13F Insight
DOSSIER · 13F Holders · Q1 2026Utilities · Gas & Other Services CombinedCheap mega-capRe-rated
UGI

UGI CORP NEW

635 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 902681105·Gas & Other Services Combined·635 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.4%
vs prior quarter
13F value held
$4.4B
70.0% inst. owned
of float
Holders
635
+87 QoQ
filers reporting
Activity
+70 / −92
+834 added · −820 reduced
this quarter
Concentration
21.07%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

635 institutions reported UGI in Q1 2026. BlackRock, Inc. leads at 21.1% of the visible book. +87 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$935M25.7M0.02%Q1 202602
FMR LLC
CIK 0000315066
$513M14.1M0.03%Q1 202603
Vanguard Portfolio Management
CIK 0002100121· Index
$435M11.9M0.02%Q1 202604
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$350M9.6M0.01%Q1 202605
Neuberger Berman Group LLC
CIK 0001465109
$307M8.4M0.23%Q1 202606
STATE STREET CORP
CIK 0000093751
$248M6.7M0.01%Q1 202607
SNYDER CAPITAL MANAGEMENT L P
CIK 0001050477
$195M5.4M3.79%Q1 202608
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 0001082327
$195M5.3M0.66%Q1 202609
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$164M4.5M0.01%Q1 202610
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$128M3.5M0.22%Q1 202611
NORTHERN TRUST CORP
CIK 0000073124· Index
$128M3.5M0.02%Q1 202612
MORGAN STANLEY
CIK 0000895421
$112M3.1M0.01%Q1 202613
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$106M2.9M0.02%Q1 202614
Bank of New York Mellon Corp
CIK 0001390777
$105M2.9M0.02%Q1 202615
Invesco Ltd.
CIK 0000914208
$100M2.7M0.02%Q1 202616
Hamlin Capital Management, LLC
CIK 0001277403
$96M2.6M2.32%Q1 202617
Mitsubishi UFJ Trust & Banking Corp
CIK 0001462160
$91M2.5M0.22%Q1 202618
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$90M2.5M0.01%Q1 202619
FEDERATED HERMES, INC.
CIK 0001056288
$72M2.0M0.12%Q1 202620
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$69M1.9M0.06%Q1 2026
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