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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Trust Co | 741 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 782 | $28.0K | 0.00% | +56+7.7% | Added |
| Private Trust Co NA | 769 | $28.0K | 0.00% | −626−44.9% | Reduced |
| Kestra Investment Management, LLC | 856 | $28.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 807 | $29.4K | 0.00% | +43+5.6% | Added |
| Clear Street Markets LLC | 849 | $30.9K | 0.01% | +849 | New |
| LRI Investments, LLC | 864 | $31.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 899 | $32.7K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 911 | $33.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $34.6K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 973 | $35.4K | 0.02% | 00.0% | Unchanged |
| S.A. Mason LLC | 976 | $35.5K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,049 | $38.2K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,050 | $38.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,051 | $38.3K | 0.00% | +7+0.7% | Added |
| American National Bank | 1,099 | $40.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $40.1K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,258 | $45.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,262 | $46.0K | 0.00% | −1,262−50.0% | Reduced |
| Vision Financial Markets LLC | 1,275 | $46.4K | 0.04% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,280 | $46.6K | 0.01% | +640+100.0% | Added |
| Duncker Streett & Co Inc | 1,500 | $54.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,701 | $61.5K | 0.01% | +92+5.7% | Added |
| Fairman Group, LLC | 1,785 | $65.7K | 0.05% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $66.6K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 1,865 | $67.9K | 0.02% | −190−9.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,880 | $68.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,968 | $72.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,016 | $73.4K | 0.00% | −1,032−33.9% | Reduced |
| Hantz Financial Services, Inc. | 2,130 | $78.0K | 0.00% | +574+36.9% | Added |
| MAI Capital Management | 2,176 | $79.3K | 0.00% | +910+71.9% | Added |
| Central Trust Co | 2,215 | $80.7K | 0.00% | −960−30.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,250 | $81.9K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,373 | $86.4K | 0.00% | +2,373 | New |
| Quarry LP | 2,461 | $89.6K | 0.02% | +933+61.1% | Added |
| Ameritas Advisory Services, LLC | 2,588 | $94.3K | 0.00% | +2,588 | New |
| SRS Capital Advisors, Inc. | 2,601 | $94.7K | 0.00% | +991+61.6% | Added |
| Umb Bank N A | 2,629 | $95.7K | 0.00% | +187+7.7% | Added |
| Wealth Preservation Advisors, LLC | 2,632 | $95.9K | 0.06% | +29+1.1% | Added |
| Security National Bank | 3,018 | $109.9K | 0.02% | +122+4.2% | Added |
| Sound Income Strategies, LLC | 3,148 | $114.7K | 0.01% | +393+14.3% | Added |
| Hazlett, Burt & Watson, Inc. | 3,185 | $116.0K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,200 | $116.5K | 0.00% | +965+43.2% | Added |
| SBI Securities Co., Ltd. | 3,208 | $116.8K | 0.00% | −83−2.5% | Reduced |
| AdvisorNet Financial, Inc | 3,215 | $117.1K | 0.01% | +3,078+2,246.7% | Added |
| Riggs Asset Managment Co. Inc. | 3,279 | $119.4K | 0.03% | +3+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 3,305 | $120.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,410 | $124.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,590 | $130.7K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,600 | $131.1K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,600 | $131.1K | 0.01% | +3,600 | New |
| Hartford Financial Management Inc. | 3,754 | $136.7K | 0.04% | −10.0% | Reduced |
