UGI CORP (UGI) Institutional Shareholders
UGI CORP (UGI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.73B in UGI holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of UGI tracked by InsiderSet, reporting ownership valued at approximately $934.50M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $926.81M, representing an estimated loss of -0.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 52% of the total disclosed UGI value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Fmr Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in UGI CORP (UGI).
This page ranks the largest institutional UGI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
599
Total Reported Value
$6.73B
Largest Holder
Blackrock, Inc.
Largest Position
$934.50M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
55
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.02% | 25,659,078 | $934,503,628 | $926,805,897 | -$7,697,731 | -0.82% | |
| Fmr Llc | 0.03% | 14,082,427 | $512,881,986 | $508,657,263 | -$4,224,723 | -0.82% | |
| Vanguard Portfolio Management Llc | 0.02% | 11,930,765 | $434,518,461 | $430,939,232 | -$3,579,229 | -0.82% | |
| Vanguard Capital Management Llc | 0.01% | 9,605,356 | $349,827,066 | $346,945,459 | -$2,881,607 | -0.82% | |
| Neuberger Berman Group Llc | 0.23% | 8,427,167 | $307,043,392 | $304,389,272 | -$2,654,120 | -0.86% | |
| State Street Corp | 0.01% | 6,749,087 | $248,306,201 | $243,777,022 | -$4,529,179 | -1.82% | |
| Snyder Capital Management L P | 3.79% | 5,366,697 | $195,455,105 | $193,845,096 | -$1,610,009 | -0.82% | |
| Fuller & Thaler Asset Management, Inc. | 0.66% | 5,342,372 | $194,569,187 | $192,966,477 | -$1,602,710 | -0.82% | |
| Geode Capital Management, Llc | 0.01% | 4,492,133 | $163,639,787 | $162,255,844 | -$1,383,943 | -0.85% | |
| Captrust Financial Advisors | 0.22% | 3,518,196 | $128,135,047 | $127,077,240 | -$1,057,807 | -0.83% | |
| Northern Trust Corp | 0.02% | 3,506,047 | $127,690,232 | $126,638,418 | -$1,051,814 | -0.82% | |
| Morgan Stanley | 0.01% | 3,070,125 | $111,814,038 | $110,892,915 | -$921,123 | -0.82% | |
| Dimensional Fund Advisors Lp | 0.02% | 2,901,699 | $105,683,961 | $104,809,368 | -$874,593 | -0.83% | |
| Bank Of New York Mellon Corp | 0.02% | 2,876,897 | $104,776,599 | $103,913,520 | -$863,079 | -0.82% | |
| Invesco Ltd. | 0.02% | 2,740,069 | $99,793,313 | $98,971,292 | -$822,021 | -0.82% | |
| Hamlin Capital Management, Llc | 2.06% | 2,656,429 | $91,753,058 | $95,950,215 | +$4,197,157 | +4.57% | |
| Mitsubishi Ufj Trust & Banking Corp | 0.22% | 2,485,146 | $90,509,017 | $89,763,474 | -$745,543 | -0.82% | |
| Charles Schwab Investment Management Inc | 0.01% | 2,462,980 | $89,701,732 | $88,962,838 | -$738,894 | -0.82% | |
| Federated Hermes, Inc. | 0.12% | 1,970,523 | $71,766,449 | $71,175,291 | -$591,158 | -0.82% | |
| Manufacturers Life Insurance Company, The | 0.06% | 1,887,304 | $68,735,612 | $68,169,420 | -$566,192 | -0.82% | |
| Goldman Sachs Group Inc | 0.01% | 1,775,356 | $64,658,481 | $64,125,859 | -$532,622 | -0.82% | |
| Jupiter Asset Management Ltd | 0.34% | 1,770,406 | $64,478,186 | $63,947,065 | -$531,121 | -0.82% | |
