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UGI (UGI) Institutional Ownership

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$30.10 +0.13 (+0.42%)
As of 01/17/2025 03:59 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)
230
Total
Institutional Inflows
(last 12 months)
$727.06M
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$279.89M
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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
1/17/2025 Bill Few Associates Inc.99,987$2.82M1.0%-5.2%0.047%
1/17/2025 Mutual Advisors LLC7,291$219K0.0%-59.1%0.003%
1/17/2025 Nisa Investment Advisors LLC81,262$2.32M0.0%-11.2%0.038%
1/16/2025 UMB Bank n.a.1,345$38K0.0%+67.1%0.001%
1/15/2025 HB Wealth Management LLC7,613$215K0.0%N/A0.004%
1/15/2025 Merit Financial Group LLC7,620$215K0.0%N/A0.004%
1/15/2025 Wedge Capital Management L L P NC442,168$12.48M0.2%-20.5%0.206%
1/15/2025 Hennessy Advisors Inc.2,375,752$67.07M2.0%+2,050.9%1.107%
1/15/2025 Lauer Wealth LLC7,140$202K0.1%N/A0.003%
1/14/2025 Burney Co.662,011$18.69M0.7%+3.0%0.308%
1/14/2025 Accurate Wealth Management LLC11,023$312K0.1%+21.1%0.005%
1/13/2025 Wright Investors Service Inc.37,206$1.05M0.3%+1.3%0.017%
1/10/2025 Wealth Enhancement Advisory Services LLC28,063$792K0.0%+4.4%0.013%
1/6/2025 CWA Asset Management Group LLC18,843$532K0.0%+25.7%0.009%
1/3/2025 Everence Capital Management Inc.21,010$593K0.0%N/A0.010%
1/3/2025 GAMMA Investing LLC7,825$221K0.0%+23.8%0.004%
12/26/2024JPMorgan Chase & Co.1,227,732$30.72M0.0%+35.1%0.572%
12/19/2024Principal Financial Group Inc.497,194$12.44M0.0%-28.8%0.232%
12/6/2024Retirement Systems of Alabama495,196$12.39M0.0%+0.4%0.231%
11/27/2024Franklin Resources Inc.630,604$15.61M0.0%+10.8%0.294%
11/25/2024Tidal Investments LLC10,729$268K0.0%-73.3%0.005%
11/25/2024Wilmington Savings Fund Society FSB11,120$278K0.0%N/A0.005%
11/25/2024Sanctuary Advisors LLC21,876$547K0.0%+88.2%0.010%
11/18/2024Teachers Retirement System of The State of Kentucky69,760$1.75M0.0%-2.6%0.032%
11/16/2024Geode Capital Management LLC4,762,970$127.25M0.0%+33.8%2.219%
11/15/2024Vestcor Inc14,728$368K0.0%-74.1%0.007%
11/15/2024M&T Bank Corp186,294$4.66M0.0%+0.8%0.087%
11/15/2024Barclays PLC313,810$7.85M0.0%+7.8%0.146%
11/15/2024Public Employees Retirement System of Ohio82,079$2.05M0.0%+2.6%0.038%
11/15/2024Roffman Miller Associates Inc. PA183,305$4.59M0.3%+3.9%0.085%
11/15/2024Y Intercept Hong Kong Ltd117,029$2.93M0.2%N/A0.055%
11/15/2024Zacks Investment Management31,572$790K0.0%+229.1%0.015%
11/15/2024EP Wealth Advisors LLC14,443$361K0.0%N/A0.007%
11/15/2024United Services Automobile Association13,710$343K0.0%-19.0%0.006%
11/15/2024Kovitz Investment Group Partners LLC104,016$2.59M0.0%+2.2%0.048%
11/15/2024Wellington Management Group LLP582,255$14.57M0.0%-0.3%0.271%
11/15/2024Worldquant Millennium Advisors LLC19,543$489K0.0%-32.1%0.009%
11/15/2024State Street Corp9,213,069$233.92M0.0%-1.6%4.291%
11/15/2024Stifel Financial Corp27,461$687K0.0%-5.3%0.013%
11/15/2024Quadrature Capital Ltd30,091$753K0.0%-72.4%0.014%
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11/15/2024Quantinno Capital Management LP78,770$1.97M0.0%+12.9%0.037%
11/15/2024Penn Mutual Asset Management8,500$213K0.4%N/A0.004%
11/15/2024Millburn Ridgefield Corp2,205$55K0.0%N/A0.001%
11/15/2024NFJ Investment Group LLC982,728$24.59M0.7%-6.8%0.458%
11/15/2024IHT Wealth Management LLC9,747$242K0.0%N/A0.005%
11/15/2024Ingalls & Snyder LLC15,284$382K0.0%+7.0%0.007%
11/15/2024Invenomic Capital Management LP281,772$7.05M0.4%N/A0.131%
11/15/2024Janus Henderson Group PLC92,700$2.32M0.0%-10.0%0.043%
11/15/2024Centiva Capital LP32,484$813K0.0%+168.6%0.015%
11/14/2024ARGA Investment Management LP115,254$2.88M0.1%+115.5%0.054%
11/14/2024Captrust Financial Advisors11,947$299K0.0%+13.4%0.006%
11/14/2024Infrastructure Capital Advisors LLC682,856$17.09M2.3%-3.4%0.318%
