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UGI (UGI) Institutional Ownership

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$24.32 -0.05 (-0.21%)
(As of 11/20/2024 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)
231
Total
Institutional Inflows
(last 12 months)
$681.31M
Number of
Institutional Sellers
(last 12 months)
135
Total
Institutional Outflows
(last 12 months)
$291.10M
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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
11/18/2024 Teachers Retirement System of The State of Kentucky69,760$1.75M0.0%-2.6%0.032%
11/16/2024 Geode Capital Management LLC4,762,970$127.25M0.0%+33.8%2.219%
11/15/2024 Vestcor Inc14,728$368K0.0%-74.1%0.007%
11/15/2024 M&T Bank Corp186,294$4.66M0.0%+0.8%0.087%
11/15/2024 Barclays PLC313,810$7.85M0.0%+7.8%0.146%
11/15/2024 Public Employees Retirement System of Ohio82,079$2.05M0.0%+2.6%0.038%
11/15/2024 Roffman Miller Associates Inc. PA183,305$4.59M0.3%+3.9%0.085%
11/15/2024 Y Intercept Hong Kong Ltd117,029$2.93M0.2%N/A0.055%
11/15/2024 Zacks Investment Management31,572$790K0.0%+229.1%0.015%
11/15/2024 EP Wealth Advisors LLC14,443$361K0.0%N/A0.007%
11/15/2024 United Services Automobile Association13,710$343K0.0%-19.0%0.006%
11/15/2024 Kovitz Investment Group Partners LLC104,016$2.59M0.0%+2.2%0.048%
11/15/2024 Wellington Management Group LLP582,255$14.57M0.0%-0.3%0.271%
11/15/2024 Worldquant Millennium Advisors LLC19,543$489K0.0%-32.1%0.009%
11/15/2024 State Street Corp9,213,069$233.92M0.0%-1.6%4.291%
11/15/2024 Stifel Financial Corp27,461$687K0.0%-5.3%0.013%
11/15/2024 Quadrature Capital Ltd30,091$753K0.0%-72.4%0.014%
11/15/2024 Quantinno Capital Management LP78,770$1.97M0.0%+12.9%0.037%
11/15/2024 Penn Mutual Asset Management8,500$213K0.4%N/A0.004%
11/15/2024 Millburn Ridgefield Corp2,205$55K0.0%N/A0.001%
11/15/2024 NFJ Investment Group LLC982,728$24.59M0.7%-6.8%0.458%
11/15/2024 IHT Wealth Management LLC9,747$242K0.0%N/A0.005%
11/15/2024 Ingalls & Snyder LLC15,284$382K0.0%+7.0%0.007%
11/15/2024 Invenomic Capital Management LP281,772$7.05M0.4%N/A0.131%
11/15/2024 Janus Henderson Group PLC92,700$2.32M0.0%-10.0%0.043%
11/15/2024 Centiva Capital LP32,484$813K0.0%+168.6%0.015%
11/14/2024 ARGA Investment Management LP115,254$2.88M0.1%+115.5%0.054%
11/14/2024 Captrust Financial Advisors11,947$299K0.0%+13.4%0.006%
11/14/2024 Infrastructure Capital Advisors LLC682,856$17.09M2.3%-3.4%0.318%
11/14/2024 Northwest & Ethical Investments L.P.215,809$5.40M0.1%+20.0%0.101%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC566,794$14.18M0.0%+1.8%0.264%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank 46,782$1.17M0.0%-3.4%0.022%
11/14/2024 MetLife Investment Management LLC110,875$2.77M0.0%+0.4%0.052%
11/13/2024 Glenmede Trust Co. NA22,034$551K0.0%+2.5%0.010%
11/13/2024 Bridgewater Associates LP28,934$724K0.0%+95.1%0.013%
11/13/2024 BNP Paribas Financial Markets436,755$10.93M0.0%+24.5%0.203%
