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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
Jacobi Capital Management LLC––––Not filed
State of Michigan Retirement System––––Not filed
RBF Capital, LLC––––Not filed
Green Square Capital Advisors LLC––––Not filed
CI Private Wealth, LLC––––Not filed
Northwestern Mutual Investment Management Company, LLC––––Not filed
Canada Pension Plan Investment Board––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Northwest & Ethical Investments L.P.––––Not filed
PEAK6 LLC––––Not filed
Oregon Public Employees Retirement Fund––––Not filed
Applied Finance Capital Management, LLC––––Not filed
New Mexico Educational Retirement Board––––Not filed
Cornerstone Select Advisors, LLC––––Not filed
Amundi––––Not filed
PensionDanmark Pensionsforsikringsaktieselskab––––Not filed
Quantbot Technologies LP––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Vestcor Inc––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Pacer Advisors, Inc.––––Not filed
Merit Financial Group, LLC––––Not filed
Consolidated Planning Corp––––Not filed
Huntleigh Advisors, Inc.––––Not filed
Summit Trail Advisors, LLC––––Not filed
South Dakota Investment Council––––Not filed
Argyle Capital Management Inc.––––Not filed
CWA Asset Management Group, LLC––––Not filed
Millennium Management LLC––––Not filed
Susquehanna International Group, LLP––––Not filed
RSM US Wealth Management LLC––––Not filed
Pictet Asset Management Holding SA––––Not filed
Diametric Capital, LP––––Not filed
BCM Advisors, LLC––––Not filed
Baird Financial Group, Inc.––––Not filed
Xponance, Inc.––––Not filed
Lazard Asset Management LLC––––Not filed
Grantham, Mayo, Van Otterloo & Co. LLC––––Not filed
Advisory Services Network, LLC––––Not filed
CastleKnight Management LP––––Not filed
Nordwand Advisors, LLC––––Not filed
Envestnet Portfolio Solutions, Inc.––––Not filed
Aristotle Capital Boston, LLC––––Not filed
Atom Investors LP––––Not filed
Ieq Capital, LLC––––Not filed
Chase Investment Counsel Corp––––Not filed
HSBC Holdings PLC––––Not filed
Mork Capital Management, LLC––––Not filed
Csenge Advisory Group––––Not filed
First Citizens Bank & Trust Co––––Not filed
Atria Investments LLC––––Not filed
Integrated Wealth Concepts LLC––––Not filed
Aster Capital Management (DIFC) Ltd––––Not filed
Investors Research Corp––––Not filed
Naples Global Advisors, LLC––––Not filed
Ascent Group, LLC––––Not filed
Nilsine Partners, LLC––––Not filed
Loudon Investment Management, LLC––––Not filed
Glenmede Trust Co NA––––Not filed
Sierra Summit Advisors LLC––––Not filed
Gamco Investors, Inc. Et Al––––Not filed
Toroso Investments, LLC––––Not filed
Dark Forest Capital Management LP––––Not filed
Kestra Advisory Services, LLC––––Not filed
Clear Harbor Asset Management, LLC––––Not filed
denkapparat Operations GmbH––––Not filed
Rothschild Investment LLC––––Not filed
Global Financial Private Client, LLC––––Not filed
Bleakley Financial Group, LLC––––Not filed
Exchange Traded Concepts, LLC––––Not filed
WBI Investments––––Not filed
Natixis––––Not filed
State of Alaska, Department of Revenue––––Not filed
Live Oak Investment Partners––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
NBC Securities, Inc.––––Not filed
MML Investors Services, LLC––––Not filed
Simplex Trading, LLC––––Not filed
Childress Capital Advisors, LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
EP Wealth Advisors, LLC––––Not filed
Prospera Financial Services Inc––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Apella Capital, LLC––––Not filed
Gsa Capital Partners LLP––––Not filed
Warren Averett Asset Management, LLC––––Not filed
DekaBank Deutsche Girozentrale––––Not filed
Park Avenue Securities LLC––––Not filed
Burns Matteson Capital Management, LLC––––Not filed
Wesbanco Bank Inc––––Not filed
ARGA Investment Management, LP––––Not filed
Great Lakes Advisors, LLC––––Not filed
Cynosure Management, LLC––––Not filed
Wealthspire Advisors, LLC––––Not filed
Commerce Bank––––Not filed
Securian Asset Management, Inc––––Not filed
Federation des caisses Desjardins du Quebec––––Not filed
Entropy Technologies, LP––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed