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 |
|---|---|---|---|---|---|
| Aviva PLC | 16,507 | $601.2K | 0.00% | +281+1.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 16,298 | $593.6K | 0.00% | −4,827−22.8% | Reduced |
| Laird Norton Trust Company, LLC | 16,042 | $590.2K | 0.01% | +768+5.0% | Added |
| Catalyst Funds Management Pty Ltd | 16,033 | $583.9K | 0.10% | +16,033 | New |
| Dynamic Technology Lab Private Ltd | 16,029 | $583.8K | 0.10% | +7,573+89.6% | Added |
| Jane Street Group, LLC | 16,027 | $583.7K | 0.00% | −115,066−87.8% | Reduced |
| Integrated Wealth Concepts LLC | 15,969 | $581.6K | 0.00% | +15,969 | New |
| AE Wealth Management LLC | 15,951 | $580.9K | 0.00% | +1,369+9.4% | Added |
| Securian Asset Management, Inc | 15,821 | $576.2K | 0.02% | +158+1.0% | Added |
| Farther Finance Advisors, LLC | 15,941 | $575.0K | 0.01% | +3,831+31.6% | Added |
| RD Lewis Holdings, Inc. | 14,686 | $563.6K | 0.49% | −300−2.0% | Reduced |
| Sequoia Financial Advisors, LLC | 14,960 | $544.8K | 0.00% | −1,104−6.9% | Reduced |
| Warren Averett Asset Management, LLC | 14,953 | $544.6K | 0.00% | +1,147+8.3% | Added |
| Triad Wealth Partners, LLC | 14,853 | $540.9K | 0.04% | +642+4.5% | Added |
| Alpha Omega Wealth Management LLC | 14,775 | $538.1K | 0.09% | −19−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,294 | $520.6K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 14,095 | $513.3K | 0.00% | −2,854−16.8% | Reduced |
| Everence Capital Management Inc | 13,957 | $508.0K | 0.03% | −7,053−33.6% | Reduced |
| Oppenheimer Asset Management Inc. | 13,685 | $498.4K | 0.01% | +816+6.3% | Added |
| Family Management Corp | 13,192 | $480.5K | 0.06% | +2,216+20.2% | Added |
| Tower Research Capital LLC (TRC) | 13,008 | $473.8K | 0.01% | +5,985+85.2% | Added |
| Atlas Capital Advisors LLC | 12,999 | $473.4K | 0.05% | −617−4.5% | Reduced |
| Horizon Investment Services, LLC | 12,958 | $471.9K | 0.16% | −1,189−8.4% | Reduced |
| Qsemble Capital Management, LP | 12,838 | $467.6K | 0.04% | −23,435−64.6% | Reduced |
| Quadrant Capital Group LLC | 12,725 | $463.4K | 0.01% | −12−0.1% | Reduced |
| Harrell Investment Partners, LLC | 12,613 | $459.4K | 0.11% | +12,613 | New |
| EverSource Wealth Advisors, LLC | 12,434 | $452.9K | 0.01% | +2,592+26.3% | Added |
| Private Advisor Group, LLC | 12,148 | $442.4K | 0.00% | −7,797−39.1% | Reduced |
| First Eagle Investment Management, LLC | 11,701 | $426.1K | 0.00% | +3,020+34.8% | Added |
| Vident Advisory, LLC | 11,575 | $421.6K | 0.00% | +11,575 | New |
| Mirabella Financial Services LLP | 11,562 | $421.1K | 0.04% | −9,309−44.6% | Reduced |
| Utah Retirement Systems | 11,500 | $418.8K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 11,489 | $418.4K | 0.00% | +11,489 | New |
| RHS Financial, LLC | 11,423 | $416.0K | 0.20% | −406−3.4% | Reduced |
| V2 Financial group LLC | 11,252 | $409.8K | 0.19% | +10+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 10,829 | $394.4K | 0.00% | −50.0% | Reduced |
| IFP Advisors, Inc | 10,670 | $388.6K | 0.01% | −1,843−14.7% | Reduced |
| Banco Santander, S.A. | 10,652 | $387.9K | 0.00% | +10,652 | New |
| Reston Wealth Management LLC | 10,511 | $382.8K | 0.12% | 00.0% | Unchanged |
| Zacks Investment Management | 10,398 | $378.7K | 0.00% | −4,864−31.9% | Reduced |
| BKD Wealth Advisors, LLC | 10,358 | $377.2K | 0.01% | +212+2.1% | Added |
| CWM Advisors, LLC | 10,176 | $370.6K | 0.02% | +10,054+8,241.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 10,145 | $369.5K | 0.01% | −2,409−19.2% | Reduced |
| Howland Capital Management LLC | 10,000 | $367.9K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,047 | $365.9K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 10,047 | $365.9K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,038 | $365.6K | 0.00% | −44,444−81.6% | Reduced |
| Needham Investment Management LLC | 10,000 | $364.2K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 9,981 | $363.5K | 0.00% | −2,011−16.8% | Reduced |
