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 |
|---|---|---|---|---|---|
| Connable Office Inc | 8,544 | $284.2K | 0.03% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 8,681 | $288.7K | 0.00% | +68+0.8% | Added |
| Keebeck Alpha, LP | 8,767 | $291.6K | 0.41% | +8,767 | New |
| CFS Investment Advisory Services, LLC | 8,693 | $293.1K | 0.02% | −77−0.9% | Reduced |
| Meeder Advisory Services, Inc. | 8,988 | $298.9K | 0.01% | −198−2.2% | Reduced |
| GAMMA Investing LLC | 9,178 | $305.3K | 0.02% | +661+7.8% | Added |
| Mma Asset Management LLC | 9,181 | $305.4K | 0.10% | +834+10.0% | Added |
| Avantax Planning Partners, Inc. | 9,213 | $306.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 9,386 | $312.2K | 0.01% | −158−1.7% | Reduced |
| Vista Investment Partners LLC | 9,417 | $313.2K | 0.09% | −531−5.3% | Reduced |
| Sequoia Financial Advisors, LLC | 9,452 | $314.4K | 0.00% | −133−1.4% | Reduced |
| Leuthold Group, LLC | 9,454 | $314.4K | 0.03% | −95,761−91.0% | Reduced |
| Fulton Bank, N.A. | 9,555 | $317.8K | 0.01% | −621−6.1% | Reduced |
| Truist Financial Corp | 9,590 | $319.0K | 0.00% | +381+4.1% | Added |
| Investment Research Partners LLC | 9,785 | $325.0K | 0.15% | +9,785 | New |
| Corundum Trust Company, INC | 9,773 | $325.1K | 0.71% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 9,725 | $327.7K | 0.12% | −45−0.5% | Reduced |
| Belpointe Asset Management LLC | 9,857 | $327.9K | 0.01% | +51+0.5% | Added |
| Swiss Life Asset Management Ltd | 9,925 | $330.1K | 0.00% | +4,381+79.0% | Added |
| Spirit of America Management Corp | 10,000 | $332.6K | 0.07% | 00.0% | Unchanged |
| Needham Investment Management LLC | 10,000 | $332.6K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,047 | $334.2K | 0.01% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 10,077 | $335.2K | 0.01% | +10,077 | New |
| Howland Capital Management LLC | 10,000 | $336.4K | 0.01% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 10,199 | $339.2K | 0.01% | −791−7.2% | Reduced |
| PFG Investments, LLC | 10,405 | $346.1K | 0.02% | −2,191−17.4% | Reduced |
| HB Wealth Management, LLC | 10,502 | $349.3K | 0.00% | +4,005+61.6% | Added |
| Wesbanco Bank Inc | 10,589 | $352.2K | 0.01% | −200−1.9% | Reduced |
| J.W. Cole Advisors, Inc. | 10,670 | $354.9K | 0.01% | +90+0.9% | Added |
| XTX Topco Ltd | 10,810 | $359.5K | 0.02% | +10,810 | New |
| V2 Financial group LLC | 11,282 | $375.2K | 0.21% | −40−0.4% | Reduced |
| RHS Financial, LLC | 11,314 | $376.3K | 0.20% | +3,110+37.9% | Added |
| Utah Retirement Systems | 11,500 | $382.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 11,648 | $387.4K | 0.04% | +1,221+11.7% | Added |
| Reston Wealth Management LLC | 11,702 | $389.2K | 0.13% | −50.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 11,815 | $393.0K | 0.06% | +461+4.1% | Added |
| US Bancorp | 11,827 | $393.4K | 0.00% | +1,707+16.9% | Added |
| Park Avenue Securities LLC | 11,992 | $399.0K | 0.00% | +851+7.6% | Added |
| IFP Advisors, Inc | 12,133 | $403.5K | 0.01% | +7,027+137.6% | Added |
| HBK Sorce Advisory LLC | 12,572 | $409.3K | 0.01% | +641+5.4% | Added |
| Wright Investors Service Inc | 12,488 | $415.4K | 0.12% | −23,636−65.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 12,512 | $416.2K | 0.02% | −11,795−48.5% | Reduced |
| Beacon Financial Group | 12,576 | $418.3K | 0.04% | −322−2.5% | Reduced |
| Wetherby Asset Management Inc | 12,823 | $426.5K | 0.02% | +1,023+8.7% | Added |
| Point72 (DIFC) Ltd | 12,885 | $428.5K | 0.03% | +12,885 | New |
| Moran Wealth Management, LLC | 12,909 | $429.4K | 0.01% | −3,608−21.8% | Reduced |
| The PNC Financial Services Group, Inc. | 12,948 | $430.7K | 0.00% | +1,797+16.1% | Added |
| Prelude Capital Management, LLC | 13,053 | $434.1K | 0.03% | +13,053 | New |
| EMC Capital Management | 13,069 | $435.0K | 0.21% | 00.0% | Unchanged |
| Scientech Research LLC | 13,162 | $437.8K | 0.15% | −136−1.0% | Reduced |
