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, Q3 2025
Institutional positions in Ugi Corp as of Sep 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
- 569
- −14 vs. Q2 2025
- Shares held
- 196.1M
- +2.96M (+1.5%) vs. Q2 2025
- Total value
- $6.53B
- −$511.3M (−7.3%) vs. Q2 2025
- New holders
- 65
- 207 more added
- Sold out
- 79
- 203 more reduced
11 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 1 | $27 | 0.00% | −10−90.9% | Reduced |
| Tortoise Investment Management, LLC | 2 | $67 | 0.00% | +2 | New |
| Palisade Asset Management, LLC | 3 | $100 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $133 | 0.00% | −5−55.6% | Reduced |
| Rialto Wealth Management, LLC | 4 | $134 | 0.00% | −16−80.0% | Reduced |
| Rakuten Securities, Inc. | 6 | $200 | 0.00% | −15−71.4% | Reduced |
| IMA Wealth, Inc. | 6 | $202 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $268 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 10 | $333 | 0.00% | −3−23.1% | Reduced |
| Quaker Wealth Management, LLC | 10 | $333 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $336 | 0.00% | −2−16.7% | Reduced |
| MV Capital Management, Inc. | 13 | $433 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14 | $466 | 0.00% | −16−53.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 14 | $466 | 0.00% | +14 | New |
| TD Private Client Wealth LLC | 15 | $499 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $566 | 0.00% | +6+40.0% | Added |
| Guerra Advisors Inc | 20 | $665 | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 20 | $666 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 22 | $717 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $719 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 22 | $732 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 22 | $732 | 0.00% | +22 | New |
| Cromwell Holdings LLC | 29 | $976 | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 30 | $998 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $998 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 30 | $998 | 0.00% | +30 | New |
| Cloud Capital Management, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Plante Moran Financial Advisors, LLC | 35 | $1.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $1.18K | 0.00% | −5−12.8% | Reduced |
| Team Financial Group, LLC | 42 | $1.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $1.60K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 48 | $1.60K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 54 | $1.80K | 0.00% | +54 | New |
| Bruce G. Allen Investments, LLC | 57 | $1.90K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 60 | $2.00K | 0.00% | −22−26.8% | Reduced |
| Fortitude Family Office, LLC | 60 | $2.00K | 0.00% | +5+9.1% | Added |
| Sachetta, LLC | 64 | $2.13K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 67 | $2.23K | 0.00% | +67 | New |
| T. Rowe Price Investment Management, Inc. | 77 | $3.00K | 0.00% | +77 | New |
| Armstrong Advisory Group, Inc | 97 | $3.23K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 98 | $3.26K | 0.00% | +98 | New |
| McIlrath & Eck, LLC | 100 | $3.33K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $3.33K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 102 | $3.40K | 0.00% | +1+1.0% | Added |
| Addison Advisors LLC | 115 | $3.83K | 0.00% | +35+43.8% | Added |
| GPS Wealth Strategies Group, LLC | 129 | $4.29K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 146 | $4.86K | 0.00% | −113−43.6% | Reduced |
| Bell Investment Advisors, Inc | 151 | $5.02K | 0.00% | −169−52.8% | Reduced |
| Leonteq Securities AG | 152 | $5.06K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 163 | $5.42K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 163 | $5.48K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 200 | $5.65K | 0.00% | +200 | New |
| Farmers & Merchants Investments Inc | 185 | $6.15K | 0.00% | +8+4.5% | Added |
| Larson Financial Group LLC | 189 | $6.29K | 0.00% | −73−27.9% | Reduced |
| High Note Wealth, LLC | 190 | $6.32K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 205 | $6.81K | 0.00% | +2+1.0% | Added |
| Parkside Financial Bank & Trust | 213 | $7.08K | 0.00% | −3−1.4% | Reduced |
| Hemington Wealth Management | 262 | $8.00K | 0.00% | −18−6.4% | Reduced |
| WPG Advisers, LLC | 253 | $8.41K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 254 | $8.46K | 0.00% | +254 | New |
| Assetmark, Inc | 255 | $8.48K | 0.00% | +4+1.6% | Added |
| JNBA Financial Advisors | 266 | $8.85K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 270 | $8.98K | 0.00% | −180−40.0% | Reduced |
| Ogorek Anthony Joseph | 293 | $9.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 290 | $9.64K | 0.00% | +160+123.1% | Added |
| AllSquare Wealth Management LLC | 307 | $10.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 314 | $10.4K | 0.00% | +300+2,142.9% | Added |
| Estabrook Capital Management | 322 | $10.7K | 0.00% | −300−48.2% | Reduced |
| Essential Partners LLC | 340 | $11.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 351 | $11.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 367 | $12.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 373 | $12.4K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 375 | $12.5K | 0.01% | +375 | New |
| MCF Advisors LLC | 380 | $12.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $13.0K | 0.00% | −200−33.3% | Reduced |
| Alpine Bank Wealth Management | 475 | $15.8K | 0.00% | +475 | New |
| Rise Advisors, LLC | 475 | $15.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 478 | $15.9K | 0.00% | +4+0.8% | Added |
| Bokf, NA | 494 | $16.4K | 0.00% | +18+3.8% | Added |
| Versant Capital Management, Inc | 496 | $16.5K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 515 | $17.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 540 | $18.0K | 0.01% | +540 | New |
| Altshuler Shaham Ltd | 584 | $19.4K | 0.00% | +86+17.3% | Added |
| Whittier Trust Co | 600 | $19.6K | 0.00% | −299−33.3% | Reduced |
| Morton Brown Family Wealth, LLC | 627 | $20.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 642 | $21.4K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 645 | $21.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 659 | $21.9K | 0.00% | +659 | New |
| Bogart Wealth, LLC | 700 | $23.3K | 0.00% | +16+2.3% | Added |
| Heritage Wealth Advisors | 720 | $23.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 729 | $24.2K | 0.00% | −40−5.2% | Reduced |
| Caldwell Trust Co | 741 | $24.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 743 | $24.7K | 0.00% | +74+11.1% | Added |
| Stone House Investment Management, LLC | 752 | $25.0K | 0.00% | +81+12.1% | Added |
| Deseret Mutual Benefit Administrators | 788 | $26.2K | 0.01% | −185−19.0% | Reduced |
| Manchester Capital Management LLC | 790 | $26.3K | 0.00% | +790 | New |
| LRI Investments, LLC | 841 | $28.0K | 0.00% | −23−2.7% | Reduced |
| CX Institutional | 911 | $30.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 948 | $31.5K | 0.00% | +141+17.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $31.6K | 0.00% | 00.0% | Unchanged |