UGI (UGI) Institutional Ownership $36.42 +0.37 (+1.03%) As of 02:35 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for UGI (NYSE:UGI)CurrentInstitutional OwnershipPercentage82.34%Number ofInstitutional Buyers(last 12 months)349TotalInstitutional Inflows(last 12 months)$1.45BNumber ofInstitutional Sellers(last 12 months)193TotalInstitutional Outflows(last 12 months)$631.23M Get UGI Insider Trade Alerts Want to know when executives and insiders are buying or selling UGI stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data UGI Institutional Buying and Selling by Quarter UGI Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/28/2025 Strs Ohio58,182$1.92M0.0%N/A0.027% 5/27/2025 Jacobi Capital Management LLC47,578$1.57M0.1%+5.0%0.022% 5/22/2025 WBI Investments LLC80,887$2.68M0.7%+80.8%0.038% 5/20/2025 Belpointe Asset Management LLC9,758$323K0.0%+3.8%0.005% 5/20/2025 Focus Partners Wealth22,584$747K0.0%+92.6%0.011% 5/19/2025 Bayforest Capital Ltd17,262$571K0.2%N/A0.008% 5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC785,327$25.97M0.0%+17.2%0.366% 5/16/2025 Empowered Funds LLC30,925$1.02M0.0%-5.0%0.014% 5/16/2025 Coppell Advisory Solutions LLC34,114$1.12M0.1%+1,033.4%0.016% 5/16/2025 Meiji Yasuda Asset Management Co Ltd.452,372$14.96M0.6%-4.7%0.211% Get the Latest News and Ratings for UGI and Related StocksEnter your email address below to receive the latest news and analysts' ratings for UGI and its competitors with MarketBeat's FREE daily newsletter. 5/16/2025 Sciencast Management LP60,251$1.99M0.5%N/A0.028% 5/16/2025 Goldman Sachs Group Inc.930,787$30.78M0.0%+14.3%0.434% 5/16/2025 Dynamic Technology Lab Private Ltd34,750$1.15M0.2%N/A0.016% 5/16/2025 NewEdge Advisors LLC123,063$4.07M0.0%-5.3%0.057% 5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.78,715$2.60M0.0%+9.2%0.037% 5/16/2025 HG Vora Capital Management LLC1,000,000$33.07M3.4%N/A0.466% 5/16/2025 AQR Capital Management LLC1,653,256$54.61M0.1%-31.6%0.770% 5/16/2025 Advisors Asset Management Inc.426,750$14.11M0.3%-13.1%0.199% 5/16/2025 Ancora Advisors LLC505,490$16.72M0.4%+6.3%0.235% 5/15/2025 EP Wealth Advisors LLC17,241$570K0.0%+5.2%0.008% 5/15/2025 Cubist Systematic Strategies LLC401,666$13.28M0.1%+10.4%0.187% 5/15/2025 Royal Bank of Canada91,610$3.03M0.0%-70.1%0.043% 5/15/2025 Energy Income Partners LLC1,554,344$51.40M1.0%+3.1%0.724% 5/15/2025 Quarry LP1,528$51K0.0%N/A0.001% 5/15/2025 Baird Financial Group Inc.24,534$811K0.0%-23.2%0.011% 5/15/2025 The Manufacturers Life Insurance Company 531,445$17.58M0.0%-3.8%0.247% 5/15/2025 State of Wyoming22,041$729K0.1%+120.3%0.010% 5/15/2025 Landscape Capital Management L.L.C.19,152$633K0.1%N/A0.009% 5/15/2025 Lansforsakringar Fondforvaltning AB publ 2,363,363$78.16M0.5%-21.4%1.100% 5/15/2025 Northstar Financial Companies Inc.16,361$541K0.6%+11.3%0.008% 5/15/2025 Callodine Capital Management LP300,000$9.92M1.7%-21.1%0.140% 5/14/2025 Wealth Preservation Advisors LLC2,603$86K0.1%N/A0.001% 5/14/2025 CreativeOne Wealth LLC6,631$219K0.0%N/A0.003% 5/14/2025 Gamco