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UGI (UGI) Institutional Ownership

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$33.12 +0.37 (+1.12%)
Closing price 02/21/2025 03:59 PM Eastern
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$33.05 -0.07 (-0.22%)
As of 02/21/2025 07:01 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
305
Total
Institutional Inflows
(last 12 months)
$1.29B
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$493.23M
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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
2/20/2025 Mackenzie Financial Corp51,392$1.45M0.0%-70.5%0.024%
2/19/2025 Invst LLC27,944$789K0.1%+1.7%0.013%
2/19/2025 Public Employees Retirement System of Ohio78,798$2.22M0.0%-4.0%0.037%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC669,918$18.91M0.0%+18.2%0.312%
2/17/2025 Voloridge Investment Management LLC1,130,129$31.90M0.1%-26.5%0.526%
2/17/2025 Sourcerock Group LLC1,025,000$28.94M2.1%+236.8%0.477%
2/17/2025 WBI Investments LLC44,747$1.26M0.3%-40.9%0.021%
2/17/2025 Squarepoint Ops LLC27,967$790K0.0%-41.1%0.013%
2/17/2025 State of Wyoming10,005$282K0.0%+4.6%0.005%
2/17/2025 Shell Asset Management Co.10,537$297K0.0%-73.1%0.005%
2/17/2025 SIR Capital Management L.P.729,800$20.60M2.1%+1,279.5%0.340%
2/17/2025 ProShare Advisors LLC1,356,926$38.31M0.1%+3.0%0.632%
2/17/2025 Quantinno Capital Management LP106,574$3.01M0.0%+35.3%0.050%
2/17/2025 Man Group plc30,896$872K0.0%-82.7%0.014%
2/17/2025 Nomura Holdings Inc.28,487$804K0.0%N/A0.013%
2/17/2025 Nuveen Asset Management LLC618,133$17.45M0.0%-1.4%0.288%
2/17/2025 Occudo Quantitative Strategies LP25,548$721K0.1%N/A0.012%
2/17/2025 Mork Capital Management LLC35,700$1.01M0.7%N/A0.017%
2/17/2025 Needham Investment Management LLC10,000$282K0.0%-50.0%0.005%
2/17/2025 Millennium Management LLC515,518$14.55M0.0%+1,634.8%0.240%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.72,066$2.03M0.0%+17.5%0.034%
2/17/2025 Lazard Asset Management LLC16,297$460K0.0%+26.4%0.008%
2/17/2025 Invenomic Capital Management LP614,910$17.36M0.8%+118.2%0.286%
2/17/2025 Hudson Bay Capital Management LP175,000$4.94M0.0%N/A0.082%
2/17/2025 Focus Partners Wealth11,723$331K0.0%N/A0.005%
2/17/2025 Ensign Peak Advisors Inc161,731$4.57M0.0%-5.5%0.075%
2/17/2025 Ethic Inc.101,397$2.86M0.1%+7.0%0.047%
2/17/2025 Deutsche Bank AG42,284$1.19M0.0%-89.3%0.020%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main708,647$20.01M0.0%-49.4%0.330%
2/17/2025 EP Wealth Advisors LLC16,391$463K0.0%+13.5%0.008%
2/17/2025 Cornerstone Select Advisors LLC7,089$200K0.2%N/A0.003%
2/17/2025 Corvex Management LP1,960,815$55.35M1.5%N/A0.913%
2/17/2025 Cresset Asset Management LLC492,359$13.93M0.1%-3.7%0.229%
2/17/2025 Cubist Systematic Strategies LLC363,924$10.27M0.1%-31.1%0.170%
2/17/2025 Cetera Investment Advisers25,207$712K0.0%+2.1%0.012%
2/17/2025 Brevan Howard Capital Management LP35,976$1.02M0.0%N/A0.017%
