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 |
|---|---|---|---|---|---|
| Teacher Retirement System of Texas | 11,882 | $410.4K | 0.00% | +11,882 | New |
| Gallagher Fiduciary Advisors, LLC | 11,918 | $411.7K | 0.01% | +1,773+17.5% | Added |
| CWM Advisors, LLC | 12,054 | $416.3K | 0.02% | +1,878+18.5% | Added |
| Investment Research Partners LLC | 12,129 | $418.9K | 0.14% | +2,622+27.6% | Added |
| Tower Research Capital LLC (TRC) | 12,293 | $424.6K | 0.01% | −715−5.5% | Reduced |
| Freestone Grove Partners LP | 12,361 | $426.9K | 0.00% | +12,361 | New |
| Quadrant Capital Group LLC | 12,396 | $428.2K | 0.01% | −329−2.6% | Reduced |
| Rydar Equities, Inc. | 11,730 | $429.0K | 0.24% | +11,730 | New |
| Oppenheimer Asset Management Inc. | 12,702 | $438.7K | 0.00% | −983−7.2% | Reduced |
| Chicago Partners Investment Group LLC | 12,154 | $449.1K | 0.01% | +12,154 | New |
| Private Advisor Group, LLC | 13,498 | $466.2K | 0.00% | +1,350+11.1% | Added |
| AlphaGrep UK Ltd | 13,518 | $466.9K | 0.14% | +13,518 | New |
| EverSource Wealth Advisors, LLC | 13,615 | $470.3K | 0.02% | +1,181+9.5% | Added |
| US Bancorp | 13,634 | $470.9K | 0.00% | +3,653+36.6% | Added |
| Everence Capital Management Inc | 13,957 | $482.0K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,994 | $483.4K | 0.13% | +13,994 | New |
| Carnegie Capital Asset Management, LLC | 14,294 | $493.7K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 14,393 | $497.1K | 0.00% | −4,858−25.2% | Reduced |
| Brighton Jones LLC | 14,570 | $503.3K | 0.01% | +14,570 | New |
| Alpha Omega Wealth Management LLC | 14,775 | $510.3K | 0.08% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 14,942 | $516.1K | 0.01% | +8,830+144.5% | Added |
| RD Lewis Holdings, Inc. | 15,346 | $516.7K | 0.38% | +660+4.5% | Added |
| Winton Group Ltd | 15,171 | $524.0K | 0.02% | +8,100+114.6% | Added |
| Fieldview Capital Management, LLC | 15,250 | $526.7K | 0.15% | −6,271−29.1% | Reduced |
| Asset Management One Co.,Ltd. | 15,316 | $529.0K | 0.00% | −2,308−13.1% | Reduced |
| Harrell Investment Partners, LLC | 15,415 | $532.4K | 0.12% | +2,802+22.2% | Added |
| AE Wealth Management LLC | 15,496 | $535.2K | 0.00% | −455−2.9% | Reduced |
| Jane Street Group, LLC | 15,864 | $547.9K | 0.00% | −163−1.0% | Reduced |
| Laird Norton Trust Company, LLC | 15,810 | $552.0K | 0.01% | −232−1.4% | Reduced |
| HB Wealth Management, LLC | 16,194 | $559.4K | 0.00% | +7,437+84.9% | Added |
| IFG Advisory, LLC | 16,303 | $563.1K | 0.02% | +16,303 | New |
| Wiley Bros.-Aintree Capital, LLC | 16,316 | $563.5K | 0.00% | +18+0.1% | Added |
| Entropy Technologies, LP | 16,601 | $573.4K | 0.02% | +9,762+142.7% | Added |
| Federation des caisses Desjardins du Quebec | 16,671 | $575.8K | 0.00% | +2,576+18.3% | Added |
| Securian Asset Management, Inc | 15,840 | $580.1K | 0.02% | +19+0.1% | Added |
| Commerce Bank | 16,923 | $584.5K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 16,974 | $586.3K | 0.00% | −744−4.2% | Reduced |
| Cynosure Management, LLC | 16,992 | $586.9K | 0.09% | +16,992 | New |
| Great Lakes Advisors, LLC | 17,215 | $594.6K | 0.00% | −9,605−35.8% | Reduced |
| ARGA Investment Management, LP | 17,216 | $594.6K | 0.02% | +104+0.6% | Added |
| Wesbanco Bank Inc | 17,239 | $595.4K | 0.01% | −450−2.5% | Reduced |
| Burns Matteson Capital Management, LLC | 17,393 | $600.8K | 0.19% | +17,393 | New |
| Park Avenue Securities LLC | 17,401 | $601.0K | 0.00% | +17,401 | New |
| DekaBank Deutsche Girozentrale | 16,635 | $603.0K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 17,742 | $612.8K | 0.00% | +2,789+18.7% | Added |
| Gsa Capital Partners LLP | 17,757 | $613.0K | 0.04% | −27,587−60.8% | Reduced |
| Apella Capital, LLC | 17,380 | $613.0K | 0.01% | +158+0.9% | Added |
| SRS Capital Advisors, Inc. | 17,795 | $614.6K | 0.00% | +13,348+300.2% | Added |
| Sequoia Financial Advisors, LLC | 17,947 | $619.9K | 0.00% | +2,987+20.0% | Added |
| Prospera Financial Services Inc | 18,315 | $633.0K | 0.01% | +119+0.7% | Added |
