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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 6,588 | $246.6K | 0.02% | −84−1.3% | Reduced |
| Jeppson Wealth Management, LLC | 6,610 | $247.4K | 0.08% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 6,676 | $249.9K | 0.04% | +156+2.4% | Added |
| EntryPoint Capital, LLC | 6,677 | $249.9K | 0.10% | +6,677 | New |
| Farringdon Capital, Ltd. | 6,703 | $250.9K | 0.06% | +6,703 | New |
| Partnership Wealth Management, LLC | 6,750 | $252.7K | 0.18% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,714 | $253.3K | 0.01% | +4,687+231.2% | Added |
| Evergreen Capital Management LLC | 6,798 | $255.7K | 0.01% | −592−8.0% | Reduced |
| Signaturefd, LLC | 6,858 | $256.7K | 0.00% | +10+0.1% | Added |
| Red Door Wealth Management, LLC | 6,966 | $260.7K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 7,054 | $261.6K | 0.01% | −5,518−43.9% | Reduced |
| Verition Fund Management LLC | 7,000 | $262.0K | 0.00% | −43,171−86.0% | Reduced |
| Haverford Trust Co | 7,010 | $262.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,023 | $262.9K | 0.01% | +1,047+17.5% | Added |
| Sym Financial Corp | 7,040 | $263.5K | 0.03% | −17−0.2% | Reduced |
| Beirne Wealth Consulting Services, LLC | 7,024 | $265.5K | 0.08% | −440−5.9% | Reduced |
| Davenport & Co LLC | 7,217 | $270.1K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,227 | $270.5K | 0.00% | −292−3.9% | Reduced |
| Wexford Capital LP | 7,289 | $272.8K | 0.07% | +1,880+34.8% | Added |
| Fifth Third Wealth Advisors LLC | 7,430 | $278.1K | 0.01% | −90−1.2% | Reduced |
| North Dakota State Investment Board | 7,593 | $284.2K | 0.01% | +7,593 | New |
| Walleye Trading LLC | 7,605 | $284.7K | 0.00% | +7,605 | New |
| CFO4Life Group, LLC | 7,650 | $286.3K | 0.04% | −6,611−46.4% | Reduced |
| HB Wealth Management, LLC | 7,674 | $287.3K | 0.00% | −2,828−26.9% | Reduced |
| Wesbanco Bank Inc | 7,789 | $291.5K | 0.01% | −2,800−26.4% | Reduced |
| Connable Office Inc | 7,833 | $293.2K | 0.03% | −711−8.3% | Reduced |
| Spirit of America Management Corp | 8,000 | $299.4K | 0.06% | −2,000−20.0% | Reduced |
| Tectonic Advisors LLC | 8,038 | $300.9K | 0.02% | −214−2.6% | Reduced |
| Atomi Financial Group, Inc. | 8,069 | $302.0K | 0.01% | +1,106+15.9% | Added |
| Camden Capital, LLC | 8,224 | $307.9K | 0.02% | −17−0.2% | Reduced |
| Chesley Taft & Associates LLC | 8,280 | $309.9K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 8,334 | $312.0K | 0.00% | +3,779+83.0% | Added |
| Dynamic Technology Lab Private Ltd | 8,456 | $317.0K | 0.07% | −37,532−81.6% | Reduced |
| Moran Wealth Management, LLC | 8,522 | $319.0K | 0.01% | −4,387−34.0% | Reduced |
| First Eagle Investment Management, LLC | 8,681 | $324.9K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 8,706 | $325.9K | 0.02% | +13+0.1% | Added |
| PFG Investments, LLC | 8,762 | $328.0K | 0.02% | −1,643−15.8% | Reduced |
| SRS Capital Advisors, Inc. | 9,020 | $337.6K | 0.01% | +5,339+145.0% | Added |
| GAMMA Investing LLC | 9,124 | $341.5K | 0.02% | −54−0.6% | Reduced |
| ExodusPoint Capital Management, LP | 9,464 | $354.2K | 0.00% | +9,464 | New |
| Mma Asset Management LLC | 9,467 | $354.4K | 0.13% | +286+3.1% | Added |
| Meeder Advisory Services, Inc. | 9,550 | $357.4K | 0.02% | +562+6.3% | Added |
| Leuthold Group, LLC | 9,553 | $357.6K | 0.04% | +99+1.0% | Added |
| Belpointe Asset Management LLC | 9,612 | $359.8K | 0.01% | −245−2.5% | Reduced |
| Investment Research Partners LLC | 9,626 | $360.3K | 0.15% | −159−1.6% | Reduced |
| Truist Financial Corp | 9,760 | $365.3K | 0.00% | +170+1.8% | Added |
| EverSource Wealth Advisors, LLC | 9,842 | $368.4K | 0.01% | +456+4.9% | Added |
| Sciencast Management LP | 9,942 | $372.1K | 0.05% | −27,945−73.8% | Reduced |
| United Capital Financial Advisers, LLC | 9,954 | $372.6K | 0.00% | +9,954 | New |
