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UGI (UGI) Institutional Ownership

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$32.06 +0.07 (+0.20%)
Closing price 03:59 PM Eastern
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$32.00 -0.05 (-0.17%)
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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)
308
Total
Institutional Inflows
(last 12 months)
$1.29B
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$494.67M
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UGI Institutional Buying and Selling by Quarter

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UGI Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025SG Americas Securities LLC33,980$1.12M0.0%N/A0.016%
4/15/2025Sonora Investment Management Group LLC6,369$211K0.0%N/A0.003%
4/15/2025Accurate Wealth Management LLC10,674$336K0.1%-3.2%0.005%
4/15/2025 GAMMA Investing LLC8,398$278K0.0%+7.3%0.004%
4/14/2025Yousif Capital Management LLC81,298$2.69M0.0%-2.5%0.038%
4/14/2025Farther Finance Advisors LLC9,667$324K0.0%+132.9%0.005%
4/14/2025Wesbanco Bank Inc.6,789$225K0.0%N/A0.003%
4/14/2025First Citizens Bank & Trust Co.7,703$255K0.0%-33.9%0.004%
4/14/2025Wedge Capital Management L L P NC386,226$12.77M0.2%-12.7%0.180%
4/14/2025Park Avenue Securities LLC11,925$394K0.0%+7.5%0.006%
4/14/2025UMB Bank n.a.2,442$81K0.0%+81.6%0.001%
4/10/2025 Salvus Wealth Management LLC6,060$200K0.1%N/A0.003%
4/10/2025 Naples Global Advisors LLC26,637$890K0.1%-1.6%0.012%
4/10/2025 Beacon Financial Group13,324$441K0.0%+57.9%0.006%
4/10/2025 Apella Capital LLC17,282$540K0.0%N/A0.008%
4/9/2025 Merit Financial Group LLC9,055$299K0.0%+18.8%0.004%
4/9/2025 NBC Securities Inc.20,640$682K0.1%+108,531.6%0.010%
4/8/2025 Rhumbline Advisers606,815$20.07M0.0%+1.8%0.282%
4/8/2025 Fifth Third Wealth Advisors LLC6,942$230K0.0%N/A0.003%
4/8/2025 Global Financial Private Client LLC14,678$485K0.2%+183,375.0%0.007%
4/8/2025 Parallel Advisors LLC3,931$130K0.0%+19.9%0.002%
4/7/2025 Partnership Wealth Management LLC6,750$223K0.2%N/A0.003%
4/7/2025 GAMMA Investing LLC277,722$8.40M0.0%+3,449.2%0.129%
3/24/2025Wellington Management Group LLP574,095$16.21M0.0%-1.4%0.267%
3/18/2025California State Teachers Retirement System200,839$5.67M0.0%-1.0%0.093%
3/17/2025Wealth Enhancement Advisory Services LLC34,532$975K0.0%+28.4%0.016%
3/12/2025Northstar Financial Companies Inc.14,695$415K0.4%N/A0.007%
3/12/2025Wealthedge Investment Advisors LLC17,267$487K0.2%N/A0.008%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH368,689$10.41M0.0%N/A0.172%
2/20/2025Mackenzie Financial Corp51,392$1.45M0.0%-70.5%0.024%
2/19/2025Invst LLC27,944$789K0.1%+1.7%0.013%
2/19/2025Public Employees Retirement System of Ohio78,798$2.22M0.0%-4.0%0.037%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC669,918$18.91M0.0%+18.2%0.312%
2/17/2025Voloridge Investment Management LLC1,130,129$31.90M0.1%-26.5%0.526%
2/17/2025Sourcerock Group LLC1,025,000$28.94M2.1%+236.8%0.477%
2/17/2025WBI Investments LLC44,747$1.26M0.3%-40.9%0.021%
2/17/2025Squarepoint Ops LLC27,967$790K0.0%-41.1%0.013%
2/17/2025State of Wyoming10,005$282K0.0%+4.6%0.005%
2/17/2025Shell Asset Management Co.10,537$297K0.0%-73.1%0.005%
2/17/2025SIR Capital Management L.P.729,800$20.60M2.1%+1,279.5%0.340%
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2/17/2025ProShare Advisors LLC1,356,926$38.31M0.1%+3.0%0.632%
2/17/2025Quantinno Capital Management LP106,574$3.01M0.0%+35.3%0.050%
2/17/2025Man Group plc30,896$872K0.0%-82.7%0.014%
2/17/2025Nomura Holdings Inc.28,487$804K0.0%N/A0.013%
2/17/2025Nuveen Asset Management LLC618,133$17.45M0.0%-1.4%0.288%
2/17/2025Occudo Quantitative Strategies LP25,548$721K0.1%N/A0.012%
2/17/2025Mork Capital Management LLC35,700$1.01M0.7%N/A0.017%
2/17/2025Needham Investment Management LLC10,000$282K0.0%-50.0%0.005%
2/17/2025Millennium Management LLC515,518$14.55M0.0%+1,634.8%0.240%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.72,066$2.03M0.0%+17.5%0.034%
