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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
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …5,644$206K<0.01%+1,51613F-HRTimelineGroup
GeoWealth Management, LLC5,589$204K0.01%new13F-HRTimeline
Stone House Investment Management, LLC5,586$203K0.04%+2813F-HRTimeline
Quantum Portfolio Management LLC5,579$203K0.09%013F-HR/ATimeline
MONECO ADVISORS, LLC5,546$202K0.02%+2913F-HRTimeline
Convergence Financial, LLC5,520$201K0.02%new13F-HRTimeline
Harvest Investment Services, LLC5,519$201K0.04%-7113F-HRTimeline
IHT Wealth Management, LLC5,512$201K<0.01%-5413F-HRTimeline
Eurizon Capital SGR S.p.A.5,285$195K<0.01%+26213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,307$193K<0.01%-44713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allworth Financial LP5,275$192K<0.01%+29613F-HRTimeline
STRS OHIO5,143$187K<0.01%-813F-HRTimeline
OP Asset Management Ltd4,959$181K<0.01%new13F-HR/ATimeline
New Age Alpha Advisors, LLC4,953$180K0.01%new13F-HRTimeline
Arax Advisory Partners4,447$162K<0.01%-4,57313F-HRTimeline
CERTUITY, LLC4,346$158K0.01%-3,87813F-HRTimeline
SIMPLEX TRADING, LLC4,115$150K<0.01%-12,85613F-HRTimeline
Hartford Financial Management Inc.3,754$137K0.03%013F-HRTimeline
Larson Financial Group LLC3,628$132K<0.01%+40213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,600$131K0.01%013F-HRTimelineGroup
Missouri Trust & Investment Co3,600$131K0.04%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC3,559$129K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,485$127K0.04%+30013F-HRTimeline
SBI Securities Co., Ltd.3,434$125K<0.01%+27613F-HRTimeline
Private Wealth Asset Management, LLC3,200$117K0.01%-15013F-HRTimeline
Wilmington Savings Fund Society, FSB3,050$111K<0.01%013F-HRTimeline
Security National Bank3,018$110K0.02%013F-HRTimeline
SITTNER & NELSON, LLC2,991$109K0.04%new13F-HRTimeline
Blue Trust, Inc.2,881$105K<0.01%-2,00313F-HRTimeline
Quarry LP2,820$103K0.02%+71513F-HRTimeline
Sound Income Strategies, LLC2,735$98.6K<0.01%-10413F-HRTimeline
MAI Capital Management2,456$89.4K<0.01%+46013F-HRTimeline
Vision Retirement, LLC2,411$87.8K0.02%new13F-HRTimeline
Quent Capital, LLC2,401$87.4K0.01%-2,49113F-HRTimeline
CoreCap Advisors, LLC2,379$86.6K<0.01%-93213F-HRTimeline
AdvisorNet Financial, Inc2,192$79.8K<0.01%-7713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,176$79.2K0.01%-44813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,098$77K<0.01%+70013F-HRTimelineGroup
Capital Advisors, Ltd. LLC1,968$72K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,875$68.3K<0.01%+2513F-HRTimeline
Fairman Group, LLC1,785$65.7K0.06%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…1,800$65.6K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…1,765$64.3K0.02%013F-HRTimeline
CENTRAL TRUST Co1,582$57.6K<0.01%-25713F-HRTimeline
DUNCKER STREETT & CO INC1,500$54.6K0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,500$54.6K0.01%-50013F-HRTimelineGroup
HM PAYSON & CO1,393$50.7K<0.01%+1,32613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,360$49.5K0.03%+13013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,275$46.4K0.05%013F-HRTimeline
Golden State Wealth Management, LLC1,258$45.8K0.01%013F-HRTimeline
Bare Financial Services, Inc1,232$44.9K0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators1,175$42.8K0.01%+38713F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,102$41.8K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,066$38.8K<0.01%+91513F-HRTimeline
Kimelman & Baird, LLC1,050$38.2K<0.01%013F-HRTimeline
