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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 7,133 | $257.7K | 0.00% | +4,882+216.9% | Added |
| Haverford Trust Co | 7,071 | $257.5K | 0.00% | +60+0.9% | Added |
| Red Door Wealth Management, LLC | 6,966 | $253.7K | 0.03% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,862 | $249.9K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,832 | $248.8K | 0.00% | −9−0.1% | Reduced |
| Mutual Advisors, LLC | 6,869 | $247.5K | 0.01% | −48−0.7% | Reduced |
| We Are One Seven, LLC | 6,765 | $246.4K | 0.01% | −862−11.3% | Reduced |
| Partnership Wealth Management, LLC | 6,750 | $245.8K | 0.20% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,736 | $245.3K | 0.03% | −2,172−24.4% | Reduced |
| Covestor Ltd | 6,678 | $243.0K | 0.14% | +5,882+738.9% | Added |
| Bridgefront Capital, LLC | 6,670 | $242.9K | 0.06% | +6,670 | New |
| GWN Securities Inc. | 6,624 | $241.5K | 0.04% | −22,528−77.3% | Reduced |
| Ellis Investment Partners, LLC | 6,578 | $239.6K | 0.05% | +74+1.1% | Added |
| Steel Peak Wealth Management LLC | 6,450 | $237.3K | 0.01% | −876−12.0% | Reduced |
| HB Wealth Management, LLC | 6,497 | $236.6K | 0.00% | −1,207−15.7% | Reduced |
| CIBC Asset Management Inc | 6,477 | $235.9K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 6,403 | $233.2K | 0.00% | −113−1.7% | Reduced |
| Quantbot Technologies LP | 6,392 | $232.8K | 0.01% | −101,088−94.1% | Reduced |
| Custom Index Systems, LLC | 6,338 | $230.8K | 0.11% | −187−2.9% | Reduced |
| Great Valley Advisor Group, Inc. | 6,295 | $229.3K | 0.01% | +6,295 | New |
| Consolidated Portfolio Review Corp | 6,290 | $229.1K | 0.03% | −5,573−47.0% | Reduced |
| Sonora Investment Management Group, LLC | 6,145 | $223.8K | 0.02% | −224−3.5% | Reduced |
| Perigon Wealth Management, LLC | 6,130 | $223.3K | 0.01% | −12−0.2% | Reduced |
| Lauer Wealth, LLC | 6,333 | $222.5K | 0.19% | −703−10.0% | Reduced |
| Allworth Financial LP | 6,078 | $221.4K | 0.00% | +3,427+129.3% | Added |
| Salvus Wealth Management, LLC | 6,020 | $219.2K | 0.13% | −40−0.7% | Reduced |
| Teza Capital Management LLC | 5,984 | $217.9K | 0.16% | +5,984 | New |
| JFS Wealth Advisors, LLC | 5,903 | $215.0K | 0.01% | +21+0.4% | Added |
| Graypoint LLC | 5,882 | $214.2K | 0.01% | +5,882 | New |
| Trust Investment Advisors | 5,768 | $210.1K | 0.13% | +5,768 | New |
| Pinkerton Retirement Specialists, LLC | 5,723 | $208.4K | 0.02% | +5,723 | New |
| Atomi Financial Group, Inc. | 5,683 | $207.0K | 0.01% | +5,683 | New |
| IHT Wealth Management, LLC | 5,612 | $204.4K | 0.01% | −748−11.8% | Reduced |
| Arete Wealth Advisors, LLC | 5,552 | $203.0K | 0.01% | +5,552 | New |
| Swiss Life Asset Management Ltd | 5,544 | $201.9K | 0.00% | +5,544 | New |
| Impact Partnership Wealth, LLC | 5,504 | $200.5K | 0.04% | −2,489−31.1% | Reduced |
| Capstone Wealth Management Group, LLC | 5,500 | $200.3K | 0.19% | +5,500 | New |
| Ci Investments Inc. | 5,102 | $186.0K | 0.00% | −1,127−18.1% | Reduced |
| Global Retirement Partners, LLC | 4,590 | $167.2K | 0.00% | +4,590 | New |
| Massmutual Trust Co FSB | 4,376 | $159.4K | 0.00% | +2,312+112.0% | Added |
| Ronald Blue Trust, Inc. | 4,210 | $153.3K | 0.00% | +161+4.0% | Added |
| Parallel Advisors, LLC | 4,150 | $151.1K | 0.00% | +219+5.6% | Added |
| Hartford Financial Management Inc. | 3,754 | $136.7K | 0.04% | −10.0% | Reduced |
| 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 |
| Private Wealth Asset Management, LLC | 3,590 | $130.7K | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,410 | $124.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,305 | $120.3K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3,279 | $119.4K | 0.03% | +3+0.1% | Added |
