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Disclosery

UGI UGI CORP NEW

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Stock (common), issuer CIK 884614

578 managers (597 13F filers) reported a position in UGI shares at 2026-03-31, 194,114,855 shares in all. 58 filers opened a position and 74 filers sold out during the quarter.

Managers
578
13F filers
597
New
58
Added
219
Reduced
199
Sold out
74
Shares held by filers
194,114,855

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CI INVESTMENTS INC.in group CI INVESTMENTS INC.48,923$1.78M0.01%-37713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP47,348$1.74M<0.01%+2,92213F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.47,128$1.73M0.3%new13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD45,384$1.65M<0.01%013F-HRTimeline
GSA CAPITAL PARTNERS LLP45,344$1.65M0.1%new13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding45,246$1.65M+406Timeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND44,026$1.6M0.02%+1,30013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.43,884$1.6M<0.01%13F-HRTimelineGroup
CHOREO, LLC43,443$1.6M0.02%+13,09513F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD42,800$1.56M0.05%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…42,378$1.54M0.1%+23,43913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,788$1.52M<0.01%-19713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth40,962$1.49M<0.01%+12,97313F-HRTimelineGroup
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…40,759$1.49M0.09%+9413F-HRTimelineGroup
Cornerstone Select Advisors, LLC40,124$1.46M0.91%+5,51513F-HRTimeline
Vestcor Inc39,754$1.45M0.04%-3,18913F-HRTimeline
Huntleigh Advisors, Inc.38,477$1.4M0.24%+1,94113F-HRTimeline
South Dakota Investment Council38,266$1.39M0.03%013F-HRTimeline
CPC Advisors, LLC37,789$1.38M0.22%+3,71813F-HRTimeline
Applied Finance Capital Management, LLC37,506$1.37M0.1%-1,11113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP37,984$1.36M<0.01%+3,81213F-HRTimelineGroup
Argyle Capital Management, LLC37,024$1.35M0.44%+15013F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC35,232$1.28M<0.01%-44,05313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC34,691$1.26M<0.01%-2,75913F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC34,597$1.26M<0.01%-43,18513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,322$1.23M<0.01%-7,72613F-HRTimeline
Abundance Wealth Counselors33,427$1.22M0.17%-1,18713F-HRTimeline
Pacer Advisors, Inc.32,665$1.19M<0.01%+6,96713F-HR/ATimeline
Advisory Services Network, LLC31,635$1.15M0.02%-3,61513F-HRTimeline
CastleKnight Management LP31,600$1.15M0.05%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA31,039$1.13M0.01%-8713F-HRTimelineGroup
BCM ADVISORS, LLC32,225$1.12M0.22%013F-HRTimeline
Nordwand Advisors, LLC30,600$1.11M0.19%013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP30,448$1.11M0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC30,103$1.1M<0.01%-5,57013F-HRTimelineGroup
AXQ CAPITAL, LP29,564$1.08M0.14%-16,44713F-HRTimeline
Mork Capital Management, LLC29,360$1.07M0.76%-6,34013F-HRTimeline
XPONANCE LLC29,293$1.07M0.01%+5,47013F-HRTimeline
Loudon Investment Management, LLC29,285$1.07M0.57%-6,30013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO29,093$1.06M0.02%-1,33613F-HRTimeline
Merit Financial Group, LLC28,785$1.05M0.01%+42013F-HRTimeline
CHASE INVESTMENT COUNSEL CORP28,663$1.04M0.27%013F-HRTimeline
INCEPTIONR LLC28,421$1.04M0.25%+12,25313F-HRTimeline
