Ugi Institutional Ownership

NYSE UGI

$38.55 -0.03 (-0.08%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

619 Institutions

Increased 349 56.4%

Unchanged 102 16.5%

Reduced 168 27.1%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

94.66%

▲+4.41 pp QoQ

Shares Held by Institutions

203.23Mn

of 214.69Mn outstanding

▲+4.82% QoQ

Shares Outstanding

214.69Mn

11.46Mn held outside 13F filers

Institutional Investors

619

filed 13F for Jun 2026

▲+26 vs prior quarter

Net Shares Added (QoQ)

+9.35Mn

accumulated since last quarter

Value of Holdings

$7.84Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Updated Oct 11, 2026

Ugi Corp (NYSE:UGI) was held by 618 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

Collectively, these holders controlled 94.66% of UGI's outstanding shares in Q2 2026, up from 90.25% in Q1 2026.
Total holdings of UGI shares rose 4.82% from Q1 2026, and the holder count rose 4.22% from Q2 2025.
Looking at the 618 holders of UGI individually, 348 added to their positions, 168 reduced their stakes and 102 left their positions unchanged.
Combined, institutional investors held 203.23Mn shares of UGI as of Q2 2026, up 9.35Mn from the prior quarter and up 10.03Mn from a year earlier.
BlackRock, Inc. was the top holder of UGI as of June 30, 2026, with 26.46Mn shares, or 12.33% of shares outstanding.
Among existing holders, the largest additions to UGI in Q2 2026 came from AQR Capital Management LLC (+2.54Mn shares), Mitsubishi UFJ Trust & Banking Corp (+993.29K shares), River Road Asset Management, LLC (+942.1K shares), BlackRock, Inc. (+804.84K shares) and Vanguard Portfolio Management LLC (+684.35K shares).
The biggest cuts to UGI positions during Q2 2026 came from Federated Hermes, Inc. (-1.48Mn shares), Jupiter Asset Management LTD (-1.27Mn shares), Marshall Wace, LLP (-1.03Mn shares), Man Group plc (-486.66K shares) and Artisan Partners Limited Partnership (-428.79K shares).
Per Business Quant data, the 10 largest holders of UGI at the end of Q2 2026 were BlackRock, Inc. (26.46Mn shares), FMR LLC (13.99Mn shares), Vanguard Portfolio Management LLC (12.62Mn shares), Vanguard Capital Management LLC (9.65Mn shares), Neuberger Berman Group LLC (8.2Mn shares), State Street Corp (6.87Mn shares), LSV Asset Management (6.23Mn shares), Fuller & Thaler Asset Management, Inc. (5.88Mn shares), Snyder Capital Management L.P. (5.37Mn shares) and Geode Capital Management, LLC (4.54Mn shares).

Form 13F Holdings

620 Institutional Holders

Report period 30 Jun, 2026

Total shares held 203.23Mn

Of outstanding 94.66%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	26,463,921	12.33%	▲804,843	+3.14%	$914.06Mn
2	FMR LLC	0000315066	13,986,188	6.51%	▼96,239	-0.68%	$483.08Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	12,615,116	5.88%	▲684,351	+5.74%	$435.73Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	9,647,183	4.49%	▲41,827	+0.44%	$333.21Mn
5	Neuberger Berman Group LLC	0001465109	8,201,866	3.82%	▼225,301	-2.67%	$283.29Mn
6	State Street Corp	0000093751	6,869,984	3.20%	▲120,897	+1.79%	$239.84Mn
7	LSV ASSET MANAGEMENT	0001050470	6,231,070	2.90%	▲32,031	+0.52%	$215.22K
8	FULLER & THALER ASSET MANAGEMENT, INC.	0001082327	5,882,917	2.74%	▲540,545	+10.12%	$203.20Mn
9	SNYDER CAPITAL MANAGEMENT L P	0001050477	5,365,031	2.50%	▼1,666	-0.03%	$185.31Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	4,543,038	2.12%	▲50,905	+1.13%	$156.95Mn
11	Northern Trust Corp	0000073124	3,539,044	1.65%	▲32,997	+0.94%	$122.24Mn
12	Mitsubishi UFJ Trust & Banking Corp	0001462160	3,478,438	1.62%	▲993,292	+39.97%	$120.15Mn
13	AQR CAPITAL MANAGEMENT LLC	0001167557	3,469,229	1.62%	▲2,544,612	+275.21%	$119.69Mn
14	CAPTRUST FINANCIAL ADVISORS	0001512024	3,280,003	1.53%	▼238,193	-6.77%	$113.29Mn
15	Invesco Ltd.	0000914208	3,050,658	1.42%	▲310,589	+11.34%	$105.37Mn
16	DIMENSIONAL FUND ADVISORS LP	0000354204	2,980,373	1.39%	▲78,674	+2.71%	$102.95Mn
17	Bank of New York Mellon Corp	0001390777	2,797,324	1.30%	▼79,573	-2.77%	$96.62Mn
18	Hamlin Capital Management, LLC	0001277403	2,656,429	1.24%	▲16,440	+0.62%	$91.75Mn
19	Morgan Stanley	0000895421	2,654,902	1.24%	▼415,223	-13.52%	$91.70Mn
20	NORGES BANK	0001374170	2,627,450	1.22%	▲2,627,450	0.00%	$90.75Mn

Showing 1 to 20 of 620 holders