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Disclosery

UGI UGI CORP NEW

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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
Harvest Investment Services, LLC6,223$207K0.04%new13F-HRTimeline
Quarry LP6,166$205K0.05%+3,70513F-HRTimeline
Salvus Wealth Management, LLC6,060$202K0.11%+4013F-HRTimeline
Perigon Wealth Management, LLC6,045$201K<0.01%-8513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,016$200K<0.01%-27913F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,976$199K0.01%-1,34513F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC5,886$196K0.01%-1713F-HRTimeline
WEXFORD CAPITAL LP5,409$180K0.05%-21,55413F-HRTimeline
Aster Capital Management (DIFC) Ltd5,273$175K0.09%-3,86113F-HRTimeline
STRS OHIO5,142$171K<0.01%-64,19513F-HRTimeline
Blue Trust, Inc.5,095$169K<0.01%+88513F-HRTimeline
Quent Capital, LLC4,901$163K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB4,571$152K<0.01%-2,58313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,555$152K<0.01%new13F-HRTimelineGroup
BFSG, LLC4,530$151K0.01%new13F-HRTimeline
Parallel Advisors, LLC4,268$142K<0.01%+11813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,905$130K<0.01%+1,88913F-HRTimelineGroup
Hartford Financial Management Inc.3,754$125K0.03%013F-HRTimeline
Abich Financial Wealth Management LLC3,710$123K0.04%13F-HRTimeline
Arax Advisory Partners3,681$122K<0.01%+1,08013F-HRTimeline
SHELL ASSET MANAGEMENT CO3,627$121K0.01%-5,29113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,600$120K<0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co3,600$120K0.04%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD3,410$113K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.3,380$112K<0.01%+17213F-HRTimeline
Private Wealth Asset Management, LLC3,350$111K0.01%-24013F-HRTimeline
CoreCap Advisors, LLC3,348$111K<0.01%+3,21713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,305$108K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,185$106K0.04%013F-HRTimeline
Security National Bank3,018$100K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,807$93.4K<0.01%-1,56913F-HRTimeline
UMB Bank, n.a.2,798$93.1K<0.01%+16913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sound Income Strategies, LLC2,833$90.4K<0.01%-31513F-HRTimeline
Wealth Preservation Advisors, LLC2,660$88.5K0.05%+2813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,451$82K<0.01%+32113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Annis Gardner Whiting Capital Advisors,…2,435$81K0.02%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,373$78.9K<0.01%013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC2,262$75.2K0.01%+1213F-HRTimeline
Smartleaf Asset Management LLC2,027$67.3K<0.01%+32613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,959$65.2K<0.01%+1,51013F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,968$65K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,945$64.7K0.02%+8013F-HRTimelineGroup
AdvisorNet Financial, Inc1,895$63K<0.01%-1,32013F-HRTimeline
Quintet Private Bank (Europe) S.A.1,880$62.5K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,832$60.9K<0.01%-38313F-HRTimeline
Atlantic Edge Private Wealth Management…1,830$60.9K0.02%013F-HRTimeline
Fairman Group, LLC1,785$60K0.05%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,553$52K<0.01%+77113F-HRTimelineGroup
DUNCKER STREETT & CO INC1,500$49.9K0.01%013F-HRTimeline
MAI Capital Management1,364$45.4K<0.01%-81213F-HRTimeline
Bare Financial Services, Inc1,345$44.7K0.01%+68513F-HRTimeline
VISION FINANCIAL MARKETS LLC1,275$42.4K0.04%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,262$42K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,258$41.8K<0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,102$36.7K<0.01%013F-HRTimeline
Kimelman & Baird, LLC1,050$34.9K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,049$34.9K0.01%013F-HRTimeline
Princeton Global Asset Management LLC1,000$33.3K0.01%new13F-HRTimeline
MATHER GROUP, LLC.987$32.8K<0.01%new13F-HRTimeline
Caitlin John, LLC979$32.6K0.02%new13F-HRTimeline
CX Institutional911$30K<0.01%013F-HRTimeline
LRI Investments, LLC841$28K<0.01%-2313F-HRTimeline
Manchester Capital Management LLC790$26.3K<0.01%new13F-HRTimeline
Deseret Mutual Benefit Administrators788$26.2K0.01%-18513F-HRTimeline
Stone House Investment Management, LLC752$25K<0.01%+8113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK743$24.7K<0.01%+7413F-HRTimelineGroup
Caldwell Trust Co741$24.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA729$24.2K<0.01%-4013F-HRTimeline
Heritage Wealth Advisors720$23.9K<0.01%013F-HRTimeline
Bogart Wealth, LLC700$23.3K<0.01%+1613F-HRTimeline
Root Financial Partners, LLC659$21.9K<0.01%new13F-HRTimeline
ALERUS FINANCIAL NA645$21.5K<0.01%013F-HRTimeline
Asset Dedication, LLC642$21.4K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC627$20.9K0.01%013F-HRTimeline
WHITTIER TRUST CO600$19.6K<0.01%-29913F-HRTimeline
