Skip to content
Disclosery

UGI UGI CORP NEW

Follow

Stock (common), issuer CIK 884614

599 managers (613 13F filers) reported a position in UGI shares at 2025-12-31, 199,319,468 shares in all. 82 filers opened a position and 46 filers sold out during the quarter.

Managers
599
13F filers
613
New
82
Added
205
Reduced
206
Sold out
46
Shares held by filers
199,319,468

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.25,425,789$952M0.02%+149,36013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding22,748,284$851M-1,590,398Timeline
FMR LLCin group FMR LLC13,396,036$501M0.03%+681,04013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP9,081,665$343M0.01%-391,97513F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC7,334,009$275M0.2%+3,795,04613F-HRTimelineGroup
LSV ASSET MANAGEMENT5,775,509$216M0.47%-118,75413F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.5,546,238$208M0.7%-826,20913F-HR/ATimeline
SNYDER CAPITAL MANAGEMENT L P5,510,710$206M3.84%+156,59313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC4,342,677$163M0.01%-132,36713F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.3,486,332$130M0.01%+31,74513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,416,658$128M0.02%-86,22413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS3,191,444$119M0.23%+327,51113F-HRTimeline
NORGES BANK2,942,537$110M0.01%new13F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP2,866,116$107M0.02%+36,67913F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,828,724$106M0.08%+441,53513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,768,790$104M0.01%-91,55913F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,513,301$94.1M0.02%-43,14913F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,408,324$90.1M0.01%-67,00513F-HRTimelineGroup
Mitsubishi UFJ Trust & Banking Corpgroup of 2 filers holding2,204,496$82.5M-388,079Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.2,087,228$78.1M0.13%-348,96313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,943,024$72.7M0.01%+971,72713F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,840,724$68.9M0.02%-445,97513F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,814,753$67.9M0.06%+1,187,32613F-HRTimelineGroup
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD1,770,406$66.3M0.53%+61,02213F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.1,732,942$64.9M0.1%+606,96913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,698,286$63.6M-456,318Timeline
Squarepoint Ops LLCin group Squarepoint Ops LLC1,653,369$61.9M0.12%+937,67713F-HRTimelineGroup
Lansforsakringar Fondforvaltning AB (pu…1,402,892$52.5M0.26%-56,23913F-HRTimeline
Bragg Financial Advisors, Inc1,316,362$49.3M1.6%+207,86113F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC1,298,104$48.6M0.03%-19,04113F-HRTimeline
Artisan Partners Limited Partnership1,288,711$48.2M0.07%+714,96513F-HRTimeline
Energy Income Partners, LLC1,243,329$46.5M0.84%-296,94413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,235,062$46.2M<0.01%-556,12013F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…1,232,758$46.1M0.04%-2,487,18713F-HRTimelineGroup
Diamond Hill Capital Management, LLC (I…1,196,364$44.8M0.23%+47,98013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,058,840$39.6M0.07%-35,73713F-HRTimelineGroup
ProShare Advisors LLC988,425$37M0.07%+13,07613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P970,654$36.3M0.04%+38,59813F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC960,786$36M1.05%+238,91813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC897,948$33.6M0.02%-9,98013F-HRTimelineGroup
MACKENZIE FINANCIAL CORP880,771$33.2M0.04%+157,87413F-HRTimeline
