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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 35,816 | $1.25M | 0.01% | −7,627−17.6% | Reduced |
| Susquehanna International Group, LLP | 36,791 | $1.27M | 0.00% | −68,455−65.0% | Reduced |
| Millennium Management LLC | 37,039 | $1.28M | 0.00% | −355,760−90.6% | Reduced |
| CWA Asset Management Group, LLC | 37,499 | $1.30M | 0.04% | +37,499 | New |
| Argyle Capital Management Inc. | 37,774 | $1.30M | 0.38% | +750+2.0% | Added |
| South Dakota Investment Council | 37,879 | $1.31M | 0.02% | −387−1.0% | Reduced |
| Summit Trail Advisors, LLC | 38,355 | $1.32M | 0.02% | +10,020+35.4% | Added |
| Huntleigh Advisors, Inc. | 38,543 | $1.33M | 0.19% | +66+0.2% | Added |
| Consolidated Planning Corp | 38,564 | $1.33M | 0.18% | +775+2.1% | Added |
| Merit Financial Group, LLC | 39,361 | $1.36M | 0.01% | +10,576+36.7% | Added |
| Pacer Advisors, Inc. | 39,461 | $1.36M | 0.00% | +6,796+20.8% | Added |
| Ameritas Investment Partners, Inc. | 39,541 | $1.37M | 0.04% | 00.0% | Unchanged |
| Vestcor Inc | 39,754 | $1.37M | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 39,833 | $1.38M | 0.01% | −16,604−29.4% | Reduced |
| Quantbot Technologies LP | 39,875 | $1.38M | 0.05% | −30,856−43.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 41,033 | $1.42M | 0.01% | +41,033 | New |
| Amundi | 41,915 | $1.45M | 0.00% | −9,061−17.8% | Reduced |
| Cornerstone Select Advisors, LLC | 42,218 | $1.46M | 0.61% | +2,094+5.2% | Added |
| New Mexico Educational Retirement Board | 42,800 | $1.48M | 0.04% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 42,849 | $1.48M | 0.11% | +5,343+14.2% | Added |
| Oregon Public Employees Retirement Fund | 44,326 | $1.53M | 0.02% | +300+0.7% | Added |
| PEAK6 LLC | 44,820 | $1.55M | 0.04% | +44,820 | New |
| Northwest & Ethical Investments L.P. | 45,301 | $1.56M | 0.04% | −77,520−63.1% | Reduced |
| CIBC Bancorp USA Inc. | 46,087 | $1.58M | 0.00% | +2,203+5.0% | Added |
| Canada Pension Plan Investment Board | 48,200 | $1.66M | 0.00% | +2,816+6.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 48,227 | $1.67M | 0.02% | +143+0.3% | Added |
| CI Private Wealth, LLC | 49,142 | $1.70M | 0.00% | +11,158+29.4% | Added |
| Green Square Capital Advisors LLC | 49,577 | $1.71M | 0.16% | +592+1.2% | Added |
| RBF Capital, LLC | 50,000 | $1.73M | 0.07% | 00.0% | Unchanged |
| State of Michigan Retirement System | 50,158 | $1.73M | 0.01% | −1,500−2.9% | Reduced |
| Jacobi Capital Management LLC | 50,242 | $1.74M | 0.08% | +713+1.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,326 | $1.77M | 0.01% | −2,452−4.6% | Reduced |
| Hudson Bay Capital Management LP | 52,873 | $1.83M | 0.01% | −181,548−77.4% | Reduced |
| JustInvest LLC | 52,926 | $1.83M | 0.01% | −7,972−13.1% | Reduced |
| Pathstone Holdings, LLC | 53,901 | $1.86M | 0.01% | +597+1.1% | Added |
| Vanguard Investments Australia, Ltd. | 54,468 | $1.88M | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 53,664 | $1.90M | 0.00% | +6,316+13.3% | Added |
| The PNC Financial Services Group, Inc. | 55,724 | $1.92M | 0.00% | +3,043+5.8% | Added |
| Deutsche Bank AG | 56,009 | $1.93M | 0.00% | −1,733−3.0% | Reduced |
| Landscape Capital Management, L.L.C. | 56,416 | $1.95M | 0.13% | +14,038+33.1% | Added |
| MSH Capital Advisors LLC | 56,788 | $1.96M | 0.34% | +280+0.5% | Added |
| Arizona State Retirement System | 59,225 | $2.05M | 0.01% | +223+0.4% | Added |
| Kendall Capital Management | 61,578 | $2.13M | 0.35% | +12,600+25.7% | Added |
| State of New Jersey Common Pension Fund D | 61,766 | $2.13M | 0.01% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 62,700 | $2.17M | 0.03% | +500+0.8% | Added |
| Yousif Capital Management, LLC | 63,135 | $2.18M | 0.02% | −4,095−6.1% | Reduced |
| Alps Advisors Inc | 63,216 | $2.18M | 0.01% | +1,882+3.1% | Added |
| Steward Partners Investment Advisory, LLC | 64,828 | $2.24M | 0.01% | +8,092+14.3% | Added |
| Teachers Retirement System of the State of Kentucky | 66,450 | $2.30M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 66,504 | $2.30M | 0.01% | −1,267−1.9% | Reduced |
