How many institutional investors hold UGI?

4 tracked institutional investors disclosed a position in UGI (UGI CORP NEW) in their most recent 13F filing.

Who is the largest institutional holder of UGI?

Steve Cohen, Point72 Asset Management, holds the largest disclosed position in UGI, valued at $153M.

Where does this UGI ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

UGI — UGI CORP NEW

Name: UGI CORP NEW (UGI) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

About UGI CORP NEW (UGI)

UGI CORP NEW (UGI) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Steve Cohen (Point72 Asset Management), valued at $153M. Across recent filings, tracked investors recorded 1 new positions, 1 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in UGI

100

/100

Strong Institutional Accumulation

Added / Increased2

Reduced0

Exited0

BearishBullish

Crowded Trade Score™

How many top investors track UGI

/100

Emerging Interest

4investors

A small number of top investors own this.

UndiscoveredCrowded

151015+

UGI Ownership Composition

How UGI CORP NEW is held across tracked investor types, based on reported 13F positions.

Dominant Type

Hedge Funds

86% of tracked value

Institutions

tracked investors

Total Reported

$177.6M

combined 13F value

Hedge Funds86.1%
Other13.9%

Hedge Funds(1)

86.1%

Other(3)

13.9%

Tracked investors reporting UGI

Investor	Firm	Shares	Market value	% of portfolio	As of
Steve Cohen	Point72 Asset Management	108.7M	$152.9M	0.20%	Mar 31, 2026
Izzy Englander	Millennium Management	392.8K	$14.3M	0.01%	Mar 31, 2026
Ken Griffin	Citadel Advisors	199.6K	$7.3M	0.00%	Mar 31, 2026
Ray Dalio	Bridgewater Associates	85.3K	$3.1M	0.01%	Mar 31, 2026

Steve CohenMar 31, 2026
Point72 Asset Management
Shares
108.7M
Value
$152.9M
% Portfolio
0.20%
Izzy EnglanderMar 31, 2026
Millennium Management
Shares
392.8K
Value
$14.3M
% Portfolio
0.01%
Ken GriffinMar 31, 2026
Citadel Advisors
Shares
199.6K
Value
$7.3M
% Portfolio
0.00%
Ray DalioMar 31, 2026
Bridgewater Associates
Shares
85.3K
Value
$3.1M
% Portfolio
0.01%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Ray Dalio	Increased	25.75%	$3.1M	May 15, 2026
Ray Dalio	New	—	$2.5M	Feb 13, 2026

Ray Dalio
Increased
$3.1M(25.75%)May 15, 2026
Ray Dalio
New
$2.5MFeb 13, 2026

Frequently asked questions

How many institutional investors hold UGI?: 4 tracked institutional investors disclosed a position in UGI (UGI CORP NEW) in their most recent 13F filing.
Who is the largest institutional holder of UGI?: Steve Cohen, Point72 Asset Management, holds the largest disclosed position in UGI, valued at $153M.
Did institutional ownership of UGI increase or decrease?: Across recent 13F filings, tracked investors recorded 1 new positions, 1 increased, 0 reduced, and 0 fully exited UGI.
Where does this UGI ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.