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UGI (UGI) Institutional Ownership

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$34.10 -0.66 (-1.90%)
Closing price 03:59 PM Eastern
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$34.07 -0.03 (-0.09%)
As of 07:43 PM 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)
323
Total
Institutional Inflows
(last 12 months)
$1.38B
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$527.22M
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UGI Institutional Buying and Selling by Quarter

UGI Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 State of Tennessee Department of Treasury100,199$3.65M0.0%-18.0%0.047%
8/15/2025 Captrust Financial Advisors2,576,169$93.82M0.2%+34,940.4%1.199%
8/13/2025 Baird Financial Group Inc.28,359$1.03M0.0%+15.6%0.013%
8/13/2025 EverSource Wealth Advisors LLC9,544$348K0.0%+4.2%0.004%
8/12/2025 Waterloo Capital L.P.79,302$2.89M0.2%+30.4%0.037%
8/12/2025 Rhumbline Advisers582,013$21.20M0.0%-4.1%0.271%
8/8/2025 SG Americas Securities LLC164,791$6.00M0.0%+385.0%0.077%
8/8/2025 Mitsubishi UFJ Trust & Banking Corp2,470,299$89.97M0.2%+170.3%1.152%
8/4/2025 Amalgamated Bank98,812$3.60M0.0%+0.3%0.046%
7/30/2025 Cullen Frost Bankers Inc.2,373$86K0.0%N/A0.001%
7/29/2025 Foster & Motley Inc.131,116$4.78M0.3%+12.9%0.061%
7/29/2025 Applied Finance Capital Management LLC30,424$1.11M0.1%-16.3%0.014%
7/28/2025 Corundum Trust Company INC9,773$356K0.9%-14.1%0.005%
7/25/2025 Fifth Third Wealth Advisors LLC7,414$270K0.0%+6.8%0.003%
7/16/2025 ST Germain D J Co. Inc.3,600$131K0.0%N/A0.002%
7/14/2025 AdvisorNet Financial Inc3,215$117K0.0%+2,246.7%0.001%
7/11/2025 Farther Finance Advisors LLC8,853$322K0.0%-8.4%0.004%
7/7/2025 Wesbanco Bank Inc.10,789$393K0.0%+58.9%0.005%
5/28/2025Strs Ohio58,182$1.92M0.0%N/A0.027%
5/27/2025Jacobi Capital Management LLC47,578$1.57M0.1%+5.0%0.022%
5/22/2025WBI Investments LLC80,887$2.68M0.7%+80.8%0.038%
5/20/2025Belpointe Asset Management LLC9,758$323K0.0%+3.8%0.005%
5/20/2025Focus Partners Wealth22,584$747K0.0%+92.6%0.011%
5/19/2025Bayforest Capital Ltd17,262$571K0.2%N/A0.008%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC785,327$25.97M0.0%+17.2%0.366%
5/16/2025Empowered Funds LLC30,925$1.02M0.0%-5.0%0.014%
5/16/2025Coppell Advisory Solutions LLC34,114$1.12M0.1%+1,033.4%0.016%
5/16/2025Meiji Yasuda Asset Management Co Ltd.452,372$14.96M0.6%-4.7%0.211%
5/16/2025Sciencast Management LP60,251$1.99M0.5%N/A0.028%
5/16/2025Goldman Sachs Group Inc.930,787$30.78M0.0%+14.3%0.434%
5/16/2025Dynamic Technology Lab Private Ltd34,750$1.15M0.2%N/A0.016%
5/16/2025NewEdge Advisors LLC123,063$4.07M0.0%-5.3%0.057%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.78,715$2.60M0.0%+9.2%0.037%
5/16/2025HG Vora Capital Management LLC1,000,000$33.07M3.4%N/A0.466%
5/16/2025AQR Capital Management LLC1,653,256$54.61M0.1%-31.6%0.770%
5/16/2025Advisors Asset Management Inc.426,750$14.11M0.3%-13.1%0.199%
5/16/2025Ancora Advisors LLC505,490$16.72M0.4%+6.3%0.235%
5/15/2025EP Wealth Advisors LLC17,241$570K0.0%+5.2%0.008%
5/15/2025Cubist Systematic Strategies LLC401,666$13.28M0.1%+10.4%0.187%
5/15/2025Royal Bank of Canada91,610$3.03M0.0%-70.1%0.043%
5/15/2025Energy Income Partners LLC1,554,344$51.40M1.0%+3.1%0.724%
5/15/2025Quarry LP1,528$51K0.0%N/A0.001%
5/15/2025Baird Financial Group Inc.24,534$811K0.0%-23.2%0.011%
5/15/2025The Manufacturers Life Insurance Company531,445$17.58M0.0%-3.8%0.247%
5/15/2025State of Wyoming22,041$729K0.1%+120.3%0.010%
5/15/2025Landscape Capital Management L.L.C.19,152$633K0.1%N/A0.009%
5/15/2025Lansforsakringar Fondforvaltning AB publ2,363,363$78.16M0.5%-21.4%1.100%
5/15/2025Northstar Financial Companies Inc.16,361$541K0.6%+11.3%0.008%
