13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
UGI 5 06/01/28

UGI CORP NEW

31 institutions still hold UGI CORP NEW as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 902681AB1·31 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.1%
vs prior quarter
13F value held
$847M
65.0% inst. owned
of float
Holders
31
+90 QoQ
filers reporting
Activity
+41 / −47
+870 added · −804 reduced
this quarter
Concentration
18.06%
Point72 Asset Management, L.P. #1
top holder share
AI Holders Summary · Q1 2026

31 institutions reported UGI 5 06/01/28 in Q1 2026. Point72 Asset Management, L.P. leads at 18.1% of the visible book. +90 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Point72 Asset Management, L.P.
CIK 0001603466
$153M108.7M0.20%Q1 202602
MILLENNIUM MANAGEMENT LLC
CIK 0001273087
$103M73.5M0.04%Q1 202603
Weiss Asset Management LP
CIK 0001357550
$100M70.9M1.68%Q1 202604
TENOR CAPITAL MANAGEMENT Co., L.P.
CIK 0001346554
$95M66.4M1.46%Q1 202605
Aequim Alternative Investments LP
CIK 0001728201
$91M65.0M1.77%Q1 202606
Alberta Investment Management Corp
CIK 0001463559· Sovereign
$56M40.0M0.34%Q1 202607
BlackRock, Inc.
CIK 0002012383
$54M38.3M0.00%Q1 202608
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$47M33.5M0.02%Q1 202609
Calamos Advisors LLC
CIK 0001316507
$28M20.1M0.10%Q1 202610
STATE STREET CORP
CIK 0000093751
$21M15.0M0.00%Q1 202611
HG Vora Capital Management, LLC
CIK 0001525362
$21M14.9M10.96%Q1 202612
BANK OF MONTREAL /CAN/
CIK 0000927971
$14M10.0M0.01%Q1 202613
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$12M8.4M0.33%Q1 202614
BNP Paribas Asset Management Holding S.A.
CIK 0001520354
$11M7.8M0.01%Q1 202615
LOOMIS SAYLES & CO L P
CIK 0000312348
$10M288K0.01%Q1 202616
FMR LLC
CIK 0000315066
$9M6.6M0.00%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M6.0M0.00%Q1 202618
Nicholas Investment Partners, LP
CIK 0001389574
$5M3.3M0.33%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$4M3.0M0.00%Q1 202620
Invesco Ltd.
CIK 0000914208
$4M2.6M0.00%Q1 2026
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