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UGI (UGI) Institutional Ownership

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$37.66 +0.14 (+0.36%)
As of 11:22 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)
141
Total
Institutional Inflows
(last 12 months)
$286.54M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$149.45M
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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
11/12/2026Cornerstone Select Advisors LLC46,239$1.65M0.7%+9.5%0.022%
11/11/2026 Advisors Asset Management Inc.43,390$1.46M0.0%N/A0.020%
11/11/2026 Private Wealth Asset Management LLC29,647$1.10M0.1%+826.5%0.014%
11/11/2026 Private Advisor Group LLC15,585$556K0.0%+15.5%0.007%
11/11/2026 Ieq Capital LLC95,629$3.41M0.0%+220.7%0.045%
11/11/2026 Focus Advisor Solutions LLC18,716$668K0.0%+115.5%0.009%
11/10/2026 Landscape Capital Management L.L.C.8,995$321K0.0%-84.1%0.004%
11/10/2026 Voya Investment Management LLC171,862$6.13M0.0%-32.2%0.080%
11/10/2026 South Dakota Investment Council36,679$1.31M0.0%-3.2%0.017%
11/10/2026 HighTower Advisors LLC157,187$5.61M0.0%-0.6%0.073%
11/10/2026 NINE MASTS CAPITAL Ltd21,388$763K0.1%N/A0.010%
11/9/2026 Bessemer Group Inc.2,717$96K0.0%+20.9%0.001%
11/9/2026 Hantz Financial Services Inc.7,532$269K0.0%+38.6%0.004%
11/7/2026 MSH Capital Advisors LLC55,374$1.98M0.3%-2.5%0.026%
11/7/2026 Hamel Associates Inc.15,975$570K0.2%+113.0%0.007%
11/6/2026 SVB Wealth LLC6,946$248K0.0%N/A0.003%
11/6/2026 Russell Investments Group Ltd.588,346$20.99M0.0%-55.9%0.274%
11/6/2026 Eurizon Capital SGR S.p.A.5,814$211K0.0%+10.0%0.003%
11/6/2026 Fifth Third Bancorp175,644$6.27M0.0%-8.3%0.082%
11/5/2026 Maryland State Retirement & Pension System11,706$418K0.0%+16.5%0.005%
11/5/2026 Ritholtz Wealth Management7,689$274K0.0%N/A0.004%
11/5/2026 Jacobi Capital Management LLC51,645$1.84M0.1%+2.8%0.024%
11/5/2026 Illinois Municipal Retirement Fund112,594$4.02M0.0%-10.0%0.052%
11/5/2026 Lido Advisors LLC10,184$363K0.0%N/A0.005%
11/5/2026 Csenge Advisory Group29,767$1.06M0.0%+1.4%0.014%
11/4/2026 AlphaCore Capital LLC6,704$241K0.0%+10.2%0.003%
11/4/2026 Retirement Systems of Alabama569,501$20.31M0.1%-0.1%0.266%
11/4/2026 Private Management Group Inc.1,104,312$39.39M1.0%+4.4%0.515%
11/4/2026 Brighton Jones LLC13,551$483K0.0%-7.0%0.006%
11/3/2026 Ethic Inc.107,589$3.84M0.0%+47.3%0.050%
11/3/2026 Pictet Asset Management Holding SA35,317$1.26M0.0%-0.8%0.016%
11/3/2026 Alps Advisors Inc.42,753$1.53M0.0%-32.4%0.020%
11/2/2026 Kestra Advisory Services LLC23,592$842K0.0%+1.2%0.011%
11/2/2026 Commonwealth Equity Services LLC139,294$4.97M0.0%+5.7%0.065%
10/31/2026 Kestra Private Wealth Services LLC20,470$730K0.0%N/A0.010%
10/31/2026 Bfsg LLC6,783$242K0.0%+4.9%0.003%
10/31/2026 Chicago Partners Investment Group LLC13,052$502K0.0%+7.4%0.006%
10/31/2026 Covestor Ltd3,946$141K0.1%+672.2%0.002%
10/31/2026 Ascent Group LLC31,594$1.13M0.0%+17.4%0.015%
10/29/2026 ProShare Advisors LLC8,151$291K0.0%-3.6%0.004%
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10/29/2026 Vise Technologies Inc.33,482$1.19M0.0%+124.1%0.016%
10/28/2026 VIRGINIA RETIREMENT SYSTEMS ET Al119,400$4.26M0.0%-2.3%0.056%
10/28/2026 Choreo LLC38,226$1.38M0.0%+6.7%0.018%
10/28/2026 Childress Capital Advisors LLC21,177$755K0.1%+10.8%0.010%
10/27/2026 Asset Management One Co. Ltd.13,992$499K0.0%-8.6%0.007%
10/26/2026 Abundance Wealth Counselors36,435$1.30M0.2%+7.9%0.017%
10/26/2026 Oppenheimer & Co. Inc.106,722$3.81M0.0%+4.4%0.050%
10/24/2026 Sigma Planning Corp5,958$213K0.0%-5.1%0.003%
10/23/2026 Invested Advisors7,570$270K0.2%+21.7%0.004%
10/23/2026 Signaturefd LLC9,291$331K0.0%+27.4%0.004%
10/23/2026 Citizens Financial Group Inc. RI9,035$325K0.0%+30.2%0.004%
10/23/2026 Kendall Capital Management63,263$2.26M0.4%+2.7%0.029%
10/22/2026 Yousif Capital Management LLC59,673$2.13M0.0%-5.5%0.028%
10/22/2026 T3 Companies LLC10,722$382K0.4%N/A0.005%
10/22/2026 SBI Securities Co. Ltd.3,012$107K0.0%-12.4%0.001%
10/21/2026 Crossmark Global Holdings Inc.293,409$10.47M0.1%-6.8%0.137%
