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UGI Institutional Ownership & 13F Holders | SmartMoneyDB

UGIUGI CORP NEW

COM · CUSIP 902681105

Smart Money Ownership

Of the 14 tracked institutions holding UGI, 7 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +3.0pt. It's a gauge of who owns the name, not just how many.

PRICE T ROWE ASSOCIATES INC /MD/

$18.3M

+3.5pt

UGI (UGI CORP NEW) Institutional Ownership Summary

Among the 14 tracked institutional investors we monitor, UGI (UGI CORP NEW) is held with a combined value of $2.72B across 76,666,199 shares. The largest holder is BlackRock, Inc. with a position worth $914.06M (0.01% of their portfolio). ADAGE CAPITAL PARTNERS GP, L.L.C. opened a new position in the most recent quarter. 9 funds increased their holdings. 4 funds reduced their position.

Total Institutional Value

$2.72B

Total Shares Held

76,666,199

Institutional Holders

% of Shares Outstanding

35.7%

of 214.49M shares · SEC 2026-07-31

Days to Cover

6.6-15.3%

10.73M shares short · FINRA 2026-08-14

Tracked 13F institutions hold 35.7% of UGI's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-31), not a live float.

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

AQR CAPITAL MANAGEMENT LLC+275% shares~$87.8M BlackRock, Inc.+3% shares~$27.5M ADAGE CAPITAL PARTNERS GP, L.L.C.New position~$20.6M CITADEL ADVISORS LLC+421% shares~$18.3M WELLINGTON MANAGEMENT GROUP LLP+39% shares~$5.4M

13F Institutional Holders

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AQR CAPITAL MANAGEMENT LLC

ADAGE CAPITAL PARTNERS GP, L.L.C.

0.03% of bookNew

$20.59M

WELLINGTON MANAGEMENT GROUP LLP

0.00% of book+38.5%

$19.59M

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book+37.7%

$18.34M

RENAISSANCE TECHNOLOGIES LLC

0.02% of book+13.4%

$14.13M

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$914.06M	26,463,921	0.01%	+3.1%
2	VANGUARD GROUP INC	$848.99M	22,682,203	0.01%	-6.6%
3	FMR LLC	$483.08M	13,986,188	0.02%	-0.7%
4	STATE STREET CORP	$239.84M	6,869,984	0.01%	+1.8%
5	AQR CAPITAL MANAGEMENT LLC	$119.69M	3,469,229	0.04%	+275.2%
6	CITADEL ADVISORS LLC	$22.65M	655,895	0.01%	+421.0%
7	ADAGE CAPITAL PARTNERS GP, L.L.C.	$20.59M	596,000	0.03%	New
8	WELLINGTON MANAGEMENT GROUP LLP	$19.59M	567,102	0.00%	+38.5%
9	PRICE T ROWE ASSOCIATES INC /MD/	$18.34M	530,895	0.00%	+37.7%
10	RENAISSANCE TECHNOLOGIES LLC	$14.13M	408,983	0.02%	+13.4%

Frequently Asked Questions

Which institutional investors own the most UGI stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of UGI with a position worth $914.06M, representing 0.01% of their portfolio. In total, 14 institutional investors hold UGI with a combined value of $2.72B.

Are hedge funds buying or selling UGI?

In the most recent quarter, 1 fund opened a new position in UGI. Additionally, 9 increased their holdings and 4 reduced their positions.

What percentage of UGI is owned by institutional investors?

Institutional investors hold $2.72B worth of UGI stock across 14 positions. The largest institutional holder is BlackRock, Inc. with $914.06M in holdings.

What is a 13F filing and why does it matter for UGI?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UGI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track UGI institutional moves

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