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, Q1 2025
Institutional positions in Ugi Corp as of Mar 31, 2025. 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
- 565
- +59 vs. Q4 2024
- Shares held
- 194.7M
- −1.84M (−0.9%) vs. Q4 2024
- Total value
- $6.44B
- +$874.9M (+15.7%) vs. Q4 2024
- New holders
- 113
- 192 more added
- Sold out
- 54
- 167 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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, Q1 2025
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 4 | $133 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $133 | 0.00% | +4 | New |
| Caitong International Asset Management Co., Ltd | 6 | $198 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 7 | $229 | 0.00% | +7 | New |
| Capital A Wealth Management, LLC | 7 | $231 | 0.00% | −5−41.7% | Reduced |
| Parkworth Wealth Management, Inc. | 7 | $231 | 0.00% | +3+75.0% | Added |
| American Capital Advisory, LLC | 8 | $265 | 0.00% | +8 | New |
| NewSquare Capital LLC | 11 | $364 | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 14 | $463 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 15 | $496 | 0.00% | +15 | New |
| MV Capital Management, Inc. | 15 | $497 | 0.00% | +1+7.1% | Added |
| Rialto Wealth Management, LLC | 15 | $497 | 0.00% | +15 | New |
| Bullock Wealth Management Group | 16 | $523 | 0.00% | +1+6.7% | Added |
| Assetmark, Inc | 16 | $529 | 0.00% | −11−40.7% | Reduced |
| Clearstead Advisors, LLC | 17 | $563 | 0.00% | +10+142.9% | Added |
| MPWM Advisory Solutions, LLC | 19 | $628 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $662 | 0.00% | +5+33.3% | Added |
| Rakuten Securities, Inc. | 21 | $694 | 0.00% | −179−89.5% | Reduced |
| Mather Group, LLC. | 21 | $694 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 21 | $694 | 0.00% | +21 | New |
| Hughes Financial Services, LLC | 21 | $704 | 0.00% | +21 | New |
| CVA Family Office, LLC | 22 | $728 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 25 | $827 | 0.00% | +25 | New |
| CoreCap Advisors, LLC | 26 | $860 | 0.00% | +26 | New |
| Whipplewood Advisors, LLC | 12 | $926 | 0.00% | −16−57.1% | Reduced |
| SJS Investment Consulting Inc. | 29 | $960 | 0.00% | +4+16.0% | Added |
| Coastline Trust Co | 30 | $992 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $992 | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 32 | $1.06K | 0.00% | +3+10.3% | Added |
| Rothschild Investment LLC | 40 | $1.32K | 0.00% | +15+60.0% | Added |
| Raffa Wealth Management, LLC | 48 | $1.59K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $1.65K | 0.00% | −100−66.7% | Reduced |
| Bruce G. Allen Investments, LLC | 57 | $1.89K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 63 | $2.08K | 0.00% | −540−89.6% | Reduced |
| Sachetta, LLC | 64 | $2.12K | 0.00% | −6−8.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 69 | $2.29K | 0.00% | +1+1.5% | Added |
| Addison Advisors LLC | 80 | $2.65K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 97 | $2.74K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 90 | $2.98K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 91 | $3.01K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $3.31K | 0.00% | +100 | New |
| Costello Asset Management, INC | 100 | $3.31K | 0.00% | +100 | New |
| West Financial Advisors, LLC | 100 | $3.31K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 117 | $3.87K | 0.00% | +2+1.7% | Added |
| Picton Mahoney Asset Management | 100 | $4.00K | 0.00% | +52+108.3% | Added |
| North Star Investment Management Corp. | 130 | $4.30K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 137 | $4.53K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 139 | $4.60K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 150 | $4.99K | 0.00% | −1−0.7% | Reduced |
| Bell Investment Advisors, Inc | 151 | $4.99K | 0.00% | +30+24.8% | Added |
| Hemington Wealth Management | 177 | $5.00K | 0.00% | +50+39.4% | Added |
| Leonteq Securities AG | 152 | $5.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 156 | $5.16K | 0.00% | +71+83.5% | Added |
| Prestige Wealth Management Group LLC | 163 | $5.45K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 163 | $5.45K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 170 | $5.62K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 214 | $6.04K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 184 | $6.08K | 0.00% | +57+44.9% | Added |
| High Note Wealth, LLC | 196 | $6.48K | 0.00% | −21−9.7% | Reduced |
| Creative Financial Designs Inc | 200 | $6.63K | 0.00% | +7+3.6% | Added |
| Parkside Financial Bank & Trust | 213 | $7.04K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 215 | $7.19K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 223 | $7.38K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 230 | $7.61K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 241 | $7.97K | 0.01% | +136+129.5% | Added |
| JNBA Financial Advisors | 266 | $8.80K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 268 | $8.86K | 0.00% | −60−18.3% | Reduced |
| Ogorek Anthony Joseph | 293 | $9.00K | 0.00% | +293 | New |
| AllSquare Wealth Management LLC | 307 | $10.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 351 | $11.6K | 0.00% | +351 | New |
| Private Wealth Management Group, LLC | 367 | $12.1K | 0.00% | +68+22.7% | Added |
| Amundi | 378 | $12.2K | 0.00% | −60,220−99.4% | Reduced |
| IFP Advisors, Inc | 372 | $12.3K | 0.00% | −1,591−81.0% | Reduced |
| MCF Advisors LLC | 380 | $12.6K | 0.00% | −1,870−83.1% | Reduced |
| Sierra Ocean, LLC | 423 | $14.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 471 | $15.6K | 0.01% | +2+0.4% | Added |
| Rise Advisors, LLC | 475 | $15.7K | 0.01% | +475 | New |
| Bokf, NA | 476 | $15.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 480 | $15.9K | 0.00% | +12+2.6% | Added |
| Fortis Group Advisors, LLC | 515 | $17.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 522 | $17.3K | 0.00% | +49+10.4% | Added |
| Arlington Trust Co LLC | 609 | $20.1K | 0.00% | +609 | New |
| Estabrook Capital Management | 622 | $20.6K | 0.00% | +322+107.3% | Added |
| Morton Brown Family Wealth, LLC | 627 | $20.8K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 640 | $21.1K | 0.00% | +393+159.1% | Added |
| Asset Dedication, LLC | 642 | $21.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 764 | $21.6K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 657 | $21.7K | 0.00% | +657 | New |
| Altshuler Shaham Ltd | 665 | $22.0K | 0.00% | −232−25.9% | Reduced |
| Huntington National Bank | 669 | $22.1K | 0.00% | −21−3.0% | Reduced |
| Bogart Wealth, LLC | 669 | $22.1K | 0.00% | +55+9.0% | Added |
| Heritage Wealth Advisors | 720 | $23.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 726 | $24.0K | 0.00% | −167−18.7% | Reduced |
| Caldwell Trust Co | 741 | $24.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 766 | $25.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 796 | $26.0K | 0.02% | −59−6.9% | Reduced |
| Hexagon Capital Partners LLC | 841 | $27.8K | 0.01% | +83+10.9% | Added |
| Kestra Investment Management, LLC | 856 | $28.3K | 0.00% | +856 | New |
| LRI Investments, LLC | 864 | $28.6K | 0.00% | −48−5.3% | Reduced |