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 |
|---|---|---|---|---|---|
| Blair William & Co | 6,753 | $233.3K | 0.00% | +6,753 | New |
| RMB Capital Management, LLC | 6,693 | $233.2K | 0.00% | +6,693 | New |
| Partnership Wealth Management, LLC | 6,750 | $233.1K | 0.16% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 6,731 | $232.5K | 0.00% | +6,731 | New |
| Accurate Wealth Management, LLC | 6,481 | $232.3K | 0.02% | −467−6.7% | Reduced |
| STRS Ohio | 6,719 | $232.1K | 0.00% | +1,576+30.6% | Added |
| Beirne Wealth Consulting Services, LLC | 6,624 | $231.3K | 0.05% | −400−5.7% | Reduced |
| EntryPoint Capital, LLC | 6,677 | $230.6K | 0.06% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 6,560 | $228.9K | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 6,610 | $228.3K | 0.07% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 6,569 | $226.9K | 0.02% | +148+2.3% | Added |
| Umb Bank N A | 6,567 | $226.8K | 0.00% | +209+3.3% | Added |
| Davenport & Co LLC | 6,517 | $225.1K | 0.00% | −20.0% | Reduced |
| CIBC Asset Management Inc | 6,477 | $223.7K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 6,467 | $223.4K | 0.02% | +430+7.1% | Added |
| Sterling Capital Management LLC | 6,464 | $223.3K | 0.00% | −750−10.4% | Reduced |
| PFG Investments, LLC | 6,454 | $222.9K | 0.01% | +5+0.1% | Added |
| Allworth Financial LP | 6,431 | $222.1K | 0.00% | +1,156+21.9% | Added |
| Zacks Investment Management | 6,411 | $221.5K | 0.00% | −3,987−38.3% | Reduced |
| North Dakota State Investment Board | 6,395 | $220.9K | 0.01% | +109+1.7% | Added |
| Savant Capital, LLC | 6,210 | $220.2K | 0.00% | +6,210 | New |
| Harvest Fund Management Co., Ltd | 6,359 | $220.0K | 0.01% | −81−1.3% | Reduced |
| Sigma Planning Corp | 6,280 | $217.0K | 0.01% | −268−4.1% | Reduced |
| Invested Advisors | 6,218 | $214.8K | 0.19% | +71+1.2% | Added |
| Nykredit A/S | 6,135 | $211.9K | 0.00% | +6,135 | New |
| AlphaCore Capital LLC | 6,085 | $211.4K | 0.00% | +6,085 | New |
| OP Asset Management Ltd | 6,112 | $211.1K | 0.00% | +1,153+23.3% | Added |
| Optas, LLC | 6,057 | $209.2K | 0.03% | +6,057 | New |
| Great Valley Advisor Group, Inc. | 6,031 | $208.3K | 0.00% | +17+0.3% | Added |
| Stone House Investment Management, LLC | 5,983 | $206.7K | 0.03% | +397+7.1% | Added |
| Avail Investment Partners, LLC | 5,950 | $205.5K | 0.16% | +5,950 | New |
| JFS Wealth Advisors, LLC | 5,944 | $205.3K | 0.01% | +21+0.4% | Added |
| Quartz Partners, LLC | 5,865 | $202.6K | 0.07% | +5,865 | New |
| Guardian Partners Inc. | 5,731 | $197.9K | 0.02% | 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 |
| Eurizon Capital SGR S.p.A. | 5,285 | $184.6K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 4,953 | $171.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,948 | $170.9K | 0.00% | −1,063−17.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 4,813 | $166.2K | 0.04% | −19,516−80.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,715 | $162.9K | 0.00% | −929−16.5% | Reduced |
| Camden Capital, LLC | 4,562 | $157.6K | 0.01% | +216+5.0% | Added |
| Essential Partners LLC | 4,076 | $140.8K | 0.06% | +3,736+1,098.8% | Added |
| Custom Index Systems, LLC | 3,894 | $134.5K | 0.05% | −1,685−30.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,805 | $131.4K | 0.00% | −7,024−64.9% | Reduced |
| Hartford Financial Management Inc. | 3,754 | $129.7K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,600 | $124.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3,439 | $118.8K | 0.00% | +5+0.1% | Added |
