Ugi Corp /Pa/ (UGI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

221,418,000Shares Outstanding

206,257,448Shares held by institutions

$7,584,086,363Value of institutional holdings

93.15%Institutional ownership %

4.66%Shares Changed QoQ

595No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Ugi Corp /Pa/ (NYSE:UGI) has 594 institutional investors with active 13F positions as of December 2025.

They owned 92.2% of outstanding stock in December 2025, up from 91.8% the prior quarter.
They increased total shares held in UGI by 3.97% quarter over quarter, and investors in Ugi increased 17.86% from a year ago.
Of these 594 funds, 301 grew their exposure to Ugi, 201 cut back, and 92 maintained positions.
In total, institutional investors held 204.22Mn shares in Ugi as of December 2025, up by 7.8Mn shares quarter on quarter, and up 1.66Mn shares year over year.
Investors Research Corp leads ownership in UGI with 27.88K shares as of December 31, 2025, equal to 0.01% of outstanding shares.
The biggest sellers of Ugi for the quarter ending December 2025 included Investors Research Corp (1.4K).
Business Quant data shows the 3 biggest positions in Ugi as of December 2025 are held by Investors Research Corp (27.88K), Ares Financial Consulting, LLC (137), Coastline Trust Co (30).

595 Institutional Holders

206,257,448 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	25,425,789	149,360	0.59%	$951,687,287.00
VANGUARD GROUP INC	31 Dec, 2025	22,682,203	-1,603,458	-6.60%	$848,994,858.00
FMR LLC	31 Dec, 2025	13,396,036	681,040	5.36%	$501,413,663.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	11,092,476	4,720,029	74.07%	$415,191,412.00
State Street Corp	31 Dec, 2025	9,081,665	-391,975	-4.14%	$343,306,188.00
Neuberger Berman Group LLC	31 Dec, 2025	7,334,009	3,795,046	107.24%	$274,511,958.00
LSV ASSET MANAGEMENT	31 Dec, 2025	5,775,509	-118,754	-2.01%	$216,177.00
SNYDER CAPITAL MANAGEMENT L P	31 Dec, 2025	5,510,710	156,593	2.92%	$206,265,875.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	4,342,677	-132,367	-2.96%	$162,577,770.00
Goldman Sachs Group Inc	31 Dec, 2025	3,886,048	2,914,751	300.09%	$145,454,778.00
Invesco Ltd.	31 Dec, 2025	3,486,332	31,745	0.92%	$130,493,407.00
Northern Trust Corp	31 Dec, 2025	3,416,658	-86,224	-2.46%	$127,885,509.00
CAPTRUST FINANCIAL ADVISORS	31 Dec, 2025	3,191,444	327,511	11.44%	$119,455,754.00
NORGES BANK	31 Dec, 2025	2,942,537	2,942,537	0.00%	$110,139,160.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,866,116	36,679	1.30%	$107,281,684.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	2,828,724	441,535	18.50%	$105,879,143.00
Morgan Stanley	31 Dec, 2025	2,768,790	-91,559	-3.20%	$103,635,883.00
Bank of New York Mellon Corp	31 Dec, 2025	2,513,301	-43,149	-1.69%	$94,072,838.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	2,408,324	-67,005	-2.71%	$90,143,567.00
Mitsubishi UFJ Trust & Banking Corp	31 Dec, 2025	2,203,547	-388,079	-14.97%	$82,500,799.00

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