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 |
|---|---|---|---|---|---|
| Linden Thomas Advisory Services, LLC | 6,421 | $233.9K | 0.02% | −167−2.5% | Reduced |
| Umb Bank N A | 6,358 | $231.6K | 0.00% | −138−2.1% | Reduced |
| HBK Sorce Advisory LLC | 7,123 | $230.2K | 0.00% | +69+1.0% | Added |
| North Dakota State Investment Board | 6,286 | $228.9K | 0.01% | −1,307−17.2% | Reduced |
| Vise Technologies, Inc. | 6,112 | $228.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,215 | $226.3K | 0.01% | +6,215 | New |
| Beacon Financial Group | 6,169 | $224.7K | 0.02% | −5,496−47.1% | Reduced |
| Invested Advisors | 6,147 | $223.9K | 0.23% | −98−1.6% | Reduced |
| Walleye Trading LLC | 6,115 | $222.7K | 0.00% | −1,490−19.6% | Reduced |
| BFSG, LLC | 6,037 | $219.9K | 0.02% | +50+0.8% | Added |
| Graham Capital Management, L.P. | 6,019 | $219.2K | 0.01% | +6,019 | New |
| Great Valley Advisor Group, Inc. | 6,014 | $219.0K | 0.00% | −20.0% | Reduced |
| Parallel Advisors, LLC | 6,011 | $218.9K | 0.00% | +1,019+20.4% | Added |
| JFS Wealth Advisors, LLC | 5,923 | $215.7K | 0.01% | −9−0.2% | Reduced |
| Avantax Planning Partners, Inc. | 5,740 | $209.1K | 0.01% | −9,213−61.6% | Reduced |
| Guardian Partners Inc. | 5,731 | $208.7K | 0.02% | +5,731 | New |
| Ameritas Advisory Services, LLC | 5,705 | $207.8K | 0.01% | +254+4.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,644 | $205.6K | 0.00% | +1,516+36.7% | Added |
| GeoWealth Management, LLC | 5,589 | $203.5K | 0.01% | +5,589 | New |
| Stone House Investment Management, LLC | 5,586 | $203.4K | 0.04% | +28+0.5% | Added |
| Custom Index Systems, LLC | 5,579 | $203.2K | 0.09% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 5,546 | $202.0K | 0.02% | +29+0.5% | Added |
| Convergence Financial, LLC | 5,520 | $201.0K | 0.02% | +5,520 | New |
| Harvest Investment Services, LLC | 5,519 | $201.0K | 0.04% | −71−1.3% | Reduced |
| IHT Wealth Management, LLC | 5,512 | $200.7K | 0.00% | −54−1.0% | Reduced |
| Eurizon Capital SGR S.p.A. | 5,285 | $194.9K | 0.00% | +262+5.2% | Added |
| Hantz Financial Services, Inc. | 5,307 | $193.0K | 0.00% | −447−7.8% | Reduced |
| Allworth Financial LP | 5,275 | $192.1K | 0.00% | +296+5.9% | Added |
| STRS Ohio | 5,143 | $187.3K | 0.00% | −8−0.2% | Reduced |
| OP Asset Management Ltd | 4,959 | $180.6K | 0.00% | +4,959 | New |
| New Age Alpha Advisors, LLC | 4,953 | $180.4K | 0.01% | +4,953 | New |
| SRS Capital Advisors, Inc. | 4,447 | $162.0K | 0.00% | −4,573−50.7% | Reduced |
| Camden Capital, LLC | 4,346 | $158.3K | 0.01% | −3,878−47.2% | Reduced |
| Nomura Asset Management Co Ltd | 4,330 | $157.7K | 0.00% | +920+27.0% | Added |
| Simplex Trading, LLC | 4,115 | $149.9K | 0.00% | −12,856−75.8% | Reduced |
| Hartford Financial Management Inc. | 3,754 | $136.7K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,628 | $132.1K | 0.00% | +402+12.5% | Added |
| 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 |
| Whittier Trust Co of Nevada Inc | 3,559 | $129.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,485 | $127.0K | 0.04% | +300+9.4% | Added |
| SBI Securities Co., Ltd. | 3,434 | $125.1K | 0.00% | +276+8.7% | Added |
| Private Wealth Asset Management, LLC | 3,200 | $116.5K | 0.01% | −150−4.5% | Reduced |
| Bryn Mawr Trust Co | 3,050 | $111.1K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 3,018 | $109.9K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,991 | $108.9K | 0.04% | +2,991 | New |
| Ronald Blue Trust, Inc. | 2,881 | $104.9K | 0.00% | −2,003−41.0% | Reduced |
| Quarry LP | 2,820 | $102.7K | 0.02% | +715+34.0% | Added |
