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QQQ   423.41
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UGI (UGI) Institutional Ownership

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$23.79
+0.09 (+0.38%)
(As of 04/18/2024 ET)
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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)
308
Total
Institutional Inflows
(last 12 months)
$835.22M
Number of
Institutional Sellers
(last 12 months)
233
Total
Institutional Outflows
(last 12 months)
$784.78M
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Skip Chart & View Institutional Buying and Selling Data

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
4/18/2024State of Michigan Retirement System51,458$1.26M0.0%+2.4%0.025%
4/18/2024Allspring Global Investments Holdings LLC6,369$156K0.0%-82.6%0.003%
4/18/2024Oak Thistle LLC27,086$665K0.6%N/A0.013%
4/16/2024Occidental Asset Management LLC62,999$1.55M0.3%+8.0%0.030%
4/16/2024Hennessy Advisors Inc.90,952$2.23M0.1%-7.0%0.043%
4/16/2024Wealth Enhancement Advisory Services LLC22,844$561K0.0%+25.2%0.011%
4/12/2024 Global Assets Advisory LLC14,910$366K0.0%N/A0.007%
4/11/2024 &PARTNERS15,899$390K0.1%N/A0.008%
4/10/2024 American National Bank1,099$27K0.0%N/A0.001%
4/10/2024 Fulton Bank N.A.14,425$354K0.0%-20.6%0.007%
4/9/2024 Stolper Co78,764$1.93M0.7%+0.5%0.038%
4/9/2024 Alaska Permanent Fund Corp100,016$2.45M0.0%+17.7%0.048%
4/9/2024 Massmutual Trust Co. FSB ADV2,062$51K0.0%-43.7%0.001%
4/5/2024 GAMMA Investing LLC2,115$52K0.0%+62.8%0.001%
3/25/2024Quadrature Capital Ltd53,152$1.31M0.0%-27.0%0.025%
3/22/2024PNC Financial Services Group Inc.42,836$1.05M0.0%+17.0%0.020%
3/11/2024Vanguard Group Inc.26,897,100$661.67M0.0%+2.4%12.836%
3/5/2024Wellington Management Group LLP300,330$7.39M0.0%N/A0.143%
3/1/2024Transcendent Capital Group LLC1,567$39K0.0%N/A0.001%
3/1/2024Goldman Sachs Group Inc.328,845$8.09M0.0%-50.9%0.157%
2/28/2024American International Group Inc.282,954$6.96M0.0%-4.1%0.135%
2/26/2024Neo Ivy Capital Management1,623$40K0.1%N/A0.001%
2/21/2024V Square Quantitative Management LLC10,929$269K0.1%N/A0.005%
2/16/2024Price T Rowe Associates Inc. MD112,540$2.77M0.0%+11.2%0.054%
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,146,797$28.21M0.0%+5.6%0.547%
2/16/2024GSA Capital Partners LLP14,046$346K0.0%+12.3%0.007%
2/16/2024Public Employees Retirement System of Ohio87,495$2.15M0.0%+2.8%0.042%
2/15/2024Mercer Global Advisors Inc. ADV16,744$412K0.0%+15.8%0.008%
2/15/2024NFJ Investment Group LLC1,870,994$46.03M1.3%-4.1%0.893%
2/15/2024Legal & General Group Plc589,578$14.50M0.0%-3.4%0.281%
2/15/2024Barclays PLC356,544$8.77M0.0%+48.2%0.170%
2/15/2024Vanguard Group Inc.26,897,100$661.67M0.0%+2.4%12.836%
2/15/2024Voya Investment Management LLC243,301$5.99M0.0%-26.6%0.116%
2/15/2024Numerai GP LLC47,534$1.17M0.4%+147.2%0.023%
2/15/2024Nuveen Asset Management LLC892,233$21.95M0.0%-0.8%0.426%
2/15/2024Occudo Quantitative Strategies LP19,467$479K0.1%N/A0.009%
