UGI (UGI) Institutional Ownership

$27.27 +0.16 (+0.59%)

(As of 12/20/2024 05:31 PM ET)

Current Institutional Ownership Percentage: 82.34%
Number of Institutional Buyers (last 12 months): 231
Total Institutional Inflows (last 12 months): $657.47M

Number of Institutional Sellers (last 12 months): 135
Total Institutional Outflows (last 12 months): $280.08M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/19/2024	Principal Financial Group Inc.	497,194	$12.44M	0.0%	-28.8%	0.232%
12/6/2024	Retirement Systems of Alabama	495,196	$12.39M	0.0%	+0.4%	0.231%
11/27/2024	Franklin Resources Inc.	630,604	$15.61M	0.0%	+10.8%	0.294%
11/25/2024	Tidal Investments LLC	10,729	$268K	0.0%	-73.3%	0.005%
11/25/2024	Wilmington Savings Fund Society FSB	11,120	$278K	0.0%	N/A	0.005%
11/25/2024	Sanctuary Advisors LLC	21,876	$547K	0.0%	+88.2%	0.010%
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11/18/2024	Teachers Retirement System of The State of Kentucky	69,760	$1.75M	0.0%	-2.6%	0.032%
11/16/2024	Geode Capital Management LLC	4,762,970	$127.25M	0.0%	+33.8%	2.219%
11/15/2024	Vestcor Inc	14,728	$368K	0.0%	-74.1%	0.007%
11/15/2024	M&T Bank Corp	186,294	$4.66M	0.0%	+0.8%	0.087%
11/15/2024	Barclays PLC	313,810	$7.85M	0.0%	+7.8%	0.146%
11/15/2024	Public Employees Retirement System of Ohio	82,079	$2.05M	0.0%	+2.6%	0.038%
11/15/2024	Roffman Miller Associates Inc. PA	183,305	$4.59M	0.3%	+3.9%	0.085%
11/15/2024	Y Intercept Hong Kong Ltd	117,029	$2.93M	0.2%	N/A	0.055%
11/15/2024	Zacks Investment Management	31,572	$790K	0.0%	+229.1%	0.015%
11/15/2024	EP Wealth Advisors LLC	14,443	$361K	0.0%	N/A	0.007%
11/15/2024	United Services Automobile Association	13,710	$343K	0.0%	-19.0%	0.006%
11/15/2024	Kovitz Investment Group Partners LLC	104,016	$2.59M	0.0%	+2.2%	0.048%
11/15/2024	Wellington Management Group LLP	582,255	$14.57M	0.0%	-0.3%	0.271%
11/15/2024	Worldquant Millennium Advisors LLC	19,543	$489K	0.0%	-32.1%	0.009%
11/15/2024	State Street Corp	9,213,069	$233.92M	0.0%	-1.6%	4.291%
11/15/2024	Stifel Financial Corp	27,461	$687K	0.0%	-5.3%	0.013%
11/15/2024	Quadrature Capital Ltd	30,091	$753K	0.0%	-72.4%	0.014%
11/15/2024	Quantinno Capital Management LP	78,770	$1.97M	0.0%	+12.9%	0.037%
11/15/2024	Penn Mutual Asset Management	8,500	$213K	0.4%	N/A	0.004%
11/15/2024	Millburn Ridgefield Corp	2,205	$55K	0.0%	N/A	0.001%
11/15/2024	NFJ Investment Group LLC	982,728	$24.59M	0.7%	-6.8%	0.458%
11/15/2024	IHT Wealth Management LLC	9,747	$242K	0.0%	N/A	0.005%
11/15/2024	Ingalls & Snyder LLC	15,284	$382K	0.0%	+7.0%	0.007%
11/15/2024	Invenomic Capital Management LP	281,772	$7.05M	0.4%	N/A	0.131%
11/15/2024	Janus Henderson Group PLC	92,700	$2.32M	0.0%	-10.0%	0.043%
11/15/2024	Centiva Capital LP	32,484	$813K	0.0%	+168.6%	0.015%
11/14/2024	ARGA Investment Management LP	115,254	$2.88M	0.1%	+115.5%	0.054%
11/14/2024	Captrust Financial Advisors	11,947	$299K	0.0%	+13.4%	0.006%
11/14/2024	Infrastructure Capital Advisors LLC	682,856	$17.09M	2.3%	-3.4%	0.318%
