# UGI CORP NEW (UGI) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 902681105
Page URL: https://superinvestorclub.com/stock/UGI
Last updated: 2026-08-29T13:48:46.605Z

## Summary

As of the most recent 13F filing period, UGI CORP NEW (UGI) is held by 4 tracked superinvestors with an aggregate position value of $71.9M representing 0173217920638612100022842 shares.

## Top institutional holders (4)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 1732179 | $59.8M | 1.60% | 2026-06-30 |
| 2 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 206386 | $7.1M | 0.03% | 2026-06-30 |
| 3 | [Bill Miller](https://superinvestorclub.com/manager/72) | Miller Value Partners | 121000 | $4.2M | 0.99% | 2026-06-30 |
| 4 | [First Eagle](https://superinvestorclub.com/manager/21222) | First Eagle Investment Management | 22842 | $788,962 | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $180.4M aggregate, 06689255 shares
- 2023-09-30: 1 holders, $152.7M aggregate, 06637725 shares
- 2023-12-31: 1 holders, $163.4M aggregate, 06640603 shares
- 2024-03-31: 2 holders, $117.1M aggregate, 04604757167000 shares
- 2024-06-30: 3 holders, $80.6M aggregate, 0326765823700014829 shares
- 2024-09-30: 3 holders, $5.9M aggregate, 0202000289344723 shares
- 2024-12-31: 3 holders, $33.2M aggregate, 08740692920008540 shares
- 2025-03-31: 4 holders, $43.8M aggregate, 08908402920001342968613 shares
- 2025-06-30: 4 holders, $44.9M aggregate, 0896869292000362528613 shares
- 2025-09-30: 3 holders, $45.9M aggregate, 011085012620008681 shares
- 2025-12-31: 4 holders, $61.9M aggregate, 01316362262000678408681 shares
- 2026-03-31: 4 holders, $56.1M aggregate, 013217051210008531211701 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "UGI CORP NEW (UGI) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/UGI), aggregating SEC 13F, Form 4, and congressional disclosures."