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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 48,200 | $1.66M | 0.00% | +2,816+6.2% | Added |
| CIBC Bancorp USA Inc. | 46,087 | $1.58M | 0.00% | +2,203+5.0% | Added |
| Northwest & Ethical Investments L.P. | 45,301 | $1.56M | 0.04% | −77,520−63.1% | Reduced |
| PEAK6 LLC | 44,820 | $1.55M | 0.04% | +44,820 | New |
| Oregon Public Employees Retirement Fund | 44,326 | $1.53M | 0.02% | +300+0.7% | Added |
| Applied Finance Capital Management, LLC | 42,849 | $1.48M | 0.11% | +5,343+14.2% | Added |
| New Mexico Educational Retirement Board | 42,800 | $1.48M | 0.04% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 42,218 | $1.46M | 0.61% | +2,094+5.2% | Added |
| Amundi | 41,915 | $1.45M | 0.00% | −9,061−17.8% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 41,033 | $1.42M | 0.01% | +41,033 | New |
| Quantbot Technologies LP | 39,875 | $1.38M | 0.05% | −30,856−43.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 39,833 | $1.38M | 0.01% | −16,604−29.4% | Reduced |
| Vestcor Inc | 39,754 | $1.37M | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 39,541 | $1.37M | 0.04% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 39,461 | $1.36M | 0.00% | +6,796+20.8% | Added |
| Merit Financial Group, LLC | 39,361 | $1.36M | 0.01% | +10,576+36.7% | Added |
| Consolidated Planning Corp | 38,564 | $1.33M | 0.18% | +775+2.1% | Added |
| Huntleigh Advisors, Inc. | 38,543 | $1.33M | 0.19% | +66+0.2% | Added |
| Summit Trail Advisors, LLC | 38,355 | $1.32M | 0.02% | +10,020+35.4% | Added |
| South Dakota Investment Council | 37,879 | $1.31M | 0.02% | −387−1.0% | Reduced |
| Argyle Capital Management Inc. | 37,774 | $1.30M | 0.38% | +750+2.0% | Added |
| CWA Asset Management Group, LLC | 37,499 | $1.30M | 0.04% | +37,499 | New |
| Millennium Management LLC | 37,039 | $1.28M | 0.00% | −355,760−90.6% | Reduced |
| Susquehanna International Group, LLP | 36,791 | $1.27M | 0.00% | −68,455−65.0% | Reduced |
| RSM US Wealth Management LLC | 35,816 | $1.25M | 0.01% | −7,627−17.6% | Reduced |
| Pictet Asset Management Holding SA | 35,584 | $1.23M | 0.00% | −82,424−69.8% | Reduced |
| Diametric Capital, LP | 35,147 | $1.21M | 0.13% | +35,147 | New |
| BCM Advisors, LLC | 32,225 | $1.20M | 0.23% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 33,296 | $1.15M | 0.00% | +6,027+22.1% | Added |
| Xponance, Inc. | 32,710 | $1.13M | 0.01% | +3,417+11.7% | Added |
| Lazard Asset Management LLC | 32,555 | $1.12M | 0.00% | +32,555 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 32,274 | $1.11M | 0.00% | −2,958−8.4% | Reduced |
| Advisory Services Network, LLC | 32,187 | $1.11M | 0.01% | +552+1.7% | Added |
| CastleKnight Management LP | 31,600 | $1.09M | 0.04% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 30,600 | $1.06M | 0.16% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 30,228 | $1.04M | 0.00% | +124+0.4% | Added |
| Aristotle Capital Boston, LLC | 30,227 | $1.04M | 0.07% | −10,532−25.8% | Reduced |
| Atom Investors LP | 30,190 | $1.04M | 0.09% | −58,450−65.9% | Reduced |
| Ieq Capital, LLC | 29,820 | $1.03M | 0.00% | +29,820 | New |
| Chase Investment Counsel Corp | 29,656 | $1.02M | 0.22% | +993+3.5% | Added |
| HSBC Holdings PLC | 29,451 | $1.02M | 0.00% | −5,146−14.9% | Reduced |
| Mork Capital Management, LLC | 29,360 | $1.01M | 0.65% | 00.0% | Unchanged |
| Csenge Advisory Group | 29,349 | $1.01M | 0.04% | +3,271+12.5% | Added |
| First Citizens Bank & Trust Co | 29,226 | $1.01M | 0.02% | +133+0.5% | Added |
| Atria Investments LLC | 28,990 | $1.00M | 0.01% | +4,743+19.6% | Added |
| Integrated Wealth Concepts LLC | 28,630 | $988.9K | 0.01% | +12,661+79.3% | Added |
| Aster Capital Management (DIFC) Ltd | 28,146 | $972.2K | 0.21% | +28,146 | New |
| Investors Research Corp | 27,584 | $952.8K | 0.17% | −291−1.0% | Reduced |
| Naples Global Advisors, LLC | 26,943 | $940.2K | 0.06% | −93−0.3% | Reduced |
| Ascent Group, LLC | 26,908 | $929.4K | 0.03% | +9,355+53.3% | Added |
