1 tracked superinvestor hold UGI CORP NEW (UGI), worth $4M combined, led by Bill Miller. Smart money is holding UGI as of the latest 13F filings.
Current price
$37.94
+14.9%
1Y
UGI Corporation functions as a comprehensive energy company, actively involved in the distribution, storage, transportation, and marketing of various energy products, alongside offering related services. Its operational footprint extends across both the United States and international markets. The company's diverse activities are structured into four primary segments: AmeriGas Propane, UGI…
Market cap
$7.6B
P/E
13.16
Div yield
4.0%
Revenue YoY
1.1%
Analyst target
$43
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$4M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
0 buying · 0 selling
Smart money is holding UGI steady this quarter — buys and sells are balanced.
UGI CORP NEW (UGI) is held by 1 tracked funds worth $4M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Bill Miller at 1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
Tracked holders were largely static this quarter — no new opens, adds or trims of size — suggesting the position is being held rather than actively traded.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 1% | $4M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
1 insider filed SEC Form 144 for $852K of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Kathleen Shea-Ballay | Officer | 25,360 | $852K | 2026-06-18 |
Which superinvestors own UGI?
1 tracked funds hold UGI CORP NEW (UGI), the largest being Bill Miller (Miller Value Partners) at 1% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling UGI?
In the most recent 13F quarter, 0 tracked funds added or opened UGI and 0 trimmed it.
How much UGI do tracked funds hold?
Combined disclosed long exposure to UGI across tracked superinvestors is $4M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.