Employees Retirement System of Texas1,019$37K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,014$36.9K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC1,000$36.4K0.01%013F-HRTimeline
Caitlin John, LLC978$35.6K0.02%+113F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC939$34.2K<0.01%013F-HRTimeline
CX Institutional920$34K<0.01%+913F-HRTimeline
ENTRUST FINANCIAL LLC916$33.4K0.02%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.913$33.3K<0.01%+18913F-HRTimeline
Altshuler Shaham Ltd880$32K<0.01%+23613F-HRTimeline
Versant Capital Management, Inc871$31.7K<0.01%+33513F-HRTimeline
WPG Advisers, LLC822$29.9K0.02%-7813F-HRTimeline
Manchester Capital Management LLC818$29.8K<0.01%013F-HRTimeline
Root Financial Partners, LLC812$29.6K<0.01%+10413F-HRTimeline
Cassaday & Co Wealth Management LLC787$28.7K<0.01%new13F-HRTimeline
LRI Investments, LLC786$28.6K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC783$28.5K0.01%-26613F-HRTimeline
Caldwell Trust Co741$27K<0.01%013F-HRTimeline
Heritage Wealth Advisors720$26.2K<0.01%013F-HRTimeline
MATHER GROUP, LLC.716$26.1K<0.01%new13F-HRTimeline
Bogart Wealth, LLC715$26K<0.01%+4113F-HRTimeline
PRIVATE TRUST CO NA699$25.5K<0.01%-17213F-HRTimeline
Elevated Capital Advisors, LLC660$24K0.01%-9,44613F-HRTimeline
ALERUS FINANCIAL NA645$23.5K<0.01%013F-HRTimeline
Asset Dedication, LLC642$23.4K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC627$22.9K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.625$22.8K<0.01%013F-HRTimeline
WHITTIER TRUST CO600$21.8K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank595$21.7K0.01%-1,48013F-HRTimelineGroup
True Wealth Design, LLC561$20.4K0.01%+8713F-HRTimeline
Covestor Ltd549$20K0.01%-18013F-HRTimeline
Fortis Group Advisors, LLC515$18.8K<0.01%013F-HRTimeline
Bayforest Capital Ltd487$17.7K0.02%-26113F-HRTimeline
Rossby Financial, LCC465$16.8K<0.01%+8613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…458$16.5K<0.01%+15413F-HRTimeline
Parkside Financial Bank & Trust402$14.6K<0.01%+4713F-HRTimeline
Owl Creek Wealth Partners LLC385$14K<0.01%13F-HRTimeline
FNY Investment Advisers, LLC400$14K0.01%013F-HRTimeline
MCF Advisors LLC380$13.8K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC367$13.4K<0.01%013F-HRTimeline
North Star Investment Management Corp.365$13.3K<0.01%013F-HRTimeline
Clearstead Trust, LLC351$12.8K<0.01%013F-HRTimeline
Essential Partners LLC340$12.4K<0.01%013F-HRTimeline
Addison Advisors LLC326$11.9K<0.01%+13313F-HRTimeline
Estabrook Capital Management322$11.7K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.317$11.7K<0.01%+313F-HRTimeline
Innovative Asset Advisors Group, LLC296$10.9K0.01%13F-HRTimeline
JNBA Financial Advisors294$10.7K<0.01%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.254$9.26K<0.01%013F-HRTimeline
CVA Family Office, LLC252$9.18K<0.01%+23013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC229$8.34K<0.01%+19913F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV244$8K<0.01%013F-HR/ATimeline
Elequin Capital, LP215$7.83K<0.01%-34213F-HRTimeline
Community Financial Services Group, LLC216$7.79K<0.01%new13F-HRTimeline
Triumph Capital Management203$7.47K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC199$7.25K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…195$7.1K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC190$6.92K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…171$6.23K<0.01%+5513F-HRTimeline
Prestige Wealth Management Group LLC168$6.18K<0.01%+513F-HRTimeline
Wall Street Financial Group, Inc.166$6.05K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC167$5.83K<0.01%+413F-HRTimeline
Bell Investment Advisors, Inc141$5.14K<0.01%+1713F-HRTimeline
