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Disclosery

UGI UGI CORP NEW

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Stock (common), issuer CIK 884614

599 managers (613 13F filers) reported a position in UGI shares at 2025-12-31, 199,319,468 shares in all. 82 filers opened a position and 46 filers sold out during the quarter.

Managers
599
13F filers
613
New
82
Added
205
Reduced
206
Sold out
46
Shares held by filers
199,319,468

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
D.A. DAVIDSON & CO.54,482$2.04M0.01%+5,60113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC54,041$2.03M0.01%-2,27313F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…53,783$2.01M0.01%-1,37713F-HRTimeline
NewEdge Wealth, LLC51,664$1.93M0.02%+6,39813F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM50,758$1.9M0.01%-40013F-HRTimeline
RBF Capital, LLC50,000$1.87M0.09%-10,00013F-HR/ATimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding49,562$1.86M-674Timeline
Jump Financial, LLCin group Jump Financial, LLC49,455$1.85M0.02%new13F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.49,300$1.85M0.01%-8113F-HRTimelineGroup
Jacobi Capital Management LLC49,148$1.84M0.11%+33513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC46,982$1.76M0.01%+2,68913F-HRTimeline
PINEBRIDGE INVESTMENTS LLC46,712$1.75M0.01%13F-HR/ATimeline
AXQ CAPITAL, LP46,011$1.72M0.39%+22,92013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD45,384$1.7M<0.01%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC45,309$1.7M0.18%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding44,840$1.68M+2,046Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP44,426$1.66M<0.01%+27,78813F-HRTimelineGroup
Oak Thistle LLC43,433$1.63M0.23%-42,97413F-HRTimeline
Vestcor Inc42,943$1.61M0.05%-3,75313F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD42,800$1.6M0.05%013F-HRTimeline
Aventail Capital Group, LP42,732$1.6M0.09%-220,72413F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND42,726$1.6M0.02%-60013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,985$1.57M<0.01%-11,64013F-HRTimelineGroup
Kendall Capital Management41,690$1.56M0.33%+2,77013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV40,942$1.53M<0.01%+7,70713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,048$1.53M<0.01%+4,05113F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…40,665$1.52M0.08%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,979$1.5M<0.01%-17,25013F-HRTimelineGroup
Baker Avenue Asset Management, LP39,917$1.49M0.03%-6,34113F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …45,886$1.48M0.06%013F-HRTimelineGroup
Convergence Investment Partners, LLC39,131$1.46M0.29%+5,70813F-HRTimeline
Applied Finance Capital Management, LLC38,617$1.45M0.1%+8,34313F-HRTimeline
South Dakota Investment Council38,266$1.43M0.03%-21,50013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC37,450$1.4M0.01%new13F-HRTimelineGroup
Argyle Capital Management, LLC36,874$1.38M0.46%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…36,657$1.37M0.03%+17,83013F-HRTimelineGroup
Huntleigh Advisors, Inc.36,536$1.37M0.23%+21013F-HRTimeline
Qsemble Capital Management, LP36,273$1.36M0.11%new13F-HRTimeline
Mork Capital Management, LLC35,700$1.34M0.82%013F-HRTimeline
Mariner, LLCin group Mariner, LLC35,673$1.33M<0.01%+15,75813F-HRTimelineGroup
Loudon Investment Management, LLC35,585$1.33M0.7%-11,35013F-HRTimeline
Advisory Services Network, LLC35,250$1.32M0.02%-7,00113F-HRTimeline
Abundance Wealth Counselors34,614$1.3M0.22%+87013F-HRTimeline
Cornerstone Select Advisors, LLC34,609$1.3M0.9%+13,09013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP34,172$1.28M<0.01%-4,27813F-HR/ATimelineGroup
CPC Advisors, LLC34,071$1.28M0.13%+3,17313F-HRTimeline
BCM ADVISORS, LLC32,225$1.25M0.24%013F-HRTimeline
CastleKnight Management LP31,600$1.18M0.07%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA31,126$1.17M0.01%13F-HRTimelineGroup
CHOREO, LLC30,348$1.16M0.01%-69613F-HRTimeline
AlphaQuest LLC30,610$1.15M0.06%-96,48613F-HRTimeline
Nordwand Advisors, LLC30,600$1.15M0.2%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO30,429$1.14M0.02%+81213F-HRTimeline
Investors Research Corp29,275$1.1M0.2%-30013F-HRTimeline
GREAT LAKES ADVISORS, LLC29,242$1.09M0.01%-11,74013F-HRTimeline
ARGA Investment Management, LP28,892$1.08M0.03%-11,24713F-HRTimeline
CHASE INVESTMENT COUNSEL CORP28,663$1.07M0.3%-1,57613F-HRTimeline
