554 tracked 13F filers disclose a position in UGI as of the latest SEC 13F filings, a combined $6.4B in reported value. 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.
| # | 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 | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $349.8M | 9.6M | →First observed position No prior filed position | Q1 2026 | |
| 5 | Neuberger Berman Group LLC | $307.0M | 8.4M | ▲+15% Added · +1.1M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $239.8M | 6.9M | ▲+1.8% Added · +121K sh | Q2 2026 | |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | $203.2M | 5.9M | ▲+10% Added · +541K sh | Q2 2026 | |
| 8 | SNYDER CAPITAL MANAGEMENT L P | $185.3M | 5.4M | ▼~0% Reduced · −2K sh | Q2 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $157.0M | 4.5M | ▲+1.1% Added · +51K sh | Q2 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 | DEPRINCE RACE & ZOLLO INC | $46.2M | 1.3M | ▲New +1.3M sh | Q2 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.
Last quarter, 3 funds opened a new position in UGI and 31 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 323 funds | $375.1B |
| MICROSOFT CORPMSFT | 323 funds | $263.0B |
| AMAZON.COM INCAMZN | 321 funds | $196.4B |
| META PLATFORMS INC-CLASS AMETA | 321 funds | $113.2B |
| APPLE INCAAPL | 319 funds | $285.5B |
| ALPHABET INC-CL AGOOGL | 316 funds | $165.5B |
| JPMORGAN CHASE & COJPM | 315 funds | $61.7B |
| BROADCOM INCAVGO | 311 funds | $149.1B |
| VISA INC-CLASS A SHARESV | 309 funds | $58.6B |
| JOHNSON & JOHNSONJNJ | 307 funds | $46.9B |
| ELI LILLY & COLLY | 306 funds | $71.7B |
| ALPHABET INC-CL CGOOG | 303 funds | $120.7B |
Ranked by how many of UGI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 18, 2026 | Shea-Ballay Kathleen | GC and Chief Legal Officer | Sell (S) | 25K | $852K |
| Feb 11, 2026 | Tematio Jean Felix | VP, CAO & Corporate Controller | Sell (S) | 13K | $489K |
| Dec 17, 2025 | Hartz Joseph L. | President of Subsidiary | Sell (S) | 5K | $192K |
| Dec 5, 2025 | O'Brien Sean | Chief Financial Officer | Sell (S) | 5K | $186K |
| Dec 5, 2025 | O'Brien Sean | Chief Financial Officer | Sell (S) | 24K | $895K |
| Nov 26, 2025 | Bell Hans G. | President of Subsidiary | Sell (S) | 11K | $440K |
| Nov 25, 2025 | Hartz Joseph L. | President of Subsidiary | Sell (S) | 15K | $580K |
| Feb 27, 2025 | Sharp Michael | President of Subsidiary | Buy (P) | 5K | $160K |
| May 24, 2023 | Perreault Roger | President & CEO, Director | Buy (P) | 4K | $100K |
| Dec 1, 2022 | HERMANCE FRANK S | Director | Sell (S) | 13K | $495K |
| Nov 1, 2022 | Gaudiosi Monica M | VP, Gen. Counsel & Secretary | Sell (S) | 75K | $2.6M |
| Oct 28, 2022 | Perreault Roger | President & CEO, Director | Sell (S) | 16K | $572K |
| Class | 13F holders | Value held |
|---|---|---|
| UGIthis pagecs | 554 funds | $6.4B |
| UGI 5 06/01/28NOTE 5.000% 6/0 | 29 funds | $950.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for UGI
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.
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.