| Nilsine Partners, LLC | 26,254 | $906.8K | 0.06% | +1,200+4.8% | Added |
| Loudon Investment Management, LLC | 26,145 | $903.0K | 0.44% | −3,140−10.7% | Reduced |
| Glenmede Trust Co NA | 25,577 | $883.4K | 0.00% | −5,462−17.6% | Reduced |
| Sierra Summit Advisors LLC | 25,475 | $879.9K | 0.10% | +25,475 | New |
| Gamco Investors, Inc. Et Al | 24,695 | $853.0K | 0.01% | −128−0.5% | Reduced |
| Toroso Investments, LLC | 24,504 | $846.4K | 0.00% | −10,187−29.4% | Reduced |
| Dark Forest Capital Management LP | 24,472 | $845.3K | 0.05% | +24,472 | New |
| Kestra Advisory Services, LLC | 23,310 | $805.1K | 0.00% | −1,118−4.6% | Reduced |
| Clear Harbor Asset Management, LLC | 22,797 | $787.4K | 0.05% | +15+0.1% | Added |
| denkapparat Operations GmbH | 22,358 | $772.2K | 0.25% | +5,850+35.4% | Added |
| Rothschild Investment LLC | 22,111 | $763.7K | 0.03% | +21,984+17,310.2% | Added |
| Global Financial Private Client, LLC | 21,990 | $759.5K | 0.21% | +549+2.6% | Added |
| Bleakley Financial Group, LLC | 21,914 | $756.9K | 0.01% | +21,914 | New |
| Exchange Traded Concepts, LLC | 21,868 | $755.3K | 0.00% | −330−1.5% | Reduced |
| WBI Investments | 21,553 | $744.4K | 0.18% | −127−0.6% | Reduced |
| Natixis | 21,197 | $732.1K | 0.00% | +24+0.1% | Added |
| State of Alaska, Department of Revenue | 21,007 | $725.0K | 0.01% | −769−3.5% | Reduced |
| Live Oak Investment Partners | 20,870 | $720.9K | 0.39% | +665+3.3% | Added |
| Public Employees Retirement Association of Colorado | 20,649 | $713.0K | 0.00% | −1,671−7.5% | Reduced |
| NBC Securities, Inc. | 20,092 | $694.0K | 0.05% | −128−0.6% | Reduced |
| MML Investors Services, LLC | 20,055 | $692.7K | 0.00% | −1,668−7.7% | Reduced |
| Simplex Trading, LLC | 19,803 | $684.0K | 0.02% | +15,688+381.2% | Added |
| Childress Capital Advisors, LLC | 19,105 | $659.9K | 0.11% | +256+1.4% | Added |
| Farther Finance Advisors, LLC | 18,390 | $636.2K | 0.00% | +2,449+15.4% | Added |
| EP Wealth Advisors, LLC | 18,342 | $633.5K | 0.00% | +686+3.9% | Added |
| Prospera Financial Services Inc | 18,315 | $633.0K | 0.01% | +119+0.7% | Added |
| Sequoia Financial Advisors, LLC | 17,947 | $619.9K | 0.00% | +2,987+20.0% | Added |
| SRS Capital Advisors, Inc. | 17,795 | $614.6K | 0.00% | +13,348+300.2% | Added |
| Apella Capital, LLC | 17,380 | $613.0K | 0.01% | +158+0.9% | Added |
| Gsa Capital Partners LLP | 17,757 | $613.0K | 0.04% | −27,587−60.8% | Reduced |
| Warren Averett Asset Management, LLC | 17,742 | $612.8K | 0.00% | +2,789+18.7% | Added |
| DekaBank Deutsche Girozentrale | 16,635 | $603.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 17,401 | $601.0K | 0.00% | +17,401 | New |
| Burns Matteson Capital Management, LLC | 17,393 | $600.8K | 0.19% | +17,393 | New |
| Wesbanco Bank Inc | 17,239 | $595.4K | 0.01% | −450−2.5% | Reduced |
| ARGA Investment Management, LP | 17,216 | $594.6K | 0.02% | +104+0.6% | Added |
| Great Lakes Advisors, LLC | 17,215 | $594.6K | 0.00% | −9,605−35.8% | Reduced |
| Cynosure Management, LLC | 16,992 | $586.9K | 0.09% | +16,992 | New |
| Wealthspire Advisors, LLC | 16,974 | $586.3K | 0.00% | −744−4.2% | Reduced |
| Commerce Bank | 16,923 | $584.5K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 15,840 | $580.1K | 0.02% | +19+0.1% | Added |
| Federation des caisses Desjardins du Quebec | 16,671 | $575.8K | 0.00% | +2,576+18.3% | Added |
| Entropy Technologies, LP | 16,601 | $573.4K | 0.02% | +9,762+142.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,316 | $563.5K | 0.00% | +18+0.1% | Added |
| IFG Advisory, LLC | 16,303 | $563.1K | 0.02% | +16,303 | New |
| HB Wealth Management, LLC | 16,194 | $559.4K | 0.00% | +7,437+84.9% | Added |
| Laird Norton Trust Company, LLC | 15,810 | $552.0K | 0.01% | −232−1.4% | Reduced |
| Jane Street Group, LLC | 15,864 | $547.9K | 0.00% | −163−1.0% | Reduced |
| AE Wealth Management LLC | 15,496 | $535.2K | 0.00% | −455−2.9% | Reduced |
| Harrell Investment Partners, LLC | 15,415 | $532.4K | 0.12% | +2,802+22.2% | Added |