| AdvisorNet Financial, Inc | 3,215 | $117.1K | 0.01% | +3,078+2,246.7% | Added |
| SBI Securities Co., Ltd. | 3,208 | $116.8K | 0.00% | −83−2.5% | Reduced |
| Fifth Third Bancorp | 3,200 | $116.5K | 0.00% | +965+43.2% | Added |
| Hazlett, Burt & Watson, Inc. | 3,185 | $116.0K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,148 | $114.7K | 0.01% | +393+14.3% | Added |
| Security National Bank | 3,018 | $109.9K | 0.02% | +122+4.2% | Added |
| Wealth Preservation Advisors, LLC | 2,632 | $95.9K | 0.06% | +29+1.1% | Added |
| Umb Bank N A | 2,629 | $95.7K | 0.00% | +187+7.7% | Added |
| SRS Capital Advisors, Inc. | 2,601 | $94.7K | 0.00% | +991+61.6% | Added |
| Ameritas Advisory Services, LLC | 2,588 | $94.3K | 0.00% | +2,588 | New |
| Quarry LP | 2,461 | $89.6K | 0.02% | +933+61.1% | Added |
| Cullen/Frost Bankers, Inc. | 2,373 | $86.4K | 0.00% | +2,373 | New |
| Beaird Harris Wealth Management, LLC | 2,250 | $81.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,215 | $80.7K | 0.00% | −960−30.2% | Reduced |
| MAI Capital Management | 2,176 | $79.3K | 0.00% | +910+71.9% | Added |
| Hantz Financial Services, Inc. | 2,130 | $78.0K | 0.00% | +574+36.9% | Added |
| CIBC Private Wealth Group, LLC | 2,016 | $73.4K | 0.00% | −1,032−33.9% | Reduced |
| Capital Advisors, Ltd. LLC | 1,968 | $72.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,880 | $68.5K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 1,865 | $67.9K | 0.02% | −190−9.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $66.6K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 1,785 | $65.7K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,701 | $61.5K | 0.01% | +92+5.7% | Added |
| Duncker Streett & Co Inc | 1,500 | $54.6K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,280 | $46.6K | 0.01% | +640+100.0% | Added |
| Vision Financial Markets LLC | 1,275 | $46.4K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,262 | $46.0K | 0.00% | −1,262−50.0% | Reduced |
| Golden State Wealth Management, LLC | 1,258 | $45.8K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $40.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,099 | $40.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,051 | $38.3K | 0.00% | +7+0.7% | Added |
| Kimelman & Baird, LLC | 1,050 | $38.2K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,049 | $38.2K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 976 | $35.5K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 973 | $35.4K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $34.6K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 911 | $33.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 899 | $32.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 864 | $31.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 849 | $30.9K | 0.01% | +849 | New |
| Principal Securities, Inc. | 807 | $29.4K | 0.00% | +43+5.6% | Added |
| Kestra Investment Management, LLC | 856 | $28.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 769 | $28.0K | 0.00% | −626−44.9% | Reduced |
| Bessemer Group Inc | 782 | $28.0K | 0.00% | +56+7.7% | Added |
| Caldwell Trust Co | 741 | $27.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $26.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 684 | $24.9K | 0.00% | +15+2.2% | Added |
| Stone House Investment Management, LLC | 671 | $24.4K | 0.00% | +14+2.1% | Added |
| Huntington National Bank | 669 | $24.4K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 660 | $24.0K | 0.01% | +635+2,540.0% | Added |
| Alerus Financial NA | 645 | $23.5K | 0.00% | +645 | New |