5/15/2025Callodine Capital Management LP300,000$9.92M1.7%-21.1%0.140%
5/14/2025Wealth Preservation Advisors LLC2,603$86K0.1%N/A0.001%
5/14/2025CreativeOne Wealth LLC6,631$219K0.0%N/A0.003%
5/14/2025Gamco Investors INC. ET AL7,200$238K0.0%N/A0.003%
5/14/2025Gabelli Funds LLC542,000$17.92M0.1%-4.7%0.252%
5/14/2025Keeley Teton Advisors LLC108,031$3.57M0.4%+1.1%0.050%
5/14/2025Caisse DE Depot ET Placement DU Quebec44,000$1.46M0.0%N/A0.020%
5/14/2025Corebridge Financial Inc.237,271$7.85M0.0%-2.3%0.110%
5/14/2025Comerica Bank140,319$4.64M0.0%-5.6%0.065%
5/14/2025MetLife Investment Management LLC119,289$3.95M0.0%-1.4%0.056%
5/14/2025Jump Financial LLC280,744$9.28M0.1%+721.9%0.131%
5/14/2025Haverford Trust Co7,011$232K0.0%N/A0.003%
5/14/2025AlphaQuest LLC43,547$1.44M0.2%+1,718.2%0.020%
5/14/2025RPG Investment Advisory LLC581,432$19.23M1.4%+103.0%0.271%
5/14/2025Ameriprise Financial Inc.2,644,716$87.47M0.0%+11.8%1.231%
5/14/2025Bragg Financial Advisors Inc890,840$29.46M1.2%+1.9%0.415%
5/14/2025Hsbc Holdings PLC377,516$12.47M0.0%-14.6%0.176%
5/14/2025Fuller & Thaler Asset Management Inc.6,805,953$225.07M0.9%-4.1%3.168%
5/14/2025Quantbot Technologies LP107,480$3.55M0.1%-46.4%0.050%
5/14/2025Wellington Management Group LLP637,013$21.07M0.0%+11.0%0.297%
5/14/2025Cornerstone Select Advisors LLC15,102$499K0.5%+113.0%0.007%
5/13/2025Northern Trust Corp4,120,082$136.25M0.0%+2.9%1.918%
5/13/2025Northwest & Ethical Investments L.P.169,459$5.60M0.2%-35.3%0.079%
5/13/2025Raymond James Financial Inc.284,927$9.42M0.0%+17.9%0.133%
5/13/2025Cresset Asset Management LLC534,536$17.88M0.1%+8.6%0.249%
5/13/2025State of New Jersey Common Pension Fund D67,687$2.24M0.0%-21.4%0.032%
5/13/2025Wealthedge Investment Advisors LLC8,576$284K0.1%-50.3%0.004%
5/13/2025American Century Companies Inc.161,864$5.35M0.0%+135.5%0.075%
5/13/2025Ethic Inc.91,077$3.05M0.1%-10.2%0.042%
5/13/2025Fox Run Management L.L.C.41,594$1.38M0.2%N/A0.019%
5/13/2025Neuberger Berman Group LLC2,987,818$98.81M0.1%+91.5%1.391%
5/13/2025Russell Investments Group Ltd.965,397$31.93M0.0%+30.2%0.449%
5/13/2025HighTower Advisors LLC116,439$3.85M0.0%+4.2%0.054%
5/12/2025AIA Group Ltd20,677$684K0.0%+14.6%0.010%
5/12/2025Longfellow Investment Management Co. LLC196,533$6.50M1.6%-50.3%0.091%
5/12/2025SouthState Corp1,867$62K0.0%N/A0.001%
5/12/2025Nuveen LLC634,649$20.99M0.0%N/A0.295%
5/12/2025Aigen Investment Management LP80,010$2.65M0.4%+176.3%0.037%
5/12/2025Entropy Technologies LP77,321$2.56M0.2%N/A0.036%
5/12/2025Invesco Ltd.1,365,552$45.16M0.0%-21.1%0.636%
5/12/2025Atlas Capital Advisors Inc.17,171$568K0.1%+945.7%0.008%
5/12/2025Measured Wealth Private Client Group LLC20,040$663K0.2%N/A0.009%
5/12/2025National Bank of Canada FI14,891$492K0.0%N/A0.007%
5/12/2025Swiss National Bank416,000$13.76M0.0%-1.5%0.194%
5/12/2025Maryland State Retirement & Pension System10,047$332K0.0%-16.2%0.005%
5/9/2025Headlands Technologies LLC2,555$84K0.0%N/A0.001%
5/9/2025Deutsche Bank AG43,328$1.43M0.0%+2.5%0.020%
5/9/2025Ontario Teachers Pension Plan Board83,936$2.78M0.0%-3.3%0.039%
5/9/2025Charles Schwab Investment Management Inc.2,510,065$83.01M0.0%-1.8%1.168%
5/9/2025Vanguard Group Inc.26,812,750$886.70M0.0%-5.2%12.482%
5/9/2025Wealthspire Advisors LLC17,574$581K0.0%+1.9%0.008%
5/9/2025Atria Wealth Solutions Inc.17,706$586K0.0%N/A0.008%
(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, 512 institutional investors and hedge funds held shares of UGI. The most heavily invested institutionals were Vanguard Group Inc. ($886.70M), FMR LLC ($325.47M), State Street Corp ($233.92M), Fuller & Thaler Asset Management Inc. ($225.07M), Geode Capital Management LLC ($157.20M), Snyder Capital Management L P ($144.73M), and Northern Trust Corp ($136.25M).Learn more on UGI's institutional investors.

