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Disclosery

UGI UGI CORP NEW

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Stock (common), issuer CIK 884614

607 managers (625 13F filers) reported a position in UGI shares at 2026-06-30, 203,181,362 shares in all. 93 filers opened a position and 66 filers sold out during the quarter.

Managers
607
13F filers
625
New
93
Added
253
Reduced
170
Sold out
66
Shares held by filers
203,181,362

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Sterling Capital Management LLC6,464$223K<0.01%-75013F-HRTimeline
PFG Investments, LLC6,454$223K0.01%+513F-HRTimeline
Allworth Financial LP6,431$222K<0.01%+1,15613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT6,411$221K<0.01%-3,98713F-HRTimeline
North Dakota State Investment Board6,395$221K0.01%+10913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,210$220K<0.01%new13F-HRTimelineGroup
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …6,359$220K0.01%-8113F-HRTimelineGroup
Sigma Planning Corp6,280$217K0.01%-26813F-HRTimeline
INVESTED ADVISORS6,218$215K0.19%+7113F-HRTimeline
Nykredit A/Sin group Nykredit A/S6,135$212K<0.01%13F-HR/ATimelineGroup
AlphaCore Capital LLC6,085$211K<0.01%new13F-HRTimeline
OP Asset Management Ltd6,112$211K<0.01%+1,15313F-HRTimeline
Optas, LLC6,057$209K0.03%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,031$208K<0.01%+1713F-HRTimelineGroup
Stone House Investment Management, LLC5,983$207K0.03%+39713F-HRTimeline
Avail Investment Partners, LLC5,950$206K0.16%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC5,944$205K0.01%+2113F-HRTimeline
Quartz Partners, LLC5,865$203K0.07%new13F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP5,731$198K0.02%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.5,485$188K0.05%+2,00013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,435$188K<0.01%+12813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Eurizon Capital SGR S.p.A.5,285$185K<0.01%013F-HRTimeline
New Age Alpha Advisors, LLC4,953$171K0.01%013F-HRTimeline
Parallel Advisors, LLC4,948$171K<0.01%-1,06313F-HRTimeline
Measured Wealth Private Client Group, L…4,813$166K0.04%-19,51613F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …4,715$163K<0.01%-92913F-HRTimelineGroup
CERTUITY, LLC4,562$158K0.01%+21613F-HRTimeline
Essential Partners LLC4,076$141K0.06%+3,73613F-HRTimeline
Quantum Portfolio Management LLC3,894$134K0.05%-1,68513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,805$131K<0.01%-7,02413F-HRTimelineGroup
Hartford Financial Management Inc.3,754$130K0.03%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,600$124K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.3,439$119K<0.01%+513F-HRTimeline
Larson Financial Group LLC3,263$113K<0.01%-36513F-HRTimeline
Blue Trust, Inc.3,254$112K<0.01%+37313F-HRTimeline
Private Wealth Asset Management, LLC3,200$111K0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,050$105K<0.01%013F-HRTimeline
Security National Bank3,018$104K0.01%013F-HRTimeline
SITTNER & NELSON, LLC2,991$103K0.03%013F-HRTimeline
Quent Capital, LLC2,597$89.7K0.01%+19613F-HRTimeline
Bayforest Capital Ltd2,461$85K0.08%+1,97413F-HRTimeline
Vision Retirement, LLC2,436$84.1K0.02%+2513F-HRTimeline
Employees Retirement System of Texas2,433$84K<0.01%+1,41413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,248$78K<0.01%+15013F-HRTimelineGroup
AdvisorNet Financial, Inc2,204$76.1K<0.01%+1213F-HRTimeline
Aquatic Capital Management LLC2,175$75.1K<0.01%new13F-HRTimeline
Persistent Asset Partners Ltd2,065$71.3K0.02%new13F-HRTimeline
State of Wyoming2,058$71.1K0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,000$69.1K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC2,000$69K0.01%+3213F-HRTimeline
Fairman Group, LLC1,785$62.3K0.05%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,800$62.2K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,765$61K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,715$59.2K<0.01%-16013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.1,693$58.5K0.01%-11,30613F-HR/ATimeline
CENTRAL TRUST Co1,596$55.1K<0.01%+1413F-HRTimeline
DUNCKER STREETT & CO INC1,500$51.8K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$51.8K0.01%013F-HRTimelineGroup
