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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, Q3 2026

Institutional positions in Ugi Corp as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
5
0 vs. Q2 2026
Shares held
9.16K
+5.51K (+151.5%) vs. Q2 2026
Total value
$326.5K
+$200.9K (+159.9%) vs. Q2 2026
New holders
1
2 more added
Sold out
1
1 more reduced

620 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 498 institutionsQ2 2021: 502 institutionsQ3 2021: 512 institutionsQ4 2021: 564 institutionsQ1 2022: 537 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 486 institutionsQ3 2023: 444 institutionsQ4 2023: 444 institutionsQ1 2024: 446 institutionsQ2 2024: 464 institutionsQ3 2024: 476 institutionsQ4 2024: 510 institutionsQ1 2025: 565 institutionsQ2 2025: 594 institutionsQ3 2025: 569 institutionsQ4 2025: 613 institutionsQ1 2026: 597 institutionsQ2 2026: 625 institutions
Value held
Q1 2021: $6.78BQ2 2021: $7.88BQ3 2021: $7.21BQ4 2021: $7.76BQ1 2022: $6.31BQ2 2022: $6.65BQ3 2022: $5.57BQ4 2022: $6.54BQ1 2023: $6.04BQ2 2023: $4.66BQ3 2023: $3.95BQ4 2023: $4.24BQ1 2024: $4.26BQ2 2024: $4.19BQ3 2024: $4.55BQ4 2024: $5.59BQ1 2025: $6.44BQ2 2025: $7.16BQ3 2025: $6.53BQ4 2025: $7.46BQ1 2026: $7.07BQ2 2026: $7.02B
Institutions holding UGI and their total value by quarter
QuarterHoldersValue
Q2 2026625$7.02B
Q1 2026597$7.07B
Q4 2025613$7.46B
Q3 2025569$6.53B
Q2 2025594$7.16B
Q1 2025565$6.44B
Q4 2024510$5.59B
Q3 2024476$4.55B
Q2 2024464$4.19B
Q1 2024446$4.26B
Q4 2023444$4.24B
Q3 2023444$3.95B
Q2 2023486$4.66B
Q1 2023525$6.04B
Q4 2022540$6.54B
Q3 2022510$5.57B
Q2 2022532$6.65B
Q1 2022537$6.31B
Q4 2021564$7.76B
Q3 2021512$7.21B
Q2 2021502$7.88B
Q1 2021498$6.78B

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q2 2026.

Institutions holding UGI in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
IFG Advisory, LLC––––Not filed
HB Wealth Management, LLC––––Not filed
Laird Norton Trust Company, LLC––––Not filed
Jane Street Group, LLC––––Not filed
AE Wealth Management LLC––––Not filed
Harrell Investment Partners, LLC––––Not filed
Asset Management One Co.,Ltd.––––Not filed
Fieldview Capital Management, LLC––––Not filed
Winton Group Ltd––––Not filed
RD Lewis Holdings, Inc.––––Not filed
Vise Technologies, Inc.––––Not filed
Alpha Omega Wealth Management LLC––––Not filed
Brighton Jones LLC––––Not filed
Swiss Life Asset Management Ltd––––Not filed
Carnegie Capital Asset Management, LLC––––Not filed
Aigen Investment Management, LP––––Not filed
Everence Capital Management Inc––––Not filed
US Bancorp––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
AlphaGrep UK Ltd––––Not filed
Private Advisor Group, LLC––––Not filed
Chicago Partners Investment Group LLC––––Not filed
Oppenheimer Asset Management Inc.––––Not filed
Rydar Equities, Inc.––––Not filed
Quadrant Capital Group LLC––––Not filed
Freestone Grove Partners LP––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Investment Research Partners LLC––––Not filed
CWM Advisors, LLC––––Not filed
Gallagher Fiduciary Advisors, LLC––––Not filed
Teacher Retirement System of Texas––––Not filed
Utah Retirement Systems––––Not filed
DnB Asset Management AS––––Not filed
Inceptionr LLC––––Not filed
First Eagle Investment Management, LLC––––Not filed
Panagora Asset Management Inc––––Not filed
Mma Asset Management LLC––––Not filed
V2 Financial group LLC––––Not filed
Clark Financial Services Group Inc––––Not filed
Vident Advisory, LLC––––Not filed
Intech Investment Management LLC––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
MAI Capital Management––––Not filed
Angeles Wealth Management, LLC––––Not filed
Benjamin Edwards Inc––––Not filed
XTX Topco Ltd––––Not filed
Prelude Capital Management, LLC––––Not filed
QRG Capital Management, Inc.––––Not filed
Howland Capital Management LLC––––Not filed
Maryland State Retirement & Pension System––––Not filed
Pallas Capital Advisors LLC––––Not filed
D.A. Davidson & Co.––––Not filed
Needham Investment Management LLC––––Not filed
Banco Santander, S.A.––––Not filed
Corundum Trust Company, INC––––Not filed
Annis Gardner Whiting Capital Advisors, LLC––––Not filed
GAMMA Investing LLC––––Not filed
Boothbay Fund Management, LLC––––Not filed
Sym Financial Corp––––Not filed
Axxcess Wealth Management, LLC––––Not filed
Fulton Bank, N.A.––––Not filed
Leuthold Group, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
United Capital Financial Advisers, LLC––––Not filed
Arkadios Wealth Advisors––––Not filed
Atomi Financial Group, Inc.––––Not filed
Meeder Advisory Services, Inc.––––Not filed
Compass Financial Management LLC––––Not filed
CFS Investment Advisory Services, LLC––––Not filed
RHS Financial, LLC––––Not filed
Buckingham Strategic Partners––––Not filed
Permanent Capital Management, LP––––Not filed
Parcion Private Wealth LLC––––Not filed
BKD Wealth Advisors, LLC––––Not filed
iA Global Asset Management Inc.––––Not filed
ProShare Advisors LLC––––Not filed
Ballentine Partners, LLC––––Not filed
Connable Office Inc––––Not filed
Perigon Wealth Management, LLC––––Not filed
Chesley Taft & Associates LLC––––Not filed
Ellis Investment Partners, LLC––––Not filed
Reston Wealth Management LLC––––Not filed
Fifth Third Wealth Advisors LLC––––Not filed
Sagewood Asset Management LP––––Not filed
IFP Advisors, Inc––––Not filed
GeoWealth Management, LLC––––Not filed
Rockefeller Capital Management L.P.––––Not filed
Hamel Associates, Inc.––––Not filed
Belpointe Asset Management LLC––––Not filed
HBK Sorce Advisory LLC––––Not filed
Krilogy Financial LLC––––Not filed
Crestwood Advisors Group LLC––––Not filed
Signaturefd, LLC––––Not filed
Centiva Capital, LP––––Not filed
Shelton Capital Management––––Not filed
Evergreen Capital Management LLC––––Not filed
ISAM Funds (UK) Ltd––––Not filed
Bull Harbor Capital LLC––––Not filed