UGI Corp
UGIFigures shown here come from public SEC filings. Dates beside each section show the available history.
How UGI Corp Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 18 annual periods. The latest annual period ends Sep 30, 2025. The latest insider filing shown is dated Jun 23, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| AdvisorNet Financial, Inc | 2026-03-31 | 2,192 | $79.8K | SEC filing |
| Bill Few Associates, Inc. | 2026-03-31 | 93,169 | $3.39M | SEC filing |
| Atria Investments, Inc | 2026-03-31 | 24,247 | $883K | SEC filing |
| Lansforsakringar Fondforvaltning AB (publ) | 2026-03-31 | 1,309,086 | $47.7M | SEC filing |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 2026-03-31 | 51,658 | $1.88M | SEC filing |
| STOREBRAND ASSET MANAGEMENT AS | 2026-03-31 | 21,600 | $787K | SEC filing |
| UBS Group AG | 2026-03-31 | 658,892 | $24M | SEC filing |
| Fortitude Family Office, LLC | 2026-03-31 | 137 | $4.99K | SEC filing |
| CWM, LLC | 2026-03-31 | 19,725 | $718K | SEC filing |
| WELLS FARGO & COMPANY/MN | 2026-03-31 | 280,077 | $10.2M | SEC filing |
| ALPS ADVISORS INC | 2026-03-31 | 61,334 | $2.23M | SEC filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2026-03-31 | 189,712 | $6.91M | SEC filing |
| New Age Alpha Advisors, LLC | 2026-03-31 | 4,953 | $180K | SEC filing |
| Allworth Financial LP | 2026-03-31 | 5,275 | $192K | SEC filing |
| Sigma Planning Corp | 2026-03-31 | 6,548 | $239K | SEC filing |
| FEDERATED HERMES, INC. | 2026-03-31 | 1,970,523 | $71.8M | SEC filing |
| MILLENNIUM MANAGEMENT LLC | 2026-03-31 | 392,799 | $14.3M | SEC filing |
| PRUDENTIAL FINANCIAL INC | 2026-03-31 | 19,348 | $705K | SEC filing |
| Altshuler Shaham Ltd | 2026-03-31 | 880 | $32.1K | SEC filing |
| Treasurer of the State of North Carolina | 2026-03-31 | 92,053 | Not shown | SEC filing |
- Each value is checked against UGI Corp's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at UGI Corp's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among UGI Corp's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2022-05-27 · Walsh John L: Larger than all 13 other insider sales of UGI Common Stock on file. SEC filing
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-18 | Shea-Ballay Kathleen · GC and Chief Legal Officer | UGI Common Stock | S — Open market or private sale | −25,360 | 33.62 | SEC filing |
| 2026-02-11 | Tematio Jean Felix · VP, CAO & Corporate Controller | UGI Common Stock | S — Open market or private sale | −12,840 | 38.07 | SEC filing |
| 2025-12-17 | Hartz Joseph L. · President of Subsidiary | UGI Common Stock | S — Open market or private sale | −5,000 | 38.45 | SEC filing |
| 2025-12-05 | O'Brien Sean · Chief Financial Officer | UGI Common Stock | S — Open market or private sale | −4,936 | 37.65 | SEC filing |
| 2025-12-05 | O'Brien Sean · Chief Financial Officer | UGI Common Stock | S — Open market or private sale | −23,773 | 37.65 | SEC filing |
| 2025-11-26 | Bell Hans G. · President of Subsidiary | UGI Common Stock | S — Open market or private sale | −11,300 | 38.91 | SEC filing |
| 2025-11-25 | Hartz Joseph L. · President of Subsidiary | UGI Common Stock | S — Open market or private sale | −15,000 | 38.68 | SEC filing |
| 2025-02-27 | Sharp Michael · President of Subsidiary | UGI Common Stock | P — Open market or private purchase | +4,806 | 33.30 | SEC filing |
Showing 8 of 14 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-18 | Shea-Ballay Kathleen · GC and Chief Legal Officer | UGI Common Stock | M — Exercise or conversion of derivative security | +25,360 | SEC filing |
| 2026-06-18 | Shea-Ballay Kathleen · GC and Chief Legal Officer | Options (Right to Buy) | M — Exercise or conversion of derivative security | −25,360 | SEC filing |
| 2026-04-10 | O'Brien Sean · Chief Financial Officer | UGI Common Stock | M — Exercise or conversion of derivative security | +5,660 | SEC filing |
| 2026-04-10 | O'Brien Sean · Chief Financial Officer | Stock Units | M — Exercise or conversion of derivative security | −5,660 | SEC filing |
| 2026-04-10 | O'Brien Sean · Chief Financial Officer | UGI Common Stock | F — Payment of exercise price or tax by delivering securities | −1,576 | SEC filing |
| 2026-02-11 | Tematio Jean Felix · VP, CAO & Corporate Controller | Options (Right to Buy) | M — Exercise or conversion of derivative security | −12,840 | SEC filing |
| 2026-02-11 | Tematio Jean Felix · VP, CAO & Corporate Controller | UGI Common Stock | M — Exercise or conversion of derivative security | +12,840 | SEC filing |
| 2026-01-30 | Bingenheimer David · Director | UGI Common Stock | A — Grant, award, or other acquisition | +4,364 | SEC filing |
Showing 8 of 31 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2023-03-07 | Koerwer John · Chief Information Officer | UGI Common Stock | I — Discretionary transaction | −431 | SEC filing |
Showing 1 of 1 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.