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UGI (UGI) Institutional Ownership

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$35.62 +0.03 (+0.07%)
As of 09:43 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)
33
Total
Institutional Inflows
(last 12 months)
$196.32M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$12.20M
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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
7/2/2026 Versant Capital Management Inc1,268$44K0.0%+45.6%0.001%
6/3/2026Parallel Advisors LLC6,011$219K0.0%+20.4%0.003%
5/19/2026Arkadios Wealth Advisors7,731$282K0.0%N/A0.004%
5/18/2026EverSource Wealth Advisors LLC12,434$453K0.0%+26.3%0.006%
5/15/2026Entropy Technologies LP6,839$249K0.0%-90.5%0.003%
5/7/2026Parallel Advisors LLC6,011$219K0.0%+20.4%0.003%
5/4/2026Applied Finance Capital Management LLC37,506$1.37M0.1%-2.9%0.017%
4/21/2026Wesbanco Bank Inc.17,689$644K0.0%+127.1%0.008%
4/21/2026Foster & Motley Inc.180,398$6.57M0.3%+9.2%0.084%
4/20/2026Fifth Third Wealth Advisors LLC7,733$282K0.0%+4.1%0.004%
4/16/2026SG Americas Securities LLC131,938$4.81M0.0%-42.0%0.061%
2/18/2026State of Tennessee Department of Treasury96,084$3.85M0.0%-4.1%0.045%
2/18/2026Tudor Investment Corp ET AL6,183$231K0.0%-93.5%0.003%
2/17/2026Captrust Financial Advisors3,191,444$119.46M0.2%+11.4%1.487%
2/16/2026Entropy Technologies LP72,352$2.71M0.1%N/A0.034%
2/12/2026Colonial Trust Co SC2,000$75K0.0%N/A0.001%
2/11/2026Pinebridge Investments LLC46,712$1.75M0.0%N/A0.022%
2/11/2026Parallel Advisors LLC4,992$187K0.0%+17.0%0.002%
2/10/2026Waterloo Capital L.P.75,375$2.82M0.2%+2.0%0.035%
2/9/2026Steel Grove Capital Advisors LLC45,309$1.70M0.2%N/A0.021%
2/6/2026EverSource Wealth Advisors LLC9,842$368K0.0%+4.9%0.005%
2/6/2026Cullen Frost Bankers Inc.10,834$406K0.0%+356.6%0.005%
2/5/2026Applied Finance Capital Management LLC38,617$1.45M0.1%+27.6%0.018%
2/3/2026Wesbanco Bank Inc.7,789$292K0.0%-26.4%0.004%
2/2/2026Horizon Investments LLC2,472$93K0.0%N/A0.001%
1/30/2026Torren Management LLC1,743$65K0.0%N/A0.001%
1/26/2026Whittier Trust Co. of Nevada Inc.3,559$133K0.0%+7.7%0.002%
1/23/2026Farther Finance Advisors LLC12,110$453K0.0%+43.2%0.006%
1/15/2026Burns Matteson Capital Management LLC16,029$600K0.2%N/A0.007%
1/15/2026Foster & Motley Inc.165,187$6.18M0.3%+13.9%0.077%
1/15/2026Spirit of America Management Corp NY8,000$299K0.1%-20.0%0.004%
1/9/2026SG Americas Securities LLC227,467$8.51M0.0%+8.9%0.106%
1/1/2026Tudor Investment Corp ET AL95,545$3.18M0.0%+234.1%0.044%
12/9/2025Tudor Investment Corp ET AL95,545$3.18M0.0%+234.1%0.045%
11/19/2025Captrust Financial Advisors2,863,933$95.25M0.2%+11.2%1.333%
11/12/2025Bare Financial Services Inc1,345$45K0.0%+103.8%0.001%
11/6/2025Rhumbline Advisers571,163$19.00M0.0%-1.9%0.266%
11/5/2025Waterloo Capital L.P.73,924$2.46M0.2%-6.8%0.034%
11/4/2025Jones Financial Companies Lllp16,638$553K0.0%+133.3%0.008%
10/27/2025Quent Capital LLC4,901$163K0.0%N/A0.002%
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10/23/2025Foster & Motley Inc.145,008$4.82M0.3%+10.6%0.067%
10/23/2025SG Americas Securities LLC208,815$6.95M0.0%+26.7%0.097%
10/22/2025 CoreCap Advisors LLC3,348$111K0.0%+2,455.7%0.002%
10/14/2025Farther Finance Advisors LLC8,458$281K0.0%-4.5%0.004%
10/10/2025Sound Income Strategies LLC2,833$90K0.0%-10.0%0.001%
10/9/2025AdvisorNet Financial Inc1,895$63K0.0%-41.1%0.001%
10/9/2025Princeton Global Asset Management LLC1,000$33K0.0%N/A0.000%
10/2/2025 GAMMA Investing LLC9,178$305K0.0%+7.8%0.004%
8/15/2025State of Tennessee Department of Treasury100,199$3.65M0.0%-18.0%0.047%
8/15/2025Captrust Financial Advisors2,576,169$93.82M0.2%+34,940.4%1.199%
8/13/2025Baird Financial Group Inc.28,359$1.03M0.0%+15.6%0.013%
8/13/2025EverSource Wealth Advisors LLC9,544$348K0.0%+4.2%0.004%
8/12/2025Waterloo Capital L.P.79,302$2.89M0.2%+30.4%0.037%
8/12/2025Rhumbline Advisers582,013$21.20M0.0%-4.1%0.271%
8/8/2025SG Americas Securities LLC164,791$6.00M0.0%+385.0%0.077%
8/8/2025Mitsubishi UFJ Trust & Banking Corp2,470,299$89.97M0.2%+170.3%1.152%
8/4/2025Amalgamated Bank98,812$3.60M0.0%+0.3%0.046%
7/30/2025Cullen Frost Bankers Inc.2,373$86K0.0%N/A0.001%
7/29/2025Foster & Motley Inc.131,116$4.78M0.3%+12.9%0.061%
7/29/2025Applied Finance Capital Management LLC30,424$1.11M0.1%-16.3%0.014%
7/28/2025Corundum Trust Company INC9,773$356K0.9%-14.1%0.005%
7/25/2025Fifth Third Wealth Advisors LLC7,414$270K0.0%+6.8%0.003%
7/16/2025ST Germain D J Co. Inc.3,600$131K0.0%N/A0.002%
7/14/2025AdvisorNet Financial Inc3,215$117K0.0%+2,246.7%0.001%
7/11/2025Farther Finance Advisors LLC8,853$322K0.0%-8.4%0.004%
7/7/2025Wesbanco 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

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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%


UGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 446 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), Jupiter Asset Management Ltd. ($2.33M), Hennessy Advisors Inc. ($2.29M), and Corvex Management LP ($1.96M).

Institutional investors have bought a total of 5,417,410 shares in the last 24 months. This purchase volume represents approximately $196.32M in transactions.

Of the 13 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: SG Americas Securities LLC ($95.53K), Tudor Investment Corp ET AL ($89.36K), Entropy Technologies LP ($65.51K), Rhumbline Advisers ($35.65K), State of Tennessee Department of Treasury ($26.16K), Applied Finance Capital Management LLC ($7.05K), and Waterloo Capital L.P. ($5.38K).

Institutional investors have sold a total of 333,882 shares in the last 24 months. This volume of shares sold represents approximately $12.20M in transactions.


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This page (NYSE:UGI) was last updated on 7/9/2026 by MarketBeat.com Staff.
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