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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 206,386 | $7.13M | 0.03% | +121,074+141.9% | Added |
| Balyasny Asset Management LLC | 204,568 | $7.07M | 0.01% | −390,627−65.6% | Reduced |
| Trexquant Investment LP | 197,244 | $6.81M | 0.04% | +187,722+1,971.5% | Added |
| New York State Teachers Retirement System | 196,799 | $6.80M | 0.01% | −15,753−7.4% | Reduced |
| Fifth Third Bancorp | 191,641 | $6.62M | 0.01% | +17,446+10.0% | Added |
| State Board of Administration of Florida Retirement System | 184,562 | $6.37M | 0.01% | −5,150−2.7% | Reduced |
| Foster & Motley Inc | 184,287 | $6.37M | 0.29% | +3,889+2.2% | Added |
| CSM Advisors, LLC | 183,769 | $6.35M | 0.14% | +19,863+12.1% | Added |
| Advisor Group Holdings, Inc. | 182,478 | $6.30M | 0.01% | +140,690+336.7% | Added |
| Vanguard Asset Management, Ltd | 180,233 | $6.23M | 0.00% | +10,264+6.0% | Added |
| Engineers Gate Manager LP | 166,968 | $5.77M | 0.07% | +95,512+133.7% | Added |
| Principal Street Partners, LLC | 165,519 | $5.72M | 0.84% | +1,135+0.7% | Added |
| HighTower Advisors, LLC | 158,189 | $5.46M | 0.01% | −10,388−6.2% | Reduced |
| Aventail Capital Group, LP | 152,445 | $5.27M | 0.30% | +97,710+178.5% | Added |
| Algert Global LLC | 148,230 | $5.12M | 0.06% | +50,340+51.4% | Added |
| Pinebridge Investments LLC | 148,119 | $5.12M | 0.04% | +80,874+120.3% | Added |
| Envestnet Asset Management Inc | 143,803 | $4.97M | 0.00% | +11,032+8.3% | Added |
| Empowered Funds, LLC | 142,213 | $4.91M | 0.03% | −61,096−30.1% | Reduced |
| Two Sigma Investments, LP | 140,844 | $4.86M | 0.00% | +69,583+97.6% | Added |
| Mariner, LLC | 138,662 | $4.79M | 0.01% | +108,559+360.6% | Added |
| Great West Life Assurance Co | 138,483 | $4.78M | 0.01% | −1,920−1.4% | Reduced |
| Advisors Asset Management, Inc. | 138,049 | $4.77M | 0.07% | +28,331+25.8% | Added |
| Elo Mutual Pension Insurance Co | 133,511 | $4.61M | 0.06% | +63,517+90.7% | Added |
| Commonwealth Equity Services, LLC | 131,746 | $4.55M | 0.01% | −594−0.4% | Reduced |
| Brevan Howard Capital Management LP | 126,394 | $4.37M | 0.06% | +11,610+10.1% | Added |
| Ilex Capital Partners (UK) LLP | 126,060 | $4.35M | 0.09% | +126,060 | New |
| Illinois Municipal Retirement Fund | 125,152 | $4.32M | 0.05% | −18,723−13.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 124,380 | $4.30M | 0.01% | −11,417−8.4% | Reduced |
| Mercer Global Advisors Inc | 122,859 | $4.24M | 0.01% | +61,065+98.8% | Added |
| Martingale Asset Management L P | 122,445 | $4.23M | 0.10% | +31,473+34.6% | Added |
| Virginia Retirement Systems Et Al | 122,200 | $4.22M | 0.03% | +23,500+23.8% | Added |
| Miller Value Partners, LLC | 121,000 | $4.18M | 0.99% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 120,756 | $4.17M | 0.01% | +31,639+35.5% | Added |
| Edmp, Inc. | 120,683 | $4.17M | 3.35% | +2,291+1.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 118,067 | $4.08M | 0.00% | +9,735+9.0% | Added |
| Creative Planning | 117,883 | $4.07M | 0.00% | +36,690+45.2% | Added |
| State of Wisconsin Investment Board | 116,171 | $4.01M | 0.01% | −3,180−2.7% | Reduced |
| Hennessy Advisors Inc | 113,952 | $3.94M | 0.13% | −232,200−67.1% | Reduced |
| Nisa Investment Advisors, LLC | 111,206 | $3.88M | 0.01% | −2,474−2.2% | Reduced |
| Stifel Financial Corp | 105,927 | $3.66M | 0.00% | +617+0.6% | Added |
| MetLife Investment Management | 103,231 | $3.57M | 0.02% | −2,360−2.2% | Reduced |
| NewEdge Wealth, LLC | 102,396 | $3.54M | 0.04% | +22,256+27.8% | Added |
| Oppenheimer & Co Inc | 102,255 | $3.53M | 0.04% | +7,244+7.6% | Added |
| Jupiter Topco LLC | 98,107 | $3.39M | 0.00% | +98,107 | New |
| Evolve Private Wealth, LLC | 96,040 | $3.35M | 0.20% | +4,240+4.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 96,006 | $3.32M | 0.02% | +4,865+5.3% | Added |
| Amalgamated Bank | 95,507 | $3.30M | 0.02% | −10,535−9.9% | Reduced |
| State of Tennessee, Treasury Department | 94,385 | $3.26M | 0.01% | −1,699−1.8% | Reduced |
| GWM Advisors LLC | 93,195 | $3.22M | 0.01% | +769+0.8% | Added |
