not filed
Citigroup Inc––––Not filed
Wells Fargo & Company––––Not filed
Oxbow Advisors, LLC––––Not filed
Roffman Miller Associates Inc––––Not filed
Ancora Advisors, LLC––––Not filed
Crossmark Global Holdings, Inc.––––Not filed
Bank of Nova Scotia––––Not filed
Man Group plc––––Not filed
BW Gestao de Investimentos Ltda.––––Not filed
Franklin Resources Inc––––Not filed
Bank of Montreal––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
Sanctuary Advisors, LLC––––Not filed
Cyndeo Wealth Partners, LLC––––Not filed
Voya Investment Management LLC––––Not filed