Altshuler Shaham Ltd584$19.4K<0.01%+8613F-HRTimeline
Caitong International Asset Management …540$18K0.01%new13F-HRTimeline
Fortis Group Advisors, LLC515$17.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc496$16.5K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA494$16.4K<0.01%+1813F-HRTimelineGroup
True Wealth Design, LLC478$15.9K<0.01%+413F-HRTimeline
Rise Advisors, LLC475$15.8K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management475$15.8K<0.01%new13F-HRTimelineGroup
FNY Investment Advisers, LLC400$13K<0.01%-20013F-HRTimeline
MCF Advisors LLC380$12.6K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…375$12.5K0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/373$12.4K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC367$12.2K<0.01%013F-HRTimeline
Clearstead Trust, LLC351$11.7K<0.01%013F-HRTimeline
Essential Partners LLC340$11.3K<0.01%013F-HRTimeline
Estabrook Capital Management322$10.7K<0.01%-30013F-HRTimeline
Financial Management Professionals, Inc.314$10.4K<0.01%+30013F-HRTimeline
AllSquare Wealth Management LLC307$10.2K0.01%013F-HRTimeline
North Star Investment Management Corp.290$9.64K<0.01%+16013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV293$9K<0.01%013F-HRTimeline
Clearstead Advisors, LLC270$8.98K<0.01%-18013F-HRTimeline
JNBA Financial Advisors266$8.85K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC255$8.48K<0.01%+413F-HRTimelineGroup
Steigerwald, Gordon & Koch Inc.254$8.46K<0.01%new13F-HRTimeline
WPG Advisers, LLC253$8.41K0.01%013F-HRTimeline
Hemington Wealth Management262$8K<0.01%-1813F-HRTimeline
Parkside Financial Bank & Trust213$7.08K<0.01%-313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV205$6.81K<0.01%+213F-HRTimeline
High Note Wealth, LLC190$6.32K<0.01%013F-HRTimeline
Larson Financial Group LLC189$6.29K<0.01%-7313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…185$6.15K<0.01%+813F-HRTimelineGroup
Groupe la Francaisein group Groupe la Francaise200$5.65K<0.01%new13F-HRTimelineGroup
Prestige Wealth Management Group LLC163$5.48K<0.01%013F-HR/ATimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC163$5.42K<0.01%013F-HRTimeline
Leonteq Securities AG152$5.06K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc151$5.02K<0.01%-16913F-HRTimeline
HARBOUR INVESTMENTS, INC.146$4.86K<0.01%-11313F-HRTimeline
GPS Wealth Strategies Group, LLC129$4.29K<0.01%013F-HRTimeline
Addison Advisors LLC115$3.83K<0.01%+3513F-HRTimeline
West Financial Advisors, LLC102$3.4K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC100$3.33K<0.01%013F-HRTimeline
Costello Asset Management, INC100$3.33K<0.01%013F-HRTimeline
S&T Bank/PA98$3.26K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC97$3.23K<0.01%013F-HRTimeline
T. Rowe Price Investment Management, In…77$3K<0.01%new13F-HRTimeline
HM PAYSON & CO67$2.23K<0.01%new13F-HRTimeline
Sachetta, LLC64$2.13K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp60$2K<0.01%-2213F-HRTimelineGroup
Fortitude Family Office, LLC60$2K<0.01%+513F-HRTimeline
Bruce G. Allen Investments, LLC57$1.9K<0.01%013F-HRTimeline
WealthCollab, LLC54$1.8K<0.01%new13F-HRTimeline
Kilter Group LLC48$1.6K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC48$1.6K<0.01%013F-HRTimeline
Team Financial Group, LLC42$1.4K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.34$1.18K<0.01%-513F-HRTimeline
Plante Moran Financial Advisors, LLC35$1.16K<0.01%013F-HRTimeline
Cloud Capital Management, LLC32$1K<0.01%new13F-HRTimeline
Coastline Trust Co30$998<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Physician Wealth Advisors, Inc.30$998<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC30$998<0.01%013F-HRTimeline
Cromwell Holdings LLC29$976<0.01%013F-HRTimeline
CVA Family Office, LLC22$732<0.01%013F-HRTimeline
Wealth Watch Advisors, INC22$732<0.01%new13F-HRTimeline
Hughes Financial Services, LLC21$719<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.22$717<0.01%013F-HRTimeline
SJS Investment Consulting Inc.20$666<0.01%013F-HRTimeline
Guerra Advisors Inc20$665<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC21$566<0.01%+613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15$499<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC14$466<0.01%-1613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC14$466<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.13$433<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC10$336<0.01%-213F-HRTimeline
Quaker Wealth Management, LLC10$333<0.01%013F-HRTimeline
HFM Investment Advisors, LLC10$333<0.01%-313F-HRTimeline
Key Financial Inc8$268<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.6$202<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.6$200<0.01%-1513F-HRTimelineGroup
Rialto Wealth Management, LLC4$134<0.01%-1613F-HRTimeline
Principia Wealth Advisory, LLC4$133<0.01%-513F-HRTimeline
Palisade Asset Management, LLC3$100<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC2$67<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1$27<0.01%-1013F-HRTimeline