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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
EntryPoint Capital, LLC6,677$250K0.1%new13F-HRTimeline
Ellis Investment Partners, LLC6,676$250K0.04%+15613F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC6,610$247K0.08%013F-HRTimeline
Linden Thomas Advisory Services, LLC6,588$247K0.02%-8413F-HRTimeline
Perigon Wealth Management, LLC6,523$244K<0.01%+47813F-HRTimeline
UMB Bank, n.a.6,496$243K<0.01%+3,69813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Asset Management Inc6,477$242K<0.01%013F-HRTimeline
Salvus Wealth Management, LLC6,410$240K0.13%+35013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,346$238K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC6,333$237K<0.01%-16513F-HRTimeline
INVESTED ADVISORS6,245$234K0.24%new13F-HRTimeline
R Squared Ltd6,226$233K0.11%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,183$231K<0.01%-89,36213F-HRTimeline
Aigen Investment Management, LP6,159$231K0.05%-33,31213F-HRTimeline
Vise Technologies, Inc.6,112$229K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,016$225K<0.01%013F-HRTimelineGroup
BFSG, LLC5,987$224K0.02%+1,45713F-HRTimeline
JFS WEALTH ADVISORS, LLC5,932$222K0.01%+4613F-HRTimeline
Sigma Planning Corp5,834$218K0.01%-1,06713F-HRTimeline
BLAIR WILLIAM & CO/IL5,783$216K<0.01%-83313F-HRTimeline
DRW Securities, LLC5,772$216K0.02%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,754$215K<0.01%+3,30313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COLDSTREAM CAPITAL MANAGEMENT INC5,618$210K<0.01%-1,90113F-HRTimeline
Harvest Investment Services, LLC5,590$209K0.04%-63313F-HRTimeline
Quantum Portfolio Management LLC5,579$209K0.09%new13F-HRTimeline
Brooklyn Investment Group5,489$209K0.01%new13F-HRTimeline
IHT Wealth Management, LLC5,566$208K0.01%new13F-HRTimeline
Stone House Investment Management, LLC5,558$208K0.03%+4,80613F-HRTimeline
MONECO ADVISORS, LLC5,517$207K0.02%new13F-HRTimeline
Sunpointe, LLC5,409$204K0.07%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.5,421$203K0.02%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO5,420$203K<0.01%new13F-HRTimeline
STRS OHIO5,151$193K<0.01%+913F-HRTimeline
Eurizon Capital SGR S.p.A.5,023$189K<0.01%13F-HRTimeline
Parallel Advisors, LLC4,992$187K<0.01%+72413F-HRTimeline
Allworth Financial LP4,979$186K<0.01%-1,28413F-HRTimeline
Quent Capital, LLC4,892$183K0.01%-913F-HRTimeline
Blue Trust, Inc.4,884$183K<0.01%-21113F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …4,128$155K<0.01%new13F-HRTimelineGroup
Hartford Financial Management Inc.3,754$141K0.04%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,600$135K0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co3,600$135K0.04%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,559$133K<0.01%+25413F-HRTimeline
Private Wealth Asset Management, LLC3,350$125K0.01%013F-HRTimeline
CoreCap Advisors, LLC3,311$124K<0.01%-3713F-HRTimeline
Larson Financial Group LLC3,226$121K<0.01%+3,03713F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,185$120K0.04%013F-HRTimeline
SBI Securities Co., Ltd.3,158$118K<0.01%-22213F-HRTimeline
Wilmington Savings Fund Society, FSB3,050$114K<0.01%-1,52113F-HRTimeline
Security National Bank3,018$113K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,883$108K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC2,839$107K0.01%+613F-HRTimeline
Wealth Preservation Advisors, LLC2,669$99.9K0.05%+913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,624$98.2K0.02%+18913F-HRTimeline
Horizon Investments, LLC2,472$92.5K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,269$84.9K<0.01%+37413F-HRTimeline
Beaird Harris Wealth Management, LLC2,262$84.7K0.01%013F-HRTimeline
Quarry LP2,105$78.8K0.01%-4,06113F-HRTimeline
United Community Bankin group United Community Bank2,075$77.7K0.03%+13013F-HRTimelineGroup
SageView Advisory Group, LLC2,042$76.4K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors2,000$74.9K0.01%new13F-HRTimelineGroup
MAI Capital Management1,996$74.7K<0.01%+63213F-HRTimeline
