Fund shareholders of UGI Corp
ISIN US9026811052 · United States · LEI DX6GCWD4Q1JO9CRE5I40
- Fund shareholders
- 464
- Of which ETFs
- 119 345 other funds
- Value held
- 3.4B $ 454.2M SEK
- Share of capital
- 44.2 % of 214.5M shares on Jul 31, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 159,823 | 5.8M $ | 0.01 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 158,483 | 5.9M $ | 0.23 % | 0.07 % | as of Feb 28, 2026 ↗ |
| JNL/First Sentier Global Infrastructure Fund JNL Series Trust | 157,465 | 5.7M $ | 1.20 % | 0.07 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 156,446 | 5.7M $ | 0.01 % | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 148,367 | 5.6M $ | 0.46 % | 0.07 % | as of Feb 28, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 143,715 | 5.2M $ | 0.01 % | 0.07 % | as of Apr 30, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 135,404 | 4.9M $ | 0.86 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Fund Northern Funds | 135,020 | 4.9M $ | 0.24 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 132,571 | 4.8M $ | 0.04 % | 0.06 % | as of Apr 30, 2026 ↗ |
| American Century U.S. Quality Growth ETF American Century ETF Trust | 131,100 | 4.9M $ | 0.22 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST | 130,459 | 4.8M $ | 2.24 % | 0.06 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 127,065 | 4.6M $ | 0.08 % | 0.06 % | as of Apr 30, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 126,647 | 4.6M $ | 0.26 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 125,984 | 4.6M $ | 0.15 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 125,957 | 4.6M $ | 0.01 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 125,872 | 4.5M $ | 0.01 % | 0.06 % | as of Apr 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 125,347 | 4.7M $ | 0.03 % | 0.06 % | as of Feb 28, 2026 ↗ |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 124,907 | 4.5M $ | 0.34 % | 0.06 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 124,419 | 4.7M $ | 0.01 % | 0.06 % | as of Feb 28, 2026 ↗ |
| State Farm Balanced Fund Advisers Investment Trust | 123,500 | 4.5M $ | 0.17 % | 0.06 % | as of Mar 31, 2026 ↗ |
| DIAMOND HILL SMALL CAP FUND Diamond Hill Funds | 122,631 | 4.5M $ | 1.93 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust | 122,461 | 4.6M $ | 2.03 % | 0.06 % | as of Feb 28, 2026 ↗ |
| Miller Income Fund Advisor Managed Portfolios | 121,000 | 4.4M $ | 2.56 % | 0.06 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 120,831 | 4.4M $ | 0.01 % | 0.06 % | as of Mar 31, 2026 ↗ |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 120,785 | 4.4M $ | 0.33 % | 0.06 % | as of Mar 31, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 116,492 | 4.2M $ | 0.28 % | 0.05 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Utilities Sector Fund JNL Series Trust | 116,401 | 4.2M $ | 0.49 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 115,175 | 4.2M $ | 1.29 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 113,092 | 4.1M $ | 0.90 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 112,611 | 4.1M $ | 0.17 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 111,245 | 4M $ | 0.01 % | 0.05 % | as of Apr 30, 2026 ↗ |
| AMG River Road Small-Mid Cap Value Fund AMG Funds IV | 108,617 | 3.9M $ | 1.19 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 106,450 | 3.9M $ | 0.23 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 105,222 | 3.9M $ | 0.47 % | 0.05 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 104,231 | 3.8M $ | 0.01 % | 0.05 % | as of Mar 31, 2026 ↗ |
| HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 103,706 | 3.7M $ | 1.41 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 99,812 | 3.6M $ | 0.24 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 99,732 | 3.6M $ | 0.24 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 98,173 | 3.6M $ | 0.48 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 97,500 | 3.5M $ | 0.08 % | 0.05 % | as of Apr 30, 2026 ↗ |
