Who owns Ugi Corp (UGI)?
232 US mutual funds and ETFs from 112 fund families reported a position in UGI for the quarter ending 2026-06-30. Against their own report a quarter earlier, 78 raised shares, 18 opened a new position, 81 cut and 13 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| Vanguard Index Funds | 4 | 34.2% |
| Ishares Trust | 11 | 21.6% |
| Undiscovered Managers Funds | 1 | 9.5% |
| Spdr Series Trust | 9 | 3.0% |
| Vanguard Fenway Funds | 1 | 2.7% |
| Wisdomtree Trust | 6 | 2.7% |
Tracked managers holding UGI
None of the managers Prior Moves tracks on 13F reports UGI in its latest filing.
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about UGI. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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