Skip to content
Disclosery

UGI UGI CORP NEW

Follow

Stock (common), issuer CIK 884614

558 managers (569 13F filers) reported a position in UGI shares at 2025-09-30, 196,130,483 shares in all. 62 filers opened a position and 79 filers sold out during the quarter.

Managers
558
13F filers
569
New
62
Added
207
Reduced
203
Sold out
79
Shares held by filers
196,130,483

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CI INVESTMENTS INC.in group CI INVESTMENTS INC.49,381$1.64M0.01%+44,27913F-HRTimelineGroup
Engineers Gate Manager LP49,315$1.64M0.02%+40,56313F-HRTimeline
D.A. DAVIDSON & CO.48,881$1.63M0.01%+3,30013F-HRTimeline
Jacobi Capital Management LLC48,813$1.62M0.1%+45713F-HRTimeline
Loudon Investment Management, LLC46,935$1.56M0.82%-6,17013F-HRTimeline
Vestcor Inc46,696$1.55M0.05%-20,55213F-HRTimeline
Baker Avenue Asset Management, LP46,258$1.54M0.04%+2,54513F-HRTimeline
Dynamic Technology Lab Private Ltd45,988$1.53M0.26%+26,32013F-HRTimeline
NewEdge Wealth, LLC45,266$1.53M0.02%+15,41413F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD45,384$1.51M<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC44,293$1.47M0.01%-5,51913F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND43,326$1.44M0.02%-30013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD42,800$1.42M0.04%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding42,794$1.42M-1,430Timeline
Advisory Services Network, LLC42,251$1.41M0.02%-2,73713F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …45,886$1.4M0.06%-8,01013F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC40,982$1.36M0.01%new13F-HRTimeline
ARGA Investment Management, LP40,139$1.34M0.04%-24,97613F-HRTimeline
Atria Investments, Inc39,674$1.32M0.02%+10,33513F-HRTimeline
Aigen Investment Management, LP39,471$1.31M0.2%-9,95013F-HRTimeline
Kendall Capital Management38,920$1.29M0.29%+4,43013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP38,450$1.28M<0.01%-15,36913F-HRTimelineGroup
Sciencast Management LP37,887$1.26M0.24%-4,55813F-HRTimeline
Pacer Advisors, Inc.37,333$1.24M<0.01%new13F-HRTimeline
Argyle Capital Management, LLC36,874$1.23M0.42%+40013F-HRTimeline
Jackson Creek Investment Advisors LLC36,560$1.22M0.35%013F-HRTimeline
Huntleigh Advisors, Inc.36,326$1.21M0.21%+31513F-HRTimeline
Quantbot Technologies LP36,243$1.21M0.03%+29,85113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…36,997$1.19M<0.01%+2,99913F-HRTimeline
CSS LLC/IL35,800$1.19M0.07%+8,57913F-HRTimeline
Mork Capital Management, LLC35,700$1.19M0.82%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT35,600$1.18M0.01%+1,31913F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC35,319$1.17M<0.01%-126,50513F-HRTimeline
Glenmede Investment Management, LP33,904$1.13M0.01%+13013F-HRTimeline
Abundance Wealth Counselors33,744$1.12M0.19%+1,16013F-HRTimeline
Convergence Investment Partners, LLC33,423$1.11M0.25%+9,46013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV33,235$1.11M<0.01%-1,97013F-HRTimeline
BCM ADVISORS, LLC32,225$1.08M0.22%013F-HRTimeline
CastleKnight Management LP31,600$1.05M0.06%013F-HRTimeline
CHOREO, LLC31,044$1.05M0.01%+8,46613F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS31,330$1.04M<0.01%-6,84713F-HRTimeline
CPC Advisors, LLC30,898$1.03M0.11%new13F-HRTimeline
Nordwand Advisors, LLC30,600$1.02M0.16%013F-HRTimeline
AIA Group Ltdin group AIA Group Ltd30,579$1.02M0.02%+10,80413F-HRTimelineGroup
