UGI UGI Corporation
UGI Corporation (UGI) Institutional Ownership
What the institutions did with UGI last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 26.5M | 13.0% |
| FMR LLC | 14.0M | 6.9% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12.6M | 6.2% |
| VANGUARD CAPITAL MANAGEMENT LLC | 9.6M | 4.7% |
| NEUBERGER BERMAN GROUP LLC | 8.2M | 4.0% |
| STATE STREET CORP | 6.9M | 3.4% |
| LSV ASSET MANAGEMENT | 6.2M | 3.1% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 5.9M | 2.9% |
| SNYDER CAPITAL MANAGEMENT L P | 5.4M | 2.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 4.5M | 2.2% |
| NORTHERN TRUST CORP | 3.5M | 1.7% |
| Mitsubishi UFJ Trust & Banking Corp | 3.5M | 1.7% |
| AQR CAPITAL MANAGEMENT LLC | 3.5M | 1.7% |
| CAPTRUST FINANCIAL ADVISORS | 3.3M | 1.6% |
| Invesco Ltd. | 3.1M | 1.5% |
| DIMENSIONAL FUND ADVISORS LP | 3.0M | 1.5% |
| Bank of New York Mellon Corp | 2.8M | 1.4% |
| Hamlin Capital Management, LLC | 2.7M | 1.3% |
| MORGAN STANLEY | 2.7M | 1.3% |
| NORGES BANK | 2.6M | 1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.5M | 1.2% |
| GOLDMAN SACHS GROUP INC | 2.3M | 1.1% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.1M | 1.0% |
| AMERIPRISE FINANCIAL INC | 1.8M | 0.9% |
| Bragg Financial Advisors, Inc | 1.7M | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | Increased | 924.6K | 3.5M | +2.5M |
| FEDERATED HERMES, INC. | Reduced | 2.0M | 492.6K | -1.5M |
| DEPRINCE RACE & ZOLLO INC | New | 0 | 1.3M | +1.3M |
| Lansforsakringar Fondforvaltning AB (publ) | Sold Out | 1.3M | 0 | -1.3M |
| JUPITER ASSET MANAGEMENT LTD | Reduced | 1.8M | 504.0K | -1.3M |
| MARSHALL WACE, LLP | Reduced | 1.6M | 585.4K | -1.0M |
| Mitsubishi UFJ Trust & Banking Corp | Increased | 2.5M | 3.5M | +993.3K |
| River Road Asset Management, LLC | Increased | 778.7K | 1.7M | +942.1K |
| BlackRock, Inc. | Increased | 25.7M | 26.5M | +804.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 11.9M | 12.6M | +684.4K |
| Qube Research & Technologies Ltd | Sold Out | 664.7K | 0 | -664.7K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | New | 0 | 596.0K | +596.0K |
| Russell Investments Group, Ltd. | Increased | 760.3K | 1.3M | +575.2K |
| FULLER & THALER ASSET MANAGEMENT, INC. | Increased | 5.3M | 5.9M | +540.5K |
| GOLDMAN SACHS GROUP INC | Increased | 1.8M | 2.3M | +533.2K |
| CITADEL ADVISORS LLC | Increased | 125.9K | 655.9K | +530.0K |
| Man Group plc | Reduced | 779.1K | 292.5K | -486.7K |
| HANCOCK WHITNEY CORP | Increased | 58.9K | 509.0K | +450.1K |
| MACKENZIE FINANCIAL CORP | Increased | 1.1M | 1.5M | +440.8K |
| UBS Group AG | Increased | 658.9K | 1.1M | +432.5K |
| Artisan Partners Limited Partnership | Reduced | 1.2M | 773.1K | -428.8K |
| MORGAN STANLEY | Reduced | 3.1M | 2.7M | -415.2K |
| Bragg Financial Advisors, Inc | Increased | 1.3M | 1.7M | +410.5K |
| PRUDENTIAL FINANCIAL INC | Increased | 19.3K | 428.3K | +409.0K |
| Balyasny Asset Management L.P. | Reduced | 595.2K | 204.6K | -390.6K |
| Callodine Capital Management, LP | Sold Out | 387.3K | 0 | -387.3K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 392.8K | 37.0K | -355.8K |
| Invesco Ltd. | Increased | 2.7M | 3.1M | +310.6K |
| BANK OF NOVA SCOTIA | New | 0 | 304.4K | +304.4K |
| RPG Investment Advisory, LLC | Sold Out | 285.4K | 0 | -285.4K |
| CITIGROUP INC | Increased | 73.7K | 358.1K | +284.4K |
| Sourcerock Group LLC | Sold Out | 268.8K | 0 | -268.8K |
| SIR Capital Management, L.P. | Reduced | 352.5K | 91.2K | -261.2K |
| Janney Montgomery Scott LLC | New | 0 | 243.6K | +243.6K |
| CAPTRUST FINANCIAL ADVISORS | Reduced | 3.5M | 3.3M | -238.2K |
| HENNESSY ADVISORS INC | Reduced | 346.2K | 114.0K | -232.2K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Increased | 1.9M | 2.1M | +228.2K |
| NEUBERGER BERMAN GROUP LLC | Reduced | 8.4M | 8.2M | -225.3K |
| RAYMOND JAMES FINANCIAL INC | Increased | 799.2K | 1.0M | +218.3K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 393.5K | 599.8K | +206.3K |
| STANSBERRY ASSET MANAGEMENT, LLC | Increased | 223.1K | 427.6K | +204.5K |
| PICTON MAHONEY ASSET MANAGEMENT | Sold Out | 195.6K | 0 | -195.6K |
| Quantinno Capital Management LP | Increased | 357.3K | 549.5K | +192.3K |
| Trexquant Investment LP | Increased | 9.5K | 197.2K | +187.7K |
| Caisse de depot et placement du Quebec | Sold Out | 184.6K | 0 | -184.6K |
| Hudson Bay Capital Management LP | Reduced | 234.4K | 52.9K | -181.5K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Increased | 591.0K | 761.7K | +170.7K |
| Squarepoint Ops LLC | Reduced | 679.2K | 512.1K | -167.1K |
| FIRST TRUST ADVISORS LP | Increased | 1.5M | 1.7M | +163.8K |
| WELLINGTON MANAGEMENT GROUP LLP | Increased | 409.5K | 567.1K | +157.6K |
| ROYAL BANK OF CANADA | Increased | 875.7K | 1.0M | +152.7K |
| FRANKLIN RESOURCES INC | Reduced | 435.7K | 288.7K | -147.0K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 385.4K | 530.9K | +145.5K |
| OSAIC HOLDINGS, INC. | Increased | 41.8K | 182.5K | +140.7K |
| BANK OF MONTREAL /CAN/ | Increased | 152.4K | 288.6K | +136.2K |
| Covalis Capital LLP | Sold Out | 131.7K | 0 | -131.7K |
| Ilex Capital Partners (UK) LLP | New | 0 | 126.1K | +126.1K |
| BANK OF AMERICA CORP /DE/ | Increased | 769.9K | 895.5K | +125.6K |
| AMERIPRISE FINANCIAL INC | Increased | 1.7M | 1.8M | +125.5K |
| Bridgewater Associates, LP | Increased | 85.3K | 206.4K | +121.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.