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UGI Corp

US · UGI #1673 by market cap Listed 1970
36.65 -0.50 -1.35%
Live - 5344 symbols - heartbeat 419s ago · 2026-10-07 19:54
After-hours 36.65 0.00%
Market cap
7.86B
P/B
1.51
EPS
3.09
Reader sentiment Are you bullish or bearish on UGI?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Accumulating
  • Total institutional ownership rose 0.1 percentage points.

Institutional ownership

Held by institutions
95.72% +0.12pp
Institutions
700
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Aligned

Institutions added shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two line up.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund82.57%
Hedge Fund5.42%
Public Company2.96%
Government Pension Fund1.43%
Private Company1.36%
Sovereign Wealth Fund1.23%
Family Office/Trust0.42%
Insurance Company0.18%
Individual/Insider0.11%
Other4.32%

Top holders as of 2026-06-30

BlackRock 12.34% · 26.46M sh
Vanguard Portfolio Management, LLC 5.88% · 12.62M sh
FMR 5.68% · 12.19M sh
Vanguard Capital Management, LLC 5.13% · 11.00M sh
Neuberger Berman Investment Advisers LLC 3.82% · 8.20M sh
State Street Global Advisors 3.20% · 6.87M sh
LSV Asset Management 2.91% · 6.23M sh
Fuller & Thaler Asset Management, Inc. 2.74% · 5.88M sh
Snyder Capital Management, L.P. 2.50% · 5.37M sh
Geode Capital Management, LLC 2.12% · 4.54M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 34 buys · 13 sells

NameRoleStake
Filho Longhi Independent Director 0.03%
Robert Beard COO, Executive VP of Natural Gas, Global Engineering & Construction and Procurement 0.03%
Joseph Hartz President of Ugi Energy Services, LLC 0.02%
Theodore Dosch Independent Director 0.01%
Hans Bell President of UGI Utilities Inc. 0.01%
Shawn Bort Independent Director 0.01%
Jean Dontsop Chief Accounting Officer 0.00%
Michael Sharp President of AmeriGas Propane 0.00%
Sean O’Brien Chief Financial Officer 0.00%
Julie Fazio President of UGI International 0.00%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-06-17 Kathleen Shea-Ballay General Counsel & Chief Legal Officer Derivative Exercise and Sale -25,360 $24.60–33.62
2026-04-09 Sean O’Brien Chief Financial Officer Derivative Exercise and Sale -1,576 $37.94
2026-04-09 Sean O’Brien Chief Financial Officer Derivative Exercise and Retained +4,084 --
2026-02-10 Jean Dontsop Chief Accounting Officer Derivative Exercise and Sale -12,840 $24.60–38.07
2026-01-29 Alan Harris Independent Director Other Acquisition +4,364 --
2026-01-29 Theodore Dosch Independent Director Other Acquisition +4,364 --
2026-01-29 Shawn Bort Independent Director Other Acquisition +4,364 --
2026-01-29 Kelly Romano Independent Director Other Acquisition +4,364 --
2026-01-29 Filho Longhi Independent Director Other Acquisition +7,480 --
2026-01-29 Tina Faraca Director Other Acquisition +4,364 --
2026-01-29 Santiago Seage Medela Director Other Acquisition +4,364 --
2026-01-29 Melanie Kirkwood Ruiz Director Other Acquisition +4,364 --
2026-01-29 David Bingenheimer Director Other Acquisition +4,364 --
2026-01-10 Joseph Hartz President of Ugi Energy Services, LLC Derivative Exercise and Sale -1,461 $37.07
2026-01-10 Joseph Hartz President of Ugi Energy Services, LLC Derivative Exercise and Retained +2,929 --
2026-01-10 Hans Bell President of UGI Utilities Inc. Derivative Exercise and Sale -1,118 $37.07
2026-01-10 Hans Bell President of UGI Utilities Inc. Derivative Exercise and Retained +2,192 --
2026-01-10 Jean Dontsop Chief Accounting Officer Derivative Exercise and Sale -960 $37.07
2026-01-10 Jean Dontsop Chief Accounting Officer Derivative Exercise and Retained +1,970 --
2026-01-10 Julie Fazio President of UGI International Derivative Exercise and Sale -805 $37.07

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-07 19:54:59 · For reference only, not investment advice and not tailored to your situation.