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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $104.25 M.
Top institutional holders include Diamond Hill Capital and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $61.72 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Jeremy Grantham reduced exposure by 55.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for UGI Corporation (UGI)
Major holders include Diamond Hill Capital ($43.88 M), Cliff Asness ($33.67 M), Renaissance Technologies (RenTech) ($13.14 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.94 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $61.72 M, with 7 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited UGI. The total reported sell value was $72.96 M.
Yes, 0 managers opened new positions in UGI, and 7 increased their existing holdings. The total reported buy value was $11.24 M.
