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Livermore
Livermore
ZHEN

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, Q2 2025

Institutional positions in Ugi Corp as of Jun 30, 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
594
+33 vs. Q1 2025
Shares held
196.5M
+2.23M (+1.1%) vs. Q1 2025
Total value
$7.16B
+$731.6M (+11.4%) vs. Q1 2025
New holders
93
227 more added
Sold out
60
175 more reduced

4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 594 institutions
Q1 2021: 498 institutionsQ2 2021: 502 institutionsQ3 2021: 512 institutionsQ4 2021: 564 institutionsQ1 2022: 537 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 486 institutionsQ3 2023: 444 institutionsQ4 2023: 444 institutionsQ1 2024: 446 institutionsQ2 2024: 464 institutionsQ3 2024: 476 institutionsQ4 2024: 510 institutionsQ1 2025: 565 institutionsQ2 2025: 594 institutionsQ3 2025: 569 institutionsQ4 2025: 613 institutionsQ1 2026: 597 institutionsQ2 2026: 625 institutions
Value heldQ2 2025: $7.16B
Q1 2021: $6.78BQ2 2021: $7.88BQ3 2021: $7.21BQ4 2021: $7.76BQ1 2022: $6.31BQ2 2022: $6.65BQ3 2022: $5.57BQ4 2022: $6.54BQ1 2023: $6.04BQ2 2023: $4.66BQ3 2023: $3.95BQ4 2023: $4.24BQ1 2024: $4.26BQ2 2024: $4.19BQ3 2024: $4.55BQ4 2024: $5.59BQ1 2025: $6.44BQ2 2025: $7.16BQ3 2025: $6.53BQ4 2025: $7.46BQ1 2026: $7.07BQ2 2026: $7.02B
Institutions holding UGI and their total value by quarter
QuarterHoldersValue
Q2 2026625$7.02B
Q1 2026597$7.07B
Q4 2025613$7.46B
Q3 2025569$6.53B
Q2 2025594$7.16B
Q1 2025565$6.44B
Q4 2024510$5.59B
Q3 2024476$4.55B
Q2 2024464$4.19B
Q1 2024446$4.26B
Q4 2023444$4.24B
Q3 2023444$3.95B
Q2 2023486$4.66B
Q1 2023525$6.04B
Q4 2022540$6.54B
Q3 2022510$5.57B
Q2 2022532$6.65B
Q1 2022537$6.31B
Q4 2021564$7.76B
Q3 2021512$7.21B
Q2 2021502$7.88B
Q1 2021498$6.78B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2025.

