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 |
|---|---|---|---|---|---|
| Blair William & Co | 6,616 | $220.0K | 0.00% | +213+3.3% | Added |
| Jeppson Wealth Management, LLC | 6,610 | $219.8K | 0.07% | −252−3.7% | Reduced |
| Ellis Investment Partners, LLC | 6,520 | $216.9K | 0.04% | −58−0.9% | Reduced |
| We Are One Seven, LLC | 6,498 | $216.1K | 0.00% | −267−3.9% | Reduced |
| CIBC Asset Management Inc | 6,477 | $215.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 6,263 | $208.3K | 0.00% | +185+3.0% | Added |
| Harvest Investment Services, LLC | 6,223 | $207.0K | 0.04% | +6,223 | New |
| Quarry LP | 6,166 | $205.1K | 0.05% | +3,705+150.5% | Added |
| Salvus Wealth Management, LLC | 6,060 | $201.6K | 0.11% | +40+0.7% | Added |
| Perigon Wealth Management, LLC | 6,045 | $201.1K | 0.00% | −85−1.4% | Reduced |
| Great Valley Advisor Group, Inc. | 6,016 | $200.1K | 0.00% | −279−4.4% | Reduced |
| Tower Research Capital LLC (TRC) | 5,976 | $198.8K | 0.01% | −1,345−18.4% | Reduced |
| JFS Wealth Advisors, LLC | 5,886 | $195.8K | 0.01% | −17−0.3% | Reduced |
| Wexford Capital LP | 5,409 | $179.9K | 0.05% | −21,554−79.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,273 | $175.4K | 0.09% | −3,861−42.3% | Reduced |
| STRS Ohio | 5,142 | $171.0K | 0.00% | −64,195−92.6% | Reduced |
| Ronald Blue Trust, Inc. | 5,095 | $169.5K | 0.00% | +885+21.0% | Added |
| Quent Capital, LLC | 4,901 | $163.0K | 0.01% | +4,901 | New |
| Bryn Mawr Trust Co | 4,571 | $152.0K | 0.00% | −2,583−36.1% | Reduced |
| Rockefeller Capital Management L.P. | 4,555 | $151.5K | 0.00% | +4,555 | New |
| BFSG, LLC | 4,530 | $150.7K | 0.01% | +4,530 | New |
| Parallel Advisors, LLC | 4,268 | $142.0K | 0.00% | +118+2.8% | Added |
| CIBC Private Wealth Group, LLC | 3,905 | $129.9K | 0.00% | +1,889+93.7% | Added |
| Hartford Financial Management Inc. | 3,754 | $124.9K | 0.03% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 3,710 | $123.4K | 0.04% | +3,710 | New |
| SRS Capital Advisors, Inc. | 3,681 | $122.4K | 0.00% | +1,080+41.5% | Added |
| Shell Asset Management Co | 3,627 | $121.0K | 0.01% | −5,291−59.3% | Reduced |
| 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 |
| Nomura Asset Management Co Ltd | 3,410 | $113.4K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3,380 | $112.4K | 0.00% | +172+5.4% | Added |
| Private Wealth Asset Management, LLC | 3,350 | $111.4K | 0.01% | −240−6.7% | Reduced |
| CoreCap Advisors, LLC | 3,348 | $111.4K | 0.00% | +3,217+2,455.7% | Added |
| Fifth Third Bancorp | 3,280 | $109.1K | 0.00% | +80+2.5% | Added |
| Whittier Trust Co of Nevada Inc | 3,305 | $107.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,185 | $106.0K | 0.04% | 00.0% | Unchanged |
| Security National Bank | 3,018 | $100.4K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,807 | $93.4K | 0.00% | −1,569−35.9% | Reduced |
| Umb Bank N A | 2,798 | $93.1K | 0.00% | +169+6.4% | Added |
| Sound Income Strategies, LLC | 2,833 | $90.4K | 0.00% | −315−10.0% | Reduced |
| Wealth Preservation Advisors, LLC | 2,660 | $88.5K | 0.05% | +28+1.1% | Added |
| Ameritas Advisory Services, LLC | 2,506 | $83.3K | 0.01% | −82−3.2% | Reduced |
| Hantz Financial Services, Inc. | 2,451 | $82.0K | 0.00% | +321+15.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,435 | $81.0K | 0.02% | +2,435 | New |
| Cullen/Frost Bankers, Inc. | 2,373 | $78.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,330 | $77.5K | 0.00% | +1,279+121.7% | Added |
| Beaird Harris Wealth Management, LLC | 2,262 | $75.2K | 0.01% | +12+0.5% | Added |
| Smartleaf Asset Management LLC | 2,027 | $67.3K | 0.00% | +326+19.2% | Added |
