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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 939 | $32.4K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 930 | $32.0K | 0.00% | +10+1.1% | Added |
| Altshuler Shaham Ltd | 922 | $31.8K | 0.00% | +42+4.8% | Added |
| Entrust Financial LLC | 916 | $31.6K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 892 | $30.8K | 0.00% | +106+13.5% | Added |
| Golden State Wealth Management, LLC | 854 | $29.5K | 0.00% | −404−32.1% | Reduced |
| Manchester Capital Management LLC | 818 | $28.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 804 | $27.6K | 0.00% | +346+75.5% | Added |
| Cassaday & Co Wealth Management LLC | 787 | $27.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 741 | $25.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 724 | $25.0K | 0.00% | +322+80.1% | Added |
| Heritage Wealth Advisors | 720 | $24.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 699 | $24.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 673 | $23.2K | 0.00% | −42−5.9% | Reduced |
| Alerus Financial NA | 645 | $22.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 642 | $22.2K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 628 | $21.7K | 0.00% | +628 | New |
| Morton Brown Family Wealth, LLC | 627 | $21.7K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 625 | $21.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 600 | $21.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 595 | $20.6K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 560 | $19.3K | 0.01% | +560 | New |
| Fortis Group Advisors, LLC | 515 | $17.8K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 504 | $17.4K | 0.00% | −212−29.6% | Reduced |
| Elevated Capital Advisors, LLC | 499 | $17.3K | 0.00% | −161−24.4% | Reduced |
| Covestor Ltd | 511 | $17.0K | 0.01% | −38−6.9% | Reduced |
| Atlantic Trust, LLC | 429 | $14.8K | 0.00% | +78+22.2% | Added |
| Assetmark, Inc | 389 | $13.4K | 0.00% | +271+229.7% | Added |
| Owl Creek Wealth Partners LLC | 385 | $13.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 380 | $13.1K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 367 | $12.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 365 | $12.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 364 | $12.6K | 0.00% | −2,015−84.7% | Reduced |
| Financial Management Professionals, Inc. | 320 | $11.2K | 0.00% | +3+0.9% | Added |
| Estabrook Capital Management | 322 | $11.1K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 310 | $10.7K | 0.01% | +310 | New |
| Keating Financial Advisory Services, Inc. | 307 | $10.6K | 0.00% | +136+79.5% | Added |
| JNBA Financial Advisors | 266 | $9.19K | 0.00% | −28−9.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 254 | $8.96K | 0.00% | −3,305−92.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 254 | $8.78K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 239 | $8.26K | 0.00% | +200+512.8% | Added |
| CVA Family Office, LLC | 236 | $8.15K | 0.00% | −16−6.3% | Reduced |
| Ogorek Anthony Joseph | 244 | $8.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 217 | $7.50K | 0.00% | +168+342.9% | Added |
| Community Financial Services Group, LLC | 216 | $7.42K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 203 | $7.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 195 | $6.74K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 191 | $6.60K | 0.00% | +191 | New |
| Rossby Financial, LCC | 190 | $6.56K | 0.00% | −275−59.1% | Reduced |
| Prestige Wealth Management Group LLC | 175 | $6.11K | 0.00% | +7+4.2% | Added |
| Action Point Financial Planning, LLC | 177 | $6.04K | 0.00% | +177 | New |
| Bartlett & Co. Wealth Management LLC | 163 | $5.63K | 0.00% | −4−2.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 162 | $5.59K | 0.00% | +162 | New |
| Bell Investment Advisors, Inc | 140 | $4.84K | 0.00% | −1−0.7% | Reduced |
| Ares Financial Consulting, LLC | 137 | $4.73K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 134 | $4.63K | 0.00% | −95−41.5% | Reduced |
| Paladin Partners, LLC | 130 | $4.49K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 120 | $4.14K | 0.00% | −206−63.2% | Reduced |
| Cedar Mountain Advisors, LLC | 116 | $4.01K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 110 | $3.80K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 105 | $3.64K | 0.00% | +1+1.0% | Added |
| Fortitude Family Office, LLC | 105 | $3.63K | 0.00% | −32−23.4% | Reduced |
| Armstrong Advisory Group, Inc | 98 | $3.39K | 0.00% | +1+1.0% | Added |
| GW&K Investment Management, LLC | 88 | $3.00K | 0.00% | +88 | New |
| Bayban | 83 | $2.87K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 80 | $2.79K | 0.00% | +26+48.1% | Added |
| HM Payson & Co | 67 | $2.31K | 0.00% | −1,326−95.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 63 | $2.16K | 0.00% | −5−7.4% | Reduced |
| Signature Equity Partners, LLC | 58 | $2.00K | 0.00% | +12+26.1% | Added |
| Bruce G. Allen Investments, LLC | 57 | $1.97K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 57 | $1.97K | 0.00% | +46+418.2% | Added |
| Sachetta, LLC | 50 | $1.73K | 0.00% | −81−61.8% | Reduced |
| Raffa Wealth Management, LLC | 49 | $1.69K | 0.00% | −1−2.0% | Reduced |
| Kilter Group LLC | 48 | $1.66K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 48 | $1.66K | 0.00% | +48 | New |
| Buck Wealth Strategies, LLC | 47 | $1.62K | 0.00% | +47 | New |
| Cromwell Holdings LLC | 45 | $1.57K | 0.00% | +16+55.2% | Added |
| South State Corp. | 45 | $1.55K | 0.00% | −5−10.0% | Reduced |
| UMA Financial Services, Inc. | 45 | $1.55K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 44 | $1.52K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 44 | $1.52K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 41 | $1.42K | 0.00% | +41 | New |
| NBT Bank N A | 36 | $1.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $1.07K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 31 | $1.07K | 0.00% | +10+47.6% | Added |
| Archer Investment Corp | 31 | $1.06K | 0.00% | +1+3.3% | Added |
| Bay Harbor Wealth Management, LLC | 30 | $1.05K | 0.00% | +5+20.0% | Added |
| Coastline Trust Co | 30 | $1.04K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 28 | $967 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 26 | $899 | 0.00% | +26 | New |
| SHP Wealth Management | 24 | $829 | 0.00% | +5+26.3% | Added |
| Quarry LP | 23 | $794 | 0.00% | −2,797−99.2% | Reduced |
| Rakuten Securities, Inc. | 21 | $725 | 0.00% | +10+90.9% | Added |
| Tounjian Advisory Partners, LLC | 20 | $701 | 0.00% | +20 | New |
| HFM Investment Advisors, LLC | 20 | $691 | 0.00% | +7+53.8% | Added |
| Dunhill Financial, LLC | 18 | $621 | 0.00% | −4−18.2% | Reduced |
| Ameriflex Group, Inc. | 16 | $553 | 0.00% | +16 | New |
| WealthCollab, LLC | 15 | $519 | 0.00% | −39−72.2% | Reduced |
| Elequin Capital LP | 15 | $518 | 0.00% | −200−93.0% | Reduced |