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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 899 | $29.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 911 | $30.0K | 0.00% | +911 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $31.4K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 973 | $32.2K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 976 | $32.3K | 0.02% | +16+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,044 | $34.5K | 0.00% | −193−15.6% | Reduced |
| Flagship Wealth Advisors, LLC | 1,049 | $34.7K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,050 | $34.7K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $36.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,099 | $36.3K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,184 | $39.1K | 0.00% | +1,184 | New |
| Golden State Wealth Management, LLC | 1,258 | $41.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,266 | $41.9K | 0.00% | +11+0.9% | Added |
| Vision Financial Markets LLC | 1,275 | $42.2K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 1,395 | $46.1K | 0.00% | +370+36.1% | Added |
| Anderson Financial Strategies, LLC | 1,466 | $48.5K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,500 | $49.6K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 1,510 | $49.9K | 0.00% | +1,510 | New |
| Quarry LP | 1,528 | $50.5K | 0.01% | +1,528 | New |
| Hantz Financial Services, Inc. | 1,556 | $51.0K | 0.00% | +158+11.3% | Added |
| Fairman Group, LLC | 1,785 | $51.1K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,609 | $52.9K | 0.01% | +6+0.4% | Added |
| SRS Capital Advisors, Inc. | 1,610 | $53.2K | 0.00% | −226−12.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $60.5K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 1,867 | $61.7K | 0.00% | +1,867 | New |
| Quintet Private Bank (Europe) S.A. | 1,880 | $62.2K | 0.00% | +380+25.3% | Added |
| Capital Advisors, Ltd. LLC | 1,968 | $65.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 2,055 | $68.0K | 0.03% | +1,210+143.2% | Added |
| Massmutual Trust Co FSB | 2,064 | $68.3K | 0.00% | +12+0.6% | Added |
| Stonebridge Financial Group, LLC | 2,078 | $68.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 2,234 | $73.9K | 0.00% | +2,179+3,961.8% | Added |
| Fifth Third Bancorp | 2,235 | $73.9K | 0.00% | +278+14.2% | Added |
| Jones Financial Companies LLLP | 2,251 | $74.0K | 0.00% | −481−17.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,250 | $74.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,442 | $80.8K | 0.00% | +1,097+81.6% | Added |
| Tompkins Financial Corp | 2,524 | $83.5K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,555 | $84.5K | 0.01% | +2,555 | New |
| Wealth Preservation Advisors, LLC | 2,603 | $86.1K | 0.06% | +2,603 | New |
| Allworth Financial LP | 2,651 | $86.7K | 0.00% | +148+5.9% | Added |
| Sound Income Strategies, LLC | 2,755 | $91.1K | 0.01% | +2,675+3,343.8% | Added |
| CIBC Private Wealth Group, LLC | 3,048 | $92.0K | 0.00% | −1,768−36.7% | Reduced |
| Security National Bank | 2,896 | $95.8K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,001 | $99.2K | 0.01% | +23+0.8% | Added |
| Central Trust Co | 3,175 | $105.0K | 0.00% | −250−7.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,185 | $106.0K | 0.05% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3,276 | $108.3K | 0.03% | +239+7.9% | Added |
| SBI Securities Co., Ltd. | 3,291 | $108.8K | 0.00% | +1,982+151.4% | Added |
| Whittier Trust Co of Nevada Inc | 3,305 | $109.3K | 0.00% | −9,451−74.1% | Reduced |
| Nomura Asset Management Co Ltd | 3,410 | $112.8K | 0.00% | −1,090−24.2% | Reduced |
| Private Wealth Asset Management, LLC | 3,590 | $118.7K | 0.02% | +3,590 | New |
