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 |
|---|---|---|---|---|---|
| Nykredit A/S | 6,135 | $211.9K | 0.00% | +6,135 | New |
| Invested Advisors | 6,218 | $214.8K | 0.19% | +71+1.2% | Added |
| Sigma Planning Corp | 6,280 | $217.0K | 0.01% | −268−4.1% | Reduced |
| Harvest Fund Management Co., Ltd | 6,359 | $220.0K | 0.01% | −81−1.3% | Reduced |
| Savant Capital, LLC | 6,210 | $220.2K | 0.00% | +6,210 | New |
| North Dakota State Investment Board | 6,395 | $220.9K | 0.01% | +109+1.7% | Added |
| Zacks Investment Management | 6,411 | $221.5K | 0.00% | −3,987−38.3% | Reduced |
| Allworth Financial LP | 6,431 | $222.1K | 0.00% | +1,156+21.9% | Added |
| PFG Investments, LLC | 6,454 | $222.9K | 0.01% | +5+0.1% | Added |
| Sterling Capital Management LLC | 6,464 | $223.3K | 0.00% | −750−10.4% | Reduced |
| BFSG, LLC | 6,467 | $223.4K | 0.02% | +430+7.1% | Added |
| CIBC Asset Management Inc | 6,477 | $223.7K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,517 | $225.1K | 0.00% | −20.0% | Reduced |
| Umb Bank N A | 6,567 | $226.8K | 0.00% | +209+3.3% | Added |
| Linden Thomas Advisory Services, LLC | 6,569 | $226.9K | 0.02% | +148+2.3% | Added |
| Jeppson Wealth Management, LLC | 6,610 | $228.3K | 0.07% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,560 | $228.9K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 6,677 | $230.6K | 0.06% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 6,624 | $231.3K | 0.05% | −400−5.7% | Reduced |
| STRS Ohio | 6,719 | $232.1K | 0.00% | +1,576+30.6% | Added |
| Accurate Wealth Management, LLC | 6,481 | $232.3K | 0.02% | −467−6.7% | Reduced |
| Concurrent Investment Advisors, LLC | 6,731 | $232.5K | 0.00% | +6,731 | New |
| Partnership Wealth Management, LLC | 6,750 | $233.1K | 0.16% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 6,693 | $233.2K | 0.00% | +6,693 | New |
| Blair William & Co | 6,753 | $233.3K | 0.00% | +6,753 | New |
| CFO4Life Group, LLC | 6,861 | $237.0K | 0.03% | −185−2.6% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,642 | $239.6K | 0.01% | +6,642 | New |
| Prosperity Consulting Group, LLC | 6,944 | $239.8K | 0.01% | +6,944 | New |
| Haverford Trust Co | 6,950 | $240.1K | 0.00% | −60−0.9% | Reduced |
| Red Door Wealth Management, LLC | 6,966 | $240.6K | 0.02% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 6,939 | $241.8K | 0.00% | +6,939 | New |
| Bull Harbor Capital LLC | 7,023 | $242.6K | 0.05% | +7,023 | New |
| ISAM Funds (UK) Ltd | 7,100 | $245.2K | 0.17% | +7,100 | New |
| Evergreen Capital Management LLC | 7,138 | $248.1K | 0.00% | −299−4.0% | Reduced |
| Shelton Capital Management | 7,208 | $249.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 7,268 | $251.0K | 0.01% | −11,784−61.9% | Reduced |
| Signaturefd, LLC | 7,294 | $251.9K | 0.00% | +431+6.3% | Added |
| Crestwood Advisors Group LLC | 7,307 | $252.4K | 0.00% | +7,307 | New |
| Krilogy Financial LLC | 7,334 | $253.3K | 0.01% | +7,334 | New |
| HBK Sorce Advisory LLC | 7,160 | $254.5K | 0.00% | +37+0.5% | Added |
| Belpointe Asset Management LLC | 7,494 | $258.8K | 0.01% | −47−0.6% | Reduced |
| Hamel Associates, Inc. | 7,500 | $259.1K | 0.07% | +7,500 | New |
| Rockefeller Capital Management L.P. | 7,516 | $259.6K | 0.00% | +107+1.4% | Added |
| GeoWealth Management, LLC | 7,575 | $261.6K | 0.01% | +1,986+35.5% | Added |
| IFP Advisors, Inc | 7,608 | $262.8K | 0.00% | −3,062−28.7% | Reduced |
| Sagewood Asset Management LP | 7,707 | $266.2K | 0.06% | +7,707 | New |
| Fifth Third Wealth Advisors LLC | 7,780 | $268.7K | 0.01% | +47+0.6% | Added |
| Reston Wealth Management LLC | 8,070 | $278.7K | 0.08% | −2,441−23.2% | Reduced |
| Ellis Investment Partners, LLC | 8,219 | $283.9K | 0.04% | +476+6.1% | Added |
| Chesley Taft & Associates LLC | 8,280 | $286.0K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,299 | $286.7K | 0.00% | +1,351+19.4% | Added |
