Follow-The-Filings

Security

UGI

Ugi Corp. New · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 2 new 1 exit max 1.2% (Bill Miller - Miller Valu...)

grid → activity →
owners 15
max % 1.2%
tracked value $1.2B
qoq N 2 A 6 R 6 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Bill Miller - Miller Value Partners, LLC 2026 Q1 1.2% Reduce -53.8% 121,000 $4M hist
Ancora Advisors LLC 2026 Q1 0.3% Reduce -1.7% 395,359 $14M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +6517.7% 1,617,489 $59M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add +346.7% 595,195 $22M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +3.0% 924,617 $34M hist
Renaissance Technologies LLC 2026 Q1 0.0% Add +68.4% 360,783 $13M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -6.6% 22,682,203 $849M hist
Norges Bank 2025 Q4 stale 0.0% Reduce -9.9% 2,942,537 $110M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% New 0.0% 508,133 $19M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -41.8% 392,799 $14M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +25.8% 85,312 $3M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -72.0% 125,884 $5M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +15.6% 83,325 $3M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% New 0.0% 58,078 $2M hist
First Eagle Investment Management, LLC 2026 Q1 0.0% — 11,701 $426 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.1% Exit -0.07 pp 1,732,942 $65M hist

15 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $8.76B $7.04B $7.15B
Gross profit — — —
Gross margin — — —
Net income -$1.5B $269M $678M
Net margin * -17.1% 3.8% 9.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.04B $1.65B $1.77B
Total non-current assets * $13.36B $13.45B $13.7B
Total assets $15.4B $15.1B $15.46B
Total current liabilities $2.27B $2.06B $1.98B
Total non-current liabilities * $8.73B $8.68B $8.7B
Total equity $4.39B $4.34B $4.78B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.11B $1.18B $1.23B
Cash from investing -$1.08B -$792M -$699M
Cash from financing -$168M -$506M -$406M
Net change in cash -$129M -$112M $127M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders