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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 126,394 | $4.37M | 0.06% | +11,610+10.1% | Added |
| Commonwealth Equity Services, LLC | 131,746 | $4.55M | 0.01% | −594−0.4% | Reduced |
| Elo Mutual Pension Insurance Co | 133,511 | $4.61M | 0.06% | +63,517+90.7% | Added |
| Advisors Asset Management, Inc. | 138,049 | $4.77M | 0.07% | +28,331+25.8% | Added |
| Great West Life Assurance Co | 138,483 | $4.78M | 0.01% | −1,920−1.4% | Reduced |
| Mariner, LLC | 138,662 | $4.79M | 0.01% | +108,559+360.6% | Added |
| Two Sigma Investments, LP | 140,844 | $4.86M | 0.00% | +69,583+97.6% | Added |
| Empowered Funds, LLC | 142,213 | $4.91M | 0.03% | −61,096−30.1% | Reduced |
| Envestnet Asset Management Inc | 143,803 | $4.97M | 0.00% | +11,032+8.3% | Added |
| Pinebridge Investments LLC | 148,119 | $5.12M | 0.04% | +80,874+120.3% | Added |
| Algert Global LLC | 148,230 | $5.12M | 0.06% | +50,340+51.4% | Added |
| Aventail Capital Group, LP | 152,445 | $5.27M | 0.30% | +97,710+178.5% | Added |
| HighTower Advisors, LLC | 158,189 | $5.46M | 0.01% | −10,388−6.2% | Reduced |
| Principal Street Partners, LLC | 165,519 | $5.72M | 0.84% | +1,135+0.7% | Added |
| Engineers Gate Manager LP | 166,968 | $5.77M | 0.07% | +95,512+133.7% | Added |
| Vanguard Asset Management, Ltd | 180,233 | $6.23M | 0.00% | +10,264+6.0% | Added |
| Advisor Group Holdings, Inc. | 182,478 | $6.30M | 0.01% | +140,690+336.7% | Added |
| CSM Advisors, LLC | 183,769 | $6.35M | 0.14% | +19,863+12.1% | Added |
| Foster & Motley Inc | 184,287 | $6.37M | 0.29% | +3,889+2.2% | Added |
| State Board of Administration of Florida Retirement System | 184,562 | $6.37M | 0.01% | −5,150−2.7% | Reduced |
| Fifth Third Bancorp | 191,641 | $6.62M | 0.01% | +17,446+10.0% | Added |
| New York State Teachers Retirement System | 196,799 | $6.80M | 0.01% | −15,753−7.4% | Reduced |
| Trexquant Investment LP | 197,244 | $6.81M | 0.04% | +187,722+1,971.5% | Added |
| Balyasny Asset Management LLC | 204,568 | $7.07M | 0.01% | −390,627−65.6% | Reduced |
| Bridgewater Associates, LP | 206,386 | $7.13M | 0.03% | +121,074+141.9% | Added |
| New York State Common Retirement Fund | 215,791 | $7.45M | 0.01% | +105,101+95.0% | Added |
| SG Americas Securities, LLC | 216,251 | $7.47M | 0.00% | +84,313+63.9% | Added |
| Cerity Partners LLC | 227,725 | $7.87M | 0.01% | +88,683+63.8% | Added |
| Barclays PLC | 235,305 | $8.13M | 0.00% | +59,503+33.8% | Added |
| Janney Montgomery Scott LLC | 243,609 | $8.41M | 0.02% | +243,609 | New |
| California State Teachers Retirement System | 247,996 | $8.57M | 0.01% | −4,078−1.6% | Reduced |
| Voya Investment Management LLC | 253,513 | $8.76M | 0.01% | +29,726+13.3% | Added |
| Cyndeo Wealth Partners, LLC | 258,181 | $8.92M | 0.42% | +7,409+3.0% | Added |
| Sanctuary Advisors, LLC | 268,818 | $9.28M | 0.04% | −7,448−2.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 281,442 | $9.72M | 0.01% | +24,075+9.4% | Added |
| Bank of Montreal | 288,573 | $9.97M | 0.00% | +136,152+89.3% | Added |
| Franklin Resources Inc | 288,705 | $9.97M | 0.00% | −146,970−33.7% | Reduced |
| BW Gestao de Investimentos Ltda. | 289,830 | $10.0M | 0.24% | −87,970−23.3% | Reduced |
| Man Group plc | 292,482 | $10.1M | 0.02% | −486,659−62.5% | Reduced |
| Bank of Nova Scotia | 304,423 | $10.5M | 0.02% | +304,423 | New |
| Crossmark Global Holdings, Inc. | 314,833 | $10.9M | 0.14% | +36,496+13.1% | Added |
| Ancora Advisors, LLC | 327,381 | $11.3M | 0.22% | −67,978−17.2% | Reduced |
| Roffman Miller Associates Inc | 329,841 | $11.4M | 0.60% | +25,157+8.3% | Added |
| Oxbow Advisors, LLC | 342,559 | $11.8M | 0.96% | +15,244+4.7% | Added |
| Wells Fargo & Company | 342,943 | $11.8M | 0.00% | +62,866+22.4% | Added |
| Citigroup Inc | 358,106 | $12.4M | 0.01% | +284,419+386.0% | Added |
| Legal & General Group Plc | 359,230 | $12.4M | 0.00% | +3,700+1.0% | Added |
| Alliancebernstein L.P. | 387,622 | $14.1M | 0.01% | +1,284+0.3% | Added |
| Renaissance Technologies LLC | 408,983 | $14.1M | 0.02% | +48,200+13.4% | Added |
| Kennedy Capital Management, Inc. | 411,921 | $14.2M | 0.25% | −12,050−2.8% | Reduced |
