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UGI (UGI) Institutional Ownership

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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)
246
Total
Institutional Inflows
(last 12 months)
$581.78M
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$519.60M
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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
5/4/2024Howland Capital Management LLC11,000$274K0.0%-7.6%0.005%
5/4/2024WBI Investments LLC102,546$2.52M0.5%N/A0.049%
5/4/2024Csenge Advisory Group17,943$440K0.0%+9.0%0.009%
5/3/2024Easterly Investment Partners LLC40,970$1.01M0.1%N/A0.020%
5/3/2024GSA Capital Partners LLP149,186$3.66M0.3%+962.1%0.071%
5/2/2024Mutual of America Capital Management LLC124,857$3.06M0.0%-3.6%0.060%
5/2/2024Haverford Trust Co7,986$196K0.0%N/A0.004%
5/1/2024 Janney Montgomery Scott LLC245,584$6.03M0.0%+3.7%0.117%
5/1/2024 BNP Paribas Financial Markets523,873$12.86M0.0%+57.5%0.250%
4/30/2024 Consolidated Portfolio Review Corp15,236$374K0.1%+46.7%0.007%
4/30/2024 Retirement Systems of Alabama497,543$12.21M0.0%+0.2%0.237%
4/30/2024 Fairman Group LLC1,785$44K0.0%N/A0.001%
4/30/2024Concord Wealth Partners1,274$31K0.0%+100.0%0.001%
4/30/2024 Naples Global Advisors LLC27,195$677K0.1%-18.5%0.013%
4/30/2024 Hazlett Burt & Watson Inc.4,078$99K0.1%+18.9%0.002%
4/30/2024 Allspring Global Investments Holdings LLC6,369$156K0.0%-82.6%0.003%
4/29/2024Commonwealth Equity Services LLC182,784$4.49M0.0%-1.7%0.087%
4/29/2024 Greenleaf Trust10,966$269K0.0%+32.3%0.005%
4/29/2024 Principal Financial Group Inc.788,995$19.36M0.0%+2.6%0.377%
4/29/2024 Meritage Portfolio Management125,336$3.08M0.2%N/A0.060%
4/29/2024 Argyle Capital Management Inc.17,374$426K0.2%+87.3%0.008%
4/26/2024 Securian Asset Management Inc.17,232$423K0.0%-2.3%0.008%
4/26/2024 Yousif Capital Management LLC101,656$2.50M0.0%-1.4%0.049%
4/26/2024 First National Trust Co26,071$640K0.0%N/A0.012%
4/25/2024 New York State Teachers Retirement System249,721$6.13M0.0%+8.7%0.119%
4/24/2024 Simplicity Wealth LLC107,501$2.64M0.1%N/A0.051%
4/23/2024 Louisiana State Employees Retirement System60,300$1.48M0.0%+2.6%0.029%
4/23/2024 Amalgamated Bank142,871$3.51M0.0%+8.3%0.068%
4/23/2024 Accurate Wealth Management LLC10,254$264K0.1%N/A0.005%
4/22/2024 PFG Investments LLC18,972$466K0.0%N/A0.009%
4/19/2024 Abundance Wealth Counselors23,893$586K0.1%+40.6%0.011%
4/18/2024 State of Michigan Retirement System51,458$1.26M0.0%+2.4%0.025%
4/18/2024 Allspring Global Investments Holdings LLC6,369$156K0.0%-82.6%0.003%
4/18/2024 Oak Thistle LLC27,086$665K0.6%N/A0.013%
4/16/2024 Occidental Asset Management LLC62,999$1.55M0.3%+8.0%0.030%
4/16/2024 Hennessy Advisors Inc.90,952$2.23M0.1%-7.0%0.043%
4/16/2024 Wealth Enhancement Advisory Services LLC22,844$561K0.0%+25.2%0.011%
4/12/2024 Global Assets Advisory LLC14,910$366K0.0%N/A0.007%
4/11/2024 &PARTNERS15,899$390K0.1%N/A0.008%
4/10/2024 American National Bank1,099$27K0.0%N/A0.001%
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4/10/2024 Fulton Bank N.A.14,425$354K0.0%-20.6%0.007%
4/9/2024 Stolper Co78,764$1.93M0.7%+0.5%0.038%
4/9/2024 Alaska Permanent Fund Corp100,016$2.45M0.0%+17.7%0.048%
4/9/2024 Massmutual Trust Co. FSB ADV2,062$51K0.0%-43.7%0.001%
4/5/2024 GAMMA Investing LLC2,115$52K0.0%+62.8%0.001%
3/25/2024Quadrature Capital Ltd53,152$1.31M0.0%-27.0%0.025%
3/22/2024PNC Financial Services Group Inc.42,836$1.05M0.0%+17.0%0.020%
3/11/2024Vanguard Group Inc.26,897,100$661.67M0.0%+2.4%12.836%
3/5/2024Wellington Management Group LLP300,330$7.39M0.0%N/A0.143%
3/1/2024 Transcendent Capital Group LLC1,567$39K0.0%N/A0.001%
2/28/2024American International Group Inc.282,954$6.96M0.0%-4.1%0.135%
2/26/2024Neo Ivy Capital Management1,623$40K0.1%N/A0.001%
2/21/2024 V Square Quantitative Management LLC10,929$269K0.1%N/A0.005%
2/15/2024Bragg Financial Advisors Inc652,439$16.05M0.8%+10.0%0.311%
2/15/2024Clear Street Markets LLC4,500$111K0.0%-10.0%0.002%
2/14/2024Point72 Europe London LLP49,866$1.23M0.2%N/A0.024%
2/14/2024Neuberger Berman Group LLC17,659$434K0.0%-23.8%0.008%
2/14/2024Quadrature Capital Ltd53,152$1.31M0.0%-27.0%0.025%
2/14/2024Seven Eight Capital LP32,423$798K0.1%N/A0.015%
2/13/2024Weaver C. Barksdale & Associates Inc.38,878$956K0.9%-20.3%0.019%
2/13/2024American International Group Inc.282,954$6.96M0.0%-4.1%0.135%
