This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UGI/capital-change-brief"
Use Arkolith's capital_change_brief for UGI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $934.5M | 25.7M | ▲+0.9% Added · +233K sh | Q1 2026 | |
| 2 | FMR LLC | $512.9M | 14.1M | ▲+5.1% Added · +686K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $434.5M | 11.9M | ▲New +11.9M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $349.8M | 9.6M | ▲New +9.6M sh | Q1 2026 | |
| 5 | Neuberger Berman Group LLC | $307.0M | 8.4M | ▲+15% Added · +1.1M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $248.3M | 6.7M | ▼−26% Reduced · −2.3M sh | Q1 2026 | |
| 7 | SNYDER CAPITAL MANAGEMENT L P | $195.5M | 5.4M | ▼−2.6% Reduced · −144K sh | Q1 2026 | |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | $194.6M | 5.3M | ▼−3.7% Reduced · −204K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $163.6M | 4.5M | ▲+3.4% Added · +149K sh | Q1 2026 | |
| 10 | NORTHERN TRUST CORP | $127.7M | 3.5M | ▲+2.6% Added · +89K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $111.8M | 3.1M | ▲+11% Added · +301K sh | Q1 2026 | |
| 12 | NORGES BANK | $110.1M | 2.9M | ▼−9.9% Reduced · −323K sh | Q4 2025 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $105.7M | 2.9M | ▲+1.2% Added · +36K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $104.8M | 2.9M | ▲+14% Added · +364K sh | Q1 2026 | |
| 15 | Hamlin Capital Management, LLC | $91.8M | 2.7M | ▲+0.6% Added · +16K sh | Q2 2026 | |
| 16 | Mitsubishi UFJ Trust & Banking Corp | $90.5M | 2.5M | ▲+13% Added · +282K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $89.7M | 2.5M | ▲+2.3% Added · +55K sh | Q1 2026 | |
| 18 | FEDERATED HERMES, INC. | $71.8M | 2.0M | ▼−5.6% Reduced · −117K sh | Q1 2026 | |
| 19 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $68.7M | 1.9M | ▲+4.0% Added · +73K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $64.7M | 1.8M | ▼−8.6% Reduced · −168K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $60.3M | 1.7M | ▼−10% Reduced · −186K sh | Q1 2026 | |
| 22 | MARSHALL WACE, LLP | $58.9M | 1.6M | ▲66× Added · +1.6M sh | Q1 2026 | |
| 23 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $58.0M | 1.6M | ▲+363% Added · +1.2M sh | Q1 2026 | |
| 24 | FIRST TRUST ADVISORS LP | $55.4M | 1.5M | ▼−46% Reduced · −1.3M sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $48.5M | 1.3M | ▲New +1.3M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 18, 2026 | Shea-Ballay Kathleen | GC and Chief Legal Officer | Option exercise (M) | 25K | $624K |
| Jun 18, 2026 | Shea-Ballay Kathleen | GC and Chief Legal Officer | Sell (S) | 25K | $852K |
| Jun 18, 2026 | Shea-Ballay Kathleen | GC and Chief Legal Officer | Option exercise (M) | 25K | $0 |
| Apr 10, 2026 | O'Brien Sean | Chief Financial Officer | Option exercise (M) | 6K | $0 |
| Apr 10, 2026 | O'Brien Sean | Chief Financial Officer | Tax withholding (F) | 2K | $60K |
| Apr 10, 2026 | O'Brien Sean | Chief Financial Officer | Option exercise (M) | 6K | $0 |
| Feb 11, 2026 | Tematio Jean Felix | VP, CAO & Corporate Controller | Sell (S) | 13K | $489K |
| Feb 11, 2026 | Tematio Jean Felix | VP, CAO & Corporate Controller | Option exercise (M) | 13K | $316K |
| Feb 11, 2026 | Tematio Jean Felix | VP, CAO & Corporate Controller | Option exercise (M) | 13K | $0 |
| Jan 30, 2026 | Dosch Ted A | Director | Grant (A) | 4K | $0 |
| Jan 30, 2026 | Longhi Mario | Director | Grant (A) | 7K | $0 |
| Jan 30, 2026 | Harris Alan N | Director | Grant (A) | 4K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 187 funds | $218.5B |
| ALPHABET INC-CL AGOOGL | 186 funds | $138.2B |
| META PLATFORMS INC-CLASS AMETA | 186 funds | $94.7B |
| NVIDIA CORPNVDA | 185 funds | $305.5B |
| APPLE INCAAPL | 184 funds | $227.9B |
| AMAZON.COM INCAMZN | 184 funds | $167.5B |
| VISA INC-CLASS A SHARESV | 183 funds | $45.2B |
| BROADCOM INCAVGO | 181 funds | $120.0B |
| ELI LILLY & COLLY | 181 funds | $56.7B |
| JPMORGAN CHASE & COJPM | 179 funds | $52.2B |
| ALPHABET INC-CL CGOOG | 178 funds | $98.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 178 funds | $32.1B |
Ranked by how many of UGI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UGI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.