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Disclosery

UGI UGI CORP NEW

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Stock (common), issuer CIK 884614

582 managers (594 13F filers) reported a position in UGI shares at 2025-06-30, 196,511,616 shares in all. 87 filers opened a position and 62 filers sold out during the quarter.

Managers
582
13F filers
594
New
87
Added
226
Reduced
176
Sold out
62
Shares held by filers
196,511,616

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Partnership Wealth Management, LLC6,750$246K0.2%013F-HRTimeline
Linden Thomas Advisory Services, LLC6,736$245K0.03%-2,17213F-HRTimeline
Covestor Ltd6,678$243K0.14%+5,88213F-HRTimeline
Bridgefront Capital, LLC6,670$243K0.06%new13F-HRTimeline
GWN SECURITIES INC.6,624$242K0.04%-22,52813F-HRTimeline
Ellis Investment Partners, LLC6,578$240K0.05%+7413F-HRTimeline
SteelPeak Wealth, LLC6,450$237K0.01%-87613F-HRTimeline
HB Wealth Management, LLC6,497$237K<0.01%-1,20713F-HRTimeline
CIBC Asset Management Inc6,477$236K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,403$233K<0.01%-11313F-HRTimeline
Quantbot Technologies LP6,392$233K0.01%-101,08813F-HRTimeline
Quantum Portfolio Management LLC6,338$231K0.11%-18713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,295$229K0.01%new13F-HRTimelineGroup
Consolidated Portfolio Review Corp6,290$229K0.03%-5,57313F-HRTimeline
Sonora Investment Management Group, LLC6,145$224K0.02%-22413F-HRTimeline
Perigon Wealth Management, LLC6,130$223K0.01%-1213F-HRTimeline
Lauer Wealth, LLC6,333$223K0.19%-70313F-HRTimeline
Allworth Financial LP6,078$221K<0.01%+3,42713F-HRTimeline
Salvus Wealth Management, LLC6,020$219K0.13%-4013F-HRTimeline
Teza Capital Management LLC5,984$218K0.16%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC5,903$215K0.01%+2113F-HRTimeline
Graypoint LLC5,882$214K0.01%new13F-HRTimeline
Trust Investment Advisors5,768$210K0.13%new13F-HRTimeline
PINKERTON WEALTH, LLC5,723$208K0.02%new13F-HRTimeline
Compound Planning, Inc.5,683$207K0.01%new13F-HRTimeline
IHT Wealth Management, LLC5,612$204K0.01%-74813F-HRTimeline
Arete Wealth Advisors, LLC5,552$203K0.01%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…5,544$202K<0.01%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC5,504$200K0.04%-2,48913F-HRTimeline
CAPSTONE WEALTH MANAGEMENT GROUP, LLC5,500$200K0.19%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,102$186K<0.01%-1,12713F-HRTimelineGroup
Global Retirement Partners, LLC4,590$167K<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB4,376$159K<0.01%+2,31213F-HRTimeline
Blue Trust, Inc.4,210$153K<0.01%+16113F-HRTimeline
Parallel Advisors, LLC4,150$151K<0.01%+21913F-HRTimeline
Hartford Financial Management Inc.3,754$137K0.04%-113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,600$131K0.01%new13F-HRTimelineGroup
Missouri Trust & Investment Co3,600$131K0.04%013F-HRTimeline
Private Wealth Asset Management, LLC3,590$131K0.02%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD3,410$124K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC3,305$120K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.3,279$119K0.03%+313F-HRTimeline
AdvisorNet Financial, Inc3,215$117K0.01%+3,07813F-HRTimeline
SBI Securities Co., Ltd.3,208$117K<0.01%-8313F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,185$116K0.05%013F-HRTimeline
Sound Income Strategies, LLC3,148$115K0.01%+39313F-HRTimeline
Security National Bank3,018$110K0.02%+12213F-HRTimeline
Wealth Preservation Advisors, LLC2,632$95.9K0.06%+2913F-HRTimeline
UMB Bank, n.a.2,629$95.7K<0.01%+18713F-HR/ATimeline
Arax Advisory Partners2,601$94.7K<0.01%+99113F-HRTimeline
Quarry LP2,461$89.6K0.02%+93313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,373$86.4K<0.01%new13F-HRTimelineGroup
Beaird Harris Wealth Management, LLC2,250$81.9K0.01%013F-HRTimeline
CENTRAL TRUST Co2,215$80.7K<0.01%-96013F-HRTimeline
