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Public ownership evidence

UGI Corporation (UGI) Ownership Disclosures

Read UGI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2914$484None
Advisors Asset Management, Inc.2021-12-312026-08-2830,904$1,418,803None
Advisors Asset Management, Inc.2022-12-312026-08-2830,876$1,144,573None
Advisors Asset Management, Inc.2020-06-302026-08-2831$986None
Advisors Asset Management, Inc.2020-06-302026-08-2819,900$632,820None
Advisors Asset Management, Inc.2022-06-302026-08-2824,966$964,000None
Advisors Asset Management, Inc.2021-09-302026-08-2828,958$1,234,000None
Corient Private Wealth LP2026-06-302026-08-2849,142$1,703,289None
Principia Wealth Advisory, LLC2026-06-302026-08-274$138None
Principia Wealth Advisory, LLC2026-03-312026-08-272$73None
Advisors Asset Management, Inc.2024-03-312026-08-27350,339$8,597,319None
Advisors Asset Management, Inc.2025-03-312026-08-27426,750$14,112,623None
Advisors Asset Management, Inc.2022-09-302026-08-2726,289$850,000None
Advisors Asset Management, Inc.2020-12-312026-08-2719,313$675,000None
Advisors Asset Management, Inc.2022-03-312026-08-2726,677$966,241None
Advisors Asset Management, Inc.2023-06-302026-08-2785,712$2,311,653None
Advisors Asset Management, Inc.2023-09-302026-08-27170,236$3,915,428None
Advisors Asset Management, Inc.2023-03-312026-08-2733,934$1,179,546None
Advisors Asset Management, Inc.2021-03-312026-08-2723,302$955,615None
Advisors Asset Management, Inc.2021-06-302026-08-2726,474$1,226,000None
Advisors Asset Management, Inc.2020-09-302026-08-2719,967$658,512None
Advisors Asset Management, Inc.2025-09-302026-08-27268,712$8,937,361None
Advisors Asset Management, Inc.2023-12-312026-08-27273,032$6,716,587None
Advisors Asset Management, Inc.2019-12-312026-08-2631$1,400None
Advisors Asset Management, Inc.2019-12-312026-08-2621,775$983,359None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-03-312026-08-2698,700$3,594,654None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-26122,200$4,220,788None
Advisors Asset Management, Inc.2025-06-302026-08-25345,720$12,591,122None
First Eagle Investment Management, LLC2026-06-302026-08-2511,421$394,481None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25247,996$8,565,782None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-258,565,782$247,996,000None
Advisors Asset Management, Inc.2024-09-302026-08-22469,701$11,751,919None
Advisors Asset Management, Inc.2024-06-302026-08-22439,698$10,069,084None
Advisors Asset Management, Inc.2024-12-312026-08-22490,950$13,859,519None
Advisors Asset Management, Inc.2025-12-312026-08-22167,406$6,266,007None
Advisors Asset Management, Inc.2020-03-312026-08-2217,876$476,753None
Harvest Fund Management Co., Ltd2026-06-302026-08-216,359$220,000None
DEPRINCE RACE & ZOLLO INC2026-06-302026-08-211,338,417$46,228,924None
Archer Investment Corp2026-06-302026-08-2031$1,057None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20122,859$4,243,538None
Advisors Asset Management, Inc.2019-03-312026-08-1931$1,718None
Advisors Asset Management, Inc.2019-03-312026-08-1927,496$1,523,828None
Advisors Asset Management, Inc.2019-09-302026-08-1931$1,558None
Advisors Asset Management, Inc.2019-09-302026-08-1925,531$1,283,443None
Advisors Asset Management, Inc.2019-06-302026-08-1931$1,656None
Advisors Asset Management, Inc.2019-06-302026-08-1927,648$1,476,680None
Ensign Peak Advisors, Inc2026-03-312026-08-1989,117$3,245,641None
Ensign Peak Advisors, Inc2025-12-312026-08-1987,929$3,291,182None
Ensign Peak Advisors, Inc2025-09-302026-08-19197,959$6,584,116None
Kimelman & Baird, LLC2026-06-302026-08-191,050$36,267None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.