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UGI (UGI) Institutional Ownership

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$34.87 +0.26 (+0.76%)
Closing price 03:59 PM Eastern
Extended Trading
$34.90 +0.03 (+0.09%)
As of 04:58 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)
32
Total
Institutional Inflows
(last 12 months)
$196.41M
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
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%
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%
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10/22/2025 CoreCap Advisors LLC3,348$111K0.0%+2,455.7%0.002%
10/14/2025 Farther Finance Advisors LLC8,458$281K0.0%-4.5%0.004%
10/10/2025 Sound Income Strategies LLC2,833$90K0.0%-10.0%0.001%
10/9/2025 AdvisorNet Financial Inc1,895$63K0.0%-41.1%0.001%
10/9/2025 Princeton Global Asset Management LLC1,000$33K0.0%N/A0.000%
10/2/2025 GAMMA Investing LLC9,178$305K0.0%+7.8%0.004%
8/15/2025 State of Tennessee Department of Treasury100,199$3.65M0.0%-18.0%0.047%
8/15/2025 Captrust Financial Advisors2,576,169$93.82M0.2%+34,940.4%1.199%
8/13/2025 Baird Financial Group Inc.28,359$1.03M0.0%+15.6%0.013%
8/13/2025 EverSource Wealth Advisors LLC9,544$348K0.0%+4.2%0.004%
8/12/2025 Waterloo Capital L.P.79,302$2.89M0.2%+30.4%0.037%
8/12/2025 Rhumbline Advisers582,013$21.20M0.0%-4.1%0.271%
8/8/2025 SG Americas Securities LLC164,791$6.00M0.0%+385.0%0.077%
8/8/2025 Mitsubishi UFJ Trust & Banking Corp2,470,299$89.97M0.2%+170.3%1.152%
8/4/2025 Amalgamated Bank98,812$3.60M0.0%+0.3%0.046%
7/30/2025 Cullen Frost Bankers Inc.2,373$86K0.0%N/A0.001%
7/29/2025 Foster & Motley Inc.131,116$4.78M0.3%+12.9%0.061%
7/29/2025 Applied Finance Capital Management LLC30,424$1.11M0.1%-16.3%0.014%
7/28/2025 Corundum Trust Company INC9,773$356K0.9%-14.1%0.005%
7/25/2025 Fifth Third Wealth Advisors LLC7,414$270K0.0%+6.8%0.003%
7/16/2025 ST Germain D J Co. Inc.3,600$131K0.0%N/A0.002%
7/14/2025 AdvisorNet Financial Inc3,215$117K0.0%+2,246.7%0.001%
7/11/2025 Farther Finance Advisors LLC8,853$322K0.0%-8.4%0.004%
7/7/2025 Wesbanco 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%
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%
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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%
5/14/2025Gabelli Funds LLC542,000$17.92M0.1%-4.7%0.252%
5/14/2025Keeley Teton Advisors LLC108,031$3.57M0.4%+1.1%0.050%


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 5,419,994 shares in the last 24 months. This purchase volume represents approximately $196.41M 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 5/29/2026 by MarketBeat.com Staff.
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