UGI CORP NEW (UGI) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling UGI?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for UGI CORP NEW, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on UGI?

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

Is institutional money flowing into UGI?

216 institutional investors hold UGI CORP NEW (UGI). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about UGI?

Track institutional sentiment and conviction scores for UGI CORP NEW (UGI) including Smart Money Verdict and position changes on HoldingsIntel.

UGI CORP NEW

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

216

Holders

Avg rating(20 Elite)

$5.1B

Total Value

51% (228)

Fund Consensus

107 buying - 104 selling

Smart Money Verdict

View all

39Weak MomentumStrong Convergence

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See how UGI's score breaks down across 4 SEC sources

Held by 216 funds

20 elite

Who's Trading

Activist

FMR LLC6.7%May 6, 2026

ActivistVAVanguard Capital Management5.2%Apr 30, 2026

InsiderHLHartz Joseph L.Sell $192KDec 17, 2025

InsiderOSO'Brien SeanSell $895KDec 5, 2025

InsiderUNUnknownSell $186KDec 5, 2025

InsiderBGBell Hans G.Sell $440KNov 26, 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%	+25.11%	32
FMR LLC	Increased	14.1M(+5.1%)	$512.9M	0.0%	+19.46%	33
Neuberger Berman Group LLC	Increased	8.4M(+14.9%)	$307M	0.2%	-1.21%	42
STATE STREET CORP	Decreased	6.7M(-25.7%)	$248.3M	0.0%	+48.23%	0
FULLER & THALER ASSET MANAGEMENT, INC.	Decreased	5.3M(-3.7%)	$194.6M	0.7%	+54.93%	0
GEODE CAPITAL MANAGEMENT, LLC	Increased	4.5M(+3.4%)	$163.6M	0.0%	+4.17%	31
CAPTRUST FINANCIAL ADVISORS	Increased	3.5M(+10.2%)	$128.1M	0.2%	-4.38%	40
NORTHERN TRUST CORP	Increased	3.5M(+2.6%)	$127.7M	0.0%	+8.92%	31
MORGAN STANLEY	Increased	3.1M(+10.9%)	$111.8M	0.0%	+42.00%	33
DIMENSIONAL FUND ADVISORS LP	Increased	2.9M(+1.2%)	$105.7M	0.0%	+24.68%	30
Bank of New York Mellon Corp	Increased	2.9M(+14.5%)	$104.8M	0.0%	+16.08%	34
Invesco Ltd.	Decreased	2.7M(-21.4%)	$99.8M	0.0%	+12.56%	0
Mitsubishi UFJ Trust & Banking Corp	Increased	2.5M(+12.8%)	$90.5M	0.2%	+8.32%	40
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	2.5M(+2.3%)	$89.7M	0.0%	+11.00%	30
FEDERATED HERMES, INC.	Decreased	2M(-5.6%)	$71.8M	0.1%	+28.82%	0
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Increased	1.9M(+4.0%)	$68.7M	0.1%	-2.90%	31
GOLDMAN SACHS GROUP INC	Decreased	1.8M(-8.6%)	$64.7M	0.0%	+2.36%	0
JUPITER ASSET MANAGEMENT LTD	Unchanged	1.8M	$64.5M	0.3%	+55.31%	0
AMERIPRISE FINANCIAL INC	Decreased	1.7M(-10.1%)	$60.3M	0.0%	+21.95%	0
MWMARSHALL WACE, LLP	Increased	1.6M(+6517.7%)	$58.9M	0.1%	-8.36%	48

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer