UGI CORP NEW

$UGI
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Smart money positioned

11 of the Top-200 alpha managers hold $UGI as of the latest 13F snapshot.

13F holders
587
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

11 holders · Q1 2026

$UGI is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.32%, with an average of 0.04% of portfolio. Largest holder: River Road Asset Management, LLC at 0.32%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
River Road Asset Management, LLC
0.32% NEW
α +12.9pts
02
Quarry LP
0.02% held
α +10.6pts
03
Nisa Investment Advisors, LLC
0.02% held
α +16.6pts
04
Fulton Bank, N.a.
0.01% held
α +23.8pts
05
WINTON GROUP Ltd
0.01% held
α +27.0pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 587 · Source: 13F-HR
01
Bahl & Gaynor Inc.
0.02% of portfolio
19,827,608 sh
02
State Street
0.01% of portfolio
9,081,665 sh
03
Madison Investment Advisors, LLC
0.23% of portfolio
7,036,392 sh
04
Axa S.a.
0.01% of portfolio
6,749,087 sh
05
Investment Partners, Ltd.
0.49% of portfolio
6,199,039 sh
06
Snyder Capital Management L P
3.84% of portfolio
5,510,710 sh
07
Contrarian Capital Management, L.l.c.
3.79% of portfolio
5,366,697 sh
08
California State Teachers Retirement System
0.66% of portfolio
5,342,372 sh
09
Bedrijfstakpensioenfonds Voor De Media Pno
2.32% of portfolio
5,279,978 sh
10
Gates Foundation Trust
0.02% of portfolio
4,587,990 sh
See all 587 13F holders · Pro →

Insider activity · last 90 days

7 transactions · 5 filers
11 Feb 2026
Tematio Jean Felix —
▼ SOLD
12,840
$38.07
S
17 Dec 2025
Hartz Joseph L. —
▼ SOLD
5,000
$38.45
S
05 Dec 2025
O'Brien Sean —
▼ SOLD
4,936
$37.65
S
05 Dec 2025
O'Brien Sean —
▼ SOLD
23,773
$37.65
S
26 Nov 2025
Bell Hans G. —
▼ SOLD
11,300
$38.91
S
25 Nov 2025
Hartz Joseph L. —
▼ SOLD
15,000
$38.68
S
27 Feb 2025
Sharp Michael —
▲ BOUGHT
4,806
$33.30
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $UGI in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:35 UTC.