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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $208.39 M.
Top institutional holders include Cliff Asness and Diamond Hill Capital.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $84.12 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 275.2%. Conversely, Jeremy Grantham reduced exposure by 8.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for UGI Corporation (UGI)
Major holders include Cliff Asness ($119.69 M), Diamond Hill Capital ($38.31 M), Renaissance Technologies (RenTech) ($14.13 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 5.38 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $84.12 M, with 3 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited UGI. The total reported sell value was $9.52 M.
Yes, 0 managers opened new positions in UGI, and 3 increased their existing holdings. The total reported buy value was $93.64 M.
