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UGIUtilitiesCommon Stock

Ugi Corp

Held by 13 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 902681105 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 13 of the investors we track own this stock. In the latest quarter, 5 of them bought more of it and 6 sold some or all of theirs. That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
13
0 vs last quarter (like-for-like)
Total value held
$415.60M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.1%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
-$8.06M
-2.4% vs last quarter
Net shares bought
+264.2K
Est. net flow +$9.13M
Quarter activity
5 bought · 6 sold
0 new · 0 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns UGI?

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Who owns UGI? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 LSV Asset Management LSV Asset Management 6.23M $215.22M 0.4% Added +32.0K +0.5% +$1.11M
2 Norges Bank Norges Bank Investment Management 2.63M $90.75M 0.0% — — — —
3 Diamond Hill Diamond Hill Capital Management 1.11M $38.31M 0.3% Reduced -95.6K -7.9% -$3.30M
4 Ken Griffin Citadel Advisors 655.89K $22.65M 0.0% Added +530.0K +421.0% +$18.31M
5 David Shaw D.E. Shaw & Co. 426.19K $14.72M 0.0% Reduced -81.9K -16.1% -$2.83M
6 Jim Simons Renaissance Technologies 408.98K $14.13M 0.0% Added +48.2K +13.4% +$1.66M
7 Ray Dalio Bridgewater Associates 206.39K $7.13M 0.0% Added +121.1K +141.9% +$4.18M
8 Two Sigma Two Sigma Investments 140.84K $4.86M 0.0% Added +69.6K +97.6% +$2.40M
9 Bill Miller Miller Value Partners 121.00K $4.18M 1.0% Held 0 0.0% $0
10 Israel Englander Millennium Management 37.04K $1.28M 0.0% Reduced -355.8K -90.6% -$12.29M
11 Jeremy Grantham GMO 32.27K $1.11M 0.0% Reduced -3.0K -8.4% -$102.17K
12 Mario Gabelli GAMCO Investors 24.70K $852.97K 0.0% Reduced -128 -0.5% -$4.42K
13 Matthew McLennan First Eagle Investment Management 11.42K $394.48K 0.0% Reduced -280 -2.4% -$9.67K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No tracked manager sold out of this stock this quarter.

Politician trades

Politician trades in UGI

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.