| EP Wealth Advisors, LLC | 18,342 | $633.5K | 0.00% | +686+3.9% | Added |
| Farther Finance Advisors, LLC | 18,390 | $636.2K | 0.00% | +2,449+15.4% | Added |
| Childress Capital Advisors, LLC | 19,105 | $659.9K | 0.11% | +256+1.4% | Added |
| Simplex Trading, LLC | 19,803 | $684.0K | 0.02% | +15,688+381.2% | Added |
| MML Investors Services, LLC | 20,055 | $692.7K | 0.00% | −1,668−7.7% | Reduced |
| NBC Securities, Inc. | 20,092 | $694.0K | 0.05% | −128−0.6% | Reduced |
| Public Employees Retirement Association of Colorado | 20,649 | $713.0K | 0.00% | −1,671−7.5% | Reduced |
| Live Oak Investment Partners | 20,870 | $720.9K | 0.39% | +665+3.3% | Added |
| State of Alaska, Department of Revenue | 21,007 | $725.0K | 0.01% | −769−3.5% | Reduced |
| Natixis | 21,197 | $732.1K | 0.00% | +24+0.1% | Added |
| WBI Investments | 21,553 | $744.4K | 0.18% | −127−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 21,868 | $755.3K | 0.00% | −330−1.5% | Reduced |
| Bleakley Financial Group, LLC | 21,914 | $756.9K | 0.01% | +21,914 | New |
| Global Financial Private Client, LLC | 21,990 | $759.5K | 0.21% | +549+2.6% | Added |
| Rothschild Investment LLC | 22,111 | $763.7K | 0.03% | +21,984+17,310.2% | Added |
| denkapparat Operations GmbH | 22,358 | $772.2K | 0.25% | +5,850+35.4% | Added |
| Clear Harbor Asset Management, LLC | 22,797 | $787.4K | 0.05% | +15+0.1% | Added |
| Kestra Advisory Services, LLC | 23,310 | $805.1K | 0.00% | −1,118−4.6% | Reduced |
| Dark Forest Capital Management LP | 24,472 | $845.3K | 0.05% | +24,472 | New |
| Toroso Investments, LLC | 24,504 | $846.4K | 0.00% | −10,187−29.4% | Reduced |
| Gamco Investors, Inc. Et Al | 24,695 | $853.0K | 0.01% | −128−0.5% | Reduced |
| Sierra Summit Advisors LLC | 25,475 | $879.9K | 0.10% | +25,475 | New |
| Glenmede Trust Co NA | 25,577 | $883.4K | 0.00% | −5,462−17.6% | Reduced |
| Loudon Investment Management, LLC | 26,145 | $903.0K | 0.44% | −3,140−10.7% | Reduced |
| Nilsine Partners, LLC | 26,254 | $906.8K | 0.06% | +1,200+4.8% | Added |
| Ascent Group, LLC | 26,908 | $929.4K | 0.03% | +9,355+53.3% | Added |
| Naples Global Advisors, LLC | 26,943 | $940.2K | 0.06% | −93−0.3% | Reduced |
| Investors Research Corp | 27,584 | $952.8K | 0.17% | −291−1.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 28,146 | $972.2K | 0.21% | +28,146 | New |
| Integrated Wealth Concepts LLC | 28,630 | $988.9K | 0.01% | +12,661+79.3% | Added |
| Atria Investments LLC | 28,990 | $1.00M | 0.01% | +4,743+19.6% | Added |
| First Citizens Bank & Trust Co | 29,226 | $1.01M | 0.02% | +133+0.5% | Added |
| Csenge Advisory Group | 29,349 | $1.01M | 0.04% | +3,271+12.5% | Added |
| Mork Capital Management, LLC | 29,360 | $1.01M | 0.65% | 00.0% | Unchanged |
| HSBC Holdings PLC | 29,451 | $1.02M | 0.00% | −5,146−14.9% | Reduced |
| Chase Investment Counsel Corp | 29,656 | $1.02M | 0.22% | +993+3.5% | Added |
| Ieq Capital, LLC | 29,820 | $1.03M | 0.00% | +29,820 | New |
| Atom Investors LP | 30,190 | $1.04M | 0.09% | −58,450−65.9% | Reduced |
| Aristotle Capital Boston, LLC | 30,227 | $1.04M | 0.07% | −10,532−25.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 30,228 | $1.04M | 0.00% | +124+0.4% | Added |
| Nordwand Advisors, LLC | 30,600 | $1.06M | 0.16% | 00.0% | Unchanged |
| CastleKnight Management LP | 31,600 | $1.09M | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 32,187 | $1.11M | 0.01% | +552+1.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,274 | $1.11M | 0.00% | −2,958−8.4% | Reduced |
| Lazard Asset Management LLC | 32,555 | $1.12M | 0.00% | +32,555 | New |
| Xponance, Inc. | 32,710 | $1.13M | 0.01% | +3,417+11.7% | Added |
| Baird Financial Group, Inc. | 33,296 | $1.15M | 0.00% | +6,027+22.1% | Added |
| BCM Advisors, LLC | 32,225 | $1.20M | 0.23% | 00.0% | Unchanged |
| Diametric Capital, LP | 35,147 | $1.21M | 0.13% | +35,147 | New |
| Pictet Asset Management Holding SA | 35,584 | $1.23M | 0.00% | −82,424−69.8% | Reduced |