$UGI is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.32%, with an average of 0.04% of portfolio. Largest holder: River Road Asset Management, LLC at 0.32%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
UGI CORP NEW
13F holders
587
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 587 · Source: 13F-HR01
Bahl & Gaynor Inc.
—
—
02
State Street
—
—
03
Madison Investment Advisors, LLC
—
—
04
Axa S.a.
—
—
05
Investment Partners, Ltd.
—
—
06
Snyder Capital Management L P
—
—
07
Contrarian Capital Management, L.l.c.
—
—
08
California State Teachers Retirement System
—
—
09
Bedrijfstakpensioenfonds Voor De Media Pno
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10
Gates Foundation Trust
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
11 holders · Q1 202601
River Road Asset Management, LLC
0.32% NEW
α +12.9pts
02
Quarry LP
0.02% held
α +10.6pts
03
Nisa Investment Advisors, LLC
0.02% held
α +16.6pts
04
Fulton Bank, N.a.
0.01% held
α +23.8pts
05
WINTON GROUP Ltd
0.01% held
α +27.0pts
06
New Age Alpha Advisors, LLC
0.01% held
α +10.8pts
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
08
Banco Santander, S.A.
0.00% held
α +12.6pts
09
Wellington Management Group LLP
0.00% held
α +10.5pts
10
Citigroup Inc.
0.00% held
α +26.3pts
11
Knightsbridge Asset Management, LLC
0.00% held
α +24.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
7 transactions · 5 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $UGI in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $UGI lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $UGI — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 10:49 UTC.