UGI CORP /PA/ - Common Stock (UGI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
UGI on NYSE
Shares outstanding
215,107,715
Price per share
$37.43
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
196,107,681
Total reported value
$6,526,099,993
% of total 13F portfolios
0.01%
Share change
-292,256
Value change
-$26,698,244
Number of holders
562
Price from insider filings
$37.43
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UGI CORP /PA/ - Common Stock (UGI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 12% $809,321,478 25,881,723 BlackRock, Inc. 31 Dec 2024
VANGUARD GROUP INC 11% $807,741,085 24,285,661 The Vanguard Group 30 Sep 2025
FMR LLC 5.4% $360,518,112 11,529,201 FMR LLC 31 Dec 2024

As of 30 Sep 2025, 562 institutional investors reported holding 196,107,681 shares of UGI CORP /PA/ - Common Stock (UGI). This represents 91% of the company’s total 215,107,715 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UGI CORP /PA/ - Common Stock (UGI) together control 64% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 12% 25,276,429 +0.25% 0.01% $840,694,025
VANGUARD GROUP INC 11% 24,285,661 -7.8% 0.01% $807,741,084
FMR LLC 5.9% 12,714,996 +4.4% 0.02% $422,900,775
STATE STREET CORP 4.4% 9,473,640 -2.3% 0.01% $318,602,622
FULLER & THALER ASSET MANAGEMENT, INC. 3% 6,372,447 -6.8% 0.72% $211,947,576
LSV ASSET MANAGEMENT 2.7% 5,894,263 +20% 0.43% $196,043,000
SNYDER CAPITAL MANAGEMENT L P 2.5% 5,354,117 +11% 3.4% $178,077,931
GEODE CAPITAL MANAGEMENT, LLC 2.1% 4,475,044 +5.6% 0.01% $148,864,438
Pictet Asset Management Holding SA 1.7% 3,719,945 +1.6% 0.12% $123,725,371
NEUBERGER BERMAN GROUP LLC 1.6% 3,538,963 +8% 0.09% $117,705,920
NORTHERN TRUST CORP 1.6% 3,502,882 -2.5% 0.01% $116,505,855
Invesco Ltd. 1.6% 3,454,587 +174% 0.02% $114,899,563
CAPTRUST FINANCIAL ADVISORS 1.3% 2,863,933 +11% 0.19% $95,254,425
MORGAN STANLEY 1.3% 2,860,349 -1.7% 0.01% $95,135,260
DIMENSIONAL FUND ADVISORS LP 1.3% 2,829,437 +0.91% 0.02% $94,106,124
Mitsubishi UFJ Trust & Banking Corp 1.2% 2,591,626 +4.9% 0.19% $86,197,480
Bank of New York Mellon Corp 1.2% 2,556,450 -0.32% 0.02% $85,027,530
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 2,475,329 -0.44% 0.01% $82,329,443
FEDERATED HERMES, INC. 1.1% 2,436,191 -22% 0.14% $81,027,713
FIRST TRUST ADVISORS LP 1.1% 2,387,189 -7.3% 0.06% $79,397,909
AMERIPRISE FINANCIAL INC 1.1% 2,286,699 -7.5% 0.02% $76,075,488
JPMORGAN CHASE & CO 0.83% 1,791,182 +11% 0% $59,574,721
JUPITER ASSET MANAGEMENT LTD 0.79% 1,709,384 -8.9% 0.49% $56,854,112
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.72% 1,548,294 +5% 0.02% $51,496,258
Energy Income Partners, LLC 0.72% 1,540,273 -0.65% 0.99% $51,229,480

Institutional Holders of UGI CORP /PA/ - Common Stock (UGI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,852,916 $144,271,817 +$19,700,308 $37.43 73
