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 |
|---|---|---|---|---|---|
| Caitlin John, LLC | 979 | $32.6K | 0.02% | +979 | New |
| Mather Group, LLC. | 987 | $32.8K | 0.00% | +987 | New |
| Princeton Global Asset Management LLC | 1,000 | $33.3K | 0.01% | +1,000 | New |
| Flagship Wealth Advisors, LLC | 1,049 | $34.9K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,050 | $34.9K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $36.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,258 | $41.8K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,262 | $42.0K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,275 | $42.4K | 0.04% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,345 | $44.7K | 0.01% | +685+103.8% | Added |
| MAI Capital Management | 1,364 | $45.4K | 0.00% | −812−37.3% | Reduced |
| Duncker Streett & Co Inc | 1,500 | $49.9K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,553 | $52.0K | 0.00% | +771+98.6% | Added |
| Fairman Group, LLC | 1,785 | $60.0K | 0.05% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $60.9K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,832 | $60.9K | 0.00% | −383−17.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,880 | $62.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,895 | $63.0K | 0.00% | −1,320−41.1% | Reduced |
| United Community Bank | 1,945 | $64.7K | 0.02% | +80+4.3% | Added |
| Capital Advisors, Ltd. LLC | 1,968 | $65.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,959 | $65.2K | 0.00% | +1,510+336.3% | Added |
| Smartleaf Asset Management LLC | 2,027 | $67.3K | 0.00% | +326+19.2% | Added |
| Beaird Harris Wealth Management, LLC | 2,262 | $75.2K | 0.01% | +12+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 2,330 | $77.5K | 0.00% | +1,279+121.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,373 | $78.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,435 | $81.0K | 0.02% | +2,435 | New |
| Hantz Financial Services, Inc. | 2,451 | $82.0K | 0.00% | +321+15.1% | Added |
| Ameritas Advisory Services, LLC | 2,506 | $83.3K | 0.01% | −82−3.2% | Reduced |
| Wealth Preservation Advisors, LLC | 2,660 | $88.5K | 0.05% | +28+1.1% | Added |
| Sound Income Strategies, LLC | 2,833 | $90.4K | 0.00% | −315−10.0% | Reduced |
| Umb Bank N A | 2,798 | $93.1K | 0.00% | +169+6.4% | Added |
| Massmutual Trust Co FSB | 2,807 | $93.4K | 0.00% | −1,569−35.9% | Reduced |
| Security National Bank | 3,018 | $100.4K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,185 | $106.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,305 | $107.8K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,280 | $109.1K | 0.00% | +80+2.5% | Added |
| CoreCap Advisors, LLC | 3,348 | $111.4K | 0.00% | +3,217+2,455.7% | Added |
| Private Wealth Asset Management, LLC | 3,350 | $111.4K | 0.01% | −240−6.7% | Reduced |
| SBI Securities Co., Ltd. | 3,380 | $112.4K | 0.00% | +172+5.4% | Added |
| Nomura Asset Management Co Ltd | 3,410 | $113.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,600 | $119.7K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,600 | $119.7K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,627 | $121.0K | 0.01% | −5,291−59.3% | Reduced |
| SRS Capital Advisors, Inc. | 3,681 | $122.4K | 0.00% | +1,080+41.5% | Added |
| Abich Financial Wealth Management LLC | 3,710 | $123.4K | 0.04% | +3,710 | New |
| Hartford Financial Management Inc. | 3,754 | $124.9K | 0.03% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,905 | $129.9K | 0.00% | +1,889+93.7% | Added |
| Parallel Advisors, LLC | 4,268 | $142.0K | 0.00% | +118+2.8% | Added |
| BFSG, LLC | 4,530 | $150.7K | 0.01% | +4,530 | New |
| Rockefeller Capital Management L.P. | 4,555 | $151.5K | 0.00% | +4,555 | New |
