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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 6,519 | $237.4K | 0.00% | −698−9.7% | Reduced |
| Sigma Planning Corp | 6,548 | $238.6K | 0.01% | +714+12.2% | Added |
| Truist Financial Corp | 6,588 | $239.9K | 0.00% | −3,172−32.5% | Reduced |
| Smartleaf Asset Management LLC | 6,560 | $240.7K | 0.01% | −154−2.3% | Reduced |
| Jeppson Wealth Management, LLC | 6,610 | $240.7K | 0.08% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,677 | $243.2K | 0.07% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 6,735 | $245.3K | 0.01% | +1,246+22.7% | Added |
| Partnership Wealth Management, LLC | 6,750 | $245.8K | 0.19% | 00.0% | Unchanged |
| Entropy Technologies, LP | 6,839 | $249.1K | 0.01% | −65,513−90.5% | Reduced |
| Signaturefd, LLC | 6,863 | $250.0K | 0.00% | +5+0.1% | Added |
| Perigon Wealth Management, LLC | 6,948 | $253.0K | 0.00% | +425+6.5% | Added |
| Red Door Wealth Management, LLC | 6,966 | $253.7K | 0.03% | 00.0% | Unchanged |
| Haverford Trust Co | 7,010 | $255.3K | 0.00% | 00.0% | Unchanged |
| Sym Financial Corp | 7,016 | $255.5K | 0.03% | −24−0.3% | Reduced |
| Ballentine Partners, LLC | 7,036 | $256.3K | 0.00% | −191−2.6% | Reduced |
| CFO4Life Group, LLC | 7,046 | $256.6K | 0.04% | −604−7.9% | Reduced |
| Winton Group Ltd | 7,071 | $257.5K | 0.01% | +7,071 | New |
| Beirne Wealth Consulting Services, LLC | 7,024 | $258.4K | 0.07% | 00.0% | Unchanged |
| Shelton Capital Management | 7,208 | $262.5K | 0.01% | +7,208 | New |
| Sterling Capital Management LLC | 7,214 | $262.7K | 0.00% | −13,964−65.9% | Reduced |
| Accurate Wealth Management, LLC | 6,948 | $263.6K | 0.03% | −3,290−32.1% | Reduced |
| Rockefeller Capital Management L.P. | 7,409 | $269.9K | 0.00% | −925−11.1% | Reduced |
| Lido Advisors, LLC | 7,340 | $269.9K | 0.00% | +7,340 | New |
| Evergreen Capital Management LLC | 7,437 | $272.1K | 0.01% | +639+9.4% | Added |
| Belpointe Asset Management LLC | 7,541 | $274.6K | 0.01% | −2,071−21.5% | Reduced |
| Arkadios Wealth Advisors | 7,731 | $281.6K | 0.00% | +7,731 | New |
| Fifth Third Wealth Advisors LLC | 7,733 | $281.6K | 0.01% | +303+4.1% | Added |
| Ellis Investment Partners, LLC | 7,743 | $282.0K | 0.05% | +1,067+16.0% | Added |
| Benjamin Edwards Inc | 7,776 | $283.2K | 0.00% | +1,430+22.5% | Added |
| Connable Office Inc | 7,833 | $285.3K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,848 | $285.8K | 0.01% | −221−2.7% | Reduced |
| Spirit of America Management Corp | 8,000 | $291.4K | 0.06% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 8,280 | $301.6K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 8,608 | $313.5K | 0.00% | −979,817−99.1% | Reduced |
| HB Wealth Management, LLC | 8,757 | $318.9K | 0.00% | +1,083+14.1% | Added |
| CFS Investment Advisory Services, LLC | 8,693 | $319.7K | 0.02% | −13−0.1% | Reduced |
| QRG Capital Management, Inc. | 8,827 | $321.5K | 0.00% | +8,827 | New |
| Meeder Advisory Services, Inc. | 9,100 | $331.4K | 0.01% | −450−4.7% | Reduced |
| United Capital Financial Advisers, LLC | 9,153 | $333.4K | 0.00% | −801−8.0% | Reduced |
| We Are One Seven, LLC | 9,184 | $334.5K | 0.01% | +2,851+45.0% | Added |
| Mma Asset Management LLC | 9,211 | $335.5K | 0.12% | −256−2.7% | Reduced |
| Leuthold Group, LLC | 9,276 | $337.8K | 0.04% | −277−2.9% | Reduced |
| Clark Financial Services Group Inc | 9,392 | $342.1K | 0.19% | +9,392 | New |
| Investment Research Partners LLC | 9,507 | $346.2K | 0.14% | −119−1.2% | Reduced |
| Trexquant Investment LP | 9,522 | $346.8K | 0.00% | −207,772−95.6% | Reduced |
| Corundum Trust Company, INC | 9,773 | $355.9K | 0.81% | +9,773 | New |
| GAMMA Investing LLC | 9,818 | $357.6K | 0.02% | +694+7.6% | Added |
| Golden State Equity Partners | 9,959 | $362.7K | 0.03% | +9,959 | New |
| US Bancorp | 9,981 | $363.5K | 0.00% | −2,011−16.8% | Reduced |
| Needham Investment Management LLC | 10,000 | $364.2K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,038 | $365.6K | 0.00% | −44,444−81.6% | Reduced |
