DOSSIER · 13F Holders · Q1 2026Utilities · Gas & Other Services Combined
UGI

UGI CORP NEW

644 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·644 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$4.6B
visible holders
Holders
644
filers reporting
Concentration
20.37%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

644 institutions reported UGI in Q1 2026. BlackRock, Inc. leads at 20.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$935M25.7M0.02%Q1 2026
02
FMR LLC
CIK 0000315066
$513M14.1M0.03%Q1 2026
03
Vanguard Portfolio Management
CIK 0002100121· Index
$435M11.9M0.02%Q1 2026
04
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$350M9.6M0.01%Q1 2026
05
Neuberger Berman Group LLC
CIK 0001465109
$307M8.4M0.23%Q1 2026
06
STATE STREET CORP
CIK 0000093751
$248M6.7M0.01%Q1 2026
07
LSV ASSET MANAGEMENT
CIK 0001050470
$226M6.2M0.49%Q1 2026
08
SNYDER CAPITAL MANAGEMENT L P
CIK 0001050477
$195M5.4M3.79%Q1 2026
09
FULLER & THALER ASSET MANAGEMENT, INC.
CIK 0001082327
$195M5.3M0.66%Q1 2026
10
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$164M4.5M0.01%Q1 2026
11
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$128M3.5M0.22%Q1 2026
12
NORTHERN TRUST CORP
CIK 0000073124· Index
$128M3.5M0.02%Q1 2026
13
MORGAN STANLEY
CIK 0000895421
$112M3.1M0.01%Q1 2026
14
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$106M2.9M0.02%Q1 2026
15
Bank of New York Mellon Corp
CIK 0001390777
$105M2.9M0.02%Q1 2026
16
Invesco Ltd.
CIK 0000914208
$100M2.7M0.01%Q1 2026
17
Hamlin Capital Management, LLC
CIK 0001277403
$92M2.7M2.06%Q2 2026
18
Mitsubishi UFJ Trust & Banking Corp
CIK 0001462160
$91M2.5M0.22%Q1 2026
19
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$90M2.5M0.01%Q1 2026
20
FEDERATED HERMES, INC.
CIK 0001056288
$72M2.0M0.12%Q1 2026
Page 1 of 33
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Insiders at UGI CORP NEW
O'Brien SeanTematio Jean FelixHartz Joseph L.Bell Hans G.Sharp MichaelBingenheimer DavidFaraca Tina VeronicaDosch Ted A