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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 18,939 | $708.9K | 0.05% | +18,939 | New |
| EP Wealth Advisors, LLC | 18,681 | $699.2K | 0.00% | +18,681 | New |
| Live Oak Investment Partners | 18,081 | $676.8K | 0.42% | +2,893+19.0% | Added |
| Asset Management One Co.,Ltd. | 17,624 | $670.4K | 0.00% | +17,624 | New |
| Apella Capital, LLC | 17,612 | $659.2K | 0.01% | +40.0% | Added |
| Childress Capital Advisors, LLC | 17,584 | $658.2K | 0.11% | +17,584 | New |
| Cambria Investment Management, L.P. | 17,243 | $645.4K | 0.04% | +28+0.2% | Added |
| Simplex Trading, LLC | 16,971 | $635.2K | 0.02% | +16,971 | New |
| Federation des caisses Desjardins du Quebec | 16,949 | $634.4K | 0.00% | +2,572+17.9% | Added |
| Bridgefront Capital, LLC | 16,944 | $634.2K | 0.16% | −4,620−21.4% | Reduced |
| denkapparat Operations GmbH | 16,508 | $617.9K | 0.34% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 16,451 | $615.8K | 0.00% | +6,526+65.8% | Added |
| Versor Investments LP | 16,438 | $615.3K | 0.10% | −33,626−67.2% | Reduced |
| IFG Advisory, LLC | 16,263 | $608.7K | 0.03% | −1,305−7.4% | Reduced |
| Aviva PLC | 16,226 | $607.3K | 0.00% | −249−1.5% | Reduced |
| Inceptionr LLC | 16,168 | $605.2K | 0.17% | +16,168 | New |
| Sequoia Financial Advisors, LLC | 16,064 | $601.3K | 0.00% | +6,612+70.0% | Added |
| Burns Matteson Capital Management, LLC | 16,029 | $600.0K | 0.24% | +16,029 | New |
| RD Lewis Holdings, Inc. | 14,986 | $599.6K | 0.51% | +2,000+15.4% | Added |
| Commerce Bank | 15,908 | $595.4K | 0.00% | −2,118−11.7% | Reduced |
| Ascent Group, LLC | 15,837 | $592.8K | 0.02% | +15,837 | New |
| Securian Asset Management, Inc | 15,663 | $586.3K | 0.02% | −433−2.7% | Reduced |
| Laird Norton Trust Company, LLC | 15,274 | $577.5K | 0.01% | +15,274 | New |
| Crossmark Global Holdings, Inc. | 15,310 | $573.1K | 0.01% | −905−5.6% | Reduced |
| Zacks Investment Management | 15,262 | $571.3K | 0.00% | −20,338−57.1% | Reduced |
| Avantax Planning Partners, Inc. | 14,953 | $559.7K | 0.02% | +5,740+62.3% | Added |
| Alpha Omega Wealth Management LLC | 14,794 | $553.8K | 0.09% | −36−0.2% | Reduced |
| Park Avenue Securities LLC | 14,732 | $551.0K | 0.00% | +2,740+22.8% | Added |
| AE Wealth Management LLC | 14,582 | $545.8K | 0.00% | −2,647−15.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,294 | $535.0K | 0.01% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 14,211 | $531.9K | 0.05% | +14,211 | New |
| Horizon Investment Services, LLC | 14,147 | $529.5K | 0.19% | +401+2.9% | Added |
| Tevis Investment Management | 15,520 | $522.0K | 0.31% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 13,806 | $516.8K | 0.00% | +13,806 | New |
| Atlas Capital Advisors LLC | 13,616 | $509.6K | 0.06% | +13,616 | New |
| Global Retirement Partners, LLC | 13,218 | $494.7K | 0.01% | +5,422+69.5% | Added |
| Wright Investors Service Inc | 13,167 | $492.8K | 0.15% | +679+5.4% | Added |
| Prospera Financial Services Inc | 12,943 | $485.0K | 0.01% | −443−3.3% | Reduced |
| Oppenheimer Asset Management Inc. | 12,869 | $481.7K | 0.01% | −2,229−14.8% | Reduced |
| Quadrant Capital Group LLC | 12,737 | $476.7K | 0.01% | −4,924−27.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 12,554 | $469.9K | 0.02% | +42+0.3% | Added |
| IFP Advisors, Inc | 12,513 | $468.4K | 0.01% | +380+3.1% | Added |
| DekaBank Deutsche Girozentrale | 16,635 | $465.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12,110 | $453.3K | 0.00% | +3,652+43.2% | Added |
| US Bancorp | 11,992 | $448.8K | 0.00% | +165+1.4% | Added |
| RHS Financial, LLC | 11,829 | $442.8K | 0.22% | +515+4.6% | Added |
| Beacon Financial Group | 11,665 | $436.6K | 0.04% | −911−7.2% | Reduced |
| Utah Retirement Systems | 11,500 | $430.4K | 0.00% | 00.0% | Unchanged |
| V2 Financial group LLC | 11,242 | $420.8K | 0.21% | −40−0.4% | Reduced |
