Ticker · CUSIP 902681105

UGI

UGI CORP NEW

Utilities·Utilities - Regulated Gas

···Share

Holders (tracked)

Combined shares

8,002,285

Combined value

$299.53M

Last close

$36.78

Quarter

2025Q4

Price is -1.7% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$36.78+4.97 (+15.63%)H $40.22 · L $31.10 · Avg Vol 1.9M

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

29 events

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

Insider activity

Last 30 days

Net (open-market)

Buys

0 · $0

Sells

0 · $0

Unique insiders

Date	Insider	Code	Shares	Price	Value
04-10	O'Brien Sean Chief Financial Officer · Insider	F	1,576	$37.94	$59.8K
04-10	O'Brien Sean Chief Financial Officer · Insider	M	5,660	—	$0

View full insider history for UGI →

Follow-the-investor returns

If you'd copied each holder of UGI…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Paul Tudor Jones (Tudor Investment)	2016Q1	$24.36	+51.0%	$227K
AQR Capital Management	2016Q1	$25.36	+45.0%	$33.0M
Renaissance Technologies	2016Q1	$25.81	+42.5%	$7.9M
D.E. Shaw & Co.	2016Q1	$31.01	+18.6%	$1.5M
T. Rowe Price	2016Q1	$32.70	+12.5%	$11.9M
First Eagle Investment Management	2016Q1	$33.08	+11.2%	$319K
Two Sigma Investments	2016Q1	$33.55	+9.6%	$2.1M
Izzy Englander (Millennium Mgmt)	2016Q1	$34.22	+7.5%	$24.8M
Ray Dalio (Bridgewater Associates)	2018Q2	$35.08	+4.8%	$2.5M
Wellington Management	2016Q1	$35.18	+4.5%	$15.7M
Steve Cohen (Point72)	2016Q2	$35.87	+2.5%	$63.7M
Jeremy Grantham (GMO)	2017Q2	$36.37	+1.1%	$2.9M
Ken Griffin (Citadel Advisors)	2016Q1	$37.01	-0.6%	$16.5M
Ken Griffin (Citadel Advisors)	2016Q1	$37.01	-0.6%	$16.5M
Mario Gabelli (GAMCO)	2016Q1	$37.03	-0.7%	$899K
Norges Bank (Norway SWF)	2016Q1	$38.51	-4.5%	$108.2M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions4

Norges Bank (Norway SWF)
+2,942,537
$110.1M
Ray Dalio (Bridgewater Associates)
+67,840
$2.5M
Two Sigma Investments
+58,078
$2.2M
Paul Tudor Jones (Tudor Investment)
+6,183
$231K

Added to5

Steve Cohen (Point72)
+606,969
$22.7M
Ken Griffin (Citadel Advisors)
+270,782
$10.1M
Wellington Management
+3,324
$124K
T. Rowe Price
+22,819
$854
Jeremy Grantham (GMO)
+11
$412

Trimmed4

Izzy Englander (Millennium Mgmt)
−326,618
$12.2M
Renaissance Technologies
−172,363
$6.5M
AQR Capital Management
−9,980
$374K
Mario Gabelli (GAMCO)
−795
$30K

Exited1

D.E. Shaw & Co.
−21,142
$703K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	15	53,641,413	$55.71B	—
2022Q2	14	48,824,797	$59.26B	-1
2022Q3	12	46,045,669	$1.49B	-2
2022Q4	13	47,944,990	$1.78B	+1
2023Q1	11	46,348,913	$1.61B	-2
2023Q2	14	43,491,351	$1.17B	+3
2023Q3	18	44,291,053	$1.02B	+4
2023Q4	13	41,260,638	$1.02B	-5
2024Q1	14	39,787,441	$976.1M	+1
2024Q2	17	39,624,524	$907.4M	+3
2024Q3	14	9,708,617	$242.9M	-3
2024Q4	12	9,514,946	$268.5M	-2
2025Q1	16	6,465,515	$213.7M	+4
2025Q2	18	10,062,173	$366.1M	+2
2025Q3	15	5,359,540	$178.2M	-3
2025Q4	16	8,002,285	$299.5M	+1

Who owns UGI

16 super-investors · 2025Q4

Tracked stake

8.00M

Combined value

$300M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New4Added6Trim4Sold1Held1

#	Manager	Shares	Value	% of book	Last action
1	Norges Bank Norway SWF	2.94M	$110M	0.0%	New+2.94M
2	Steve Cohen Point72	1.73M	$65M	0.1%	Added+607.0K
3	AQR Capital Management	897.9K	$34M	0.0%	Trim−10.0K
4	Izzy Englander Millennium Mgmt	674.7K	$25M	0.0%	Trim−326.6K
5	Ken Griffin Citadel Advisors	449.2K	$17M	0.0%	Added+270.8K
6	Wellington Management	426.3K	$16M	0.0%	Added+3.3K
7	T. Rowe Price	322.8K	$12M	0.0%	Added+22.8K
8	Renaissance Technologies	214.2K	$8M	0.0%	Trim−172.4K
9	Jeremy Grantham GMO	79.3K	$3M	0.0%	Added+11
10	Ray Dalio Bridgewater Associates	67.8K	$3M	0.0%	New+67.8K
11	Two Sigma Investments	58.1K	$2M	0.0%	New+58.1K
12	Ken Griffin Citadel Advisors	57.5K	$2M	0.0%	Added+270.8K
13	D.E. Shaw & Co.	39.7K	$1M	0.0%	Sold−21.1K
14	Mario Gabelli GAMCO	24.4K	$915K	0.0%	Trim−795
15	First Eagle Investment Management	8.7K	$325K	0.0%	Held
16	Paul Tudor Jones Tudor Investment	6.2K	$231K	0.0%	New+6.2K

Recent moves

20 transactions

TRIMIzzy Englander (Millennium Mgmt)
−326,618 · 2025Q4
ADDJeremy Grantham (GMO)
+11 · 2025Q4
ADDT. Rowe Price
+22,819 · 2025Q4
SOLDD.E. Shaw & Co.
−21,142 · 2025Q4
ADDSteve Cohen (Point72)
+606,969 · 2025Q4
TRIMAQR Capital Management
−9,980 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+270,782 · 2025Q4
NEWTwo Sigma Investments
+58,078 · 2025Q4
ADDWellington Management
+3,324 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+6,183 · 2025Q4
NEWRay Dalio (Bridgewater Associates)
+67,840 · 2025Q4
TRIMRenaissance Technologies
−172,363 · 2025Q4
NEWNorges Bank (Norway SWF)
+2,942,537 · 2025Q4
TRIMMario Gabelli (GAMCO)
−795 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−28,599 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+620,920 · 2025Q3
TRIMSteve Cohen (Point72)
−462,470 · 2025Q3
SOLDTwo Sigma Investments
−167,007 · 2025Q3
NEWD.E. Shaw & Co.
+21,142 · 2025Q3
ADDT. Rowe Price
+74,381 · 2025Q3

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