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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 15,316 | $529.0K | 0.00% | −2,308−13.1% | Reduced |
| Fieldview Capital Management, LLC | 15,250 | $526.7K | 0.15% | −6,271−29.1% | Reduced |
| Winton Group Ltd | 15,171 | $524.0K | 0.02% | +8,100+114.6% | Added |
| RD Lewis Holdings, Inc. | 15,346 | $516.7K | 0.38% | +660+4.5% | Added |
| Vise Technologies, Inc. | 14,942 | $516.1K | 0.01% | +8,830+144.5% | Added |
| Alpha Omega Wealth Management LLC | 14,775 | $510.3K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 14,570 | $503.3K | 0.01% | +14,570 | New |
| Swiss Life Asset Management Ltd | 14,393 | $497.1K | 0.00% | −4,858−25.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,294 | $493.7K | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,994 | $483.4K | 0.13% | +13,994 | New |
| Everence Capital Management Inc | 13,957 | $482.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 13,634 | $470.9K | 0.00% | +3,653+36.6% | Added |
| EverSource Wealth Advisors, LLC | 13,615 | $470.3K | 0.02% | +1,181+9.5% | Added |
| AlphaGrep UK Ltd | 13,518 | $466.9K | 0.14% | +13,518 | New |
| Private Advisor Group, LLC | 13,498 | $466.2K | 0.00% | +1,350+11.1% | Added |
| Chicago Partners Investment Group LLC | 12,154 | $449.1K | 0.01% | +12,154 | New |
| Oppenheimer Asset Management Inc. | 12,702 | $438.7K | 0.00% | −983−7.2% | Reduced |
| Rydar Equities, Inc. | 11,730 | $429.0K | 0.24% | +11,730 | New |
| Quadrant Capital Group LLC | 12,396 | $428.2K | 0.01% | −329−2.6% | Reduced |
| Freestone Grove Partners LP | 12,361 | $426.9K | 0.00% | +12,361 | New |
| Tower Research Capital LLC (TRC) | 12,293 | $424.6K | 0.01% | −715−5.5% | Reduced |
| Investment Research Partners LLC | 12,129 | $418.9K | 0.14% | +2,622+27.6% | Added |
| CWM Advisors, LLC | 12,054 | $416.3K | 0.02% | +1,878+18.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 11,918 | $411.7K | 0.01% | +1,773+17.5% | Added |
| Teacher Retirement System of Texas | 11,882 | $410.4K | 0.00% | +11,882 | New |
| Utah Retirement Systems | 11,500 | $397.2K | 0.00% | 00.0% | Unchanged |
| DnB Asset Management AS | 11,489 | $396.8K | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 11,451 | $395.5K | 0.10% | −16,970−59.7% | Reduced |
| First Eagle Investment Management, LLC | 11,421 | $394.5K | 0.00% | −280−2.4% | Reduced |
| Panagora Asset Management Inc | 11,366 | $392.6K | 0.00% | −9,736−46.1% | Reduced |
| Mma Asset Management LLC | 11,215 | $387.4K | 0.12% | +2,004+21.8% | Added |
| V2 Financial group LLC | 11,162 | $385.5K | 0.14% | −90−0.8% | Reduced |
| Clark Financial Services Group Inc | 10,987 | $379.5K | 0.18% | +1,595+17.0% | Added |
| Vident Advisory, LLC | 10,858 | $375.0K | 0.00% | −717−6.2% | Reduced |
| Intech Investment Management LLC | 10,850 | $374.8K | 0.00% | −91,292−89.4% | Reduced |
| J.W. Cole Advisors, Inc. | 10,702 | $369.6K | 0.01% | +10,702 | New |
| 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 |
| MAI Capital Management | 10,438 | $362.8K | 0.00% | +7,982+325.0% | Added |
| Angeles Wealth Management, LLC | 10,356 | $361.6K | 0.02% | +10,356 | New |
| Benjamin Edwards Inc | 10,238 | $353.6K | 0.00% | +2,462+31.7% | Added |
| XTX Topco Ltd | 10,205 | $352.5K | 0.00% | −112,548−91.7% | Reduced |
| Prelude Capital Management, LLC | 10,180 | $351.6K | 0.03% | +10,180 | New |
| QRG Capital Management, Inc. | 10,115 | $349.4K | 0.00% | +1,288+14.6% | Added |
| Howland Capital Management LLC | 10,000 | $349.1K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,047 | $347.0K | 0.01% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 10,043 | $346.9K | 0.01% | +10,043 | New |
| D.A. Davidson & Co. | 10,022 | $346.2K | 0.00% | −16−0.2% | Reduced |
| Needham Investment Management LLC | 10,000 | $345.4K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 9,891 | $341.6K | 0.00% | −761−7.1% | Reduced |
