Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free UGI Stock Alerts

Trading of UGI was halted at 11:18 AM EST due to "LULD Pause".

UGI (UGI) Institutional Ownership

UGI logo
$39.29 +4.20 (+11.97%)
As of 01:17 PM Eastern
This is a fair market value price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for UGI (NYSE:UGI)

Current
Institutional Ownership
Percentage
82.34%
Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$230.07M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$93.35M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

UGI Institutional Buying and Selling by Quarter

UGI Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2026Empowered Funds LLC142,213$4.91M0.0%-30.1%0.066%
8/18/2026Public Employees Retirement System of Ohio66,504$2.30M0.0%-1.9%0.031%
8/17/2026 Corient Private Wealth LP32,545$1.12M0.0%-14.3%0.015%
8/17/2026 Corient Private Wealth LP48,472$1.68M0.0%N/A0.023%
8/17/2026 Bank of America Corp DE895,457$30.93M0.0%-71.2%0.417%
8/15/2026 Freestone Grove Partners LP12,361$427K0.0%N/A0.006%
8/15/2026 Gallagher Fiduciary Advisors LLC11,918$412K0.0%N/A0.006%
8/15/2026 Man Group plc292,482$10.10M0.0%N/A0.136%
8/15/2026 Miller Value Partners LLC121,000$4.18M1.0%N/A0.056%
8/15/2026 Jupiter Topco LLC98,107$3.39M0.0%N/A0.046%
8/14/2026 Hsbc Holdings PLC29,451$1.02M0.0%N/A0.014%
8/14/2026 Ancora Advisors LLC327,381$11.31M0.2%N/A0.153%
8/14/2026 Canada Pension Plan Investment Board48,200$1.67M0.0%N/A0.022%
8/14/2026 SIR Capital Management L.P.91,226$3.15M0.4%N/A0.043%
8/14/2026 Legal & General Group Plc359,230$12.41M0.0%N/A0.167%
8/14/2026 The Manufacturers Life Insurance Company 2,115,491$73.07M0.1%N/A0.986%
8/14/2026 Aberdeen Wealth Management LLC1,210$42K0.0%N/A0.001%
8/14/2026 Algert Global LLC148,230$5.12M0.1%+51.4%0.069%
8/13/2026 Sanctuary Advisors LLC268,818$9.29M0.0%N/A0.125%
8/13/2026 PEAK6 LLC44,820$1.55M0.0%N/A0.021%
8/13/2026 Haverford Trust Co6,950$240K0.0%N/A0.003%
8/13/2026 Clear Harbor Asset Management LLC22,797$787K0.0%N/A0.011%
8/13/2026 Bank of Nova Scotia304,423$10.52M0.0%N/A0.142%
8/13/2026 Kendall Capital Management61,578$2.13M0.4%N/A0.029%
8/12/2026 Compass Financial Management LLC8,458$306K0.0%N/A0.004%
8/12/2026 Commerce Bank16,923$585K0.0%N/A0.008%
8/12/2026 Northwestern Mutual Wealth Management Co.1,521$53K0.0%N/A0.001%
8/12/2026 CFO4Life Group LLC6,861$237K0.0%N/A0.003%
8/12/2026 Quantbot Technologies LP39,875$1.38M0.1%N/A0.019%
8/12/2026 Evolve Private Wealth LLC96,040$3.35M0.2%N/A0.045%
8/12/2026 Landscape Capital Management L.L.C.56,416$1.95M0.1%N/A0.026%
8/12/2026 EP Wealth Advisors LLC18,342$634K0.0%N/A0.009%
8/12/2026 Ieq Capital LLC29,820$1.03M0.0%N/A0.014%
8/11/2026 Allworth Financial LP6,431$222K0.0%N/A0.003%
8/11/2026 Vise Technologies Inc.14,942$516K0.0%N/A0.007%
8/11/2026 MSH Capital Advisors LLC56,788$1.96M0.3%N/A0.026%
8/11/2026 Quartz Partners LLC5,865$203K0.1%N/A0.003%
8/11/2026 Live Oak Investment Partners20,870$721K0.4%N/A0.010%
8/10/2026 Csenge Advisory Group29,349$1.01M0.0%N/A0.014%
8/10/2026 NewEdge Wealth LLC102,396$3.54M0.0%N/A0.048%
Why acquisitions are reshaping the gold mining sector right now (Ad)