11/13/2024 Quantbot Technologies LP145,987$3.65M0.1%-46.2%0.068%
11/13/2024 FMR LLC9,418,865$235.66M0.0%+42.0%4.387%
11/13/2024 The Manufacturers Life Insurance Company 555,332$13.89M0.0%-0.2%0.259%
11/13/2024 Bank of Montreal Can110,275$2.75M0.0%+199.7%0.051%
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11/13/2024 Dynamic Technology Lab Private Ltd37,235$931K0.1%-60.1%0.017%
11/13/2024 Daiwa Securities Group Inc.10,000$250K0.0%+75.4%0.005%
11/12/2024 Pitcairn Co.11,811$296K0.0%N/A0.006%
11/12/2024 Algert Global LLC479,885$12.01M0.3%+15.5%0.224%
11/12/2024 Cerity Partners LLC53,538$1.34M0.0%N/A0.025%
11/12/2024 CFS Investment Advisory Services LLC9,050$226K0.0%-6.9%0.004%
11/12/2024 Citigroup Inc.203,313$5.09M0.0%+33.0%0.095%
11/12/2024 Charles Schwab Investment Management Inc.2,503,214$62.63M0.0%+47.7%1.166%
11/12/2024 Massachusetts Financial Services Co. MA1,026,717$25.69M0.0%+3.6%0.478%
11/9/2024 Foundry Partners LLC383,680$9.60M0.5%N/A0.179%
11/9/2024 Intech Investment Management LLC17,522$438K0.0%-54.7%0.008%
11/8/2024 Ontario Teachers Pension Plan Board138,542$3.47M0.0%-25.2%0.065%
11/8/2024 Advisors Asset Management Inc.469,701$11.75M0.2%+6.8%0.219%
11/8/2024 Commerce Bank25,793$645K0.0%N/A0.012%
11/7/2024 Meeder Asset Management Inc.3,770$94K0.0%N/A0.002%
11/7/2024 Quest Partners LLC17,327$434K0.0%-18.1%0.008%
11/7/2024 Swiss National Bank409,200$10.24M0.0%-0.9%0.191%
11/7/2024 Thrivent Financial for Lutherans1,507,263$37.71M0.1%+105.8%0.702%
11/6/2024 Mutual of America Capital Management LLC116,028$2.90M0.0%-3.3%0.054%
11/6/2024 Natixis Advisors LLC40,281$1.01M0.0%+37.8%0.019%
11/6/2024 Empowered Funds LLC137,597$3.44M0.1%+3.4%0.064%
11/6/2024 Connable Office Inc.10,041$251K0.0%N/A0.005%
11/6/2024 Cornercap Investment Counsel Inc.20,753$519K0.2%-55.3%0.010%
11/6/2024 Metis Global Partners LLC9,191$230K0.0%-8.8%0.004%
11/6/2024 KBC Group NV104,291$2.61M0.0%+7.5%0.049%
11/6/2024 Hourglass Capital LLC82,050$2.05M0.6%+2.7%0.038%
11/6/2024 Oppenheimer & Co. Inc.53,618$1.34M0.0%-34.4%0.025%
11/5/2024 RPG Investment Advisory LLC285,949$7.15M1.0%+8.6%0.133%
11/5/2024 Victory Capital Management Inc.1,471,142$36.81M0.0%+9.0%0.685%
11/5/2024 Aigen Investment Management LP19,369$485K0.1%-60.3%0.009%
11/5/2024 V2 Financial group LLC13,966$349K0.2%+4.2%0.007%
11/5/2024 GSA Capital Partners LLP11,254$282K0.0%-53.2%0.005%
11/5/2024 Entropy Technologies LP32,429$811K0.1%+217.1%0.015%
11/4/2024 Venturi Wealth Management LLC3,258$82K0.0%+1,537.2%0.002%
11/4/2024 Diamond Hill Capital Management Inc.1,535,479$38.42M0.2%-3.1%0.715%
11/4/2024 Crossmark Global Holdings Inc.15,099$378K0.0%-6.2%0.007%
11/4/2024 Sigma Planning Corp10,181$255K0.0%-15.2%0.005%
11/1/2024 Atria Investments Inc31,443$787K0.0%-4.0%0.015%
11/1/2024 Oxbow Advisors LLC219,505$5.49M0.5%+1.5%0.102%
11/1/2024 Applied Finance Capital Management LLC14,083$352K0.0%-39.5%0.007%
11/1/2024 CWA Asset Management Group LLC14,996$375K0.0%N/A0.007%