MAI Capital Management2,176$79.3K<0.01%+91013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,130$78K<0.01%+57413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,016$73.4K<0.01%-1,03213F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,968$72K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.1,880$68.5K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,865$67.9K0.02%-19013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…1,830$66.6K0.02%013F-HRTimeline
Fairman Group, LLC1,785$65.7K0.05%013F-HRTimeline
Smartleaf Asset Management LLC1,701$61.5K0.01%+9213F-HRTimeline
DUNCKER STREETT & CO INC1,500$54.6K0.01%013F-HRTimeline
Brooklyn Investment Group1,280$46.6K0.01%+64013F-HR/ATimeline
VISION FINANCIAL MARKETS LLC1,275$46.4K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,262$46K<0.01%-1,26213F-HRTimelineGroup
Golden State Wealth Management, LLC1,258$45.8K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,102$40.1K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,099$40K<0.01%013F-HRTimeline
Kimelman & Baird, LLC1,050$38.2K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,049$38.2K0.01%013F-HRTimeline
S.A. Mason LLC976$35.5K0.02%013F-HRTimeline
Deseret Mutual Benefit Administrators973$35.4K0.02%013F-HRTimeline
CX Institutional911$33K<0.01%013F-HR/ATimeline
WHITTIER TRUST CO899$32.7K<0.01%013F-HRTimeline
LRI Investments, LLC864$31.5K<0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC849$30.9K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA769$28K<0.01%-62613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC782$28K<0.01%+5613F-HRTimelineGroup
Caldwell Trust Co741$27K<0.01%013F-HRTimeline
Heritage Wealth Advisors720$26.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC684$24.9K<0.01%+1513F-HRTimeline
Stone House Investment Management, LLC671$24.4K<0.01%+1413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK669$24.4K<0.01%013F-HRTimelineGroup
Bare Financial Services, Inc660$24K0.01%+63513F-HRTimeline
ALERUS FINANCIAL NA645$23.5K<0.01%new13F-HRTimeline
Asset Dedication, LLC642$23.4K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC627$22.9K0.01%013F-HRTimeline
Estabrook Capital Management622$22.7K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC600$21K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.531$19.3K<0.01%-89613F-HRTimeline
Fortis Group Advisors, LLC515$18.8K<0.01%013F-HRTimeline
Altshuler Shaham Ltd498$18.1K<0.01%-16713F-HRTimeline
Versant Capital Management, Inc496$18.1K<0.01%-2613F-HRTimeline
BOKF, NAin group BOKF, NA476$17.3K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC475$17.3K0.01%013F-HRTimeline
True Wealth Design, LLC474$17.3K0.01%+313F-HRTimeline
Clearstead Advisors, LLC450$16.4K<0.01%+43313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management449$16.4K<0.01%-1,78513F-HRTimelineGroup
SIERRA OCEAN, LLC423$15.4K0.01%013F-HRTimeline
MCF Advisors LLC380$13.8K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/373$13.6K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC369$13.4K<0.01%new13F-HR/ATimeline
Private Wealth Management Group, LLC367$13.4K<0.01%013F-HRTimeline
Clearstead Trust, LLC351$12.8K<0.01%013F-HRTimeline
Essential Partners LLC340$12.4K<0.01%13F-HRTimeline
Bell Investment Advisors, Inc320$11.7K<0.01%+16913F-HRTimeline
AllSquare Wealth Management LLC307$11.2K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.318$11.1K<0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV293$10K<0.01%013F-HRTimeline
Hemington Wealth Management280$10K<0.01%+10313F-HRTimeline
ATWOOD & PALMER INC270$9.83K<0.01%new13F-HRTimeline
JNBA Financial Advisors266$9.69K<0.01%013F-HRTimeline
Larson Financial Group LLC262$9.54K<0.01%+7813F-HRTimeline
HARBOUR INVESTMENTS, INC.259$9.43K<0.01%+12013F-HRTimeline
WPG Advisers, LLC253$9.21K0.01%+1213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC251$9.14K<0.01%+23513F-HRTimelineGroup
