UGI — UGI CORP /PA/Today's name, from the SEC's present-day ticker list — a present-day mapping, not the name as of each filing.

Congress trades
5
all time
Members · 12m
0
0 buys · 0 sells · by trade date
Latest filing
05-19
2023-05-19
Rows filed past the STOCK Act's 45-day window, stated on the row, never editorialised; both dates and the receipt stay on every row.
1
13F holders
500
all listed · 2026-03-31
Congress: statutory ranges, filed up to 45 days after the trade · 13F: quarter-end snapshots, filed up to 45 days lateras of 2026-10-29
Congress 5Institutional 500

Congress · disclosure timeline

By trade date · 24 months · 0 rows ▲ buy, ▼ sell; height = lower bound (log scale). Trade date, not filing date — the filing lag is in the table below.

No dated UGI rows fall inside the trailing 24 months by trade date.

Members active in UGI

12 months · most active first Rows = number of disclosures, not dollars. Net = lower bound of the net range. Committees as of each member's latest trade in the window (roster snapshot 2026-10-29).

No member disclosed UGI in the trailing 12 months.

Congressional disclosures

Newest filed firstAll 5 rows ↗
Latest congressional filings mentioning UGI
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2023-05-19Daniel S. Goldman D–NY-10SELLTraded 04-10 +39d$1K–$15K
2023-05-19Daniel S. Goldman D–NY-10SELLTraded 04-10 +39d$1K–$15K
2023-04-17Daniel S. Goldman D–NY-10SELL partial (partial sale)Traded 03-01 LATE·47d$1K–$15K
2022-04-19John H. Rutherford R–FL-5SELLTraded 03-16 +34d$1K–$15K
2022-03-16John H. Rutherford R–FL-5BUYTraded 02-17 +27d$1K–$15K

13F holders · Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt. · longs only

Top institutional holders of UGI for quarter 2026-03-31, 1–25 of 500 holders
#FilerValueSecuritiesFlagsderived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list·§
1BlackRock, Inc.$935M1
derived ·§ EDGAR ↗
2FMR LLC$513M1
derived ·§ EDGAR ↗
3VANGUARD PORTFOLIO MANAGEMENT LLC$435M1
derived ·§ EDGAR ↗
4VANGUARD CAPITAL MANAGEMENT LLC$350M1
derived ·§ EDGAR ↗
5STATE STREET CORP$248M1
derived ·§ EDGAR ↗
6SNYDER CAPITAL MANAGEMENT L P$195M1
derived ·§ EDGAR ↗
7FULLER & THALER ASSET MANAGEMENT, INC.$195M1
derived ·§ EDGAR ↗
8GEODE CAPITAL MANAGEMENT, LLC$164M1
derived ·§ EDGAR ↗
9NORTHERN TRUST CORP$128M1
derived ·§ EDGAR ↗
10MORGAN STANLEY$112M1
derived ·§ EDGAR ↗
11DIMENSIONAL FUND ADVISORS LP$106M1
derived ·§ EDGAR ↗
12Bank of New York Mellon Corp$105M1
derived ·§ EDGAR ↗
13Invesco Ltd.$99.8M1
derived ·§ EDGAR ↗
14Hamlin Capital Management, LLC$96.1M1
derived ·§ EDGAR ↗
15Mitsubishi UFJ Trust & Banking Corp$90.5M1
derived ·§ EDGAR ↗
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$89.7M1
derived ·§ EDGAR ↗
17FEDERATED HERMES, INC.$71.8M1
derived ·§ EDGAR ↗
18MANUFACTURERS LIFE INSURANCE COMPANY, THE$68.7M1
derived ·§ EDGAR ↗
19JUPITER ASSET MANAGEMENT LTD$64.5M1
derived ·§ EDGAR ↗
20AMERIPRISE FINANCIAL INC$60.3M1
derived ·§ EDGAR ↗
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$58.0M1
derived ·§ EDGAR ↗
22FIRST TRUST ADVISORS LP$55.4M1
derived ·§ EDGAR ↗
23VANGUARD FIDUCIARY TRUST CO$48.5M1
derived ·§ EDGAR ↗
24Bragg Financial Advisors, Inc$48.1M1
derived ·§ EDGAR ↗
25Lansforsakringar Fondforvaltning AB (publ)$47.7M1
derived ·§ EDGAR ↗
Show all 500 holders
Truncated by Public Filings. All 470 13F filers reporting this share class are listed. Method ↗

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Congress ↔ notable managers · UGI

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-31 → 2026-10-29 · statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $3.1M held
Trimming
1 Miller Value Partners $4.4M held

by shares · $ = value heldNEW + ADD vs TRIM + EXIT, by share count. $ = reported value now, not the change. · UGI CORP NEW

Merged timeline of congressional filings and notable-manager moves on UGI
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FADD+17,472 sh
2026-05-15Miller Value Partners 13FTRIM−141,000 sh

2 newest, by filing date · 13F rows are quarter-end snapshots, not trades

Congress vs filers

12 months
Congress net (rows)no rows
Congress net ($ bound)$0
Filersnot computedThe filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.