UGI UGI CORP /PA/: institutional ownership and insider trading
675 funds reported holding $8.00B of UGI CORP /PA/ in their latest 13F filings; in Q2 2026 funds net bought $272M, with 93 new positions and 67 funds selling out; over the last 12 months insiders bought $0 and sold $3.63M on the open market; over its last four quarters it reported revenue of $7.30B and net income of $671M.
UGI revenue and earnings
- Quarter ended Jun 30, 2026: revenue $1.33B, net income −$133M, EPS -0.62
- Quarter ended Mar 31, 2026: revenue $2.69B, net income $520M, EPS 2.33
- Quarter ended Dec 31, 2025: revenue $2.08B, net income $297M, EPS 1.34
- Quarter ended Sep 30, 2025: revenue $1.20B, net income −$13.0M, EPS -0.08
Famous investors holding UGI
- Ray Dalio (Bridgewater Associates): $7.13M, 0.0% of the portfolio
- Renaissance Technologies (Renaissance Technologies): $14.1M, 0.0% of the portfolio
- D. E. Shaw (D. E. Shaw & Co.): $16.9M, 0.0% of the portfolio
- Ken Griffin (Citadel Advisors): $23.8M, 0.0% of the portfolio
- Two Sigma (Two Sigma Investments): $4.86M, 0.0% of the portfolio
- Izzy Englander (Millennium Management): $1.28M, 0.0% of the portfolio
Largest institutional holders of UGI
- BlackRock, Inc. (BLK) — $914M
- VANGUARD GROUP INC — $849M
- FMR LLC — $483M
- VANGUARD PORTFOLIO MANAGEMENT LLC — $436M
- VANGUARD CAPITAL MANAGEMENT LLC — $333M
- Neuberger Berman Group LLC — $283M
- STATE STREET CORP (STT, STT-PG) — $240M
- LSV ASSET MANAGEMENT — $215M
- FULLER & THALER ASSET MANAGEMENT, INC. — $203M
- SNYDER CAPITAL MANAGEMENT L P — $185M
Recent UGI insider trades
- Jun 18, 2026: Shea-Ballay Kathleen sold 25,360 shares ($853K)
- Feb 11, 2026: Tematio Jean Felix sold 12,840 shares ($489K)
- Dec 17, 2025: Hartz Joseph L. sold 5,000 shares ($192K)
- Dec 5, 2025: O'Brien Sean sold 28,709 shares ($1.08M)
5%+ owners
- FMR LLC: 6.7% (Schedule 13G/A, filed May 6, 2026)
- Vanguard Portfolio Management: 5.6% (Schedule 13G, filed Apr 29, 2026)
- Vanguard Capital Management: 5.2% (Schedule 13G, filed Apr 30, 2026)