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UGI

Ugi Corp /Pa/
$35.59 +0.32 (+0.91%) At close · Jul 8
Market Cap
$7.63B
Shares
214,393,712

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 595
Total Value: $6,696,325,636
Total Shares: 184,010,145
Showing 1–100 of 605 holdings by value · page 1 of 7

Institutional Ownership Trend

26 quarters

Superinvestors Holding UGI

All superinvestors →
Bill Miller $4,406,820 Ray Dalio $3,107,063 Mario Gabelli $904,053

Holder Concentration

Across 596 13F filers
Top Holder
13.9%
Jun 2023 → Mar 2026 · range 12.6% – 18.0%
of institutional value
Top 5
35.1%
Jun 2023 → Mar 2026 · range 35.1% – 51.9%
of institutional value
Top 10
48.6%
Jun 2023 → Mar 2026 · range 48.6% – 61.5%
of institutional value
HHI
389
Jun 2023 → Mar 2026 · range 389 – 734
Broadly held
Showing 100 of 605
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $934,503,613 13.96% 25,659,078
Mega FMR LLC $512,881,989 7.66% 14,082,427
Mega VANGUARD CAPITAL MANAGEMENT LLC $349,827,065 5.22% 9,605,356
Mega NEUBERGER BERMAN GROUP LLC $306,917,421 4.58% 8,427,167
Mega STATE STREET CORP $245,801,748 3.67% 6,749,087
Large LSV ASSET MANAGEMENT $225,769,000 3.37% 6,199,039
Mid SNYDER CAPITAL MANAGEMENT L P $195,455,104 2.92% 5,366,697
Large FULLER & THALER ASSET MANAGEMENT, INC. $194,569,188 2.91% 5,342,372
Mega GEODE CAPITAL MANAGEMENT, LLC $163,603,483 2.44% 4,492,133
Large CAPTRUST FINANCIAL ADVISORS $128,132,698 1.91% 3,518,196
Mega NORTHERN TRUST CORP Bank $127,690,229 1.91% 3,506,047
Mega MORGAN STANLEY $111,813,946 1.67% 3,070,125
Mega DIMENSIONAL FUND ADVISORS LP $105,679,876 1.58% 2,901,699
Mega Bank of New York Mellon Corp Bank $104,776,581 1.56% 2,876,897
Mega Invesco Ltd. $99,793,309 1.49% 2,740,069
Mid Hamlin Capital Management, LLC $91,753,057 1.37% 2,656,429
Large Mitsubishi UFJ Trust & Banking Corp $90,509,016 1.35% 2,485,146
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $89,701,731 1.34% 2,462,980
Large FEDERATED HERMES, INC. $71,766,446 1.07% 1,970,523
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $68,735,611 1.03% 1,887,304
Mega GOLDMAN SACHS GROUP INC $64,658,464 0.97% 1,775,356
Large JUPITER ASSET MANAGEMENT LTD $64,478,186 0.96% 1,770,406
Mega AMERIPRISE FINANCIAL INC $60,254,230 0.90% 1,654,427
Large MARSHALL WACE, LLP $58,908,948 0.88% 1,617,489
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $58,021,503 0.87% 1,593,122
Mega FIRST TRUST ADVISORS LP $55,396,531 0.83% 1,521,047
Mega VANGUARD FIDUCIARY TRUST CO Bank $48,540,503 0.72% 1,332,798
Mid Bragg Financial Advisors, Inc $48,136,496 0.72% 1,321,705
Large Lansforsakringar Fondforvaltning AB (publ) $47,676,912 0.71% 1,309,086
Mid Energy Income Partners, LLC $46,748,529 0.70% 1,283,595
Mega VICTORY CAPITAL MANAGEMENT INC $44,006,176 0.66% 1,208,297
Large DIAMOND HILL CAPITAL MANAGEMENT INC $43,882,931 0.66% 1,204,913
Large Artisan Partners Limited Partnership $43,770,939 0.65% 1,201,838
Mega JPMORGAN CHASE & CO $43,259,598 0.65% 1,187,798
Large MACKENZIE FINANCIAL CORP $39,549,825 0.59% 1,085,937
Large Thrivent Financial for Lutherans $36,639,174 0.55% 1,006,018
Mid Portman Square Capital LLP $35,564,130 0.53% 976,500
Mid PRIVATE MANAGEMENT GROUP INC $34,759,903 0.52% 954,418
Large LOOMIS SAYLES & CO L P $34,473,568 0.51% 946,556
Mega AQR CAPITAL MANAGEMENT LLC $33,674,549 0.50% 924,617
Mega ROYAL BANK OF CANADA Bank $31,891,170 0.48% 875,650
Mega RAYMOND JAMES FINANCIAL INC $29,108,065 0.43% 799,233
Large Man Group plc $28,376,315 0.42% 779,141
Mid River Road Asset Management, LLC $28,359,926 0.42% 778,691
