UGI · NYSE · Regulated Gas

UGI (UGI)

Runs regulated U.S. utilities alongside AmeriGas propane and European LPG distribution.

$36.85
After-hours close−0.02 (−0.04%)
At close$36.87(−0.98%)

13F · 13D/G · Form 4

Institutions95.89%205.68M shares
632 holders · as of Jun 30, 2026
Insiders0.20%422.2K shares
16 holders · as of Apr 14, 2026
Other3.91%8.40M shares
remainder

214.49M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
12.34%26.46Mas of Jun 30, 2026
FMR LLCInstitution
6.52%13.99Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.88%12.62Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.50%9.65Mas of Jun 30, 2026
Neuberger Berman Group LLCInstitution
3.82%8.20Mas of Jun 30, 2026
State Street CorpInstitution
3.20%6.87Mas of Jun 30, 2026
LSV Asset ManagementInstitution
2.90%6.23Mas of Jun 30, 2026
Fuller & Thaler Asset Management, Inc.Institution
2.74%5.88Mas of Jun 30, 2026
Snyder Capital Management L PInstitution
2.50%5.37Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.12%4.54Mas of Jun 30, 2026
Northern Trust CorpInstitution
1.65%3.54Mas of Jun 30, 2026
Mitsubishi UFJ Trust & Banking CorpInstitution
1.62%3.48Mas of Jun 30, 2026
AQR Capital Management LLCInstitution
1.62%3.47Mas of Jun 30, 2026
Captrust Financial AdvisorsInstitution
1.53%3.28Mas of Jun 30, 2026
Invesco Ltd.Institution
1.42%3.05Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
1.39%2.98Mas of Jun 30, 2026
Bank of New York Mellon CorpInstitution
1.30%2.80Mas of Jun 30, 2026
Hamlin Capital Management, LLCInstitution
1.24%2.66Mas of Jun 30, 2026
Morgan StanleyInstitution
1.24%2.65Mas of Jun 30, 2026
Norges BankInstitution
1.22%2.63Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.15%2.47Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.15%2.47Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.08%2.31Mas of Jun 30, 2026
Manufacturers Life Insurance Company, theInstitution
0.99%2.12Mas of Jun 30, 2026
Ameriprise Financial IncInstitution
0.83%1.78Mas of Jun 30, 2026

13F, as of Jun 30, 2026

632 holders · 205.68M shares · 99 new positions · 354 increased · 170 reduced · 73 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.26.46M12.34%+804.8KAug 7, 2026
FMR LLC13.99M6.52%−96.2KAug 13, 2026
Vanguard Portfolio Management LLC12.62M5.88%+684.4KAug 13, 2026
Vanguard Capital Management LLC9.65M4.50%+41.8KAug 13, 2026
Neuberger Berman Group LLC8.20M3.82%−225.3KAug 13, 2026
State Street Corp6.87M3.20%+120.9KAug 7, 2026
LSV Asset Management6.23M2.90%+32.0KAug 6, 2026
Fuller & Thaler Asset Management, Inc.5.88M2.74%+540.5KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
BlackRock, Inc.12.10%25.88M13GFeb 5, 2025
FMR LLC6.70%14.32M13GMay 6, 2026
Vanguard Portfolio Management5.57%11.96M13GApr 29, 2026
Vanguard Capital Management5.22%11.22M13GApr 30, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jun 18, 2026
Kathleen Shea-Ballayofficer: GC and Chief Legal Officer
Sale25,360$33.620
Feb 11, 2026
Jean Felix Tematioofficer: VP, CAO & Corporate Controller
Sale12,840$38.076,952
Dec 17, 2025
Joseph L. Hartzofficer: President of Subsidiary
Sale5,000$38.4533,492
Dec 5, 2025
Sean O'Brienofficer: Chief Financial Officer
Sale · 2 lots28,709$37.650
Nov 26, 2025
Hans G. Bellofficer: President of Subsidiary
Sale11,300$38.9118,220
Nov 25, 2025
Joseph L. Hartzofficer: President of Subsidiary
Sale15,000$38.6833,492

House and Senate disclosures

Not reported.