UGI

UGI CORP
USCUSIP 902681105
Institutional Owners
216
+18 QoQ
13F Value Held
$2.1B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)53 adding · 43 trimming
Insider net (180d)+$0
Price history not yet available for UGI.

Top institutional holders

216 13F filers
#FundPosition valueSharesLast moveAs of
1VANGUARD PORTFOLIO MANAGEMENT LLC
$434.5M
11.93MNewQ1 2026
2VANGUARD CAPITAL MANAGEMENT LLC
$349.8M
9.61MNewQ1 2026
3STATE STREET CORP
$248.3M
6.75MReducedQ1 2026
4SNYDER CAPITAL MANAGEMENT L P
$195.5M
5.37MReducedQ1 2026
5FULLER & THALER ASSET MANAGEMENT, INC.
$194.6M
5.34MReducedQ1 2026
6Hamlin Capital Management, LLC
$96.1M
2.64MAddedQ1 2026
7Point72 Asset Management, L.P.
$64.9M
1.73MAddedQ4 2025
8VANGUARD FIDUCIARY TRUST CO
$48.5M
1.33MNewQ1 2026
9Lansforsakringar Fondforvaltning AB (publ)
$47.7M
1.31MReducedQ1 2026
10DIAMOND HILL CAPITAL MANAGEMENT INC
$43.9M
1.20MAddedQ1 2026
11PRIVATE MANAGEMENT GROUP INC
$36.0M
960.8KNewQ4 2025
12Portman Square Capital LLP
$35.6M
976.5KReducedQ1 2026
13Man Group plc
$28.4M
779.1KAddedQ1 2026
14Arbejdsmarkedets Tillaegspension
$25.3M
693.4KAddedQ1 2026
15Cresset Asset Management, LLC
$23.5M
637.8KAddedQ1 2026
16WEDGE CAPITAL MANAGEMENT L L P/NC
$15.8M
432.7KReducedQ1 2026
17BW Gestao de Investimentos Ltda.
$13.8M
377.8KReducedQ1 2026
18Crossmark Global Holdings, Inc.
$10.1M
278.3KAddedQ1 2026
19Sanctuary Advisors, LLC
$10.1M
276.3KReducedQ1 2026
20Universal- Beteiligungs- und Servicegesellschaft mbH
$9.4M
257.4KAddedQ1 2026
21Cyndeo Wealth Partners, LLC
$9.1M
250.8KReducedQ1 2026
22Hudson Bay Capital Management LP
$8.5M
234.4KReducedQ1 2026
23PEAK6 LLC
$7.3M
200.0KNewQ1 2026
24PICTON MAHONEY ASSET MANAGEMENT
$7.1M
195.6KReducedQ1 2026
25STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM
$6.9M
189.7KHeldQ1 2026

Fund activity — latest quarter

Opened (NEW)
13
funds
Added
40
funds
Reduced
43
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

205 funds+203 since Q2 2022
0103205Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $1.6B

Funds that own UGI also own

CompanyCo-held byCombined value
Microsoft Corp.MSFT202 funds$184.6B
GOOGLE INCGOOGL201 funds$111.6B
Nvidia Corp - USNVDA200 funds$264.9B
Meta Platforms, Inc. (Cl A)META199 funds$83.7B
Apple Inc - USAAPL198 funds$236.4B
Amazon.com, Inc.AMZN198 funds$130.7B
Broadcom LtdAVGO197 funds$94.2B
Lilly Eli and CoLLY196 funds$50.6B
Netflix Inc - USNFLX196 funds$26.1B
Tesla Inc - USTSLA195 funds$61.3B
Jpmorgan Chase & Co - USJPM195 funds$60.5B
Visa, Inc. (Cl A)V195 funds$40.1B

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).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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.