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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 6,477 | $214.2K | 0.00% | +6,477 | New |
| Sonora Investment Management Group, LLC | 6,369 | $210.6K | 0.02% | +6,369 | New |
| IHT Wealth Management, LLC | 6,360 | $210.3K | 0.01% | +6,360 | New |
| Ci Investments Inc. | 6,229 | $206.0K | 0.00% | +139+2.3% | Added |
| Perigon Wealth Management, LLC | 6,142 | $203.1K | 0.01% | +6,142 | New |
| Salvus Wealth Management, LLC | 6,060 | $200.4K | 0.13% | +6,060 | New |
| Oxford Asset Management LLP | 6,054 | $200.2K | 0.09% | +6,054 | New |
| JFS Wealth Advisors, LLC | 5,882 | $194.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,995 | $165.2K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,849 | $160.4K | 0.00% | +4,849 | New |
| Ronald Blue Trust, Inc. | 4,049 | $133.9K | 0.00% | +637+18.7% | Added |
| Walleye Capital LLC | 3,955 | $130.8K | 0.00% | +1,196+43.3% | Added |
| Parallel Advisors, LLC | 3,931 | $130.0K | 0.00% | +653+19.9% | Added |
| Hartford Financial Management Inc. | 3,755 | $124.2K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,600 | $119.1K | 0.04% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,590 | $118.7K | 0.02% | +3,590 | New |
| Nomura Asset Management Co Ltd | 3,410 | $112.8K | 0.00% | −1,090−24.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,305 | $109.3K | 0.00% | −9,451−74.1% | Reduced |
| SBI Securities Co., Ltd. | 3,291 | $108.8K | 0.00% | +1,982+151.4% | Added |
| Riggs Asset Managment Co. Inc. | 3,276 | $108.3K | 0.03% | +239+7.9% | Added |
| Hazlett, Burt & Watson, Inc. | 3,185 | $106.0K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 3,175 | $105.0K | 0.00% | −250−7.3% | Reduced |
| Lindbrook Capital, LLC | 3,001 | $99.2K | 0.01% | +23+0.8% | Added |
| Security National Bank | 2,896 | $95.8K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,048 | $92.0K | 0.00% | −1,768−36.7% | Reduced |
| Sound Income Strategies, LLC | 2,755 | $91.1K | 0.01% | +2,675+3,343.8% | Added |
| Allworth Financial LP | 2,651 | $86.7K | 0.00% | +148+5.9% | Added |
| Wealth Preservation Advisors, LLC | 2,603 | $86.1K | 0.06% | +2,603 | New |
| Headlands Technologies LLC | 2,555 | $84.5K | 0.01% | +2,555 | New |
| Tompkins Financial Corp | 2,524 | $83.5K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 2,442 | $80.8K | 0.00% | +1,097+81.6% | Added |
| Beaird Harris Wealth Management, LLC | 2,250 | $74.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,251 | $74.0K | 0.00% | −481−17.6% | Reduced |
| Fifth Third Bancorp | 2,235 | $73.9K | 0.00% | +278+14.2% | Added |
| Spire Wealth Management | 2,234 | $73.9K | 0.00% | +2,179+3,961.8% | Added |
| Stonebridge Financial Group, LLC | 2,078 | $68.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,064 | $68.3K | 0.00% | +12+0.6% | Added |
| United Community Bank | 2,055 | $68.0K | 0.03% | +1,210+143.2% | Added |
| Capital Advisors, Ltd. LLC | 1,968 | $65.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,880 | $62.2K | 0.00% | +380+25.3% | Added |
| South State Corp. | 1,867 | $61.7K | 0.00% | +1,867 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $60.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,610 | $53.2K | 0.00% | −226−12.3% | Reduced |
| Smartleaf Asset Management LLC | 1,609 | $52.9K | 0.01% | +6+0.4% | Added |
| Fairman Group, LLC | 1,785 | $51.1K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,556 | $51.0K | 0.00% | +158+11.3% | Added |
| Quarry LP | 1,528 | $50.5K | 0.01% | +1,528 | New |
| CSS LLC | 1,510 | $49.9K | 0.00% | +1,510 | New |
