Institutional Ownership
Ugi Corp New
CUSIP 902681105COMUGIQ1 2026
Institutional Holders
584
13F filers
Shares Held
170.70M
Aggregate institutional
Institutional Value
$5.88B
Q1 2026
Net New Holders
-9
59 new · 68 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions59
Increased216
Decreased198
Sold out68
Institutional Holders
584 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 25.66M | $934.50M | +233.3K | Added |
| 2 | Fmr LLC | 14.08M | $512.88M | +686.4K | Added |
| 3 | Neuberger Berman Group LLC | 8.43M | $307.04M | +1.09M | Added |
| 4 | State Street Corp | 6.75M | $248.31M | −2.33M | Reduced |
| 5 | Snyder Capital Management L P | 5.37M | $195.46M | −144.0K | Reduced |
| 6 | Fuller & Thaler Asset Management, Inc. | 5.34M | $194.57M | −203.9K | Reduced |
| 7 | Geode Capital Management, LLC | 4.49M | $163.64M | +149.5K | Added |
| 8 | Captrust Financial Advisors | 3.52M | $128.14M | +326.8K | Added |
| 9 | Northern Trust Corp | 3.51M | $127.69M | +89.4K | Added |
| 10 | Morgan Stanley | 3.07M | $111.81M | +301.3K | Added |
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