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 |
|---|---|---|---|---|---|
| Elevated Capital Advisors, LLC | 660 | $24.0K | 0.01% | −9,446−93.5% | Reduced |
| Private Trust Co NA | 699 | $25.5K | 0.00% | −172−19.7% | Reduced |
| Bogart Wealth, LLC | 715 | $26.0K | 0.00% | +41+6.1% | Added |
| Mather Group, LLC. | 716 | $26.1K | 0.00% | +716 | New |
| Heritage Wealth Advisors | 720 | $26.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $27.0K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 783 | $28.5K | 0.01% | −266−25.4% | Reduced |
| LRI Investments, LLC | 786 | $28.6K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 787 | $28.7K | 0.00% | +787 | New |
| Root Financial Partners, LLC | 812 | $29.6K | 0.00% | +104+14.7% | Added |
| Manchester Capital Management LLC | 818 | $29.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 822 | $29.9K | 0.02% | −78−8.7% | Reduced |
| Versant Capital Management, Inc | 871 | $31.7K | 0.00% | +335+62.5% | Added |
| Altshuler Shaham Ltd | 880 | $32.0K | 0.00% | +236+36.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 913 | $33.3K | 0.00% | +189+26.1% | Added |
| Entrust Financial LLC | 916 | $33.4K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 920 | $34.0K | 0.00% | +9+1.0% | Added |
| Los Angeles Capital Management LLC | 939 | $34.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $34.6K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 978 | $35.6K | 0.02% | +1+0.1% | Added |
| Princeton Global Asset Management LLC | 1,000 | $36.4K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,014 | $36.9K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 1,019 | $37.0K | 0.00% | +1,019 | New |
| Kimelman & Baird, LLC | 1,050 | $38.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,066 | $38.8K | 0.00% | +915+606.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,116 | $40.6K | 0.00% | −359−24.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $41.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,175 | $42.8K | 0.01% | +387+49.1% | Added |
| Bare Financial Services, Inc | 1,232 | $44.9K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,258 | $45.8K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,275 | $46.4K | 0.05% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,360 | $49.5K | 0.03% | +130+10.6% | Added |
| HM Payson & Co | 1,393 | $50.7K | 0.00% | +1,326+1,979.1% | Added |
| Colonial Trust Co | 1,500 | $54.6K | 0.01% | −500−25.0% | Reduced |
| Duncker Streett & Co Inc | 1,500 | $54.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,582 | $57.6K | 0.00% | −257−14.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,765 | $64.3K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,800 | $65.6K | 0.00% | +1,800 | New |
| Fairman Group, LLC | 1,785 | $65.7K | 0.06% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,875 | $68.3K | 0.00% | +25+1.4% | Added |
| Capital Advisors, Ltd. LLC | 1,968 | $72.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,098 | $77.0K | 0.00% | +700+50.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,176 | $79.3K | 0.01% | −448−17.1% | Reduced |
| AdvisorNet Financial, Inc | 2,192 | $79.8K | 0.00% | −77−3.4% | Reduced |
| CoreCap Advisors, LLC | 2,379 | $86.6K | 0.00% | −932−28.1% | Reduced |
| Quent Capital, LLC | 2,401 | $87.4K | 0.01% | −2,491−50.9% | Reduced |
| Vision Retirement, LLC | 2,411 | $87.8K | 0.02% | +2,411 | New |
| MAI Capital Management | 2,456 | $89.4K | 0.00% | +460+23.0% | Added |
| Sound Income Strategies, LLC | 2,735 | $98.6K | 0.00% | −104−3.7% | Reduced |
| Quarry LP | 2,820 | $102.7K | 0.02% | +715+34.0% | Added |
| Ronald Blue Trust, Inc. | 2,881 | $104.9K | 0.00% | −2,003−41.0% | Reduced |
