Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UGI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 25.7M | $934.5M | +0.9% | 11.945% | 0.02% |
| 2 | FMR LLC | 14.1M | $512.9M | +5.1% | 6.556% | 0.03% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 11.9M | $434.5M | β | 5.554% | 0.02% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 9.6M | $349.8M | β | 4.472% | 0.01% |
| 5 | Neuberger Berman Group LLC | 8.4M | $307.0M | +14.9% | 3.923% | 0.23% |
| 6 | STATE STREET CORP | 6.7M | $248.3M | -25.7% | 3.142% | 0.01% |
| 7 | SNYDER CAPITAL MANAGEMENT L P | 5.4M | $195.5M | -2.6% | 2.498% | 3.79% |
| 8 | FULLER & THALER ASSET MANAGEMENT, INC. | 5.3M | $194.6M | -3.7% | 2.487% | 0.66% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 4.5M | $163.6M | +3.4% | 2.091% | 0.01% |
| 10 | CAPTRUST FINANCIAL ADVISORS | 3.5M | $128.1M | +10.2% | 1.638% | 0.22% |
| 11 | NORTHERN TRUST CORP | 3.5M | $127.7M | +2.6% | 1.632% | 0.02% |
| 12 | MORGAN STANLEY | 3.1M | $111.8M | +10.9% | 1.429% | 0.01% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 2.9M | $105.7M | +1.2% | 1.351% | 0.02% |
| 14 | Bank of New York Mellon Corp | 2.9M | $104.8M | +14.5% | 1.339% | 0.02% |
| 15 | Invesco Ltd. | 2.7M | $99.8M | -21.4% | 1.276% | 0.02% |
| 16 | Hamlin Capital Management, LLC | 2.6M | $96.1M | +349.8% | 1.229% | 2.32% |
| 17 | Mitsubishi UFJ Trust & Banking Corp | 2.5M | $90.5M | +12.8% | 1.157% | 0.22% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.5M | $89.7M | +2.3% | 1.147% | 0.01% |
| 19 | FEDERATED HERMES, INC. | 2.0M | $71.8M | -5.6% | 0.917% | 0.12% |
| 20 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.9M | $68.7M | +4.0% | 0.879% | 0.06% |
| 21 | GOLDMAN SACHS GROUP INC | 1.8M | $64.7M | -8.6% | 0.827% | 0.01% |
| 22 | JUPITER ASSET MANAGEMENT LTD | 1.8M | $64.5M | 0.0% | 0.824% | 0.34% |
| 23 | AMERIPRISE FINANCIAL INC | 1.7M | $60.3M | -10.1% | 0.770% | 0.01% |
| 24 | MARSHALL WACE, LLP | 1.6M | $58.9M | +6517.7% | 0.753% | 0.06% |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.6M | $58.0M | +363.5% | 0.742% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UGI β a direct measure of their conviction.
Filings activity in UGI during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new UGI position in Q1 2026
Institutions that fully closed their UGI position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 582 | 3.3% | 88.63% | 6.16 pp | $6.67B | 6.5% |
| Q4 2025 | 602 | +9.7% | 94.79% | +12.21 pp | $7.13B | +15% |
| Q3 2025 | 549 | 6.0% | 82.58% | 8.30 pp | $6.21B | 9.1% |
| Q2 2025 | 584 | +5.8% | 90.88% | +11.09 pp | $6.84B | +14% |
| Q1 2025 | 552 | +12% | 79.79% | +9.95 pp | $6.00B | +14% |
| Q4 2024 | 494 | +6.7% | 69.84% | +13.16 pp | $5.26B | +23% |
| Q3 2024 | 463 | +2.0% | 56.68% | 26.67 pp | $4.26B | 32% |
| Q2 2024 | 454 | β | 83.35% | β | $6.27B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UGI stock.
Based on Q1 2026 13F filings, institutional ownership of UGI Corporation stands at 88.6%, held across 582 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UGI, with approximately 25,659,078 shares worth $0.93B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of UGI.
Our composite Smart Money Score for UGI is 21 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
71 institutions opened new positions in UGI during Q1 2026, while 91 fully exited. 171 added to existing positions and 335 trimmed.
UGI institutional ownership fell by 6.16 percentage points quarter-over-quarter, with a net change of -20 holders.
The top 10 institutions account for 52.0% of all reported 13F value in UGI, and the top 25 account for 71.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
UGI Corporation (UGI) Institutional Ownership