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 |
|---|---|---|---|---|---|
| Essential Partners LLC | 340 | $11.3K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 322 | $10.7K | 0.00% | −300−48.2% | Reduced |
| Financial Management Professionals, Inc. | 314 | $10.4K | 0.00% | +300+2,142.9% | Added |
| AllSquare Wealth Management LLC | 307 | $10.2K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 290 | $9.64K | 0.00% | +160+123.1% | Added |
| Ogorek Anthony Joseph | 293 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 270 | $8.98K | 0.00% | −180−40.0% | Reduced |
| JNBA Financial Advisors | 266 | $8.85K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 255 | $8.48K | 0.00% | +4+1.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 254 | $8.46K | 0.00% | +254 | New |
| WPG Advisers, LLC | 253 | $8.41K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 262 | $8.00K | 0.00% | −18−6.4% | Reduced |
| Parkside Financial Bank & Trust | 213 | $7.08K | 0.00% | −3−1.4% | Reduced |
| Creative Financial Designs Inc | 205 | $6.81K | 0.00% | +2+1.0% | Added |
| High Note Wealth, LLC | 190 | $6.32K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 189 | $6.29K | 0.00% | −73−27.9% | Reduced |
| Farmers & Merchants Investments Inc | 185 | $6.15K | 0.00% | +8+4.5% | Added |
| Groupe la Francaise | 200 | $5.65K | 0.00% | +200 | New |
| Prestige Wealth Management Group LLC | 163 | $5.48K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 163 | $5.42K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 152 | $5.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 151 | $5.02K | 0.00% | −169−52.8% | Reduced |
| Harbour Investments, Inc. | 146 | $4.86K | 0.00% | −113−43.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 129 | $4.29K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 115 | $3.83K | 0.00% | +35+43.8% | Added |
| West Financial Advisors, LLC | 102 | $3.40K | 0.00% | +1+1.0% | Added |
| McIlrath & Eck, LLC | 100 | $3.33K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $3.33K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 98 | $3.26K | 0.00% | +98 | New |
| Armstrong Advisory Group, Inc | 97 | $3.23K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 77 | $3.00K | 0.00% | +77 | New |
| HM Payson & Co | 67 | $2.23K | 0.00% | +67 | New |
| Sachetta, LLC | 64 | $2.13K | 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 |
| Bruce G. Allen Investments, LLC | 57 | $1.90K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 54 | $1.80K | 0.00% | +54 | New |
| Kilter Group LLC | 48 | $1.60K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $1.60K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 42 | $1.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $1.18K | 0.00% | −5−12.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 35 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 32 | $1.00K | 0.00% | +32 | New |
| 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 |
| Cromwell Holdings LLC | 29 | $976 | 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 |
| Hughes Financial Services, LLC | 21 | $719 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 22 | $717 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $666 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 20 | $665 | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 21 | $566 | 0.00% | +6+40.0% | Added |
| TD Private Client Wealth LLC | 15 | $499 | 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 |
| MV Capital Management, Inc. | 13 | $433 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $336 | 0.00% | −2−16.7% | Reduced |
| HFM Investment Advisors, LLC | 10 | $333 | 0.00% | −3−23.1% | Reduced |
| Quaker Wealth Management, LLC | 10 | $333 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $268 | 0.00% | +8 | New |
| IMA Wealth, Inc. | 6 | $202 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $200 | 0.00% | −15−71.4% | Reduced |
| Rialto Wealth Management, LLC | 4 | $134 | 0.00% | −16−80.0% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $133 | 0.00% | −5−55.6% | Reduced |
| Palisade Asset Management, LLC | 3 | $100 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 2 | $67 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 1 | $27 | 0.00% | −10−90.9% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −342,365−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −213,673−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −195,179−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −167,007−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −149,111−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −144,845−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −50,250−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −47,202−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −42,315−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −41,114−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −36,252−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −32,406−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −25,923−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −25,137−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −23,808−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −22,720−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −20,987−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −20,591−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −19,568−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −18,964−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −16,984−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −16,779−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −16,249−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −14,395−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −14,090−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −13,880−100.0% | Sold out |
| Integrity Alliance, LLC. | 0 | $0 | 0.00% | −12,694−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −11,662−100.0% | Sold out |
| Rydar Equities, Inc. | 0 | $0 | 0.00% | −11,284−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −10,190−100.0% | Sold out |