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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caldwell Trust Co | 741 | $27.7K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 748 | $28.0K | 0.02% | −15,012−95.3% | Reduced |
| Covestor Ltd | 729 | $28.0K | 0.01% | −6,434−89.8% | Reduced |
| Motiv8 Investments LLC | 742 | $28.0K | 0.02% | +742 | New |
| First Financial Corp | 750 | $28.1K | 0.01% | +750 | New |
| LRI Investments, LLC | 786 | $29.4K | 0.00% | −55−6.5% | Reduced |
| Deseret Mutual Benefit Administrators | 788 | $29.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 818 | $30.6K | 0.00% | +28+3.5% | Added |
| Los Angeles Capital Management LLC | 939 | $31.4K | 0.00% | +939 | New |
| Private Trust Co NA | 871 | $32.6K | 0.00% | +142+19.5% | Added |
| V-Square Quantitative Management LLC | 876 | $32.8K | 0.00% | +876 | New |
| Clearstead Advisors, LLC | 893 | $33.4K | 0.00% | +623+230.7% | Added |
| WPG Advisers, LLC | 900 | $33.7K | 0.03% | +647+255.7% | Added |
| CX Institutional | 911 | $34.0K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 916 | $34.3K | 0.03% | +916 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $35.7K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 977 | $36.6K | 0.02% | −2−0.2% | Reduced |
| Princeton Global Asset Management LLC | 1,000 | $37.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,012 | $37.9K | 0.00% | −947−48.3% | Reduced |
| Huntington National Bank | 1,014 | $38.0K | 0.00% | +271+36.5% | Added |
| Flagship Wealth Advisors, LLC | 1,049 | $39.3K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,050 | $39.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $44.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,230 | $46.0K | 0.03% | +1,230 | New |
| Bare Financial Services, Inc | 1,232 | $46.1K | 0.01% | −113−8.4% | Reduced |
| Golden State Wealth Management, LLC | 1,258 | $47.1K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,262 | $47.2K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,275 | $47.7K | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,398 | $53.0K | 0.00% | −155−10.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,475 | $55.2K | 0.00% | −855−36.7% | Reduced |
| Duncker Streett & Co Inc | 1,500 | $56.1K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,688 | $63.2K | 0.02% | +1,148+212.6% | Added |
| Torren Management, LLC | 1,743 | $65.3K | 0.03% | +1,743 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,765 | $66.1K | 0.02% | −65−3.6% | Reduced |
| Fairman Group, LLC | 1,785 | $67.5K | 0.05% | 00.0% | Unchanged |
| Central Trust Co | 1,839 | $68.8K | 0.00% | +7+0.4% | Added |
| Massmutual Trust Co FSB | 1,850 | $69.2K | 0.00% | −957−34.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 1,880 | $70.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,968 | $74.0K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 1,996 | $74.7K | 0.00% | +632+46.3% | Added |
| Colonial Trust Co | 2,000 | $74.9K | 0.01% | +2,000 | New |
| SageView Advisory Group, LLC | 2,042 | $76.4K | 0.00% | +2,042 | New |
| United Community Bank | 2,075 | $77.7K | 0.03% | +130+6.7% | Added |
| Quarry LP | 2,105 | $78.8K | 0.01% | −4,061−65.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 2,262 | $84.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,269 | $84.9K | 0.00% | +374+19.7% | Added |
| Horizon Investments, LLC | 2,472 | $92.5K | 0.00% | +2,472 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,624 | $98.2K | 0.02% | +189+7.8% | Added |
| Wealth Preservation Advisors, LLC | 2,669 | $99.9K | 0.05% | +9+0.3% | Added |
| Sound Income Strategies, LLC | 2,839 | $106.5K | 0.01% | +6+0.2% | Added |
