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 |
|---|---|---|---|---|---|
| Horizon Investment Services, LLC | 8,050 | $266.2K | 0.13% | +8,050 | New |
| Metis Global Partners, LLC | 8,145 | $269.4K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 8,182 | $270.6K | 0.02% | −628−7.1% | Reduced |
| Bryn Mawr Trust Co | 8,238 | $272.4K | 0.01% | −2,500−23.3% | Reduced |
| Chesley Taft & Associates LLC | 8,280 | $273.8K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8,398 | $277.7K | 0.02% | +573+7.3% | Added |
| Wealthedge Investment Advisors, LLC | 8,576 | $283.6K | 0.13% | −8,691−50.3% | Reduced |
| First Eagle Investment Management, LLC | 8,613 | $284.8K | 0.00% | +73+0.9% | Added |
| Engineers Gate Manager LP | 8,791 | $290.7K | 0.00% | +8,791 | New |
| CFS Investment Advisory Services, LLC | 8,805 | $291.0K | 0.03% | −116−1.3% | Reduced |
| Prelude Capital Management, LLC | 8,809 | $291.3K | 0.03% | −11,802−57.3% | Reduced |
| Connable Office Inc | 8,883 | $293.8K | 0.03% | −1,158−11.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,908 | $294.6K | 0.04% | +422+5.0% | Added |
| Meeder Advisory Services, Inc. | 9,047 | $299.2K | 0.02% | +605+7.2% | Added |
| Merit Financial Group, LLC | 9,055 | $299.4K | 0.00% | +1,435+18.8% | Added |
| EverSource Wealth Advisors, LLC | 9,159 | $302.9K | 0.02% | +1,096+13.6% | Added |
| Private Advisor Group, LLC | 9,331 | $308.6K | 0.00% | −247−2.6% | Reduced |
| Capula Management Ltd | 9,486 | $313.7K | 0.00% | +9,486 | New |
| EMC Capital Management | 9,488 | $314.0K | 0.19% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 9,690 | $316.7K | 0.13% | +9,690 | New |
| Belpointe Asset Management LLC | 9,758 | $322.7K | 0.02% | +359+3.8% | Added |
| Farther Finance Advisors, LLC | 9,667 | $323.8K | 0.01% | +5,517+132.9% | Added |
| Spirit of America Management Corp | 10,000 | $330.7K | 0.07% | −4,000−28.6% | Reduced |
| Needham Investment Management LLC | 10,000 | $330.7K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,047 | $332.3K | 0.01% | −1,948−16.2% | Reduced |
| Howland Capital Management LLC | 10,000 | $334.4K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 10,674 | $336.4K | 0.06% | −349−3.2% | Reduced |
| Sequoia Financial Advisors, LLC | 10,206 | $337.5K | 0.00% | +10,206 | New |
| J.W. Cole Advisors, Inc. | 10,328 | $341.5K | 0.01% | +10,328 | New |
| Shell Asset Management Co | 10,488 | $347.0K | 0.02% | −49−0.5% | Reduced |
| US Bancorp | 10,873 | $359.6K | 0.00% | +47+0.4% | Added |
| Wolverine Trading, LLC | 11,029 | $362.4K | 0.01% | −1,624−12.8% | Reduced |
| Truist Financial Corp | 11,108 | $367.3K | 0.00% | +11,108 | New |
| Y-Intercept (Hong Kong) Ltd | 11,175 | $369.6K | 0.03% | −18,814−62.7% | Reduced |
| Corundum Trust Company, INC | 11,373 | $376.1K | 1.08% | +11,373 | New |
| Jefferies Financial Group Inc. | 11,428 | $377.9K | 0.01% | +11,428 | New |
| Utah Retirement Systems | 11,500 | $380.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 11,550 | $382.0K | 0.01% | −9,397−44.9% | Reduced |
| HBK Sorce Advisory LLC | 11,634 | $384.7K | 0.01% | +1,381+13.5% | Added |
| PFG Investments, LLC | 11,636 | $384.8K | 0.02% | +6+0.1% | Added |
| Reston Wealth Management LLC | 11,693 | $386.7K | 0.16% | +152+1.3% | Added |
| Consolidated Portfolio Review Corp | 11,863 | $392.3K | 0.06% | −178−1.5% | Reduced |
| Park Avenue Securities LLC | 11,925 | $394.0K | 0.00% | +834+7.5% | Added |
| Oak Thistle LLC | 12,494 | $413.2K | 0.08% | +12,494 | New |
| BKD Wealth Advisors, LLC | 12,721 | $420.7K | 0.01% | −351−2.7% | Reduced |
| Panagora Asset Management Inc | 12,759 | $421.9K | 0.00% | −323−2.5% | Reduced |
| The PNC Financial Services Group, Inc. | 13,211 | $436.9K | 0.00% | −1,060−7.4% | Reduced |
| Beacon Financial Group | 13,324 | $440.6K | 0.05% | +4,888+57.9% | Added |
| RD Lewis Holdings, Inc. | 13,243 | $443.0K | 0.50% | −210−1.6% | Reduced |