Gold major acquisitions have repriced junior miners overnight, with past deals delivering gains from 40% to 1,228.6% for shareholders of companies like G2 Goldfields, Loncor Gold, and Rupert Resources. Analyst Garrett Goggin, CFA, CMT, tracks which small miners hold the grade, cash flow, and assets that attract buyout interest from major producers. One quarter of his tracked portfolio has already been acquired as the gold bull market's M and A phase accelerates.tc pixel

See Garrett Goggin's top three potential gold buyout targets now
8/10/2026 Great Lakes Advisors LLC17,215$595K0.0%N/A0.008%
8/10/2026 Diversify Advisory Services LLC9,840$363K0.0%N/A0.005%
8/8/2026 Oxbow Advisors LLC342,559$11.83M1.0%+4.7%0.160%
8/8/2026 Foster & Motley Inc.184,287$6.37M0.3%+2.2%0.086%
8/8/2026 RHS Financial LLC8,722$301K0.1%-23.6%0.004%
8/8/2026 Energy Income Partners LLC1,302,403$44.99M0.7%+1.5%0.607%
8/7/2026 Citizens Financial Group Inc. RI6,939$242K0.0%N/A0.003%
8/7/2026 Pallas Capital Advisors LLC10,043$347K0.0%N/A0.005%
8/7/2026 Deutsche Bank AG56,009$1.94M0.0%-3.0%0.026%
8/7/2026 Perigon Wealth Management LLC8,299$287K0.0%+19.4%0.004%
8/7/2026 Persistent Asset Partners Ltd2,065$71K0.0%N/A0.001%
8/7/2026 Chase Investment Counsel Corp29,656$1.02M0.2%+3.5%0.014%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor1,109,276$38.31M0.3%-7.9%0.517%
8/6/2026 Global Retirement Partners LLC9,211$318K0.0%N/A0.004%
8/6/2026 Focus Partners Advisor Solutions LLC8,686$300K0.0%N/A0.004%
8/6/2026 State of Wyoming2,058$71K0.0%N/A0.001%
8/6/2026 GSA Capital Partners LLP17,757$613K0.0%-60.8%0.008%
8/6/2026 Russell Investments Group Ltd.1,335,508$46.13M0.0%+75.7%0.623%
7/2/2026 Versant Capital Management Inc1,268$44K0.0%+45.6%0.001%
6/3/2026 Parallel Advisors LLC6,011$219K0.0%+20.4%0.003%
5/19/2026 Arkadios Wealth Advisors7,731$282K0.0%N/A0.004%
5/18/2026 EverSource Wealth Advisors LLC12,434$453K0.0%+26.3%0.006%
5/15/2026 Entropy Technologies LP6,839$249K0.0%-90.5%0.003%
5/7/2026 Parallel Advisors LLC6,011$219K0.0%+20.4%0.003%
5/4/2026 Applied Finance Capital Management LLC37,506$1.37M0.1%-2.9%0.017%
4/21/2026 Wesbanco Bank Inc.17,689$644K0.0%+127.1%0.008%
4/21/2026 Foster & Motley Inc.180,398$6.57M0.3%+9.2%0.084%
4/20/2026 Fifth Third Wealth Advisors LLC7,733$282K0.0%+4.1%0.004%
4/16/2026 SG Americas Securities LLC131,938$4.81M0.0%-42.0%0.061%
2/18/2026 State of Tennessee Department of Treasury96,084$3.85M0.0%-4.1%0.045%
2/18/2026 Tudor Investment Corp ET AL6,183$231K0.0%-93.5%0.003%
2/17/2026 Captrust Financial Advisors3,191,444$119.46M0.2%+11.4%1.487%
2/16/2026 Entropy Technologies LP72,352$2.71M0.1%N/A0.034%
2/12/2026 Colonial Trust Co SC2,000$75K0.0%N/A0.001%
2/11/2026 Pinebridge Investments LLC46,712$1.75M0.0%N/A0.022%
2/11/2026 Parallel Advisors LLC4,992$187K0.0%+17.0%0.002%
2/10/2026 Waterloo Capital L.P.75,375$2.82M0.2%+2.0%0.035%
2/9/2026 Steel Grove Capital Advisors LLC45,309$1.70M0.2%N/A0.021%
2/6/2026 EverSource Wealth Advisors LLC9,842$368K0.0%+4.9%0.005%
2/6/2026 Cullen Frost Bankers Inc.10,834$406K0.0%+356.6%0.005%
2/5/2026 Applied Finance Capital Management LLC38,617$1.45M0.1%+27.6%0.018%
2/3/2026 Wesbanco Bank Inc.7,789$292K0.0%-26.4%0.004%
2/2/2026 Horizon Investments LLC2,472$93K0.0%N/A0.001%
1/30/2026 Torren Management LLC1,743$65K0.0%N/A0.001%
1/26/2026 Whittier Trust Co. of Nevada Inc.3,559$133K0.0%+7.7%0.002%
1/23/2026 Farther Finance Advisors LLC12,110$453K0.0%+43.2%0.006%
1/15/2026 Burns Matteson Capital Management LLC16,029$600K0.2%N/A0.007%
1/15/2026 Foster & Motley Inc.165,187$6.18M0.3%+13.9%0.077%
1/15/2026 Spirit of America Management Corp NY8,000$299K0.1%-20.0%0.004%
1/9/2026 SG Americas Securities LLC227,467$8.51M0.0%+8.9%0.106%
Why acquisitions are reshaping the gold mining sector right now (Ad)

