UGI Corporation — Institutional Ownership
Which tracked institutions hold UGI, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
40
Funds holding
$2155925011
Total value held
Buying
33 added/new · 7 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $933600092 | 41063921 | -22895157 | -35.80% |
| 2 | State Street Corp | $263774336 | 24756984 | +3020897 | +13.90% |
| 3 | Northern Trust Corp | $122238580 | 3539044 | +32997 | +0.94% |
| 4 | Invesco Ltd. | $108848787 | 5650658 | +5650658 | NEW BUY |
| 5 | Bank Of New York Mellon Corp | $96821800 | 2947324 | -79573 | -2.63% |
| 6 | Morgan Stanley | $91700392 | 2654902 | -415223 | -13.52% |
| 7 | Goldman Sachs Group Inc | $79737898 | 2308567 | +533211 | +30.03% |
| 8 | Ameriprise Financial Inc | $69542474 | 7779937 | +7779937 | NEW BUY |
| 9 | Jpmorgan Chase & Co | $44453133 | 1661079 | -2568719 | -60.73% |
| 10 | Ubs Group Ag | $37695332 | 1091353 | +1091353 | NEW BUY |
| 11 | Royal Bank Of Canada | $35520000 | 1028353 | +152703 | +17.44% |
| 12 | Raymond James Financial Inc | $35144446 | 1017500 | +218267 | +27.31% |
| 13 | Bank Of America Corp /De/ | $30929083 | 895457 | +125580 | +16.31% |
| 14 | Wells Fargo & Company/Mn | $23616196 | 9073943 | +8793866 | +3139.80% |
| 15 | Sei Investments Co | $23085701 | 668363 | -3406 | -0.51% |
| 16 | Bank Of Montreal /Can/ | $22893211 | 10288573 | +136152 | +1.34% |
| 17 | Hancock Whitney Corp | $17580101 | 508978 | +450078 | +764.14% |
| 18 | Citigroup Inc | $17080431 | 3879106 | +2276024 | +141.98% |
| 19 | Federated Hermes, Inc. | $17013368 | 492570 | +492570 | NEW BUY |
| 20 | Principal Financial Group Inc | $16813105 | 486772 | +7667 | +1.60% |
| 21 | Prudential Financial Inc | $14794933 | 428342 | +408994 | +2113.88% |
| 22 | Bank Of Nova Scotia | $10514771 | 304423 | +304423 | NEW BUY |
| 23 | Franklin Resources Inc | $9971871 | 288705 | -146970 | -33.73% |
| 24 | Barclays Plc | $8127433 | 235305 | +59503 | +33.85% |
| 25 | Fifth Third Bancorp | $6619284 | 191641 | +17446 | +10.02% |
| 26 | Hennessy Advisors Inc | $3935902 | 113952 | +113952 | NEW BUY |
| 27 | Stifel Financial Corp | $3658706 | 105927 | +105927 | NEW BUY |
| 28 | Janus Henderson Group Plc | $3575510 | 98107 | +98107 | NEW BUY |
| 29 | M&T Bank Corp | $2904287 | 84079 | +1832 | +2.23% |
| 30 | Pnc Financial Services Group, Inc. | $1924707 | 55724 | +3043 | +5.78% |
| 31 | Jefferies Financial Group Inc. | $525008 | 15200 | +15200 | NEW BUY |
| 32 | Us Bancorp \De\ | $470918 | 13634 | +3653 | +36.60% |
| 33 | Banco Santander, S.A. | $341635 | 9891 | +9891 | NEW BUY |
| 34 | Citizens Financial Group Inc/Ri | $241794 | 6939 | +6939 | NEW BUY |
| 35 | Cullen/Frost Bankers, Inc. | $131425 | 3805 | +3805 | NEW BUY |
| 36 | Norwood Financial Corp | $47606 | 1940 | -100 | -4.90% |
| 37 | First Horizon Corp | $43589 | 1262 | +1262 | NEW BUY |
| 38 | Amalgamated Financial Corp. | $5265 | 145371 | +145371 | NEW BUY |
| 39 | Southstate Bank Corp | $1555 | 45 | +45 | NEW BUY |
| 40 | Camden National Corp | $346 | 8450 | +8450 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.