11/14/2024	Northwest & Ethical Investments L.P.	215,809	$5.40M	0.1%	+20.0%	0.101%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	566,794	$14.18M	0.0%	+1.8%	0.264%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	46,782	$1.17M	0.0%	-3.4%	0.022%
11/14/2024	MetLife Investment Management LLC	110,875	$2.77M	0.0%	+0.4%	0.052%
11/13/2024	Glenmede Trust Co. NA	22,034	$551K	0.0%	+2.5%	0.010%
Why I'm telling friends to avoid gold stocks (Ad) Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles." And if you’d like to get your hands on this, here you go, the complete breakdown.
11/13/2024	Bridgewater Associates LP	28,934	$724K	0.0%	+95.1%	0.013%
11/13/2024	BNP Paribas Financial Markets	436,755	$10.93M	0.0%	+24.5%	0.203%
11/13/2024	Quantbot Technologies LP	145,987	$3.65M	0.1%	-46.2%	0.068%
11/13/2024	FMR LLC	9,418,865	$235.66M	0.0%	+42.0%	4.387%
11/13/2024	The Manufacturers Life Insurance Company	555,332	$13.89M	0.0%	-0.2%	0.259%
11/13/2024	Bank of Montreal Can	110,275	$2.75M	0.0%	+199.7%	0.051%
11/13/2024	Dynamic Technology Lab Private Ltd	37,235	$931K	0.1%	-60.1%	0.017%
11/13/2024	Daiwa Securities Group Inc.	10,000	$250K	0.0%	+75.4%	0.005%
11/12/2024	Pitcairn Co.	11,811	$296K	0.0%	N/A	0.006%
11/12/2024	Algert Global LLC	479,885	$12.01M	0.3%	+15.5%	0.224%
11/12/2024	Cerity Partners LLC	53,538	$1.34M	0.0%	N/A	0.025%
11/12/2024	CFS Investment Advisory Services LLC	9,050	$226K	0.0%	-6.9%	0.004%
11/12/2024	Citigroup Inc.	203,313	$5.09M	0.0%	+33.0%	0.095%
11/12/2024	Charles Schwab Investment Management Inc.	2,503,214	$62.63M	0.0%	+47.7%	1.166%
11/12/2024	Massachusetts Financial Services Co. MA	1,026,717	$25.69M	0.0%	+3.6%	0.478%
11/9/2024	Foundry Partners LLC	383,680	$9.60M	0.5%	N/A	0.179%
11/9/2024	Intech Investment Management LLC	17,522	$438K	0.0%	-54.7%	0.008%
11/8/2024	Ontario Teachers Pension Plan Board	138,542	$3.47M	0.0%	-25.2%	0.065%
11/8/2024	Advisors Asset Management Inc.	469,701	$11.75M	0.2%	+6.8%	0.219%
11/8/2024	Commerce Bank	25,793	$645K	0.0%	N/A	0.012%
11/7/2024	Meeder Asset Management Inc.	3,770	$94K	0.0%	N/A	0.002%
11/7/2024	Quest Partners LLC	17,327	$434K	0.0%	-18.1%	0.008%
11/7/2024	Swiss National Bank	409,200	$10.24M	0.0%	-0.9%	0.191%
11/7/2024	Thrivent Financial for Lutherans	1,507,263	$37.71M	0.1%	+105.8%	0.702%
11/6/2024	Mutual of America Capital Management LLC	116,028	$2.90M	0.0%	-3.3%	0.054%
11/6/2024	Natixis Advisors LLC	40,281	$1.01M	0.0%	+37.8%	0.019%
11/6/2024	Empowered Funds LLC	137,597	$3.44M	0.1%	+3.4%	0.064%
11/6/2024	Connable Office Inc.	10,041	$251K	0.0%	N/A	0.005%
11/6/2024	Cornercap Investment Counsel Inc.	20,753	$519K	0.2%	-55.3%	0.010%
11/6/2024	Metis Global Partners LLC	9,191	$230K	0.0%	-8.8%	0.004%
11/6/2024	KBC Group NV	104,291	$2.61M	0.0%	+7.5%	0.049%
11/6/2024	Hourglass Capital LLC	82,050	$2.05M	0.6%	+2.7%	0.038%
11/6/2024	Oppenheimer & Co. Inc.	53,618	$1.34M	0.0%	-34.4%	0.025%
11/5/2024	RPG Investment Advisory LLC	285,949	$7.15M	1.0%	+8.6%	0.133%
11/5/2024	Victory Capital Management Inc.	1,471,142	$36.81M	0.0%	+9.0%	0.685%
11/5/2024	Aigen Investment Management LP	19,369	$485K	0.1%	-60.3%	0.009%