| EMC Capital Management | 11,109 | $416.0K | 0.18% | −1,960−15.0% | Reduced |
| Teacher Retirement System of Texas | 11,028 | $412.8K | 0.00% | −20,302−64.8% | Reduced |
| Family Management Corp | 10,976 | $410.8K | 0.05% | +3,425+45.4% | Added |
| Cullen/Frost Bankers, Inc. | 10,834 | $405.5K | 0.00% | +8,461+356.6% | Added |
| CIBC Private Wealth Group, LLC | 10,817 | $404.9K | 0.00% | +6,912+177.0% | Added |
| J.W. Cole Advisors, Inc. | 10,615 | $397.3K | 0.01% | −55−0.5% | Reduced |
| Reston Wealth Management LLC | 10,511 | $393.4K | 0.12% | −1,191−10.2% | Reduced |
| Change Path, LLC | 10,184 | $381.2K | 0.01% | +2,482+32.2% | Added |
| BKD Wealth Advisors, LLC | 10,146 | $379.8K | 0.01% | −53−0.5% | Reduced |
| Accurate Wealth Management, LLC | 10,238 | $379.5K | 0.05% | +1,943+23.4% | Added |
| Elevated Capital Advisors, LLC | 10,106 | $378.3K | 0.09% | +2,784+38.0% | Added |
| Howland Capital Management LLC | 10,000 | $378.1K | 0.01% | 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 |
| Needham Investment Management LLC | 10,000 | $374.3K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 9,954 | $372.6K | 0.00% | +9,954 | New |
| Sciencast Management LP | 9,942 | $372.1K | 0.05% | −27,945−73.8% | Reduced |
| EverSource Wealth Advisors, LLC | 9,842 | $368.4K | 0.01% | +456+4.9% | Added |
| Truist Financial Corp | 9,760 | $365.3K | 0.00% | +170+1.8% | Added |
| Investment Research Partners LLC | 9,626 | $360.3K | 0.15% | −159−1.6% | Reduced |
| Belpointe Asset Management LLC | 9,612 | $359.8K | 0.01% | −245−2.5% | Reduced |
| Leuthold Group, LLC | 9,553 | $357.6K | 0.04% | +99+1.0% | Added |
| Meeder Advisory Services, Inc. | 9,550 | $357.4K | 0.02% | +562+6.3% | Added |
| Mma Asset Management LLC | 9,467 | $354.4K | 0.13% | +286+3.1% | Added |
| ExodusPoint Capital Management, LP | 9,464 | $354.2K | 0.00% | +9,464 | New |
| GAMMA Investing LLC | 9,124 | $341.5K | 0.02% | −54−0.6% | Reduced |
| SRS Capital Advisors, Inc. | 9,020 | $337.6K | 0.01% | +5,339+145.0% | Added |
| PFG Investments, LLC | 8,762 | $328.0K | 0.02% | −1,643−15.8% | Reduced |
| CFS Investment Advisory Services, LLC | 8,706 | $325.9K | 0.02% | +13+0.1% | Added |
| First Eagle Investment Management, LLC | 8,681 | $324.9K | 0.00% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 8,522 | $319.0K | 0.01% | −4,387−34.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,456 | $317.0K | 0.07% | −37,532−81.6% | Reduced |
| Rockefeller Capital Management L.P. | 8,334 | $312.0K | 0.00% | +3,779+83.0% | Added |
| Chesley Taft & Associates LLC | 8,280 | $309.9K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 8,224 | $307.9K | 0.02% | −17−0.2% | Reduced |
| Atomi Financial Group, Inc. | 8,069 | $302.0K | 0.01% | +1,106+15.9% | Added |
| Tectonic Advisors LLC | 8,038 | $300.9K | 0.02% | −214−2.6% | Reduced |
| Spirit of America Management Corp | 8,000 | $299.4K | 0.06% | −2,000−20.0% | Reduced |
| Connable Office Inc | 7,833 | $293.2K | 0.03% | −711−8.3% | Reduced |
| Wesbanco Bank Inc | 7,789 | $291.5K | 0.01% | −2,800−26.4% | Reduced |
| HB Wealth Management, LLC | 7,674 | $287.3K | 0.00% | −2,828−26.9% | Reduced |
| CFO4Life Group, LLC | 7,650 | $286.3K | 0.04% | −6,611−46.4% | Reduced |
| Walleye Trading LLC | 7,605 | $284.7K | 0.00% | +7,605 | New |
| North Dakota State Investment Board | 7,593 | $284.2K | 0.01% | +7,593 | New |
| Fifth Third Wealth Advisors LLC | 7,430 | $278.1K | 0.01% | −90−1.2% | Reduced |
| Wexford Capital LP | 7,289 | $272.8K | 0.07% | +1,880+34.8% | Added |
| Ballentine Partners, LLC | 7,227 | $270.5K | 0.00% | −292−3.9% | Reduced |
| Davenport & Co LLC | 7,217 | $270.1K | 0.00% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 7,024 | $265.5K | 0.08% | −440−5.9% | Reduced |
| Sym Financial Corp | 7,040 | $263.5K | 0.03% | −17−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 7,023 | $262.9K | 0.01% | +1,047+17.5% | Added |