| Parallel Advisors, LLC | 4,150 | $151.1K | 0.00% | +219+5.6% | Added |
| Ronald Blue Trust, Inc. | 4,210 | $153.3K | 0.00% | +161+4.0% | Added |
| Massmutual Trust Co FSB | 4,376 | $159.4K | 0.00% | +2,312+112.0% | Added |
| Global Retirement Partners, LLC | 4,590 | $167.2K | 0.00% | +4,590 | New |
| Ci Investments Inc. | 5,102 | $186.0K | 0.00% | −1,127−18.1% | Reduced |
| Capstone Wealth Management Group, LLC | 5,500 | $200.3K | 0.19% | +5,500 | New |
| Impact Partnership Wealth, LLC | 5,504 | $200.5K | 0.04% | −2,489−31.1% | Reduced |
| Swiss Life Asset Management Ltd | 5,544 | $201.9K | 0.00% | +5,544 | New |
| Arete Wealth Advisors, LLC | 5,552 | $203.0K | 0.01% | +5,552 | New |
| IHT Wealth Management, LLC | 5,612 | $204.4K | 0.01% | −748−11.8% | Reduced |
| Atomi Financial Group, Inc. | 5,683 | $207.0K | 0.01% | +5,683 | New |
| Pinkerton Retirement Specialists, LLC | 5,723 | $208.4K | 0.02% | +5,723 | New |
| Trust Investment Advisors | 5,768 | $210.1K | 0.13% | +5,768 | New |
| Graypoint LLC | 5,882 | $214.2K | 0.01% | +5,882 | New |
| JFS Wealth Advisors, LLC | 5,903 | $215.0K | 0.01% | +21+0.4% | Added |
| Teza Capital Management LLC | 5,984 | $217.9K | 0.16% | +5,984 | New |
| Salvus Wealth Management, LLC | 6,020 | $219.2K | 0.13% | −40−0.7% | Reduced |
| Allworth Financial LP | 6,078 | $221.4K | 0.00% | +3,427+129.3% | Added |
| Lauer Wealth, LLC | 6,333 | $222.5K | 0.19% | −703−10.0% | Reduced |
| Perigon Wealth Management, LLC | 6,130 | $223.3K | 0.01% | −12−0.2% | Reduced |
| Sonora Investment Management Group, LLC | 6,145 | $223.8K | 0.02% | −224−3.5% | Reduced |
| Consolidated Portfolio Review Corp | 6,290 | $229.1K | 0.03% | −5,573−47.0% | Reduced |
| Great Valley Advisor Group, Inc. | 6,295 | $229.3K | 0.01% | +6,295 | New |
| Custom Index Systems, LLC | 6,338 | $230.8K | 0.11% | −187−2.9% | Reduced |
| Quantbot Technologies LP | 6,392 | $232.8K | 0.01% | −101,088−94.1% | Reduced |
| Blair William & Co | 6,403 | $233.2K | 0.00% | −113−1.7% | Reduced |
| CIBC Asset Management Inc | 6,477 | $235.9K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,497 | $236.6K | 0.00% | −1,207−15.7% | Reduced |
| Steel Peak Wealth Management LLC | 6,450 | $237.3K | 0.01% | −876−12.0% | Reduced |
| Ellis Investment Partners, LLC | 6,578 | $239.6K | 0.05% | +74+1.1% | Added |
| GWN Securities Inc. | 6,624 | $241.5K | 0.04% | −22,528−77.3% | Reduced |
| Bridgefront Capital, LLC | 6,670 | $242.9K | 0.06% | +6,670 | New |
| Covestor Ltd | 6,678 | $243.0K | 0.14% | +5,882+738.9% | Added |
| Linden Thomas Advisory Services, LLC | 6,736 | $245.3K | 0.03% | −2,172−24.4% | Reduced |
| Partnership Wealth Management, LLC | 6,750 | $245.8K | 0.20% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,765 | $246.4K | 0.01% | −862−11.3% | Reduced |
| Mutual Advisors, LLC | 6,869 | $247.5K | 0.01% | −48−0.7% | Reduced |
| Signaturefd, LLC | 6,832 | $248.8K | 0.00% | −9−0.1% | Reduced |
| Jeppson Wealth Management, LLC | 6,862 | $249.9K | 0.09% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 6,966 | $253.7K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 7,071 | $257.5K | 0.00% | +60+0.9% | Added |
| Jones Financial Companies LLLP | 7,133 | $257.7K | 0.00% | +4,882+216.9% | Added |
| Sym Financial Corp | 7,093 | $258.3K | 0.03% | +28+0.4% | Added |
| Beirne Wealth Consulting Services, LLC | 7,024 | $258.4K | 0.08% | 00.0% | Unchanged |
| Davenport & Co LLC | 7,102 | $258.7K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7,154 | $260.5K | 0.00% | −1,084−13.2% | Reduced |
| Good Life Advisors, LLC | 7,295 | $265.7K | 0.02% | −50−0.7% | Reduced |
| Ballentine Partners, LLC | 7,296 | $265.7K | 0.00% | +294+4.2% | Added |