Institutions holding UGI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Stephens Consulting, LLC1$370.00%+1New
American Capital Advisory, LLC3$1100.00%−5−62.5%Reduced
LGT Financial Advisors LLC6$2190.00%+6New
IMA Wealth, Inc.6$2210.00%+6New
Principia Wealth Advisory, LLC9$3280.00%+9New
Quaker Wealth Management, LLC10$3650.00%+10New
NewSquare Capital LLC11$4010.00%00.0%Unchanged
Raleigh Capital Management Inc.11$4010.00%+11New
Bay Harbor Wealth Management, LLC12$4400.00%+8+200.0%Added
HFM Investment Advisors, LLC13$4730.00%+9+225.0%Added
MV Capital Management, Inc.13$4740.00%−2−13.3%Reduced
Parkworth Wealth Management, Inc.14$5100.00%+7+100.0%Added
Financial Management Professionals, Inc.14$5150.00%00.0%Unchanged
Cornerstone Planning Group LLC15$5450.00%+8+114.3%Added
TD Private Client Wealth LLC15$5460.00%00.0%Unchanged
First Horizon Advisors, Inc.16$5830.00%+16New
SJS Investment Consulting Inc.20$7290.00%−9−31.0%Reduced
WealthTrak Capital Management LLC20$7290.00%00.0%Unchanged
Rialto Wealth Management, LLC20$7290.00%+5+33.3%Added
Hughes Financial Services, LLC21$7600.00%00.0%Unchanged
Rakuten Securities, Inc.21$7650.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.22$7860.00%+1+4.8%Added
CVA Family Office, LLC22$8010.00%00.0%Unchanged
Cromwell Holdings LLC29$1.06K0.00%+29New
Rothschild Investment LLC30$1.09K0.00%−10−25.0%Reduced
Coastline Trust Co30$1.09K0.00%00.0%Unchanged
Highline Wealth Partners LLC30$1.09K0.00%00.0%Unchanged
Whipplewood Advisors, LLC31$1.13K0.00%+19+158.3%Added
Plante Moran Financial Advisors, LLC35$1.27K0.00%+35New
DiNuzzo Private Wealth, Inc.39$1.42K0.00%+7+21.9%Added
Team Financial Group, LLC42$1.52K0.00%+42New
Raffa Wealth Management, LLC48$1.75K0.00%00.0%Unchanged
Kilter Group LLC48$1.75K0.00%+48New
Toth Financial Advisory Corp50$1.82K0.00%00.0%Unchanged
Fortitude Family Office, LLC55$2.00K0.00%+55New
Bruce G. Allen Investments, LLC57$2.08K0.00%00.0%Unchanged
Transce3nd, LLC63$2.29K0.00%00.0%Unchanged
Sachetta, LLC64$2.33K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC70$2.56K0.00%+1+1.4%Added
Addison Advisors LLC80$2.91K0.00%00.0%Unchanged
South State Corp.82$2.99K0.00%−1,785−95.6%Reduced
Park Square Financial Group, LLC90$3.28K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc97$3.53K0.00%00.0%Unchanged
McIlrath & Eck, LLC100$3.64K0.00%00.0%Unchanged
Costello Asset Management, INC100$3.64K0.00%00.0%Unchanged
West Financial Advisors, LLC101$3.68K0.00%+1+1.0%Added
Mid-American Wealth Advisory Group, Inc.111$4.04K0.00%+111New
Capital A Wealth Management, LLC170$4.18K0.05%+163+2,328.6%Added
GPS Wealth Strategies Group, LLC129$4.70K0.00%+12+10.3%Added
North Star Investment Management Corp.130$4.74K0.00%00.0%Unchanged
CoreCap Advisors, LLC131$4.77K0.00%+105+403.8%Added
Colonial Trust Advisors150$5.46K0.00%+50+50.0%Added
Leonteq Securities AG152$5.54K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC163$5.94K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC163$6.00K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc177$6.45K0.00%+21+13.5%Added
New England Capital Financial Advisors LLC185$6.74K0.00%+185New
Safe Harbor Fiduciary, LLC185$6.74K0.01%+185New
Twin Peaks Wealth Advisors, LLC195$6.87K0.00%+195New
High Note Wealth, LLC190$6.92K0.00%−6−3.1%Reduced
Creative Financial Designs Inc203$7.38K0.00%+3+1.5%Added
SWAN Capital LLC209$7.61K0.00%+39+22.9%Added
Parkside Financial Bank & Trust216$7.87K0.00%+3+1.4%Added
Assetmark, Inc251$9.14K0.00%+235+1,468.8%Added
WPG Advisers, LLC253$9.21K0.01%+12+5.0%Added
Harbour Investments, Inc.259$9.43K0.00%+120+86.3%Added
Larson Financial Group LLC262$9.54K0.00%+78+42.4%Added
JNBA Financial Advisors266$9.69K0.00%00.0%Unchanged
Atwood & Palmer Inc270$9.83K0.00%+270New
Ogorek Anthony Joseph293$10.0K0.00%00.0%Unchanged
Hemington Wealth Management280$10.0K0.00%+103+58.2%Added
TD Waterhouse Canada Inc.318$11.1K0.00%+318New
AllSquare Wealth Management LLC307$11.2K0.01%00.0%Unchanged
Bell Investment Advisors, Inc320$11.7K0.00%+169+111.9%Added
Essential Partners LLC340$12.4K0.00%+340New
Atlantic Trust, LLC351$12.8K0.00%00.0%Unchanged
Private Wealth Management Group, LLC367$13.4K0.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC369$13.4K0.00%+369New
Trust Co of Toledo NA373$13.6K0.00%+373New
MCF Advisors LLC380$13.8K0.00%00.0%Unchanged
Sierra Ocean, LLC423$15.4K0.01%00.0%Unchanged
Spire Wealth Management449$16.4K0.00%−1,785−79.9%Reduced
Clearstead Advisors, LLC450$16.4K0.00%+433+2,547.1%Added
True Wealth Design, LLC474$17.3K0.01%+3+0.6%Added
Rise Advisors, LLC475$17.3K0.01%00.0%Unchanged
Bokf, NA476$17.3K0.00%00.0%Unchanged
Versant Capital Management, Inc496$18.1K0.00%−26−5.0%Reduced
Altshuler Shaham Ltd498$18.1K0.00%−167−25.1%Reduced
Fortis Group Advisors, LLC515$18.8K0.00%00.0%Unchanged
Geneos Wealth Management Inc.531$19.3K0.00%+51+10.6%Added
FNY Investment Advisers, LLC600$21.0K0.01%+600New
Estabrook Capital Management622$22.7K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC627$22.9K0.01%00.0%Unchanged
Asset Dedication, LLC642$23.4K0.00%00.0%Unchanged
Alerus Financial NA645$23.5K0.00%+645New
Bare Financial Services, Inc660$24.0K0.01%+635+2,540.0%Added
Huntington National Bank669$24.4K0.00%00.0%Unchanged
Stone House Investment Management, LLC671$24.4K0.00%+14+2.1%Added
Bogart Wealth, LLC684$24.9K0.00%+15+2.2%Added
Heritage Wealth Advisors720$26.2K0.00%00.0%Unchanged