Gold major acquisitions have repriced junior miners overnight, with past deals delivering gains from 40% to 1,228.6% for shareholders of companies like G2 Goldfields, Loncor Gold, and Rupert Resources. Analyst Garrett Goggin, CFA, CMT, tracks which small miners hold the grade, cash flow, and assets that attract buyout interest from major producers. One quarter of his tracked portfolio has already been acquired as the gold bull market's M and A phase accelerates.tc pixel

See Garrett Goggin's top three potential gold buyout targets now
1/1/2026 Tudor Investment Corp ET AL95,545$3.18M0.0%+234.1%0.044%
12/9/2025 Tudor Investment Corp ET AL95,545$3.18M0.0%+234.1%0.045%
11/19/2025 Captrust Financial Advisors2,863,933$95.25M0.2%+11.2%1.333%
11/12/2025 Bare Financial Services Inc1,345$45K0.0%+103.8%0.001%
11/6/2025 Rhumbline Advisers571,163$19.00M0.0%-1.9%0.266%
11/5/2025 Waterloo Capital L.P.73,924$2.46M0.2%-6.8%0.034%
11/4/2025 Jones Financial Companies Lllp16,638$553K0.0%+133.3%0.008%
10/27/2025 Quent Capital LLC4,901$163K0.0%N/A0.002%
10/23/2025 Foster & Motley Inc.145,008$4.82M0.3%+10.6%0.067%
10/23/2025 SG Americas Securities LLC208,815$6.95M0.0%+26.7%0.097%


UGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 453 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.

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

Of the 364 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: FMR LLC ($4.90M), Norges Bank ($3.65M), Captrust Financial Advisors ($3.19M), Neuberger Berman Group LLC ($2.96M), Hennessy Advisors Inc. ($2.27M), The Manufacturers Life Insurance Company ($2.12M), and Corvex Management LP ($1.96M).

Institutional investors have bought a total of 6,622,746 shares in the last 24 months. This purchase volume represents approximately $230.07M in transactions.

Of the 20 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: Bank of America Corp DE ($2.21M), Diamond Hill Capital Management LLC Investment Advisor ($95.64K), SG Americas Securities LLC ($95.53K), Tudor Investment Corp ET AL ($89.36K), Entropy Technologies LP ($65.51K), Empowered Funds LLC ($61.10K), and GSA Capital Partners LLP ($27.59K).

Institutional investors have sold a total of 2,683,568 shares in the last 24 months. This volume of shares sold represents approximately $93.35M in transactions.


Related Companies

Institutional ownership data for NYSE:UGI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/18/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Someone just dumped the biggest gold fund.
Investors pulled 2.9 billion dollars from the world's largest gold fund in a single day this March, pushing to...
Behind the Markets | Sponsoredtc pixel
Elon's Terrifying Warning: America Is "1,000% Going Bankrupt"
The national debt just crossed $39 trillion, and Elon Musk - former head of the Department of Government Effic...
American Hartford Gold | Sponsoredtc pixel
SMX Could Turn Proof Technology into Major Profit!
SMX (Security Matters) PLC embeds invisible molecular markers into materials like plastics, metals, fuels, and...
Smallcaps Daily | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Your 10X AI demo is starting…
Keith Kaplan, the AI expert behind tools used by more than 100000 investors, built his models with an investme...
TradeSmith | Sponsoredtc pixel