Hamlin Capital Management, LLC has added 2,053,049 shares of $UGI to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $UGI.
UGI Hedge Fund Activity
We have seen 282 institutional investors add shares of UGI stock to their portfolio, and 258 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NEUBERGER BERMAN GROUP LLC added 3,795,046 shares (+107.2%) to their portfolio in Q4 2025, for an estimated $142,048,571
- PICTET ASSET MANAGEMENT HOLDING SA removed 2,487,187 shares (-66.9%) from their portfolio in Q4 2025, for an estimated $93,095,409
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,208,891 shares (-78.5%) from their portfolio in Q4 2025, for an estimated $82,678,790
- HAMLIN CAPITAL MANAGEMENT, LLC added 2,053,049 shares (+349.8%) to their portfolio in Q1 2026, for an estimated $74,772,044
- VANGUARD GROUP INC removed 1,603,458 shares (-6.6%) from their portfolio in Q4 2025, for an estimated $60,017,432
- HG VORA CAPITAL MANAGEMENT, LLC removed 1,200,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $44,916,000
- MANUFACTURERS LIFE INSURANCE COMPANY, THE added 1,187,326 shares (+189.2%) to their portfolio in Q4 2025, for an estimated $44,441,612
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
UGI Insider Trading Activity
UGI insiders have traded $UGI stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $UGI stock by insiders over the last 6 months:
- SEAN O'BRIEN (Chief Financial Officer) has made 0 purchases and 2 sales selling 28,709 shares for an estimated $1,080,807.
- JOSEPH L. HARTZ (President of Subsidiary) has made 0 purchases and 2 sales selling 20,000 shares for an estimated $772,372.
- JEAN FELIX TEMATIO (VP, CAO & Corporate Controller) sold 12,840 shares for an estimated $488,848
- HANS G. BELL (President of Subsidiary) sold 11,300 shares for an estimated $439,698
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
UGI Government Contracts
We have seen $5,455,237 of award payments to $UGI over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- LIQUIFIED PETROLEUM (LP) GAS: $1,200,000
- BASE YEAR NATURAL GAS TRANSMISSION: $530,251
- YELLOWSTONE NATIONAL PARK, PARKWIDE PROPANE PURCHASE FY25/26: $492,000
- BULK PROPANE DELIVERY: $442,551
- AWARD - PROPANE SUPPLY AND DELIVERY TO THE EDGEMONT USARC/AMSA 31 LOCATED AT 2101 DELCHESTER ROAD, NEWTOWN ...: $221,827
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
UGI Analyst Ratings
Wall Street analysts have issued reports on $UGI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Mizuho issued a "Outperform" rating on 12/15/2025
To track analyst ratings and price targets for UGI , check out Quiver Quantitative's $UGI forecast page.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $UGI ticker page for more data.