11/5/2024	V2 Financial group LLC	13,966	$349K	0.2%	+4.2%	0.007%
11/5/2024	GSA Capital Partners LLP	11,254	$282K	0.0%	-53.2%	0.005%
11/5/2024	Entropy Technologies LP	32,429	$811K	0.1%	+217.1%	0.015%
11/4/2024	Venturi Wealth Management LLC	3,258	$82K	0.0%	+1,537.2%	0.002%
11/4/2024	Diamond Hill Capital Management Inc.	1,535,479	$38.42M	0.2%	-3.1%	0.715%
11/4/2024	Crossmark Global Holdings Inc.	15,099	$378K	0.0%	-6.2%	0.007%
11/4/2024	Sigma Planning Corp	10,181	$255K	0.0%	-15.2%	0.005%
11/1/2024	Atria Investments Inc	31,443	$787K	0.0%	-4.0%	0.015%
11/1/2024	Oxbow Advisors LLC	219,505	$5.49M	0.5%	+1.5%	0.102%
11/1/2024	Applied Finance Capital Management LLC	14,083	$352K	0.0%	-39.5%	0.007%
11/1/2024	CWA Asset Management Group LLC	14,996	$375K	0.0%	N/A	0.007%
11/1/2024	Easterly Investment Partners LLC	59,238	$1.48M	0.1%	+0.8%	0.028%
11/1/2024	AIA Group Ltd	17,724	$443K	0.0%	+46.9%	0.008%
10/31/2024	Principal Financial Group Inc.	497,194	$12.44M	0.0%	-28.8%	0.232%
Why I'm telling friends to avoid gold stocks (Ad) Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles." And if you’d like to get your hands on this, here you go, the complete breakdown.
10/30/2024	Foster & Motley Inc.	106,466	$2.66M	0.2%	-5.2%	0.050%
10/30/2024	Amalgamated Bank	101,917	$2.55M	0.0%	-22.5%	0.047%
10/29/2024	Janney Montgomery Scott LLC	250,613	$6.27M	0.0%	-3.7%	0.117%
10/29/2024	Farther Finance Advisors LLC	2,073	$52K	0.0%	+189.9%	0.001%
10/28/2024	US Bancorp DE	10,438	$261K	0.0%	-13.7%	0.005%
10/25/2024	SteelPeak Wealth LLC	10,088	$256K	0.0%	+12.5%	0.005%
10/25/2024	New York State Teachers Retirement System	241,339	$6.04M	0.0%	-2.3%	0.112%
10/24/2024	Nisa Investment Advisors LLC	91,490	$2.32M	0.0%	+10.0%	0.043%
10/24/2024	Concord Wealth Partners	1,274	$32K	0.0%	+100.0%	0.001%
10/24/2024	State of Alaska Department of Revenue	24,311	$608K	0.0%	+7.5%	0.011%

(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, 503 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 427 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 51,985,032 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.
Which UGI major shareholders have been selling company stock?: Of the 261 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 33,838,345 shares in the last 24 months. This volume of shares sold represents approximately $904.10M in transactions.

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This page (NYSE:UGI) was last updated on 12/21/2024 by MarketBeat.com Staff

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UGI (UGI) Institutional Ownership

UGI Institutional Buying and Selling by Quarter

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UGI (UGI) Institutional Ownership

Institutional Ownership Changes (13F Filings) for UGI (NYSE:UGI)

UGI Institutional Buying and Selling by Quarter

UGI Major Shareholders & Ownership History

UGI Institutional Ownership - Frequently Asked Questions

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