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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Elevated Capital Advisors, LLC | 499 | $17.3K | 0.00% | −161−24.4% | Reduced |
| Mather Group, LLC. | 504 | $17.4K | 0.00% | −212−29.6% | Reduced |
| Fortis Group Advisors, LLC | 515 | $17.8K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 560 | $19.3K | 0.01% | +560 | New |
| United Community Bank | 595 | $20.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $21.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 625 | $21.6K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 627 | $21.7K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 628 | $21.7K | 0.00% | +628 | New |
| Asset Dedication, LLC | 642 | $22.2K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 645 | $22.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 673 | $23.2K | 0.00% | −42−5.9% | Reduced |
| Private Trust Co NA | 699 | $24.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 720 | $24.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 724 | $25.0K | 0.00% | +322+80.1% | Added |
| Caldwell Trust Co | 741 | $25.6K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 787 | $27.2K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 804 | $27.6K | 0.00% | +346+75.5% | Added |
| Manchester Capital Management LLC | 818 | $28.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 854 | $29.5K | 0.00% | −404−32.1% | Reduced |
| LRI Investments, LLC | 892 | $30.8K | 0.00% | +106+13.5% | Added |
| Entrust Financial LLC | 916 | $31.6K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 922 | $31.8K | 0.00% | +42+4.8% | Added |
| CX Institutional | 930 | $32.0K | 0.00% | +10+1.1% | Added |
| Los Angeles Capital Management LLC | 939 | $32.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 945 | $32.6K | 0.02% | +123+15.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $32.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 969 | $33.5K | 0.00% | −97−9.1% | Reduced |
| Caitlin John, LLC | 979 | $33.8K | 0.02% | +1+0.1% | Added |
| SJS Investment Consulting Inc. | 992 | $34.3K | 0.00% | +960+3,000.0% | Added |
| Princeton Global Asset Management LLC | 1,000 | $34.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,003 | $34.6K | 0.00% | +90+9.9% | Added |
| Huntington National Bank | 1,014 | $35.0K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,049 | $36.2K | 0.01% | +266+34.0% | Added |
| Kimelman & Baird, LLC | 1,050 | $36.3K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,064 | $36.8K | 0.00% | +1,064 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $38.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,132 | $39.1K | 0.00% | +1,057+1,409.3% | Added |
| Deseret Mutual Benefit Administrators | 1,175 | $40.6K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,210 | $41.8K | 0.02% | +1,210 | New |
| Bare Financial Services, Inc | 1,232 | $42.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 1,262 | $43.6K | 0.00% | +1,262 | New |
| Versant Capital Management, Inc | 1,268 | $43.8K | 0.00% | +397+45.6% | Added |
| Vision Financial Markets LLC | 1,275 | $44.0K | 0.04% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 1,296 | $44.8K | 0.00% | +1,296 | New |
| True Wealth Design, LLC | 1,337 | $46.2K | 0.01% | +776+138.3% | Added |
| Richardson Financial Services Inc. | 1,360 | $47.0K | 0.03% | 00.0% | Unchanged |
| Planning Strategies Inc. | 1,365 | $47.1K | 0.03% | +1,365 | New |
| Group One Trading, L.P. | 1,455 | $50.3K | 0.00% | +1,455 | New |
| Duncker Streett & Co Inc | 1,500 | $51.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,500 | $51.8K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 1,500 | $51.8K | 0.00% | +1,500 | New |