Qube Research & Technologies Ltd842,497$31.5M0.05%+491,85113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/790,965$29.6M<0.01%-297,67613F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…759,579$28.4M0.01%-788,71513F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…736,449$27.6M0.03%-19,71413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA723,820$27.1M<0.01%-374,00113F-HRTimelineGroup
Callodine Capital Management, LP675,369$25.3M2.03%+78,76213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC674,693$25.3M0.02%-326,61813F-HRTimelineGroup
GAMCO Investors (Gabelli)group of 2 filers holding659,708$24.7M-7,631Timeline
Cresset Asset Management, LLC631,300$23.8M0.1%+87,39213F-HRTimeline
Arbejdsmarkedets Tillaegspension616,131$23.1M0.59%13F-HRTimeline
Retirement Systems of Alabama606,203$22.7M0.07%-1,91313F-HRTimeline
Nuveen, LLCin group TIAA586,992$22M0.01%+20,14713F-HRTimelineGroup
Hamlin Capital Management, LLC586,940$22M0.53%new13F-HRTimeline
BURNEY CO/571,765$21.4M0.67%-18,18613F-HRTimeline
RHUMBLINE ADVISERS556,991$20.8M0.02%-14,17213F-HRTimeline
Sourcerock Group LLC504,585$18.9M1.08%-211,48013F-HRTimeline
Man Group plcin group Man Group plc487,580$18.3M0.03%+246,84013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO464,595$17.4M0.02%+34,66013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding462,342$17.3M-15,985Timeline
Allianz Asset Management GmbHin group Allianz SE461,720$17.3M0.02%-147,32613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC449,178$16.8M0.01%+270,78213F-HRTimelineGroup
WEDGE CAPITAL MANAGEMENT L L P/NC437,229$16.4M0.29%-18,48813F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co431,818$16.2M0.78%-2,06013F-HRTimelineGroup
PANAGORA ASSET MANAGEMENT INC431,255$16.1M0.06%+102,18713F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC430,703$16.1M0.34%+72,52813F-HRTimeline
California Public Employees Retirement …426,366$16M0.01%-22,21113F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…426,293$16M<0.01%+3,32413F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc425,866$15.9M<0.01%-108,72513F-HRTimelineGroup
Swiss National Bank423,800$15.9M0.01%+8,00013F-HRTimeline
LPL Financial LLC419,789$15.7M<0.01%+16,73013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC402,309$15.1M0.31%-117,65313F-HRTimelineGroup
BW Gestao de Investimentos Ltda.401,594$15M0.53%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC380,648$14.2M<0.01%+69,47713F-HRTimelineGroup
HENNESSY ADVISORS INC357,952$13.4M0.47%-20,50013F-HRTimeline
ALLIANCEBERNSTEIN L.P.347,138$13M<0.01%-19,60313F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …343,748$12.9M0.01%+197,09813F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC339,786$12.7M0.11%+310,20613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS331,364$12.4M0.01%-39,74313F-HRTimelineGroup
SIR Capital Management, L.P.329,717$12.3M1.37%+51,00013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding325,495$12.2M+99,669Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN323,859$12.1M<0.01%+35,11813F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/322,763$12.1M<0.01%+22,81913F-HRTimeline
HEARTLAND ADVISORS INC319,000$11.9M0.64%+19,00013F-HRTimeline
Oxbow Advisors, LLC307,934$11.5M1.01%+86,64513F-HRTimeline
Amundiin group Amundi299,133$11.2M<0.01%+17,52013F-HRTimelineGroup
RPG Investment Advisory, LLC290,803$10.9M1.24%+3,86613F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…286,310$10.7M0.06%-12,68713F-HRTimelineGroup
ROFFMAN MILLER ASSOCIATES INC /PA/283,647$10.6M0.58%+8,10113F-HRTimeline
Sanctuary Advisors, LLC280,994$10.5M0.06%+25413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC267,169$10M<0.01%-59,51313F-HRTimelineGroup
Cyndeo Wealth Partners, LLC262,542$9.83M0.53%+9,03713F-HRTimeline
Miller Value Partners, LLC262,000$9.81M3.46%013F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC258,011$9.66M<0.01%+176,25813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC245,953$9.21M0.01%-4,83013F-HRTimeline