2/17/2025 Captrust Financial Advisors9,995$282K0.0%-16.3%0.005%
2/17/2025 Baird Financial Group Inc.31,947$902K0.0%-3.1%0.015%
2/17/2025 Bank of America Corp DE933,189$26.34M0.0%-50.6%0.435%
2/17/2025 BNP Paribas Financial Markets182,531$5.15M0.0%-58.2%0.085%
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2/17/2025 Algert Global LLC13,726$387K0.0%-97.1%0.006%
2/17/2025 Ameriprise Financial Inc.2,366,100$66.81M0.0%+50.6%1.102%
2/17/2025 Ancora Advisors LLC475,430$13.42M0.3%+827.3%0.221%
2/17/2025 Anderson Financial Strategies LLC1,466$41K0.0%N/A0.001%
2/14/2025 Gallagher Fiduciary Advisors LLC28,728$811K0.2%+11.2%0.013%
2/14/2025 Mercer Global Advisors Inc. ADV23,218$655K0.0%+36.5%0.011%
2/14/2025 Parvin Asset Management LLC1,750$49K0.1%N/A0.001%
2/14/2025 Comerica Bank148,598$4.20M0.0%-9.0%0.069%
2/14/2025 Kapitalo Investimentos Ltda16,189$457K0.3%N/A0.008%
2/14/2025 Schonfeld Strategic Advisors LLC40,270$1.14M0.0%+26.2%0.019%
2/14/2025 AQR Capital Management LLC2,417,407$68.17M0.1%-13.4%1.126%
2/14/2025 Northern Trust Corp4,002,419$112.99M0.0%+21.3%1.864%
2/14/2025 The Manufacturers Life Insurance Company 552,506$15.60M0.0%-0.5%0.257%
2/14/2025 Decade Renewable Partners LP163,185$4.61M2.3%-12.6%0.076%
2/14/2025 Boothbay Fund Management LLC249,635$7.05M0.2%+62.4%0.116%
2/14/2025 Miller Value Partners LLC292,000$8.24M3.5%+44.6%0.136%
2/14/2025 Snyder Capital Management L P5,126,709$144.73M3.0%+1.6%2.388%
2/14/2025 Nebula Research & Development LLC76,203$2.15M0.3%+187.3%0.035%
2/14/2025 Voya Investment Management LLC76,348$2.16M0.0%-21.0%0.036%
2/14/2025 Adage Capital Partners GP L.L.C.425,000$12.00M0.0%N/A0.198%
2/14/2025 Coppell Advisory Solutions LLC3,010$85K0.0%+223.0%0.001%
2/14/2025 Fuller & Thaler Asset Management Inc.7,099,957$200.43M0.8%-0.2%3.307%
2/14/2025 RBF Capital LLC60,000$1.69M0.1%-20.0%0.028%
2/14/2025 Price T Rowe Associates Inc. MD207,251$5.85M0.0%+2.3%0.097%
2/14/2025 Pinebridge Investments L.P.121,113$3.42M0.0%-39.4%0.056%
2/14/2025 Hsbc Holdings PLC442,005$12.45M0.0%+9.9%0.206%
2/14/2025 Stifel Financial Corp23,972$677K0.0%-12.7%0.011%
2/14/2025 State of Tennessee Department of Treasury122,242$3.45M0.0%-2.7%0.057%
2/14/2025 Tower Research Capital LLC TRC 20,947$591K0.0%+333.1%0.010%
2/14/2025 Teachers Retirement System of The State of Kentucky66,450$1.88M0.0%-4.7%0.031%
2/14/2025 MetLife Investment Management LLC121,027$3.42M0.0%+9.2%0.056%
2/14/2025 Dimensional Fund Advisors LP2,329,247$65.75M0.0%+5.5%1.085%
2/14/2025 First Trust Advisors LP1,230,569$34.74M0.0%+98.1%0.573%
2/14/2025 GeoWealth Management LLC950$27K0.0%N/A0.000%
2/14/2025 Commerce Bank22,496$635K0.0%-12.8%0.010%
2/14/2025 Callodine Capital Management LP380,100$10.73M2.2%+29.4%0.177%
2/13/2025 CANADA LIFE ASSURANCE Co154,235$4.36M0.0%-2.3%0.072%
2/13/2025 Altshuler Shaham Ltd897$25K0.0%N/A0.000%
2/13/2025 MSH Capital Advisors LLC55,783$1.58M0.5%N/A0.026%
