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 |
|---|---|---|---|---|---|
| denkapparat Operations GmbH | 16,508 | $549.1K | 0.35% | +5,304+47.3% | Added |
| Aviva PLC | 16,475 | $548.0K | 0.00% | +2,332+16.5% | Added |
| DekaBank Deutsche Girozentrale | 16,635 | $547.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 16,215 | $539.3K | 0.01% | +921+6.0% | Added |
| Securian Asset Management, Inc | 16,096 | $535.4K | 0.01% | −234−1.4% | Reduced |
| Bayforest Capital Ltd | 15,760 | $524.2K | 0.25% | −24,653−61.0% | Reduced |
| Tevis Investment Management | 15,520 | $522.0K | 0.31% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 15,561 | $518.0K | 0.04% | +15,561 | New |
| Live Oak Investment Partners | 15,188 | $505.2K | 0.33% | +4,634+43.9% | Added |
| Oppenheimer Asset Management Inc. | 15,098 | $502.2K | 0.01% | −651−4.1% | Reduced |
| Alpha Omega Wealth Management LLC | 14,830 | $493.2K | 0.08% | −324−2.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,377 | $478.2K | 0.00% | +14,377 | New |
| Carnegie Capital Asset Management, LLC | 14,294 | $475.4K | 0.01% | −510−3.4% | Reduced |
| CFO4Life Group, LLC | 14,261 | $474.3K | 0.07% | +14,261 | New |
| Ilex Capital Partners (UK) LLP | 14,187 | $471.9K | 0.02% | −21,529−60.3% | Reduced |
| Horizon Investment Services, LLC | 13,746 | $457.2K | 0.17% | +5,473+66.2% | Added |
| RD Lewis Holdings, Inc. | 12,986 | $449.1K | 0.42% | −177−1.3% | Reduced |
| Prospera Financial Services Inc | 13,386 | $445.7K | 0.01% | +1,220+10.0% | Added |
| Private Advisor Group, LLC | 13,266 | $441.2K | 0.00% | −4,857−26.8% | Reduced |
| Scientech Research LLC | 13,162 | $437.8K | 0.15% | −136−1.0% | Reduced |
| EMC Capital Management | 13,069 | $435.0K | 0.21% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 13,053 | $434.1K | 0.03% | +13,053 | New |
| The PNC Financial Services Group, Inc. | 12,948 | $430.7K | 0.00% | +1,797+16.1% | Added |
| Moran Wealth Management, LLC | 12,909 | $429.4K | 0.01% | −3,608−21.8% | Reduced |
| Point72 (DIFC) Ltd | 12,885 | $428.5K | 0.03% | +12,885 | New |
| Wetherby Asset Management Inc | 12,823 | $426.5K | 0.02% | +1,023+8.7% | Added |
| Beacon Financial Group | 12,576 | $418.3K | 0.04% | −322−2.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 12,512 | $416.2K | 0.02% | −11,795−48.5% | Reduced |
| Wright Investors Service Inc | 12,488 | $415.4K | 0.12% | −23,636−65.4% | Reduced |
| HBK Sorce Advisory LLC | 12,572 | $409.3K | 0.01% | +641+5.4% | Added |
| IFP Advisors, Inc | 12,133 | $403.5K | 0.01% | +7,027+137.6% | Added |
| Park Avenue Securities LLC | 11,992 | $399.0K | 0.00% | +851+7.6% | Added |
| US Bancorp | 11,827 | $393.4K | 0.00% | +1,707+16.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 11,815 | $393.0K | 0.06% | +461+4.1% | Added |
| Reston Wealth Management LLC | 11,702 | $389.2K | 0.13% | −50.0% | Reduced |
| State of Wyoming | 11,648 | $387.4K | 0.04% | +1,221+11.7% | Added |
| Utah Retirement Systems | 11,500 | $382.5K | 0.00% | 00.0% | Unchanged |
| RHS Financial, LLC | 11,314 | $376.3K | 0.20% | +3,110+37.9% | Added |
| V2 Financial group LLC | 11,282 | $375.2K | 0.21% | −40−0.4% | Reduced |
| XTX Topco Ltd | 10,810 | $359.5K | 0.02% | +10,810 | New |
| J.W. Cole Advisors, Inc. | 10,670 | $354.9K | 0.01% | +90+0.9% | Added |
| Wesbanco Bank Inc | 10,589 | $352.2K | 0.01% | −200−1.9% | Reduced |
| HB Wealth Management, LLC | 10,502 | $349.3K | 0.00% | +4,005+61.6% | Added |
| PFG Investments, LLC | 10,405 | $346.1K | 0.02% | −2,191−17.4% | Reduced |
| BKD Wealth Advisors, LLC | 10,199 | $339.2K | 0.01% | −791−7.2% | Reduced |
| Howland Capital Management LLC | 10,000 | $336.4K | 0.01% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 10,077 | $335.2K | 0.01% | +10,077 | New |