Fortitude Family Office, LLC137$4.99K<0.01%+9013F-HRTimeline
Ares Financial Consulting, LLC137$4.94K<0.01%013F-HRTimeline
Sachetta, LLC131$4.77K<0.01%+6713F-HRTimeline
Paladin Partners, LLC130$4.74K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC127$4.62K<0.01%+4113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC118$4.3K<0.01%-4613F-HRTimelineGroup
Cedar Mountain Advisors, LLC116$4.22K<0.01%new13F-HRTimeline
J.Safra Asset Management Corp110$4.01K<0.01%+4913F-HRTimeline
West Financial Advisors, LLC104$3.8K<0.01%+113F-HRTimeline
Signature Resources Capital Management,…103$3.76K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC100$3.64K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC97$3.53K<0.01%013F-HRTimeline
BAYBAN83$3.02K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC75$2.73K<0.01%-81813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.68$2.46K<0.01%+4613F-HRTimeline
Bruce G. Allen Investments, LLC57$2.08K<0.01%013F-HRTimeline
Strive Financial Group ,LLC44$2K<0.01%-3013F-HRTimeline
IMA Advisory Services, Inc.54$1.99K<0.01%-6113F-HRTimeline
WealthCollab, LLC54$1.97K<0.01%013F-HRTimeline
First Pacific Financial51$1.86K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp50$1.82K<0.01%013F-HRTimelineGroup
RAFFA WEALTH MANAGEMENT, LLC50$1.82K<0.01%+213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC49$1.78K<0.01%new13F-HRTimeline
Kilter Group LLC48$1.75K<0.01%013F-HRTimeline
Signature Equity Partners, LLC46$1.68K<0.01%+513F-HRTimeline
Physician Wealth Advisors, Inc.45$1.64K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management44$1.6K<0.01%-96813F-HRTimelineGroup
Team Financial Group, LLC43$1.56K<0.01%013F-HRTimeline
Nemes Rush Group LLC39$1.42K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.36$1.31K<0.01%new13F-HRTimelineGroup
SJS Investment Consulting Inc.32$1.17K<0.01%+1213F-HRTimeline
DiNuzzo Private Wealth, Inc.31$1.13K<0.01%013F-HRTimeline
Archer Investment Corp30$1.1K<0.01%013F-HRTimeline
Coastline Trust Co30$1.09K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cromwell Holdings LLC29$1.07K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC28$1.02K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC25$918<0.01%+1113F-HRTimeline
Dunhill Financial, LLC22$802<0.01%+1813F-HRTimeline
Hughes Financial Services, LLC21$765<0.01%013F-HRTimeline
SHP Wealth Management19$691<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…18$655<0.01%+1713F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC15$546<0.01%013F-HRTimeline
Torren Management, LLC13$477<0.01%-1,73013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.13$474<0.01%013F-HRTimeline
Grove Bank & Trust13$473<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC13$473<0.01%+313F-HRTimeline
Beaird Harris Wealth Management, LLC12$438<0.01%-2,25013F-HRTimeline
Vermillion Wealth Management, Inc.12$437<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.11$401<0.01%-1513F-HRTimelineGroup
Rialto Wealth Management, LLC11$401<0.01%+113F-HRTimeline
Quaker Wealth Management, LLC10$365<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8$291<0.01%new13F-HRTimelineGroup
Horizon Investments, LLC8$291<0.01%-2,46413F-HRTimeline
FINANCIAL CONSULATE, INC5$183<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$182<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC4$146<0.01%013F-HRTimeline
American Capital Advisory, LLC3$110<0.01%013F-HRTimeline
CURIO WEALTH, LLC3$109<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC2$73<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$31<0.01%013F-HRTimeline
WBI INVESTMENTS, LLCgroup of 2 filers holding0newTimeline