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, Q1 2026
Institutional positions in Ugi Corp as of Mar 31, 2026. 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
- 597
- −5 vs. Q4 2025
- Shares held
- 194.1M
- +20.8M (+12.0%) vs. Q4 2025
- Total value
- $7.07B
- +$582.5M (+9.0%) vs. Q4 2025
- New holders
- 68
- 219 more added
- Sold out
- 73
- 199 more reduced
11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $73 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $109 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $110 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 4 | $146 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $182 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $183 | 0.00% | +5 | New |
| Horizon Investments, LLC | 8 | $291 | 0.00% | −2,464−99.7% | Reduced |
| Atlantic Union Bankshares Corp | 8 | $291 | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 10 | $365 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $401 | 0.00% | −15−57.7% | Reduced |
| Rialto Wealth Management, LLC | 11 | $401 | 0.00% | +1+10.0% | Added |
| Vermillion Wealth Management, Inc. | 12 | $437 | 0.00% | +12 | New |
| Beaird Harris Wealth Management, LLC | 12 | $438 | 0.00% | −2,250−99.5% | Reduced |
| HFM Investment Advisors, LLC | 13 | $473 | 0.00% | +3+30.0% | Added |
| Grove Bank & Trust | 13 | $473 | 0.00% | +13 | New |
| MV Capital Management, Inc. | 13 | $474 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 13 | $477 | 0.00% | −1,730−99.3% | Reduced |
| TD Private Client Wealth LLC | 15 | $546 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 18 | $655 | 0.00% | +17+1,700.0% | Added |
| SHP Wealth Management | 19 | $691 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $765 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 22 | $802 | 0.00% | +18+450.0% | Added |
| Bay Harbor Wealth Management, LLC | 25 | $918 | 0.00% | +11+78.6% | Added |
| Whipplewood Advisors, LLC | 28 | $1.02K | 0.00% | +28 | New |
| Cromwell Holdings LLC | 29 | $1.07K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 30 | $1.09K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $1.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $1.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $1.17K | 0.00% | +12+60.0% | Added |
| NBT Bank N A | 36 | $1.31K | 0.00% | +36 | New |
| Nemes Rush Group LLC | 39 | $1.42K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 43 | $1.56K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 44 | $1.60K | 0.00% | −968−95.7% | Reduced |
| UMA Financial Services, Inc. | 45 | $1.64K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 46 | $1.68K | 0.00% | +5+12.2% | Added |
| Kilter Group LLC | 48 | $1.75K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 49 | $1.78K | 0.00% | +49 | New |
| South State Corp. | 50 | $1.82K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $1.82K | 0.00% | +2+4.2% | Added |
| First Pacific Financial | 51 | $1.86K | 0.00% | +51 | New |
| WealthCollab, LLC | 54 | $1.97K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 54 | $1.99K | 0.00% | −61−53.0% | Reduced |
| Strive Financial Group ,LLC | 44 | $2.00K | 0.00% | −30−40.5% | Reduced |
| Bruce G. Allen Investments, LLC | 57 | $2.08K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 68 | $2.46K | 0.00% | +46+209.1% | Added |
| Clearstead Advisors, LLC | 75 | $2.73K | 0.00% | −818−91.6% | Reduced |
| Bayban | 83 | $3.02K | 0.00% | +83 | New |
| Armstrong Advisory Group, Inc | 97 | $3.53K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $3.64K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 103 | $3.76K | 0.00% | +103 | New |
| West Financial Advisors, LLC | 104 | $3.80K | 0.00% | +1+1.0% | Added |
| J.Safra Asset Management Corp | 110 | $4.01K | 0.00% | +49+80.3% | Added |
| Cedar Mountain Advisors, LLC | 116 | $4.22K | 0.00% | +116 | New |
| Assetmark, Inc | 118 | $4.30K | 0.00% | −46−28.0% | Reduced |
| Rothschild Investment LLC | 127 | $4.62K | 0.00% | +41+47.7% | Added |
| Paladin Partners, LLC | 130 | $4.74K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 131 | $4.77K | 0.00% | +67+104.7% | Added |
| Ares Financial Consulting, LLC | 137 | $4.94K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 137 | $4.99K | 0.00% | +90+191.5% | Added |
| Bell Investment Advisors, Inc | 141 | $5.14K | 0.00% | +17+13.7% | Added |
| Bartlett & Co. Wealth Management LLC | 167 | $5.83K | 0.00% | +4+2.5% | Added |
| Wall Street Financial Group, Inc. | 166 | $6.05K | 0.00% | +166 | New |
| Prestige Wealth Management Group LLC | 168 | $6.18K | 0.00% | +5+3.1% | Added |
| Keating Financial Advisory Services, Inc. | 171 | $6.23K | 0.00% | +55+47.4% | Added |
| High Note Wealth, LLC | 190 | $6.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 195 | $7.10K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 199 | $7.25K | 0.00% | +199 | New |
| Triumph Capital Management | 203 | $7.47K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 216 | $7.79K | 0.00% | +216 | New |
| Elequin Capital LP | 215 | $7.83K | 0.00% | −342−61.4% | Reduced |
| Ogorek Anthony Joseph | 244 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 229 | $8.34K | 0.00% | +199+663.3% | Added |
| CVA Family Office, LLC | 252 | $9.18K | 0.00% | +230+1,045.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 254 | $9.26K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 294 | $10.7K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 296 | $10.9K | 0.01% | +296 | New |
| Financial Management Professionals, Inc. | 317 | $11.7K | 0.00% | +3+1.0% | Added |
| Estabrook Capital Management | 322 | $11.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 326 | $11.9K | 0.00% | +133+68.9% | Added |
| Essential Partners LLC | 340 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 351 | $12.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 365 | $13.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 367 | $13.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 380 | $13.8K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 385 | $14.0K | 0.00% | +385 | New |
| Parkside Financial Bank & Trust | 402 | $14.6K | 0.00% | +47+13.2% | Added |
| International Assets Investment Management, LLC | 458 | $16.5K | 0.00% | +154+50.7% | Added |
| Rossby Financial, LCC | 465 | $16.8K | 0.00% | +86+22.7% | Added |
| Bayforest Capital Ltd | 487 | $17.7K | 0.02% | −261−34.9% | Reduced |
| Fortis Group Advisors, LLC | 515 | $18.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 549 | $20.0K | 0.01% | −180−24.7% | Reduced |
| True Wealth Design, LLC | 561 | $20.4K | 0.01% | +87+18.4% | Added |
| United Community Bank | 595 | $21.7K | 0.01% | −1,480−71.3% | Reduced |
| Whittier Trust Co | 600 | $21.8K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 625 | $22.8K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $22.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 642 | $23.4K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 645 | $23.5K | 0.00% | 00.0% | Unchanged |