St. James Investment Company, LLC236,712$8.86M1.42%-55413F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…232,393$8.7M0.01%-14,33213F-HRTimelineGroup
SG Americas Securities, LLC227,467$8.51M0.01%+18,65213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC224,082$8.39M0.01%-278,71013F-HRTimelineGroup
Covalis Capital LLPin group Covalis Capital LLP222,801$8.34M0.65%-76,05813F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…219,710$8.22M0.02%-30,04213F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding218,178$8.17M+201,178Timeline
STANSBERRY ASSET MANAGEMENT, LLC218,103$8.16M0.83%+17,08413F-HRTimeline
Quantinno Capital Management LP217,867$8.15M0.02%+49,26513F-HRTimeline
Trexquant Investment LP217,294$8.13M0.07%+125,89313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC214,220$8.02M0.01%-172,36313F-HRTimeline
Janney Montgomery Scott LLC211,187$7.91M0.02%-5,62713F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…205,494$7.69M0.01%-20713F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …201,513$7.54M0.01%+7413F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT198,329$7.42M0.08%-15,92013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …191,802$7.22M0.01%-95,41113F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…189,712$7.1M0.01%-3,80013F-HRTimeline
Caisse de depot et placement du Quebec184,600$6.91M0.01%new13F-HRTimeline
HighTower Advisors, LLC184,323$6.9M0.01%+10,37013F-HRTimeline
Schonfeld Strategic Advisors LLC168,071$6.29M0.03%-33,63713F-HRTimeline
Advisors Asset Management, Inc.167,406$6.27M0.11%-101,30613F-HR/ATimeline
Calydon Capital166,170$6.22M1.05%+3,57213F-HRTimeline
FOSTER & MOTLEY INC165,187$6.18M0.33%+20,17913F-HRTimeline
COMERICA BANK162,593$6.09M0.02%+22,19213F-HRTimeline
Edgestream Partners, L.P.159,676$5.98M0.17%new13F-HRTimeline
CSM Advisors, LLC149,381$5.59M0.15%+7,45213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC149,130$5.58M0.01%+12,90013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co139,929$5.24M0.01%-1,98113F-HRTimelineGroup
MERITAGE PORTFOLIO MANAGEMENT136,203$5.1M0.34%-4,59813F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD133,797$5.01M0.01%-26,56913F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management133,250$4.99M0.01%-338,07013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding132,547$4.96M+34,502Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC131,093$4.91M0.01%-216,43213F-HRTimelineGroup
Illinois Municipal Retirement Fund128,647$4.82M0.06%+58813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC126,720$4.74M<0.01%+15,24113F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC125,370$4.74M0.02%+2,00013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC124,038$4.64M0.12%-59,09113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding123,236$4.61M-45,369Timeline
Northwest & Ethical Investments L.P.121,037$4.53M0.1%-27,26713F-HR/ATimeline
EDMP, INC.119,333$4.47M3.67%-9,39113F-HRTimeline
Hartree Partners, LP119,300$4.47M1.63%+91,30013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND111,396$4.17M0.01%+20013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…105,019$3.93M0.02%-5,44813F-HRTimelineGroup
State of Tennessee, Department of Treas…96,084$3.85M0.01%-4,11513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson100,693$3.77M<0.01%013F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding100,328$3.76M-278Timeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC99,667$3.73M0.39%new13F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al97,600$3.65M0.02%013F-HRTimeline
AMALGAMATED BANK96,426$3.61M0.03%-2,53213F-HRTimeline
NewEdge Advisors, LLC94,302$3.53M0.01%-9,64113F-HRTimeline
Aquatic Capital Management LLC93,384$3.5M0.1%new13F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding93,036$3.48M+5,296Timeline
