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 |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 900 | $33.7K | 0.03% | +647+255.7% | Added |
| Clearstead Advisors, LLC | 893 | $33.4K | 0.00% | +623+230.7% | Added |
| V-Square Quantitative Management LLC | 876 | $32.8K | 0.00% | +876 | New |
| Private Trust Co NA | 871 | $32.6K | 0.00% | +142+19.5% | Added |
| Los Angeles Capital Management LLC | 939 | $31.4K | 0.00% | +939 | New |
| Manchester Capital Management LLC | 818 | $30.6K | 0.00% | +28+3.5% | Added |
| Deseret Mutual Benefit Administrators | 788 | $29.5K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 786 | $29.4K | 0.00% | −55−6.5% | Reduced |
| First Financial Corp | 750 | $28.1K | 0.01% | +750 | New |
| Covestor Ltd | 729 | $28.0K | 0.01% | −6,434−89.8% | Reduced |
| Motiv8 Investments LLC | 742 | $28.0K | 0.02% | +742 | New |
| Bayforest Capital Ltd | 748 | $28.0K | 0.02% | −15,012−95.3% | Reduced |
| Caldwell Trust Co | 741 | $27.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 724 | $27.1K | 0.00% | +724 | New |
| Heritage Wealth Advisors | 720 | $26.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 708 | $26.5K | 0.00% | +49+7.4% | Added |
| Bogart Wealth, LLC | 674 | $25.2K | 0.00% | −26−3.7% | Reduced |
| Alerus Financial NA | 645 | $24.1K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 644 | $24.1K | 0.00% | +60+10.3% | Added |
| Asset Dedication, LLC | 642 | $24.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $23.5K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 625 | $23.4K | 0.00% | +625 | New |
| DV Trading LLC | 616 | $23.1K | 0.00% | +616 | New |
| Whittier Trust Co | 600 | $22.4K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 560 | $21.0K | 0.01% | +560 | New |
| Elequin Capital LP | 557 | $20.8K | 0.00% | +557 | New |
| Versant Capital Management, Inc | 536 | $20.1K | 0.00% | +40+8.1% | Added |
| Fortis Group Advisors, LLC | 515 | $19.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 500 | $18.7K | 0.00% | +500 | New |
| Bokf, NA | 494 | $18.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 474 | $17.7K | 0.01% | −4−0.8% | Reduced |
| Trust Co of Vermont | 459 | $17.2K | 0.00% | +459 | New |
| MCF Advisors LLC | 380 | $14.2K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 379 | $14.2K | 0.00% | +379 | New |
| FNY Investment Advisers, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 367 | $13.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 365 | $13.7K | 0.00% | +75+25.9% | Added |
| Parkside Financial Bank & Trust | 355 | $13.3K | 0.00% | +142+66.7% | Added |
| Atlantic Trust, LLC | 351 | $13.1K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 340 | $12.7K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 322 | $12.1K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 314 | $11.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 304 | $11.4K | 0.00% | +304 | New |
| JNBA Financial Advisors | 294 | $11.0K | 0.00% | +28+10.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 254 | $9.52K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 244 | $9.00K | 0.00% | −49−16.7% | Reduced |
| Triumph Capital Management | 203 | $7.60K | 0.00% | +203 | New |
| Farmers & Merchants Investments Inc | 195 | $7.30K | 0.00% | +10+5.4% | Added |
| Addison Advisors LLC | 193 | $7.22K | 0.00% | +78+67.8% | Added |
| High Note Wealth, LLC | 190 | $7.11K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 163 | $6.16K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 164 | $6.14K | 0.00% | −91−35.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 163 | $6.10K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 152 | $5.69K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 151 | $5.65K | 0.00% | +5+3.4% | Added |
| Ares Financial Consulting, LLC | 137 | $5.13K | 0.00% | +137 | New |
| Paladin Partners, LLC | 130 | $4.87K | 0.00% | +130 | New |
| Bell Investment Advisors, Inc | 124 | $4.64K | 0.00% | −27−17.9% | Reduced |
| CWM Advisors, LLC | 122 | $4.55K | 0.00% | +122 | New |
| Keating Financial Advisory Services, Inc. | 116 | $4.34K | 0.00% | +116 | New |
| IMA Wealth, Inc. | 115 | $4.31K | 0.00% | +109+1,816.7% | Added |
| Elyxium Wealth, LLC | 114 | $4.29K | 0.00% | +114 | New |
| West Financial Advisors, LLC | 103 | $3.87K | 0.00% | +1+1.0% | Added |
| McIlrath & Eck, LLC | 100 | $3.74K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 97 | $3.63K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 86 | $3.22K | 0.00% | +72+514.3% | Added |
| Flagship Harbor Advisors, LLC | 84 | $3.18K | 0.00% | +84 | New |
| T. Rowe Price Investment Management, Inc. | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 74 | $2.77K | 0.00% | +74 | New |
| HM Payson & Co | 67 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 64 | $2.40K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 61 | $2.28K | 0.00% | +61 | New |
| Tucker Asset Management LLC | 59 | $2.21K | 0.00% | +59 | New |
| Bruce G. Allen Investments, LLC | 57 | $2.13K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 57 | $2.13K | 0.00% | +57 | New |
| WealthCollab, LLC | 54 | $2.02K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $1.87K | 0.00% | −10−16.7% | Reduced |
| Kilter Group LLC | 48 | $1.80K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $1.80K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $1.76K | 0.00% | −13−21.7% | Reduced |
| UMA Financial Services, Inc. | 45 | $1.69K | 0.00% | +15+50.0% | Added |
| Camelot Portfolios, LLC | 45 | $1.67K | 0.00% | +45 | New |
| Team Financial Group, LLC | 43 | $1.59K | 0.00% | +1+2.4% | Added |
| Signature Equity Partners, LLC | 41 | $1.53K | 0.00% | +41 | New |
| Nemes Rush Group LLC | 39 | $1.46K | 0.00% | +39 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $1.16K | 0.00% | −3−8.8% | Reduced |
| Coastline Trust Co | 30 | $1.12K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $1.12K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $1.12K | 0.00% | +30 | New |
| Cromwell Holdings LLC | 29 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 26 | $973 | 0.00% | +20+333.3% | Added |
| CVA Family Office, LLC | 22 | $823 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 22 | $823 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 22 | $807 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $786 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $749 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 19 | $708 | 0.00% | +19 | New |
| TD Private Client Wealth LLC | 15 | $561 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $528 | 0.00% | +4+40.0% | Added |
| MV Capital Management, Inc. | 13 | $487 | 0.00% | 00.0% | Unchanged |