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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 15,073 | $498.5K | 0.01% | +1,371+10.0% | Added |
| Crossmark Global Holdings, Inc. | 15,035 | $497.2K | 0.01% | −44−0.3% | Reduced |
| National Bank of Canada | 14,891 | $492.3K | 0.00% | +14,891 | New |
| Global Financial Private Client, LLC | 14,678 | $485.4K | 0.19% | +14,670+183,375.0% | Added |
| NewEdge Wealth, LLC | 14,570 | $481.8K | 0.01% | +14,570 | New |
| Penn Mutual Asset Management, LLC | 14,500 | $479.5K | 0.92% | 00.0% | Unchanged |
| CWM, LLC | 14,234 | $471.0K | 0.00% | +276+2.0% | Added |
| V-Square Quantitative Management LLC | 13,844 | $457.8K | 0.07% | −564−3.9% | Reduced |
| Two Sigma Securities, LLC | 13,833 | $457.5K | 0.07% | +13,833 | New |
| Carnegie Capital Asset Management, LLC | 14,931 | $455.5K | 0.01% | −382−2.5% | Reduced |
| Quadrant Capital Group LLC | 13,733 | $454.2K | 0.02% | +8,987+189.4% | Added |
| V2 Financial group LLC | 13,712 | $453.5K | 0.29% | −1,788−11.5% | Reduced |
| SummitTX Capital, L.P. | 13,665 | $451.9K | 0.02% | +13,665 | New |
| United Services Automobile Association | 13,710 | $450.5K | 0.01% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 13,672 | $449.3K | 0.00% | +636+4.9% | Added |
| AE Wealth Management LLC | 13,430 | $444.1K | 0.00% | −4,759−26.2% | Reduced |
| RD Lewis Holdings, Inc. | 13,243 | $443.0K | 0.50% | −210−1.6% | Reduced |
| Beacon Financial Group | 13,324 | $440.6K | 0.05% | +4,888+57.9% | Added |
| The PNC Financial Services Group, Inc. | 13,211 | $436.9K | 0.00% | −1,060−7.4% | Reduced |
| Panagora Asset Management Inc | 12,759 | $421.9K | 0.00% | −323−2.5% | Reduced |
| BKD Wealth Advisors, LLC | 12,721 | $420.7K | 0.01% | −351−2.7% | Reduced |
| Oak Thistle LLC | 12,494 | $413.2K | 0.08% | +12,494 | New |
| Park Avenue Securities LLC | 11,925 | $394.0K | 0.00% | +834+7.5% | Added |
| Consolidated Portfolio Review Corp | 11,863 | $392.3K | 0.06% | −178−1.5% | Reduced |
| Reston Wealth Management LLC | 11,693 | $386.7K | 0.16% | +152+1.3% | Added |
| PFG Investments, LLC | 11,636 | $384.8K | 0.02% | +6+0.1% | Added |
| HBK Sorce Advisory LLC | 11,634 | $384.7K | 0.01% | +1,381+13.5% | Added |
| Tower Research Capital LLC (TRC) | 11,550 | $382.0K | 0.01% | −9,397−44.9% | Reduced |
| Utah Retirement Systems | 11,500 | $380.3K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 11,428 | $377.9K | 0.01% | +11,428 | New |
| Corundum Trust Company, INC | 11,373 | $376.1K | 1.08% | +11,373 | New |
| Y-Intercept (Hong Kong) Ltd | 11,175 | $369.6K | 0.03% | −18,814−62.7% | Reduced |
| Truist Financial Corp | 11,108 | $367.3K | 0.00% | +11,108 | New |
| Wolverine Trading, LLC | 11,029 | $362.4K | 0.01% | −1,624−12.8% | Reduced |
| US Bancorp | 10,873 | $359.6K | 0.00% | +47+0.4% | Added |
| Shell Asset Management Co | 10,488 | $347.0K | 0.02% | −49−0.5% | Reduced |
| J.W. Cole Advisors, Inc. | 10,328 | $341.5K | 0.01% | +10,328 | New |
| Sequoia Financial Advisors, LLC | 10,206 | $337.5K | 0.00% | +10,206 | New |
| Accurate Wealth Management, LLC | 10,674 | $336.4K | 0.06% | −349−3.2% | Reduced |
| Howland Capital Management LLC | 10,000 | $334.4K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,047 | $332.3K | 0.01% | −1,948−16.2% | Reduced |
| 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 |
| Farther Finance Advisors, LLC | 9,667 | $323.8K | 0.01% | +5,517+132.9% | Added |
| Belpointe Asset Management LLC | 9,758 | $322.7K | 0.02% | +359+3.8% | Added |
| Fullcircle Wealth LLC | 9,690 | $316.7K | 0.13% | +9,690 | New |
| EMC Capital Management | 9,488 | $314.0K | 0.19% | 00.0% | Unchanged |
| Capula Management Ltd | 9,486 | $313.7K | 0.00% | +9,486 | New |
| Private Advisor Group, LLC | 9,331 | $308.6K | 0.00% | −247−2.6% | Reduced |