| Burney Co | 420,531 | $14.5M | 0.39% | −45,830−9.8% | Reduced |
| Wedge Capital Management L L P | 421,348 | $14.6M | 0.24% | −11,377−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 426,188 | $14.7M | 0.01% | −81,945−16.1% | Reduced |
| Stansberry Asset Management, LLC | 427,597 | $14.8M | 1.35% | +204,544+91.7% | Added |
| Prudential Financial Inc | 428,342 | $14.8M | 0.02% | +408,994+2,113.9% | Added |
| Swiss National Bank | 430,700 | $14.9M | 0.01% | +5,700+1.3% | Added |
| LPL Financial LLC | 473,203 | $16.3M | 0.00% | +29,431+6.6% | Added |
| Principal Financial Group Inc | 486,772 | $16.8M | 0.01% | +7,667+1.6% | Added |
| Federated Hermes, Inc. | 492,570 | $17.0M | 0.02% | −1,477,953−75.0% | Reduced |
| California Public Employees Retirement System | 503,443 | $17.4M | 0.01% | +43,023+9.3% | Added |
| Jupiter Asset Management Ltd | 504,023 | $17.4M | 0.09% | −1,266,383−71.5% | Reduced |
| Hancock Whitney Corp | 508,978 | $17.6M | 0.29% | +450,078+764.1% | Added |
| Squarepoint Ops LLC | 512,102 | $17.7M | 0.03% | −167,072−24.6% | Reduced |
| Price T Rowe Associates Inc | 530,895 | $18.3M | 0.00% | +145,463+37.7% | Added |
| Quantinno Capital Management LP | 549,540 | $19.0M | 0.02% | +192,267+53.8% | Added |
| Wellington Management Group LLP | 567,102 | $19.6M | 0.00% | +157,640+38.5% | Added |
| Rhumbline Advisers | 569,258 | $19.7M | 0.01% | −6,203−1.1% | Reduced |
| Retirement Systems of Alabama | 570,004 | $19.7M | 0.06% | −41,389−6.8% | Reduced |
| Nuveen, LLC | 575,518 | $19.9M | 0.00% | −15,169−2.6% | Reduced |
| Marshall Wace, LLP | 585,364 | $20.2M | 0.02% | −1,032,125−63.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 596,000 | $20.6M | 0.03% | +596,000 | New |
| BNP Paribas Arbitrage, SA | 599,781 | $20.7M | 0.01% | +206,276+52.4% | Added |
| Massachusetts Financial Services Co | 604,346 | $20.9M | 0.01% | −53,947−8.2% | Reduced |
| UBS Asset Management Americas Inc | 617,962 | $21.3M | 0.00% | −7,283−1.2% | Reduced |
| Gabelli Funds LLC | 629,094 | $21.7M | 0.14% | −3,881−0.6% | Reduced |
| Citadel Advisors LLC | 655,895 | $22.7M | 0.01% | +530,011+421.0% | Added |
| Allianz Asset Management GmbH | 662,274 | $22.9M | 0.02% | +69,054+11.6% | Added |
| SEI Investments Co | 668,363 | $23.1M | 0.02% | −3,406−0.5% | Reduced |
| Cresset Asset Management, LLC | 687,162 | $24.0M | 0.09% | +49,313+7.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 761,712 | $26.3M | 0.02% | +170,663+28.9% | Added |
| Artisan Partners Limited Partnership | 773,053 | $26.7M | 0.04% | −428,785−35.7% | Reduced |
| Arbejdsmarkedets Tillaegspension | 804,600 | $27.8M | 0.60% | +111,206+16.0% | Added |
| Loomis Sayles & Co L P | 884,110 | $30.5M | 0.04% | −62,446−6.6% | Reduced |
| Bank of America Corp | 895,457 | $30.9M | 0.00% | +125,580+16.3% | Added |
| Thrivent Financial for Lutherans | 999,037 | $34.5M | 0.06% | −6,981−0.7% | Reduced |
| Raymond James Financial Inc | 1,017,500 | $35.1M | 0.01% | +218,267+27.3% | Added |
| Royal Bank of Canada | 1,028,353 | $35.5M | 0.01% | +152,703+17.4% | Added |
| Private Management Group Inc | 1,057,888 | $36.5M | 0.96% | +103,470+10.8% | Added |
| UBS Group AG | 1,091,353 | $37.7M | 0.01% | +432,461+65.6% | Added |
| Diamond Hill Capital Management Inc | 1,109,276 | $38.3M | 0.31% | −95,637−7.9% | Reduced |
| Victory Capital Management Inc | 1,223,700 | $42.3M | 0.02% | +15,403+1.3% | Added |
| JPMorgan Chase & Co | 1,248,079 | $43.9M | 0.00% | +60,281+5.1% | Added |
| Energy Income Partners, LLC | 1,302,403 | $45.0M | 0.71% | +18,808+1.5% | Added |
| Russell Investments Group, Ltd. | 1,335,508 | $46.1M | 0.04% | +575,239+75.7% | Added |
| Deprince Race & Zollo Inc | 1,338,417 | $46.2M | 0.78% | +1,338,417 | New |
| Vanguard Fiduciary Trust Co | 1,355,516 | $46.8M | 0.01% | +22,718+1.7% | Added |
| Mackenzie Financial Corp | 1,526,713 | $52.7M | 0.05% | +440,776+40.6% | Added |
| Arrowstreet Capital, Limited Partnership | 1,647,013 | $56.9M | 0.03% | +53,891+3.4% | Added |
| First Trust Advisors LP | 1,684,817 | $58.2M | 0.03% | +163,770+10.8% | Added |
| River Road Asset Management, LLC | 1,720,788 | $59.4M | 0.66% | +942,097+121.0% | Added |