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 |
|---|---|---|---|---|---|
| Bragg Financial Advisors, Inc | 1,732,179 | $59.8M | 1.60% | +410,474+31.1% | Added |
| Ameriprise Financial Inc | 1,779,937 | $61.5M | 0.01% | +125,510+7.6% | Added |
| Manufacturers Life Insurance Company, The | 2,115,491 | $73.1M | 0.06% | +228,187+12.1% | Added |
| Goldman Sachs Group Inc | 2,308,567 | $79.7M | 0.01% | +533,211+30.0% | Added |
| Charles Schwab Investment Management Inc | 2,471,540 | $85.4M | 0.01% | +8,560+0.3% | Added |
| Norges Bank | 2,627,450 | $90.8M | 0.01% | +2,627,450 | New |
| Morgan Stanley | 2,654,902 | $91.7M | 0.00% | −415,223−13.5% | Reduced |
| Hamlin Capital Management, LLC | 2,656,429 | $91.8M | 2.06% | +16,440+0.6% | Added |
| Bank of New York Mellon Corp | 2,797,324 | $96.6M | 0.02% | −79,573−2.8% | Reduced |
| Dimensional Fund Advisors LP | 2,980,373 | $102.9M | 0.02% | +78,674+2.7% | Added |
| Invesco Ltd. | 3,050,658 | $105.4M | 0.01% | +310,589+11.3% | Added |
| Captrust Financial Advisors | 3,280,003 | $113.3M | 0.17% | −238,193−6.8% | Reduced |
| AQR Capital Management LLC | 3,469,229 | $119.7M | 0.04% | +2,544,612+275.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,478,438 | $120.1M | 0.26% | +993,292+40.0% | Added |
| Northern Trust Corp | 3,539,044 | $122.2M | 0.01% | +32,997+0.9% | Added |
| Geode Capital Management, LLC | 4,543,038 | $157.0M | 0.01% | +50,905+1.1% | Added |
| Snyder Capital Management L P | 5,365,031 | $185.3M | 3.20% | −1,6660.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 5,882,917 | $203.2M | 0.55% | +540,545+10.1% | Added |
| LSV Asset Management | 6,231,070 | $215.2M | 0.39% | +32,031+0.5% | Added |
| State Street Corp | 6,869,984 | $239.8M | 0.01% | +120,897+1.8% | Added |
| Neuberger Berman Group LLC | 8,201,866 | $283.3M | 0.19% | −225,301−2.7% | Reduced |
| Vanguard Capital Management LLC | 9,647,183 | $333.2M | 0.01% | +41,827+0.4% | Added |
| Vanguard Portfolio Management LLC | 12,615,116 | $435.7M | 0.02% | +684,351+5.7% | Added |
| FMR LLC | 13,986,188 | $483.1M | 0.02% | −96,239−0.7% | Reduced |
| BlackRock, Inc. | 26,463,921 | $914.1M | 0.01% | +804,843+3.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −1,309,086−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −664,678−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −387,287−100.0% | Sold out |
| RPG Investment Advisory, LLC | 0 | $0 | 0.00% | −285,356−100.0% | Sold out |
| Sourcerock Group LLC | 0 | $0 | 0.00% | −268,804−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −195,563−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −184,600−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −131,716−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −112,059−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −97,459−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −79,617−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −79,268−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −60,341−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −55,348−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −54,617−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −49,530−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −48,923−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −47,128−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −30,448−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −29,564−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −25,087−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −22,117−100.0% | Sold out |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −20,442−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −19,184−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −18,541−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −18,266−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −16,789−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −16,507−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −16,033−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −16,029−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −14,853−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −13,192−100.0% | Sold out |
| Horizon Investment Services, LLC | 0 | $0 | 0.00% | −12,958−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −12,838−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −11,562−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −9,959−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −9,184−100.0% | Sold out |
| Spirit of America Management Corp | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −7,340−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −6,588−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −6,215−100.0% | Sold out |
| Beacon Financial Group | 0 | $0 | 0.00% | −6,169−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,115−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −6,019−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −5,740−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −5,705−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −5,546−100.0% | Sold out |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −5,520−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −5,519−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −5,512−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −2,735−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −296−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Team Financial Group, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Millington Securities, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |