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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 7,010 | $262.4K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,000 | $262.0K | 0.00% | −43,171−86.0% | Reduced |
| HBK Sorce Advisory LLC | 7,054 | $261.6K | 0.01% | −5,518−43.9% | Reduced |
| Red Door Wealth Management, LLC | 6,966 | $260.7K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,858 | $256.7K | 0.00% | +10+0.1% | Added |
| Evergreen Capital Management LLC | 6,798 | $255.7K | 0.01% | −592−8.0% | Reduced |
| Smartleaf Asset Management LLC | 6,714 | $253.3K | 0.01% | +4,687+231.2% | Added |
| Partnership Wealth Management, LLC | 6,750 | $252.7K | 0.18% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 6,703 | $250.9K | 0.06% | +6,703 | New |
| EntryPoint Capital, LLC | 6,677 | $249.9K | 0.10% | +6,677 | New |
| Ellis Investment Partners, LLC | 6,676 | $249.9K | 0.04% | +156+2.4% | Added |
| Jeppson Wealth Management, LLC | 6,610 | $247.4K | 0.08% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,588 | $246.6K | 0.02% | −84−1.3% | Reduced |
| Perigon Wealth Management, LLC | 6,523 | $244.2K | 0.00% | +478+7.9% | Added |
| Umb Bank N A | 6,496 | $243.1K | 0.00% | +3,698+132.2% | Added |
| CIBC Asset Management Inc | 6,477 | $242.4K | 0.00% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 6,410 | $239.9K | 0.13% | +350+5.8% | Added |
| Benjamin Edwards Inc | 6,346 | $237.5K | 0.00% | +6,346 | New |
| We Are One Seven, LLC | 6,333 | $237.0K | 0.00% | −165−2.5% | Reduced |
| Invested Advisors | 6,245 | $233.8K | 0.24% | +6,245 | New |
| R Squared Ltd | 6,226 | $233.0K | 0.11% | +6,226 | New |
| Tudor Investment Corp Et Al | 6,183 | $231.4K | 0.00% | −89,362−93.5% | Reduced |
| Aigen Investment Management, LP | 6,159 | $230.5K | 0.05% | −33,312−84.4% | Reduced |
| Vise Technologies, Inc. | 6,112 | $228.8K | 0.00% | +6,112 | New |
| Great Valley Advisor Group, Inc. | 6,016 | $225.2K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 5,987 | $224.1K | 0.02% | +1,457+32.2% | Added |
| JFS Wealth Advisors, LLC | 5,932 | $222.1K | 0.01% | +46+0.8% | Added |
| Sigma Planning Corp | 5,834 | $218.4K | 0.01% | −1,067−15.5% | Reduced |
| Blair William & Co | 5,783 | $216.4K | 0.00% | −833−12.6% | Reduced |
| DRW Securities, LLC | 5,772 | $216.0K | 0.02% | +5,772 | New |
| Hantz Financial Services, Inc. | 5,754 | $215.0K | 0.00% | +3,303+134.8% | Added |
| Coldstream Capital Management Inc | 5,618 | $210.3K | 0.00% | −1,901−25.3% | Reduced |
| Harvest Investment Services, LLC | 5,590 | $209.2K | 0.04% | −633−10.2% | Reduced |
| Custom Index Systems, LLC | 5,579 | $208.8K | 0.09% | +5,579 | New |
| Skopos Labs, Inc. | 5,489 | $208.8K | 0.01% | +5,489 | New |
| IHT Wealth Management, LLC | 5,566 | $208.3K | 0.01% | +5,566 | New |
| Stone House Investment Management, LLC | 5,558 | $208.0K | 0.03% | +4,806+639.1% | Added |
| MONECO Advisors, LLC | 5,517 | $206.5K | 0.02% | +5,517 | New |
| Sunpointe, LLC | 5,409 | $204.5K | 0.07% | +5,409 | New |
| Ameritas Advisory Services, LLC | 5,451 | $204.0K | 0.01% | +2,945+117.5% | Added |
| Trust Co of Virginia | 5,421 | $202.9K | 0.02% | +5,421 | New |
| Flputnam Investment Management Co | 5,420 | $202.9K | 0.00% | +5,420 | New |
| STRS Ohio | 5,151 | $192.8K | 0.00% | +9+0.2% | Added |
| Eurizon Capital SGR S.p.A. | 5,023 | $189.3K | 0.00% | +5,023 | New |
| Parallel Advisors, LLC | 4,992 | $186.9K | 0.00% | +724+17.0% | Added |
| Allworth Financial LP | 4,979 | $186.4K | 0.00% | −1,284−20.5% | Reduced |
| Quent Capital, LLC | 4,892 | $183.1K | 0.01% | −9−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 4,884 | $182.8K | 0.00% | −211−4.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,128 | $155.0K | 0.00% | +4,128 | New |