Parkside Financial Bank & Trust216$7.87K<0.01%+313F-HRTimeline
SWAN Capital LLC209$7.61K<0.01%+3913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV203$7.38K<0.01%+313F-HRTimeline
High Note Wealth, LLC190$6.92K<0.01%-613F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC195$6.87K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …185$6.74K<0.01%new13F-HRTimeline
Safe Harbor Fiduciary, LLC185$6.74K0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…177$6.45K<0.01%+2113F-HRTimelineGroup
Prestige Wealth Management Group LLC163$6K<0.01%013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC163$5.94K<0.01%013F-HRTimeline
Leonteq Securities AG152$5.54K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors150$5.46K<0.01%+5013F-HRTimelineGroup
CoreCap Advisors, LLC131$4.77K<0.01%+10513F-HRTimeline
North Star Investment Management Corp.130$4.74K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC129$4.7K<0.01%+1213F-HRTimeline
Capital A Wealth Management, LLC170$4.18K0.05%+16313F-HRTimeline
Mid-American Wealth Advisory Group, Inc.111$4.04K<0.01%new13F-HRTimeline
West Financial Advisors, LLC101$3.68K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC100$3.64K<0.01%013F-HRTimeline
Costello Asset Management, INC100$3.64K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC97$3.53K<0.01%013F-HRTimeline
Park Square Financial Group, LLC90$3.28K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp82$2.99K<0.01%-1,78513F-HRTimelineGroup
Addison Advisors LLC80$2.91K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC70$2.56K<0.01%+113F-HRTimeline
Sachetta, LLC64$2.33K<0.01%013F-HRTimeline
Transce3nd, LLC63$2.29K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC57$2.08K<0.01%013F-HRTimeline
Fortitude Family Office, LLC55$2K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP50$1.82K<0.01%013F-HRTimeline
Kilter Group LLC48$1.75K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC48$1.75K<0.01%013F-HRTimeline
Team Financial Group, LLC42$1.52K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.39$1.42K<0.01%+713F-HRTimeline
Plante Moran Financial Advisors, LLC35$1.27K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC31$1.13K<0.01%+1913F-HRTimeline
ROTHSCHILD INVESTMENT LLC30$1.09K<0.01%-1013F-HRTimeline
Coastline Trust Co30$1.09K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HIGHLINE WEALTH PARTNERS LLC30$1.09K<0.01%013F-HRTimeline
Cromwell Holdings LLC29$1.06K<0.01%new13F-HRTimeline
CVA Family Office, LLC22$801<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.22$786<0.01%+113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.21$765<0.01%013F-HR/ATimelineGroup
Hughes Financial Services, LLC21$760<0.01%013F-HRTimeline
SJS Investment Consulting Inc.20$729<0.01%-913F-HRTimeline
WealthTrak Capital Management LLC20$729<0.01%013F-HRTimeline
Rialto Wealth Management, LLC20$729<0.01%+513F-HRTimeline
First Horizon Advisors, Inc.16$583<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15$546<0.01%013F-HRTimeline
Cornerstone Planning Group LLC15$545<0.01%+813F-HRTimeline
Financial Management Professionals, Inc.14$515<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.14$510<0.01%+713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.13$474<0.01%-213F-HRTimeline
HFM Investment Advisors, LLC13$473<0.01%+913F-HRTimeline
Bay Harbor Wealth Management, LLC12$440<0.01%+813F-HRTimeline
NewSquare Capital LLC11$401<0.01%013F-HRTimeline
Raleigh Capital Management Inc.11$401<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC10$365<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC9$328<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.6$221<0.01%new13F-HRTimeline
LGT Financial Advisors LLC6$219<0.01%new13F-HRTimeline
American Capital Advisory, LLC3$110<0.01%-513F-HRTimeline
Stephens Consulting, LLC1$37<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.