UGI CORP NEW (UGI) is held by 223 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling UGI?

In Q1 2026, 112 institutions opened or increased positions in UGI CORP NEW while 103 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on UGI?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for UGI CORP NEW.

How many hedge funds hold UGI?

223 institutional investors report holding UGI CORP NEW (UGI) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into UGI?

As of Q1 2026, tracked institutions in UGI CORP NEW show 112 buyers versus 103 sellers — net inflows.

UGI CORP NEW

UGI·902681105·US·Common Stock·Utilities - Utilities - Regulated Gas-13D/G

223

Holders

Avg rating(44 Elite)

$5.9B

Total Value

52% (232)

Fund Consensus

112 buying - 103 selling

Smart Money Verdict

View all

Held by 223 funds

44 elite

Who's Trading

Activist

FMR LLC6.7%May 6, 2026

ActivistVAVanguard Capital Management5.2%Apr 30, 2026

ActivistVPVanguard Portfolio Management5.6%Apr 29, 2026

Activist

The Vanguard Group0.0%Mar 27, 2026

InsiderHLHartz Joseph L.Sell $192KDec 17, 2025

InsiderOSO'Brien SeanSell $895KDec 5, 2025

InsiderOSO'Brien SeanSell $186KDec 5, 2025

InsiderBGBell Hans G.Sell $440KNov 26, 2025

InsiderHLHartz Joseph L.Sell $580KNov 25, 2025

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	25.7M(+0.9%)	$934.5M	0.0%	+31.92%	32
FMR LLC	Increased	14.1M(+5.1%)	$512.9M	0.0%	+25.96%	33
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	11.9M	$434.5M	0.0%	-3.34%	43
VAVANGUARD CAPITAL MANAGEMENT LLC	New	9.6M	$349.8M	0.0%	-3.34%	43
Neuberger Berman Group LLC	Increased	8.4M(+14.9%)	$307M	0.2%	+4.16%	42
STATE STREET CORP	Decreased	6.7M(-25.7%)	$248.3M	0.0%	+56.29%	0
FULLER & THALER ASSET MANAGEMENT, INC.	Decreased	5.3M(-3.7%)	$194.6M	0.7%	+63.36%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	4.5M(+3.4%)	$163.6M	0.0%	+9.84%	31
CAPTRUST FINANCIAL ADVISORS	Increased	3.5M(+10.2%)	$128.1M	0.2%	+0.82%	40
NORTHERN TRUST CORP	Increased	3.5M(+2.6%)	$127.7M	0.0%	+14.85%	31
MORGAN STANLEY	Increased	3.1M(+10.9%)	$111.8M	0.0%	+49.73%	33
DIMENSIONAL FUND ADVISORS LP	Increased	2.9M(+1.2%)	$105.7M	0.0%	+31.47%	30
Bank of New York Mellon Corp	Increased	2.9M(+14.5%)	$104.8M	0.0%	+22.40%	34
Invesco Ltd.	Decreased	2.7M(-21.4%)	$99.8M	0.0%	+18.69%	0
Mitsubishi UFJ Trust & Banking Corp	Increased	2.5M(+12.8%)	$90.5M	0.2%	+14.22%	40
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	2.5M(+2.3%)	$89.7M	0.0%	+17.04%	30
FEDERATED HERMES, INC.	Decreased	2M(-5.6%)	$71.8M	0.1%	+35.83%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Increased	1.9M(+4.0%)	$68.7M	0.1%	+2.39%	31
GOLDMAN SACHS GROUP INC	Decreased	1.8M(-8.6%)	$64.7M	0.0%	+7.94%	0
JUPITER ASSET MANAGEMENT LTD	Unchanged	1.8M	$64.5M	0.3%	+63.76%	0