| Multi-Manager Global Listed Infrastructure Fund Northern Funds | 93,336 | 3.4M $ | 0.34 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 93,173 | 3.4M $ | 0.97 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Hennessy Gas Utility Fund Hennessy Funds Trust | 92,952 | 3.4M $ | 0.62 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 92,700 | 3.3M $ | 0.79 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios | 89,940 | 3.3M $ | 1.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 89,138 | 3.2M $ | 0.07 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 89,071 | 3.3M $ | 0.29 % | 0.04 % | as of Feb 28, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 88,015 | 3.2M $ | 0.35 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 87,463 | 3.2M $ | 0.02 % | 0.04 % | as of Apr 30, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 87,137 | 3.1M $ | 0.15 % | 0.04 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 86,691 | 3.1M $ | 0.23 % | 0.04 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 86,052 | 3.1M $ | 0.22 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 84,888 | 3.1M $ | 0.03 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 84,102 | 3M $ | 0.02 % | 0.04 % | as of Apr 30, 2026 ↗ |
| VIP Utilities Portfolio Variable Insurance Products Fund IV | 83,500 | 3M $ | 0.84 % | 0.04 % | as of Mar 31, 2026 ↗ |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 82,110 | 3M $ | 0.22 % | 0.04 % | as of Apr 30, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 81,799 | 3M $ | 0.09 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Victory Integrity Mid-Cap Value Fund Victory Portfolios | 81,740 | 3M $ | 0.89 % | 0.04 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 81,547 | 3M $ | 0.45 % | 0.04 % | as of Mar 31, 2026 ↗ |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 80,912 | 2.9M $ | 0.24 % | 0.04 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2500 ETF iShares Trust | 80,123 | 2.9M $ | 0.11 % | 0.04 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 77,565 | 2.8M $ | 0.34 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Keeley Gabelli Mid Cap Dividend Fund Keeley Funds, Inc. | 76,425 | 2.8M $ | 2.35 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 76,240 | 2.8M $ | 0.24 % | 0.04 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 75,835 | 2.8M $ | 0.11 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 75,783 | 2.7M $ | 0.73 % | 0.04 % | as of Apr 30, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 75,700 | 2.8M $ | 0.32 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 75,594 | 2.7M $ | 0.11 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 75,271 | 2.7M $ | 0.02 % | 0.04 % | as of Apr 30, 2026 ↗ |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 74,341 | 2.7M $ | 0.24 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 72,900 | 2.7M $ | 0.37 % | 0.03 % | as of Mar 31, 2026 ↗ |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 72,842 | 2.7M $ | 0.24 % | 0.03 % | as of Mar 31, 2026 ↗ |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 69,624 | 2.6M $ | 0.19 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 68,844 | 2.5M $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust | 68,450 | 2.6M $ | 2.35 % | 0.03 % | as of Feb 28, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 68,444 | 2.5M $ | 0.03 % | 0.03 % | as of Apr 30, 2026 ↗ |
| NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust | 67,096 | 2.5M $ | 1.25 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 64,819 | 2.3M $ | 0.16 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Global Infrastructure Fund RUSSELL INVESTMENT CO | 64,442 | 2.3M $ | 0.38 % | 0.03 % | as of Apr 30, 2026 ↗ |
| SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 64,386 | 2.3M $ | 0.17 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 64,234 | 2.3M $ | 0.11 % | 0.03 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 63,977 | 2.3M $ | 0.15 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 63,542 | 2.3M $ | 0.01 % | 0.03 % | as of Apr 30, 2026 ↗ |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 62,877 | 2.3M $ | 0.24 % | 0.03 % | as of Mar 31, 2026 ↗ |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 62,816 | 2.3M $ | 0.25 % | 0.03 % | as of Feb 28, 2026 ↗ |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 60,525 | 2.2M $ | 0.09 % | 0.03 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 59,178 | 2.2M $ | 0.25 % | 0.03 % | as of Mar 31, 2026 ↗ |
| FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV | 57,105 | 2.1M $ | 0.39 % | 0.03 % | as of Apr 30, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 57,030 | 2.1M $ | 0.01 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Callodine Equity Income Series Manning & Napier Fund, Inc. | 55,348 | 2M $ | 0.93 % | 0.03 % | as of Mar 31, 2026 ↗ |
| LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 55,099 | 2M $ | 0.33 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 54,540 | 2M $ | 0.02 % | 0.03 % | as of Feb 28, 2026 ↗ |