11/1/2024 Easterly Investment Partners LLC59,238$1.48M0.1%+0.8%0.028%
11/1/2024 AIA Group Ltd17,724$443K0.0%+46.9%0.008%
10/31/2024 Principal Financial Group Inc.497,194$12.44M0.0%-28.8%0.232%
10/30/2024 Foster & Motley Inc.106,466$2.66M0.2%-5.2%0.050%
10/30/2024 Amalgamated Bank101,917$2.55M0.0%-22.5%0.047%
10/29/2024 Janney Montgomery Scott LLC250,613$6.27M0.0%-3.7%0.117%
10/29/2024 Farther Finance Advisors LLC2,073$52K0.0%+189.9%0.001%
10/28/2024 US Bancorp DE10,438$261K0.0%-13.7%0.005%
10/25/2024 SteelPeak Wealth LLC10,088$256K0.0%+12.5%0.005%
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10/25/2024 New York State Teachers Retirement System241,339$6.04M0.0%-2.3%0.112%
10/24/2024 Nisa Investment Advisors LLC91,490$2.32M0.0%+10.0%0.043%
10/24/2024 Concord Wealth Partners1,274$32K0.0%+100.0%0.001%
10/24/2024 State of Alaska Department of Revenue24,311$608K0.0%+7.5%0.011%
10/24/2024 DekaBank Deutsche Girozentrale16,635$419K0.0%-81.4%0.008%
10/24/2024 Wealth Enhancement Advisory Services LLC26,889$673K0.0%+13.1%0.013%
10/23/2024 Impact Partnership Wealth LLC10,872$272K0.1%N/A0.005%
10/23/2024 CENTRAL TRUST Co3,925$98K0.0%+40.2%0.002%
10/22/2024 International Assets Investment Management LLC26,046$652K0.0%+2,402.0%0.012%
10/22/2024 Private Advisor Group LLC12,017$301K0.0%-29.3%0.006%
(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, 502 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. ($659.41M), FMR LLC ($235.66M), State Street Corp ($233.92M), Deutsche Bank AG ($156.24M), and Geode Capital Management LLC ($127.25M).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 429 institutional investors that purchased UGI stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($3.04M), Edmp Inc. ($3.02M), Jupiter Asset Management Ltd. ($2.89M), Mitsubishi UFJ Trust & Banking Corp ($2.51M), Federated Hermes Inc. ($1.88M), Norges Bank ($1.87M), and ProShare Advisors LLC ($1.55M).

How much institutional buying is happening at UGI?

Institutional investors have bought a total of 52,248,850 shares in the last 24 months. This purchase volume represents approximately $1.38B in transactions.

Which UGI major shareholders have been selling company stock?

Of the 260 institutional investors that sold UGI stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BlackRock Inc. ($4.16M), First Eagle Investment Management LLC ($3.42M), Thompson Siegel & Walmsley LLC ($1.76M), Deutsche Bank AG ($1.43M), LSV Asset Management ($1.17M), Deprince Race & Zollo Inc. ($894.28K), and Allspring Global Investments Holdings LLC ($891.62K).

How much institutional selling is happening at UGI?

Institutional investors have sold a total of 33,607,944 shares in the last 24 months. This volume of shares sold represents approximately $898.34M in transactions.


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This page (NYSE:UGI) was last updated on 11/21/2024 by MarketBeat.com Staff
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