| Missouri Trust & Investment Co | 3,600 | $119.1K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,755 | $124.2K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,931 | $130.0K | 0.00% | +653+19.9% | Added |
| Walleye Capital LLC | 3,955 | $130.8K | 0.00% | +1,196+43.3% | Added |
| Ronald Blue Trust, Inc. | 4,049 | $133.9K | 0.00% | +637+18.7% | Added |
| Coldstream Capital Management Inc | 4,849 | $160.4K | 0.00% | +4,849 | New |
| Quent Capital, LLC | 4,995 | $165.2K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,882 | $194.5K | 0.01% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 6,054 | $200.2K | 0.09% | +6,054 | New |
| Salvus Wealth Management, LLC | 6,060 | $200.4K | 0.13% | +6,060 | New |
| Perigon Wealth Management, LLC | 6,142 | $203.1K | 0.01% | +6,142 | New |
| Ci Investments Inc. | 6,229 | $206.0K | 0.00% | +139+2.3% | Added |
| IHT Wealth Management, LLC | 6,360 | $210.3K | 0.01% | +6,360 | New |
| Sonora Investment Management Group, LLC | 6,369 | $210.6K | 0.02% | +6,369 | New |
| CIBC Asset Management Inc | 6,477 | $214.2K | 0.00% | +6,477 | New |
| Ellis Investment Partners, LLC | 6,504 | $215.1K | 0.04% | −2,575−28.4% | Reduced |
| Blair William & Co | 6,516 | $215.5K | 0.00% | +6,516 | New |
| Custom Index Systems, LLC | 6,525 | $215.8K | 0.11% | +6,525 | New |
| Diversify Advisory Services, LLC | 6,609 | $216.4K | 0.01% | +6,609 | New |
| Change Path, LLC | 6,631 | $219.3K | 0.01% | +6,631 | New |
| Greenleaf Trust | 6,664 | $220.4K | 0.00% | +6,664 | New |
| Partnership Wealth Management, LLC | 6,750 | $223.2K | 0.19% | +6,750 | New |
| Wesbanco Bank Inc | 6,789 | $224.5K | 0.01% | +6,789 | New |
| Mutual Advisors, LLC | 6,917 | $225.7K | 0.01% | −374−5.1% | Reduced |
| Signaturefd, LLC | 6,841 | $226.2K | 0.00% | +10.0% | Added |
| Jeppson Wealth Management, LLC | 6,862 | $226.9K | 0.08% | +6,862 | New |
| Fifth Third Wealth Advisors LLC | 6,942 | $229.6K | 0.01% | +6,942 | New |
| Red Door Wealth Management, LLC | 6,966 | $230.4K | 0.03% | +6,966 | New |
| Lauer Wealth, LLC | 7,036 | $230.4K | 0.18% | −104−1.5% | Reduced |
| Ballentine Partners, LLC | 7,002 | $231.6K | 0.00% | +7,002 | New |
| Haverford Trust Co | 7,011 | $231.9K | 0.00% | +7,011 | New |
| Sym Financial Corp | 7,065 | $233.6K | 0.03% | +7,065 | New |
| Davenport & Co LLC | 7,102 | $234.9K | 0.00% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 7,024 | $234.9K | 0.08% | −500−6.6% | Reduced |
| Gamco Investors, Inc. Et Al | 7,200 | $238.1K | 0.00% | +7,200 | New |
| Good Life Advisors, LLC | 7,345 | $242.9K | 0.02% | +200+2.8% | Added |
| Captrust Financial Advisors | 7,352 | $243.1K | 0.00% | −2,643−26.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 7,371 | $243.8K | 0.06% | +7,371 | New |
| Steel Peak Wealth Management LLC | 7,326 | $245.1K | 0.01% | +7,326 | New |
| Manchester Financial Inc | 7,518 | $248.6K | 0.06% | +7,518 | New |
| Gsa Capital Partners LLP | 7,538 | $249.0K | 0.02% | +7,538 | New |
| We Are One Seven, LLC | 7,627 | $252.2K | 0.01% | +7,627 | New |
| First Citizens Bank & Trust Co | 7,703 | $254.7K | 0.01% | −3,950−33.9% | Reduced |
| HB Wealth Management, LLC | 7,704 | $254.8K | 0.00% | +91+1.2% | Added |
| Avantax Advisory Services, Inc. | 7,859 | $259.9K | 0.00% | +7,859 | New |
| Tectonic Advisors LLC | 7,890 | $260.9K | 0.02% | +7,890 | New |
| Sigma Planning Corp | 7,927 | $262.1K | 0.01% | −1,848−18.9% | Reduced |
| Shelton Capital Management | 7,942 | $262.6K | 0.01% | −596−7.0% | Reduced |
| Blueshift Asset Management, LLC | 7,955 | $263.1K | 0.10% | +7,955 | New |
| Impact Partnership Wealth, LLC | 7,993 | $264.3K | 0.06% | −2,866−26.4% | Reduced |