| AE Wealth Management LLC | 13,430 | $444.1K | 0.00% | −4,759−26.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,672 | $449.3K | 0.00% | +636+4.9% | Added |
| United Services Automobile Association | 13,710 | $450.5K | 0.01% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 13,665 | $451.9K | 0.02% | +13,665 | New |
| V2 Financial group LLC | 13,712 | $453.5K | 0.29% | −1,788−11.5% | Reduced |
| Quadrant Capital Group LLC | 13,733 | $454.2K | 0.02% | +8,987+189.4% | Added |
| Carnegie Capital Asset Management, LLC | 14,931 | $455.5K | 0.01% | −382−2.5% | Reduced |
| Two Sigma Securities, LLC | 13,833 | $457.5K | 0.07% | +13,833 | New |
| V-Square Quantitative Management LLC | 13,844 | $457.8K | 0.07% | −564−3.9% | Reduced |
| CWM, LLC | 14,234 | $471.0K | 0.00% | +276+2.0% | Added |
| Penn Mutual Asset Management, LLC | 14,500 | $479.5K | 0.92% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 14,570 | $481.8K | 0.01% | +14,570 | New |
| Global Financial Private Client, LLC | 14,678 | $485.4K | 0.19% | +14,670+183,375.0% | Added |
| National Bank of Canada | 14,891 | $492.3K | 0.00% | +14,891 | New |
| Crossmark Global Holdings, Inc. | 15,035 | $497.2K | 0.01% | −44−0.3% | Reduced |
| Oppenheimer Asset Management Inc. | 15,073 | $498.5K | 0.01% | +1,371+10.0% | Added |
| Cornerstone Select Advisors, LLC | 15,102 | $499.4K | 0.47% | +8,013+113.0% | Added |
| Alpha Omega Wealth Management LLC | 15,153 | $501.1K | 0.10% | +776+5.4% | Added |
| Stratos Wealth Partners, LTD. | 15,244 | $504.1K | 0.01% | −2,070−12.0% | Reduced |
| Scientech Research LLC | 15,603 | $516.0K | 0.14% | +15,603 | New |
| Fulton Bank, N.A. | 16,066 | $531.3K | 0.02% | +106+0.7% | Added |
| QRG Capital Management, Inc. | 16,142 | $533.8K | 0.01% | +16,142 | New |
| Securian Asset Management, Inc | 16,230 | $536.7K | 0.02% | 00.0% | Unchanged |
| Apella Capital, LLC | 17,282 | $540.4K | 0.02% | +17,282 | New |
| Northstar Financial Companies, Inc. | 16,361 | $541.1K | 0.59% | +1,666+11.3% | Added |
| Convergence Investment Partners, LLC | 16,365 | $541.2K | 0.15% | +16,365 | New |
| CWA Asset Management Group, LLC | 16,558 | $547.6K | 0.03% | −2,285−12.1% | Reduced |
| DekaBank Deutsche Girozentrale | 16,635 | $548.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16,769 | $554.0K | 0.00% | +472+2.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 16,803 | $555.7K | 0.00% | +1,819+12.1% | Added |
| Atlas Capital Advisors LLC | 17,171 | $567.8K | 0.07% | +15,529+945.7% | Added |
| Vestcor Inc | 17,221 | $569.0K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 17,241 | $570.2K | 0.00% | +850+5.2% | Added |
| Bayforest Capital Ltd | 17,262 | $570.9K | 0.25% | +17,262 | New |
| Maridea Wealth Management LLC | 17,468 | $577.7K | 0.19% | +17,468 | New |
| Wealthspire Advisors, LLC | 17,574 | $581.2K | 0.00% | +323+1.9% | Added |
| IFG Advisory, LLC | 17,598 | $582.0K | 0.03% | −592−3.3% | Reduced |
| Atria Wealth Solutions, Inc. | 17,706 | $586.0K | 0.01% | +17,706 | New |
| Nilsine Partners, LLC | 18,007 | $595.5K | 0.07% | −311−1.7% | Reduced |
| MML Investors Services, LLC | 18,041 | $597.0K | 0.00% | −847−4.5% | Reduced |
| Kestra Advisory Services, LLC | 18,184 | $601.3K | 0.00% | +90+0.5% | Added |
| Wolverine Asset Management LLC | 18,783 | $621.2K | 0.01% | +18,783 | New |
| Landscape Capital Management, L.L.C. | 19,152 | $633.4K | 0.06% | +19,152 | New |
| Commerce Bank | 19,218 | $635.5K | 0.00% | −3,278−14.6% | Reduced |
| Wealthcare Advisory Partners LLC | 19,865 | $656.9K | 0.02% | +267+1.4% | Added |
| Measured Wealth Private Client Group, LLC | 20,040 | $662.7K | 0.21% | +20,040 | New |
| NBC Securities, Inc. | 20,640 | $682.0K | 0.06% | +20,621+108,531.6% | Added |
| AIA Group Ltd | 20,677 | $683.8K | 0.02% | +2,630+14.6% | Added |
| RSM US Wealth Management LLC | 20,466 | $684.6K | 0.01% | −663−3.1% | Reduced |
| Everence Capital Management Inc | 21,010 | $695.0K | 0.05% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 21,600 | $714.3K | 0.00% | 00.0% | Unchanged |