Summit Trail Advisors, LLC28,335$1.03M0.01%+8,60213F-HRTimeline
Investors Research Corp27,875$1.02M0.19%-1,40013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC27,036$994K0.07%-22213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.27,269$993K<0.01%-65813F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC26,820$977K0.01%-2,42213F-HRTimeline
Csenge Advisory Group26,078$950K0.04%+1,66513F-HRTimeline
Nilsine Partners, LLC25,054$933K0.07%+3,15713F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC25,087$914K0.01%-2,00013F-HRTimelineGroup
SummitTX Capital, L.P.24,965$909K0.03%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,428$890K<0.01%+2,93513F-HRTimelineGroup
Measured Wealth Private Client Group, L…24,329$886K0.24%-7613F-HRTimeline
Atria Investments, Inc24,247$883K0.01%-1,38913F-HRTimeline
Clear Harbor Asset Management, LLC22,782$830K0.06%013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…22,320$813K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC22,198$808K0.01%-2,96113F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC22,117$806K<0.01%new13F-HRTimelineGroup
State of Alaska, Department of Revenue21,776$793K0.01%+48513F-HRTimeline
MML INVESTORS SERVICES, LLC21,723$791K<0.01%-1,92513F-HRTimeline
STOREBRAND ASSET MANAGEMENT AS21,600$787K<0.01%013F-HRTimeline
Fieldview Capital Management, LLC21,521$784K0.23%new13F-HRTimeline
Global Financial Private Client, LLC21,441$781K0.26%+83013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC21,102$769K<0.01%-410,15313F-HRTimeline
LANARK FINANCIAL, INC.20,220$736K0.06%+12713F-HRTimeline
Live Oak Investment Partners20,205$736K0.43%+2,12413F-HRTimeline
CWM, LLCin group CWM, LLC19,725$718K<0.01%+28213F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC19,348$705K<0.01%-69613F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…19,251$701K<0.01%+2,80013F-HRTimelineGroup
Cambria Investment Management, L.P.19,184$699K0.04%+1,94113F-HRTimeline
Centiva Capital, LP19,052$694K0.03%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC18,849$686K0.12%+1,26513F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP18,541$669K0.04%-51,33413F-HRTimeline
FIL Ltdin group FIL Ltd18,266$665K<0.01%-67,89813F-HRTimelineGroup
Prospera Financial Services Inc18,196$663K0.01%+5,25313F-HRTimeline
Wealthspire Advisors, LLC17,718$645K0.01%-2,28313F-HRTimeline
WESBANCO BANK INC17,689$644K0.02%+9,90013F-HRTimeline
EP Wealth Advisors, LLC17,656$643K<0.01%-1,02513F-HRTimeline
Asset Management One Co., Ltd.17,624$642K<0.01%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,553$639K0.02%+1,71613F-HRTimelineGroup
Apella Capital, LLC17,222$633K0.01%-39013F-HRTimeline
ARGA Investment Management, LP17,112$623K0.02%-11,78013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK16,923$616K<0.01%+1,01513F-HRTimelineGroup
DekaBank Deutsche Girozentrale16,635$616K<0.01%013F-HRTimeline
ARISTEIA CAPITAL, L.L.C.16,789$611K0.01%new13F-HRTimeline
denkapparat Operations GmbH16,508$601K0.25%013F-HRTimeline
AVIVA PLCin group AVIVA PLC16,507$601K<0.01%+28113F-HRTimelineGroup
&PARTNERS16,298$594K<0.01%-4,82713F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…16,042$590K0.01%+76813F-HRTimelineGroup
Catalyst Funds Management Pty Ltd16,033$584K0.1%new13F-HRTimeline
Dynamic Technology Lab Private Ltd16,029$584K0.09%+7,57313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,027$584K<0.01%-115,06613F-HRTimelineGroup
Integrated Wealth Concepts LLC15,969$582K<0.01%new13F-HRTimeline
