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Of the 12 tracked institutions holding UGI, 6 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +3.4pt. It's a gauge of who owns the name, not just how many.
Among the 12 tracked institutional investors we monitor, UGI (UGI CORP NEW) is held with a combined value of $2.64B across 71,892,316 shares. The largest holder is BlackRock, Inc. with a position worth $934.50M (0.02% of their portfolio). 6 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$2.64B
Total Shares Held
71,892,316
Institutional Holders
12
% of Shares Outstanding
33.5%
of 214.39M shares · SEC 2026-04-30
Days to Cover
10.4-21.0%
12.20M shares short · FINRA 2026-07-15
Tracked 13F institutions hold 33.5% 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 2026-04-30), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $934.50M | 0.02% | +0.9% |
| 2 | VANGUARD GROUP INC | $848.99M | 0.01% | -6.6% |
| 3 | FMR LLC | $512.88M | 0.03% | +5.1% |
| 4 | STATE STREET CORP | $248.31M | 0.01% | -25.7% |
| 5 | AQR CAPITAL MANAGEMENT LLC | $33.67M | 0.02% | +3.0% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | $14.91M | 0.00% | -3.9% |
| 7 | MILLENNIUM MANAGEMENT LLC | $14.31M | 0.01% | -41.8% |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $14.04M | 0.00% | +19.4% |
| 9 | RENAISSANCE TECHNOLOGIES LLC | $13.14M | 0.02% | +68.4% |
| 10 | CITADEL ADVISORS LLC | $4.58M | 0.00% | -72.0% |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of UGI with a position worth $934.50M, representing 0.02% of their portfolio. In total, 12 institutional investors hold UGI with a combined value of $2.64B.
Institutional investors hold $2.64B worth of UGI stock across 12 positions. The largest institutional holder is BlackRock, Inc. with $934.50M in holdings.
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.
Get notified when hedge funds change their UGI positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$37.33
2026-07-24
YTD
-0.8%
63% of 52-week range