Applied Finance Capital Management, LLC30,274$1.01M0.07%-15013F-HRTimeline
CHASE INVESTMENT COUNSEL CORP30,239$1M0.3%-17,15913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO29,617$985K0.02%+82813F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC29,580$984K0.01%+40313F-HRTimeline
Investors Research Corp29,575$984K0.18%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd29,252$973K0.02%-18,77813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC28,457$946K<0.01%-83,51013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/28,359$943K<0.01%-2,76213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,221$939K<0.01%-13813F-HRTimelineGroup
Hartree Partners, LP28,000$931K0.32%+14,00013F-HRTimeline
XPONANCE LLC27,819$925K0.01%-1,02713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC27,251$916K0.07%+20713F-HRTimeline
Merit Financial Group, LLC26,302$875K0.01%+13,86513F-HR/ATimeline
Wealthspire Advisors, LLC24,932$829K<0.01%-68913F-HRTimeline
Summit Trail Advisors, LLC24,037$805K0.01%+12,78413F-HRTimeline
Measured Wealth Private Client Group, L…23,944$796K0.21%-1,19713F-HRTimeline
Clear Harbor Asset Management, LLC23,532$783K0.06%-2,76013F-HR/ATimeline
State of Alaska, Department of Revenue23,491$781K0.01%-57013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC23,353$777K0.01%-137,82213F-HRTimeline
AXQ CAPITAL, LP23,091$768K0.29%+11513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…22,320$742K<0.01%-63213F-HRTimeline
SHERBROOKE PARK ADVISERS LLC21,930$729K0.34%+1,10513F-HRTimeline
FIL Ltdin group FIL Ltd21,882$728K<0.01%-1,11213F-HRTimelineGroup
Sterling Capital Management LLC21,725$723K0.01%-1,29513F-HRTimeline
OXFORD ASSET MANAGEMENT LLP21,606$719K0.24%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STOREBRAND ASSET MANAGEMENT AS21,600$718K<0.01%013F-HRTimeline
Bridgefront Capital, LLC21,564$717K0.21%+14,89413F-HRTimeline
Cornerstone Select Advisors, LLC21,519$716K0.53%+5,52413F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP21,405$712K0.09%new13F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.21,142$703K<0.01%new13F-HRTimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC21,010$699K0.04%013F-HRTimeline
Csenge Advisory Group20,724$689K0.03%+91213F-HRTimeline
Nilsine Partners, LLC20,678$688K0.06%+1,74013F-HRTimeline
Global Financial Private Client, LLC20,592$685K0.24%-14613F-HRTimeline
LANARK FINANCIAL, INC.20,088$668K0.05%-40113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,032$667K<0.01%-4,72813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC19,915$662K<0.01%-22,16513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC19,567$651K<0.01%-1,36313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,408$646K<0.01%-92913F-HRTimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…18,827$626K0.01%+8,39413F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,072$601K<0.01%+3,71713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK18,026$600K<0.01%+313F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC17,943$597K0.15%-7,94113F-HRTimelineGroup
&PARTNERS17,861$594K<0.01%-7013F-HRTimeline
QUADRANT CAPITAL GROUP LLC17,661$587K0.02%-41713F-HRTimeline
IFG Advisory, LLC17,568$584K0.03%-3013F-HRTimeline
AE Wealth Management LLC17,229$573K<0.01%+1,78713F-HRTimeline
Cambria Investment Management, L.P.17,215$573K0.03%-442,31513F-HR/ATimeline
