Who owns UGI
579 institutions reported holding UGI for 2026Q1, together 87% of the company, fewer than the 599 a quarter earlier.
579
Institutions reporting a position · as of 2026Q1 · down from 599 the quarter before
- Shares held by institutions
- 193.7M
Shares held by institutions · 87% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $7.06B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 35%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 58
- Positions exited
- 84
- Added to
- 206
- Reduced
- 174
- Top 10 holdersof the company
- 46%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 579 | 193.7M | $7.06B |
| 2025Q4 | 599 | 199.1M | $7.46B |
| 2025Q3 | 561 | 196.0M | $6.52B |
| 2025Q2 | 586 | 196.3M | $7.15B |
| 2025Q1 | 554 | 194.5M | $6.44B |
| 2024Q4 | 498 | 196.9M | $5.58B |
| 2024Q3 | 466 | 181.0M | $4.54B |
| 2024Q2 | 457 | 182.5M | $4.18B |
| 2024Q1 | 438 | 173.3M | $4.26B |
| 2023Q4 | 437 | 171.9M | $4.24B |
| 2023Q3 | 438 | 171.5M | $3.95B |
| 2023Q2 | 481 | 172.2M | $4.66B |
| 2023Q1 | 514 | 173.5M | $6.04B |
| 2022Q4 | 530 | 179.1M | $6.62B |
| 2022Q3 | 504 | 171.8M | $5.56B |
| 2022Q2 | 524 | 171.4M | $6.63B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Inc. | 25.7M | 12% | $935M |
| VANGUARD GROUP INC | 23.2M | 10% | $846M |
| FMR LLC | 14.1M | 6.3% | $513M |
| Neuberger Berman Group LLC | 8.4M | 3.8% | $307M |
| STATE STREET CORP | 6.7M | 3.0% | $248M |
| LSV ASSET MANAGEMENT | 6.2M | 2.8% | $226M |
| SNYDER CAPITAL MANAGEMENT L P | 5.4M | 2.4% | $195M |
| FULLER & THALER ASSET MANAGEMENT, INC. | 5.3M | 2.4% | $195M |
| GEODE CAPITAL MANAGEMENT LLC | 4.5M | 2.0% | $164M |
| CAPTRUST FINANCIAL ADVISORS | 3.5M | 1.6% | $128M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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