| Sittner & Nelson, LLC | 2,991 | $108.9K | 0.04% | +2,991 | New |
| Security National Bank | 3,018 | $109.9K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,050 | $111.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,200 | $116.5K | 0.01% | −150−4.5% | Reduced |
| SBI Securities Co., Ltd. | 3,434 | $125.1K | 0.00% | +276+8.7% | Added |
| Hazlett, Burt & Watson, Inc. | 3,485 | $127.0K | 0.04% | +300+9.4% | Added |
| Whittier Trust Co of Nevada Inc | 3,559 | $129.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,600 | $131.1K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,600 | $131.1K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,628 | $132.1K | 0.00% | +402+12.5% | Added |
| Hartford Financial Management Inc. | 3,754 | $136.7K | 0.03% | 00.0% | Unchanged |
| Simplex Trading, LLC | 4,115 | $149.9K | 0.00% | −12,856−75.8% | Reduced |
| Nomura Asset Management Co Ltd | 4,330 | $157.7K | 0.00% | +920+27.0% | Added |
| Camden Capital, LLC | 4,346 | $158.3K | 0.01% | −3,878−47.2% | Reduced |
| SRS Capital Advisors, Inc. | 4,447 | $162.0K | 0.00% | −4,573−50.7% | Reduced |
| New Age Alpha Advisors, LLC | 4,953 | $180.4K | 0.01% | +4,953 | New |
| OP Asset Management Ltd | 4,959 | $180.6K | 0.00% | +4,959 | New |
| STRS Ohio | 5,143 | $187.3K | 0.00% | −8−0.2% | Reduced |
| Allworth Financial LP | 5,275 | $192.1K | 0.00% | +296+5.9% | Added |
| Hantz Financial Services, Inc. | 5,307 | $193.0K | 0.00% | −447−7.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 5,285 | $194.9K | 0.00% | +262+5.2% | Added |
| IHT Wealth Management, LLC | 5,512 | $200.7K | 0.00% | −54−1.0% | Reduced |
| Harvest Investment Services, LLC | 5,519 | $201.0K | 0.04% | −71−1.3% | Reduced |
| Convergence Financial, LLC | 5,520 | $201.0K | 0.02% | +5,520 | New |
| MONECO Advisors, LLC | 5,546 | $202.0K | 0.02% | +29+0.5% | Added |
| Custom Index Systems, LLC | 5,579 | $203.2K | 0.09% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5,586 | $203.4K | 0.04% | +28+0.5% | Added |
| GeoWealth Management, LLC | 5,589 | $203.5K | 0.01% | +5,589 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,644 | $205.6K | 0.00% | +1,516+36.7% | Added |
| Ameritas Advisory Services, LLC | 5,705 | $207.8K | 0.01% | +254+4.7% | Added |
| Guardian Partners Inc. | 5,731 | $208.7K | 0.02% | +5,731 | New |
| Avantax Planning Partners, Inc. | 5,740 | $209.1K | 0.01% | −9,213−61.6% | Reduced |
| JFS Wealth Advisors, LLC | 5,923 | $215.7K | 0.01% | −9−0.2% | Reduced |
| Parallel Advisors, LLC | 6,011 | $218.9K | 0.00% | +1,019+20.4% | Added |
| Great Valley Advisor Group, Inc. | 6,014 | $219.0K | 0.00% | −20.0% | Reduced |
| Graham Capital Management, L.P. | 6,019 | $219.2K | 0.01% | +6,019 | New |
| BFSG, LLC | 6,037 | $219.9K | 0.02% | +50+0.8% | Added |
| Walleye Trading LLC | 6,115 | $222.7K | 0.00% | −1,490−19.6% | Reduced |
| Invested Advisors | 6,147 | $223.9K | 0.23% | −98−1.6% | Reduced |
| Beacon Financial Group | 6,169 | $224.7K | 0.02% | −5,496−47.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,215 | $226.3K | 0.01% | +6,215 | New |
| Vise Technologies, Inc. | 6,112 | $228.8K | 0.00% | 00.0% | Unchanged |
| North Dakota State Investment Board | 6,286 | $228.9K | 0.01% | −1,307−17.2% | Reduced |
| HBK Sorce Advisory LLC | 7,123 | $230.2K | 0.00% | +69+1.0% | Added |
| Umb Bank N A | 6,358 | $231.6K | 0.00% | −138−2.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,421 | $233.9K | 0.02% | −167−2.5% | Reduced |
| PFG Investments, LLC | 6,449 | $234.9K | 0.01% | −2,313−26.4% | Reduced |
| Harvest Fund Management Co., Ltd | 6,440 | $235.0K | 0.01% | −39,446−86.0% | Reduced |
| CIBC Asset Management Inc | 6,477 | $235.9K | 0.00% | 00.0% | Unchanged |