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UGI (UGI) Institutional Ownership

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$37.97 +0.03 (+0.08%)
As of 09/4/2026 03:58 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)
93
Total
Institutional Inflows
(last 12 months)
$540.71M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$104.86M
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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
9/4/2026 Parkside Financial Bank & Trust724$25K0.0%+80.1%0.000%
9/2/2026 Allianz Asset Management GmbH662,274$22.88M0.0%+11.6%0.309%
8/27/2026 Corient 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%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al122,200$4.22M0.0%N/A0.057%
8/24/2026 First Eagle Investment Management LLC11,421$394K0.0%-2.4%0.005%
8/24/2026 California State Teachers Retirement System8,565,782$295.86M0.0%+3,298.1%3.994%
8/23/2026 HB Wealth Management LLC16,194$559K0.0%+84.9%0.008%
8/23/2026 Angeles Wealth Management LLC10,356$362K0.0%N/A0.005%
8/22/2026 Compass Financial Management LLC8,458$306K0.0%N/A0.004%
8/22/2026 AlphaGrep UK Ltd13,518$467K0.1%N/A0.006%
8/22/2026 denkapparat Operations GmbH22,358$772K0.3%+35.4%0.010%
8/22/2026 Concurrent Investment Advisors LLC6,731$232K0.0%N/A0.003%
8/21/2026 iSAM Funds UK Ltd7,100$245K0.2%N/A0.003%
8/21/2026 Nykredit A S6,135$212K0.0%N/A0.003%
8/21/2026 Coppell Advisory Solutions LLC112,758$3.90M0.7%N/A0.053%
8/21/2026 Investors Research Corp27,584$953K0.2%-1.0%0.013%
8/20/2026 Ancora Advisors LLC327,381$11.31M0.2%-17.2%0.153%
8/20/2026 Sigma Planning Corp6,280$217K0.0%-4.1%0.003%
8/20/2026 Benjamin Edwards Inc.10,238$354K0.0%+31.7%0.005%
8/20/2026 Northwestern Mutual Wealth Management Co.1,521$53K0.0%+36.3%0.001%
8/20/2026 Private Management Group Inc.1,057,888$36.54M1.0%+10.8%0.493%
8/20/2026 Hennessy Advisors Inc.113,952$3.94M0.1%-67.1%0.053%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC617,962$21.34M0.0%-1.2%0.288%
8/19/2026 Roffman Miller Associates Inc. PA329,841$11.39M0.6%+8.3%0.154%
8/19/2026 Hsbc Holdings PLC29,451$1.02M0.0%-14.9%0.014%
8/19/2026 Wellington Management Group LLP567,102$19.59M0.0%+38.5%0.264%
8/18/2026 Empowered Funds LLC142,213$4.91M0.0%-30.1%0.066%
8/18/2026 Public 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%
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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 Company2,115,491$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%
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%
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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%


UGI Institutional Ownership - Frequently Asked Questions

During the previous two years, 461 institutional investors and hedge funds held shares of UGI. The most heavily invested institutionals were Vanguard Group Inc. ($886.70M), FMR LLC ($325.47M), California State Teachers Retirement System ($295.86M), State Street Corp ($233.92M), Fuller & Thaler Asset Management Inc. ($225.07M), Geode Capital Management LLC ($157.20M), and Snyder Capital Management L P ($144.73M).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 372 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: California State Teachers Retirement System ($8.31M), FMR LLC ($4.90M), Norges Bank ($3.65M), Captrust Financial Advisors ($3.19M), Neuberger Berman Group LLC ($2.96M), Hennessy Advisors Inc. ($2.27M), and The Manufacturers Life Insurance Company ($2.12M).

Institutional investors have bought a total of 15,606,665 shares in the last 24 months. This purchase volume represents approximately $540.71M in transactions.

Of the 29 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), Hennessy Advisors Inc. ($232.20K), Diamond Hill Capital Management LLC Investment Advisor ($95.64K), SG Americas Securities LLC ($95.53K), Tudor Investment Corp ET AL ($89.36K), Ancora Advisors LLC ($67.98K), and Entropy Technologies LP ($65.51K).

Institutional investors have sold a total of 3,016,463 shares in the last 24 months. This volume of shares sold represents approximately $104.86M 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 9/4/2026. New 13F filings are added each quarter as they're published.
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