Capital Advisors, Ltd. LLC1,968$74K0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.1,880$70.4K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,850$69.2K<0.01%-95713F-HRTimeline
CENTRAL TRUST Co1,839$68.8K<0.01%+713F-HRTimeline
Fairman Group, LLC1,785$67.5K0.05%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,765$66.1K0.02%-6513F-HRTimeline
Torren Management, LLC1,743$65.3K0.03%13F-HRTimeline
Caitong International Asset Management …1,688$63.2K0.02%+1,14813F-HR/ATimeline
DUNCKER STREETT & CO INC1,500$56.1K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,398$53K<0.01%-15513F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC1,275$47.7K0.05%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,262$47.2K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,258$47.1K<0.01%013F-HRTimeline
Bare Financial Services, Inc1,232$46.1K0.01%-11313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,230$46K0.01%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,102$44K<0.01%013F-HRTimeline
Kimelman & Baird, LLC1,050$39.3K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC1,049$39.3K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,014$38K<0.01%+27113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,012$37.9K<0.01%-94713F-HRTimelineGroup
Princeton Global Asset Management LLC1,000$37.4K0.01%013F-HRTimeline
Caitlin John, LLC977$36.6K0.02%-213F-HRTimeline
ENTRUST FINANCIAL LLC916$34.3K0.03%13F-HRTimeline
CX Institutional911$34K<0.01%013F-HRTimeline
WPG Advisers, LLC900$33.7K0.03%+64713F-HRTimeline
Clearstead Advisors, LLC893$33.4K<0.01%+62313F-HRTimeline
V-Square Quantitative Management LLC876$32.8K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA871$32.6K<0.01%+14213F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC939$31.4K<0.01%new13F-HRTimeline
Manchester Capital Management LLC818$30.6K<0.01%+2813F-HRTimeline
Deseret Mutual Benefit Administrators788$29.5K0.01%013F-HRTimeline
LRI Investments, LLC786$29.4K<0.01%-5513F-HRTimeline
FIRST FINANCIAL CORP /IN/750$28.1K0.01%new13F-HRTimeline
Motiv8 Investments LLC742$28K0.02%new13F-HRTimeline
Covestor Ltd729$28K0.01%-6,43413F-HRTimeline
Bayforest Capital Ltd748$28K0.02%-15,01213F-HRTimeline
Caldwell Trust Co741$27.7K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.724$27.1K<0.01%new13F-HRTimeline
Heritage Wealth Advisors720$26.9K<0.01%013F-HRTimeline
Root Financial Partners, LLC708$26.5K<0.01%+4913F-HRTimeline
Bogart Wealth, LLC674$25.2K<0.01%-2613F-HRTimeline
ALERUS FINANCIAL NA645$24.1K<0.01%013F-HRTimeline
Altshuler Shaham Ltd644$24.1K<0.01%+6013F-HRTimeline
Asset Dedication, LLC642$24K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC627$23.5K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.625$23.4K<0.01%new13F-HRTimeline
DV Trading LLC616$23.1K<0.01%13F-HRTimeline
WHITTIER TRUST CO600$22.4K<0.01%013F-HRTimeline
William B. Walkup & Associates, Inc.560$21K0.01%new13F-HRTimeline
Elequin Capital, LP557$20.8K<0.01%new13F-HRTimeline
Versant Capital Management, Inc536$20.1K<0.01%+4013F-HRTimeline
Fortis Group Advisors, LLC515$19.3K<0.01%013F-HRTimeline
ORG Partners LLC500$18.7K<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA494$18.5K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC474$17.7K0.01%-413F-HRTimeline
TRUST CO OF VERMONT459$17.2K<0.01%new13F-HRTimeline
MCF Advisors LLC380$14.2K<0.01%013F-HRTimeline
Rossby Financial, LCC379$14.2K<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC400$14K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC367$13.7K<0.01%013F-HRTimeline
North Star Investment Management Corp.365$13.7K<0.01%+7513F-HRTimeline
Parkside Financial Bank & Trust355$13.3K<0.01%+14213F-HRTimeline
Clearstead Trust, LLC351$13.1K<0.01%013F-HRTimeline
Essential Partners LLC340$12.7K<0.01%013F-HRTimeline
Estabrook Capital Management322$12.1K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.314$11.9K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…304$11.4K<0.01%new13F-HRTimeline
JNBA Financial Advisors294$11K<0.01%+2813F-HRTimeline
