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UGI (UGI) Institutional Ownership

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$32.79 +0.04 (+0.12%)
Closing price 04/30/2025 03:59 PM Eastern
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$32.46 -0.34 (-1.02%)
As of 08:54 AM Eastern
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Institutional Ownership Changes (13F Filings) for UGI (NYSE:UGI)

Current
Institutional Ownership
Percentage
82.34%
Number of
Institutional Buyers
(last 12 months)
318
Total
Institutional Inflows
(last 12 months)
$1.31B
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$507.79M
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UGI Institutional Buying and Selling by Quarter

UGI Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Xponance Inc.31,434$1.04M0.0%-7.7%0.015%
4/30/2025State of Michigan Retirement System51,458$1.70M0.0%+1.2%0.024%
4/30/2025Cerity Partners LLC140,153$4.64M0.0%+128.0%0.065%
4/30/2025Code Waechter LLC23,139$765K0.6%-50.7%0.011%
4/30/2025Alps Advisors Inc.93,518$3.09M0.0%+7.8%0.044%
4/30/2025Nisa Investment Advisors LLC72,608$2.43M0.0%-10.6%0.034%
4/30/2025Linden Thomas Advisory Services LLC8,908$295K0.0%+5.0%0.004%
4/30/2025Greenleaf Trust6,664$220K0.0%N/A0.003%
4/30/2025M&T Bank Corp78,220$2.59M0.0%-51.2%0.036%
4/30/2025Stratos Wealth Partners LTD.15,244$504K0.0%-12.0%0.007%
4/30/2025Hourglass Capital LLC89,110$2.95M0.8%+8.0%0.041%
4/30/2025ARGA Investment Management LP97,735$3.23M0.1%-15.2%0.045%
4/30/2025Fullcircle Wealth LLC9,690$317K0.1%N/A0.005%
4/29/2025 Envestnet Asset Management Inc.139,604$4.62M0.0%+73.1%0.065%
4/29/2025 Roffman Miller Associates Inc. PA216,034$7.14M0.5%+14.7%0.101%
4/29/2025 Bank of New York Mellon Corp2,592,251$85.73M0.0%+2.2%1.207%
4/29/2025 Argyle Capital Management LLC35,924$1.19M0.4%+2.1%0.017%
4/29/2025 Huntleigh Advisors Inc.34,617$1.15M0.2%+266.2%0.016%
4/28/2025 D.A. Davidson & CO.45,551$1.51M0.0%N/A0.021%
4/28/2025 Principal Financial Group Inc.494,327$16.35M0.0%+0.4%0.230%
4/28/2025 Mutual Advisors LLC6,917$226K0.0%-5.1%0.003%
4/28/2025 Meritage Portfolio Management156,510$5.18M0.3%N/A0.073%
4/28/2025 St. James Investment Company LLC238,860$7.90M1.3%N/A0.111%
4/28/2025 Teacher Retirement System of Texas31,388$1.04M0.0%+26.0%0.015%
4/28/2025 Private Trust Co. NA1,395$46K0.0%+36.1%0.001%
4/25/2025 Red Door Wealth Management LLC6,966$230K0.0%N/A0.003%
4/25/2025 Kendall Capital Management23,805$787K0.2%+5.7%0.011%
4/25/2025 New York State Teachers Retirement System209,967$6.94M0.0%-0.3%0.098%
4/25/2025 Amalgamated Bank98,535$3.26M0.0%-3.3%0.046%
4/25/2025 KBC Group NV65,273$2.16M0.0%-6.5%0.030%
4/24/2025 Jeppson Wealth Management LLC6,862$227K0.1%N/A0.003%
4/24/2025 Allspring Global Investments Holdings LLC166,234$5.57M0.0%-8.5%0.077%
4/24/2025 Corundum Trust Company INC11,373$376K1.1%N/A0.005%
4/23/2025 Sequoia Financial Advisors LLC10,206$338K0.0%N/A0.005%
4/23/2025 Perigon Wealth Management LLC6,142$203K0.0%N/A0.003%
4/23/2025 HBK Sorce Advisory LLC11,634$385K0.0%+13.5%0.005%
4/23/2025 Golden State Wealth Management LLC2,577$85K0.0%+104.8%0.001%
4/23/2025 Spire Wealth Management2,234$74K0.0%+3,961.8%0.001%
4/23/2025 Edmp Inc.135,631$4.49M3.8%-0.5%0.063%
4/23/2025 Oppenheimer & Co. Inc.55,837$1.85M0.0%+4.7%0.026%
How to invest in Elon Musk’s Optimus before its launch (Ad)

Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that Elon Musk himself believes "will be the biggest product ever of any kind". One well-connected Silicon Valley insider has uncovered a way for anybody to claim a stake in Optimus with as little as $100. All you'll need is a regular brokerage account.

