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UGI (UGI) Institutional Ownership

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$35.52 -0.51 (-1.42%)
As of 02:45 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)
346
Total
Institutional Inflows
(last 12 months)
$1.47B
Number of
Institutional Sellers
(last 12 months)
194
Total
Institutional Outflows
(last 12 months)
$632.48M
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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
5/20/2025Belpointe 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%
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%
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%
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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%
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%
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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%
5/7/2025 Inspire Advisors LLC96,348$3.19M0.4%+8.6%0.045%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 86,720$2.87M0.0%+41.5%0.040%
5/7/2025 Applied Finance Capital Management LLC36,359$1.20M0.1%-10.4%0.017%
(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), Aurora Investment Counsel ($802.86M), FMR LLC ($325.47M), State Street Corp ($233.92M), Fuller & Thaler Asset Management Inc. ($225.07M), 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 466 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 76,935,251 shares in the last 24 months. This purchase volume represents approximately $2.03B in transactions.

Which UGI major shareholders have been selling company stock?

Of the 291 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 44,144,623 shares in the last 24 months. This volume of shares sold represents approximately $1.18B in transactions.



This page (NYSE:UGI) was last updated on 5/21/2025 by MarketBeat.com Staff
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