UGI Institutional Ownership & Shareholders
UGI CORP (UGI) is currently held by 617 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $6.90B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.02B, representing an estimated gain of +11.96% 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
617
Total Reported Value
$6.90B
Largest Holder
Blackrock, Inc.
Largest Position
$914.06M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
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 | $1,023,359,825 | +$109,295,993 | +11.96% | |
| Fmr Llc | 0.02% | 13,986,188 | $483,082,954 | $540,845,890 | +$57,762,936 | +11.96% | |
| Vanguard Portfolio Management Llc | 0.02% | 12,615,116 | $435,726,107 | $487,826,536 | +$52,100,429 | +11.96% | |
| Vanguard Capital Management Llc | 0.01% | 9,647,183 | $333,213,701 | $373,056,567 | +$39,842,866 | +11.96% | |
| Neuberger Berman Group Llc | 0.20% | 7,334,009 | $274,511,958 | $283,606,128 | +$9,094,170 | +3.31% | |
| State Street Corp | 0.01% | 6,869,984 | $239,840,926 | $265,662,281 | +$25,821,355 | +10.77% | |
| Lsv Asset Management | 0.39% | 6,231,070 | $215,221,000 | $240,955,477 | +$25,734,477 | +11.96% | |
| Fuller & Thaler Asset Management, Inc. | 0.55% | 5,882,917 | $203,195,937 | $227,492,400 | +$24,296,463 | +11.96% | |
| Snyder Capital Management L P | 3.20% | 5,365,031 | $185,308,171 | $207,465,749 | +$22,157,578 | +11.96% | |
| Geode Capital Management, Llc | 0.01% | 4,543,038 | $156,951,666 | $175,679,279 | +$18,727,613 | +11.93% | |
| Northern Trust Corp | 0.01% | 3,539,044 | $122,238,580 | $136,854,831 | +$14,616,251 | +11.96% | |
| Aqr Capital Management Llc | 0.04% | 3,469,229 | $119,688,394 | $134,155,085 | +$14,466,691 | +12.09% | |
| Captrust Financial Advisors | 0.17% | 3,280,003 | $113,291,318 | $126,837,716 | +$13,546,398 | +11.96% | |
| Invesco Ltd. | 0.01% | 3,050,658 | $105,369,727 | $117,968,945 | +$12,599,218 | +11.96% | |
| Dimensional Fund Advisors Lp | 0.02% | 2,980,373 | $102,946,206 | $115,251,024 | +$12,304,818 | +11.95% | |
| Bank Of New York Mellon Corp | 0.02% | 2,797,324 | $96,619,573 | $108,172,519 | +$11,552,946 | +11.96% | |
| Morgan Stanley | 0.00% | 2,654,902 | $91,700,392 | $102,665,060 | +$10,964,668 | +11.96% | |
| Hamlin Capital Management, Llc | 2.26% | 2,554,320 | $91,112,594 | $98,775,554 | +$7,662,960 | +8.41% | |
| Norges Bank | 0.01% | 2,627,450 | $90,752,123 | $101,603,492 | +$10,851,369 | +11.96% | |
| Charles Schwab Investment Management Inc | 0.01% | 2,471,540 | $85,366,992 | $95,574,452 | +$10,207,460 | +11.96% | |
| Goldman Sachs Group Inc | 0.01% | 2,308,567 | $79,737,898 | $89,272,286 | +$9,534,388 | +11.96% | |
| Manufacturers Life Insurance Company, The | 0.06% | 2,115,491 | $73,069,059 | $81,806,037 | +$8,736,978 | +11.96% | |
| Ameriprise Financial Inc | 0.01% | 1,779,937 | $61,488,874 | $68,830,164 | +$7,341,290 | +11.94% | |
| Bragg Financial Advisors, Inc | 1.60% | 1,732,179 | $59,829,463 | $66,983,362 | +$7,153,899 | +11.96% | |
| River Road Asset Management, Llc | 0.66% | 1,720,788 | $59,436,018 | $66,542,872 | +$7,106,854 | +11.96% | |
| First Trust Advisors Lp | 0.03% | 1,684,817 | $58,193,582 | $65,151,873 | +$6,958,291 | +11.96% | |
| Arrowstreet Capital, Limited Partnership | 0.03% | 1,647,013 | $56,887,829 | $63,689,993 | +$6,802,164 | +11.96% | |
| Mackenzie Financial Corp | 0.06% | 1,429,760 | $50,999,539 | $55,288,819 | +$4,289,280 | +8.41% | |
| Deprince Race & Zollo Inc | 0.88% | 1,402,156 | $50,014,904 | $54,221,373 | +$4,206,469 | +8.41% | |
| Lansforsakringar Fondforvaltning Ab (Publ) | 0.25% | 1,309,086 | $47,676,662 | $50,622,356 | +$2,945,694 | +6.18% | |