| Hartford Financial Management Inc. | 3,754 | $140.5K | 0.04% | 00.0% | Unchanged |
| 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 |
| Whittier Trust Co of Nevada Inc | 3,559 | $132.8K | 0.00% | +254+7.7% | Added |
| Nomura Asset Management Co Ltd | 3,410 | $127.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,350 | $125.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,311 | $123.9K | 0.00% | −37−1.1% | Reduced |
| Fifth Third Bancorp | 3,305 | $123.7K | 0.00% | +25+0.8% | Added |
| Larson Financial Group LLC | 3,226 | $120.8K | 0.00% | +3,037+1,606.9% | Added |
| Hazlett, Burt & Watson, Inc. | 3,185 | $120.0K | 0.04% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3,158 | $118.2K | 0.00% | −222−6.6% | Reduced |
| Bryn Mawr Trust Co | 3,050 | $114.2K | 0.00% | −1,521−33.3% | Reduced |
| Security National Bank | 3,018 | $113.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,883 | $108.0K | 0.00% | +2,883 | New |
| Sound Income Strategies, LLC | 2,839 | $106.5K | 0.01% | +6+0.2% | Added |
| Wealth Preservation Advisors, LLC | 2,669 | $99.9K | 0.05% | +9+0.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,624 | $98.2K | 0.02% | +189+7.8% | Added |
| Horizon Investments, LLC | 2,472 | $92.5K | 0.00% | +2,472 | New |
| AdvisorNet Financial, Inc | 2,269 | $84.9K | 0.00% | +374+19.7% | Added |
| Beaird Harris Wealth Management, LLC | 2,262 | $84.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 2,105 | $78.8K | 0.01% | −4,061−65.9% | Reduced |
| United Community Bank | 2,075 | $77.7K | 0.03% | +130+6.7% | Added |
| SageView Advisory Group, LLC | 2,042 | $76.4K | 0.00% | +2,042 | New |
| Colonial Trust Co | 2,000 | $74.9K | 0.01% | +2,000 | New |
| MAI Capital Management | 1,996 | $74.7K | 0.00% | +632+46.3% | Added |
| Capital Advisors, Ltd. LLC | 1,968 | $74.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,880 | $70.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,850 | $69.2K | 0.00% | −957−34.1% | Reduced |
| Central Trust Co | 1,839 | $68.8K | 0.00% | +7+0.4% | Added |
| Fairman Group, LLC | 1,785 | $67.5K | 0.05% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,765 | $66.1K | 0.02% | −65−3.6% | Reduced |
| Torren Management, LLC | 1,743 | $65.3K | 0.03% | +1,743 | New |
| Caitong International Asset Management Co., Ltd | 1,688 | $63.2K | 0.02% | +1,148+212.6% | Added |
| Duncker Streett & Co Inc | 1,500 | $56.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,475 | $55.2K | 0.00% | −855−36.7% | Reduced |
| Bessemer Group Inc | 1,398 | $53.0K | 0.00% | −155−10.0% | Reduced |
| Vision Financial Markets LLC | 1,275 | $47.7K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,262 | $47.2K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,258 | $47.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,232 | $46.1K | 0.01% | −113−8.4% | Reduced |
| Richardson Financial Services Inc. | 1,230 | $46.0K | 0.03% | +1,230 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $44.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,050 | $39.3K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,049 | $39.3K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,014 | $38.0K | 0.00% | +271+36.5% | Added |
| Spire Wealth Management | 1,012 | $37.9K | 0.00% | −947−48.3% | Reduced |
| Princeton Global Asset Management LLC | 1,000 | $37.4K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 977 | $36.6K | 0.02% | −2−0.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $35.7K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 916 | $34.3K | 0.03% | +916 | New |
| CX Institutional | 911 | $34.0K | 0.00% | 00.0% | Unchanged |