10/21/2026 Eagle Harbor Asset Management Inc. ADV13,248$473K0.4%N/A0.006%
10/21/2026 Nisa Investment Advisors LLC117,872$4.25M0.0%+6.0%0.055%
10/21/2026 Diversify Advisory Services LLC20,921$785K0.0%+112.6%0.010%
10/20/2026 CWA Asset Management Group LLC95,069$3.39M0.1%+153.5%0.044%
10/20/2026 CFS Investment Advisory Services LLC8,319$309K0.0%-3.2%0.004%
10/20/2026 Investment Research Partners LLC15,536$554K0.2%+28.1%0.007%
10/19/2026 Clark Financial Services Group Inc. BD13,247$473K0.2%+20.6%0.006%
10/17/2026 IFP Advisors Inc3,068$109K0.0%-59.7%0.001%
10/17/2026 Avail Investment Partners LLC7,775$277K0.2%+30.7%0.004%
10/16/2026 TD Waterhouse Canada Inc.1,176$43K0.0%N/A0.001%
10/16/2026 Cyndeo Wealth Partners LLC292,744$10.44M0.5%+13.4%0.136%
10/15/2026 Harrell Investment Partners LLC13,497$481K0.1%-12.4%0.006%
10/15/2026 Assenagon Asset Management S.A.93,825$3.35M0.0%N/A0.044%
10/15/2026 State of Alaska Department of Revenue20,322$724K0.0%-3.3%0.009%
10/14/2026 First Citizens Bank & Trust Co.11,817$422K0.0%-59.6%0.006%
10/14/2026 Krilogy Financial LLC7,016$264K0.0%-4.3%0.003%
10/13/2026 NorthCrest Asset Manangement LLC7,033$260K0.0%+5.9%0.003%
10/9/2026 Bill Few Associates Inc.89,414$3.19M0.6%-2.6%0.042%
10/9/2026 Wedmont Private Capital10,764$398K0.0%N/A0.005%
10/8/2026 Hamlin Capital Management LLC2,554,320$91.11M2.2%-3.8%1.191%
10/8/2026 Vista Investment Partners LLC18,564$662K0.2%N/A0.009%
10/8/2026 Quintet Private Bank Europe S.A.3,000$107K0.0%+100.0%0.001%
10/7/2026 Investors Research Corp26,792$956K0.2%-2.9%0.012%
10/2/2026 CX Institutional4,179$149K0.0%+349.4%0.002%
9/23/2026QRG Capital Management Inc.10,115$349K0.0%+14.6%0.005%
9/23/2026Envestnet Asset Management Inc.143,803$4.97M0.0%+8.3%0.067%
9/9/2026The Manufacturers Life Insurance Company2,115,491$73.07M0.0%+12.1%0.986%
9/9/2026Sequoia Financial Advisors LLC17,947$620K0.0%+20.0%0.008%
9/9/2026Tidal Investments LLC24,504$846K0.0%-29.4%0.011%
9/9/2026WINTON GROUP Ltd15,171$524K0.0%+114.6%0.007%
9/9/2026Engineers Gate Manager LP166,968$5.77M0.1%+133.7%0.078%
9/9/2026Integrated Wealth Concepts LLC28,630$989K0.0%+79.3%0.013%
9/9/2026NewEdge Advisors LLC93,195$3.22M0.0%+0.8%0.043%
9/9/2026 IFP Advisors Inc7,608$263K0.0%-28.7%0.004%
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9/9/2026 Squarepoint Ops LLC512,102$17.69M0.0%-24.6%0.239%
9/9/2026Baird Financial Group Inc.33,296$1.15M0.0%+22.1%0.016%
9/8/2026 Allworth Financial LP6,431$222K0.0%+21.9%0.003%
9/8/2026Waverly Advisors LLC17,742$613K0.0%+18.7%0.008%
9/8/2026 Nykredit A S6,135$212K0.0%N/A0.003%
9/4/2026 Parkside Financial Bank & Trust724$25K0.0%+80.1%0.000%
9/2/2026Allianz Asset Management GmbH662,274$22.88M0.0%+11.6%0.309%
8/27/2026Corient Private Wealth LP49,142$1.70M0.0%+29.4%0.023%
8/26/2026 Amundi41,915$1.45M0.0%-17.8%0.020%
8/26/2026 HighTower Advisors LLC158,189$5.46M0.0%-6.2%0.074%


UGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 481 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 386 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), The Manufacturers Life Insurance Company ($2.34M), Hennessy Advisors Inc. ($2.27M), and Corvex Management LP ($1.96M).

Institutional investors have bought a total of 8,232,066 shares in the last 24 months. This purchase volume represents approximately $286.54M in transactions.

Of the 51 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), Russell Investments Group Ltd. ($747.16K), Hennessy Advisors Inc. ($232.20K), Squarepoint Ops LLC ($167.07K), Hamlin Capital Management LLC ($102.11K), Diamond Hill Capital Management LLC Investment Advisor ($95.64K), and SG Americas Securities LLC ($95.53K).

Institutional investors have sold a total of 4,269,712 shares in the last 24 months. This volume of shares sold represents approximately $149.45M in transactions.


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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 11/12/2026. New 13F filings are added each quarter as they're published.
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