Ticker · CUSIP 902681105

UGI

UGI CORP NEW
Utilities·Utilities - Regulated Gas
···Share
Holders (tracked)
16
Combined shares
8,002,285
Combined value
$287.46M
Last close
$37.15
Quarter
2025Q4
Tracked holders · last 8 quarters
+1 vs previous quarter over the last 8.
16142024Q12025Q4
Price is +3.4% vs the avg quarter-end implied price across tracked holders.

SEC event timeline

29 events
  1. Ken Griffin (Citadel Advisors) added2026-02-17
    +270,782 shares · 2025Q4
    13F
  2. Paul Tudor Jones (Tudor Investment) opened position2026-02-17
    +6,183 shares · 2025Q4
    13F
  3. Izzy Englander (Millennium Mgmt) trimmed2026-02-17
    −326,618 shares · 2025Q4
    13F
  4. Jeremy Grantham (GMO) added2026-02-17
    +11 shares · 2025Q4
    13F
  5. AQR Capital Management trimmed2026-02-17
    −9,980 shares · 2025Q4
    13F
  6. D.E. Shaw & Co. exited2026-02-17
    −21,142 shares · 2025Q4
    13F
  7. Two Sigma Investments opened position2026-02-17
    +58,078 shares · 2025Q4
    13F
  8. Steve Cohen (Point72) added2026-02-17
    +606,969 shares · 2025Q4
    13F
  9. T. Rowe Price added2026-02-17
    +22,819 shares · 2025Q4
    13F
  10. Wellington Management added2026-02-17
    +3,324 shares · 2025Q4
    13F
  11. Ray Dalio (Bridgewater Associates) opened position2026-02-13
    +67,840 shares · 2025Q4
    13F
  12. Renaissance Technologies trimmed2026-02-12
    −172,363 shares · 2025Q4
    13F
  13. Norges Bank (Norway SWF) opened position2026-02-10
    +2,942,537 shares · 2025Q4
    13F
  14. Mario Gabelli (GAMCO) trimmed2026-02-05
    −795 shares · 2025Q4
    13F
  15. Paul Tudor Jones (Tudor Investment) exited2025-12-09
    −28,599 shares · 2025Q3
    13F
  16. AQR Capital Management trimmed2025-11-14
    −613,391 shares · 2025Q3
    13F
  17. Izzy Englander (Millennium Mgmt) added2025-11-14
    +620,920 shares · 2025Q3
    13F
  18. Steve Cohen (Point72) trimmed2025-11-14
    −462,470 shares · 2025Q3
    13F
  19. Two Sigma Investments exited2025-11-14
    −167,007 shares · 2025Q3
    13F
  20. D.E. Shaw & Co. opened position2025-11-14
    +21,142 shares · 2025Q3
    13F
  21. T. Rowe Price added2025-11-14
    +74,381 shares · 2025Q3
    13F
  22. Wellington Management trimmed2025-11-14
    −16,079 shares · 2025Q3
    13F
  23. Jeremy Grantham (GMO) trimmed2025-11-13
    −9,766 shares · 2025Q3
    13F
  24. Norges Bank (Norway SWF) exited2025-11-13
    −3,265,767 shares · 2025Q3
    13F
  25. Ray Dalio (Bridgewater Associates) exited2025-11-13
    −36,252 shares · 2025Q3
    13F
  26. Renaissance Technologies trimmed2025-11-13
    −160,100 shares · 2025Q3
    13F
  27. First Eagle Investment Management added2025-11-12
    +68 shares · 2025Q3
    13F
  28. Mario Gabelli (GAMCO) trimmed2025-11-12
    −401 shares · 2025Q3
    13F
  29. Norges Bank (Norway SWF) added2025-11-12
    +1,039,607 shares · 2024Q3
    13F

Insider activity

Last 30 days
Net (open-market)
$0
Buys
0 · $0
Sells
0 · $0
Unique insiders
1
DateInsiderCodeSharesPriceValue
04-10O'Brien Sean
Chief Financial Officer · Insider
F1,576$37.94$59.8K
04-10O'Brien Sean
Chief Financial Officer · Insider
M5,660—$0
View full insider history for UGI →
Follow-the-investor returns
If you'd copied each holder of UGI…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
InvestorFirst inCost basisReturnPosition value today
T. Rowe Price2016Q1$10.69+247.6%$12.0M
Renaissance Technologies2016Q1$21.96+69.2%$8.0M
Paul Tudor Jones (Tudor Investment)2016Q1$24.36+52.5%$230K
AQR Capital Management2016Q1$25.05+48.3%$33.4M
D.E. Shaw & Co.2016Q1$31.01+19.8%$1.5M
First Eagle Investment Management2016Q1$33.08+12.3%$322K
Two Sigma Investments2016Q1$33.55+10.7%$2.2M
Izzy Englander (Millennium Mgmt)2016Q1$34.22+8.6%$25.1M
Ray Dalio (Bridgewater Associates)2018Q2$35.08+5.9%$2.5M
Wellington Management2016Q1$35.18+5.6%$15.8M
Steve Cohen (Point72)2016Q2$35.87+3.6%$64.4M
Jeremy Grantham (GMO)2017Q2$36.37+2.2%$2.9M
Ken Griffin (Citadel Advisors)2016Q1$37.01+0.4%$16.7M
Ken Griffin (Citadel Advisors)2016Q1$37.01+0.4%$16.7M
Mario Gabelli (GAMCO)2016Q1$37.03+0.3%$908K
Norges Bank (Norway SWF)2016Q1$38.51-3.5%$109.3M

Who moved on this name in 2025Q4

13F transactions reported for the latest quarter, grouped by direction.
New positions4
Added to5
Trimmed4
Exited1

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.
QuarterHoldersCombined value
2022Q1
15
$55.71B
2022Q2
14
$59.26B
2022Q3
12
$53.7M
2022Q4
13
$1.77B
2023Q1
11
$1.59B
2023Q2
14
$1.17B
2023Q3
18
$1.02B
2023Q4
13
$1.01B
2024Q1
14
$967.8M
2024Q2
17
$903.1M
2024Q3
14
$237.8M
2024Q4
12
$262.7M
2025Q1
16
$206.4M
2025Q2
18
$357.9M
2025Q3
15
$168.2M
2025Q4
16
$287.5M

Who owns UGI

16 super-investors · 2025Q4
Tracked stake
8.00M
shares
Combined value
$287M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New4Added6Trim4Sold1Held1
#ManagerSharesValue
1Norges Bank
Norway SWF
2.94M$110M
2Steve Cohen
Point72
1.73M$65M
3AQR Capital Management897.9K$34M
4Izzy Englander
Millennium Mgmt
674.7K$25M
5Ken Griffin
Citadel Advisors
449.2K$17M
6Wellington Management426.3K$16M
7Renaissance Technologies214.2K$8M
8Jeremy Grantham
GMO
79.3K$3M
9Ray Dalio
Bridgewater Associates
67.8K$3M
10Two Sigma Investments58.1K$2M
11Ken Griffin
Citadel Advisors
57.5K$2M
12D.E. Shaw & Co.39.7K$1M
13Mario Gabelli
GAMCO
24.4K$915K
14First Eagle Investment Management8.7K$325K
15Paul Tudor Jones
Tudor Investment
6.2K$231K
16T. Rowe Price322.8K$12K

Recent moves

20 transactions
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