2/13/2025 Zacks Investment Management27,524$777K0.0%-12.8%0.013%
2/13/2025 NewEdge Advisors LLC129,938$3.67M0.0%+41.6%0.061%
2/13/2025 Keeley Teton Advisors LLC106,894$3.02M0.4%-4.0%0.050%
2/13/2025 Gabelli Funds LLC569,000$16.06M0.1%+0.8%0.265%
2/13/2025 Jump Financial LLC34,158$964K0.0%+190.8%0.016%
2/13/2025 Ontario Teachers Pension Plan Board86,830$2.45M0.0%-37.3%0.040%
2/13/2025 Guggenheim Capital LLC102,444$2.89M0.0%+19.4%0.048%
2/13/2025 XTX Topco Ltd44,135$1.25M0.1%N/A0.021%
2/13/2025 Mariner LLC48,273$1.36M0.0%+68.7%0.022%
2/13/2025 Barclays PLC197,392$5.57M0.0%-37.1%0.092%
2/13/2025 Summit Investment Advisors Inc.43,001$1.21M1.1%-2.4%0.020%
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2/13/2025 Bragg Financial Advisors Inc874,069$24.68M1.0%+20.9%0.407%
2/13/2025 Sterling Capital Management LLC12,537$354K0.0%-41.8%0.006%
2/13/2025 Kennedy Capital Management LLC117,090$3.31M0.1%-0.7%0.055%
2/13/2025 Treasurer of the State of North Carolina94,519$2.67M0.0%+3.1%0.044%
2/13/2025 Neuberger Berman Group LLC1,560,265$44.05M0.0%+5,215.3%0.727%
2/13/2025 LSV Asset Management3,786,293$106.89M0.2%+10.0%1.764%
2/13/2025 Bessemer Group Inc.893$25K0.0%+216.7%0.000%
2/13/2025 Raymond James Financial Inc.241,585$6.82M0.0%N/A0.113%
2/13/2025 Applied Finance Capital Management LLC40,560$1.15M0.0%+9.3%0.019%
2/13/2025 Greenland Capital Management LP10,230$289K0.0%N/A0.005%
(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, 554 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. ($798.58M), FMR LLC ($325.47M), State Street Corp ($233.92M), Fuller & Thaler Asset Management Inc. ($200.43M), and Geode Capital Management LLC ($157.20M).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 460 institutional investors that purchased UGI stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($5.52M), FMR LLC ($5.15M), Jupiter Asset Management Ltd. ($2.89M), Federated Hermes Inc. ($2.89M), Mitsubishi UFJ Trust & Banking Corp ($2.51M), Hennessy Advisors Inc. ($2.29M), and Corvex Management LP ($1.96M).

How much institutional buying is happening at UGI?

Institutional investors have bought a total of 72,755,544 shares in the last 24 months. This purchase volume represents approximately $1.90B in transactions.

Which UGI major shareholders have been selling company stock?

Of the 284 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), Mitsubishi UFJ Trust & Banking Corp ($1.97M), Deutsche Bank AG ($1.77M), Thompson Siegel & Walmsley LLC ($1.51M), LSV Asset Management ($1.17M), and Jupiter Asset Management Ltd. ($1.15M).

How much institutional selling is happening at UGI?

Institutional investors have sold a total of 40,430,252 shares in the last 24 months. This volume of shares sold represents approximately $1.07B in transactions.


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This page (NYSE:UGI) was last updated on 2/22/2025 by MarketBeat.com Staff
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