| Duncker Streett & Co Inc | 1,500 | $49.6K | 0.01% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 1,466 | $48.5K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 1,395 | $46.1K | 0.00% | +370+36.1% | Added |
| Vision Financial Markets LLC | 1,275 | $42.2K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 1,266 | $41.9K | 0.00% | +11+0.9% | Added |
| Golden State Wealth Management, LLC | 1,258 | $41.6K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,184 | $39.1K | 0.00% | +1,184 | New |
| American National Bank | 1,099 | $36.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $36.1K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,050 | $34.7K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,049 | $34.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,044 | $34.5K | 0.00% | −193−15.6% | Reduced |
| S.A. Mason LLC | 976 | $32.3K | 0.02% | +16+1.7% | Added |
| Deseret Mutual Benefit Administrators | 973 | $32.2K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $31.4K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 911 | $30.0K | 0.00% | +911 | New |
| Whittier Trust Co | 899 | $29.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 864 | $28.6K | 0.00% | −48−5.3% | Reduced |
| Kestra Investment Management, LLC | 856 | $28.3K | 0.00% | +856 | New |
| Hexagon Capital Partners LLC | 841 | $27.8K | 0.01% | +83+10.9% | Added |
| Covestor Ltd | 796 | $26.0K | 0.02% | −59−6.9% | Reduced |
| Valley National Advisers Inc | 766 | $25.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $24.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 726 | $24.0K | 0.00% | −167−18.7% | Reduced |
| Heritage Wealth Advisors | 720 | $23.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 669 | $22.1K | 0.00% | −21−3.0% | Reduced |
| Bogart Wealth, LLC | 669 | $22.1K | 0.00% | +55+9.0% | Added |
| Altshuler Shaham Ltd | 665 | $22.0K | 0.00% | −232−25.9% | Reduced |
| Stone House Investment Management, LLC | 657 | $21.7K | 0.00% | +657 | New |
| Principal Securities, Inc. | 764 | $21.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 642 | $21.2K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 640 | $21.1K | 0.00% | +393+159.1% | Added |
| Morton Brown Family Wealth, LLC | 627 | $20.8K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 622 | $20.6K | 0.00% | +322+107.3% | Added |
| Arlington Trust Co LLC | 609 | $20.1K | 0.00% | +609 | New |
| Versant Capital Management, Inc | 522 | $17.3K | 0.00% | +49+10.4% | Added |
| Fortis Group Advisors, LLC | 515 | $17.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 480 | $15.9K | 0.00% | +12+2.6% | Added |
| Bokf, NA | 476 | $15.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 475 | $15.7K | 0.01% | +475 | New |
| True Wealth Design, LLC | 471 | $15.6K | 0.01% | +2+0.4% | Added |
| Sierra Ocean, LLC | 423 | $14.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 380 | $12.6K | 0.00% | −1,870−83.1% | Reduced |
| IFP Advisors, Inc | 372 | $12.3K | 0.00% | −1,591−81.0% | Reduced |
| Amundi | 378 | $12.2K | 0.00% | −60,220−99.4% | Reduced |
| Private Wealth Management Group, LLC | 367 | $12.1K | 0.00% | +68+22.7% | Added |
| Atlantic Trust, LLC | 351 | $11.6K | 0.00% | +351 | New |
| AllSquare Wealth Management LLC | 307 | $10.2K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 293 | $9.00K | 0.00% | +293 | New |
| Continuum Advisory, LLC | 268 | $8.86K | 0.00% | −60−18.3% | Reduced |
| JNBA Financial Advisors | 266 | $8.80K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 241 | $7.97K | 0.01% | +136+129.5% | Added |