What percentage of UGI's stock is owned by institutional investors?

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

Which institutional investors have been buying UGI's stock?

Of the 435 institutional investors that purchased UGI's 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), Mitsubishi UFJ Trust & Banking Corp ($4.03M), Neuberger Berman Group LLC ($2.96M), Federated Hermes Inc. ($2.88M), Jupiter Asset Management Ltd. ($2.79M), and Captrust Financial Advisors ($2.57M).

How much institutional buying is happening at UGI?

Institutional investors have bought a total of 47,093,990 shares in the last 24 months. This purchase volume represents approximately $1.38B in transactions.

Which of UGI's major shareholders have been selling company stock?

Of the 180 institutional investors that sold UGI's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mitsubishi UFJ Trust & Banking Corp ($1.97M), Vanguard Group Inc. ($1.54M), AQR Capital Management LLC ($1.14M), Federated Hermes Inc. ($1.07M), Bank of America Corp DE ($954.61K), Invesco Ltd. ($742.89K), and DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($693.21K).

How much institutional selling is happening at UGI?

Institutional investors have sold a total of 17,650,375 shares in the last 24 months. This volume of shares sold represents approximately $527.22M in transactions.


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This page (NYSE:UGI) was last updated on 9/15/2025 by MarketBeat.com Staff
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