| Vanguard Fiduciary Trust Co | 0.01% | 1,355,516 | $46,819,523 | $52,417,804 | +$5,598,281 | +11.96% | |
| Russell Investments Group, Ltd. | 0.04% | 1,335,508 | $46,130,488 | $51,644,094 | +$5,513,606 | +11.95% | |
| Energy Income Partners, Llc | 0.71% | 1,302,403 | $44,985,000 | $50,363,924 | +$5,378,924 | +11.96% | |
| Jpmorgan Chase & Co | 0.00% | 1,248,079 | $43,894,885 | $48,263,215 | +$4,368,330 | +9.95% | |
| Victory Capital Management Inc | 0.02% | 1,223,700 | $42,266,598 | $47,320,479 | +$5,053,881 | +11.96% | |
| Diamond Hill Capital Management Inc | 0.31% | 1,109,276 | $38,314,393 | $42,895,703 | +$4,581,310 | +11.96% | |
| Ubs Group Ag | 0.01% | 1,091,353 | $37,695,332 | $42,202,621 | +$4,507,289 | +11.96% | |
| Private Management Group Inc | 0.96% | 1,057,888 | $36,539,452 | $40,908,529 | +$4,369,077 | +11.96% | |
| Royal Bank Of Canada | 0.01% | 1,028,353 | $35,520,000 | $39,766,411 | +$4,246,411 | +11.95% | |
| Raymond James Financial Inc | 0.01% | 1,017,500 | $35,144,446 | $39,346,725 | +$4,202,279 | +11.96% | |
| Thrivent Financial For Lutherans | 0.06% | 999,037 | $34,507,000 | $38,632,761 | +$4,125,761 | +11.96% | |
| Bank Of America Corp | 0.00% | 895,457 | $30,929,083 | $34,627,322 | +$3,698,239 | +11.96% | |
| Loomis Sayles & Co L P | 0.04% | 884,110 | $30,537,177 | $34,188,534 | +$3,651,357 | +11.96% | |
| Artisan Partners Limited Partnership | 0.04% | 773,053 | $26,701,251 | $29,893,960 | +$3,192,709 | +11.96% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.02% | 761,712 | $26,309,531 | $29,455,403 | +$3,145,872 | +11.96% | |
| Cresset Asset Management, Llc | 0.09% | 687,162 | $23,992,590 | $26,572,555 | +$2,579,965 | +10.75% | |
| Arbejdsmarkedets Tillaegspension | 0.60% | 664,400 | $23,699,148 | $25,692,348 | +$1,993,200 | +8.41% | |
| Sei Investments Co | 0.02% | 668,363 | $23,085,701 | $25,845,597 | +$2,759,896 | +11.96% | |
| Allianz Asset Management Gmbh | 0.02% | 662,274 | $22,874,944 | $25,610,136 | +$2,735,192 | +11.96% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 625,245 | $22,771,423 | $24,178,224 | +$1,406,801 | +6.18% |
Frequently asked questions about UGI
Who are the largest institutional holders of UGI?
The largest institutional holders of UGI reported in the latest SEC Form 13F filings include Blackrock, Inc., Fmr Llc, Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and Neuberger Berman Group Llc. InsiderSet ranks institutional holders by their latest reported UGI position.
What is UGI institutional ownership?
This page tracks UGI positions reported by institutional investment managers through SEC Form 13F. UGI CORP (UGI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UGI?
InsiderSet currently tracks 617 institutional managers reporting UGI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UGI shareholders.
How much UGI stock do institutions own?
Institutional investment managers disclosed approximately $6.90B in UGI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UGI institutional ownership last updated?
The latest UGI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UGI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UGI position after the reporting date.
Are institutions buying or selling UGI?
Institutional buying and selling can be analyzed by comparing UGI positions across consecutive 13F reporting periods. InsiderSet's UGI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UGI ownership changes.
How has UGI institutional ownership changed over time?
InsiderSet tracks UGI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.