Quintet Private Bank (Europe) S.A.1,500$51.8K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC1,455$50.3K<0.01%new13F-HRTimeline
Planning Strategies Inc.1,365$47.1K0.03%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,360$47K0.03%013F-HRTimeline
True Wealth Design, LLC1,337$46.2K0.01%+77613F-HRTimeline
Graticule Asia Macro Advisors LLC1,296$44.8K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC1,275$44K0.04%013F-HRTimeline
Versant Capital Management, Inc1,268$43.8K<0.01%+39713F-HRTimeline
FIRST HORIZON CORP1,262$43.6K<0.01%new13F-HRTimeline
Bare Financial Services, Inc1,232$42.6K0.01%013F-HRTimeline
Aberdeen Wealth Management LLC1,210$41.8K0.02%new13F-HRTimeline
Deseret Mutual Benefit Administrators1,175$40.6K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,132$39.1K<0.01%+1,05713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,102$38.1K<0.01%013F-HRTimeline
Continuum Advisory, LLC1,064$36.8K<0.01%new13F-HRTimeline
Kimelman & Baird, LLC1,050$36.3K<0.01%013F-HR/ATimeline
FLAGSHIP WEALTH ADVISORS, LLC1,049$36.2K0.01%+26613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,014$35K<0.01%013F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,003$34.6K<0.01%+9013F-HRTimeline
Princeton Global Asset Management LLC1,000$34.5K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.992$34.3K<0.01%+96013F-HRTimeline
Caitlin John, LLC979$33.8K0.02%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.969$33.5K<0.01%-9713F-HRTimeline
WPG Advisers, LLC945$32.6K0.02%+12313F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC939$32.4K<0.01%013F-HRTimeline
CX Institutional930$32K<0.01%+1013F-HRTimeline
Altshuler Shaham Ltd922$31.8K<0.01%+4213F-HRTimeline
ENTRUST FINANCIAL LLC916$31.6K0.02%013F-HRTimeline
LRI Investments, LLC892$30.8K<0.01%+10613F-HRTimeline
Golden State Wealth Management, LLC854$29.5K<0.01%-40413F-HRTimeline
Manchester Capital Management LLC818$28.3K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…804$27.6K<0.01%+34613F-HRTimeline
Cassaday & Co Wealth Management LLC787$27.2K<0.01%013F-HRTimeline
Caldwell Trust Co741$25.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust724$25K<0.01%+32213F-HRTimeline
Heritage Wealth Advisors720$24.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA699$24.1K<0.01%013F-HRTimeline
Bogart Wealth, LLC673$23.2K<0.01%-4213F-HRTimeline
ALERUS FINANCIAL NA645$22.3K<0.01%013F-HRTimeline
Asset Dedication, LLC642$22.2K<0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management628$21.7K<0.01%new13F-HRTimelineGroup
Morton Brown Family Wealth, LLC627$21.7K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.625$21.6K<0.01%013F-HRTimeline
WHITTIER TRUST CO600$21K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank595$20.6K0.01%013F-HRTimelineGroup
William B. Walkup & Associates, Inc.560$19.3K0.01%new13F-HRTimeline
Fortis Group Advisors, LLC515$17.8K<0.01%013F-HRTimeline
MATHER GROUP, LLC.504$17.4K<0.01%-21213F-HRTimeline
Elevated Capital Advisors, LLC499$17.3K<0.01%-16113F-HRTimeline
Covestor Ltd511$17K0.01%-3813F-HRTimeline
Clearstead Trust, LLC429$14.8K<0.01%+7813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC389$13.4K<0.01%+27113F-HRTimelineGroup
Owl Creek Wealth Partners LLC385$13.3K<0.01%013F-HRTimeline
MCF Advisors LLC380$13.1K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC400$13K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC367$12.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.365$12.6K<0.01%013F-HRTimeline
CoreCap Advisors, LLC364$12.6K<0.01%-2,01513F-HRTimeline
Financial Management Professionals, Inc.320$11.2K<0.01%+313F-HRTimeline
Estabrook Capital Management322$11.1K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.310$10.7K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…307$10.6K<0.01%+13613F-HRTimeline
JNBA Financial Advisors266$9.19K<0.01%-2813F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC254$8.96K<0.01%-3,30513F-HRTimeline
Steigerwald, Gordon & Koch Inc.254$8.78K<0.01%013F-HRTimeline
Nemes Rush Group LLC239$8.26K<0.01%+20013F-HRTimeline
CVA Family Office, LLC236$8.15K<0.01%-1613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV244$8K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC217$7.5K<0.01%+16813F-HRTimeline
Community Financial Services Group, LLC216$7.42K<0.01%013F-HRTimeline