| Spire Wealth Management | 1,959 | $65.2K | 0.00% | +1,510+336.3% | Added |
| Capital Advisors, Ltd. LLC | 1,968 | $65.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 1,945 | $64.7K | 0.02% | +80+4.3% | Added |
| AdvisorNet Financial, Inc | 1,895 | $63.0K | 0.00% | −1,320−41.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,880 | $62.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,832 | $60.9K | 0.00% | −383−17.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,830 | $60.9K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 1,785 | $60.0K | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,553 | $52.0K | 0.00% | +771+98.6% | Added |
| Duncker Streett & Co Inc | 1,500 | $49.9K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,364 | $45.4K | 0.00% | −812−37.3% | Reduced |
| Bare Financial Services, Inc | 1,345 | $44.7K | 0.01% | +685+103.8% | Added |
| Vision Financial Markets LLC | 1,275 | $42.4K | 0.04% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,262 | $42.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,258 | $41.8K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $36.7K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,050 | $34.9K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,049 | $34.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,000 | $33.3K | 0.01% | +1,000 | New |
| Mather Group, LLC. | 987 | $32.8K | 0.00% | +987 | New |
| Caitlin John, LLC | 979 | $32.6K | 0.02% | +979 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $31.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 948 | $31.5K | 0.00% | +141+17.5% | Added |
| CX Institutional | 911 | $30.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 841 | $28.0K | 0.00% | −23−2.7% | Reduced |
| Manchester Capital Management LLC | 790 | $26.3K | 0.00% | +790 | New |
| Deseret Mutual Benefit Administrators | 788 | $26.2K | 0.01% | −185−19.0% | Reduced |
| Stone House Investment Management, LLC | 752 | $25.0K | 0.00% | +81+12.1% | Added |
| Huntington National Bank | 743 | $24.7K | 0.00% | +74+11.1% | Added |
| Caldwell Trust Co | 741 | $24.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 729 | $24.2K | 0.00% | −40−5.2% | Reduced |
| Heritage Wealth Advisors | 720 | $23.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 700 | $23.3K | 0.00% | +16+2.3% | Added |
| Root Financial Partners, LLC | 659 | $21.9K | 0.00% | +659 | New |
| Alerus Financial NA | 645 | $21.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 642 | $21.4K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $20.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $19.6K | 0.00% | −299−33.3% | Reduced |
| Altshuler Shaham Ltd | 584 | $19.4K | 0.00% | +86+17.3% | Added |
| Caitong International Asset Management Co., Ltd | 540 | $18.0K | 0.01% | +540 | New |
| Fortis Group Advisors, LLC | 515 | $17.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 496 | $16.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 494 | $16.4K | 0.00% | +18+3.8% | Added |
| True Wealth Design, LLC | 478 | $15.9K | 0.00% | +4+0.8% | Added |
| Rise Advisors, LLC | 475 | $15.8K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 475 | $15.8K | 0.00% | +475 | New |
| FNY Investment Advisers, LLC | 400 | $13.0K | 0.00% | −200−33.3% | Reduced |
| MCF Advisors LLC | 380 | $12.6K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 375 | $12.5K | 0.01% | +375 | New |
| Trust Co of Toledo NA | 373 | $12.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 367 | $12.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 351 | $11.7K | 0.00% | 00.0% | Unchanged |