2/13/2024Keeley Teton Advisors LLC76,292$1.88M0.2%+32.2%0.036%
2/13/2024Gabelli Funds LLC520,100$12.79M0.1%+0.5%0.248%
2/13/2024The Manufacturers Life Insurance Company 1,059,120$26.05M0.0%+32.8%0.505%
2/13/2024KBC Group NV112,284$2.76M0.0%+79.0%0.054%
2/13/2024Campbell & CO Investment Adviser LLC29,615$729K0.1%-21.2%0.014%
2/12/2024Evoke Wealth LLC19,739$492K0.0%N/A0.009%
2/12/2024Treasurer of the State of North Carolina92,662$2.28M0.0%+1.0%0.044%
2/12/2024United Services Automobile Association15,517$382K0.0%+6.9%0.007%
2/12/2024 Eaton Financial Holdings Company LLC34,007$837K0.2%+15.7%0.016%
2/12/2024Parallel Advisors LLC3,198$79K0.0%-22.5%0.002%
2/12/2024Hsbc Holdings PLC176,818$4.34M0.0%-22.3%0.084%
2/9/2024Nomura Asset Management Co. Ltd.3,246$80K0.0%-75.9%0.002%
2/9/2024 Congress Wealth Management LLC DE 211,852$5.21M0.1%N/A0.101%
2/9/2024Advisory Services Network LLC48,827$1.20M0.0%-5.5%0.023%
2/9/2024Neuberger Berman Group LLC17,659$434K0.0%-23.8%0.008%
2/9/2024 Cambridge Investment Research Advisors Inc.58,001$1.43M0.0%-3.5%0.028%
2/9/2024Aigen Investment Management LP39,202$964K0.2%-30.3%0.019%
2/9/2024Franklin Resources Inc.130,213$3.20M0.0%-18.5%0.062%
2/9/2024Quest Partners LLC23,018$566K0.1%N/A0.011%
2/9/2024Trexquant Investment LP89,902$2.21M0.0%-58.1%0.043%
2/9/2024D.A. Davidson & CO.8,489$209K0.0%-6.9%0.004%
2/9/2024Wells Fargo & Company MN447,866$11.02M0.0%-13.1%0.214%
2/9/2024PNC Financial Services Group Inc.42,836$1.05M0.0%+17.0%0.020%
2/9/2024Dynamic Technology Lab Private Ltd39,357$969K0.1%-2.4%0.019%
2/9/2024Norges Bank1,871,291$46.03M0.0%N/A0.893%
2/8/2024Applied Finance Capital Management LLC12,583$310K0.0%+4.2%0.006%
2/8/2024Longfellow Investment Management Co. LLC396,084$9.74M2.4%+72.2%0.189%
2/8/2024Managed Asset Portfolios LLC684,551$16.84M2.6%+0.6%0.327%
2/8/2024First Eagle Investment Management LLC6,640,603$163.36M0.4%+0.0%3.169%
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2/8/2024Quadrant Capital Group LLC4,346$107K0.0%-35.2%0.002%
2/8/2024 ARGA Investment Management LP49,438$1.22M0.0%+62.8%0.024%
2/8/2024Heartland Advisors Inc.364,450$8.97M0.5%N/A0.174%
2/8/2024 Janney Montgomery Scott LLC236,788$5.83M0.0%-4.6%0.113%
2/8/2024Vanguard Personalized Indexing Management LLC25,380$624K0.0%-39.7%0.012%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.19,121$474K0.0%+4.0%0.009%
2/8/2024Massachusetts Financial Services Co. MA401,655$9.88M0.0%-0.4%0.192%
2/7/2024 Partnership Wealth Management LLC6,750$166K0.1%N/A0.003%
2/7/2024 Principal Financial Group Inc.769,054$18.92M0.0%-0.5%0.367%
2/7/2024Dimensional Fund Advisors LP1,541,109$37.91M0.0%+13.0%0.735%
(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, 516 institutional investors and hedge funds held shares of UGI. The most heavily invested institutionals were BlackRock Inc. ($835.91M), Aurora Investment Counsel ($802.86M), State Street Corp ($715.89M), Vanguard Group Inc. ($661.67M), First Eagle Investment Management LLC ($163.36M), Deutsche Bank AG ($156.24M), and First Trust Advisors LP ($100.45M).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 448 institutional investors that purchased UGI stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($5.65M), State Street Corp ($3.95M), Edmp Inc. ($3.02M), Mitsubishi UFJ Trust & Banking Corp ($2.73M), LSV Asset Management ($2.51M), Norges Bank ($1.87M), and Vanguard Group Inc. ($1.41M).

How much institutional buying is happening at UGI?

Institutional investors have bought a total of 54,213,282 shares in the last 24 months. This purchase volume represents approximately $1.70B in transactions.

Which UGI major shareholders have been selling company stock?

Of the 287 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. ($4.54M), Thompson Siegel & Walmsley LLC ($2.00M), Allspring Global Investments Holdings LLC ($1.73M), Deutsche Bank AG ($1.64M), Massachusetts Financial Services Co. MA ($1.00M), LSV Asset Management ($933.37K), and Victory Capital Management Inc. ($804.33K).

How much institutional selling is happening at UGI?

Institutional investors have sold a total of 31,622,571 shares in the last 24 months. This volume of shares sold represents approximately $938.95M in transactions.


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This page (NYSE:UGI) was last updated on 5/5/2024 by MarketBeat.com Staff

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