Latest Period
Q2 2026
Security Snapshot
UGI CORP /PA/ - COMMON STOCK (UGI) Institutional Ownership
CUSIP: 902681105
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
618
Shares (Excl. Options)
203,344,039
Price
$34.54
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- UGI on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 203,344,039
- Total 13F value
- $7,028,796,390
- Portfolio coverage rank
- 0%
- Share change
- +8,983,174
- Value change
- +$301,938,420
- Number of holders
- 618
- Shares outstanding
- 213,757,302
- SEC-reported price per share
- $36.89
- Insider filing price
- $36.89
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- UGI - UGI CORP /PA/ - COMMON STOCK is tracked under CUSIP 902681105.
- 618 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 597 to 618 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $7,072,651,185 to $7,028,796,390.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 618 institutions filings for Q2 2026.
Security key
902681105
Latest holder period
Q2 2026
13F holders
618
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
UGI full holder history
UGI CORP /PA/ SEC filings
UGI CORP /PA/ company facts
UGI CORP /PA/ insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 902681105:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
UGI
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | $847,626,428 | 25,881,723 | BlackRock, Inc. | 31 Dec 2024 | |||
| FMR LLC | 6.7% | +26% | $538,210,960 | +$104,943,578 | 14,321,739 | +24% | FMR LLC | 31 Mar 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.6% | $435,465,964 | 11,956,781 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.2% | $408,727,311 | 11,222,606 | Vanguard Capital Management | 31 Mar 2026 |
As of 30 Jun 2026, 618 institutional investors reported holding 203,344,039 shares of UGI CORP /PA/ - COMMON STOCK (UGI). This represents 95% of the company’s total 213,757,302 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
66%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | 26,463,921 | +3.1% | 0.01% | $914,063,832 |
| FMR LLC | 6.5% | 13,986,188 | -0.68% | 0.02% | $483,082,954 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.9% | 12,615,116 | +5.7% | 0.02% | $435,726,107 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 9,647,183 | +0.44% | 0.01% | $333,213,701 |
| NEUBERGER BERMAN GROUP LLC | 3.8% | 8,201,866 | -2.7% | 0.19% | $283,292,442 |
| STATE STREET CORP | 3.2% | 6,869,984 | +1.8% | 0.01% | $239,840,926 |
| LSV ASSET MANAGEMENT | 2.9% | 6,231,070 | +0.52% | 0.39% | $215,221,000 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.8% | 5,882,917 | +10% | 0.55% | $203,195,937 |
| SNYDER CAPITAL MANAGEMENT L P | 2.5% | 5,365,031 | -0.03% | 3.2% | $185,308,171 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 4,543,038 | +1.1% | 0.01% | $156,951,666 |
| NORTHERN TRUST CORP | 1.7% | 3,539,044 | +0.94% | 0.01% | $122,238,580 |
| Mitsubishi UFJ Trust & Banking Corp | 1.6% | 3,478,438 | +40% | 0.26% | $120,145,249 |
| AQR CAPITAL MANAGEMENT LLC | 1.6% | 3,469,229 | +275% | 0.04% | $119,688,394 |
| CAPTRUST FINANCIAL ADVISORS | 1.5% | 3,280,003 | -6.8% | 0.17% | $113,291,318 |
| Invesco Ltd. | 1.4% | 3,050,658 | +11% | 0.01% | $105,369,727 |
| DIMENSIONAL FUND ADVISORS LP | 1.4% | 2,980,373 | +2.7% | 0.02% | $102,946,206 |
| Bank of New York Mellon Corp | 1.3% | 2,797,324 | -2.8% | 0.02% | $96,619,573 |
| Hamlin Capital Management, LLC | 1.2% | 2,656,429 | +0.62% | 2.1% | $91,753,058 |
| MORGAN STANLEY | 1.2% | 2,654,902 | -14% | 0% | $91,700,392 |
| NORGES BANK | 1.2% | 2,627,450 | 0.01% | $90,752,123 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 2,471,540 | +0.35% | 0.01% | $85,366,992 |
| GOLDMAN SACHS GROUP INC | 1.1% | 2,308,567 | +30% | 0.01% | $79,737,898 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.99% | 2,115,491 | +12% | 0.06% | $73,069,059 |
| AMERIPRISE FINANCIAL INC | 0.83% | 1,779,937 | +7.6% | 0.01% | $61,488,874 |
| Bragg Financial Advisors, Inc | 0.81% | 1,732,179 | +31% | 1.6% | $59,829,463 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 203,344,039 | $7,028,796,390 | +$301,938,420 | $34.54 | 618 |
| 2026 Q1 | 194,093,511 | $7,072,651,185 | -$206,084,301 | $36.42 | 597 |
| 2025 Q4 | 199,264,369 | $7,462,433,197 | +$139,316,860 | $37.43 | 612 |
| 2025 Q3 | 196,108,495 | $6,526,031,261 | -$23,099,467 | $33.26 | 566 |
| 2025 Q2 | 196,300,446 | $7,152,045,269 | +$186,032,703 | $36.42 | 589 |
| 2025 Q1 | 191,470,683 | $6,335,376,990 | -$154,467,802 | $33.07 | 559 |
| 2024 Q4 | 197,146,930 | $5,584,515,010 | +$359,017,726 | $28.23 | 504 |
| 2024 Q3 | 181,252,590 | $4,546,273,305 | -$36,533,056 | $25.02 | 466 |
| 2024 Q2 | 183,010,525 | $4,195,180,033 | +$213,555,253 | $22.90 | 460 |
| 2024 Q1 | 173,297,714 | $4,254,262,832 | +$25,689,342 | $24.54 | 440 |
| 2023 Q4 | 172,228,642 | $4,244,689,518 | +$16,122,250 | $24.60 | 439 |
| 2023 Q3 | 171,561,574 | $3,949,685,883 | -$11,128,618 | $23.00 | 435 |
| 2023 Q2 | 171,243,530 | $4,625,662,036 | -$74,546,316 | $26.97 | 474 |
| 2023 Q1 | 173,681,590 | $6,041,804,797 | -$79,557,980 | $34.76 | 518 |
| 2022 Q4 | 176,306,157 | $6,547,385,932 | +$142,505,850 | $37.07 | 535 |
| 2022 Q3 | 172,345,640 | $5,579,685,655 | -$23,606,621 | $32.33 | 492 |
| 2022 Q2 | 171,963,764 | $6,649,111,257 | -$6,905,644 | $38.61 | 517 |
| 2022 Q1 | 173,943,907 | $6,300,038,362 | +$138,081,371 | $36.22 | 521 |
| 2021 Q4 | 168,771,117 | $7,745,168,723 | -$70,871,420 | $45.91 | 553 |
| 2021 Q3 | 169,039,624 | $7,202,342,882 | -$58,251,885 | $42.62 | 498 |
| 2021 Q2 | 170,276,014 | $7,880,047,921 | +$204,583,490 | $46.31 | 491 |
| 2021 Q1 | 166,017,830 | $6,786,748,427 | +$4,337,819 | $41.01 | 485 |
| 2020 Q4 | 166,519,113 | $5,817,220,646 | +$130,365,802 | $34.96 | 456 |
| 2020 Q3 | 163,290,458 | $5,382,618,300 | +$14,763,729 | $32.98 | 428 |
| 2020 Q2 | 162,491,823 | $5,167,300,926 | -$76,366,619 | $31.80 | 420 |