| Ameriprise Financial Inc | 0.01% | 1,654,427 | $60,264,103 | $59,757,903 | -$506,200 | -0.84% | |
| River Road Asset Management, Llc | 0.66% | 1,720,788 | $59,436,018 | $62,154,863 | +$2,718,845 | +4.57% | |
| Marshall Wace, Llp | 0.06% | 1,617,489 | $58,908,949 | $58,423,703 | -$485,246 | -0.82% | |
| Arrowstreet Capital, Limited Partnership | 0.03% | 1,593,122 | $58,021,503 | $57,543,567 | -$477,936 | -0.82% | |
| First Trust Advisors Lp | 0.04% | 1,521,047 | $55,396,536 | $54,940,218 | -$456,318 | -0.82% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,332,798 | $48,540,503 | $48,140,664 | -$399,839 | -0.82% | |
| Bragg Financial Advisors, Inc | 1.52% | 1,321,705 | $48,136,497 | $47,739,985 | -$396,512 | -0.82% | |
| Lansforsakringar Fondforvaltning Ab (Publ) | 0.25% | 1,309,086 | $47,676,662 | $47,284,186 | -$392,476 | -0.82% | |
| Energy Income Partners, Llc | 0.75% | 1,283,595 | $46,748,530 | $46,363,451 | -$385,079 | -0.82% | |
| Victory Capital Management Inc | 0.03% | 1,208,297 | $44,006,177 | $43,643,688 | -$362,489 | -0.82% | |
| Diamond Hill Capital Management Inc | 0.27% | 1,204,913 | $43,882,931 | $43,521,458 | -$361,473 | -0.82% | |
| Artisan Partners Limited Partnership | 0.07% | 1,201,838 | $43,770,940 | $43,410,389 | -$360,551 | -0.82% | |
| Mackenzie Financial Corp | 0.05% | 1,085,937 | $39,549,826 | $39,224,044 | -$325,782 | -0.82% | |
| Storebrand Asset Management As | 0.01% | 1,054,297 | $39,264,608 | $38,081,208 | -$1,183,400 | -3.01% | |
| Private Management Group Inc | 0.96% | 1,057,888 | $36,539,452 | $38,210,915 | +$1,671,463 | +4.57% | |
| Loomis Sayles & Co L P | 0.05% | 946,556 | $34,473,559 | $34,189,603 | -$283,956 | -0.82% | |
| Aqr Capital Management Llc | 0.02% | 924,617 | $33,674,542 | $33,397,166 | -$277,376 | -0.82% | |
| Royal Bank Of Canada | 0.01% | 875,650 | $31,892,000 | $31,628,478 | -$263,522 | -0.83% | |
| Raymond James Financial Inc | 0.01% | 799,233 | $29,108,059 | $28,868,296 | -$239,763 | -0.82% | |
| Man Group Plc | 0.06% | 779,141 | $28,376,315 | $28,142,573 | -$233,742 | -0.82% | |
| Bank Of America Corp | 0.00% | 769,877 | $28,038,912 | $27,807,957 | -$230,955 | -0.82% | |
| Arbejdsmarkedets Tillaegspension | 0.60% | 804,600 | $27,790,884 | $29,062,152 | +$1,271,268 | +4.57% | |
| Russell Investments Group, Ltd. | 0.03% | 760,269 | $27,689,598 | $27,460,916 | -$228,682 | -0.83% | |
| Squarepoint Ops Llc | 0.05% | 679,174 | $24,735,517 | $24,531,765 | -$203,752 | -0.82% | |
| Sei Investments Co | 0.02% | 671,769 | $24,465,010 | $24,264,296 | -$200,714 | -0.82% | |
| Qube Research & Technologies Ltd | 0.03% | 664,678 | $24,207,573 | $24,008,169 | -$199,404 | -0.82% | |
| Ubs Group Ag | 0.00% | 658,892 | $23,996,846 | $23,799,179 | -$197,667 | -0.82% | |
| Massachusetts Financial Services Co | 0.01% | 658,293 | $23,975,031 | $23,777,543 | -$197,488 | -0.82% |
Frequently asked questions about UGI
Who owns the most UGI stock?
The largest holders of UGI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for UGI CORP (UGI).
Is UGI widely held by superinvestors?
Many widely followed stocks like UGI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UGI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.