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 $6.91B 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 $914.06M in its June 30, 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 $1.01B, representing an estimated gain of +10.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% 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
604
Total Reported Value
$6.91B
Largest Holder
Blackrock, Inc.
Largest Position
$914.06M
Insider Transactions (90d)
1
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 26,463,921 | $914,063,832 | $1,010,392,504 | +$96,328,672 | +10.54% | |
| Fmr Llc | 0.02% | 13,986,188 | $483,082,954 | $533,992,658 | +$50,909,704 | +10.54% | |
| Vanguard Portfolio Management Llc | 0.02% | 12,615,116 | $435,726,107 | $481,645,129 | +$45,919,022 | +10.54% | |
| Vanguard Capital Management Llc | 0.01% | 9,647,183 | $333,213,701 | $368,329,447 | +$35,115,746 | +10.54% | |
| Neuberger Berman Group Llc | 0.19% | 8,201,866 | $283,292,442 | $313,147,244 | +$29,854,802 | +10.54% | |
| State Street Corp | 0.01% | 6,869,984 | $239,840,926 | $262,295,989 | +$22,455,063 | +9.36% | |
| Lsv Asset Management | 0.39% | 6,231,070 | $215,221,000 | $237,902,253 | +$22,681,253 | +10.54% | |
| Fuller & Thaler Asset Management, Inc. | 0.55% | 5,882,917 | $203,195,937 | $224,609,771 | +$21,413,834 | +10.54% | |
| Snyder Capital Management L P | 3.20% | 5,365,031 | $185,308,171 | $204,836,884 | +$19,528,713 | +10.54% | |
| Geode Capital Management, Llc | 0.01% | 4,543,038 | $156,951,666 | $173,453,191 | +$16,501,525 | +10.51% | |
| Northern Trust Corp | 0.01% | 3,539,044 | $122,238,580 | $135,120,700 | +$12,882,120 | +10.54% | |
| Aqr Capital Management Llc | 0.04% | 3,469,229 | $119,688,394 | $132,455,163 | +$12,766,769 | +10.67% | |
| Captrust Financial Advisors | 0.17% | 3,280,003 | $113,291,318 | $125,230,515 | +$11,939,197 | +10.54% | |
| Invesco Ltd. | 0.01% | 3,050,658 | $105,369,727 | $116,474,122 | +$11,104,395 | +10.54% | |
| Dimensional Fund Advisors Lp | 0.02% | 2,980,373 | $102,946,206 | $113,790,641 | +$10,844,435 | +10.53% | |
| Bank Of New York Mellon Corp | 0.02% | 2,797,324 | $96,619,573 | $106,801,830 | +$10,182,257 | +10.54% | |
| Hamlin Capital Management, Llc | 2.06% | 2,656,429 | $91,753,058 | $101,422,459 | +$9,669,401 | +10.54% | |
| Morgan Stanley | 0.00% | 2,654,902 | $91,700,392 | $101,364,158 | +$9,663,766 | +10.54% | |
| Norges Bank | 0.01% | 2,627,450 | $90,752,123 | $100,316,041 | +$9,563,918 | +10.54% | |
| Charles Schwab Investment Management Inc | 0.01% | 2,471,540 | $85,366,992 | $94,363,397 | +$8,996,405 | +10.54% | |
| Goldman Sachs Group Inc | 0.01% | 2,308,567 | $79,737,898 | $88,141,088 | +$8,403,190 | +10.54% | |
| Manufacturers Life Insurance Company, The | 0.06% | 2,115,491 | $73,069,059 | $80,769,446 | +$7,700,387 | +10.54% | |
| Ameriprise Financial Inc | 0.01% | 1,779,937 | $61,488,874 | $67,957,995 | +$6,469,121 | +10.52% | |
