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UGI Corporation (UGI) Institutional Ownership & Insider Trading

621 institutions reported holding UGI Corporation shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 7 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

UGIUGI CorporationFollow UGI — free
Utilities - Regulated Gas · Utilities
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Price chart with a free account
Market cap
8.3B
P/E TTM
12.9
Dividend yield
3.9%
52-week
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Next earnings
18 Nov, in 25 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

621 institutions held 94.9% of the shares. Across filers that reported both quarters, shares held changed +3.4%.

Increased+215New+70Decreased-143Closed-57

Largest moves, shares (millions)

AQR Capital Management+2.5MDeprince Race & Zollo+1.3MMitsubishi UFJ Trust &…+1.0MFederated Hermes-1.5MLansforsakringar…-1.3MJupiter Asset Management-1.3M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-5.6Sep 24+11.0Dec 24-2.4Mar 25+2.3Jun 25+4.3Sep 25+4.0Dec 25-7.9Mar 26+6.5Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 26621204+3.4%2157014357
Mar 26591194-4.4%1874717856
Dec 25602205+2.0%1766518433
Sep 25552198+2.2%1715116662
Jun 25584196+1.2%1877315146
Mar 25556191-1.2%1719315341
Dec 24497194+6.2%1615612638
Sep 24464177-3.6%1465613046

UGI Corporation — questions

Who owns UGI Corporation stock?
621 institutions reported UGI Corporation shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (12.3%), FMR LLC (6.5%), VANGUARD PORTFOLIO MANAGEMENT LLC (5.9%).
Are UGI Corporation insiders buying or selling?
7 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from UGI Corporation's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.