$UGI

$39.26 +$0.15 (0.38%) Close

$UGI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 214.5M shares outstanding

Who owns UGI?

By type of holder

Institutions 94.7% Insiders 0.0% Everyone else 5.3%

Concentration Top 10 holders own 46.5%

BlackRock, Inc. 12.3% · FMR LLC 6.5%

Institutional ownership

94.7%

+4.2 pts vs last qtr

Institutional holders

623

+25 vs last qtr

Net shares bought

+9.0M

by institutions in Q2 2026

New / sold out

99 / 74

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +2.6M
Aqr Capital Management LLC +2.5M

Biggest sellers in Q2 2026

Federated Hermes, Inc. −1.5M
Lansforsakringar Fondforvaltning AB (publ) SOLD OUT −1.3M

Who is planning to sell?

Notices of proposed sale, last 12 months

$3.63M

6 notices from 5 people

Shares covered

98.2K

0.05% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Sean P Obrien Officer $1.08M
Kathleen Shea-Ballay Officer $852K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

+24.8%

+2.49% a year

Each share's claim on the business

−19.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$299M vs $178M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years77% 3–5 years3% 1–3 years11% Under 1 year9%

Quarterly turnover

9.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting UGI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	26.5M	12.34%	+804.8K (+3.1%)	≤2021	0.0%
Shares held by quarter Peak holding28.0M (Q3'24) Change over 8 quarters−1.5M Share of the company12.340% BlackRock, Inc.'s full portfolio →
F FMR LLC	14.0M	6.52%	−96.2K (−0.7%)	≤2021	0.0%
Shares held by quarter Peak holding14.1M (Q1'26) Change over 8 quarters+4.6M Share of the company6.520% FMR LLC's full portfolio →

BlackRock, Inc.

26.5M

% of company

12.34%

Change vs last qtr

+804.8K (+3.1%)

Held since

≤2021

FMR LLC

14.0M

% of company

6.52%

Change vs last qtr

−96.2K (−0.7%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding UGI Corporation, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UGI on Form N-PORT; together they hold 47.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$253M	7.3M	3.42%	0.20%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$235M	6.8M	3.17%	0.01%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$253M

% of company

3.42%

% of the fund

0.20%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$235M

% of company

3.17%

% of the fund

0.01%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding UGI Corporation and how much of the fund the position is.

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