AI summary pending
View Full Filing (SEC EDGAR)Ugi CORP
$37.90-1.4%
+$834.6M
Net Activity
+9.51% total shares
Institutions Holding
626
Popularity Rank
#896
Avg Weight
0.07%
Total Value
$7.4B
Market Cap
$8.3B
626 institutions currently hold UGI, with 356 net buyers and 238 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
238
Net Buying Institutions
356
Top 5 by Value
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Across its top 20 institutional holders, UGI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 30/100).
UGI ranks #896 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
626 institutions disclose a position in UGI, but none treat it as a major bet — even Snyder Capital Management L P, its most concentrated holder, allocates just 3.2% of its own portfolio to it.
California State Teachers Retirement System has added to its UGI position for two straight quarters, increasing it by $240.3M to reach $248.0M today.
State Street has trimmed its UGI position for two straight quarters, cutting it by $103.5M while still holding $239.8M.
UGI is down 1.4% today, but institutions show net buying of $834.6M this quarter — a divergence between today's price move and the underlying institutional flow.
UGI posted net income of $671.0M over the trailing twelve months, and currently trades at a P/E of 12.4.
+$1.3B
Total Buy Value
$524.5M
Total Sell Value
356
Net Buyers
238
Net Sellers
UGI
Q2 2026
Top 5 Institutional Movers
+$90.8M
+$86.0M
-$54.8M
UGI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
Filings (90d)
$852K
Total Est. Value
25K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Shea-Ballay Kathleen | 2026-06-18 | $852K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
4
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)UGI said its Compensation and Talent Development Committee approved a new executive short-term incentive bonus plan on Aug. 4, 2026, effective Oct. 1, 2026. The plan replaces UGI's existing executive annual bonus plans, including those covering AmeriGas and UGI Utilities. Bonuses are paid as a percentage of base salary to selected senior leaders, but only if they meet annual performance goals, service requirements, and any applicable terms for leaving the company.
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)UGI Corp's subsidiary, UGI Energy Services, has entered into a Fourth Amendment to its Term Loan Credit Agreement dated August 13, 2019. The amendment sets the interest rate at 2.00% per annum for SOFR loans and 1.00% per annum for base rate loans. This changes the borrowing cost under the existing credit facility.
View Full Filing (SEC EDGAR)902681105
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