2025 Q3 196,107,681 $6,526,099,993 -$26,698,244 $33.26 562
2025 Q2 196,305,552 $7,152,333,135 +$186,299,488 $36.42 590
2025 Q1 191,470,683 $6,335,377,141 -$154,467,825 $33.07 559
2024 Q4 197,138,366 $5,584,230,500 +$461,932,657 $28.23 503
2024 Q3 177,690,211 $4,457,142,355 -$120,951,205 $25.02 469
2024 Q2 182,993,071 $4,194,780,537 +$259,698,105 $22.90 461
2024 Q1 171,127,453 $4,201,004,177 -$38,385,243 $24.54 440
2023 Q4 662,505 $16,297,623 -$2,342,681 $24.60 5
2023 Q3 168,520,185 $3,879,729,007 -$41,607,939 $23.00 427
2023 Q2 169,331,859 $4,574,103,949 -$130,335,508 $26.97 466
2023 Q1 172,477,840 $5,999,963,772 -$47,016,746 $34.76 509
2022 Q4 175,694,418 $6,524,707,007 +$158,808,004 $37.07 524
2022 Q3 168,399,070 $5,452,060,067 +$195,219 $32.33 475
2022 Q2 168,839,278 $6,507,563,664 -$37,933,225 $38.61 500
2022 Q1 172,525,112 $6,248,655,923 +$149,983,487 $36.22 507
2021 Q4 168,077,895 $7,713,343,345 -$63,186,520 $45.91 542
2021 Q3 168,048,512 $7,160,104,972 -$52,080,738 $42.62 493
2021 Q2 170,040,408 $7,869,140,235 +$197,631,630 $46.31 485
2021 Q1 165,503,892 $6,765,672,044 +$3,954,943 $41.01 480
2020 Q4 165,849,060 $5,793,795,632 +$128,825,707 $34.96 448
2020 Q3 162,730,974 $5,364,167,580 +$9,908,130 $32.98 422
2020 Q2 161,897,808 $5,148,411,430 -$75,254,912 $31.80 413
2020 Q1 163,451,967 $4,363,622,002 +$33,965,207 $26.67 409
2019 Q4 161,790,765 $7,301,651,275 +$168,524,395 $45.16 474
2019 Q3 157,498,678 $7,910,277,392 +$527,906,123 $50.27 494
2019 Q2 146,862,159 $7,817,967,184 +$572,635,532 $53.41 438
2019 Q1 138,476,517 $7,655,751,698 -$46,804,689 $55.42 477
2018 Q4 138,625,254 $7,377,887,163 +$73,118,628 $53.35 469
2018 Q3 137,184,773 $7,603,001,127 +$79,424,031 $55.48 458
2018 Q2 128,571,751 $6,694,732,297 +$80,625,774 $52.07 440
2018 Q1 137,549,922 $6,099,762,976 +$36,890,187 $44.42 437
2017 Q4 135,297,066 $6,332,170,801 -$97,671,962 $46.95 439
2017 Q3 134,095,684 $6,285,691,133 -$55,484,917 $46.86 407
2017 Q2 135,965,910 $6,583,034,105 -$1,127,488 $48.41 416
2017 Q1 137,100,435 $6,772,818,002 +$793,472,142 $49.40 423
2016 Q4 135,138,754 $6,225,544,001 -$16,785,522 $46.08 414
2016 Q3 135,571,628 $6,129,896,968 -$74,507,341 $45.24 417
2016 Q2 137,249,759 $6,210,138,336 +$120,292,287 $45.25 422
2016 Q1 134,805,980 $5,430,690,582 +$32,071,701 $40.29 362
2015 Q4 134,011,343 $4,524,758,341 -$19,666,578 $33.76 361
2015 Q3 134,713,081 $4,690,488,097 +$15,409,504 $34.82 338
2015 Q2 132,927,529 $4,579,282,726 +$95,192,170 $34.45 356
2015 Q1 129,357,000 $4,218,163,358 -$62,162,039 $32.59 358
2014 Q4 133,520,636 $5,071,324,648 -$16,124,897 $37.98 356
2014 Q3 134,461,942 $4,583,832,248 +$1,468,739,125 $34.09 325
2014 Q2 90,645,943 $4,577,564,243 -$28,820,312 $50.50 319
2014 Q1 91,049,846 $4,152,679,395 +$115,768,602 $45.61 300