| EverSource Wealth Advisors, LLC | 9,159 | $302.9K | 0.02% | +1,096+13.6% | Added |
| Merit Financial Group, LLC | 9,055 | $299.4K | 0.00% | +1,435+18.8% | Added |
| Meeder Advisory Services, Inc. | 9,047 | $299.2K | 0.02% | +605+7.2% | Added |
| Linden Thomas Advisory Services, LLC | 8,908 | $294.6K | 0.04% | +422+5.0% | Added |
| Connable Office Inc | 8,883 | $293.8K | 0.03% | −1,158−11.5% | Reduced |
| Prelude Capital Management, LLC | 8,809 | $291.3K | 0.03% | −11,802−57.3% | Reduced |
| CFS Investment Advisory Services, LLC | 8,805 | $291.0K | 0.03% | −116−1.3% | Reduced |
| Engineers Gate Manager LP | 8,791 | $290.7K | 0.00% | +8,791 | New |
| First Eagle Investment Management, LLC | 8,613 | $284.8K | 0.00% | +73+0.9% | Added |
| Wealthedge Investment Advisors, LLC | 8,576 | $283.6K | 0.13% | −8,691−50.3% | Reduced |
| GAMMA Investing LLC | 8,398 | $277.7K | 0.02% | +573+7.3% | Added |
| Chesley Taft & Associates LLC | 8,280 | $273.8K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 8,238 | $272.4K | 0.01% | −2,500−23.3% | Reduced |
| Pitcairn Co | 8,182 | $270.6K | 0.02% | −628−7.1% | Reduced |
| Metis Global Partners, LLC | 8,145 | $269.4K | 0.01% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 8,050 | $266.2K | 0.13% | +8,050 | New |
| Impact Partnership Wealth, LLC | 7,993 | $264.3K | 0.06% | −2,866−26.4% | Reduced |
| Blueshift Asset Management, LLC | 7,955 | $263.1K | 0.10% | +7,955 | New |
| Shelton Capital Management | 7,942 | $262.6K | 0.01% | −596−7.0% | Reduced |
| Sigma Planning Corp | 7,927 | $262.1K | 0.01% | −1,848−18.9% | Reduced |
| Tectonic Advisors LLC | 7,890 | $260.9K | 0.02% | +7,890 | New |
| Avantax Advisory Services, Inc. | 7,859 | $259.9K | 0.00% | +7,859 | New |
| HB Wealth Management, LLC | 7,704 | $254.8K | 0.00% | +91+1.2% | Added |
| First Citizens Bank & Trust Co | 7,703 | $254.7K | 0.01% | −3,950−33.9% | Reduced |
| We Are One Seven, LLC | 7,627 | $252.2K | 0.01% | +7,627 | New |
| Gsa Capital Partners LLP | 7,538 | $249.0K | 0.02% | +7,538 | New |
| Manchester Financial Inc | 7,518 | $248.6K | 0.06% | +7,518 | New |
| Steel Peak Wealth Management LLC | 7,326 | $245.1K | 0.01% | +7,326 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 7,371 | $243.8K | 0.06% | +7,371 | New |
| Captrust Financial Advisors | 7,352 | $243.1K | 0.00% | −2,643−26.4% | Reduced |
| Good Life Advisors, LLC | 7,345 | $242.9K | 0.02% | +200+2.8% | Added |
| Gamco Investors, Inc. Et Al | 7,200 | $238.1K | 0.00% | +7,200 | New |
| Beirne Wealth Consulting Services, LLC | 7,024 | $234.9K | 0.08% | −500−6.6% | Reduced |
| Davenport & Co LLC | 7,102 | $234.9K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 7,065 | $233.6K | 0.03% | +7,065 | New |
| Haverford Trust Co | 7,011 | $231.9K | 0.00% | +7,011 | New |
| Ballentine Partners, LLC | 7,002 | $231.6K | 0.00% | +7,002 | New |
| Lauer Wealth, LLC | 7,036 | $230.4K | 0.18% | −104−1.5% | Reduced |
| Red Door Wealth Management, LLC | 6,966 | $230.4K | 0.03% | +6,966 | New |
| Fifth Third Wealth Advisors LLC | 6,942 | $229.6K | 0.01% | +6,942 | New |
| Jeppson Wealth Management, LLC | 6,862 | $226.9K | 0.08% | +6,862 | New |
| Signaturefd, LLC | 6,841 | $226.2K | 0.00% | +10.0% | Added |
| Mutual Advisors, LLC | 6,917 | $225.7K | 0.01% | −374−5.1% | Reduced |
| Wesbanco Bank Inc | 6,789 | $224.5K | 0.01% | +6,789 | New |
| Partnership Wealth Management, LLC | 6,750 | $223.2K | 0.19% | +6,750 | New |
| Greenleaf Trust | 6,664 | $220.4K | 0.00% | +6,664 | New |
| Change Path, LLC | 6,631 | $219.3K | 0.01% | +6,631 | New |
| Diversify Advisory Services, LLC | 6,609 | $216.4K | 0.01% | +6,609 | New |
| Custom Index Systems, LLC | 6,525 | $215.8K | 0.11% | +6,525 | New |
| Blair William & Co | 6,516 | $215.5K | 0.00% | +6,516 | New |
| Ellis Investment Partners, LLC | 6,504 | $215.1K | 0.04% | −2,575−28.4% | Reduced |