| Connable Office Inc | 8,306 | $286.9K | 0.03% | +473+6.0% | Added |
| Ballentine Partners, LLC | 8,420 | $290.8K | 0.00% | +1,384+19.7% | Added |
| ProShare Advisors LLC | 8,457 | $292.1K | 0.00% | −151−1.8% | Reduced |
| iA Global Asset Management Inc. | 8,524 | $294.0K | 0.00% | +8,524 | New |
| BKD Wealth Advisors, LLC | 8,536 | $294.8K | 0.00% | −1,822−17.6% | Reduced |
| Parcion Private Wealth LLC | 8,558 | $295.6K | 0.02% | +8,558 | New |
| Permanent Capital Management, LP | 8,545 | $298.3K | 0.04% | +8,545 | New |
| Buckingham Strategic Partners | 8,686 | $300.0K | 0.00% | +8,686 | New |
| RHS Financial, LLC | 8,722 | $301.3K | 0.12% | −2,701−23.6% | Reduced |
| CFS Investment Advisory Services, LLC | 8,594 | $302.1K | 0.02% | −99−1.1% | Reduced |
| Compass Financial Management LLC | 8,458 | $306.1K | 0.04% | +8,458 | New |
| Meeder Advisory Services, Inc. | 8,868 | $306.3K | 0.01% | −232−2.5% | Reduced |
| Atomi Financial Group, Inc. | 8,952 | $309.2K | 0.01% | +1,104+14.1% | Added |
| Arkadios Wealth Advisors | 8,980 | $310.1K | 0.00% | +1,249+16.2% | Added |
| United Capital Financial Advisers, LLC | 9,136 | $315.6K | 0.00% | −17−0.2% | Reduced |
| Global Retirement Partners, LLC | 9,211 | $318.1K | 0.00% | +9,211 | New |
| Leuthold Group, LLC | 9,336 | $322.5K | 0.03% | +60+0.6% | Added |
| Fulton Bank, N.A. | 9,462 | $326.8K | 0.01% | −585−5.8% | Reduced |
| Axxcess Wealth Management, LLC | 9,470 | $327.1K | 0.01% | +9,470 | New |
| Sym Financial Corp | 9,520 | $328.8K | 0.03% | +2,504+35.7% | Added |
| Boothbay Fund Management, LLC | 9,573 | $330.7K | 0.01% | −64,928−87.2% | Reduced |
| GAMMA Investing LLC | 9,740 | $336.4K | 0.01% | −78−0.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 9,689 | $336.7K | 0.05% | +7,513+345.3% | Added |
| Corundum Trust Company, INC | 9,773 | $337.6K | 0.90% | 00.0% | Unchanged |
| Banco Santander, S.A. | 9,891 | $341.6K | 0.00% | −761−7.1% | Reduced |
| Needham Investment Management LLC | 10,000 | $345.4K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,022 | $346.2K | 0.00% | −16−0.2% | Reduced |
| Pallas Capital Advisors LLC | 10,043 | $346.9K | 0.01% | +10,043 | New |
| Maryland State Retirement & Pension System | 10,047 | $347.0K | 0.01% | 00.0% | Unchanged |
| Howland Capital Management LLC | 10,000 | $349.1K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 10,115 | $349.4K | 0.00% | +1,288+14.6% | Added |
| Prelude Capital Management, LLC | 10,180 | $351.6K | 0.03% | +10,180 | New |
| XTX Topco Ltd | 10,205 | $352.5K | 0.00% | −112,548−91.7% | Reduced |
| Benjamin Edwards Inc | 10,238 | $353.6K | 0.00% | +2,462+31.7% | Added |
| Angeles Wealth Management, LLC | 10,356 | $361.6K | 0.02% | +10,356 | New |
| MAI Capital Management | 10,438 | $362.8K | 0.00% | +7,982+325.0% | Added |
| Diversify Advisory Services, LLC | 9,840 | $363.0K | 0.01% | +9,840 | New |
| Diversify Wealth Management, LLC | 9,840 | $363.0K | 0.01% | +9,840 | New |
| J.W. Cole Advisors, Inc. | 10,702 | $369.6K | 0.01% | +10,702 | New |
| Intech Investment Management LLC | 10,850 | $374.8K | 0.00% | −91,292−89.4% | Reduced |
| Vident Advisory, LLC | 10,858 | $375.0K | 0.00% | −717−6.2% | Reduced |
| Clark Financial Services Group Inc | 10,987 | $379.5K | 0.18% | +1,595+17.0% | Added |
| V2 Financial group LLC | 11,162 | $385.5K | 0.14% | −90−0.8% | Reduced |
| Mma Asset Management LLC | 11,215 | $387.4K | 0.12% | +2,004+21.8% | Added |
| Panagora Asset Management Inc | 11,366 | $392.6K | 0.00% | −9,736−46.1% | Reduced |
| First Eagle Investment Management, LLC | 11,421 | $394.5K | 0.00% | −280−2.4% | Reduced |
| Inceptionr LLC | 11,451 | $395.5K | 0.10% | −16,970−59.7% | Reduced |
| DnB Asset Management AS | 11,489 | $396.8K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 11,500 | $397.2K | 0.00% | 00.0% | Unchanged |