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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 7,321 | $266.6K | 0.01% | −4,229−36.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,414 | $270.0K | 0.01% | +472+6.8% | Added |
| Manchester Financial Inc | 7,518 | $273.8K | 0.06% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 7,611 | $277.2K | 0.05% | +7,611 | New |
| Change Path, LLC | 7,687 | $280.0K | 0.01% | +1,056+15.9% | Added |
| Shelton Capital Management | 7,696 | $280.3K | 0.01% | −246−3.1% | Reduced |
| Sigma Planning Corp | 7,766 | $282.9K | 0.01% | −161−2.0% | Reduced |
| Jefferies Financial Group Inc. | 7,825 | $285.0K | 0.00% | −3,603−31.5% | Reduced |
| Pitcairn Co | 7,853 | $286.0K | 0.02% | −329−4.0% | Reduced |
| IFP Advisors, Inc | 5,106 | $287.9K | 0.01% | +4,734+1,272.6% | Added |
| Centaurus Financial, Inc. | 8,005 | $292.0K | 0.02% | +8,005 | New |
| RHS Financial, LLC | 8,204 | $298.8K | 0.17% | +8,204 | New |
| Horizon Investment Services, LLC | 8,273 | $301.3K | 0.13% | +223+2.8% | Added |
| Chesley Taft & Associates LLC | 8,280 | $301.6K | 0.01% | 00.0% | Unchanged |
| Mma Asset Management LLC | 8,347 | $304.0K | 0.12% | +8,347 | New |
| GAMMA Investing LLC | 8,517 | $310.2K | 0.02% | +119+1.4% | Added |
| Connable Office Inc | 8,544 | $311.2K | 0.03% | −339−3.8% | Reduced |
| First Eagle Investment Management, LLC | 8,613 | $313.7K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 8,752 | $318.7K | 0.00% | −39−0.4% | Reduced |
| CFS Investment Advisory Services, LLC | 8,770 | $319.0K | 0.03% | −35−0.4% | Reduced |
| Farther Finance Advisors, LLC | 8,853 | $322.4K | 0.01% | −814−8.4% | Reduced |
| Shell Asset Management Co | 8,918 | $325.0K | 0.01% | −1,570−15.0% | Reduced |
| Tectonic Advisors LLC | 8,933 | $325.3K | 0.02% | +1,043+13.2% | Added |
| Aster Capital Management (DIFC) Ltd | 9,134 | $332.7K | 0.08% | +9,134 | New |
| Meeder Advisory Services, Inc. | 9,186 | $334.6K | 0.02% | +139+1.5% | Added |
| Truist Financial Corp | 9,209 | $335.4K | 0.00% | −1,899−17.1% | Reduced |
| Avantax Planning Partners, Inc. | 9,213 | $335.6K | 0.01% | +9,213 | New |
| Accurate Wealth Management, LLC | 9,673 | $346.3K | 0.05% | −1,001−9.4% | Reduced |
| EverSource Wealth Advisors, LLC | 9,544 | $347.6K | 0.02% | +385+4.2% | Added |
| Sequoia Financial Advisors, LLC | 9,585 | $349.1K | 0.00% | −621−6.1% | Reduced |
| Corundum Trust Company, INC | 9,773 | $355.9K | 0.94% | −1,600−14.1% | Reduced |
| Belpointe Asset Management LLC | 9,806 | $357.1K | 0.01% | +48+0.5% | Added |
| Fullcircle Wealth LLC | 9,770 | $360.2K | 0.13% | +80+0.8% | Added |
| Vista Investment Partners LLC | 9,948 | $362.3K | 0.10% | +9,948 | New |
| Spirit of America Management Corp | 10,000 | $364.2K | 0.08% | 00.0% | Unchanged |
| Needham Investment Management LLC | 10,000 | $364.2K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,047 | $365.9K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 10,000 | $367.9K | 0.01% | 00.0% | Unchanged |
| Sherman Porfolios, LLC | 10,116 | $368.4K | 0.15% | +10,116 | New |
| US Bancorp | 10,120 | $368.6K | 0.00% | −753−6.9% | Reduced |
| Fulton Bank, N.A. | 10,176 | $370.6K | 0.01% | −5,890−36.7% | Reduced |
| Northstar Financial Companies, Inc. | 10,179 | $370.7K | 0.39% | −6,182−37.8% | Reduced |
| Neo Ivy Capital Management | 10,190 | $371.1K | 0.12% | +10,190 | New |
| State of Wyoming | 10,427 | $379.8K | 0.05% | −11,614−52.7% | Reduced |
| Brevan Howard Capital Management LP | 10,433 | $380.0K | 0.00% | +10,433 | New |
| Live Oak Investment Partners | 10,554 | $384.4K | 0.30% | +10,554 | New |
| J.W. Cole Advisors, Inc. | 10,580 | $385.3K | 0.01% | +252+2.4% | Added |
| Wesbanco Bank Inc | 10,789 | $392.9K | 0.01% | +4,000+58.9% | Added |
| BKD Wealth Advisors, LLC | 10,990 | $400.2K | 0.01% | −1,731−13.6% | Reduced |
| Park Avenue Securities LLC | 11,141 | $406.0K | 0.00% | −784−6.6% | Reduced |