Mega BANK OF AMERICA CORP /DE/ Bank $28,038,918 0.42% 769,877
Large Russell Investments Group, Ltd. $27,688,994 0.41% 760,269
Mid Arbejdsmarkedets Tillaegspension Pension $25,253,409 0.38% 693,394
Large Squarepoint Ops LLC $24,735,517 0.37% 679,174
Large SEI INVESTMENTS CO $24,465,826 0.37% 671,769
Large Qube Research & Technologies Ltd $24,207,572 0.36% 664,678
Mega UBS Group AG $23,996,845 0.36% 658,892
Mega MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $23,975,030 0.36% 658,293
Large Cresset Asset Management, LLC $23,230,460 0.35% 637,849
Large GABELLI FUNDS LLC $23,052,949 0.34% 632,975
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $22,771,417 0.34% 625,245
Large Retirement Systems of Alabama Pension $22,266,933 0.33% 611,393
Large Balyasny Asset Management L.P. $21,677,000 0.32% 595,195
Large Allianz Asset Management GmbH $21,605,072 0.32% 593,220
Mega DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Bank $21,526,004 0.32% 591,049
Mega Nuveen, LLC $21,512,820 0.32% 590,687
Mega RHUMBLINE ADVISERS $20,958,289 0.31% 575,461
Mega D. E. Shaw & Co., Inc. $18,506,203 0.28% 508,133
Mega PRINCIPAL FINANCIAL GROUP INC $17,449,003 0.26% 479,105
Mid BURNEY CO/ $16,984,867 0.25% 466,361
Mega California Public Employees Retirement System Pension $16,768,496 0.25% 460,420
Mega LPL Financial LLC $16,162,176 0.24% 443,772
Mega FRANKLIN RESOURCES INC $15,867,282 0.24% 435,675
Mid WEDGE CAPITAL MANAGEMENT L L P/NC $15,759,844 0.24% 432,725
Mega Swiss National Bank Bank $15,478,500 0.23% 425,000
Mid KENNEDY CAPITAL MANAGEMENT LLC $15,441,023 0.23% 423,971
Mega WELLINGTON MANAGEMENT GROUP LLP $14,912,605 0.22% 409,462
Mid Ancora Advisors LLC $14,398,974 0.22% 395,359
Mega BNP PARIBAS ARBITRAGE, SA $14,331,452 0.21% 393,505
Mega MILLENNIUM MANAGEMENT LLC $14,305,739 0.21% 392,799
Mid Callodine Capital Management, LP $14,104,992 0.21% 387,287
Mega ALLIANCEBERNSTEIN L.P. $14,070,429 0.21% 386,338
Mega PRICE T ROWE ASSOCIATES INC /MD/ $14,037,432 0.21% 385,432
Mid BW Gestao de Investimentos Ltda. $13,759,476 0.21% 377,800
Large RENAISSANCE TECHNOLOGIES LLC $13,139,716 0.20% 360,783
Large Quantinno Capital Management LP $13,011,882 0.19% 357,273
Mega Legal & General Group Plc $12,948,401 0.19% 355,530
Mid SIR Capital Management, L.P. $12,836,229 0.19% 352,450
Mid HENNESSY ADVISORS INC $12,606,855 0.19% 346,152
Small Oxbow Advisors, LLC $11,920,812 0.18% 327,315
Mid ROFFMAN MILLER ASSOCIATES INC /PA/ $11,096,591 0.17% 304,684
Small RPG Investment Advisory, LLC $10,392,665 0.16% 285,356
Mega WELLS FARGO & COMPANY/MN $10,200,402 0.15% 280,077
Mid Crossmark Global Holdings, Inc. $10,137,033 0.15% 278,337
Mid Sanctuary Advisors, LLC $10,061,607 0.15% 276,266
Mid Sourcerock Group LLC $9,789,841 0.15% 268,804
Large Universal- Beteiligungs- und Servicegesellschaft mbH $9,373,306 0.14% 257,367
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $9,180,535 0.14% 252,074
Mid Cyndeo Wealth Partners, LLC $9,133,116 0.14% 250,772
Large Hudson Bay Capital Management LP $8,537,612 0.13% 234,421
Large VOYA INVESTMENT MANAGEMENT LLC $8,150,322 0.12% 223,787
Small STANSBERRY ASSET MANAGEMENT, LLC $8,123,590 0.12% 223,053
Large NEW YORK STATE TEACHERS RETIREMENT SYSTEM Pension $7,741,143 0.12% 212,552
Large Empowered Funds, LLC $7,404,511 0.11% 203,309
Large PEAK6 LLC $7,284,000 0.11% 200,000
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $7,156,530 0.11% 196,500
Key facts CIK 884614 CUSIP 902681105 13F (30d) 39 filings 19 filers Visit website Investor relations

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