Security Snapshot

UGI CORP /PA/ - COMMON STOCK (UGI) Institutional Ownership

CUSIP: 902681105

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

592

Shares (Excl. Options)

193,972,949

Price

$36.42

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.01%
Share change
-5,363,792
Value change
-$203,922,160
Number of holders
592
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
213,757,302
SEC-reported price per share
$34.85
Insider filing price
$34.85
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.
  • 592 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 610 to 592 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $7,462,426,197 to $7,068,260,162.

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

Latest holder context comes from 592 institutions filings for Q1 2026.

Open SEC evidence

Security key

902681105

Latest holder period

Q1 2026

13F holders

592

13D/G owners

4

CIK / CUSIP context first

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 31 Mar 2026, 592 institutional investors reported holding 193,972,949 shares of UGI CORP /PA/ - COMMON STOCK (UGI). This represents 91% 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
63%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 25,659,078 +0.92% 0.02% $934,503,628
FMR LLC 6.6% 14,082,427 +5.1% 0.03% $512,881,986
VANGUARD PORTFOLIO MANAGEMENT LLC 5.6% 11,930,765 0% 0.02% $434,518,461
VANGUARD CAPITAL MANAGEMENT LLC 4.5% 9,605,356 0% 0.01% $349,827,066
NEUBERGER BERMAN GROUP LLC 3.9% 8,427,167 +15% 0.23% $307,043,392
STATE STREET CORP 3.2% 6,749,087 -26% 0.01% $248,306,201
LSV ASSET MANAGEMENT 2.9% 6,199,039 +7.3% 0.49% $225,769,000
SNYDER CAPITAL MANAGEMENT L P 2.5% 5,366,697 -2.6% 3.8% $195,455,105
FULLER & THALER ASSET MANAGEMENT, INC. 2.5% 5,342,372 -3.7% 0.66% $194,569,187
GEODE CAPITAL MANAGEMENT, LLC 2.1% 4,492,133 +3.4% 0.01% $163,639,787
CAPTRUST FINANCIAL ADVISORS 1.6% 3,518,196 +10% 0.22% $128,135,047
NORTHERN TRUST CORP 1.6% 3,506,047 +2.6% 0.02% $127,690,232
MORGAN STANLEY 1.4% 3,070,125 +11% 0.01% $111,814,038
DIMENSIONAL FUND ADVISORS LP 1.4% 2,901,699 +1.2% 0.02% $105,683,961
Bank of New York Mellon Corp 1.3% 2,876,897 +14% 0.02% $104,776,599
Invesco Ltd. 1.3% 2,740,069 -21% 0.02% $99,793,313
Hamlin Capital Management, LLC 1.2% 2,639,989 +350% 2.3% $96,148,399
Mitsubishi UFJ Trust & Banking Corp 1.2% 2,485,146 +13% 0.22% $90,509,017
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 2,462,980 +2.3% 0.01% $89,701,732
FEDERATED HERMES, INC. 0.92% 1,970,523 -5.6% 0.12% $71,766,449
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.88% 1,887,304 +4% 0.06% $68,735,612
GOLDMAN SACHS GROUP INC 0.83% 1,775,356 -8.6% 0.01% $64,658,481
JUPITER ASSET MANAGEMENT LTD 0.83% 1,770,406 0% 0.34% $64,478,186
AMERIPRISE FINANCIAL INC 0.77% 1,654,427 -10% 0.01% $60,264,103
MARSHALL WACE, LLP 0.76% 1,617,489 +6518% 0.06% $58,908,949

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 193,972,949 $7,068,260,162 -$203,922,160 $36.42 592
2025 Q4 199,264,182 $7,462,426,197 +$139,316,860 $37.43 610
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
2020 Q1 164,926,738 $4,402,957,188 +$34,445,554 $26.67 418
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