Guru Ownership Trend
Guru Analysis for UGI Corporation (UGI)
UGI Corporation (UGI), a key player in the Utilities sector, continues to attract institutional attention.
As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $164.26 M.
Top institutional holders include Steven Cohen and Diamond Hill Capital.
Institutional sentiment is currently Bullish. This is evidenced by a $16.8 M net inflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 93.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for UGI Corporation (UGI)
Major holders include Steven Cohen ($64.86 M), Diamond Hill Capital ($44.78 M), Cliff Asness ($33.61 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 4.58 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $16.8 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited UGI. The total reported sell value was $10.26 M.
Yes, 1 managers opened new positions in UGI, and 3 increased their existing holdings. The total reported buy value was $27.05 M.