| Sound Income Strategies, LLC | 2,735 | $98.6K | 0.00% | −104−3.7% | Reduced |
| MAI Capital Management | 2,456 | $89.4K | 0.00% | +460+23.0% | Added |
| Vision Retirement, LLC | 2,411 | $87.8K | 0.02% | +2,411 | New |
| Quent Capital, LLC | 2,401 | $87.4K | 0.01% | −2,491−50.9% | Reduced |
| CoreCap Advisors, LLC | 2,379 | $86.6K | 0.00% | −932−28.1% | Reduced |
| AdvisorNet Financial, Inc | 2,192 | $79.8K | 0.00% | −77−3.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,176 | $79.3K | 0.01% | −448−17.1% | Reduced |
| Bessemer Group Inc | 2,098 | $77.0K | 0.00% | +700+50.1% | Added |
| Capital Advisors, Ltd. LLC | 1,968 | $72.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,875 | $68.3K | 0.00% | +25+1.4% | Added |
| Fairman Group, LLC | 1,785 | $65.7K | 0.06% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,800 | $65.6K | 0.00% | +1,800 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,765 | $64.3K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 1,582 | $57.6K | 0.00% | −257−14.0% | Reduced |
| 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 |
| HM Payson & Co | 1,393 | $50.7K | 0.00% | +1,326+1,979.1% | Added |
| Richardson Financial Services Inc. | 1,360 | $49.5K | 0.03% | +130+10.6% | Added |
| Vision Financial Markets LLC | 1,275 | $46.4K | 0.05% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,258 | $45.8K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1,232 | $44.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,175 | $42.8K | 0.01% | +387+49.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $41.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,116 | $40.6K | 0.00% | −359−24.3% | Reduced |
| Harbour Investments, Inc. | 1,066 | $38.8K | 0.00% | +915+606.0% | Added |
| Kimelman & Baird, LLC | 1,050 | $38.2K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 1,019 | $37.0K | 0.00% | +1,019 | New |
| Huntington National Bank | 1,014 | $36.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,000 | $36.4K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 978 | $35.6K | 0.02% | +1+0.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $34.6K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 939 | $34.2K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 920 | $34.0K | 0.00% | +9+1.0% | Added |
| Entrust Financial LLC | 916 | $33.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 913 | $33.3K | 0.00% | +189+26.1% | Added |
| Altshuler Shaham Ltd | 880 | $32.0K | 0.00% | +236+36.6% | Added |
| Versant Capital Management, Inc | 871 | $31.7K | 0.00% | +335+62.5% | Added |
| WPG Advisers, LLC | 822 | $29.9K | 0.02% | −78−8.7% | Reduced |
| Manchester Capital Management LLC | 818 | $29.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 812 | $29.6K | 0.00% | +104+14.7% | Added |
| Cassaday & Co Wealth Management LLC | 787 | $28.7K | 0.00% | +787 | New |
| LRI Investments, LLC | 786 | $28.6K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 783 | $28.5K | 0.01% | −266−25.4% | Reduced |
| Caldwell Trust Co | 741 | $27.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $26.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 716 | $26.1K | 0.00% | +716 | New |
| Bogart Wealth, LLC | 715 | $26.0K | 0.00% | +41+6.1% | Added |
| Private Trust Co NA | 699 | $25.5K | 0.00% | −172−19.7% | Reduced |
| Elevated Capital Advisors, LLC | 660 | $24.0K | 0.01% | −9,446−93.5% | Reduced |
| Alerus Financial NA | 645 | $23.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 642 | $23.4K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $22.9K | 0.01% | 00.0% | Unchanged |