| Larson Financial Group LLC | 3,263 | $112.7K | 0.00% | −365−10.1% | Reduced |
| Ronald Blue Trust, Inc. | 3,254 | $112.4K | 0.00% | +373+12.9% | Added |
| Private Wealth Asset Management, LLC | 3,200 | $110.5K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 3,050 | $105.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 3,018 | $104.2K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2,991 | $103.3K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,597 | $89.7K | 0.01% | +196+8.2% | Added |
| Bayforest Capital Ltd | 2,461 | $85.0K | 0.08% | +1,974+405.3% | Added |
| Vision Retirement, LLC | 2,436 | $84.1K | 0.02% | +25+1.0% | Added |
| Employees Retirement System of Texas | 2,433 | $84.0K | 0.00% | +1,414+138.8% | Added |
| Bessemer Group Inc | 2,248 | $78.0K | 0.00% | +150+7.1% | Added |
| AdvisorNet Financial, Inc | 2,204 | $76.1K | 0.00% | +12+0.5% | Added |
| Aquatic Capital Management LLC | 2,175 | $75.1K | 0.00% | +2,175 | New |
| Nomura Asset Management Co Ltd | 2,170 | $75.0K | 0.00% | −2,160−49.9% | Reduced |
| Persistent Asset Partners Ltd | 2,065 | $71.3K | 0.02% | +2,065 | New |
| State of Wyoming | 2,058 | $71.1K | 0.01% | +2,058 | New |
| Thompson Investment Management, Inc. | 2,000 | $69.1K | 0.01% | +2,000 | New |
| Capital Advisors, Ltd. LLC | 2,000 | $69.0K | 0.01% | +32+1.6% | Added |
| Fairman Group, LLC | 1,785 | $62.3K | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,800 | $62.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,765 | $61.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,715 | $59.2K | 0.00% | −160−8.5% | Reduced |
| Atlas Capital Advisors LLC | 1,693 | $58.5K | 0.01% | −11,306−87.0% | Reduced |
| Central Trust Co | 1,596 | $55.1K | 0.00% | +14+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,521 | $52.5K | 0.00% | +405+36.3% | Added |
| 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 |
| Group One Trading, L.P. | 1,455 | $50.3K | 0.00% | +1,455 | New |
| Planning Strategies Inc. | 1,365 | $47.1K | 0.03% | +1,365 | New |
| Richardson Financial Services Inc. | 1,360 | $47.0K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,337 | $46.2K | 0.01% | +776+138.3% | Added |
| Graticule Asia Macro Advisors LLC | 1,296 | $44.8K | 0.00% | +1,296 | New |
| Vision Financial Markets LLC | 1,275 | $44.0K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,268 | $43.8K | 0.00% | +397+45.6% | Added |
| First Horizon Corp | 1,262 | $43.6K | 0.00% | +1,262 | New |
| Bare Financial Services, Inc | 1,232 | $42.6K | 0.01% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,210 | $41.8K | 0.02% | +1,210 | New |
| Deseret Mutual Benefit Administrators | 1,175 | $40.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,132 | $39.1K | 0.00% | +1,057+1,409.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,102 | $38.1K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,064 | $36.8K | 0.00% | +1,064 | New |
| Kimelman & Baird, LLC | 1,050 | $36.3K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,049 | $36.2K | 0.01% | +266+34.0% | Added |
| Huntington National Bank | 1,014 | $35.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,003 | $34.6K | 0.00% | +90+9.9% | Added |
| Princeton Global Asset Management LLC | 1,000 | $34.5K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 992 | $34.3K | 0.00% | +960+3,000.0% | Added |
| Caitlin John, LLC | 979 | $33.8K | 0.02% | +1+0.1% | Added |
| Harbour Investments, Inc. | 969 | $33.5K | 0.00% | −97−9.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 949 | $32.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 945 | $32.6K | 0.02% | +123+15.0% | Added |