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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 16,920 | $621.0K | 0.01% | −786−4.4% | Reduced |
| QRG Capital Management, Inc. | 16,984 | $618.6K | 0.01% | +842+5.2% | Added |
| Apella Capital, LLC | 17,425 | $614.9K | 0.02% | +143+0.8% | Added |
| EP Wealth Advisors, LLC | 16,862 | $614.1K | 0.00% | −379−2.2% | Reduced |
| Landscape Capital Management, L.L.C. | 16,779 | $611.1K | 0.05% | −2,373−12.4% | Reduced |
| 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 |
| Moran Wealth Management, LLC | 16,517 | $601.5K | 0.02% | +16,517 | New |
| Atlas Capital Advisors LLC | 16,450 | $599.1K | 0.07% | −721−4.2% | Reduced |
| Securian Asset Management, Inc | 16,330 | $594.7K | 0.02% | +100+0.6% | Added |
| National Bank of Canada | 16,249 | $591.6K | 0.00% | +1,358+9.1% | Added |
| Cornerstone Select Advisors, LLC | 15,995 | $582.5K | 0.51% | +893+5.9% | Added |
| Oppenheimer Asset Management Inc. | 15,749 | $573.6K | 0.01% | +676+4.5% | Added |
| Tevis Investment Management | 15,520 | $571.1K | 0.37% | +15,520 | New |
| AE Wealth Management LLC | 15,442 | $562.4K | 0.00% | +2,012+15.0% | Added |
| Crossmark Global Holdings, Inc. | 15,294 | $557.0K | 0.01% | +259+1.7% | Added |
| Alpha Omega Wealth Management LLC | 15,154 | $551.9K | 0.10% | +10.0% | Added |
| Carnegie Capital Asset Management, LLC | 14,804 | $539.2K | 0.01% | −127−0.9% | Reduced |
| Graham Capital Management, L.P. | 14,395 | $524.3K | 0.02% | +14,395 | New |
| CWM, LLC | 14,355 | $523.0K | 0.00% | +121+0.9% | Added |
| Aviva PLC | 14,143 | $515.1K | 0.00% | +14,143 | New |
| Toroso Investments, LLC | 14,090 | $513.2K | 0.00% | +14,090 | New |
| Hartree Partners, LP | 14,000 | $509.9K | 0.14% | +14,000 | New |
| Horizon Investments, LLC | 13,880 | $505.5K | 0.01% | +13,880 | New |
| Avantax Advisory Services, Inc. | 13,683 | $498.3K | 0.00% | +5,824+74.1% | Added |
| Scientech Research LLC | 13,298 | $484.3K | 0.12% | −2,305−14.8% | Reduced |
| EMC Capital Management | 13,069 | $476.0K | 0.26% | +3,581+37.7% | Added |
| Beacon Financial Group | 12,898 | $469.7K | 0.05% | −426−3.2% | Reduced |
| RD Lewis Holdings, Inc. | 13,163 | $466.8K | 0.47% | −80−0.6% | Reduced |
| Integrity Alliance, LLC. | 12,694 | $462.3K | 0.03% | +12,694 | New |
| PFG Investments, LLC | 12,596 | $458.7K | 0.03% | +960+8.3% | Added |
| Merit Financial Group, LLC | 12,437 | $453.0K | 0.01% | +3,382+37.3% | Added |
| Prospera Financial Services Inc | 12,166 | $443.5K | 0.01% | +12,166 | New |
| HBK Sorce Advisory LLC | 11,931 | $434.5K | 0.01% | +297+2.6% | Added |
| Wetherby Asset Management Inc | 11,800 | $429.8K | 0.02% | +11,800 | New |
| Reston Wealth Management LLC | 11,707 | $426.4K | 0.15% | +14+0.1% | Added |
| Qsemble Capital Management, LP | 11,662 | $424.7K | 0.04% | −13,904−54.4% | Reduced |
| Utah Retirement Systems | 11,500 | $418.8K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 11,253 | $415.1K | 0.01% | +11,253 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 11,354 | $413.5K | 0.07% | +3,983+54.0% | Added |
| V2 Financial group LLC | 11,322 | $412.4K | 0.25% | −2,390−17.4% | Reduced |
| Rydar Equities, Inc. | 11,284 | $411.0K | 0.32% | +11,284 | New |
| denkapparat Operations GmbH | 11,204 | $408.1K | 0.33% | +11,204 | New |
| The PNC Financial Services Group, Inc. | 11,151 | $406.1K | 0.00% | −2,060−15.6% | Reduced |
| Park Avenue Securities LLC | 11,141 | $406.0K | 0.00% | −784−6.6% | Reduced |
| BKD Wealth Advisors, LLC | 10,990 | $400.2K | 0.01% | −1,731−13.6% | Reduced |
| Wesbanco Bank Inc | 10,789 | $392.9K | 0.01% | +4,000+58.9% | Added |
| J.W. Cole Advisors, Inc. | 10,580 | $385.3K | 0.01% | +252+2.4% | Added |
| Live Oak Investment Partners | 10,554 | $384.4K | 0.30% | +10,554 | New |
