Hamlin Capital Management, LLC has opened a new $22.0M position in $UGI, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 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 272 institutional investors add shares of $UGI stock to their portfolio, and 281 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 2,192,146 shares (+173.6%) to their portfolio in Q3 2025, for an estimated $72,910,775
- VANGUARD GROUP INC removed 2,042,746 shares (-7.8%) from their portfolio in Q3 2025, for an estimated $67,941,731
- HENNESSY ADVISORS INC removed 1,891,500 shares (-83.3%) from their portfolio in Q3 2025, for an estimated $62,911,289
- THRIVENT FINANCIAL FOR LUTHERANS added 1,023,732 shares (+1445.0%) to their portfolio in Q3 2025, for an estimated $34,049,326
- LSV ASSET MANAGEMENT added 994,379 shares (+20.3%) to their portfolio in Q3 2025, for an estimated $33,073,045
- PRIVATE MANAGEMENT GROUP INC added 721,868 shares (+inf%) to their portfolio in Q3 2025, for an estimated $24,009,329
- FEDERATED HERMES, INC. removed 696,556 shares (-22.2%) from their portfolio in Q3 2025, for an estimated $23,167,452
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 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 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.
- 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 $6,595,007 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
- BULK PROPANE DELIVERY: $902,551
- YELLOWSTONE NATIONAL PARK, PARKWIDE PROPANE PURCHASE FY25/26: $492,000
- NGAP CONTRACT - UGI ENERGY SERVICES, LLC: $299,638
- TASK ORDER EXECUTED OFF OF DLA ENERGY CONTRACT FOR GAS SERVICES FOR JOINT BASE MCGUIRE-DIX-LAKEHURST.: $234,818
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.