Apella Capital, LLC17,608$566K0.01%+18313F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding17,000$565K-150,007Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP16,638$553K<0.01%+9,50513F-HRTimelineGroup
denkapparat Operations GmbH16,508$549K0.35%+5,30413F-HRTimeline
AVIVA PLCin group AVIVA PLC16,475$548K<0.01%+2,33213F-HRTimelineGroup
DekaBank Deutsche Girozentrale16,635$547K<0.01%013F-HRTimeline
Crossmark Global Holdings, Inc.16,215$539K0.01%+92113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC16,096$535K0.01%-23413F-HRTimeline
Bayforest Capital Ltd15,760$524K0.25%-24,65313F-HRTimeline
Tevis Investment Management15,520$522K0.31%013F-HRTimeline
GSA CAPITAL PARTNERS LLP15,561$518K0.04%new13F-HRTimeline
Live Oak Investment Partners15,188$505K0.33%+4,63413F-HR/ATimeline
Alpha Omega Wealth Management LLC14,830$493K0.08%-32413F-HR/ATimeline
Federation des caisses Desjardins du Qu…14,377$478K<0.01%new13F-HRTimeline
Carnegie Investment Counsel14,294$475K0.01%-51013F-HRTimeline
CFO4Life Group, LLC14,261$474K0.07%new13F-HRTimeline
Ilex Capital Partners (UK) LLP14,187$472K0.02%-21,52913F-HRTimeline
Horizon Investment Services, LLC13,746$457K0.17%+5,47313F-HRTimeline
RD Lewis Holdings, Inc.12,986$449K0.42%-17713F-HRTimeline
Prospera Financial Services Inc13,386$446K0.01%+1,22013F-HRTimeline
Private Advisor Group, LLC13,266$441K<0.01%-4,85713F-HRTimeline
Scientech Research LLC13,162$438K0.15%-13613F-HRTimeline
EMC Capital Management13,069$435K0.21%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC13,053$434K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,948$431K<0.01%+1,79713F-HRTimelineGroup
Moran Wealth Management, LLC12,909$429K0.01%-3,60813F-HRTimeline
Point72 (DIFC) Ltd12,885$429K0.03%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…12,823$426K0.02%+1,02313F-HRTimeline
BEACON FINANCIAL GROUP12,576$418K0.04%-32213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…12,512$416K0.02%-11,79513F-HRTimelineGroup
WRIGHT INVESTORS SERVICE INC12,488$415K0.12%-23,63613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HBK Sorce Advisory LLC12,572$409K0.01%+64113F-HR/ATimeline
IFP Advisors, Inc12,133$404K0.01%+7,02713F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,992$399K<0.01%+85113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\11,827$393K<0.01%+1,70713F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.11,815$393K0.06%+46113F-HRTimeline
RESTON WEALTH MANAGEMENT LLC11,702$389K0.13%-513F-HRTimeline
State of Wyoming11,648$387K0.04%+1,22113F-HRTimeline
Utah Retirement Systems11,500$382K<0.01%013F-HRTimeline
RHS Financial, LLC11,314$376K0.2%+3,11013F-HRTimeline
V2 Financial group LLC11,282$375K0.21%-4013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd10,810$360K0.02%new13F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding10,800$359K+186Timeline
J.W. COLE ADVISORS, INC.10,670$355K0.01%+9013F-HRTimeline
WESBANCO BANK INC10,589$352K0.01%-20013F-HRTimeline
HB Wealth Management, LLC10,502$349K<0.01%+4,00513F-HRTimeline
PFG Investments, LLC10,405$346K0.02%-2,19113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,199$339K0.01%-79113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC10,000$336K0.01%013F-HRTimeline
IMC-Chicago, LLC10,077$335K0.01%new13F-HRTimeline
Maryland State Retirement & Pension Sys…10,047$334K0.01%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY10,000$333K0.07%013F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…10,000$333K0.02%013F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…9,925$330K<0.01%+4,38113F-HRTimelineGroup