2/17/2025Lazard Asset Management LLC16,297$460K0.0%+26.4%0.008%
2/17/2025Invenomic Capital Management LP614,910$17.36M0.8%+118.2%0.286%
2/17/2025Hudson Bay Capital Management LP175,000$4.94M0.0%N/A0.082%
2/17/2025Focus Partners Wealth11,723$331K0.0%N/A0.005%
2/17/2025Ensign Peak Advisors Inc161,731$4.57M0.0%-5.5%0.075%
2/17/2025Ethic Inc.101,397$2.86M0.1%+7.0%0.047%
2/17/2025Deutsche Bank AG42,284$1.19M0.0%-89.3%0.020%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main708,647$20.01M0.0%-49.4%0.330%
2/17/2025EP Wealth Advisors LLC16,391$463K0.0%+13.5%0.008%
2/17/2025Cornerstone Select Advisors LLC7,089$200K0.2%N/A0.003%
2/17/2025Corvex Management LP1,960,815$55.35M1.5%N/A0.913%
2/17/2025Cresset Asset Management LLC492,359$13.93M0.1%-3.7%0.229%
2/17/2025Cubist Systematic Strategies LLC363,924$10.27M0.1%-31.1%0.170%
2/17/2025Cetera Investment Advisers25,207$712K0.0%+2.1%0.012%
2/17/2025Brevan Howard Capital Management LP35,976$1.02M0.0%N/A0.017%
2/17/2025Captrust Financial Advisors9,995$282K0.0%-16.3%0.005%
2/17/2025Baird Financial Group Inc.31,947$902K0.0%-3.1%0.015%
2/17/2025Bank of America Corp DE933,189$26.34M0.0%-50.6%0.435%
2/17/2025BNP Paribas Financial Markets182,531$5.15M0.0%-58.2%0.085%
2/17/2025Algert Global LLC13,726$387K0.0%-97.1%0.006%
2/17/2025Ameriprise Financial Inc.2,366,100$66.81M0.0%+50.6%1.102%
2/17/2025Ancora Advisors LLC475,430$13.42M0.3%+827.3%0.221%
2/17/2025Anderson Financial Strategies LLC1,466$41K0.0%N/A0.001%
2/14/2025Gallagher Fiduciary Advisors LLC28,728$811K0.2%+11.2%0.013%
2/14/2025Mercer Global Advisors Inc. ADV23,218$655K0.0%+36.5%0.011%
2/14/2025Parvin Asset Management LLC1,750$49K0.1%N/A0.001%
2/14/2025Comerica Bank148,598$4.20M0.0%-9.0%0.069%
2/14/2025Kapitalo Investimentos Ltda16,189$457K0.3%N/A0.008%
2/14/2025Schonfeld Strategic Advisors LLC40,270$1.14M0.0%+26.2%0.019%
2/14/2025AQR Capital Management LLC2,417,407$68.17M0.1%-13.4%1.126%
2/14/2025Northern Trust Corp4,002,419$112.99M0.0%+21.3%1.864%
2/14/2025The Manufacturers Life Insurance Company 552,506$15.60M0.0%-0.5%0.257%
2/14/2025Decade Renewable Partners LP163,185$4.61M2.3%-12.6%0.076%
2/14/2025Boothbay Fund Management LLC249,635$7.05M0.2%+62.4%0.116%
2/14/2025Miller Value Partners LLC292,000$8.24M3.5%+44.6%0.136%
2/14/2025Snyder Capital Management L P5,126,709$144.73M3.0%+1.6%2.388%
2/14/2025Nebula Research & Development LLC76,203$2.15M0.3%+187.3%0.035%
2/14/2025Voya Investment Management LLC76,348$2.16M0.0%-21.0%0.036%
2/14/2025Adage Capital Partners GP L.L.C.425,000$12.00M0.0%N/A0.198%
2/14/2025Coppell Advisory Solutions LLC3,010$85K0.0%+223.0%0.001%
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2/14/2025Fuller & Thaler Asset Management Inc.7,099,957$200.43M0.8%-0.2%3.307%
2/14/2025RBF Capital LLC60,000$1.69M0.1%-20.0%0.028%
2/14/2025Price T Rowe Associates Inc. MD207,251$5.85M0.0%+2.3%0.097%
2/14/2025Pinebridge Investments L.P.121,113$3.42M0.0%-39.4%0.056%
2/14/2025Hsbc Holdings PLC442,005$12.45M0.0%+9.9%0.206%
2/14/2025Stifel Financial Corp23,972$677K0.0%-12.7%0.011%
2/14/2025State of Tennessee Department of Treasury122,242$3.45M0.0%-2.7%0.057%
2/14/2025Tower Research Capital LLC TRC 20,947$591K0.0%+333.1%0.010%
2/14/2025Teachers Retirement System of The State of Kentucky66,450$1.88M0.0%-4.7%0.031%
2/14/2025MetLife Investment Management LLC121,027$3.42M0.0%+9.2%0.056%
(Data available from 1/1/2016 forward)

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UGI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UGI shares?

During the previous two years, 560 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 464 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 73,327,838 shares in the last 24 months. This purchase volume represents approximately $1.92B 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 39,875,000 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.


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This page (NYSE:UGI) was last updated on 4/15/2025 by MarketBeat.com Staff
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