UGI CORP UGI
$35.15
+2.3% 52w: $30.79 – $39.79
Latest 13F among current holders filed 7 days ago (Aug 26, 2026)
Price — last 12 months
research preview data30.7935.2939.79
Aug 18, 2025 Jul 2, 2026
Institutional holders
597
-16 QoQ
13F value
$7.07B
-7.9% QoQ
Smart-money holders
19
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
0.6×
$24.8M calls / $45.1M puts
Institutional value by quarter
Number of holders
Who owns UGI?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 25.7M | $934.5M | 0.0% | +0.9% |
| FMR LLC | Long only active | 14.1M | $512.9M | 0.0% | +5.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 11.9M | $434.5M | — | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 9.6M | $349.8M | — | — |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 8.4M | $307.0M | 0.2% | +14.9% |
| STATE STREET CORP | Index provider | 6.7M | $248.3M | 0.0% | -25.7% |
| LSV ASSET MANAGEMENT | Other | 6.2M | $225.8M | — | +7.3% |
| SNYDER CAPITAL MANAGEMENT L P ★2 | Fundamental diversified | 5.4M | $195.5M | — | -2.6% |
| FULLER & THALER ASSET MANAGEMENT, INC. | Other | 5.3M | $194.6M | — | -51.8% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 4.5M | $163.6M | — | +3.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 3.5M | $128.1M | 0.2% | +10.2% |
| NORTHERN TRUST CORP | Index provider | 3.5M | $127.7M | 0.0% | +2.6% |
| MORGAN STANLEY | Bank broker | 3.1M | $111.8M | 0.0% | +10.9% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.9M | $105.7M | — | +1.2% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.9M | $104.8M | 0.0% | +14.5% |
| Invesco Ltd. | Index provider | 2.7M | $99.8M | 0.0% | -21.4% |
| Hamlin Capital Management, LLC ★2 | Fundamental diversified | 2.6M | $96.1M | — | +349.8% |
| Mitsubishi UFJ Trust & Banking Corp | Diversified mechanical | 2.5M | $90.5M | — | +12.8% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.5M | $89.7M | — | +2.3% |
| FEDERATED HERMES, INC. | Diversified mechanical | 2.0M | $71.8M | — | -5.6% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 1.9M | $68.7M | 0.1% | +4.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.8M | $64.7M | 0.0% | -8.6% |
| JUPITER ASSET MANAGEMENT LTD | Other | 1.8M | $64.5M | — | Held |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.7M | $60.3M | 0.0% | -10.1% |
| MARSHALL WACE, LLP | Quant stat arb | 1.6M | $58.9M | — | +6517.7% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 1.6M | $58.0M | 0.0% | +363.5% |
| FIRST TRUST ADVISORS LP | Index provider | 1.5M | $55.4M | 0.0% | -46.2% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.3M | $48.5M | — | — |
| Bragg Financial Advisors, Inc | Other | 1.3M | $48.1M | 1.5% | +0.4% |
| Lansforsakringar Fondforvaltning AB (publ) | Other | 1.3M | $47.7M | — | -6.7% |
| Energy Income Partners, LLC ★2 | Fundamental diversified | 1.3M | $46.7M | — | +3.2% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 1.2M | $44.0M | 0.0% | -6.9% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | Other | 1.2M | $43.9M | — | +0.7% |
| Artisan Partners Limited Partnership | Other | 1.2M | $43.8M | — | -6.7% |
| JPMORGAN CHASE & CO | Bank broker | 1.2M | $43.6M | 0.0% | -3.8% |
| MACKENZIE FINANCIAL CORP | Diversified mechanical | 1.1M | $39.5M | 0.0% | +23.3% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.0M | $36.6M | 0.1% | -5.0% |
| PRIVATE MANAGEMENT GROUP INC | Other | 954.4K | $34.8M | 1.0% | -0.7% |
| LOOMIS SAYLES & CO L P | Other | 946.6K | $34.5M | — | -2.5% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 924.6K | $33.7M | 0.0% | +3.0% |
| ROYAL BANK OF CANADA | Bank broker | 875.6K | $31.9M | 0.0% | +21.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 799.2K | $29.1M | 0.0% | +110.0% |
| Man Group plc | Quant stat arb | 779.1K | $28.4M | — | +59.8% |
| River Road Asset Management, LLC | Other | 778.7K | $28.4M | — | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 769.9K | $28.0M | 0.0% | -2.7% |
| Russell Investments Group, Ltd. | Diversified mechanical | 760.3K | $27.7M | 0.0% | +3.2% |
| Arbejdsmarkedets Tillaegspension | Other | 693.4K | $25.3M | — | +12.5% |
| Squarepoint Ops LLC | Quant stat arb | 679.2K | $24.7M | 0.1% | -58.9% |
| SEI INVESTMENTS CO | Diversified mechanical | 671.8K | $24.5M | 0.0% | +44.6% |
| Qube Research & Technologies Ltd | Quant stat arb | 664.7K | $24.2M | — | -21.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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