11/14/2024Northwest & Ethical Investments L.P.215,809$5.40M0.1%+20.0%0.101%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC566,794$14.18M0.0%+1.8%0.264%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank46,782$1.17M0.0%-3.4%0.022%
11/14/2024MetLife Investment Management LLC110,875$2.77M0.0%+0.4%0.052%
11/13/2024Glenmede Trust Co. NA22,034$551K0.0%+2.5%0.010%
11/13/2024Bridgewater Associates LP28,934$724K0.0%+95.1%0.013%
11/13/2024BNP Paribas Financial Markets436,755$10.93M0.0%+24.5%0.203%
11/13/2024Quantbot Technologies LP145,987$3.65M0.1%-46.2%0.068%
11/13/2024FMR LLC9,418,865$235.66M0.0%+42.0%4.387%
11/13/2024The Manufacturers Life Insurance Company555,332$13.89M0.0%-0.2%0.259%
11/13/2024Bank of Montreal Can110,275$2.75M0.0%+199.7%0.051%
11/13/2024Dynamic Technology Lab Private Ltd37,235$931K0.1%-60.1%0.017%
11/13/2024Daiwa Securities Group Inc.10,000$250K0.0%+75.4%0.005%
11/12/2024Pitcairn Co.11,811$296K0.0%N/A0.006%
11/12/2024Algert Global LLC479,885$12.01M0.3%+15.5%0.224%
11/12/2024Cerity Partners LLC53,538$1.34M0.0%N/A0.025%
11/12/2024CFS Investment Advisory Services LLC9,050$226K0.0%-6.9%0.004%
11/12/2024Citigroup Inc.203,313$5.09M0.0%+33.0%0.095%
11/12/2024Charles Schwab Investment Management Inc.2,503,214$62.63M0.0%+47.7%1.166%
11/12/2024Massachusetts Financial Services Co. MA1,026,717$25.69M0.0%+3.6%0.478%
11/9/2024Foundry Partners LLC383,680$9.60M0.5%N/A0.179%
11/9/2024Intech Investment Management LLC17,522$438K0.0%-54.7%0.008%
11/8/2024Ontario Teachers Pension Plan Board138,542$3.47M0.0%-25.2%0.065%
11/8/2024Advisors Asset Management Inc.469,701$11.75M0.2%+6.8%0.219%
11/8/2024Commerce Bank25,793$645K0.0%N/A0.012%
11/7/2024Meeder Asset Management Inc.3,770$94K0.0%N/A0.002%
11/7/2024Quest Partners LLC17,327$434K0.0%-18.1%0.008%
11/7/2024Swiss National Bank409,200$10.24M0.0%-0.9%0.191%
11/7/2024Thrivent Financial for Lutherans1,507,263$37.71M0.1%+105.8%0.702%
11/6/2024Mutual of America Capital Management LLC116,028$2.90M0.0%-3.3%0.054%
11/6/2024Natixis Advisors LLC40,281$1.01M0.0%+37.8%0.019%
11/6/2024Empowered Funds LLC137,597$3.44M0.1%+3.4%0.064%
11/6/2024Connable Office Inc.10,041$251K0.0%N/A0.005%
11/6/2024Cornercap Investment Counsel Inc.20,753$519K0.2%-55.3%0.010%
11/6/2024Metis Global Partners LLC9,191$230K0.0%-8.8%0.004%
11/6/2024KBC Group NV104,291$2.61M0.0%+7.5%0.049%
11/6/2024Hourglass Capital LLC82,050$2.05M0.6%+2.7%0.038%
11/6/2024Oppenheimer & Co. Inc.53,618$1.34M0.0%-34.4%0.025%
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11/5/2024RPG Investment Advisory LLC285,949$7.15M1.0%+8.6%0.133%
11/5/2024Victory Capital Management Inc.1,471,142$36.81M0.0%+9.0%0.685%
11/5/2024Aigen Investment Management LP19,369$485K0.1%-60.3%0.009%
11/5/2024V2 Financial group LLC13,966$349K0.2%+4.2%0.007%
11/5/2024GSA Capital Partners LLP11,254$282K0.0%-53.2%0.005%
11/5/2024Entropy Technologies LP32,429$811K0.1%+217.1%0.015%
11/4/2024Venturi Wealth Management LLC3,258$82K0.0%+1,537.2%0.002%
11/4/2024Diamond 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%
11/4/2024Sigma Planning Corp10,181$255K0.0%-15.2%0.005%
(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, 504 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 426 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), Hennessy Advisors Inc. ($2.29M), Federated Hermes Inc. ($1.88M), and Norges Bank ($1.87M).

How much institutional buying is happening at UGI?

Institutional investors have bought a total of 54,544,668 shares in the last 24 months. This purchase volume represents approximately $1.44B in transactions.

Which UGI major shareholders have been selling company stock?

Of the 258 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 33,783,365 shares in the last 24 months. This volume of shares sold represents approximately $900.83M in transactions.


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This page (NYSE:UGI) was last updated on 1/20/2025 by MarketBeat.com Staff
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