Ugi CORP (UGI) 13F Holdings Overview (Q2 2026)

UGI ranks #899 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

629 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.

Wealth Enhancement Advisory Services, LLC has added to its UGI position for two straight quarters, increasing it by $2.2M to reach $3.4M today.

Hamlin Capital Management, LLC has trimmed its UGI position for two straight quarters, cutting it by $5.0M while still holding $91.1M.

UGI is up 2.4% today, and institutions have been net buyers of $833.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

UGI posted net income of $671.0M over the trailing twelve months, and currently trades at a P/E of 12.6.

• Profitable — net income of $671.0M over the trailing twelve months
• Revenue grew 0.1% year over year
• Net income improved year over year, from $418.0M to $671.0M
• Generated $1.2B in positive operating cash flow
• Current ratio of 0.89x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.23x equity — a highly leveraged balance sheet worth noting