| Maryland State Retirement & Pension System | 10,047 | $334.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Swiss Life Asset Management Ltd | 9,925 | $330.1K | 0.00% | +4,381+79.0% | Added |
| Belpointe Asset Management LLC | 9,857 | $327.9K | 0.01% | +51+0.5% | Added |
| Fullcircle Wealth LLC | 9,725 | $327.7K | 0.12% | −45−0.5% | Reduced |
| Corundum Trust Company, INC | 9,773 | $325.1K | 0.71% | 00.0% | Unchanged |
| Investment Research Partners LLC | 9,785 | $325.0K | 0.15% | +9,785 | New |
| Truist Financial Corp | 9,590 | $319.0K | 0.00% | +381+4.1% | Added |
| Fulton Bank, N.A. | 9,555 | $317.8K | 0.01% | −621−6.1% | Reduced |
| Leuthold Group, LLC | 9,454 | $314.4K | 0.03% | −95,761−91.0% | Reduced |
| Sequoia Financial Advisors, LLC | 9,452 | $314.4K | 0.00% | −133−1.4% | Reduced |
| Vista Investment Partners LLC | 9,417 | $313.2K | 0.09% | −531−5.3% | Reduced |
| EverSource Wealth Advisors, LLC | 9,386 | $312.2K | 0.01% | −158−1.7% | Reduced |
| Avantax Planning Partners, Inc. | 9,213 | $306.4K | 0.01% | 00.0% | Unchanged |
| Mma Asset Management LLC | 9,181 | $305.4K | 0.10% | +834+10.0% | Added |
| GAMMA Investing LLC | 9,178 | $305.3K | 0.02% | +661+7.8% | Added |
| Meeder Advisory Services, Inc. | 8,988 | $298.9K | 0.01% | −198−2.2% | Reduced |
| CFS Investment Advisory Services, LLC | 8,693 | $293.1K | 0.02% | −77−0.9% | Reduced |
| Keebeck Alpha, LP | 8,767 | $291.6K | 0.41% | +8,767 | New |
| First Eagle Investment Management, LLC | 8,681 | $288.7K | 0.00% | +68+0.8% | Added |
| Connable Office Inc | 8,544 | $284.2K | 0.03% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 8,482 | $282.1K | 0.03% | +8,482 | New |
| FORA Capital, LLC | 8,466 | $281.6K | 0.05% | +8,466 | New |
| Farther Finance Advisors, LLC | 8,458 | $281.3K | 0.00% | −395−4.5% | Reduced |
| Chesley Taft & Associates LLC | 8,280 | $275.4K | 0.01% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 8,252 | $274.5K | 0.01% | −681−7.6% | Reduced |
| Camden Capital, LLC | 8,241 | $274.1K | 0.02% | +8,241 | New |
| Mirabella Financial Services LLP | 8,111 | $269.8K | 0.02% | +8,111 | New |
| Accurate Wealth Management, LLC | 8,295 | $264.4K | 0.04% | −1,378−14.2% | Reduced |
| Lazard Asset Management LLC | 7,921 | $263.5K | 0.00% | −158,616−95.2% | Reduced |
| Empowered Funds, LLC | 7,871 | $261.8K | 0.00% | +7,871 | New |
| Global Retirement Partners, LLC | 7,796 | $259.3K | 0.01% | +3,206+69.8% | Added |
| Change Path, LLC | 7,702 | $256.2K | 0.01% | +15+0.2% | Added |
| Family Management Corp | 7,551 | $251.1K | 0.03% | +7,551 | New |
| Beirne Wealth Consulting Services, LLC | 7,464 | $251.1K | 0.06% | +440+6.3% | Added |
| Fifth Third Wealth Advisors LLC | 7,520 | $250.1K | 0.01% | +106+1.4% | Added |
| Coldstream Capital Management Inc | 7,519 | $250.1K | 0.00% | +7,519 | New |
| Ballentine Partners, LLC | 7,519 | $250.1K | 0.00% | +223+3.1% | Added |
| Evergreen Capital Management LLC | 7,390 | $246.6K | 0.01% | +7,390 | New |
| Elevated Capital Advisors, LLC | 7,322 | $243.5K | 0.06% | +7,322 | New |
| Group One Trading, L.P. | 7,237 | $240.7K | 0.01% | +7,237 | New |
| Davenport & Co LLC | 7,217 | $240.0K | 0.00% | +115+1.6% | Added |
| Covestor Ltd | 7,163 | $238.0K | 0.13% | +485+7.3% | Added |
| Ellevest, Inc. | 7,067 | $235.0K | 0.03% | +7,067 | New |
| Sym Financial Corp | 7,057 | $234.7K | 0.03% | −36−0.5% | Reduced |
| Haverford Trust Co | 7,010 | $233.2K | 0.00% | −61−0.9% | Reduced |
| Red Door Wealth Management, LLC | 6,966 | $231.7K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,963 | $231.6K | 0.01% | +1,280+22.5% | Added |
| Sigma Planning Corp | 6,901 | $229.5K | 0.01% | −865−11.1% | Reduced |
| Signaturefd, LLC | 6,848 | $227.8K | 0.00% | +16+0.2% | Added |
| Partnership Wealth Management, LLC | 6,750 | $224.5K | 0.17% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,672 | $221.9K | 0.02% | −64−1.0% | Reduced |