13F institutional ownership facts

Institutions tracked

49

Reported value

$45,019,470.00

Reported shares

1,303,401

Latest filing period

Q2 2026

Top institutional holders

  1. Josef Lakonishok - Lsv Asset Management · $215,221,000 · 0.39%
  2. Neuberger Berman · $283,292,442 · 0.19%
  3. Artisan Partners · $26,701,251 · 0.04%
  4. Cliff Asness - AQR Capital Management · $119,688,394 · 0.04%
  5. Adage Capital Partners · $20,585,840 · 0.03%
  6. Renaissance Technologies · $14,126,273 · 0.02%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$UGI

Institutional Holdings

49

Top Institutions

Top Institutions

1

Josef Lakonishok - Lsv Asset Management

6,231,070 shares

0.39%

% of Portfolio

2

Neuberger Berman

8,201,866 shares

0.19%

% of Portfolio

3

Artisan Partners

773,053 shares

0.04%

% of Portfolio

4

Cliff Asness - AQR Capital Management

3,469,229 shares

0.04%

% of Portfolio

5

Adage Capital Partners

596,000 shares

0.03%

% of Portfolio

6

Renaissance Technologies

408,983 shares

0.02%

% of Portfolio

7

Ken Griffin - Citadel Advisors

655,895 shares

0.00%

% of Portfolio

8

David E. Shaw - D.E. Shaw & Co.

426,188 shares

0.01%

% of Portfolio

9

BNP Paribas

599,781 shares

0.01%

% of Portfolio

10

Charles Schwab

2,471,540 shares

0.01%

% of Portfolio

11

David Solomon - Goldman Sachs

2,308,567 shares

0.01%

% of Portfolio

12

Dmitry Balyasny - Balyasny Asset Management

204,568 shares

0.01%

% of Portfolio

13

Geode Capital Management

4,543,038 shares

0.01%

% of Portfolio

14

Larry Fink - BlackRock

26,463,921 shares

0.01%

% of Portfolio

15

Northern Trust Corp

3,539,044 shares

0.01%

% of Portfolio

16

Voya Investment Mgmt

253,513 shares

0.01%

% of Portfolio

17

CalPERS

503,443 shares

0.01%

% of Portfolio

18

Ensign Peak Advisors

120,756 shares

0.01%

% of Portfolio

19

Invesco

3,050,658 shares

0.01%

% of Portfolio

20

New York State Teachers Retirement System - New York State Teachers Retirement System

196,799 shares

0.01%

% of Portfolio

21

State Street Corp

6,869,984 shares

0.01%

% of Portfolio

22

UBS Group

1,091,353 shares

NaN%

% of Portfolio

23

Morgan Stanley

2,654,902 shares

NaN%

% of Portfolio

24

Nuveen

575,518 shares

NaN%

% of Portfolio

25

SG Americas Securities

216,251 shares

NaN%

% of Portfolio

26

Two Sigma Investments

140,844 shares

NaN%

% of Portfolio

27

Wellington Management

567,102 shares

NaN%

% of Portfolio

28

Legal & General

359,230 shares

NaN%

% of Portfolio

29

Jamie Dimon - JPMorgan Chase

1,248,079 shares

NaN%

% of Portfolio

30

Jeremy Grantham - GMO

32,274 shares

NaN%

% of Portfolio

31

Franklin Resources

288,705 shares

NaN%

% of Portfolio

32

T. Rowe Price

530,895 shares

NaN%

% of Portfolio

33

Lazard Asset Management

32,555 shares

NaN%

% of Portfolio

34

PNC Financial Services

55,724 shares

NaN%

% of Portfolio

35

Canada Pension Plan Investment Board

48,200 shares

NaN%

% of Portfolio

36

Israel Englander - Millennium Management

37,039 shares

NaN%

% of Portfolio

37

First Eagle Investment Management

11,421 shares

NaN%

% of Portfolio

38

Amundi

41,915 shares

NaN%

% of Portfolio

39

Jane Street Group

15,864 shares

NaN%

% of Portfolio

40

Mitsubishi Ufj Asset Management Co., Ltd.

949 shares

NaN%

% of Portfolio

41

Fidelity International (FIL)

0 shares

0.00%

% of Portfolio

42

Andrew Beck - River Road Asset Mgmt

1,720,788 shares

0.66%

% of Portfolio

43

Diamond Hill Capital Management

1,109,276 shares

0.31%

% of Portfolio

44

Ray Dalio - Bridgewater Associates

206,386 shares

0.03%

% of Portfolio

45

Mario Gabelli - GAMCO Investors

24,695 shares

0.01%

% of Portfolio

46

Natixis

21,197 shares

NaN%

% of Portfolio

47

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

48

Manning & Napier

0 shares

0.00%

% of Portfolio

49

Bill Miller - Miller Value Partners

121,000 shares

0.99%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

44%

LARGE

38%

MEDIUM

32%

SMALL

-14%

Geographic Distribution

North America
74%
Europe
28%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

59

Sellers

33

Holders

77

New

19

Exited

12

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Insider TradingPRO

Trading Statistics

Insider Buyers

22

Insider Sellers

33

Purchase Value

$22.8M

Role Distribution

CEO
29%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

84

A-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
79
Recent Activity
88
Concentration
57
Momentum
91
Stability
67

Recent Actions

New

14

Increased

33

Decreased

20

Exited

4

Total

55

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