Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2025

Institutional positions in Ugi Corp as of Dec 31, 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
613
+58 vs. Q3 2025
Shares held
199.3M
+4.43M (+2.3%) vs. Q3 2025
Total value
$7.46B
+$978.9M (+15.1%) vs. Q3 2025
New holders
104
205 more added
Sold out
46
206 more reduced

14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 613 institutions
Q1 2021: 498 institutionsQ2 2021: 502 institutionsQ3 2021: 512 institutionsQ4 2021: 564 institutionsQ1 2022: 537 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 486 institutionsQ3 2023: 444 institutionsQ4 2023: 444 institutionsQ1 2024: 446 institutionsQ2 2024: 464 institutionsQ3 2024: 476 institutionsQ4 2024: 510 institutionsQ1 2025: 565 institutionsQ2 2025: 594 institutionsQ3 2025: 569 institutionsQ4 2025: 613 institutionsQ1 2026: 597 institutionsQ2 2026: 625 institutions
Value heldQ4 2025: $7.46B
Q1 2021: $6.78BQ2 2021: $7.88BQ3 2021: $7.21BQ4 2021: $7.76BQ1 2022: $6.31BQ2 2022: $6.65BQ3 2022: $5.57BQ4 2022: $6.54BQ1 2023: $6.04BQ2 2023: $4.66BQ3 2023: $3.95BQ4 2023: $4.24BQ1 2024: $4.26BQ2 2024: $4.19BQ3 2024: $4.55BQ4 2024: $5.59BQ1 2025: $6.44BQ2 2025: $7.16BQ3 2025: $6.53BQ4 2025: $7.46BQ1 2026: $7.07BQ2 2026: $7.02B
Institutions holding UGI and their total value by quarter
QuarterHoldersValue
Q2 2026625$7.02B
Q1 2026597$7.07B
Q4 2025613$7.46B
Q3 2025569$6.53B
Q2 2025594$7.16B
Q1 2025565$6.44B
Q4 2024510$5.59B
Q3 2024476$4.55B
Q2 2024464$4.19B
Q1 2024446$4.26B
Q4 2023444$4.24B
Q3 2023444$3.95B
Q2 2023486$4.66B
Q1 2023525$6.04B
Q4 2022540$6.54B
Q3 2022510$5.57B
Q2 2022532$6.65B
Q1 2022537$6.31B
Q4 2021564$7.76B
Q3 2021512$7.21B
Q2 2021502$7.88B
Q1 2021498$6.78B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2025.

