UGI Corporation — Institutional Ownership
Which tracked institutions hold UGI, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
36
Funds holding
$2086063462
Total value held
Buying
24 added/new · 9 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $934503628 | 25659078 | +233289 | +0.92% |
| 2 | State Street Corp | $248306201 | 6749087 | -2332578 | -25.68% |
| 3 | Invesco Ltd. | $130493407 | 3486332 | +31745 | +0.92% |
| 4 | Northern Trust Corp | $127690232 | 3506047 | +89389 | +2.62% |
| 5 | Morgan Stanley | $111814038 | 3070125 | +301335 | +10.88% |
| 6 | Bank Of New York Mellon Corp | $104776599 | 2876897 | +363596 | +14.47% |
| 7 | Goldman Sachs Group Inc | $64658481 | 1775356 | -167668 | -8.63% |
| 8 | Ameriprise Financial Inc | $60264103 | 1654427 | -186297 | -10.12% |
| 9 | Blackrock, Inc. | $53677450 | 38300000 | +29500000 | +335.23% |
| 10 | Royal Bank Of Canada | $31892000 | 875650 | — | NEW BUY |
| 11 | Raymond James Financial Inc | $29108059 | 799233 | +418585 | +109.97% |
| 12 | Bank Of America Corp /De/ | $28038912 | 769877 | -21088 | -2.67% |
| 13 | Sei Investments Co | $24465010 | 671769 | — | NEW BUY |
| 14 | State Street Corp | $21292980 | 14987000 | +450000 | +3.10% |
| 15 | Principal Financial Group Inc | $17449003 | 479105 | +16763 | +3.63% |
| 16 | Franklin Resources Inc | $15867283 | 435675 | +160595 | +58.38% |
| 17 | Bank Of Montreal /Can/ | $14072100 | 10000000 | — | NEW BUY |
| 18 | Wells Fargo & Company/Mn | $12122063 | 323859 | +35118 | +12.16% |
| 19 | Ameriprise Financial Inc | $8409000 | 6000000 | — | Held |
| 20 | Citigroup Inc | $8387389 | 224082 | -278710 | -55.43% |
| 21 | Barclays Plc | $6402708 | 175802 | — | NEW BUY |
| 22 | Fifth Third Bancorp | $6344191 | 174195 | +170890 | +5170.65% |
| 23 | Bank Of Montreal /Can/ | $5551173 | 152421 | — | NEW BUY |
| 24 | Invesco Ltd. | $3684200 | 2600000 | — | Held |
| 25 | Janus Henderson Group Plc | $3575510 | 98107 | — | NEW BUY |
| 26 | Bank Of America Corp /De/ | $3272502 | 2335000 | — | NEW BUY |
| 27 | M&T Bank Corp | $3079059 | 82247 | +4708 | +6.07% |
| 28 | Hancock Whitney Corp | $2125740 | 58900 | — | NEW BUY |
| 29 | Citigroup Inc | $1954043 | 1379000 | -12152000 | -89.81% |
| 30 | Pnc Financial Services Group, Inc. | $1918643 | 52681 | +31849 | +152.88% |
| 31 | Us Bancorp \De\ | $363508 | 9981 | -2011 | -16.77% |
| 32 | Truist Financial Corp | $239948 | 6588 | -3172 | -32.50% |
| 33 | Bank Of New York Mellon Corp | $211082 | 150000 | — | Held |
| 34 | Norwood Financial Corp | $47606 | 1940 | -100 | -4.90% |
| 35 | Amalgamated Financial Corp. | $5265 | 145371 | — | NEW BUY |
| 36 | Camden National Corp | $346 | 8450 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.