# 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: 2026-07-08T12:26:10.531Z

## Summary

As of the most recent 13F filing period, UGI CORP NEW (UGI) is held by 3 tracked superinvestors with an aggregate position value of $55.7M representing 0132170512100085312 shares.

## Top institutional holders (3)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 1321705 | $48.1M | 1.52% | 2026-03-31 |
| 2 | [Bill Miller](https://superinvestorclub.com/manager/72) | Miller Value Partners | 121000 | $4.4M | 1.15% | 2026-03-31 |
| 3 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 85312 | $3.1M | 0.01% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-03-31: 1 holders, $4.1M aggregate, 0167000 shares
- 2024-06-30: 2 holders, $5.8M aggregate, 023700014829 shares
- 2024-09-30: 2 holders, $5.8M aggregate, 020200028934 shares
- 2024-12-31: 2 holders, $32.9M aggregate, 0874069292000 shares
- 2025-03-31: 3 holders, $43.6M aggregate, 0890840292000134296 shares
- 2025-06-30: 3 holders, $44.6M aggregate, 089686929200036252 shares
- 2025-09-30: 2 holders, $45.6M aggregate, 01108501262000 shares
- 2025-12-31: 3 holders, $61.6M aggregate, 0131636226200067840 shares
- 2026-03-31: 3 holders, $55.7M aggregate, 0132170512100085312 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."