| Colony Group, LLC | 68,267 | $2.36M | 0.00% | +27,305+66.7% | Added |
| Abundance Wealth Counselors | 68,803 | $2.38M | 0.15% | +35,376+105.8% | Added |
| Cozad Asset Management Inc | 69,986 | $2.42M | 0.16% | +5,720+8.9% | Added |
| Coppell Advisory Solutions LLC | 112,758 | $2.43M | 0.72% | +112,758 | New |
| Easterly Investment Partners LLC | 71,503 | $2.47M | 0.13% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 72,002 | $2.49M | 0.02% | +3,088+4.5% | Added |
| SummitTX Capital, L.P. | 72,211 | $2.49M | 0.07% | +47,246+189.2% | Added |
| Inspire Advisors, LLC | 72,692 | $2.51M | 0.17% | +72,692 | New |
| Nomura Asset Management International Inc. | 72,900 | $2.52M | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 72,300 | $2.52M | 0.01% | +5,800+8.7% | Added |
| Ethic Inc. | 73,040 | $2.52M | 0.03% | +73,040 | New |
| Walsky Investment Management, Inc. | 75,015 | $2.59M | 2.41% | −250−0.3% | Reduced |
| Waterloo Capital, L.P. | 77,270 | $2.67M | 0.15% | +2,562+3.4% | Added |
| Mutual of America Capital Management LLC | 79,594 | $2.75M | 0.03% | −2,659−3.2% | Reduced |
| American Century Companies Inc | 80,531 | $2.78M | 0.00% | −8,812−9.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,667 | $2.79M | 0.01% | −2,873−3.4% | Reduced |
| Vanguard Global Advisers, LLC | 81,989 | $2.83M | 0.00% | −4,042−4.7% | Reduced |
| M&T Bank Corp | 84,079 | $2.90M | 0.01% | −3,594−4.1% | Reduced |
| Natixis Advisors, L.P. | 85,005 | $2.94M | 0.00% | +1,680+2.0% | Added |
| KBC Group NV | 85,347 | $2.95M | 0.01% | +8,604+11.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 89,321 | $2.96M | 0.00% | +55,999+168.1% | Added |
| Synergy Financial Management, LLC | 88,290 | $3.05M | 0.29% | −12,934−12.8% | Reduced |
| SIR Capital Management, L.P. | 91,226 | $3.15M | 0.36% | −261,224−74.1% | Reduced |
| Treasurer of the State of North Carolina | 91,513 | $3.16M | 0.01% | −540−0.6% | Reduced |
| Bill Few Associates, Inc. | 91,832 | $3.17M | 0.68% | −1,337−1.4% | Reduced |
| Cetera Investment Advisers | 92,011 | $3.18M | 0.00% | +18,585+25.3% | Added |
| GWM Advisors LLC | 93,195 | $3.22M | 0.01% | +769+0.8% | Added |
| State of Tennessee, Treasury Department | 94,385 | $3.26M | 0.01% | −1,699−1.8% | Reduced |
| Amalgamated Bank | 95,507 | $3.30M | 0.02% | −10,535−9.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 96,006 | $3.32M | 0.02% | +4,865+5.3% | Added |
| Evolve Private Wealth, LLC | 96,040 | $3.35M | 0.20% | +4,240+4.6% | Added |
| Jupiter Topco LLC | 98,107 | $3.39M | 0.00% | +98,107 | New |
| Oppenheimer & Co Inc | 102,255 | $3.53M | 0.04% | +7,244+7.6% | Added |
| NewEdge Wealth, LLC | 102,396 | $3.54M | 0.04% | +22,256+27.8% | Added |
| MetLife Investment Management | 103,231 | $3.57M | 0.02% | −2,360−2.2% | Reduced |
| Stifel Financial Corp | 105,927 | $3.66M | 0.00% | +617+0.6% | Added |
| Nisa Investment Advisors, LLC | 111,206 | $3.88M | 0.01% | −2,474−2.2% | Reduced |
| Hennessy Advisors Inc | 113,952 | $3.94M | 0.13% | −232,200−67.1% | Reduced |
| State of Wisconsin Investment Board | 116,171 | $4.01M | 0.01% | −3,180−2.7% | Reduced |
| Creative Planning | 117,883 | $4.07M | 0.00% | +36,690+45.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 118,067 | $4.08M | 0.00% | +9,735+9.0% | Added |
| Edmp, Inc. | 120,683 | $4.17M | 3.35% | +2,291+1.9% | Added |
| Ensign Peak Advisors, Inc | 120,756 | $4.17M | 0.01% | +31,639+35.5% | Added |
| Miller Value Partners, LLC | 121,000 | $4.18M | 0.99% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 122,200 | $4.22M | 0.03% | +23,500+23.8% | Added |
| Martingale Asset Management L P | 122,445 | $4.23M | 0.10% | +31,473+34.6% | Added |
| Mercer Global Advisors Inc | 122,859 | $4.24M | 0.01% | +61,065+98.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 124,380 | $4.30M | 0.01% | −11,417−8.4% | Reduced |
| Illinois Municipal Retirement Fund | 125,152 | $4.32M | 0.05% | −18,723−13.0% | Reduced |
| Ilex Capital Partners (UK) LLP | 126,060 | $4.35M | 0.09% | +126,060 | New |