| Fulton Bank, N.A. | 10,047 | $365.9K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,047 | $365.9K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 10,000 | $367.9K | 0.01% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 10,145 | $369.5K | 0.01% | −2,409−19.2% | Reduced |
| CWM Advisors, LLC | 10,176 | $370.6K | 0.02% | +10,054+8,241.0% | Added |
| BKD Wealth Advisors, LLC | 10,358 | $377.2K | 0.01% | +212+2.1% | Added |
| Zacks Investment Management | 10,398 | $378.7K | 0.00% | −4,864−31.9% | Reduced |
| Reston Wealth Management LLC | 10,511 | $382.8K | 0.12% | 00.0% | Unchanged |
| Banco Santander, S.A. | 10,652 | $387.9K | 0.00% | +10,652 | New |
| IFP Advisors, Inc | 10,670 | $388.6K | 0.01% | −1,843−14.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,829 | $394.4K | 0.00% | −50.0% | Reduced |
| V2 Financial group LLC | 11,252 | $409.8K | 0.19% | +10+0.1% | Added |
| RHS Financial, LLC | 11,423 | $416.0K | 0.20% | −406−3.4% | Reduced |
| DnB Asset Management AS | 11,489 | $418.4K | 0.00% | +11,489 | New |
| Utah Retirement Systems | 11,500 | $418.8K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 11,562 | $421.1K | 0.04% | −9,309−44.6% | Reduced |
| Vident Advisory, LLC | 11,575 | $421.6K | 0.00% | +11,575 | New |
| First Eagle Investment Management, LLC | 11,701 | $426.1K | 0.00% | +3,020+34.8% | Added |
| Private Advisor Group, LLC | 12,148 | $442.4K | 0.00% | −7,797−39.1% | Reduced |
| EverSource Wealth Advisors, LLC | 12,434 | $452.9K | 0.01% | +2,592+26.3% | Added |
| Harrell Investment Partners, LLC | 12,613 | $459.4K | 0.11% | +12,613 | New |
| Quadrant Capital Group LLC | 12,725 | $463.4K | 0.01% | −12−0.1% | Reduced |
| Qsemble Capital Management, LP | 12,838 | $467.6K | 0.04% | −23,435−64.6% | Reduced |
| Horizon Investment Services, LLC | 12,958 | $471.9K | 0.16% | −1,189−8.4% | Reduced |
| Atlas Capital Advisors LLC | 12,999 | $473.4K | 0.05% | −617−4.5% | Reduced |
| Tower Research Capital LLC (TRC) | 13,008 | $473.8K | 0.01% | +5,985+85.2% | Added |
| Family Management Corp | 13,192 | $480.5K | 0.06% | +2,216+20.2% | Added |
| Oppenheimer Asset Management Inc. | 13,685 | $498.4K | 0.01% | +816+6.3% | Added |
| Everence Capital Management Inc | 13,957 | $508.0K | 0.03% | −7,053−33.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 14,095 | $513.3K | 0.00% | −2,854−16.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,294 | $520.6K | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 14,775 | $538.1K | 0.09% | −19−0.1% | Reduced |
| Triad Wealth Partners, LLC | 14,853 | $540.9K | 0.04% | +642+4.5% | Added |
| Warren Averett Asset Management, LLC | 14,953 | $544.6K | 0.00% | +1,147+8.3% | Added |
| Sequoia Financial Advisors, LLC | 14,960 | $544.8K | 0.00% | −1,104−6.9% | Reduced |
| RD Lewis Holdings, Inc. | 14,686 | $563.6K | 0.49% | −300−2.0% | Reduced |
| Farther Finance Advisors, LLC | 15,941 | $575.0K | 0.01% | +3,831+31.6% | Added |
| Securian Asset Management, Inc | 15,821 | $576.2K | 0.02% | +158+1.0% | Added |
| AE Wealth Management LLC | 15,951 | $580.9K | 0.00% | +1,369+9.4% | Added |
| Integrated Wealth Concepts LLC | 15,969 | $581.6K | 0.00% | +15,969 | New |
| Jane Street Group, LLC | 16,027 | $583.7K | 0.00% | −115,066−87.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 16,029 | $583.8K | 0.10% | +7,573+89.6% | Added |
| Catalyst Funds Management Pty Ltd | 16,033 | $583.9K | 0.10% | +16,033 | New |
| Laird Norton Trust Company, LLC | 16,042 | $590.2K | 0.01% | +768+5.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,298 | $593.6K | 0.00% | −4,827−22.8% | Reduced |
| Aviva PLC | 16,507 | $601.2K | 0.00% | +281+1.7% | Added |
| denkapparat Operations GmbH | 16,508 | $601.2K | 0.25% | 00.0% | Unchanged |
| Aristeia Capital LLC | 16,789 | $611.5K | 0.01% | +16,789 | New |
| DekaBank Deutsche Girozentrale | 16,635 | $616.0K | 0.00% | 00.0% | Unchanged |