| Private Advisor Group, LLC | 13,266 | $441.2K | 0.00% | −4,857−26.8% | Reduced |
| Prospera Financial Services Inc | 13,386 | $445.7K | 0.01% | +1,220+10.0% | Added |
| RD Lewis Holdings, Inc. | 12,986 | $449.1K | 0.42% | −177−1.3% | Reduced |
| Horizon Investment Services, LLC | 13,746 | $457.2K | 0.17% | +5,473+66.2% | Added |
| Ilex Capital Partners (UK) LLP | 14,187 | $471.9K | 0.02% | −21,529−60.3% | Reduced |
| CFO4Life Group, LLC | 14,261 | $474.3K | 0.07% | +14,261 | New |
| Carnegie Capital Asset Management, LLC | 14,294 | $475.4K | 0.01% | −510−3.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,377 | $478.2K | 0.00% | +14,377 | New |
| Alpha Omega Wealth Management LLC | 14,830 | $493.2K | 0.08% | −324−2.1% | Reduced |
| Oppenheimer Asset Management Inc. | 15,098 | $502.2K | 0.01% | −651−4.1% | Reduced |
| Live Oak Investment Partners | 15,188 | $505.2K | 0.33% | +4,634+43.9% | Added |
| Gsa Capital Partners LLP | 15,561 | $518.0K | 0.04% | +15,561 | New |
| Tevis Investment Management | 15,520 | $522.0K | 0.31% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 15,760 | $524.2K | 0.25% | −24,653−61.0% | Reduced |
| Securian Asset Management, Inc | 16,096 | $535.4K | 0.01% | −234−1.4% | Reduced |
| Crossmark Global Holdings, Inc. | 16,215 | $539.3K | 0.01% | +921+6.0% | Added |
| DekaBank Deutsche Girozentrale | 16,635 | $547.0K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 16,475 | $548.0K | 0.00% | +2,332+16.5% | Added |
| denkapparat Operations GmbH | 16,508 | $549.1K | 0.35% | +5,304+47.3% | Added |
| Jones Financial Companies LLLP | 16,638 | $552.9K | 0.00% | +9,505+133.3% | Added |
| Two Sigma Advisers, LP | 17,000 | $565.4K | 0.00% | +17,000 | New |
| Apella Capital, LLC | 17,608 | $566.1K | 0.01% | +183+1.1% | Added |
| Cambria Investment Management, L.P. | 17,215 | $572.6K | 0.03% | −442,315−96.3% | Reduced |
| AE Wealth Management LLC | 17,229 | $573.0K | 0.00% | +1,787+11.6% | Added |
| IFG Advisory, LLC | 17,568 | $584.3K | 0.03% | −30−0.2% | Reduced |
| Quadrant Capital Group LLC | 17,661 | $587.4K | 0.02% | −417−2.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 17,861 | $594.1K | 0.00% | −70−0.4% | Reduced |
| WBI Investments | 17,943 | $596.8K | 0.15% | −7,941−30.7% | Reduced |
| Commerce Bank | 18,026 | $599.5K | 0.00% | +30.0% | Added |
| CWM, LLC | 18,072 | $601.0K | 0.00% | +3,717+25.9% | Added |
| Brevan Howard Capital Management LP | 18,827 | $626.2K | 0.01% | +8,394+80.5% | Added |
| Kestra Advisory Services, LLC | 19,408 | $645.5K | 0.00% | −929−4.6% | Reduced |
| MML Investors Services, LLC | 19,567 | $650.8K | 0.00% | −1,363−6.5% | Reduced |
| Mariner, LLC | 19,915 | $662.4K | 0.00% | −22,165−52.7% | Reduced |
| Colony Group, LLC | 20,032 | $666.7K | 0.00% | −4,728−19.1% | Reduced |
| NBC Securities, Inc. | 20,088 | $668.1K | 0.05% | −401−2.0% | Reduced |
| Global Financial Private Client, LLC | 20,592 | $684.9K | 0.24% | −146−0.7% | Reduced |
| Nilsine Partners, LLC | 20,678 | $687.8K | 0.06% | +1,740+9.2% | Added |
| Csenge Advisory Group | 20,724 | $689.3K | 0.03% | +912+4.6% | Added |
| Everence Capital Management Inc | 21,010 | $699.0K | 0.04% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 21,142 | $703.2K | 0.00% | +21,142 | New |
| Occudo Quantitative Strategies LP | 21,405 | $711.9K | 0.09% | +21,405 | New |
| Cornerstone Select Advisors, LLC | 21,519 | $715.7K | 0.53% | +5,524+34.5% | Added |
| Bridgefront Capital, LLC | 21,564 | $717.2K | 0.21% | +14,894+223.3% | Added |
| Storebrand Asset Management AS | 21,600 | $718.4K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 21,606 | $718.6K | 0.24% | +21,606 | New |
| Sterling Capital Management LLC | 21,725 | $722.6K | 0.01% | −1,295−5.6% | Reduced |
| FIL Ltd | 21,882 | $727.8K | 0.00% | −1,112−4.8% | Reduced |
| Sherbrooke Park Advisers LLC | 21,930 | $729.4K | 0.34% | +1,105+5.3% | Added |
| Public Employees Retirement Association of Colorado | 22,320 | $742.0K | 0.00% | −632−2.8% | Reduced |