Investors INC. ET AL7,200$238K0.0%N/A0.003% 5/14/2025 Gabelli Funds LLC542,000$17.92M0.1%-4.7%0.252% 5/14/2025 Keeley Teton Advisors LLC108,031$3.57M0.4%+1.1%0.050% 5/14/2025 Caisse DE Depot ET Placement DU Quebec44,000$1.46M0.0%N/A0.020% 5/14/2025 Corebridge Financial Inc.237,271$7.85M0.0%-2.3%0.110% 5/14/2025 Comerica Bank140,319$4.64M0.0%-5.6%0.065% 5/14/2025 MetLife Investment Management LLC119,289$3.95M0.0%-1.4%0.056% Want to front-run Warren Buffett? (Ad)A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time could validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.Click here to get Garrett’s Top Four picks now.5/14/2025 Jump Financial LLC280,744$9.28M0.1%+721.9%0.131% 5/14/2025 Haverford Trust Co7,011$232K0.0%N/A0.003% 5/14/2025 AlphaQuest LLC43,547$1.44M0.2%+1,718.2%0.020% 5/14/2025 RPG Investment Advisory LLC581,432$19.23M1.4%+103.0%0.271% 5/14/2025 Ameriprise Financial Inc.2,644,716$87.47M0.0%+11.8%1.231% 5/14/2025 Bragg Financial Advisors Inc890,840$29.46M1.2%+1.9%0.415% 5/14/2025 Hsbc Holdings PLC377,516$12.47M0.0%-14.6%0.176% 5/14/2025 Fuller & Thaler Asset Management Inc.6,805,953$225.07M0.9%-4.1%3.168% 5/14/2025 Quantbot Technologies LP107,480$3.55M0.1%-46.4%0.050% 5/14/2025 Wellington Management Group LLP637,013$21.07M0.0%+11.0%0.297% 5/14/2025 Cornerstone Select Advisors LLC15,102$499K0.5%+113.0%0.007% 5/13/2025 Northern Trust Corp4,120,082$136.25M0.0%+2.9%1.918% 5/13/2025 Northwest & Ethical Investments L.P.169,459$5.60M0.2%-35.3%0.079% 5/13/2025 Raymond James Financial Inc.284,927$9.42M0.0%+17.9%0.133% 5/13/2025 Cresset Asset Management LLC534,536$17.88M0.1%+8.6%0.249% 5/13/2025 State of New Jersey Common Pension Fund D67,687$2.24M0.0%-21.4%0.032% 5/13/2025 Wealthedge Investment Advisors LLC8,576$284K0.1%-50.3%0.004% 5/13/2025 American Century Companies Inc.161,864$5.35M0.0%+135.5%0.075% 5/13/2025 Ethic Inc.91,077$3.05M0.1%-10.2%0.042% 5/13/2025 Fox Run Management L.L.C.41,594$1.38M0.2%N/A0.019% 5/13/2025 Neuberger Berman Group LLC2,987,818$98.81M0.1%+91.5%1.391% 5/13/2025 Russell Investments Group Ltd.965,397$31.93M0.0%+30.2%0.449% 5/13/2025 HighTower Advisors LLC116,439$3.85M0.0%+4.2%0.054% 5/12/2025 AIA Group Ltd20,677$684K0.0%+14.6%0.010% 5/12/2025 Longfellow Investment Management Co. LLC196,533$6.50M1.6%-50.3%0.091% 5/12/2025 SouthState Corp1,867$62K0.0%N/A0.001% 5/12/2025 Nuveen LLC634,649$20.99M0.0%N/A0.295% 5/12/2025 Aigen Investment Management LP80,010$2.65M0.4%+176.3%0.037% 5/12/2025 Entropy Technologies LP77,321$2.56M0.2%N/A0.036% 5/12/2025 Invesco Ltd.1,365,552$45.16M0.0%-21.1%0.636% 5/12/2025 Atlas Capital Advisors Inc.17,171$568K0.1%+945.7%0.008% 5/12/2025 Measured Wealth Private Client Group LLC20,040$663K0.2%N/A0.009% 5/12/2025 National Bank of Canada FI14,891$492K0.0%N/A0.007% 5/12/2025 Swiss National Bank416,000$13.76M0.0%-1.5%0.194% 5/12/2025 Maryland State Retirement & Pension System10,047$332K0.0%-16.2%0.005% 5/9/2025 Headlands Technologies LLC2,555$84K0.0%N/A0.001% 5/9/2025 Deutsche Bank AG43,328$1.43M0.0%+2.5%0.020% 5/9/2025 Ontario