| Centaurus Financial, Inc. | 2,883 | $108.0K | 0.00% | +2,883 | New |
| Security National Bank | 3,018 | $113.0K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,050 | $114.2K | 0.00% | −1,521−33.3% | Reduced |
| SBI Securities Co., Ltd. | 3,158 | $118.2K | 0.00% | −222−6.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,185 | $120.0K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,226 | $120.8K | 0.00% | +3,037+1,606.9% | Added |
| Fifth Third Bancorp | 3,305 | $123.7K | 0.00% | +25+0.8% | Added |
| CoreCap Advisors, LLC | 3,311 | $123.9K | 0.00% | −37−1.1% | Reduced |
| Private Wealth Asset Management, LLC | 3,350 | $125.4K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,410 | $127.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,559 | $132.8K | 0.00% | +254+7.7% | Added |
| St Germain D J Co Inc | 3,600 | $134.7K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,600 | $134.7K | 0.04% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,754 | $140.5K | 0.04% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,128 | $155.0K | 0.00% | +4,128 | New |
| Ronald Blue Trust, Inc. | 4,884 | $182.8K | 0.00% | −211−4.1% | Reduced |
| Quent Capital, LLC | 4,892 | $183.1K | 0.01% | −9−0.2% | Reduced |
| Allworth Financial LP | 4,979 | $186.4K | 0.00% | −1,284−20.5% | Reduced |
| Parallel Advisors, LLC | 4,992 | $186.9K | 0.00% | +724+17.0% | Added |
| Eurizon Capital SGR S.p.A. | 5,023 | $189.3K | 0.00% | +5,023 | New |
| STRS Ohio | 5,151 | $192.8K | 0.00% | +9+0.2% | Added |
| Flputnam Investment Management Co | 5,420 | $202.9K | 0.00% | +5,420 | New |
| Trust Co of Virginia | 5,421 | $202.9K | 0.02% | +5,421 | New |
| Ameritas Advisory Services, LLC | 5,451 | $204.0K | 0.01% | +2,945+117.5% | Added |
| Sunpointe, LLC | 5,409 | $204.5K | 0.07% | +5,409 | New |
| MONECO Advisors, LLC | 5,517 | $206.5K | 0.02% | +5,517 | New |
| Stone House Investment Management, LLC | 5,558 | $208.0K | 0.03% | +4,806+639.1% | Added |
| IHT Wealth Management, LLC | 5,566 | $208.3K | 0.01% | +5,566 | New |
| Skopos Labs, Inc. | 5,489 | $208.8K | 0.01% | +5,489 | New |
| Custom Index Systems, LLC | 5,579 | $208.8K | 0.09% | +5,579 | New |
| Harvest Investment Services, LLC | 5,590 | $209.2K | 0.04% | −633−10.2% | Reduced |
| Coldstream Capital Management Inc | 5,618 | $210.3K | 0.00% | −1,901−25.3% | Reduced |
| Hantz Financial Services, Inc. | 5,754 | $215.0K | 0.00% | +3,303+134.8% | Added |
| DRW Securities, LLC | 5,772 | $216.0K | 0.02% | +5,772 | New |
| Blair William & Co | 5,783 | $216.4K | 0.00% | −833−12.6% | Reduced |
| Sigma Planning Corp | 5,834 | $218.4K | 0.01% | −1,067−15.5% | Reduced |
| JFS Wealth Advisors, LLC | 5,932 | $222.1K | 0.01% | +46+0.8% | Added |
| BFSG, LLC | 5,987 | $224.1K | 0.02% | +1,457+32.2% | Added |
| Great Valley Advisor Group, Inc. | 6,016 | $225.2K | 0.00% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 6,112 | $228.8K | 0.00% | +6,112 | New |
| Aigen Investment Management, LP | 6,159 | $230.5K | 0.05% | −33,312−84.4% | Reduced |
| Tudor Investment Corp Et Al | 6,183 | $231.4K | 0.00% | −89,362−93.5% | Reduced |
| R Squared Ltd | 6,226 | $233.0K | 0.11% | +6,226 | New |
| Invested Advisors | 6,245 | $233.8K | 0.24% | +6,245 | New |
| We Are One Seven, LLC | 6,333 | $237.0K | 0.00% | −165−2.5% | Reduced |
| Benjamin Edwards Inc | 6,346 | $237.5K | 0.00% | +6,346 | New |
| Salvus Wealth Management, LLC | 6,410 | $239.9K | 0.13% | +350+5.8% | Added |
| CIBC Asset Management Inc | 6,477 | $242.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6,496 | $243.1K | 0.00% | +3,698+132.2% | Added |
| Perigon Wealth Management, LLC | 6,523 | $244.2K | 0.00% | +478+7.9% | Added |