2/15/2024Price T Rowe Associates Inc. MD112,540$2.77M0.0%+11.2%0.054%
2/15/2024Baird Financial Group Inc.42,678$1.05M0.0%+17.1%0.020%
2/15/2024Bragg Financial Advisors Inc652,439$16.05M0.8%+10.0%0.311%
2/15/2024Brevan Howard Capital Management LP23,399$576K0.0%N/A0.011%
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2/15/2024Bridgefront Capital LLC9,332$230K0.2%N/A0.004%
2/15/2024Clear Street Markets LLC4,500$111K0.0%-10.0%0.002%
2/15/2024Comerica Bank128,451$3.16M0.0%-28.3%0.061%
2/14/2024Royal Bank of Canada88,530$2.18M0.0%+2.4%0.042%
2/14/2024Pathstone Holdings LLC23,992$590K0.0%N/A0.011%
2/14/2024Point72 Asset Management L.P.468,578$11.53M0.0%-16.6%0.224%
2/14/2024Point72 Europe London LLP49,866$1.23M0.2%N/A0.024%
2/14/2024Creative Planning34,651$852K0.0%-12.7%0.017%
2/14/2024Nebula Research & Development LLC25,074$617K0.2%N/A0.012%
2/14/2024Putnam Investments LLC10,665$262K0.0%N/A0.005%
2/14/2024Jacobi Capital Management LLC32,358$796K0.1%-2.1%0.015%
2/14/2024Ethic Inc.74,432$1.83M0.1%-3.7%0.036%
2/14/2024Balyasny Asset Management L.P.18,580$457K0.0%+9.6%0.009%
2/14/2024Neuberger Berman Group LLC17,659$434K0.0%-23.8%0.008%
2/14/2024Cresset Asset Management LLC45,119$1.13M0.0%-72.3%0.022%
2/14/2024State of Tennessee Treasury Department28,297$696K0.0%N/A0.014%
2/14/2024Verition Fund Management LLC18,863$464K0.0%-60.6%0.009%
2/14/2024Sei Investments Co.181,016$4.45M0.0%-25.8%0.086%
2/14/2024Shell Asset Management Co.25,731$633K0.0%-20.5%0.012%
2/14/2024Quadrature Capital Ltd53,152$1.31M0.0%-27.0%0.025%
2/14/2024Seven Eight Capital LP32,423$798K0.1%N/A0.015%
2/13/2024Weaver C. Barksdale & Associates Inc.38,878$956K0.9%-20.3%0.019%
2/13/2024Envestnet Asset Management Inc.146,289$3.60M0.0%+4.5%0.070%
2/13/2024Northern Trust Corp2,969,786$73.06M0.0%+26.3%1.417%
2/13/2024American International Group Inc.282,954$6.96M0.0%-4.1%0.135%
2/13/2024Keeley Teton Advisors LLC76,292$1.88M0.2%+32.2%0.036%
2/13/2024Gabelli Funds LLC520,100$12.79M0.1%+0.5%0.248%
2/13/2024Public Employees Retirement Association of Colorado23,253$572K0.0%-30.7%0.011%
2/13/2024Cetera Advisor Networks LLC18,932$466K0.0%-5.5%0.009%
2/13/2024Oppenheimer & Co. Inc.12,465$307K0.0%-82.1%0.006%
2/13/2024Crossmark Global Holdings Inc.18,335$451K0.0%-5.0%0.009%
2/13/2024Tower Research Capital LLC TRC 22,434$552K0.0%+220.0%0.011%
2/13/2024First Trust Advisors LP419,834$10.33M0.0%+2.1%0.200%
2/13/2024Goldman Sachs Group Inc.328,845$8.09M0.0%-50.9%0.157%
2/13/2024The Manufacturers Life Insurance Company 1,059,120$26.05M0.0%+32.8%0.505%
2/13/2024KBC Group NV112,284$2.76M0.0%+79.0%0.054%
2/13/2024Campbell & CO Investment Adviser LLC29,615$729K0.1%-21.2%0.014%
2/13/2024California State Teachers Retirement System224,293$5.52M0.0%-4.3%0.107%
2/12/2024Evoke Wealth LLC19,739$492K0.0%N/A0.009%
2/12/2024Treasurer of the State of North Carolina92,662$2.28M0.0%+1.0%0.044%
2/12/2024Allianz Asset Management GmbH10,100$248K0.0%N/A0.005%
2/12/2024Stifel Financial Corp41,884$1.03M0.0%-80.0%0.020%
