| 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 | |||
| VANGUARD GROUP INC | 11% | $807,741,085 | 24,285,661 | The Vanguard Group | 30 Sep 2025 | |||
| FMR LLC | 5.4% | $377,581,330 | 11,529,201 | FMR LLC | 31 Dec 2024 |
As of 30 Sep 2025, 562 institutional investors reported holding 196,106,845 shares of UGI CORP /PA/ - Common Stock (UGI). This represents 91% of the company’s total 215,107,715 outstanding shares.
The largest institutional shareholders of UGI CORP /PA/ - Common Stock (UGI) together control 64% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 12% | 25,276,429 | +0.25% | 0.01% | $840,694,025 |
| VANGUARD GROUP INC | 11% | 24,285,661 | -7.8% | 0.01% | $807,741,084 |
| FMR LLC | 5.9% | 12,714,996 | +4.4% | 0.02% | $422,900,775 |
| STATE STREET CORP | 4.4% | 9,473,640 | -2.3% | 0.01% | $318,602,622 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 3% | 6,372,447 | -6.8% | 0.72% | $211,947,576 |
| LSV ASSET MANAGEMENT | 2.7% | 5,894,263 | +20% | 0.43% | $196,043,000 |
| SNYDER CAPITAL MANAGEMENT L P | 2.5% | 5,354,117 | +11% | 3.4% | $178,077,931 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1% | 4,475,044 | +5.6% | 0.01% | $148,864,438 |
| Pictet Asset Management Holding SA | 1.7% | 3,719,945 | +1.6% | 0.12% | $123,725,371 |
| NEUBERGER BERMAN GROUP LLC | 1.6% | 3,538,963 | +8% | 0.09% | $117,705,920 |
| NORTHERN TRUST CORP | 1.6% | 3,502,882 | -2.5% | 0.01% | $116,505,855 |
| Invesco Ltd. | 1.6% | 3,454,587 | +174% | 0.02% | $114,899,563 |
| CAPTRUST FINANCIAL ADVISORS | 1.3% | 2,863,933 | +11% | 0.19% | $95,254,425 |
| MORGAN STANLEY | 1.3% | 2,860,349 | -1.7% | 0.01% | $95,135,260 |
| DIMENSIONAL FUND ADVISORS LP | 1.3% | 2,829,437 | +0.91% | 0.02% | $94,106,124 |
| Mitsubishi UFJ Trust & Banking Corp | 1.2% | 2,591,626 | +4.9% | 0.19% | $86,197,480 |
| Bank of New York Mellon Corp | 1.2% | 2,556,450 | -0.32% | 0.02% | $85,027,530 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 2,475,329 | -0.44% | 0.01% | $82,329,443 |
| FEDERATED HERMES, INC. | 1.1% | 2,436,191 | -22% | 0.14% | $81,027,713 |
| FIRST TRUST ADVISORS LP | 1.1% | 2,387,189 | -7.3% | 0.06% | $79,397,909 |
| AMERIPRISE FINANCIAL INC | 1.1% | 2,286,699 | -7.5% | 0.02% | $76,075,488 |
| JPMORGAN CHASE & CO | 0.83% | 1,791,182 | +11% | 0% | $59,574,721 |
| JUPITER ASSET MANAGEMENT LTD | 0.79% | 1,709,384 | -8.9% | 0.49% | $56,854,112 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.72% | 1,548,294 | +5% | 0.02% | $51,496,258 |
| Energy Income Partners, LLC | 0.72% | 1,540,273 | -0.65% | 0.99% | $51,229,480 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,934,678 | $184,762,187 | -$8,854,139 | $37.43 | 82 |
| 2025 Q3 | 196,106,845 | $6,526,071,874 | -$26,926,387 | $33.26 | 562 |
| 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 |
| 2019 Q4 | 161,958,681 | $7,309,234,934 | +$168,536,899 | $45.16 | 480 |
| 2019 Q3 | 157,737,857 | $7,922,300,088 | +$527,466,806 | $50.27 | 499 |
| 2019 Q2 | 147,027,562 | $7,826,801,239 | +$506,296,568 | $53.41 | 442 |
| 2019 Q1 | 138,566,681 | $7,660,748,955 | -$44,459,693 | $55.42 | 480 |
| 2018 Q4 | 138,853,537 | $7,390,066,044 | +$82,111,270 | $53.35 | 473 |
| 2018 Q3 | 137,242,829 | $7,606,222,225 | +$79,810,708 | $55.48 | 461 |
| 2018 Q2 | 136,079,549 | $7,085,603,596 | -$68,430,040 | $52.07 | 444 |
| 2018 Q1 | 137,649,841 | $6,104,201,194 | +$107,275,919 | $44.42 | 441 |
| 2017 Q4 | 135,446,316 | $6,339,176,715 | -$11,707,570 | $46.95 | 446 |
| 2017 Q3 | 135,056,117 | $6,330,697,554 | -$53,043,657 | $46.86 | 412 |
| 2017 Q2 | 136,106,357 | $6,589,833,609 | +$1,069,896 | $48.41 | 419 |
| 2017 Q1 | 137,238,930 | $6,779,685,891 | +$816,178,406 | $49.40 | 426 |
| 2016 Q4 | 135,245,019 | $6,230,440,625 | -$16,506,731 | $46.08 | 418 |
| 2016 Q3 | 135,654,932 | $6,133,665,639 | -$71,721,795 | $45.24 | 419 |
| 2016 Q2 | 137,249,759 | $6,210,138,336 | +$121,451,424 | $45.25 | 422 |
| 2016 Q1 | 134,884,731 | $5,433,863,582 | +$27,698,538 | $40.29 | 363 |
| 2015 Q4 | 134,426,966 | $4,538,830,341 | -$16,622,112 | $33.76 | 362 |
| 2015 Q3 | 134,868,646 | $4,695,905,097 | +$13,210,814 | $34.82 | 339 |
| 2015 Q2 | 134,565,823 | $4,635,722,726 | +$95,669,534 | $34.45 | 357 |
| 2015 Q1 | 131,843,733 | $4,299,233,358 | -$57,821,725 | $32.59 | 362 |
| 2014 Q4 | 133,652,815 | $5,076,345,648 | -$16,083,576 | $37.98 | 357 |
| 2014 Q3 | 134,593,037 | $4,588,301,248 | +$1,471,856,217 | $34.09 | 325 |
| 2014 Q2 | 90,692,399 | $4,579,910,243 | -$30,642,870 | $50.50 | 320 |
| 2014 Q1 | 91,431,883 | $4,170,104,395 | +$115,476,208 | $45.61 | 300 |