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Livermore
Livermore
ZHEN

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, Q2 2026

Institutional positions in Ugi Corp as of Jun 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

Institutional holders
625
+33 vs. Q1 2026
Shares held
203.2M
+9.21M (+4.7%) vs. Q1 2026
Total value
$7.02B
−$47.1M (−0.7%) vs. Q1 2026
New holders
99
253 more added
Sold out
66
170 more reduced

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 625 institutions
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 heldQ2 2026: $7.02B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2026.

Institutions holding UGI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth14$00.00%+14New
Evolution Advisers, Inc.3$00.00%+3New
Navigoe, LLC7$00.00%+7New
Signature Resources Capital Management, LLC0$100.00%−103−100.0%Reduced
Raleigh Capital Management Inc.1$290.00%00.0%Unchanged
Activest Wealth Management1$350.00%+1New
Transamerica Financial Advisors, Inc.2$690.00%−16−88.9%Reduced
Neo Ivy Capital Management2$690.00%+2New
ROSS\JOHNSON & Associates LLC2$690.00%+2New
Maryland Capital Advisors Inc.2$700.00%+2New
Halbert Hargrove Global Advisors, LLC4$1270.00%+4New
Hilton Head Capital Partners, LLC4$1380.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$1380.00%+2+100.0%Added
DecisionPoint Financial, LLC4$1380.00%+4New
Creative Financial Designs Inc5$1730.00%00.0%Unchanged
American Capital Advisory, LLC7$2420.00%+4+133.3%Added
Decker Retirement Planning Inc.8$2620.00%+8New
Mosley Wealth Management8$2760.00%+8New
Quaker Wealth Management, LLC10$3460.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd11$3800.00%+11New
Beaird Harris Wealth Management, LLC12$4150.00%00.0%Unchanged
MV Capital Management, Inc.13$4500.00%00.0%Unchanged
Torren Management, LLC13$4520.00%00.0%Unchanged
Cornerstone Financial Management LLC14$4840.00%+14New
Elequin Capital LP15$5180.00%−200−93.0%Reduced
TD Private Client Wealth LLC15$5180.00%00.0%Unchanged
WealthCollab, LLC15$5190.00%−39−72.2%Reduced
Ameriflex Group, Inc.16$5530.00%+16New
Dunhill Financial, LLC18$6210.00%−4−18.2%Reduced
HFM Investment Advisors, LLC20$6910.00%+7+53.8%Added
Tounjian Advisory Partners, LLC20$7010.00%+20New
Rakuten Securities, Inc.21$7250.00%+10+90.9%Added
Quarry LP23$7940.00%−2,797−99.2%Reduced
SHP Wealth Management24$8290.00%+5+26.3%Added
JPL Wealth Management, LLC26$8990.00%+26New
Whipplewood Advisors, LLC28$9670.00%00.0%Unchanged
Coastline Trust Co30$1.04K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC30$1.05K0.00%+5+20.0%Added
Archer Investment Corp31$1.06K0.00%+1+3.3%Added
DiNuzzo Private Wealth, Inc.31$1.07K0.00%00.0%Unchanged
Hughes Financial Services, LLC31$1.07K0.00%+10+47.6%Added
NBT Bank N A36$1.24K0.00%00.0%Unchanged
Creative Capital Management Investments LLC41$1.42K0.00%+41New
Strive Financial Group ,LLC44$1.52K0.00%00.0%Unchanged
Spire Wealth Management44$1.52K0.00%00.0%Unchanged
South State Corp.45$1.55K0.00%−5−10.0%Reduced
