Skip to main content

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.

Q3 2025 vs. Q2 2025

How the institutions holding Ugi Corp changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of UGI: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders59411569−14
Shares196.5M3.34M196.1M+2.96M (+1.5%)
Value$7.16B$121.8M$6.53B−$511.3M (−7.3%)

11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (65)

Institutions that held Ugi Corp at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to UGI in Q3 2025
InstitutionSharesValue% of portfolio
Private Management Group Inc721,868$24.0M0.71%
Artisan Partners Limited Partnership573,746$19.1M0.03%
Qube Research & Technologies Ltd350,646$11.7M0.02%
Amundi281,613$9.12M0.00%
Man Group plc240,740$8.01M0.02%
Principal Street Partners, LLC162,598$5.41M0.86%
AXA Investment Managers S.A.146,812$4.88M0.01%
Campbell & CO Investment Adviser LLC101,584$3.38M0.26%
Assenagon Asset Management S.A.79,355$2.64M0.00%
Prudential PLC58,566$1.95M0.01%
Great Lakes Advisors, LLC40,982$1.36M0.01%
Pacer Advisors, Inc.37,333$1.24M0.00%
Consolidated Planning Corp30,898$1.03M0.11%
Oxford Asset Management LLP21,606$718.6K0.24%
Occudo Quantitative Strategies LP21,405$711.9K0.09%
D. E. Shaw & Co., Inc.21,142$703.2K0.00%
Two Sigma Advisers, LP17,000$565.4K0.00%
Gsa Capital Partners LLP15,561$518.0K0.04%
Federation des caisses Desjardins du Quebec14,377$478.2K0.00%
CFO4Life Group, LLC14,261$474.3K0.07%
Prelude Capital Management, LLC13,053$434.1K0.03%
Point72 (DIFC) Ltd12,885$428.5K0.03%
XTX Topco Ltd10,810$359.5K0.02%
IMC-Chicago, LLC10,077$335.2K0.01%
Investment Research Partners LLC9,785$325.0K0.15%
Keebeck Alpha, LP8,767$291.6K0.41%
MidWestOne Financial Group, Inc.8,482$282.1K0.03%
FORA Capital, LLC8,466$281.6K0.05%
Camden Capital, LLC8,241$274.1K0.02%
Mirabella Financial Services LLP8,111$269.8K0.02%
Empowered Funds, LLC7,871$261.8K0.00%
Family Management Corp7,551$251.1K0.03%
Coldstream Capital Management Inc7,519$250.1K0.00%
Evergreen Capital Management LLC7,390$246.6K0.01%
Elevated Capital Advisors, LLC7,322$243.5K0.06%
Group One Trading, L.P.7,237$240.7K0.01%
Ellevest, Inc.7,067$235.0K0.03%
Harvest Investment Services, LLC6,223$207.0K0.04%
Quent Capital, LLC4,901$163.0K0.01%
Rockefeller Capital Management L.P.4,555$151.5K0.00%
BFSG, LLC4,530$150.7K0.01%
Abich Financial Wealth Management LLC3,710$123.4K0.04%
Annis Gardner Whiting Capital Advisors, LLC2,435$81.0K0.02%
Princeton Global Asset Management LLC1,000$33.3K0.01%
Mather Group, LLC.987$32.8K0.00%
Caitlin John, LLC979$32.6K0.02%
Manchester Capital Management LLC790$26.3K0.00%
Root Financial Partners, LLC659$21.9K0.00%
Caitong International Asset Management Co., Ltd540$18.0K0.01%
Alpine Bank Wealth Management475$15.8K0.00%
Vermillion & White Wealth Management Group, LLC375$12.5K0.01%
Steigerwald, Gordon & Koch Inc.254$8.46K0.00%
Groupe la Francaise200$5.65K0.00%
S&T Bank98$3.26K0.00%
T. Rowe Price Investment Management, Inc.77$3.00K0.00%
HM Payson & Co67$2.23K0.00%
WealthCollab, LLC54$1.80K0.00%
Cloud Capital Management, LLC32$1.00K0.00%
UMA Financial Services, Inc.30$9980.00%
Wealth Watch Advisors, INC22$7320.00%
Guerra Advisors Inc20$6650.00%
Halbert Hargrove Global Advisors, LLC14$4660.00%
Key Financial Inc8$2680.00%
Palisade Asset Management, LLC3$1000.00%
Tortoise Investment Management, LLC2$670.00%

Sold out (79)