| Bragg Financial Advisors, Inc | 1.60% | 1,732,179 | $59,829,463 | $66,134,594 | +$6,305,131 | +10.54% | |
| River Road Asset Management, Llc | 0.66% | 1,720,788 | $59,436,018 | $65,699,686 | +$6,263,668 | +10.54% | |
| First Trust Advisors Lp | 0.03% | 1,684,817 | $58,193,582 | $64,326,313 | +$6,132,731 | +10.54% | |
| Arrowstreet Capital, Limited Partnership | 0.03% | 1,647,013 | $56,887,829 | $62,882,956 | +$5,995,127 | +10.54% | |
| Mackenzie Financial Corp | 0.05% | 1,526,713 | $52,732,667 | $58,289,902 | +$5,557,235 | +10.54% | |
| Lansforsakringar Fondforvaltning Ab (Publ) | 0.25% | 1,309,086 | $47,676,662 | $49,980,903 | +$2,304,241 | +4.83% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,355,516 | $46,819,523 | $51,753,601 | +$4,934,078 | +10.54% | |
| Deprince Race & Zollo Inc | 0.78% | 1,338,417 | $46,228,924 | $51,100,761 | +$4,871,837 | +10.54% | |
| Russell Investments Group, Ltd. | 0.04% | 1,335,508 | $46,130,488 | $50,989,695 | +$4,859,207 | +10.53% | |
| Energy Income Partners, Llc | 0.71% | 1,302,403 | $44,985,000 | $49,725,747 | +$4,740,747 | +10.54% | |
| Jpmorgan Chase & Co | 0.00% | 1,248,079 | $43,894,885 | $47,651,656 | +$3,756,771 | +8.56% | |
| Victory Capital Management Inc | 0.02% | 1,223,700 | $42,266,598 | $46,720,866 | +$4,454,268 | +10.54% | |
| Diamond Hill Capital Management Inc | 0.31% | 1,109,276 | $38,314,393 | $42,352,158 | +$4,037,765 | +10.54% | |
| Ubs Group Ag | 0.01% | 1,091,353 | $37,695,332 | $41,667,858 | +$3,972,526 | +10.54% | |
| Private Management Group Inc | 0.96% | 1,057,888 | $36,539,452 | $40,390,164 | +$3,850,712 | +10.54% | |
| Royal Bank Of Canada | 0.01% | 1,028,353 | $35,520,000 | $39,262,518 | +$3,742,518 | +10.54% | |
| Raymond James Financial Inc | 0.01% | 1,017,500 | $35,144,446 | $38,848,150 | +$3,703,704 | +10.54% | |
| Thrivent Financial For Lutherans | 0.06% | 999,037 | $34,507,000 | $38,143,233 | +$3,636,233 | +10.54% | |
| Bank Of America Corp | 0.00% | 895,457 | $30,929,083 | $34,188,548 | +$3,259,465 | +10.54% | |
| Loomis Sayles & Co L P | 0.04% | 884,110 | $30,537,177 | $33,755,320 | +$3,218,143 | +10.54% | |
| Arbejdsmarkedets Tillaegspension | 0.60% | 804,600 | $27,790,884 | $30,719,628 | +$2,928,744 | +10.54% | |
| Artisan Partners Limited Partnership | 0.04% | 773,053 | $26,701,251 | $29,515,164 | +$2,813,913 | +10.54% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.02% | 761,712 | $26,309,531 | $29,082,164 | +$2,772,633 | +10.54% | |
| Cresset Asset Management, Llc | 0.09% | 687,162 | $23,992,590 | $26,235,845 | +$2,243,255 | +9.35% | |
| Sei Investments Co | 0.02% | 668,363 | $23,085,701 | $25,518,099 | +$2,432,398 | +10.54% | |
| Allianz Asset Management Gmbh | 0.02% | 662,274 | $22,874,944 | $25,285,621 | +$2,410,677 | +10.54% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 625,245 | $22,771,423 | $23,871,854 | +$1,100,431 | +4.83% |
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.