UMA Financial Services, Inc.45$1.55K0.00%00.0%Unchanged
Cromwell Holdings LLC45$1.57K0.00%+16+55.2%Added
Buck Wealth Strategies, LLC47$1.62K0.00%+47New
Kilter Group LLC48$1.66K0.00%00.0%Unchanged
GoalVest Advisory LLC48$1.66K0.00%+48New
Raffa Wealth Management, LLC49$1.69K0.00%−1−2.0%Reduced
Sachetta, LLC50$1.73K0.00%−81−61.8%Reduced
Bruce G. Allen Investments, LLC57$1.97K0.00%00.0%Unchanged
Rialto Wealth Management, LLC57$1.97K0.00%+46+418.2%Added
Signature Equity Partners, LLC58$2.00K0.00%+12+26.1%Added
Brown, Lisle/Cummings, Inc.63$2.16K0.00%−5−7.4%Reduced
HM Payson & Co67$2.31K0.00%−1,326−95.2%Reduced
IMA Wealth, Inc.80$2.79K0.00%+26+48.1%Added
Bayban83$2.87K0.00%00.0%Unchanged
GW&K Investment Management, LLC88$3.00K0.00%+88New
Armstrong Advisory Group, Inc98$3.39K0.00%+1+1.0%Added
Fortitude Family Office, LLC105$3.63K0.00%−32−23.4%Reduced
West Financial Advisors, LLC105$3.64K0.00%+1+1.0%Added
J.Safra Asset Management Corp110$3.80K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC116$4.01K0.00%00.0%Unchanged
Addison Advisors LLC120$4.14K0.00%−206−63.2%Reduced
Paladin Partners, LLC130$4.49K0.00%00.0%Unchanged
Highline Wealth Partners LLC134$4.63K0.00%−95−41.5%Reduced
Ares Financial Consulting, LLC137$4.73K0.00%00.0%Unchanged
Bell Investment Advisors, Inc140$4.84K0.00%−1−0.7%Reduced
Wealth Enhancement Trust Services, Inc.162$5.59K0.00%+162New
Bartlett & Co. Wealth Management LLC163$5.63K0.00%−4−2.4%Reduced
Action Point Financial Planning, LLC177$6.04K0.00%+177New
Prestige Wealth Management Group LLC175$6.11K0.00%+7+4.2%Added
Rossby Financial, LCC190$6.56K0.00%−275−59.1%Reduced
Anchor Investment Management, LLC191$6.60K0.00%+191New
Farmers & Merchants Investments Inc195$6.74K0.00%00.0%Unchanged
Triumph Capital Management203$7.01K0.00%00.0%Unchanged
Community Financial Services Group, LLC216$7.42K0.00%00.0%Unchanged
ZRC Wealth Management, LLC217$7.50K0.00%+168+342.9%Added
Ogorek Anthony Joseph244$8.00K0.00%00.0%Unchanged
CVA Family Office, LLC236$8.15K0.00%−16−6.3%Reduced
Nemes Rush Group LLC239$8.26K0.00%+200+512.8%Added
Steigerwald, Gordon & Koch Inc.254$8.78K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc254$8.96K0.00%−3,305−92.9%Reduced
JNBA Financial Advisors266$9.19K0.00%−28−9.5%Reduced
Keating Financial Advisory Services, Inc.307$10.6K0.00%+136+79.5%Added
Silver Grove Financial Group, Inc.310$10.7K0.01%+310New
Estabrook Capital Management322$11.1K0.00%00.0%Unchanged
Financial Management Professionals, Inc.320$11.2K0.00%+3+0.9%Added
CoreCap Advisors, LLC364$12.6K0.00%−2,015−84.7%Reduced
North Star Investment Management Corp.365$12.6K0.00%00.0%Unchanged
Private Wealth Management Group, LLC367$12.7K0.00%00.0%Unchanged
FNY Investment Advisers, LLC400$13.0K0.00%00.0%Unchanged
MCF Advisors LLC380$13.1K0.00%00.0%Unchanged
Owl Creek Wealth Partners LLC385$13.3K0.00%00.0%Unchanged
Assetmark, Inc389$13.4K0.00%+271+229.7%Added
Atlantic Trust, LLC429$14.8K0.00%+78+22.2%Added
Covestor Ltd511$17.0K0.01%−38−6.9%Reduced