Institutions holding UGI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Transamerica Financial Advisors, Inc.1$300.00%+1New
Raleigh Capital Management Inc.1$310.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$750.00%−2−50.0%Reduced
American Capital Advisory, LLC3$1130.00%+3New
Hilton Head Capital Partners, LLC4$1500.00%+4New
Dunhill Financial, LLC4$1510.00%+4New
Creative Financial Designs Inc5$1870.00%−200−97.6%Reduced
Key Financial Inc8$2990.00%00.0%Unchanged
Quaker Wealth Management, LLC10$3750.00%00.0%Unchanged
HFM Investment Advisors, LLC10$3750.00%00.0%Unchanged
Rialto Wealth Management, LLC10$3750.00%+6+150.0%Added
TD Waterhouse Canada Inc.12$4490.00%+12New
MV Capital Management, Inc.13$4870.00%00.0%Unchanged
Eastern Bank13$4870.00%+13New
Bay Harbor Wealth Management, LLC14$5280.00%+4+40.0%Added
TD Private Client Wealth LLC15$5610.00%00.0%Unchanged
SHP Wealth Management19$7080.00%+19New
SJS Investment Consulting Inc.20$7490.00%00.0%Unchanged
Hughes Financial Services, LLC21$7860.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.22$8070.00%00.0%Unchanged
CVA Family Office, LLC22$8230.00%00.0%Unchanged
Wealth Watch Advisors, INC22$8230.00%00.0%Unchanged
Rakuten Securities, Inc.26$9730.00%+20+333.3%Added
Cromwell Holdings LLC29$1.10K0.00%00.0%Unchanged
Coastline Trust Co30$1.12K0.00%00.0%Unchanged
Highline Wealth Partners LLC30$1.12K0.00%00.0%Unchanged
Archer Investment Corp30$1.12K0.00%+30New
DiNuzzo Private Wealth, Inc.31$1.16K0.00%−3−8.8%Reduced
Nemes Rush Group LLC39$1.46K0.00%+39New
Signature Equity Partners, LLC41$1.53K0.00%+41New
Team Financial Group, LLC43$1.59K0.00%+1+2.4%Added
Camelot Portfolios, LLC45$1.67K0.00%+45New
UMA Financial Services, Inc.45$1.69K0.00%+15+50.0%Added
Fortitude Family Office, LLC47$1.76K0.00%−13−21.7%Reduced
Kilter Group LLC48$1.80K0.00%00.0%Unchanged
Raffa Wealth Management, LLC48$1.80K0.00%00.0%Unchanged
South State Corp.50$1.87K0.00%−10−16.7%Reduced
WealthCollab, LLC54$2.02K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC57$2.13K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC57$2.13K0.00%+57New
Tucker Asset Management LLC59$2.21K0.00%+59New
J.Safra Asset Management Corp61$2.28K0.00%+61New
Sachetta, LLC64$2.40K0.00%00.0%Unchanged
HM Payson & Co67$2.51K0.00%00.0%Unchanged
Strive Financial Group ,LLC74$2.77K0.00%+74New
T. Rowe Price Investment Management, Inc.77$3.00K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC84$3.18K0.00%+84New
Rothschild Investment LLC86$3.22K0.00%+72+514.3%Added
Armstrong Advisory Group, Inc97$3.63K0.00%00.0%Unchanged
McIlrath & Eck, LLC100$3.74K0.00%00.0%Unchanged
West Financial Advisors, LLC103$3.87K0.00%+1+1.0%Added
Elyxium Wealth, LLC114$4.29K0.00%+114New
IMA Wealth, Inc.115$4.31K0.00%+109+1,816.7%Added
Keating Financial Advisory Services, Inc.116$4.34K0.00%+116New
CWM Advisors, LLC122$4.55K0.00%+122New
Bell Investment Advisors, Inc124$4.64K0.00%−27−17.9%Reduced
Paladin Partners, LLC130$4.87K0.00%+130New
Ares Financial Consulting, LLC137$5.13K0.00%+137New
Harbour Investments, Inc.151$5.65K0.00%+5+3.4%Added
Leonteq Securities AG152$5.69K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC163$6.10K0.00%00.0%Unchanged
Assetmark, Inc164$6.14K0.00%−91−35.7%Reduced
Prestige Wealth Management Group LLC163$6.16K0.00%00.0%Unchanged
High Note Wealth, LLC190$7.11K0.00%00.0%Unchanged
Addison Advisors LLC193$7.22K0.00%+78+67.8%Added
Farmers & Merchants Investments Inc195$7.30K0.00%+10+5.4%Added
Triumph Capital Management203$7.60K0.00%+203New
Ogorek Anthony Joseph244$9.00K0.00%−49−16.7%Reduced
Steigerwald, Gordon & Koch Inc.254$9.52K0.00%00.0%Unchanged
JNBA Financial Advisors294$11.0K0.00%+28+10.5%Added
International Assets Investment Management, LLC304$11.4K0.00%+304New
Financial Management Professionals, Inc.314$11.9K0.00%00.0%Unchanged
Estabrook Capital Management322$12.1K0.00%00.0%Unchanged
Essential Partners LLC340$12.7K0.00%00.0%Unchanged
Atlantic Trust, LLC351$13.1K0.00%00.0%Unchanged
Parkside Financial Bank & Trust355$13.3K0.00%+142+66.7%Added
North Star Investment Management Corp.365$13.7K0.00%+75+25.9%Added
Private Wealth Management Group, LLC367$13.7K0.00%00.0%Unchanged
FNY Investment Advisers, LLC400$14.0K0.00%00.0%Unchanged
Rossby Financial, LCC379$14.2K0.00%+379New
MCF Advisors LLC380$14.2K0.00%00.0%Unchanged
Trust Co of Vermont459$17.2K0.00%+459New
True Wealth Design, LLC474$17.7K0.01%−4−0.8%Reduced
Bokf, NA494$18.5K0.00%00.0%Unchanged
ORG Partners LLC500$18.7K0.00%+500New
Fortis Group Advisors, LLC515$19.3K0.00%00.0%Unchanged
Versant Capital Management, Inc536$20.1K0.00%+40+8.1%Added
Elequin Capital LP557$20.8K0.00%+557New
William B. Walkup & Associates, Inc.560$21.0K0.01%+560New
Whittier Trust Co600$22.4K0.00%00.0%Unchanged
DV Trading LLC616$23.1K0.00%+616New
Strategic Wealth Partners, Ltd.625$23.4K0.00%+625New
Morton Brown Family Wealth, LLC627$23.5K0.01%00.0%Unchanged
Asset Dedication, LLC642$24.0K0.00%00.0%Unchanged
Altshuler Shaham Ltd644$24.1K0.00%+60+10.3%Added
Alerus Financial NA645$24.1K0.00%00.0%Unchanged
Bogart Wealth, LLC674$25.2K0.00%−26−3.7%Reduced
Root Financial Partners, LLC708$26.5K0.00%+49+7.4%Added
Heritage Wealth Advisors720$26.9K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.724$27.1K0.00%+724New