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 Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $165.8 M.
Top institutional holders include 鑽石山資本 and 史蒂夫·科恩.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $39.54 M net outflow during the quarter.
Recent activity highlights 保羅·都鐸·瓊斯 who increased their stake by 234.1%. Conversely, 克里夫·阿斯內斯 reduced exposure by 40.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.18% | Add 5.8% | 1,148,384 | $38.2 M | Q3 2025 | |
| 0.06% | Reduce -29.1% | 1,125,973 | $37.45 M | Q3 2025 | |
| 0.02% | Reduce -40.3% | 907,928 | $30.12 M | Q3 2025 | |
| 0.02% | Reduce -29.3% | 386,583 | $12.86 M | Q3 2025 | |
| 3.20% | Reduce -10.3% | 262,000 | $8.71 M | Q3 2025 | |
| 0.01% | Add 234.1% | 95,545 | $3.18 M | Q3 2025 | |
| 0.04% | Add 4.6% | 94,116 | $3.13 M | Q3 2025 | |
| 0.01% | Reduce -11.0% | 79,274 | $2.64 M | Q3 2025 | |
| 0.01% | Reduce -1.6% | 25,239 | $839,449 | Q3 2025 | |
| 0.00% | Add 0.8% | 8,681 | $288,730 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for UGI Corporation (UGI)
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $39.54 M, with 4 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited UGI. The total reported sell value was $43.99 M.
Yes, 0 managers opened new positions in UGI, and 4 increased their existing holdings. The total reported buy value was $4.45 M.