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UGI

Utilities, filed as UGI CORP NEW (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

  • 2 Owners
  • Max 1.0%
  • $4.6M
  • 1 reduce

In 2026 Q2 First Eagle Investment Management trimmed UGI.

Who owns this now

Largest portfolio weights among holders, up to 1.0% (Bill Miller, Miller Value Partners). Not free-float ownership.

  1. Bill Miller 0.99%

Who owns UGI

Sorted by value, long equity only, as of 2026 Q2.

History
Bill Miller, Miller Value Partners 0.99% Hold 121,000 $4.2M History
First Eagle Investment Management <0.01% Reduce −2.4% 11,421 $394K History

2 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by UGI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All UGI insider trades
  • None no insider bought on the open market
  • $3.6M sold by 5 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Kathleen Shea-Ballay GC and Chief Legal Officer
    Sale
    $852K 25,360 shares at $33.62 100% of stake
    Traded Jun 18 Filed Jun 23
    ↗
  2. Jean Felix Tematio VP, CAO & Corporate Controller
    Sale
    $489K 12,840 shares at $38.07 65% of stake
    Traded Feb 11 Filed Feb 13
    ↗
  3. Joseph L. Hartz President of Subsidiary
    Sale
    $192K 5,000 shares at $38.45 13% of stake
    Traded Dec 17, 2025 Filed Dec 18, 2025
    ↗
  4. Sean O'Brien CFO
    Sale
    $1.1M 28,709 shares at $37.65 100% of stake
    Traded Dec 5, 2025 Filed Dec 9, 2025
    ↗
  5. Hans G. Bell President of Subsidiary
    Sale
    $440K 11,300 shares at $38.91 38% of stake
    Traded Nov 26, 2025 Filed Dec 1, 2025
    ↗
  6. Joseph L. Hartz President of Subsidiary
    Sale
    $580K 15,000 shares at $38.68 31% of stake
    Traded Nov 25, 2025 Filed Nov 28, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 13 option exercises, 9 stock grants, and 7 share withholdings for taxes.

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
8-K 1.01,2.03,9.01 Filing Doc
8-K 1.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.02 Filing Doc
8-K 1.01,1.02,2.03,8.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
8-K 7.01,8.01,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q Filing Doc
8-K 5.07 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $8.76B $7.04B $7.15B
Net income -$1.5B $0.269B $0.678B
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 -$0.792B -$0.699B
Cash from financing -$168M -$506M -$406M
Net change in cash -$129M -$112M $127M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Further reading

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