4/23/2025 Oppenheimer Asset Management Inc.15,073$498K0.0%+10.0%0.007%
4/22/2025 Cambridge Investment Research Advisors Inc.88,547$2.93M0.0%+8.0%0.041%
4/22/2025 Ellis Investment Partners LLC6,504$215K0.0%-28.4%0.003%
4/22/2025 Manning & Napier Advisors LLC100,811$3.33M0.0%-32.8%0.047%
4/22/2025 Nilsine Partners LLC18,007$595K0.1%-1.7%0.008%
4/22/2025 Advisor Resource Council35,192$1.16M0.1%N/A0.016%
4/21/2025 Spirit of America Management Corp NY10,000$331K0.1%-28.6%0.005%
4/21/2025 Abundance Wealth Counselors32,629$1.08M0.2%+10.6%0.015%
4/21/2025 Retirement Systems of Alabama495,853$16.40M0.1%+0.1%0.231%
4/21/2025 Blue Trust Inc.4,049$134K0.0%+18.7%0.002%
4/21/2025 Envestnet Portfolio Solutions Inc.23,822$788K0.0%+63.7%0.011%
4/21/2025 State of Alaska Department of Revenue25,171$832K0.0%+2.8%0.012%
4/21/2025 CWA Asset Management Group LLC16,558$548K0.0%-12.1%0.008%
4/17/2025 QRG Capital Management Inc.16,142$534K0.0%N/A0.008%
4/17/2025 Janney Montgomery Scott LLC241,102$7.97M0.0%-3.9%0.112%
4/17/2025 Cyndeo Wealth Partners LLC239,401$7.92M0.5%-6.5%0.111%
4/17/2025 Exchange Traded Concepts LLC24,109$797K0.0%N/A0.011%
4/17/2025 Sound Income Strategies LLC2,755$91K0.0%+3,343.8%0.001%
4/16/2025 Hennessy Advisors Inc.2,168,952$71.73M2.4%-8.7%1.010%
4/16/2025 Wealth Enhancement Advisory Services LLC33,240$1.10M0.0%-3.7%0.015%
4/16/2025 Quintet Private Bank Europe S.A.1,880$62K0.0%+25.3%0.001%
4/15/2025 Alpha Omega Wealth Management LLC15,153$501K0.1%+5.4%0.007%
4/15/2025 CX Institutional911$30K0.0%N/A0.000%
4/15/2025 SG Americas Securities LLC33,980$1.12M0.0%N/A0.016%
4/15/2025 Sonora Investment Management Group LLC6,369$211K0.0%N/A0.003%
4/15/2025 Accurate Wealth Management LLC10,674$336K0.1%-3.2%0.005%
4/15/2025 GAMMA Investing LLC8,398$278K0.0%+7.3%0.004%
4/14/2025 Yousif Capital Management LLC81,298$2.69M0.0%-2.5%0.038%
4/14/2025 Farther Finance Advisors LLC9,667$324K0.0%+132.9%0.005%
4/14/2025 Wesbanco Bank Inc.6,789$225K0.0%N/A0.003%
4/14/2025 First Citizens Bank & Trust Co.7,703$255K0.0%-33.9%0.004%
4/14/2025 Wedge Capital Management L L P NC386,226$12.77M0.2%-12.7%0.180%
4/14/2025 Park Avenue Securities LLC11,925$394K0.0%+7.5%0.006%
4/14/2025 UMB Bank n.a.2,442$81K0.0%+81.6%0.001%
4/10/2025 Salvus Wealth Management LLC6,060$200K0.1%N/A0.003%
4/10/2025 Naples Global Advisors LLC26,637$890K0.1%-1.6%0.012%
4/10/2025 Beacon Financial Group13,324$441K0.0%+57.9%0.006%
4/10/2025 Apella Capital LLC17,282$540K0.0%N/A0.008%
4/9/2025 Merit Financial Group LLC9,055$299K0.0%+18.8%0.004%
4/9/2025 NBC Securities Inc.20,640$682K0.1%+108,531.6%0.010%
4/8/2025 Rhumbline Advisers606,815$20.07M0.0%+1.8%0.282%
4/8/2025 Fifth Third Wealth Advisors LLC6,942$230K0.0%N/A0.003%
4/8/2025 Global Financial Private Client LLC14,678$485K0.2%+183,375.0%0.007%
4/8/2025 Parallel Advisors LLC3,931$130K0.0%+19.9%0.002%
4/7/2025 Partnership Wealth Management LLC6,750$223K0.2%N/A0.003%
4/7/2025 GAMMA Investing LLC277,722$8.40M0.0%+3,449.2%0.129%
3/24/2025Wellington Management Group LLP574,095$16.21M0.0%-1.4%0.267%
3/18/2025California State Teachers Retirement System200,839$5.67M0.0%-1.0%0.093%
3/17/2025 Wealth Enhancement Advisory Services LLC34,532$975K0.0%+28.4%0.016%
3/12/2025Northstar Financial Companies Inc.14,695$415K0.4%N/A0.007%
How to invest in Elon Musk’s Optimus before its launch (Ad)

Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that Elon Musk himself believes "will be the biggest product ever of any kind". One well-connected Silicon Valley insider has uncovered a way for anybody to claim a stake in Optimus with as little as $100. All you'll need is a regular brokerage account.

3/12/2025Wealthedge Investment Advisors LLC17,267$487K0.2%N/A0.008%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH368,689$10.41M0.0%N/A0.172%
2/20/2025Mackenzie Financial Corp51,392$1.45M0.0%-70.5%0.024%
2/19/2025Invst LLC27,944$789K0.1%+1.7%0.013%
2/19/2025Public Employees Retirement System of Ohio78,798$2.22M0.0%-4.0%0.037%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC669,918$18.91M0.0%+18.2%0.312%
2/17/2025Voloridge Investment Management LLC1,130,129$31.90M0.1%-26.5%0.526%
2/17/2025Sourcerock Group LLC1,025,000$28.94M2.1%+236.8%0.477%
2/17/2025WBI Investments LLC44,747$1.26M0.3%-40.9%0.021%
2/17/2025Squarepoint Ops LLC27,967$790K0.0%-41.1%0.013%
(Data available from 1/1/2016 forward)

UGI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UGI shares?

During the previous two years, 550 institutional investors and hedge funds held shares of UGI. The most heavily invested institutionals were BlackRock Inc. ($835.91M), Aurora Investment Counsel ($802.86M), Vanguard Group Inc. ($798.58M), FMR LLC ($325.47M), State Street Corp ($233.92M), Fuller & Thaler Asset Management Inc. ($200.43M), and Geode Capital Management LLC ($157.20M).Learn more on UGI's institutional investors.

What percentage of UGI stock is owned by institutional investors?

82.34% of UGI stock is owned by institutional investors. Learn more on UGI's institutional investor holdings.

Which institutional investors have been buying UGI stock?

Of the 458 institutional investors that purchased UGI stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($5.52M), FMR LLC ($5.15M), Jupiter Asset Management Ltd. ($2.89M), Federated Hermes Inc. ($2.89M), Mitsubishi UFJ Trust & Banking Corp ($2.51M), Hennessy Advisors Inc. ($2.29M), and Corvex Management LP ($1.96M).

How much institutional buying is happening at UGI?

Institutional investors have bought a total of 72,648,336 shares in the last 24 months. This purchase volume represents approximately $1.90B in transactions.

Which UGI major shareholders have been selling company stock?

Of the 285 institutional investors that sold UGI stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BlackRock Inc. ($4.16M), First Eagle Investment Management LLC ($3.42M), Mitsubishi UFJ Trust & Banking Corp ($1.97M), Deutsche Bank AG ($1.77M), Thompson Siegel & Walmsley LLC ($1.51M), LSV Asset Management ($1.17M), and Jupiter Asset Management Ltd. ($1.15M).

How much institutional selling is happening at UGI?

Institutional investors have sold a total of 39,808,232 shares in the last 24 months. This volume of shares sold represents approximately $1.04B in transactions.



This page (NYSE:UGI) was last updated on 5/1/2025 by MarketBeat.com Staff
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