| Brevan Howard Capital Management LP | 10,433 | $380.0K | 0.00% | +10,433 | New |
| State of Wyoming | 10,427 | $379.8K | 0.05% | −11,614−52.7% | Reduced |
| Neo Ivy Capital Management | 10,190 | $371.1K | 0.12% | +10,190 | New |
| Northstar Financial Companies, Inc. | 10,179 | $370.7K | 0.39% | −6,182−37.8% | Reduced |
| Fulton Bank, N.A. | 10,176 | $370.6K | 0.01% | −5,890−36.7% | Reduced |
| US Bancorp | 10,120 | $368.6K | 0.00% | −753−6.9% | Reduced |
| Sherman Porfolios, LLC | 10,116 | $368.4K | 0.15% | +10,116 | New |
| Howland Capital Management LLC | 10,000 | $367.9K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,047 | $365.9K | 0.01% | 00.0% | Unchanged |
| 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 |
| Vista Investment Partners LLC | 9,948 | $362.3K | 0.10% | +9,948 | New |
| Fullcircle Wealth LLC | 9,770 | $360.2K | 0.13% | +80+0.8% | Added |
| Belpointe Asset Management LLC | 9,806 | $357.1K | 0.01% | +48+0.5% | Added |
| Corundum Trust Company, INC | 9,773 | $355.9K | 0.94% | −1,600−14.1% | Reduced |
| Sequoia Financial Advisors, LLC | 9,585 | $349.1K | 0.00% | −621−6.1% | Reduced |
| EverSource Wealth Advisors, LLC | 9,544 | $347.6K | 0.02% | +385+4.2% | Added |
| Accurate Wealth Management, LLC | 9,673 | $346.3K | 0.05% | −1,001−9.4% | Reduced |
| Avantax Planning Partners, Inc. | 9,213 | $335.6K | 0.01% | +9,213 | New |
| Truist Financial Corp | 9,209 | $335.4K | 0.00% | −1,899−17.1% | Reduced |
| Meeder Advisory Services, Inc. | 9,186 | $334.6K | 0.02% | +139+1.5% | Added |
| Aster Capital Management (DIFC) Ltd | 9,134 | $332.7K | 0.08% | +9,134 | New |
| Tectonic Advisors LLC | 8,933 | $325.3K | 0.02% | +1,043+13.2% | Added |
| Shell Asset Management Co | 8,918 | $325.0K | 0.01% | −1,570−15.0% | Reduced |
| Farther Finance Advisors, LLC | 8,853 | $322.4K | 0.01% | −814−8.4% | Reduced |
| CFS Investment Advisory Services, LLC | 8,770 | $319.0K | 0.03% | −35−0.4% | Reduced |
| Engineers Gate Manager LP | 8,752 | $318.7K | 0.00% | −39−0.4% | Reduced |
| First Eagle Investment Management, LLC | 8,613 | $313.7K | 0.00% | 00.0% | Unchanged |
| Connable Office Inc | 8,544 | $311.2K | 0.03% | −339−3.8% | Reduced |
| GAMMA Investing LLC | 8,517 | $310.2K | 0.02% | +119+1.4% | Added |
| Mma Asset Management LLC | 8,347 | $304.0K | 0.12% | +8,347 | New |
| Chesley Taft & Associates LLC | 8,280 | $301.6K | 0.01% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 8,273 | $301.3K | 0.13% | +223+2.8% | Added |
| RHS Financial, LLC | 8,204 | $298.8K | 0.17% | +8,204 | New |
| Centaurus Financial, Inc. | 8,005 | $292.0K | 0.02% | +8,005 | New |
| IFP Advisors, Inc | 5,106 | $287.9K | 0.01% | +4,734+1,272.6% | Added |
| Pitcairn Co | 7,853 | $286.0K | 0.02% | −329−4.0% | Reduced |
| Jefferies Financial Group Inc. | 7,825 | $285.0K | 0.00% | −3,603−31.5% | Reduced |
| Sigma Planning Corp | 7,766 | $282.9K | 0.01% | −161−2.0% | Reduced |
| Shelton Capital Management | 7,696 | $280.3K | 0.01% | −246−3.1% | Reduced |
| Change Path, LLC | 7,687 | $280.0K | 0.01% | +1,056+15.9% | Added |
| PAX Financial Group, LLC | 7,611 | $277.2K | 0.05% | +7,611 | New |
| Manchester Financial Inc | 7,518 | $273.8K | 0.06% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,414 | $270.0K | 0.01% | +472+6.8% | Added |
| Tower Research Capital LLC (TRC) | 7,321 | $266.6K | 0.01% | −4,229−36.6% | Reduced |
| Ballentine Partners, LLC | 7,296 | $265.7K | 0.00% | +294+4.2% | Added |
| Good Life Advisors, LLC | 7,295 | $265.7K | 0.02% | −50−0.7% | Reduced |
| Bryn Mawr Trust Co | 7,154 | $260.5K | 0.00% | −1,084−13.2% | Reduced |
| Davenport & Co LLC | 7,102 | $258.7K | 0.00% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 7,024 | $258.4K | 0.08% | 00.0% | Unchanged |
| Sym Financial Corp | 7,093 | $258.3K | 0.03% | +28+0.4% | Added |