| Cetera Investment Advisers | 92,011 | $3.18M | 0.00% | +18,585+25.3% | Added |
| Bill Few Associates, Inc. | 91,832 | $3.17M | 0.68% | −1,337−1.4% | Reduced |
| Treasurer of the State of North Carolina | 91,513 | $3.16M | 0.01% | −540−0.6% | Reduced |
| SIR Capital Management, L.P. | 91,226 | $3.15M | 0.36% | −261,224−74.1% | Reduced |
| Synergy Financial Management, LLC | 88,290 | $3.05M | 0.29% | −12,934−12.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 89,321 | $2.96M | 0.00% | +55,999+168.1% | Added |
| KBC Group NV | 85,347 | $2.95M | 0.01% | +8,604+11.2% | Added |
| Natixis Advisors, L.P. | 85,005 | $2.94M | 0.00% | +1,680+2.0% | Added |
| M&T Bank Corp | 84,079 | $2.90M | 0.01% | −3,594−4.1% | Reduced |
| Vanguard Global Advisers, LLC | 81,989 | $2.83M | 0.00% | −4,042−4.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,667 | $2.79M | 0.01% | −2,873−3.4% | Reduced |
| American Century Companies Inc | 80,531 | $2.78M | 0.00% | −8,812−9.9% | Reduced |
| Mutual of America Capital Management LLC | 79,594 | $2.75M | 0.03% | −2,659−3.2% | Reduced |
| Waterloo Capital, L.P. | 77,270 | $2.67M | 0.15% | +2,562+3.4% | Added |
| Walsky Investment Management, Inc. | 75,015 | $2.59M | 2.41% | −250−0.3% | Reduced |
| Ethic Inc. | 73,040 | $2.52M | 0.03% | +73,040 | New |
| KLP Kapitalforvaltning AS | 72,300 | $2.52M | 0.01% | +5,800+8.7% | Added |
| Nomura Asset Management International Inc. | 72,900 | $2.52M | 0.00% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 72,692 | $2.51M | 0.17% | +72,692 | New |
| SummitTX Capital, L.P. | 72,211 | $2.49M | 0.07% | +47,246+189.2% | Added |
| Guggenheim Capital LLC | 72,002 | $2.49M | 0.02% | +3,088+4.5% | Added |
| Easterly Investment Partners LLC | 71,503 | $2.47M | 0.13% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 112,758 | $2.43M | 0.72% | +112,758 | New |
| Cozad Asset Management Inc | 69,986 | $2.42M | 0.16% | +5,720+8.9% | Added |
| Abundance Wealth Counselors | 68,803 | $2.38M | 0.15% | +35,376+105.8% | Added |
| Colony Group, LLC | 68,267 | $2.36M | 0.00% | +27,305+66.7% | Added |
| Public Employees Retirement System of Ohio | 66,504 | $2.30M | 0.01% | −1,267−1.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 66,450 | $2.30M | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 64,828 | $2.24M | 0.01% | +8,092+14.3% | Added |
| Alps Advisors Inc | 63,216 | $2.18M | 0.01% | +1,882+3.1% | Added |
| Yousif Capital Management, LLC | 63,135 | $2.18M | 0.02% | −4,095−6.1% | Reduced |
| Louisiana State Employees Retirement System | 62,700 | $2.17M | 0.03% | +500+0.8% | Added |
| State of New Jersey Common Pension Fund D | 61,766 | $2.13M | 0.01% | 00.0% | Unchanged |
| Kendall Capital Management | 61,578 | $2.13M | 0.35% | +12,600+25.7% | Added |
| Arizona State Retirement System | 59,225 | $2.05M | 0.01% | +223+0.4% | Added |
| MSH Capital Advisors LLC | 56,788 | $1.96M | 0.34% | +280+0.5% | Added |
| Landscape Capital Management, L.L.C. | 56,416 | $1.95M | 0.13% | +14,038+33.1% | Added |
| Deutsche Bank AG | 56,009 | $1.93M | 0.00% | −1,733−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 55,724 | $1.92M | 0.00% | +3,043+5.8% | Added |
| Jones Financial Companies LLLP | 53,664 | $1.90M | 0.00% | +6,316+13.3% | Added |
| Vanguard Investments Australia, Ltd. | 54,468 | $1.88M | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 53,901 | $1.86M | 0.01% | +597+1.1% | Added |
| JustInvest LLC | 52,926 | $1.83M | 0.01% | −7,972−13.1% | Reduced |
| Hudson Bay Capital Management LP | 52,873 | $1.83M | 0.01% | −181,548−77.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 51,326 | $1.77M | 0.01% | −2,452−4.6% | Reduced |
| Jacobi Capital Management LLC | 50,242 | $1.74M | 0.08% | +713+1.4% | Added |
| State of Michigan Retirement System | 50,158 | $1.73M | 0.01% | −1,500−2.9% | Reduced |
| RBF Capital, LLC | 50,000 | $1.73M | 0.07% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 49,577 | $1.71M | 0.16% | +592+1.2% | Added |
| CI Private Wealth, LLC | 49,142 | $1.70M | 0.00% | +11,158+29.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 48,227 | $1.67M | 0.02% | +143+0.3% | Added |