Merit Financial Group, LLC28,365$1.06M0.01%+2,06313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth27,989$1.05M<0.01%+7,95713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.27,927$1.05M<0.01%-29413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/27,879$1.04M<0.01%-48013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC27,258$1.03M0.08%+713F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC27,087$1.01M0.01%new13F-HRTimelineGroup
SIERRA SUMMIT ADVISORS LLC26,443$990K0.15%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC26,354$986K0.26%+8,41113F-HRTimelineGroup
Pacer Advisors, Inc.25,698$962K<0.01%-11,63513F-HR/ATimeline
Atria Investments, Inc25,636$960K0.01%-14,03813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC25,159$942K0.01%+1,80613F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP24,442$915K<0.01%new13F-HRTimelineGroup
Csenge Advisory Group24,413$914K0.04%+3,68913F-HRTimeline
Measured Wealth Private Client Group, L…24,405$913K0.24%+46113F-HRTimeline
XPONANCE LLC23,823$892K0.01%-3,99613F-HRTimeline
MML INVESTORS SERVICES, LLC23,648$885K<0.01%+4,08113F-HRTimeline
Clear Harbor Asset Management, LLC22,782$853K0.06%-75013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…22,320$835K<0.01%013F-HRTimeline
Nilsine Partners, LLC21,897$820K0.07%+1,21913F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS21,600$808K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,493$804K<0.01%+2,08513F-HRTimelineGroup
State of Alaska, Department of Revenue21,291$796K0.01%-2,20013F-HRTimeline
Sterling Capital Management LLC21,178$793K0.01%-54713F-HRTimeline
&PARTNERS21,125$791K<0.01%+3,26413F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC21,010$786K0.05%013F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP20,871$781K0.08%+12,76013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,832$780K<0.01%+7,88413F-HRTimelineGroup
Global Financial Private Client, LLC20,611$771K0.27%+1913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC20,044$756K<0.01%-156,73213F-HRTimelineGroup
LANARK FINANCIAL, INC.20,093$752K0.06%+513F-HRTimeline
Wealthspire Advisors, LLC20,001$749K0.01%-4,93113F-HRTimeline
Private Advisor Group, LLC19,945$747K<0.01%+6,67913F-HRTimeline
Summit Trail Advisors, LLC19,733$744K0.01%-4,30413F-HRTimeline
CWM, LLCin group CWM, LLC19,443$728K<0.01%+1,37113F-HRTimelineGroup
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd19,133$716K0.26%new13F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…18,939$709K0.05%new13F-HRTimelineGroup
EP Wealth Advisors, LLC18,681$699K<0.01%13F-HRTimeline
Live Oak Investment Partners18,081$677K0.42%+2,89313F-HRTimeline
Asset Management One Co., Ltd.17,624$670K<0.01%new13F-HRTimeline
Apella Capital, LLC17,612$659K0.01%+413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC17,584$658K0.11%new13F-HRTimeline
Cambria Investment Management, L.P.17,243$645K0.04%+2813F-HRTimeline
SIMPLEX TRADING, LLC16,971$635K0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…16,949$634K<0.01%+2,57213F-HRTimeline
Bridgefront Capital, LLC16,944$634K0.16%-4,62013F-HRTimeline
denkapparat Operations GmbH16,508$618K0.34%013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…16,451$616K<0.01%+6,52613F-HRTimelineGroup
Versor Investments LP16,438$615K0.1%-33,62613F-HRTimeline
IFG Advisory, LLC16,263$609K0.03%-1,30513F-HRTimeline
AVIVA PLCin group AVIVA PLC16,226$607K<0.01%-24913F-HRTimelineGroup
INCEPTIONR LLC16,168$605K0.17%new13F-HRTimeline
Sequoia Financial Advisors, LLC16,064$601K<0.01%+6,61213F-HRTimeline
Burns Matteson Capital Management, LLC16,029$600K0.24%new13F-HRTimeline
RD Lewis Holdings, Inc.14,986$600K0.51%+2,00013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK15,908$595K<0.01%-2,11813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC15,837$593K0.02%new13F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC15,663$586K0.02%-43313F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…15,274$577K0.01%new13F-HRTimelineGroup
Crossmark Global Holdings, Inc.15,310$573K0.01%-90513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT15,262$571K<0.01%-20,33813F-HRTimeline
Avantax Planning Partners, Inc.14,953$560K0.02%+5,74013F-HRTimeline
Alpha Omega Wealth Management LLC14,794$554K0.09%-3613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,732$551K<0.01%+2,74013F-HRTimelineGroup
AE Wealth Management LLC14,582$546K<0.01%-2,64713F-HRTimeline
Carnegie Investment Counsel14,294$535K0.01%013F-HRTimeline
Triad Wealth Partners, LLC14,211$532K0.05%new13F-HRTimeline
Horizon Investment Services, LLC14,147$530K0.19%+40113F-HRTimeline
Tevis Investment Management15,520$522K0.31%013F-HRTimeline
Waverly Advisors, LLC13,806$517K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.13,616$510K0.06%13F-HRTimeline
Global Retirement Partners, LLC13,218$495K0.01%+5,42213F-HRTimeline
