UGI Institutional Ownership
Top institutional (13F) holders of UGI and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
50
Institutional value
$4.36B
Top holder
BlackRock, Inc.
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Top holders
| Holder | Filed | Value |
|---|---|---|
| BlackRock, Inc.holding company | Aug 7, 2026 | $914.06M |
| FMR LLCinvestment advisor | Aug 13, 2026 | $483.08M |
| Vanguard Portfolio Managementinvestment advisor | Aug 13, 2026 | $435.73M |
| Vanguard Capital Managementinvestment advisor | Aug 13, 2026 | $333.21M |
| Neuberger Berman Group LLCinvestment advisor | Oct 27, 2026 | $283.29M |
| STATE STREET CORPORATIONholding company | Sep 22, 2026 | $239.84M |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | Nov 6, 2026 | $155.45M |
| NORTHERN TRUST CORPinvestment advisor | Aug 13, 2026 | $122.24M |
| AQR CAPITAL MANAGEMENT LLCinvestment advisor | Aug 14, 2026 | $119.69M |
| Dimensional Fund Advisors LPinvestment advisor | Nov 4, 2026 | $110.35M |
| Invesco Ltd.holding company | Aug 14, 2026 | $105.37M |
| Bank of New York Mellon Corpholding company | Nov 5, 2026 | $105.06M |
| MORGAN STANLEYholding company | Aug 13, 2026 | $91.7M |
| Norges Bankother | Aug 12, 2026 | $90.75M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | Aug 14, 2026 | $85.37M |
| GOLDMAN SACHS GROUP INCinvestment advisor | Aug 14, 2026 | $79.74M |
| Ameriprise Financial, Inc.holding company | Aug 14, 2026 | $61.49M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIPinvestment advisor | Aug 13, 2026 | $56.89M |
| JPMORGAN CHASE & COholding company | Aug 12, 2026 | $43.89M |
| UBS Group AGbank | Aug 13, 2026 | $37.7M |
| ROYAL BANK OF CANADAholding company | Aug 14, 2026 | $35.52M |
| BANK OF AMERICA CORP /DE/holding company | Aug 14, 2026 | $30.93M |
| Loomis, Sayles & Co., L.P.investment advisor | Aug 14, 2026 | $30.54M |
| Artisan Partners Limited Partnershipinvestment advisor | Aug 13, 2026 | $26.7M |
| CITADEL ADVISORS LLCinvestment advisor | Sep 1, 2026 | $23.84M |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
No current 5%+ holders of UGI on file.
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.