UGI Ownership | Who Owns UGI?

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UGI Ownership Summary

UGI is owned by 95.04% institutional investors, 0.11% insiders, and 4.85% retail investors. Blackrock is the largest institutional shareholder, holding 13.17% of UGI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.43% of its assets in UGI shares.

UGI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UGI	95.04%	0.11%	4.85%
Sector	Utilities Stocks	156.46%	6.97%	-63.43%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	27.63M	13.17%	$632.78M
Blackrock funding, inc. /de	26.46M	12.32%	$914.06M
Vanguard group	22.68M	10.56%	$848.99M
Fmr	13.99M	6.51%	$483.08M
Vanguard capital management	9.65M	4.49%	$333.21M
Neuberger berman group	8.20M	3.82%	$283.29M
State street	6.87M	3.20%	$239.84M
Lsv asset management	6.23M	2.90%	$215.22M
Fuller & thaler asset management	5.88M	2.74%	$203.20M
Snyder capital management l p	5.37M	2.50%	$185.31M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Hg vora capital management	1.20M	5.41%	$39.91M
Edmp	120.68K	3.35%	$4.17M
Snyder capital management l p	5.37M	3.20%	$185.31M
Hamlin capital management	2.66M	2.06%	$91.75M
Bragg financial advisors	1.73M	1.60%	$59.83M
Stansberry asset management	427.60K	1.35%	$14.77M
Miller value partners	121.00K	0.99%	$4.18M
Private management group	1.06M	0.96%	$36.54M
Oxbow advisors	342.56K	0.96%	$11.83M
Corundum trust company	9.77K	0.90%	$337.56K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	2.63M	0.01%	2.63M
Aqr capital management	3.47M	0.04%	2.54M
Sixth street partners management company	2.47M	0.01%	2.47M
Mitsubishi ufj trust & banking	3.48M	0.26%	993.29K
River road asset management	1.72M	0.66%	942.10K

Top Sellers

Holder	Shares	% Assets	Change
Zimmer partners, lp	-	-	-5.31M
Blackrock	27.63M	0.01%	-2.36M
Corvex management lp	-	-	-1.96M
Point72 asset management	-	-	-1.73M
Vanguard group	22.68M	0.01%	-1.60M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.63M	0.01%	2.63M	$90.75M
Sixth street partners management company	2.47M	0.01%	2.47M	$85.37M
Adage capital partners gp	596.00K	0.03%	596.00K	$20.59M
Twin tree management, lp	491.60K	0.03%	491.60K	$11.26M
Bank of nova scotia	304.42K	0.02%	304.42K	$10.51M

Sold Out

Holder	Change
Stephens consulting	-1.00
Tortoise investment management	-2.00
Curio wealth	-3.00
Palisade asset management	-3.00
Financial consulate	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	624	2.63%	204,178,823	5.25%	95	1.17%	351	22.73%	164	-18.81%
Mar 31, 2026	498	-19.55%	143,107,316	-28.20%	66	0.77%	230	-24.84%	164	-21.90%
Dec 31, 2025	496	-15.50%	161,427,009	-17.68%	75	0.90%	233	-16.49%	177	-11.50%
Sep 30, 2025	561	-6.34%	189,401,068	-0.08%	88	1.13%	269	-14.06%	191	7.91%
Jun 30, 2025	596	2.76%	195,400,684	2.18%	90	1.15%	311	1.63%	176	5.39%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	7.36M	3.43%	226.00
Vanguard MStar Total Stk Mkt Idx Invest	6.82M	3.18%	18.63K
Vanguard Total Stock Mkt Idx Inv	6.80M	3.17%	-26.85K
Vanguard Morn Total Stk Mkt Idx Investor	6.80M	3.17%	-26.85K
Vanguard US Total Market Shares ETF	6.77M	3.15%	5.22K
FullerThaler Beh Small-Cap Value SMA	5.09M	2.37%	4.98M
FullerThaler Behavioral Small-Cap Value	5.09M	2.37%	-13.60K
Vanguard Small Cap Index	4.93M	2.30%	8.61K
Undiscovered Managers Behavioral Val L	4.77M	2.22%	-13.60K
iShares Select Dividend ETF	4.42M	2.06%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 18, 2026	Shea-Ballay Kathleen	GC and Chief Legal Officer	Sell	$852.49K
Feb 11, 2026	Tematio Jean Felix	VP, CAO & Corporate Controller	Sell	$488.85K
Dec 17, 2025	Hartz Joseph L.	President of Subsidiary	Sell	$192.24K
Dec 05, 2025	O'Brien Sean	Chief Financial Officer	Sell	$894.98K
Dec 05, 2025	O'Brien Sean	Chief Financial Officer	Sell	$185.83K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	1
2025 Q4	-	5
2025 Q3	-	-
2025 Q1	1	-
2024 Q4	-	-

UGI Ownership FAQ

Who owns the most shares of UGI?

UGI’s largest shareholders are Blackrock (27.63M shares, 13.17%), Blackrock funding, inc. /de (26.46M shares, 12.32%), and Vanguard group (22.68M shares, 10.56%). Together, they hold 36.05% of UGI’s total shares outstanding.

Does Blackrock own UGI?

Yes, BlackRock owns 13.17% of UGI, totaling 27.63M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 632.78M$. In the last quarter, BlackRock decreased its holdings by -2.36M shares, a -7.87% change.

Who is UGI’s biggest shareholder by percentage of total assets invested?

Hg vora capital management is UGI’s biggest shareholder by percentage of total assets invested, with 5.41% of its assets in 1.2M UGI shares, valued at 39.91M$.

Who is the top mutual fund holder of UGI shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of UGI shares, with 3.43% of its total shares outstanding invested in 7.36M UGI shares.

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