Belpointe Asset Management LLC9,857$328K0.01%+5113F-HRTimeline
FULLCIRCLE WEALTH LLC9,725$328K0.12%-4513F-HRTimeline
Corundum Trust Company, INC9,773$325K0.71%013F-HRTimeline
Investment Research Partners LLC9,785$325K0.15%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,590$319K<0.01%+38113F-HRTimelineGroup
Fulton Bank, N.A.9,555$318K0.01%-62113F-HRTimeline
LEUTHOLD GROUP, LLC9,454$314K0.03%-95,76113F-HRTimeline
Sequoia Financial Advisors, LLC9,452$314K<0.01%-13313F-HRTimeline
VISTA INVESTMENT PARTNERS LLC9,417$313K0.09%-53113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,386$312K0.01%-15813F-HRTimelineGroup
Avantax Planning Partners, Inc.9,213$306K0.01%013F-HRTimeline
MMA ASSET MANAGEMENT LLC9,181$305K0.1%+83413F-HRTimeline
GAMMA Investing LLC9,178$305K0.02%+66113F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.8,988$299K0.01%-19813F-HRTimelineGroup
CFS Investment Advisory Services, LLC8,693$293K0.02%-7713F-HRTimeline
Olympiad Research LP8,767$292K0.41%new13F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…8,681$289K<0.01%+6813F-HRTimelineGroup
CONNABLE OFFICE INC8,544$284K0.03%013F-HRTimeline
MIdWestOne Financial Group, Inc.8,482$282K0.03%new13F-HRTimeline
FORA Capital, LLC8,466$282K0.05%new13F-HRTimeline
Farther Finance Advisors, LLC8,458$281K<0.01%-39513F-HRTimeline
Chesley Taft & Associates LLC8,280$275K0.01%013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC8,252$274K0.01%-68113F-HRTimelineGroup
CERTUITY, LLC8,241$274K0.02%new13F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP8,111$270K0.02%new13F-HR/ATimeline
Accurate Wealth Management, LLC8,295$264K0.04%-1,37813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC7,921$263K<0.01%-158,61613F-HRTimelineGroup
Empowered Funds, LLC7,871$262K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC7,796$259K0.01%+3,20613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,702$256K0.01%+1513F-HRTimelineGroup
Family Manage LLC7,551$251K0.03%new13F-HRTimeline
Beirne Wealth Consulting Services, LLC7,464$251K0.06%+44013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC7,519$250K<0.01%new13F-HRTimeline
Ballentine Partners, LLC7,519$250K<0.01%+22313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,390$247K0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC7,322$244K0.06%new13F-HRTimeline
GROUP ONE TRADING LLC7,237$241K0.01%new13F-HRTimeline
DAVENPORT & Co LLC7,217$240K<0.01%+11513F-HRTimeline
Covestor Ltd7,163$238K0.13%+48513F-HRTimeline
Ellevest, Inc.7,067$235K0.03%new13F-HRTimeline
SYM FINANCIAL Corp7,057$235K0.03%-3613F-HRTimeline
Haverford Trust Co7,010$233K<0.01%-6113F-HRTimeline
Red Door Wealth Management, LLC6,966$232K0.02%013F-HRTimeline
Compound Planning, Inc.6,963$232K0.01%+1,28013F-HRTimeline
Sigma Planning Corp6,901$230K0.01%-86513F-HRTimeline
SIGNATUREFD, LLC6,848$228K<0.01%+1613F-HRTimeline
Partnership Wealth Management, LLC6,750$225K0.17%013F-HRTimeline
Linden Thomas Advisory Services, LLC6,672$222K0.02%-6413F-HRTimeline
BLAIR WILLIAM & CO/IL6,616$220K<0.01%+21313F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC6,610$220K0.07%-25213F-HRTimeline
Ellis Investment Partners, LLC6,520$217K0.04%-5813F-HRTimeline
MGO ONE SEVEN LLC6,498$216K<0.01%-26713F-HRTimeline
CIBC Asset Management Inc6,477$215K<0.01%013F-HRTimeline
Allworth Financial LP6,263$208K<0.01%+18513F-HRTimeline