UGI

Ugi CORP

-$423.6M

Net Activity

Institutions Holding

593

Popularity Rank

#903

Avg Weight

0.09%

Total Value

$7.1B

Ownership Trend

593 institutions currently hold UGI, with 275 net buyers and 274 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

274

Net Buying Institutions

275

Key Holders

View all 593 holding institutions

Quarterly Activity

Recent Activity

+$4.3B

Total Buy Value

$2.8B

Total Sell Value

New buy57
Trim201
Add218
Sold out73

275

Net Buyers

274

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

1

Filings (90d)

$852K

Total Est. Value

25K shares

Planned Shares

Last Filed 2026-06-18
FilerFiling DateEst. Value
Shea-Ballay Kathleen2026-06-18$852K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-07
2026-07-07

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)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding UGI CORP (UGI)?
Major stakeholders currently include BlackRock, Inc. ($934.5M), FMR LLC ($512.9M), Vanguard Portfolio Management LLC ($434.5M). Based on the latest 13F filings, there are a total of 593 tracked investment funds and institutions maintaining positions in UGI.
What is the overall institutional sentiment toward UGI recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $423.6M, driven by 275 managers accumulating shares while 274 reduced their exposure.
Which institutions have been selling or reducing their UGI positions?
In the latest period, 201 funds trimmed their holdings, and 73 managers completely exited their positions. The aggregate reported sell value was $2.8B.
Are there any notable investors adding UGI to their portfolios?
Yes, buying activity remains notable. 57 institutions opened new positions in {ticker}, and 218 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.3B.

Related Stocks