Steigerwald, Gordon & Koch Inc.254$9.52K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV244$9K<0.01%-4913F-HRTimeline
Triumph Capital Management203$7.6K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…195$7.3K<0.01%+1013F-HRTimelineGroup
Addison Advisors LLC193$7.22K<0.01%+7813F-HRTimeline
High Note Wealth, LLC190$7.11K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC163$6.16K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC164$6.14K<0.01%-9113F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC163$6.1K<0.01%013F-HRTimeline
Leonteq Securities AG152$5.69K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.151$5.65K<0.01%+513F-HRTimeline
Ares Financial Consulting, LLC137$5.13K<0.01%13F-HRTimeline
Paladin Partners, LLC130$4.87K<0.01%13F-HRTimeline
Bell Investment Advisors, Inc124$4.64K<0.01%-2713F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC122$4.55K<0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…116$4.34K<0.01%13F-HRTimeline
IMA Advisory Services, Inc.115$4.31K<0.01%+10913F-HRTimeline
Elyxium Wealth, LLC114$4.29K<0.01%new13F-HRTimeline
West Financial Advisors, LLC103$3.87K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC100$3.74K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC97$3.63K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC86$3.22K<0.01%+7213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC84$3.18K<0.01%new13F-HRTimeline
T. Rowe Price Investment Management, In…77$3K<0.01%013F-HR/ATimeline
Strive Financial Group ,LLC74$2.77K<0.01%13F-HR/ATimeline
HM PAYSON & CO67$2.51K<0.01%013F-HRTimeline
Sachetta, LLC64$2.4K<0.01%013F-HRTimeline
J.Safra Asset Management Corp61$2.28K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC59$2.21K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC57$2.13K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC57$2.13K<0.01%13F-HRTimeline
WealthCollab, LLC54$2.02K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp50$1.87K<0.01%-1013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC48$1.8K<0.01%013F-HRTimeline
Kilter Group LLC48$1.8K<0.01%013F-HRTimeline
Fortitude Family Office, LLC47$1.76K<0.01%-1313F-HRTimeline
Physician Wealth Advisors, Inc.45$1.69K<0.01%+1513F-HRTimeline
Camelot Portfolios, LLC45$1.67K<0.01%new13F-HRTimeline
Team Financial Group, LLC43$1.59K<0.01%+113F-HRTimeline
Signature Equity Partners, LLC41$1.53K<0.01%13F-HRTimeline
Nemes Rush Group LLC39$1.46K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.31$1.16K<0.01%-313F-HRTimeline
Coastline Trust Co30$1.12K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Archer Investment Corp30$1.12K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC30$1.12K<0.01%013F-HRTimeline
Cromwell Holdings LLC29$1.1K<0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.26$973<0.01%+2013F-HRTimelineGroup
CVA Family Office, LLC22$823<0.01%013F-HRTimeline
Wealth Watch Advisors, INC22$823<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.22$807<0.01%013F-HRTimeline
Hughes Financial Services, LLC21$786<0.01%013F-HRTimeline
SJS Investment Consulting Inc.20$749<0.01%013F-HRTimeline
SHP Wealth Management19$708<0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15$561<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC14$528<0.01%+413F-HRTimeline
EASTERN BANK13$487<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.13$487<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.12$449<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC10$375<0.01%013F-HRTimeline
Rialto Wealth Management, LLC10$375<0.01%+613F-HRTimeline
HFM Investment Advisors, LLC10$375<0.01%013F-HRTimeline
Key Financial Inc8$299<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$187<0.01%-20013F-HRTimeline
Dunhill Financial, LLC4$151<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC4$150<0.01%13F-HRTimeline
American Capital Advisory, LLC3$113<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC2$75<0.01%-213F-HRTimeline
Raleigh Capital Management Inc.1$31<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1$30<0.01%new13F-HRTimelineGroup