AE Wealth Management LLC15,951$581K<0.01%+1,36913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC15,821$576K0.02%+15813F-HRTimeline
Farther Finance Advisors, LLC15,941$575K0.01%+3,83113F-HRTimeline
RD Lewis Holdings, Inc.14,686$564K0.49%-30013F-HRTimeline
Sequoia Financial Advisors, LLC14,960$545K<0.01%-1,10413F-HRTimeline
Waverly Advisors, LLC14,953$545K<0.01%+1,14713F-HRTimeline
Triad Wealth Partners, LLC14,853$541K0.04%+64213F-HRTimeline
Alpha Omega Wealth Management LLC14,775$538K0.09%-1913F-HRTimeline
Carnegie Investment Counsel14,294$521K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…14,095$513K<0.01%-2,85413F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC13,957$508K0.03%-7,05313F-HRTimeline
Family Manage LLC13,192$480K0.06%+2,21613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,008$474K0.01%+5,98513F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.12,999$473K0.05%-61713F-HRTimeline
Horizon Investment Services, LLC12,958$472K0.16%-1,18913F-HRTimeline
Qsemble Capital Management, LP12,838$468K0.04%-23,43513F-HRTimeline
QUADRANT CAPITAL GROUP LLC12,725$463K0.01%-1213F-HR/ATimeline
HARRELL INVESTMENT PARTNERS, LLC12,613$459K0.11%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,434$453K0.01%+2,59213F-HR/ATimelineGroup
Private Advisor Group, LLC12,148$442K<0.01%-7,79713F-HRTimeline
First Eagle Investment Management, LLCin group First Eagle Investment Manage…11,701$426K<0.01%+3,02013F-HR/ATimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC11,575$422K<0.01%new13F-HRTimelineGroup
MIRABELLA FINANCIAL SERVICES LLP11,562$421K0.04%-9,30913F-HRTimeline
Utah Retirement Systems11,500$419K<0.01%013F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS11,489$418K<0.01%new13F-HRTimelineGroup
RHS Financial, LLC11,423$416K0.2%-40613F-HRTimeline
V2 Financial group LLC11,252$410K0.19%+1013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,829$394K<0.01%-513F-HRTimelineGroup
IFP Advisors, Inc10,670$389K0.01%-1,84313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.10,652$388K<0.01%new13F-HRTimelineGroup
RESTON WEALTH MANAGEMENT LLC10,511$383K0.12%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT10,398$379K<0.01%-4,86413F-HRTimeline
Forvis Mazars Wealth Advisors, LLC10,358$377K0.01%+21213F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC10,176$371K0.02%+10,05413F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…10,145$369K0.01%-2,40913F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC10,000$368K0.01%013F-HRTimeline
Maryland State Retirement & Pension Sys…10,047$366K0.01%013F-HRTimeline
Fulton Bank, N.A.10,047$366K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.10,038$366K<0.01%-44,44413F-HRTimeline
NEEDHAM INVESTMENT MANAGEMENT LLCin group NEEDHAM INVESTMENT MANAGEMENT…10,000$364K0.02%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\9,981$364K<0.01%-2,01113F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,959$363K0.03%new13F-HRTimelineGroup
GAMMA Investing LLC9,818$358K0.02%+69413F-HRTimeline
Corundum Trust Company, INC9,773$356K0.81%new13F-HRTimeline
Trexquant Investment LP9,522$347K<0.01%-207,77213F-HRTimeline
Investment Research Partners LLC9,507$346K0.14%-11913F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …9,392$342K0.19%new13F-HRTimeline
LEUTHOLD GROUP, LLC9,276$338K0.04%-27713F-HRTimeline
MMA ASSET MANAGEMENT LLC9,211$335K0.12%-25613F-HRTimeline