| Bryn Mawr Trust Co | 4,571 | $152.0K | 0.00% | −2,583−36.1% | Reduced |
| Quent Capital, LLC | 4,901 | $163.0K | 0.01% | +4,901 | New |
| Ronald Blue Trust, Inc. | 5,095 | $169.5K | 0.00% | +885+21.0% | Added |
| STRS Ohio | 5,142 | $171.0K | 0.00% | −64,195−92.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,273 | $175.4K | 0.09% | −3,861−42.3% | Reduced |
| Wexford Capital LP | 5,409 | $179.9K | 0.05% | −21,554−79.9% | Reduced |
| JFS Wealth Advisors, LLC | 5,886 | $195.8K | 0.01% | −17−0.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,976 | $198.8K | 0.01% | −1,345−18.4% | Reduced |
| Great Valley Advisor Group, Inc. | 6,016 | $200.1K | 0.00% | −279−4.4% | Reduced |
| Perigon Wealth Management, LLC | 6,045 | $201.1K | 0.00% | −85−1.4% | Reduced |
| Salvus Wealth Management, LLC | 6,060 | $201.6K | 0.11% | +40+0.7% | Added |
| Quarry LP | 6,166 | $205.1K | 0.05% | +3,705+150.5% | Added |
| Harvest Investment Services, LLC | 6,223 | $207.0K | 0.04% | +6,223 | New |
| Allworth Financial LP | 6,263 | $208.3K | 0.00% | +185+3.0% | Added |
| CIBC Asset Management Inc | 6,477 | $215.4K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,498 | $216.1K | 0.00% | −267−3.9% | Reduced |
| Ellis Investment Partners, LLC | 6,520 | $216.9K | 0.04% | −58−0.9% | Reduced |
| Jeppson Wealth Management, LLC | 6,610 | $219.8K | 0.07% | −252−3.7% | Reduced |
| Blair William & Co | 6,616 | $220.0K | 0.00% | +213+3.3% | Added |
| Linden Thomas Advisory Services, LLC | 6,672 | $221.9K | 0.02% | −64−1.0% | Reduced |
| Partnership Wealth Management, LLC | 6,750 | $224.5K | 0.17% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,848 | $227.8K | 0.00% | +16+0.2% | Added |
| Sigma Planning Corp | 6,901 | $229.5K | 0.01% | −865−11.1% | Reduced |
| Atomi Financial Group, Inc. | 6,963 | $231.6K | 0.01% | +1,280+22.5% | Added |
| Red Door Wealth Management, LLC | 6,966 | $231.7K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 7,010 | $233.2K | 0.00% | −61−0.9% | Reduced |
| Sym Financial Corp | 7,057 | $234.7K | 0.03% | −36−0.5% | Reduced |
| Ellevest, Inc. | 7,067 | $235.0K | 0.03% | +7,067 | New |
| Covestor Ltd | 7,163 | $238.0K | 0.13% | +485+7.3% | Added |
| Davenport & Co LLC | 7,217 | $240.0K | 0.00% | +115+1.6% | Added |
| Group One Trading, L.P. | 7,237 | $240.7K | 0.01% | +7,237 | New |
| Elevated Capital Advisors, LLC | 7,322 | $243.5K | 0.06% | +7,322 | New |
| Evergreen Capital Management LLC | 7,390 | $246.6K | 0.01% | +7,390 | New |
| Ballentine Partners, LLC | 7,519 | $250.1K | 0.00% | +223+3.1% | Added |
| Coldstream Capital Management Inc | 7,519 | $250.1K | 0.00% | +7,519 | New |
| Fifth Third Wealth Advisors LLC | 7,520 | $250.1K | 0.01% | +106+1.4% | Added |
| Beirne Wealth Consulting Services, LLC | 7,464 | $251.1K | 0.06% | +440+6.3% | Added |
| Family Management Corp | 7,551 | $251.1K | 0.03% | +7,551 | New |
| Change Path, LLC | 7,702 | $256.2K | 0.01% | +15+0.2% | Added |
| Global Retirement Partners, LLC | 7,796 | $259.3K | 0.01% | +3,206+69.8% | Added |
| Empowered Funds, LLC | 7,871 | $261.8K | 0.00% | +7,871 | New |
| Lazard Asset Management LLC | 7,921 | $263.5K | 0.00% | −158,616−95.2% | Reduced |
| Accurate Wealth Management, LLC | 8,295 | $264.4K | 0.04% | −1,378−14.2% | Reduced |
| Mirabella Financial Services LLP | 8,111 | $269.8K | 0.02% | +8,111 | New |
| Camden Capital, LLC | 8,241 | $274.1K | 0.02% | +8,241 | New |
| Tectonic Advisors LLC | 8,252 | $274.5K | 0.01% | −681−7.6% | Reduced |
| Chesley Taft & Associates LLC | 8,280 | $275.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8,458 | $281.3K | 0.00% | −395−4.5% | Reduced |
| FORA Capital, LLC | 8,466 | $281.6K | 0.05% | +8,466 | New |
| MidWestOne Financial Group, Inc. | 8,482 | $282.1K | 0.03% | +8,482 | New |