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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
Citizens Financial Group Inc––––Not filed
Red Door Wealth Management, LLC––––Not filed
Haverford Trust Co––––Not filed
Prosperity Consulting Group, LLC––––Not filed
NorthCrest Asset Manangement, LLC––––Not filed
CFO4Life Group, LLC––––Not filed
Blair William & Co––––Not filed
RMB Capital Management, LLC––––Not filed
Partnership Wealth Management, LLC––––Not filed
Concurrent Investment Advisors, LLC––––Not filed
Accurate Wealth Management, LLC––––Not filed
STRS Ohio––––Not filed
Beirne Wealth Consulting Services, LLC––––Not filed
EntryPoint Capital, LLC––––Not filed
Smartleaf Asset Management LLC––––Not filed
Jeppson Wealth Management, LLC––––Not filed
Linden Thomas Advisory Services, LLC––––Not filed
Umb Bank N A––––Not filed
Davenport & Co LLC––––Not filed
CIBC Asset Management Inc––––Not filed
BFSG, LLC––––Not filed
Sterling Capital Management LLC––––Not filed
PFG Investments, LLC––––Not filed
Allworth Financial LP––––Not filed
Zacks Investment Management––––Not filed
North Dakota State Investment Board––––Not filed
Savant Capital, LLC––––Not filed
Harvest Fund Management Co., Ltd––––Not filed
Sigma Planning Corp––––Not filed
Invested Advisors––––Not filed
Nykredit A/S––––Not filed
AlphaCore Capital LLC––––Not filed
OP Asset Management Ltd––––Not filed
Optas, LLC––––Not filed
Great Valley Advisor Group, Inc.––––Not filed
Stone House Investment Management, LLC––––Not filed
Avail Investment Partners, LLC––––Not filed
JFS Wealth Advisors, LLC––––Not filed
Quartz Partners, LLC––––Not filed
Guardian Partners Inc.––––Not filed
Hazlett, Burt & Watson, Inc.––––Not filed
Hantz Financial Services, Inc.––––Not filed
Eurizon Capital SGR S.p.A.––––Not filed
New Age Alpha Advisors, LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Measured Wealth Private Client Group, LLC––––Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.––––Not filed
Camden Capital, LLC––––Not filed
Essential Partners LLC––––Not filed
Custom Index Systems, LLC––––Not filed
Cullen/Frost Bankers, Inc.––––Not filed
Hartford Financial Management Inc.––––Not filed
St Germain D J Co Inc––––Not filed
SBI Securities Co., Ltd.––––Not filed
Larson Financial Group LLC––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Private Wealth Asset Management, LLC––––Not filed
Bryn Mawr Trust Co––––Not filed
Security National Bank––––Not filed
Sittner & Nelson, LLC––––Not filed
Quent Capital, LLC––––Not filed
Bayforest Capital Ltd––––Not filed
Vision Retirement, LLC––––Not filed
Employees Retirement System of Texas––––Not filed
Bessemer Group Inc––––Not filed
AdvisorNet Financial, Inc––––Not filed
Aquatic Capital Management LLC––––Not filed
Nomura Asset Management Co Ltd––––Not filed
Persistent Asset Partners Ltd––––Not filed
State of Wyoming––––Not filed
Thompson Investment Management, Inc.––––Not filed
Capital Advisors, Ltd. LLC––––Not filed
Fairman Group, LLC––––Not filed
Beacon Investment Advisory Services, Inc.––––Not filed
Atlantic Edge Private Wealth Management, LLC––––Not filed
Massmutual Trust Co FSB––––Not filed
Atlas Capital Advisors LLC––––Not filed
Central Trust Co––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Duncker Streett & Co Inc––––Not filed
Colonial Trust Co––––Not filed
Quintet Private Bank (Europe) S.A.––––Not filed
Group One Trading, L.P.––––Not filed
Richardson Financial Services Inc.––––Not filed
True Wealth Design, LLC––––Not filed
Graticule Asia Macro Advisors LLC––––Not filed
Vision Financial Markets LLC––––Not filed
First Horizon Corp––––Not filed
Bare Financial Services, Inc––––Not filed
Aberdeen Wealth Management LLC––––Not filed
Deseret Mutual Benefit Administrators––––Not filed
Clearstead Advisors, LLC––––Not filed
Loring Wolcott & Coolidge Fiduciary Advisors LLP––––Not filed
Continuum Advisory, LLC––––Not filed
Kimelman & Baird, LLC––––Not filed
Flagship Wealth Advisors, LLC––––Not filed
Huntington National Bank––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Princeton Global Asset Management LLC––––Not filed
SJS Investment Consulting Inc.––––Not filed