2/12/2024Steward Partners Investment Advisory LLC1,226$30K0.0%+66.8%0.001%
2/12/2024United Services Automobile Association15,517$382K0.0%+6.9%0.007%
2/12/2024Eaton Financial Holdings Company LLC34,007$837K0.2%+15.7%0.016%
2/12/2024Parallel Advisors LLC3,198$79K0.0%-22.5%0.002%
2/12/2024Hsbc Holdings PLC176,818$4.34M0.0%-22.3%0.084%
2/9/2024Nomura Asset Management Co. Ltd.3,246$80K0.0%-75.9%0.002%
2/9/2024Congress Wealth Management LLC DE 211,852$5.21M0.1%N/A0.101%
2/9/2024Advisory Services Network LLC48,827$1.20M0.0%-5.5%0.023%
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2/9/2024Neuberger Berman Group LLC17,659$434K0.0%-23.8%0.008%
2/9/2024US Bancorp DE9,942$245K0.0%-44.1%0.005%
2/9/2024Cambridge Investment Research Advisors Inc.58,001$1.43M0.0%-3.5%0.028%
2/9/2024Aigen Investment Management LP39,202$964K0.2%-30.3%0.019%
2/9/2024Franklin Resources Inc.130,213$3.20M0.0%-18.5%0.062%
2/9/2024Quest Partners LLC23,018$566K0.1%N/A0.011%
2/9/2024Trexquant Investment LP89,902$2.21M0.0%-58.1%0.043%
2/9/2024Corient Private Wealth LLC14,564$358K0.0%-48.9%0.007%
2/9/2024D.A. Davidson & CO.8,489$209K0.0%-6.9%0.004%
2/9/2024Wells Fargo & Company MN447,866$11.02M0.0%-13.1%0.214%
(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, 581 institutional investors and hedge funds held shares of UGI. The most heavily invested institutionals were BlackRock Inc. ($835.91M), Aurora Investment Counsel ($802.86M), Vanguard Group Inc. ($661.67M), State Street Corp ($507.63M), First Eagle Investment Management LLC ($163.36M), Deutsche Bank AG ($156.24M), and Snyder Capital Management L P ($99.69M).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 519 institutional investors that purchased UGI stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($6.80M), Moneta Group Investment Advisors LLC ($5.50M), State Street Corp ($5.45M), Norges Bank ($3.45M), Vanguard Group Inc. ($3.17M), Edmp Inc. ($3.03M), and Mitsubishi UFJ Trust & Banking Corp ($2.73M).

How much institutional buying is happening at UGI?

Institutional investors have bought a total of 76,921,283 shares in the last 24 months. This purchase volume represents approximately $2.48B in transactions.

Which UGI major shareholders have been selling company stock?

Of the 350 institutional investors that sold UGI stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: State Street Corp ($4.59M), BlackRock Inc. ($4.54M), Wellington Management Group LLP ($2.92M), Thompson Siegel & Walmsley LLC ($2.35M), Deutsche Bank AG ($1.78M), Allspring Global Investments Holdings LLC ($1.70M), and Vanguard Group Inc. ($1.39M).

How much institutional selling is happening at UGI?

Institutional investors have sold a total of 51,052,525 shares in the last 24 months. This volume of shares sold represents approximately $1.60B in transactions.


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This page (NYSE:UGI) was last updated on 4/19/2024 by MarketBeat.com Staff

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