| The PNC Financial Services Group, Inc. | 11,151 | $406.1K | 0.00% | −2,060−15.6% | Reduced |
| denkapparat Operations GmbH | 11,204 | $408.1K | 0.33% | +11,204 | New |
| Rydar Equities, Inc. | 11,284 | $411.0K | 0.32% | +11,284 | New |
| V2 Financial group LLC | 11,322 | $412.4K | 0.25% | −2,390−17.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 11,354 | $413.5K | 0.07% | +3,983+54.0% | Added |
| Summit Trail Advisors, LLC | 11,253 | $415.1K | 0.01% | +11,253 | New |
| Utah Retirement Systems | 11,500 | $418.8K | 0.00% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 11,662 | $424.7K | 0.04% | −13,904−54.4% | Reduced |
| Reston Wealth Management LLC | 11,707 | $426.4K | 0.15% | +14+0.1% | Added |
| Wetherby Asset Management Inc | 11,800 | $429.8K | 0.02% | +11,800 | New |
| HBK Sorce Advisory LLC | 11,931 | $434.5K | 0.01% | +297+2.6% | Added |
| Prospera Financial Services Inc | 12,166 | $443.5K | 0.01% | +12,166 | New |
| Merit Financial Group, LLC | 12,437 | $453.0K | 0.01% | +3,382+37.3% | Added |
| PFG Investments, LLC | 12,596 | $458.7K | 0.03% | +960+8.3% | Added |
| Integrity Alliance, LLC. | 12,694 | $462.3K | 0.03% | +12,694 | New |
| RD Lewis Holdings, Inc. | 13,163 | $466.8K | 0.47% | −80−0.6% | Reduced |
| Beacon Financial Group | 12,898 | $469.7K | 0.05% | −426−3.2% | Reduced |
| EMC Capital Management | 13,069 | $476.0K | 0.26% | +3,581+37.7% | Added |
| Scientech Research LLC | 13,298 | $484.3K | 0.12% | −2,305−14.8% | Reduced |
| Avantax Advisory Services, Inc. | 13,683 | $498.3K | 0.00% | +5,824+74.1% | Added |
| Horizon Investments, LLC | 13,880 | $505.5K | 0.01% | +13,880 | New |
| Hartree Partners, LP | 14,000 | $509.9K | 0.14% | +14,000 | New |
| Toroso Investments, LLC | 14,090 | $513.2K | 0.00% | +14,090 | New |
| Aviva PLC | 14,143 | $515.1K | 0.00% | +14,143 | New |
| CWM, LLC | 14,355 | $523.0K | 0.00% | +121+0.9% | Added |
| Graham Capital Management, L.P. | 14,395 | $524.3K | 0.02% | +14,395 | New |
| Carnegie Capital Asset Management, LLC | 14,804 | $539.2K | 0.01% | −127−0.9% | Reduced |
| Alpha Omega Wealth Management LLC | 15,154 | $551.9K | 0.10% | +10.0% | Added |
| Crossmark Global Holdings, Inc. | 15,294 | $557.0K | 0.01% | +259+1.7% | Added |
| AE Wealth Management LLC | 15,442 | $562.4K | 0.00% | +2,012+15.0% | Added |
| Tevis Investment Management | 15,520 | $571.1K | 0.37% | +15,520 | New |
| Oppenheimer Asset Management Inc. | 15,749 | $573.6K | 0.01% | +676+4.5% | Added |
| Cornerstone Select Advisors, LLC | 15,995 | $582.5K | 0.51% | +893+5.9% | Added |
| National Bank of Canada | 16,249 | $591.6K | 0.00% | +1,358+9.1% | Added |
| Securian Asset Management, Inc | 16,330 | $594.7K | 0.02% | +100+0.6% | Added |
| Atlas Capital Advisors LLC | 16,450 | $599.1K | 0.07% | −721−4.2% | Reduced |
| Moran Wealth Management, LLC | 16,517 | $601.5K | 0.02% | +16,517 | New |
| DekaBank Deutsche Girozentrale | 16,635 | $607.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 16,683 | $607.0K | 0.01% | +16,583+16,583.0% | Added |
| Landscape Capital Management, L.L.C. | 16,779 | $611.1K | 0.05% | −2,373−12.4% | Reduced |
| EP Wealth Advisors, LLC | 16,862 | $614.1K | 0.00% | −379−2.2% | Reduced |
| Apella Capital, LLC | 17,425 | $614.9K | 0.02% | +143+0.8% | Added |
| QRG Capital Management, Inc. | 16,984 | $618.6K | 0.01% | +842+5.2% | Added |
| Atria Wealth Solutions, Inc. | 16,920 | $621.0K | 0.01% | −786−4.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,317 | $630.7K | 0.00% | −194,988−91.8% | Reduced |
| IFG Advisory, LLC | 17,598 | $640.9K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 17,931 | $653.5K | 0.01% | +4,259+31.2% | Added |
| Commerce Bank | 18,023 | $656.4K | 0.00% | −1,195−6.2% | Reduced |
| Quadrant Capital Group LLC | 18,078 | $658.4K | 0.02% | +4,345+31.6% | Added |
| Private Advisor Group, LLC | 18,123 | $660.0K | 0.00% | +8,792+94.2% | Added |