MGO ONE SEVEN LLC9,184$334K0.01%+2,85113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…9,153$333K<0.01%-80113F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.9,100$331K0.01%-45013F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.8,827$321K<0.01%new13F-HRTimeline
CFS Investment Advisory Services, LLC8,693$320K0.02%-1313F-HRTimeline
HB Wealth Management, LLC8,757$319K<0.01%+1,08313F-HRTimeline
ProShare Advisors LLC8,608$314K<0.01%-979,81713F-HRTimeline
Chesley Taft & Associates LLC8,280$302K0.01%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,000$291K0.06%013F-HRTimeline
Compound Planning, Inc.7,848$286K0.01%-22113F-HRTimeline
CONNABLE OFFICE INC7,833$285K0.03%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC7,776$283K<0.01%+1,43013F-HRTimelineGroup
Ellis Investment Partners, LLC7,743$282K0.05%+1,06713F-HRTimeline
Arkadios Wealth Advisors7,731$282K<0.01%new13F-HRTimeline
Belpointe Asset Management LLC7,541$275K0.01%-2,07113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC7,437$272K0.01%+63913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,340$270K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,409$270K<0.01%-92513F-HRTimelineGroup
Accurate Wealth Management, LLC6,948$264K0.03%-3,29013F-HRTimeline
Sterling Capital Management LLC7,214$263K<0.01%-13,96413F-HRTimeline
SHELTON CAPITAL MANAGEMENT7,208$263K0.01%new13F-HRTimeline
Beirne Wealth Consulting Services, LLC7,024$258K0.07%013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd7,071$258K0.01%new13F-HRTimelineGroup
CFO4Life Group, LLC7,046$257K0.04%-60413F-HRTimeline
Ballentine Partners, LLC7,036$256K<0.01%-19113F-HRTimeline
SYM FINANCIAL Corp7,016$256K0.03%-2413F-HRTimeline
Haverford Trust Co7,010$255K<0.01%013F-HRTimeline
Red Door Wealth Management, LLC6,966$254K0.03%013F-HRTimeline
Perigon Wealth Management, LLC6,948$253K<0.01%+42513F-HRTimeline
SIGNATUREFD, LLC6,863$250K<0.01%+513F-HRTimeline
Entropy Technologies, LP6,839$249K0.01%-65,51313F-HRTimeline
Partnership Wealth Management, LLC6,750$246K0.19%013F-HRTimeline
Brooklyn Investment Group6,735$245K0.01%+1,24613F-HRTimeline
EntryPoint Capital, LLC6,677$243K0.07%013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC6,610$241K0.08%013F-HRTimeline
Smartleaf Asset Management LLC6,560$241K0.01%-15413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP6,588$240K<0.01%-3,17213F-HRTimelineGroup
Sigma Planning Corp6,548$239K0.01%+71413F-HRTimeline
DAVENPORT & Co LLC6,519$237K<0.01%-69813F-HRTimeline
CIBC Asset Management Inc6,477$236K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …6,440$235K0.01%-39,44613F-HRTimelineGroup
PFG Investments, LLC6,449$235K0.01%-2,31313F-HRTimeline
Linden Thomas Advisory Services, LLC6,421$234K0.02%-16713F-HRTimeline
UMB Bank, n.a.6,358$232K<0.01%-13813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HBK Sorce Advisory LLC7,123$230K<0.01%+6913F-HRTimeline
North Dakota State Investment Board6,286$229K0.01%-1,30713F-HRTimeline
Vise Technologies, Inc.6,112$229K<0.01%013F-HRTimeline
Avior Wealth Management, LLC6,215$226K0.01%new13F-HRTimeline
BEACON FINANCIAL GROUP6,169$225K0.02%-5,49613F-HRTimeline
INVESTED ADVISORS6,147$224K0.23%-9813F-HRTimeline
BFSG, LLC6,037$220K0.02%+5013F-HRTimeline
Graham Capital Management, L.P.6,019$219K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,014$219K<0.01%-213F-HRTimelineGroup
Parallel Advisors, LLC6,011$219K<0.01%+1,01913F-HR/ATimeline
JFS WEALTH ADVISORS, LLC5,923$216K0.01%-913F-HRTimeline
Avantax Planning Partners, Inc.5,740$209K0.01%-9,21313F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP5,731$209K0.02%new13F-HRTimelineGroup