| Golden State Equity Partners | 9,959 | $362.7K | 0.03% | +9,959 | New |
| GAMMA Investing LLC | 9,818 | $357.6K | 0.02% | +694+7.6% | Added |
| Corundum Trust Company, INC | 9,773 | $355.9K | 0.81% | +9,773 | New |
| Trexquant Investment LP | 9,522 | $346.8K | 0.00% | −207,772−95.6% | Reduced |
| Investment Research Partners LLC | 9,507 | $346.2K | 0.14% | −119−1.2% | Reduced |
| Clark Financial Services Group Inc | 9,392 | $342.1K | 0.19% | +9,392 | New |
| Leuthold Group, LLC | 9,276 | $337.8K | 0.04% | −277−2.9% | Reduced |
| Mma Asset Management LLC | 9,211 | $335.5K | 0.12% | −256−2.7% | Reduced |
| We Are One Seven, LLC | 9,184 | $334.5K | 0.01% | +2,851+45.0% | Added |
| United Capital Financial Advisers, LLC | 9,153 | $333.4K | 0.00% | −801−8.0% | Reduced |
| Meeder Advisory Services, Inc. | 9,100 | $331.4K | 0.01% | −450−4.7% | Reduced |
| QRG Capital Management, Inc. | 8,827 | $321.5K | 0.00% | +8,827 | New |
| CFS Investment Advisory Services, LLC | 8,693 | $319.7K | 0.02% | −13−0.1% | Reduced |
| HB Wealth Management, LLC | 8,757 | $318.9K | 0.00% | +1,083+14.1% | Added |
| ProShare Advisors LLC | 8,608 | $313.5K | 0.00% | −979,817−99.1% | Reduced |
| Chesley Taft & Associates LLC | 8,280 | $301.6K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 8,000 | $291.4K | 0.06% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,848 | $285.8K | 0.01% | −221−2.7% | Reduced |
| Connable Office Inc | 7,833 | $285.3K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 7,776 | $283.2K | 0.00% | +1,430+22.5% | Added |
| Ellis Investment Partners, LLC | 7,743 | $282.0K | 0.05% | +1,067+16.0% | Added |
| Fifth Third Wealth Advisors LLC | 7,733 | $281.6K | 0.01% | +303+4.1% | Added |
| Arkadios Wealth Advisors | 7,731 | $281.6K | 0.00% | +7,731 | New |
| Belpointe Asset Management LLC | 7,541 | $274.6K | 0.01% | −2,071−21.5% | Reduced |
| Evergreen Capital Management LLC | 7,437 | $272.1K | 0.01% | +639+9.4% | Added |
| Lido Advisors, LLC | 7,340 | $269.9K | 0.00% | +7,340 | New |
| Rockefeller Capital Management L.P. | 7,409 | $269.9K | 0.00% | −925−11.1% | Reduced |
| Accurate Wealth Management, LLC | 6,948 | $263.6K | 0.03% | −3,290−32.1% | Reduced |
| Sterling Capital Management LLC | 7,214 | $262.7K | 0.00% | −13,964−65.9% | Reduced |
| Shelton Capital Management | 7,208 | $262.5K | 0.01% | +7,208 | New |
| Beirne Wealth Consulting Services, LLC | 7,024 | $258.4K | 0.07% | 00.0% | Unchanged |
| Winton Group Ltd | 7,071 | $257.5K | 0.01% | +7,071 | New |
| CFO4Life Group, LLC | 7,046 | $256.6K | 0.04% | −604−7.9% | Reduced |
| Ballentine Partners, LLC | 7,036 | $256.3K | 0.00% | −191−2.6% | Reduced |
| Sym Financial Corp | 7,016 | $255.5K | 0.03% | −24−0.3% | Reduced |
| Haverford Trust Co | 7,010 | $255.3K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 6,966 | $253.7K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 6,948 | $253.0K | 0.00% | +425+6.5% | Added |
| Signaturefd, LLC | 6,863 | $250.0K | 0.00% | +5+0.1% | Added |
| Entropy Technologies, LP | 6,839 | $249.1K | 0.01% | −65,513−90.5% | Reduced |
| Partnership Wealth Management, LLC | 6,750 | $245.8K | 0.19% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 6,735 | $245.3K | 0.01% | +1,246+22.7% | Added |
| EntryPoint Capital, LLC | 6,677 | $243.2K | 0.07% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,610 | $240.7K | 0.08% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,560 | $240.7K | 0.01% | −154−2.3% | Reduced |
| Truist Financial Corp | 6,588 | $239.9K | 0.00% | −3,172−32.5% | Reduced |
| Sigma Planning Corp | 6,548 | $238.6K | 0.01% | +714+12.2% | Added |
| Davenport & Co LLC | 6,519 | $237.4K | 0.00% | −698−9.7% | Reduced |
| CIBC Asset Management Inc | 6,477 | $235.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 6,440 | $235.0K | 0.01% | −39,446−86.0% | Reduced |
| PFG Investments, LLC | 6,449 | $234.9K | 0.01% | −2,313−26.4% | Reduced |