Triumph Capital Management203$7.01K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…195$6.74K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC191$6.6K<0.01%new13F-HRTimeline
Rossby Financial, LCC190$6.56K<0.01%-27513F-HRTimeline
Prestige Wealth Management Group LLC175$6.11K<0.01%+713F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS177$6.04K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC163$5.63K<0.01%-413F-HRTimeline
Wealth Enhancement Trust Services, Inc.162$5.59K<0.01%new13F-HR/ATimeline
Bell Investment Advisors, Inc140$4.84K<0.01%-113F-HRTimeline
Ares Financial Consulting, LLC137$4.73K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC134$4.63K<0.01%-9513F-HRTimeline
Paladin Partners, LLC130$4.49K<0.01%013F-HRTimeline
Addison Advisors LLC120$4.14K<0.01%-20613F-HRTimeline
Cedar Mountain Advisors, LLC116$4.01K<0.01%013F-HRTimeline
J.Safra Asset Management Corp110$3.8K<0.01%013F-HRTimeline
West Financial Advisors, LLC105$3.64K<0.01%+113F-HRTimeline
Fortitude Family Office, LLC105$3.63K<0.01%-3213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC98$3.39K<0.01%+113F-HRTimeline
GW&K Investment Management, LLC88$3K<0.01%new13F-HRTimeline
BAYBAN83$2.87K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.80$2.79K<0.01%+2613F-HRTimeline
HM PAYSON & CO67$2.31K<0.01%-1,32613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.63$2.16K<0.01%-513F-HRTimeline
Signature Equity Partners, LLC58$2K<0.01%+1213F-HRTimeline
Bruce G. Allen Investments, LLC57$1.97K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC57$1.97K<0.01%+4613F-HRTimeline
Sachetta, LLC50$1.73K<0.01%-8113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC49$1.69K<0.01%-113F-HRTimeline
GoalVest Advisory LLC48$1.66K<0.01%new13F-HRTimeline
Kilter Group LLC48$1.66K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC47$1.62K<0.01%new13F-HRTimeline
Cromwell Holdings LLC45$1.57K<0.01%+1613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp45$1.55K<0.01%-513F-HRTimelineGroup
Physician Wealth Advisors, Inc.45$1.55K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management44$1.52K<0.01%013F-HRTimelineGroup
Strive Financial Group ,LLC44$1.52K<0.01%013F-HR/ATimeline
Creative Capital Management Investments…41$1.42K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.36$1.24K<0.01%013F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.31$1.07K<0.01%013F-HRTimeline
Hughes Financial Services, LLC31$1.07K<0.01%+1013F-HRTimeline
Archer Investment Corp31$1.06K<0.01%+113F-HR/ATimeline
Bay Harbor Wealth Management, LLC30$1.05K<0.01%+513F-HRTimeline
Coastline Trust Co30$1.04K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Whipplewood Advisors, LLC28$967<0.01%013F-HRTimeline
JPL Wealth Management, LLC26$899<0.01%new13F-HRTimeline
SHP Wealth Management24$829<0.01%+513F-HRTimeline
Quarry LP23$794<0.01%-2,79713F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.21$725<0.01%+1013F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC20$701<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC20$691<0.01%+713F-HRTimeline
Dunhill Financial, LLC18$621<0.01%-413F-HRTimeline
AMERIFLEX GROUP, INC.16$553<0.01%new13F-HRTimeline
WealthCollab, LLC15$519<0.01%-3913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15$518<0.01%013F-HRTimeline
Elequin Capital, LP15$518<0.01%-20013F-HRTimeline
Cornerstone Financial Management LLC14$484<0.01%new13F-HR/ATimeline
Torren Management, LLC13$452<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.13$450<0.01%013F-HR/ATimeline
Beaird Harris Wealth Management, LLC12$415<0.01%013F-HRTimeline
Caitong International Asset Management …11$380<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC10$346<0.01%013F-HRTimeline
Mosley Wealth Management8$276<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.8$262<0.01%new13F-HRTimeline
American Capital Advisory, LLC7$242<0.01%+413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$173<0.01%013F-HRTimeline
DecisionPoint Financial, LLC4$138<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC4$138<0.01%+213F-HRTimeline
Hilton Head Capital Partners, LLC4$138<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4$127<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.2$70<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$69<0.01%-1613F-HRTimelineGroup
Neo Ivy Capital Management2$69<0.01%new13F-HRTimeline