| Needham Investment Management LLC | 10,000 | $374.3K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,047 | $376.1K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 10,047 | $376.1K | 0.01% | +492+5.1% | Added |
| Howland Capital Management LLC | 10,000 | $378.1K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 10,106 | $378.3K | 0.09% | +2,784+38.0% | Added |
| Accurate Wealth Management, LLC | 10,238 | $379.5K | 0.05% | +1,943+23.4% | Added |
| BKD Wealth Advisors, LLC | 10,146 | $379.8K | 0.01% | −53−0.5% | Reduced |
| Change Path, LLC | 10,184 | $381.2K | 0.01% | +2,482+32.2% | Added |
| Reston Wealth Management LLC | 10,511 | $393.4K | 0.12% | −1,191−10.2% | Reduced |
| J.W. Cole Advisors, Inc. | 10,615 | $397.3K | 0.01% | −55−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 10,817 | $404.9K | 0.00% | +6,912+177.0% | Added |
| Cullen/Frost Bankers, Inc. | 10,834 | $405.5K | 0.00% | +8,461+356.6% | Added |
| Family Management Corp | 10,976 | $410.8K | 0.05% | +3,425+45.4% | Added |
| Teacher Retirement System of Texas | 11,028 | $412.8K | 0.00% | −20,302−64.8% | Reduced |
| EMC Capital Management | 11,109 | $416.0K | 0.18% | −1,960−15.0% | Reduced |
| V2 Financial group LLC | 11,242 | $420.8K | 0.21% | −40−0.4% | Reduced |
| Utah Retirement Systems | 11,500 | $430.4K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Group | 11,665 | $436.6K | 0.04% | −911−7.2% | Reduced |
| RHS Financial, LLC | 11,829 | $442.8K | 0.22% | +515+4.6% | Added |
| US Bancorp | 11,992 | $448.8K | 0.00% | +165+1.4% | Added |
| Farther Finance Advisors, LLC | 12,110 | $453.3K | 0.00% | +3,652+43.2% | Added |
| DekaBank Deutsche Girozentrale | 16,635 | $465.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 12,513 | $468.4K | 0.01% | +380+3.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 12,554 | $469.9K | 0.02% | +42+0.3% | Added |
| Quadrant Capital Group LLC | 12,737 | $476.7K | 0.01% | −4,924−27.9% | Reduced |
| Oppenheimer Asset Management Inc. | 12,869 | $481.7K | 0.01% | −2,229−14.8% | Reduced |
| Prospera Financial Services Inc | 12,943 | $485.0K | 0.01% | −443−3.3% | Reduced |
| Wright Investors Service Inc | 13,167 | $492.8K | 0.15% | +679+5.4% | Added |
| Global Retirement Partners, LLC | 13,218 | $494.7K | 0.01% | +5,422+69.5% | Added |
| Atlas Capital Advisors LLC | 13,616 | $509.6K | 0.06% | +13,616 | New |
| Warren Averett Asset Management, LLC | 13,806 | $516.8K | 0.00% | +13,806 | New |
| Tevis Investment Management | 15,520 | $522.0K | 0.31% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 14,147 | $529.5K | 0.19% | +401+2.9% | Added |
| Triad Wealth Partners, LLC | 14,211 | $531.9K | 0.05% | +14,211 | New |
| Carnegie Capital Asset Management, LLC | 14,294 | $535.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,582 | $545.8K | 0.00% | −2,647−15.4% | Reduced |
| Park Avenue Securities LLC | 14,732 | $551.0K | 0.00% | +2,740+22.8% | Added |
| Alpha Omega Wealth Management LLC | 14,794 | $553.8K | 0.09% | −36−0.2% | Reduced |
| Avantax Planning Partners, Inc. | 14,953 | $559.7K | 0.02% | +5,740+62.3% | Added |
| Zacks Investment Management | 15,262 | $571.3K | 0.00% | −20,338−57.1% | Reduced |
| Crossmark Global Holdings, Inc. | 15,310 | $573.1K | 0.01% | −905−5.6% | Reduced |
| Laird Norton Trust Company, LLC | 15,274 | $577.5K | 0.01% | +15,274 | New |
| Securian Asset Management, Inc | 15,663 | $586.3K | 0.02% | −433−2.7% | Reduced |
| Ascent Group, LLC | 15,837 | $592.8K | 0.02% | +15,837 | New |
| Commerce Bank | 15,908 | $595.4K | 0.00% | −2,118−11.7% | Reduced |
| RD Lewis Holdings, Inc. | 14,986 | $599.6K | 0.51% | +2,000+15.4% | Added |
| Burns Matteson Capital Management, LLC | 16,029 | $600.0K | 0.24% | +16,029 | New |
| Sequoia Financial Advisors, LLC | 16,064 | $601.3K | 0.00% | +6,612+70.0% | Added |
| Inceptionr LLC | 16,168 | $605.2K | 0.17% | +16,168 | New |
| Aviva PLC | 16,226 | $607.3K | 0.00% | −249−1.5% | Reduced |
| IFG Advisory, LLC | 16,263 | $608.7K | 0.03% | −1,305−7.4% | Reduced |