| Destinations Equity Income Fund Brinker Capital Destinations Trust | 54,275 | 2M $ | 0.39 % | 0.03 % | as of Feb 28, 2026 ↗ |
| PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 53,600 | 1.9M $ | 0.72 % | 0.02 % | as of Apr 30, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 53,524 | 1.9M $ | 0.06 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity Quality Factor ETF Fidelity Covington Trust | 51,846 | 1.9M $ | 0.14 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 51,201 | 1.9M $ | 0.26 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 48,874 | 1.8M $ | 0.11 % | 0.02 % | as of Mar 31, 2026 ↗ |
| The Gabelli ABC Fund Gabelli Investor Funds Inc | 48,500 | 1.8M $ | 0.42 % | 0.02 % | as of Mar 31, 2026 ↗ |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 48,359 | 1.8M $ | 0.24 % | 0.02 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4.11 % | as of Apr 30, 2026 ↗ |
| FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III | 3.87 % | as of Feb 28, 2026 ↗ |
| Miller Income Fund Advisor Managed Portfolios | 2.56 % | as of Mar 31, 2026 ↗ |
| Applied Finance Dividend Fund World Funds Trust | 2.55 % | as of Apr 30, 2026 ↗ |
| Keeley Gabelli Mid Cap Dividend Fund Keeley Funds, Inc. | 2.35 % | as of Mar 31, 2026 ↗ |
| Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust | 2.35 % | as of Feb 28, 2026 ↗ |
| Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II | 2.29 % | as of Mar 31, 2026 ↗ |
| Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND | 2.27 % | as of Mar 31, 2026 ↗ |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 2.26 % | as of Mar 31, 2026 ↗ |
| Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST | 2.24 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 462 | -5 | 93,496,189 | +2.0 % |
| 2026Q1 | 467 | -7 | 91,691,723 | -4.3 % |
| 2025Q4 | 474 | -4 | 95,776,289 | -3.9 % |
| 2025Q3 | 478 | +14 | 99,673,696 | -0.5 % |
| 2025Q2 | 464 | +26 | 100,209,719 | +0.6 % |
| 2025Q1 | 438 | -14 | 99,658,374 | +4.5 % |
| 2024Q4 | 452 | +12 | 95,410,174 | +6.4 % |
| 2024Q3 | 440 | +26 | 89,679,208 | +9.8 % |
| 2024Q2 | 414 | +27 | 81,695,167 | +2.2 % |
| 2024Q1 | 387 | -18 | 79,901,406 | +1.2 % |
| 2023Q4 | 405 | 78,979,321 |
Institutional managers
585 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 25,659,078 | 934.5M $ | as of Mar 31, 2026 |
| FMR LLC | 14,082,427 | 512.9M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 8,427,167 | 307M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 6,749,087 | 248.3M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 6,199,039 | 225.8K $ | as of Mar 31, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | 5,366,697 | 195.5M $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 5,342,372 | 194.6M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 4,492,133 | 163.6M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 3,518,196 | 128.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,506,047 | 127.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,070,125 | 111.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,901,699 | 105.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,876,897 | 104.8M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 2,740,069 | 99.8M $ | as of Mar 31, 2026 |
| Hamlin Capital Management, LLC | 2,639,989 | 96.1M $ | as of Mar 31, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | 2,485,146 | 90.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,462,980 | 89.7M $ | as of Mar 31, 2026 |
| FEDERATED HERMES, INC. | 1,970,523 | 71.8M $ | as of Mar 31, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1,887,304 | 68.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,775,356 | 64.7M $ | as of Mar 31, 2026 |
| JUPITER ASSET MANAGEMENT LTD | 1,770,406 | 64.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,654,427 | 60.3M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 1,617,489 | 58.9M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,593,122 | 58M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 1,521,047 | 55.4M $ | as of Mar 31, 2026 |
Declared shareholders of UGI Corp
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| FMR LLC and 1 other | 6.70 % | 14,321,739 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.57 % | 11,956,781 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.22 % | 11,222,606 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of UGI Corp
29 funds declare 29 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of UGI Corp". https://titelia.com/en/stocks/ugi-corp-US9026811052