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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
Caitlin John, LLC––––Not filed
Harbour Investments, Inc.––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
WPG Advisers, LLC––––Not filed
Los Angeles Capital Management LLC––––Not filed
Altshuler Shaham Ltd––––Not filed
Entrust Financial LLC––––Not filed
LRI Investments, LLC––––Not filed
Golden State Wealth Management, LLC––––Not filed
Manchester Capital Management LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Caldwell Trust Co––––Not filed
Parkside Financial Bank & Trust––––Not filed
Heritage Wealth Advisors––––Not filed
Private Trust Co NA––––Not filed
Bogart Wealth, LLC––––Not filed
Alerus Financial NA––––Not filed
Asset Dedication, LLC––––Not filed
Alpine Bank Wealth Management––––Not filed
Morton Brown Family Wealth, LLC––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Whittier Trust Co––––Not filed
United Community Bank––––Not filed
William B. Walkup & Associates, Inc.––––Not filed
Fortis Group Advisors, LLC––––Not filed
Mather Group, LLC.––––Not filed
Elevated Capital Advisors, LLC––––Not filed
Covestor Ltd––––Not filed
Atlantic Trust, LLC––––Not filed
Assetmark, Inc––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
MCF Advisors LLC––––Not filed
FNY Investment Advisers, LLC––––Not filed
Private Wealth Management Group, LLC––––Not filed
North Star Investment Management Corp.––––Not filed
CoreCap Advisors, LLC––––Not filed
Financial Management Professionals, Inc.––––Not filed
Estabrook Capital Management––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
JNBA Financial Advisors––––Not filed
Whittier Trust Co of Nevada Inc––––Not filed
Steigerwald, Gordon & Koch Inc.––––Not filed
Nemes Rush Group LLC––––Not filed
CVA Family Office, LLC––––Not filed
Ogorek Anthony Joseph––––Not filed
ZRC Wealth Management, LLC––––Not filed
Community Financial Services Group, LLC––––Not filed
Triumph Capital Management––––Not filed
Farmers & Merchants Investments Inc––––Not filed
Anchor Investment Management, LLC––––Not filed
Rossby Financial, LCC––––Not filed
Prestige Wealth Management Group LLC––––Not filed
Action Point Financial Planning, LLC––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
Wealth Enhancement Trust Services, Inc.––––Not filed
Bell Investment Advisors, Inc––––Not filed
Ares Financial Consulting, LLC––––Not filed
Highline Wealth Partners LLC––––Not filed
Paladin Partners, LLC––––Not filed
Addison Advisors LLC––––Not filed
Cedar Mountain Advisors, LLC––––Not filed
J.Safra Asset Management Corp––––Not filed
West Financial Advisors, LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
Armstrong Advisory Group, Inc––––Not filed
GW&K Investment Management, LLC––––Not filed
Bayban––––Not filed
IMA Wealth, Inc.––––Not filed
HM Payson & Co––––Not filed
Brown, Lisle/Cummings, Inc.––––Not filed
Signature Equity Partners, LLC––––Not filed
Bruce G. Allen Investments, LLC––––Not filed
Rialto Wealth Management, LLC––––Not filed
Sachetta, LLC––––Not filed
Raffa Wealth Management, LLC––––Not filed
Kilter Group LLC––––Not filed
Buck Wealth Strategies, LLC––––Not filed
Cromwell Holdings LLC––––Not filed
South State Corp.––––Not filed
UMA Financial Services, Inc.––––Not filed
Spire Wealth Management––––Not filed
Strive Financial Group ,LLC––––Not filed
Creative Capital Management Investments LLC––––Not filed
NBT Bank N A––––Not filed
DiNuzzo Private Wealth, Inc.––––Not filed
Hughes Financial Services, LLC––––Not filed
Archer Investment Corp––––Not filed
Bay Harbor Wealth Management, LLC––––Not filed
Whipplewood Advisors, LLC––––Not filed
JPL Wealth Management, LLC––––Not filed
SHP Wealth Management––––Not filed
Quarry LP––––Not filed
Rakuten Securities, Inc.––––Not filed
Tounjian Advisory Partners, LLC––––Not filed
HFM Investment Advisors, LLC––––Not filed
Dunhill Financial, LLC––––Not filed
Ameriflex Group, Inc.––––Not filed
WealthCollab, LLC––––Not filed