MARTINGALE ASSET MANAGEMENT L P92,999$3.48M0.09%+19,91713F-HRTimeline
MANNING & NAPIER ADVISORS LLC92,604$3.47M0.05%-1,51213F-HRTimeline
KLP KAPITALFORVALTNING AS91,300$3.45M0.01%-1,90013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…91,404$3.42M0.01%-3,47113F-HRTimeline
Bill Few Associates, Inc.91,132$3.41M0.84%-2,46813F-HRTimeline
Police & Firemen's Retirement System of…90,436$3.39M0.03%-4,47713F-HRTimeline
Treasurer of the State of North Carolina90,088$3.37M0.01%-6,58413F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…89,446$3.35M0.04%-9,81213F-HRTimelineGroup
Ensign Peak Advisors, Inc87,929$3.29M0.01%-110,03013F-HR/ATimeline
HOURGLASS CAPITAL, LLC87,030$3.26M0.7%-2,08013F-HRTimeline
FIL Ltdin group FIL Ltd86,164$3.23M<0.01%+64,28213F-HRTimelineGroup
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…82,360$3.08M0.07%-108,23613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp82,247$3.08M0.01%+4,70813F-HR/ATimelineGroup
Ethic Inc.79,319$2.97M0.05%-17,10713F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC79,285$2.97M0.01%+1113F-HRTimeline
Y-Intercept (Hong Kong) Ltd78,449$2.94M0.07%+49,19713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC77,782$2.92M<0.01%+49,32513F-HR/ATimelineGroup
Coppell Advisory Solutions LLC76,757$2.9M0.29%+8,27213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding76,310$2.86M+72,900Timeline
KBC Group NVin group KBC Group NV76,227$2.85M0.01%+2,10513F-HRTimelineGroup
Waterloo Capital, L.P.75,375$2.82M0.2%+1,45113F-HRTimeline
Walsky Investment Management, Inc.75,178$2.81M2.87%13F-HRTimeline
Creative Planningin group Creative Planning73,841$2.76M<0.01%+19,99913F-HRTimelineGroup
Entropy Technologies, LP72,352$2.71M0.15%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC71,074$2.69M0.16%13F-HRTimeline
ALGERT GLOBAL LLC71,590$2.68M0.04%-55,31013F-HR/ATimeline
EASTERLY INVESTMENT PARTNERS LLC71,503$2.68M0.16%+17,77513F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC71,299$2.65M0.03%-1,87713F-HRTimeline
Cetera Investment Advisers70,785$2.65M<0.01%+5,95213F-HRTimeline
Steward Partners Investment Advisory, L…70,071$2.62M0.01%-2,37613F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP69,875$2.62M0.18%+48,47013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…69,704$2.61M0.01%-2,43213F-HRTimeline
Quantbot Technologies LP69,126$2.59M0.09%+32,88313F-HRTimeline
Bridgewater Associates, LP67,840$2.54M0.01%new13F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC67,215$2.52M0.01%+31,89613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…66,450$2.49M0.02%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd66,138$2.48M0.07%+55,32813F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC64,298$2.41M0.01%-2,54413F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC63,802$2.39M0.06%-6,30413F-HRTimeline
COZAD ASSET MANAGEMENT INC63,210$2.37M0.18%new13F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…61,766$2.31M0.01%-3,58813F-HRTimelineGroup
Engineers Gate Manager LP61,622$2.31M0.03%+12,30713F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC61,166$2.29M0.02%new13F-HRTimelineGroup
First National Trust Co60,341$2.26M0.08%013F-HRTimeline
Cambridge Investment Research Advisors,…59,856$2.24M0.01%-4,25613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\59,825$2.24M<0.01%+5,05713F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM59,807$2.24M0.01%-3,64813F-HRTimeline
Louisiana State Employees Retirement Sy…59,500$2.23M0.04%-30013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,449$2.15M<0.01%-2,42413F-HRTimelineGroup
Oakmont Investment Advisors, Inc.56,739$2.12M1.56%13F-HRTimeline
MSH Capital Advisors LLC56,300$2.11M0.45%+14713F-HRTimeline
Elo Mutual Pension Insurance Co55,298$2.07M0.03%-35,70913F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC55,231$2.07M0.02%-29,95113F-HRTimelineGroup