| Northwestern Mutual Wealth Management Co | 1,521 | $52.5K | 0.00% | +405+36.3% | Added |
| Central Trust Co | 1,596 | $55.1K | 0.00% | +14+0.9% | Added |
| Atlas Capital Advisors LLC | 1,693 | $58.5K | 0.01% | −11,306−87.0% | Reduced |
| Massmutual Trust Co FSB | 1,715 | $59.2K | 0.00% | −160−8.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 1,765 | $61.0K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,800 | $62.2K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 1,785 | $62.3K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,000 | $69.0K | 0.01% | +32+1.6% | Added |
| Thompson Investment Management, Inc. | 2,000 | $69.1K | 0.01% | +2,000 | New |
| State of Wyoming | 2,058 | $71.1K | 0.01% | +2,058 | New |
| Persistent Asset Partners Ltd | 2,065 | $71.3K | 0.02% | +2,065 | New |
| Nomura Asset Management Co Ltd | 2,170 | $75.0K | 0.00% | −2,160−49.9% | Reduced |
| Aquatic Capital Management LLC | 2,175 | $75.1K | 0.00% | +2,175 | New |
| AdvisorNet Financial, Inc | 2,204 | $76.1K | 0.00% | +12+0.5% | Added |
| Bessemer Group Inc | 2,248 | $78.0K | 0.00% | +150+7.1% | Added |
| Employees Retirement System of Texas | 2,433 | $84.0K | 0.00% | +1,414+138.8% | Added |
| Vision Retirement, LLC | 2,436 | $84.1K | 0.02% | +25+1.0% | Added |
| Bayforest Capital Ltd | 2,461 | $85.0K | 0.08% | +1,974+405.3% | Added |
| Quent Capital, LLC | 2,597 | $89.7K | 0.01% | +196+8.2% | Added |
| Sittner & Nelson, LLC | 2,991 | $103.3K | 0.03% | 00.0% | Unchanged |
| Security National Bank | 3,018 | $104.2K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,050 | $105.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3,200 | $110.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,254 | $112.4K | 0.00% | +373+12.9% | Added |
| Larson Financial Group LLC | 3,263 | $112.7K | 0.00% | −365−10.1% | Reduced |
| SBI Securities Co., Ltd. | 3,439 | $118.8K | 0.00% | +5+0.1% | Added |
| St Germain D J Co Inc | 3,600 | $124.3K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 3,754 | $129.7K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,805 | $131.4K | 0.00% | −7,024−64.9% | Reduced |
| Custom Index Systems, LLC | 3,894 | $134.5K | 0.05% | −1,685−30.2% | Reduced |
| Essential Partners LLC | 4,076 | $140.8K | 0.06% | +3,736+1,098.8% | Added |
| Camden Capital, LLC | 4,562 | $157.6K | 0.01% | +216+5.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,715 | $162.9K | 0.00% | −929−16.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,813 | $166.2K | 0.04% | −19,516−80.2% | Reduced |
| Parallel Advisors, LLC | 4,948 | $170.9K | 0.00% | −1,063−17.7% | Reduced |
| New Age Alpha Advisors, LLC | 4,953 | $171.1K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 5,285 | $184.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 5,435 | $188.0K | 0.00% | +128+2.4% | Added |
| Hazlett, Burt & Watson, Inc. | 5,485 | $188.0K | 0.05% | +2,000+57.4% | Added |
| Guardian Partners Inc. | 5,731 | $197.9K | 0.02% | 00.0% | Unchanged |
| Quartz Partners, LLC | 5,865 | $202.6K | 0.07% | +5,865 | New |
| JFS Wealth Advisors, LLC | 5,944 | $205.3K | 0.01% | +21+0.4% | Added |
| Avail Investment Partners, LLC | 5,950 | $205.5K | 0.16% | +5,950 | New |
| Stone House Investment Management, LLC | 5,983 | $206.7K | 0.03% | +397+7.1% | Added |
| Great Valley Advisor Group, Inc. | 6,031 | $208.3K | 0.00% | +17+0.3% | Added |
| Optas, LLC | 6,057 | $209.2K | 0.03% | +6,057 | New |
| OP Asset Management Ltd | 6,112 | $211.1K | 0.00% | +1,153+23.3% | Added |
| AlphaCore Capital LLC | 6,085 | $211.4K | 0.00% | +6,085 | New |