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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 625 | $22.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $21.8K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 595 | $21.7K | 0.01% | −1,480−71.3% | Reduced |
| True Wealth Design, LLC | 561 | $20.4K | 0.01% | +87+18.4% | Added |
| Covestor Ltd | 549 | $20.0K | 0.01% | −180−24.7% | Reduced |
| Fortis Group Advisors, LLC | 515 | $18.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 487 | $17.7K | 0.02% | −261−34.9% | Reduced |
| Rossby Financial, LCC | 465 | $16.8K | 0.00% | +86+22.7% | Added |
| International Assets Investment Management, LLC | 458 | $16.5K | 0.00% | +154+50.7% | Added |
| Parkside Financial Bank & Trust | 402 | $14.6K | 0.00% | +47+13.2% | Added |
| Owl Creek Wealth Partners LLC | 385 | $14.0K | 0.00% | +385 | New |
| FNY Investment Advisers, LLC | 400 | $14.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 380 | $13.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 367 | $13.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 365 | $13.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 351 | $12.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 340 | $12.4K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 326 | $11.9K | 0.00% | +133+68.9% | Added |
| Estabrook Capital Management | 322 | $11.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 317 | $11.7K | 0.00% | +3+1.0% | Added |
| Innovative Asset Advisors Group, LLC | 296 | $10.9K | 0.01% | +296 | New |
| JNBA Financial Advisors | 294 | $10.7K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 254 | $9.26K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 252 | $9.18K | 0.00% | +230+1,045.5% | Added |
| Highline Wealth Partners LLC | 229 | $8.34K | 0.00% | +199+663.3% | Added |
| Ogorek Anthony Joseph | 244 | $8.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 215 | $7.83K | 0.00% | −342−61.4% | Reduced |
| Community Financial Services Group, LLC | 216 | $7.79K | 0.00% | +216 | New |
| Triumph Capital Management | 203 | $7.47K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 199 | $7.25K | 0.00% | +199 | New |
| Farmers & Merchants Investments Inc | 195 | $7.10K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 190 | $6.92K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 171 | $6.23K | 0.00% | +55+47.4% | Added |
| Prestige Wealth Management Group LLC | 168 | $6.18K | 0.00% | +5+3.1% | Added |
| Wall Street Financial Group, Inc. | 166 | $6.05K | 0.00% | +166 | New |
| Bartlett & Co. Wealth Management LLC | 167 | $5.83K | 0.00% | +4+2.5% | Added |
| Bell Investment Advisors, Inc | 141 | $5.14K | 0.00% | +17+13.7% | Added |
| Fortitude Family Office, LLC | 137 | $4.99K | 0.00% | +90+191.5% | Added |
| Ares Financial Consulting, LLC | 137 | $4.94K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 131 | $4.77K | 0.00% | +67+104.7% | Added |
| Paladin Partners, LLC | 130 | $4.74K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 127 | $4.62K | 0.00% | +41+47.7% | Added |
| Assetmark, Inc | 118 | $4.30K | 0.00% | −46−28.0% | Reduced |
| Cedar Mountain Advisors, LLC | 116 | $4.22K | 0.00% | +116 | New |
| J.Safra Asset Management Corp | 110 | $4.01K | 0.00% | +49+80.3% | Added |
| West Financial Advisors, LLC | 104 | $3.80K | 0.00% | +1+1.0% | Added |
| Signature Resources Capital Management, LLC | 103 | $3.76K | 0.00% | +103 | New |
| McIlrath & Eck, LLC | 100 | $3.64K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 97 | $3.53K | 0.00% | 00.0% | Unchanged |
| Bayban | 83 | $3.02K | 0.00% | +83 | New |
| Clearstead Advisors, LLC | 75 | $2.73K | 0.00% | −818−91.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 68 | $2.46K | 0.00% | +46+209.1% | Added |
| Bruce G. Allen Investments, LLC | 57 | $2.08K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 44 | $2.00K | 0.00% | −30−40.5% | Reduced |
| IMA Wealth, Inc. | 54 | $1.99K | 0.00% | −61−53.0% | Reduced |
| WealthCollab, LLC | 54 | $1.97K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 51 | $1.86K | 0.00% | +51 | 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 |
| ZRC Wealth Management, LLC | 49 | $1.78K | 0.00% | +49 | New |
| Kilter Group LLC | 48 | $1.75K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 46 | $1.68K | 0.00% | +5+12.2% | Added |
| UMA Financial Services, Inc. | 45 | $1.64K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 44 | $1.60K | 0.00% | −968−95.7% | Reduced |
| Team Financial Group, LLC | 43 | $1.56K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 39 | $1.42K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 36 | $1.31K | 0.00% | +36 | New |
| SJS Investment Consulting Inc. | 32 | $1.17K | 0.00% | +12+60.0% | Added |
| DiNuzzo Private Wealth, Inc. | 31 | $1.13K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $1.10K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 30 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 29 | $1.07K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 28 | $1.02K | 0.00% | +28 | New |
| Bay Harbor Wealth Management, LLC | 25 | $918 | 0.00% | +11+78.6% | Added |
| Dunhill Financial, LLC | 22 | $802 | 0.00% | +18+450.0% | Added |
| Hughes Financial Services, LLC | 21 | $765 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 19 | $691 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 18 | $655 | 0.00% | +17+1,700.0% | Added |
| TD Private Client Wealth LLC | 15 | $546 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 13 | $477 | 0.00% | −1,730−99.3% | Reduced |
| MV Capital Management, Inc. | 13 | $474 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $473 | 0.00% | +3+30.0% | Added |
| Grove Bank & Trust | 13 | $473 | 0.00% | +13 | New |
| Beaird Harris Wealth Management, LLC | 12 | $438 | 0.00% | −2,250−99.5% | Reduced |
| Vermillion Wealth Management, Inc. | 12 | $437 | 0.00% | +12 | New |
| Rakuten Securities, Inc. | 11 | $401 | 0.00% | −15−57.7% | Reduced |
| Rialto Wealth Management, LLC | 11 | $401 | 0.00% | +1+10.0% | Added |
| Quaker Wealth Management, LLC | 10 | $365 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8 | $291 | 0.00% | −2,464−99.7% | Reduced |
| Atlantic Union Bankshares Corp | 8 | $291 | 0.00% | +8 | New |
| Financial Consulate, Inc | 5 | $183 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 5 | $182 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 4 | $146 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $110 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $109 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 2 | $73 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,732,942−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −431,818−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −319,000−100.0% | Sold out |