| Corundum Trust Company, INC | 9,773 | $337.6K | 0.90% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 9,689 | $336.7K | 0.05% | +7,513+345.3% | Added |
| GAMMA Investing LLC | 9,740 | $336.4K | 0.01% | −78−0.8% | Reduced |
| Boothbay Fund Management, LLC | 9,573 | $330.7K | 0.01% | −64,928−87.2% | Reduced |
| Sym Financial Corp | 9,520 | $328.8K | 0.03% | +2,504+35.7% | Added |
| Axxcess Wealth Management, LLC | 9,470 | $327.1K | 0.01% | +9,470 | New |
| Fulton Bank, N.A. | 9,462 | $326.8K | 0.01% | −585−5.8% | Reduced |
| Leuthold Group, LLC | 9,336 | $322.5K | 0.03% | +60+0.6% | Added |
| Global Retirement Partners, LLC | 9,211 | $318.1K | 0.00% | +9,211 | New |
| United Capital Financial Advisers, LLC | 9,136 | $315.6K | 0.00% | −17−0.2% | Reduced |
| Arkadios Wealth Advisors | 8,980 | $310.1K | 0.00% | +1,249+16.2% | Added |
| Atomi Financial Group, Inc. | 8,952 | $309.2K | 0.01% | +1,104+14.1% | Added |
| Meeder Advisory Services, Inc. | 8,868 | $306.3K | 0.01% | −232−2.5% | Reduced |
| Compass Financial Management LLC | 8,458 | $306.1K | 0.04% | +8,458 | New |
| CFS Investment Advisory Services, LLC | 8,594 | $302.1K | 0.02% | −99−1.1% | Reduced |
| RHS Financial, LLC | 8,722 | $301.3K | 0.12% | −2,701−23.6% | Reduced |
| Buckingham Strategic Partners | 8,686 | $300.0K | 0.00% | +8,686 | New |
| Permanent Capital Management, LP | 8,545 | $298.3K | 0.04% | +8,545 | New |
| Parcion Private Wealth LLC | 8,558 | $295.6K | 0.02% | +8,558 | New |
| BKD Wealth Advisors, LLC | 8,536 | $294.8K | 0.00% | −1,822−17.6% | Reduced |
| iA Global Asset Management Inc. | 8,524 | $294.0K | 0.00% | +8,524 | New |
| ProShare Advisors LLC | 8,457 | $292.1K | 0.00% | −151−1.8% | Reduced |
| Ballentine Partners, LLC | 8,420 | $290.8K | 0.00% | +1,384+19.7% | Added |
| Connable Office Inc | 8,306 | $286.9K | 0.03% | +473+6.0% | Added |
| Perigon Wealth Management, LLC | 8,299 | $286.7K | 0.00% | +1,351+19.4% | Added |
| Chesley Taft & Associates LLC | 8,280 | $286.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 8,219 | $283.9K | 0.04% | +476+6.1% | Added |
| Reston Wealth Management LLC | 8,070 | $278.7K | 0.08% | −2,441−23.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,780 | $268.7K | 0.01% | +47+0.6% | Added |
| Sagewood Asset Management LP | 7,707 | $266.2K | 0.06% | +7,707 | New |
| IFP Advisors, Inc | 7,608 | $262.8K | 0.00% | −3,062−28.7% | Reduced |
| GeoWealth Management, LLC | 7,575 | $261.6K | 0.01% | +1,986+35.5% | Added |
| Rockefeller Capital Management L.P. | 7,516 | $259.6K | 0.00% | +107+1.4% | Added |
| Hamel Associates, Inc. | 7,500 | $259.1K | 0.07% | +7,500 | New |
| Belpointe Asset Management LLC | 7,494 | $258.8K | 0.01% | −47−0.6% | Reduced |
| HBK Sorce Advisory LLC | 7,160 | $254.5K | 0.00% | +37+0.5% | Added |
| Krilogy Financial LLC | 7,334 | $253.3K | 0.01% | +7,334 | New |
| Crestwood Advisors Group LLC | 7,307 | $252.4K | 0.00% | +7,307 | New |
| Signaturefd, LLC | 7,294 | $251.9K | 0.00% | +431+6.3% | Added |
| Centiva Capital, LP | 7,268 | $251.0K | 0.01% | −11,784−61.9% | Reduced |
| Shelton Capital Management | 7,208 | $249.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 7,138 | $248.1K | 0.00% | −299−4.0% | Reduced |
| ISAM Funds (UK) Ltd | 7,100 | $245.2K | 0.17% | +7,100 | New |
| Bull Harbor Capital LLC | 7,023 | $242.6K | 0.05% | +7,023 | New |
| Citizens Financial Group Inc | 6,939 | $241.8K | 0.00% | +6,939 | New |
| Red Door Wealth Management, LLC | 6,966 | $240.6K | 0.02% | 00.0% | Unchanged |
| Haverford Trust Co | 6,950 | $240.1K | 0.00% | −60−0.9% | Reduced |
| Prosperity Consulting Group, LLC | 6,944 | $239.8K | 0.01% | +6,944 | New |
| NorthCrest Asset Manangement, LLC | 6,642 | $239.6K | 0.01% | +6,642 | New |
| CFO4Life Group, LLC | 6,861 | $237.0K | 0.03% | −185−2.6% | Reduced |