Teachers Pension Plan Board83,936$2.78M0.0%-3.3%0.039% 5/9/2025 Charles Schwab Investment Management Inc.2,510,065$83.01M0.0%-1.8%1.168% 5/9/2025 Vanguard Group Inc.26,812,750$886.70M0.0%-5.2%12.482% 5/9/2025 Wealthspire Advisors LLC17,574$581K0.0%+1.9%0.008% 5/9/2025 Atria Wealth Solutions Inc.17,706$586K0.0%N/A0.008% 5/9/2025 Connable Office Inc.8,883$294K0.0%-11.5%0.004% 5/9/2025 Blair William & Co. IL6,516$215K0.0%N/A0.003% 5/9/2025 PNC Financial Services Group Inc.13,211$437K0.0%-7.4%0.006% 5/9/2025 LSV Asset Management4,037,604$133.52M0.3%+6.6%1.880% 5/8/2025 IFG Advisory LLC17,598$582K0.0%-3.3%0.008% 5/8/2025 Blueshift Asset Management LLC7,955$263K0.1%N/A0.004% 5/8/2025 Commerce Bank19,218$636K0.0%-14.6%0.009% 5/8/2025Jefferies Financial Group Inc.11,428$378K0.0%N/A0.005% Want to front-run Warren Buffett? (Ad)A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time could validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.Click here to get Garrett’s Top Four picks now.5/8/2025 Foster & Motley Inc.116,138$3.84M0.2%+6.7%0.054% 5/8/2025 Natixis Advisors LLC61,024$2.02M0.0%+22.5%0.028% 5/8/2025 Bayforest Capital Ltd17,262$571K0.3%N/A0.008% 5/8/2025 XTX Topco Ltd22,628$748K0.0%-48.7%0.011% 5/8/2025 Harvest Fund Management Co. Ltd57,653$1.78M0.1%+122.5%0.027% 5/8/2025 Federated Hermes Inc.3,892,003$128.71M0.3%-21.6%1.812% 5/7/2025 Meeder Advisory Services Inc.9,047$299K0.0%+7.2%0.004% 5/7/2025 Maridea Wealth Management LLC17,468$578K0.2%N/A0.008% 5/7/2025 Mackenzie Financial Corp36,394$1.20M0.0%-29.2%0.017% 5/7/2025 LPL Financial LLC390,791$12.92M0.0%-2.0%0.182% (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, 556 institutional investors and hedge funds held shares of UGI. The most heavily invested institutionals were Vanguard Group Inc. ($886.70M), BlackRock Inc. ($835.91M), FMR LLC ($325.47M), State Street Corp ($233.92M), Fuller & Thaler Asset Management Inc. ($225.07M), Geode Capital Management LLC ($157.20M), and Snyder Capital Management L P ($144.73M).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 467 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), Neuberger Berman Group LLC ($2.96M), Federated Hermes Inc. ($2.88M), Jupiter Asset Management Ltd. ($2.79M), Mitsubishi UFJ Trust & Banking Corp ($2.47M), and Hennessy Advisors Inc. ($2.29M). How much institutional buying is happening at UGI? Institutional investors have bought a total of 77,031,824 shares in the last 24 months. This purchase volume represents approximately $2.04B in transactions. Which UGI major shareholders have been selling company stock? Of the 290 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), Vanguard Group Inc. ($1.56M), Jupiter Asset Management Ltd. ($1.15M), and AQR Capital Management LLC ($1.14M). How much institutional selling is happening at UGI? Institutional investors have sold a total of 43,926,394 shares in the last 24 months. This volume of shares sold represents approximately $1.17B in transactions. 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