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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2026: 625 institutions
Q1 2021: 498 institutionsQ2 2021: 502 institutionsQ3 2021: 512 institutionsQ4 2021: 564 institutionsQ1 2022: 537 institutionsQ2 2022: 532 institutionsQ3 2022: 510 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 486 institutionsQ3 2023: 444 institutionsQ4 2023: 444 institutionsQ1 2024: 446 institutionsQ2 2024: 464 institutionsQ3 2024: 476 institutionsQ4 2024: 510 institutionsQ1 2025: 565 institutionsQ2 2025: 594 institutionsQ3 2025: 569 institutionsQ4 2025: 613 institutionsQ1 2026: 597 institutionsQ2 2026: 625 institutions
Value heldQ2 2026: $7.02B
Q1 2021: $6.78BQ2 2021: $7.88BQ3 2021: $7.21BQ4 2021: $7.76BQ1 2022: $6.31BQ2 2022: $6.65BQ3 2022: $5.57BQ4 2022: $6.54BQ1 2023: $6.04BQ2 2023: $4.66BQ3 2023: $3.95BQ4 2023: $4.24BQ1 2024: $4.26BQ2 2024: $4.19BQ3 2024: $4.55BQ4 2024: $5.59BQ1 2025: $6.44BQ2 2025: $7.16BQ3 2025: $6.53BQ4 2025: $7.46BQ1 2026: $7.07BQ2 2026: $7.02B
Institutions holding UGI and their total value by quarter
QuarterHoldersValue
Q2 2026625$7.02B
Q1 2026597$7.07B
Q4 2025613$7.46B
Q3 2025569$6.53B
Q2 2025594$7.16B
Q1 2025565$6.44B
Q4 2024510$5.59B
Q3 2024476$4.55B
Q2 2024464$4.19B
Q1 2024446$4.26B
Q4 2023444$4.24B
Q3 2023444$3.95B
Q2 2023486$4.66B
Q1 2023525$6.04B
Q4 2022540$6.54B
Q3 2022510$5.57B
Q2 2022532$6.65B
Q1 2022537$6.31B
Q4 2021564$7.76B
Q3 2021512$7.21B
Q2 2021502$7.88B
Q1 2021498$6.78B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Ugi Corp; share changes are against Q1 2026.

Institutions holding UGI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
TD Private Client Wealth LLC15$5180.00%00.0%Unchanged
Cornerstone Financial Management LLC14$4840.00%+14New
Torren Management, LLC13$4520.00%00.0%Unchanged
MV Capital Management, Inc.13$4500.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC12$4150.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd11$3800.00%+11New
Quaker Wealth Management, LLC10$3460.00%00.0%Unchanged
Mosley Wealth Management8$2760.00%+8New
Decker Retirement Planning Inc.8$2620.00%+8New
American Capital Advisory, LLC7$2420.00%+4+133.3%Added
Creative Financial Designs Inc5$1730.00%00.0%Unchanged
Hilton Head Capital Partners, LLC4$1380.00%00.0%Unchanged
Principia Wealth Advisory, LLC4$1380.00%+2+100.0%Added
DecisionPoint Financial, LLC4$1380.00%+4New
Halbert Hargrove Global Advisors, LLC4$1270.00%+4New
Maryland Capital Advisors Inc.2$700.00%+2New
Transamerica Financial Advisors, Inc.2$690.00%−16−88.9%Reduced
Neo Ivy Capital Management2$690.00%+2New
ROSS\JOHNSON & Associates LLC2$690.00%+2New
Activest Wealth Management1$350.00%+1New
Raleigh Capital Management Inc.1$290.00%00.0%Unchanged
Signature Resources Capital Management, LLC0$100.00%−103−100.0%Reduced
Avion Wealth14$00.00%+14New
Evolution Advisers, Inc.3$00.00%+3New
Navigoe, LLC7$00.00%+7New
Lansforsakringar Fondforvaltning AB (publ)0$00.00%−1,309,086−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−664,678−100.0%Sold out
Callodine Capital Management, LP0$00.00%−387,287−100.0%Sold out
RPG Investment Advisory, LLC0$00.00%−285,356−100.0%Sold out
Sourcerock Group LLC0$00.00%−268,804−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−195,563−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−184,600−100.0%Sold out
Covalis Capital LLP0$00.00%−131,716−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−112,059−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−97,459−100.0%Sold out
National Bank of Canada0$00.00%−79,617−100.0%Sold out
Oak Thistle LLC0$00.00%−79,268−100.0%Sold out
First National Trust Co0$00.00%−60,341−100.0%Sold out
Manning & Napier Advisors LLC0$00.00%−55,348−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−54,617−100.0%Sold out
Walleye Capital LLC0$00.00%−49,530−100.0%Sold out
Ci Investments Inc.0$00.00%−48,923−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−47,128−100.0%Sold out
Allstate Corp0$00.00%−30,448−100.0%Sold out
Axq Capital, LP0$00.00%−29,564−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−25,087−100.0%Sold out
Prudential PLC0$00.00%−22,117−100.0%Sold out
Storebrand Asset Management AS0$00.00%−21,600−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−20,442−100.0%Sold out
Cambria Investment Management, L.P.0$00.00%−19,184−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−18,541−100.0%Sold out
FIL Ltd0$00.00%−18,266−100.0%Sold out
Aristeia Capital LLC0$00.00%−16,789−100.0%Sold out
Aviva PLC0$00.00%−16,507−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−16,033−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−16,029−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−14,853−100.0%Sold out
Family Management Corp0$00.00%−13,192−100.0%Sold out
Horizon Investment Services, LLC0$00.00%−12,958−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−12,838−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−11,562−100.0%Sold out
Golden State Equity Partners0$00.00%−9,959−100.0%Sold out
We Are One Seven, LLC0$00.00%−9,184−100.0%Sold out
Spirit of America Management Corp0$00.00%−8,000−100.0%Sold out
Lido Advisors, LLC0$00.00%−7,340−100.0%Sold out
Truist Financial Corp0$00.00%−6,588−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−6,215−100.0%Sold out
Beacon Financial Group0$00.00%−6,169−100.0%Sold out
Walleye Trading LLC0$00.00%−6,115−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−6,019−100.0%Sold out
Avantax Planning Partners, Inc.0$00.00%−5,740−100.0%Sold out
Ameritas Advisory Services, LLC0$00.00%−5,705−100.0%Sold out
MONECO Advisors, LLC0$00.00%−5,546−100.0%Sold out
Convergence Financial, LLC0$00.00%−5,520−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−5,519−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−5,512−100.0%Sold out
Missouri Trust & Investment Co0$00.00%−3,600−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−2,735−100.0%Sold out
Root Financial Partners, LLC0$00.00%−812−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−296−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−199−100.0%Sold out
High Note Wealth, LLC0$00.00%−190−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−166−100.0%Sold out
First Pacific Financial0$00.00%−51−100.0%Sold out
Team Financial Group, LLC0$00.00%−43−100.0%Sold out
Grove Bank & Trust0$00.00%−13−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−12−100.0%Sold out
Atlantic Union Bankshares Corp0$00.00%−8−100.0%Sold out
Horizon Investments, LLC0$00.00%−8−100.0%Sold out
Financial Consulate, Inc0$00.00%−5−100.0%Sold out
Curio Wealth, LLC0$00.00%−3−100.0%Sold out
Janus Henderson Group PLC––––Not filed
Millington Securities, LLC––––Not filed
CWM, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
McIlrath & Eck, LLC––––Not filed