Institutions that held Ugi Corp at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of UGI in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Marshall Wace, LLP342,365$12.5M
Edgestream Partners, L.P.213,673$7.78M
AXA S.A.195,179$7.11M
Two Sigma Investments, LP167,007$6.08M
Schroder Investment Management Group149,111$5.43M
Vennlight Capital Management, LP144,845$5.28M
Nkcfo LLC50,250$1.83M
Entropy Technologies, LP47,202$1.72M
SummitTX Capital, L.P.42,315$1.54M
Simplex Trading, LLC41,114$1.50M
Bridgewater Associates, LP36,252$1.32M
CWM Advisors, LLC32,406$1.18M
ISAM Funds (UK) Ltd25,923$944.1K
Inspire Advisors, LLC25,137$915.5K
Atom Investors LP23,808$867.1K
Aristeia Capital LLC22,720$827.5K
CWA Asset Management Group, LLC20,987$764.4K
111 Capital20,591$749.9K
K.J. Harrison & Partners Inc20,000$728.4K
Wealthcare Advisory Partners LLC19,568$712.7K
Wolverine Asset Management LLC18,964$690.7K
QRG Capital Management, Inc.16,984$618.6K
Landscape Capital Management, L.L.C.16,779$611.1K
National Bank of Canada16,249$591.6K
Graham Capital Management, L.P.14,395$524.3K
Toroso Investments, LLC14,090$513.2K
Horizon Investments, LLC13,880$505.5K
Integrity Alliance, LLC.12,694$462.3K
Qsemble Capital Management, LP11,662$424.7K
Rydar Equities, Inc.11,284$411.0K
Neo Ivy Capital Management10,190$371.1K
Northstar Financial Companies, Inc.10,179$370.7K
Sherman Porfolios, LLC10,116$368.4K
Centaurus Financial, Inc.8,005$292.0K
Pitcairn Co7,853$286.0K
Jefferies Financial Group Inc.7,825$285.0K
Shelton Capital Management7,696$280.3K
PAX Financial Group, LLC7,611$277.2K
Manchester Financial Inc7,518$273.8K
Mutual Advisors, LLC6,869$247.5K
GWN Securities Inc.6,624$241.5K
Steel Peak Wealth Management LLC6,450$237.3K
Custom Index Systems, LLC6,338$230.8K
Consolidated Portfolio Review Corp6,290$229.1K
Sonora Investment Management Group, LLC6,145$223.8K
Lauer Wealth, LLC6,333$222.5K
Teza Capital Management LLC5,984$217.9K
Trust Investment Advisors5,768$210.1K
Pinkerton Retirement Specialists, LLC5,723$208.4K
IHT Wealth Management, LLC5,612$204.4K
Arete Wealth Advisors, LLC5,552$203.0K
Impact Partnership Wealth, LLC5,504$200.5K
Capstone Wealth Management Group, LLC5,500$200.3K
Riggs Asset Managment Co. Inc.3,279$119.4K
Skopos Labs, Inc.1,280$46.6K
American National Bank1,099$40.0K
S.A. Mason LLC976$35.5K
Clear Street Markets LLC849$30.9K
Kestra Investment Management, LLC856$28.3K
Geneos Wealth Management Inc.531$19.3K
Sierra Ocean, LLC423$15.4K
Mount Yale Investment Advisors, LLC369$13.4K
TD Waterhouse Canada Inc.318$11.1K
Atwood & Palmer Inc270$9.83K
SWAN Capital LLC209$7.61K
Twin Peaks Wealth Advisors, LLC195$6.87K
New England Capital Financial Advisors LLC185$6.74K
Colonial Trust Advisors150$5.46K
Mid-American Wealth Advisory Group, Inc.111$4.04K
Park Square Financial Group, LLC90$3.28K
CBIZ Investment Advisory Services, LLC70$2.56K
Transce3nd, LLC63$2.29K
Toth Financial Advisory Corp50$1.82K
Whipplewood Advisors, LLC31$1.13K
WealthTrak Capital Management LLC20$729
NewSquare Capital LLC11$401
LGT Financial Advisors LLC6$219
American Capital Advisory, LLC3$110
Stephens Consulting, LLC1$37

Not filed for Q3 2025 yet (11)

Institutions that held Ugi Corp at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UGI in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank3,265,767$118.9M
Atria Wealth Solutions, Inc.16,920$621.0K
EP Wealth Advisors, LLC16,862$614.1K
Atlas Capital Advisors LLC16,450$599.1K
Avantax Advisory Services, Inc.13,683$498.3K
Good Life Advisors, LLC7,295$265.7K
Graypoint LLC5,882$214.2K
Safe Harbor Fiduciary, LLC185$6.74K
Capital A Wealth Management, LLC170$4.18K
First Horizon Advisors, Inc.16$583
Parkworth Wealth Management, Inc.14$510