WRIGHT INVESTORS SERVICE INC13,167$493K0.15%+67913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prospera Financial Services Inc12,943$485K0.01%-44313F-HRTimeline
QUADRANT CAPITAL GROUP LLC12,737$477K0.01%-4,92413F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…12,554$470K0.02%+4213F-HRTimelineGroup
IFP Advisors, Inc12,513$468K0.01%+38013F-HRTimeline
DekaBank Deutsche Girozentrale16,635$465K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC12,110$453K<0.01%+3,65213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,992$449K<0.01%+16513F-HRTimelineGroup
RHS Financial, LLC11,829$443K0.22%+51513F-HRTimeline
BEACON FINANCIAL GROUP11,665$437K0.04%-91113F-HRTimeline
Utah Retirement Systems11,500$430K<0.01%013F-HRTimeline
V2 Financial group LLC11,242$421K0.21%-4013F-HRTimeline
EMC Capital Management11,109$416K0.18%-1,96013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS11,028$413K<0.01%-20,30213F-HRTimeline
Family Manage LLC10,976$411K0.05%+3,42513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,834$406K<0.01%+8,46113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,817$405K<0.01%+6,91213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding10,735$402K-65Timeline
J.W. COLE ADVISORS, INC.10,615$397K0.01%-5513F-HRTimeline
RESTON WEALTH MANAGEMENT LLC10,511$393K0.12%-1,19113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,184$381K0.01%+2,48213F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC10,146$380K0.01%-5313F-HRTimeline
Accurate Wealth Management, LLC10,238$380K0.05%+1,94313F-HRTimeline
Elevated Capital Advisors, LLC10,106$378K0.09%+2,78413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC10,000$378K0.01%013F-HRTimeline
Fulton Bank, N.A.10,047$376K0.01%+49213F-HRTimeline
Maryland State Retirement & Pension Sys…10,047$376K0.01%013F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…10,000$374K0.02%013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,954$373K<0.01%new13F-HRTimelineGroup
Sciencast Management LP9,942$372K0.05%-27,94513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,842$368K0.01%+45613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,760$365K<0.01%+17013F-HRTimelineGroup
Investment Research Partners LLC9,626$360K0.15%-15913F-HRTimeline
Belpointe Asset Management LLC9,612$360K0.01%-24513F-HRTimeline
LEUTHOLD GROUP, LLC9,553$358K0.04%+9913F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.9,550$357K0.02%+56213F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC9,467$354K0.13%+28613F-HRTimeline
ExodusPoint Capital Management, LP9,464$354K<0.01%new13F-HRTimeline
GAMMA Investing LLC9,124$342K0.02%-5413F-HRTimeline
Arax Advisory Partners9,020$338K0.01%+5,33913F-HRTimeline
PFG Investments, LLC8,762$328K0.02%-1,64313F-HRTimeline
CFS Investment Advisory Services, LLC8,706$326K0.02%+1313F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…8,681$325K<0.01%013F-HRTimelineGroup
Moran Wealth Management, LLC8,522$319K0.01%-4,38713F-HRTimeline
Dynamic Technology Lab Private Ltd8,456$317K0.07%-37,53213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,334$312K<0.01%+3,77913F-HR/ATimelineGroup
Chesley Taft & Associates LLC8,280$310K0.01%013F-HRTimeline
CERTUITY, LLC8,224$308K0.02%-1713F-HRTimeline
Compound Planning, Inc.8,069$302K0.01%+1,10613F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC8,038$301K0.02%-21413F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,000$299K0.06%-2,00013F-HRTimeline
CONNABLE OFFICE INC7,833$293K0.03%-71113F-HRTimeline
WESBANCO BANK INC7,789$292K0.01%-2,80013F-HRTimeline
HB Wealth Management, LLC7,674$287K<0.01%-2,82813F-HRTimeline
CFO4Life Group, LLC7,650$286K0.04%-6,61113F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC7,605$285K<0.01%new13F-HRTimelineGroup
North Dakota State Investment Board7,593$284K0.01%13F-HRTimeline
WEXFORD CAPITAL LP7,289$273K0.07%+1,88013F-HRTimeline
Ballentine Partners, LLC7,227$271K<0.01%-29213F-HRTimeline
DAVENPORT & Co LLC7,217$270K<0.01%013F-HRTimeline
Beirne Wealth Consulting Services, LLC7,024$266K0.08%-44013F-HRTimeline
SYM FINANCIAL Corp7,040$264K0.03%-1713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,023$263K0.01%+1,04713F-HRTimelineGroup
Haverford Trust Co7,010$262K<0.01%013F-HRTimeline
Verition Fund Management LLC7,000$262K<0.01%-43,17113F-HRTimeline
HBK Sorce Advisory LLC7,054$262K0.01%-5,51813F-HRTimeline
Red Door Wealth Management, LLC6,966$261K0.03%013F-HRTimeline
SIGNATUREFD, LLC6,858$257K<0.01%+1013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,798$256K0.01%-59213F-HRTimeline
Smartleaf Asset Management LLC6,714$253K0.01%+4,68713F-HRTimeline
Partnership Wealth Management, LLC6,750$253K0.18%013F-HRTimeline
Farringdon Capital, Ltd.6,703$251K0.06%new13F-HRTimeline