SEC 13F Intelligence

Neuberger Berman Group LLC / UGI

Neuberger Berman Group LLC’s Ugi Corp New Position

Does Neuberger Berman Group LLC own Ugi Corp New (UGI)? Yes8.43M shares worth $307M (+0.23% of its 13F portfolio) as of Q1 2026, up from 7.33M shares the prior filed quarter.

Position Value
$307M
Q1 2026
Shares
8.43M
% of Portfolio
+0.23%
Quarters Held
29
currently held

Position History UGI

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $3MQ2 ’19: $5MQ3 ’19: $7MQ4 ’19: $5MQ4 ’19Q1 ’20: $604,000Q2 ’20: $321,000Q3 ’20: $260,000Q4 ’20: $464,000Q4 ’20Q1 ’21: $916,000Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $1MQ4 ’22: $501,631Q4 ’22Q1 ’23: $369,325Q3 ’23: $533,117Q4 ’23: $434,411Q1 ’24: $369,548Q1 ’24Q2 ’24: $663,046Q3 ’24: $734,437Q4 ’24: $44MQ1 ’25: $99MQ1 ’25Q2 ’25: $119MQ3 ’25: $118MQ4 ’25: $275MQ1 ’26: $307MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.43M$307M+0.23%
Q4 20257.33M$275M+0.20%
Q3 20253.54M$118M+0.09%
Q2 20253.28M$119M+0.09%
Q1 20252.99M$99M+0.08%
Q4 20241.56M$44M+0.03%
Q3 202429.4K$734,4370.00%
Q2 202429.0K$663,0460.00%
Q1 202415.1K$369,5480.00%
Q4 202317.7K$434,4110.00%
Q3 202323.2K$533,1170.00%
Q1 202310.6K$369,3250.00%
Q4 202213.5K$501,6310.00%
Q3 202240.7K$1M0.00%
Q2 202250.6K$2M0.00%
Q1 202248.2K$2M0.00%
Q4 202150.0K$2M0.00%
Q3 202141.0K$2M0.00%
Q2 202143.8K$2M0.00%
Q1 202122.7K$916,0000.00%
Q4 202013.4K$464,0000.00%
Q3 20207.9K$260,0000.00%
Q2 202010.2K$321,0000.00%
Q1 202022.6K$604,0000.00%
Q4 2019115.1K$5M+0.01%
Q3 2019145.2K$7M+0.01%
Q2 201993.0K$5M+0.01%
Q1 201953.1K$3M0.00%
Q4 2018101.4K$5M+0.01%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Neuberger Berman Group LLC’s full portfolio or all institutional holders of UGI.