UGI Ownership | Who Owns UGI?
UGI Ownership Summary
UGI is owned by 90.96% institutional investors, 0.11% insiders, and 8.93% 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 3.25% of its assets in UGI shares.
UGI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UGI | 90.96% | 0.11% | 8.93% |
| Sector | Utilities Stocks | 61.35% | 8.04% | 30.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 27.63M | 13.17% | $632.78M |
| Vanguard group | 28.29M | 13.15% | $798.58M |
| Blackrock funding, inc. /de | 25.21M | 11.74% | $918.29M |
| Fmr | 11.53M | 5.36% | $325.47M |
| State street | 9.89M | 4.60% | $282.77M |
| Fuller & thaler asset management | 6.84M | 3.18% | $248.94M |
| Geode capital management | 5.06M | 2.35% | $157.20M |
| Federated hermes | 4.96M | 2.31% | $140.10M |
| Lsv asset management | 4.90M | 2.28% | $178.45M |
| Snyder capital management l p | 4.81M | 2.24% | $175.11M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Miller value partners | 292.00K | 4.51% | $10.63M |
| Snyder capital management l p | 4.81M | 3.73% | $175.11M |
| Edmp | 136.33K | 3.65% | $3.85M |
| Hennessy advisors | 2.27M | 2.76% | $82.67M |
| Hg vora capital management | 600.00K | 2.41% | $21.85M |
| Sir capital management | 729.80K | 2.12% | $20.60M |
| Sourcerock group | 1.02M | 2.05% | $28.94M |
| Callodine capital management, lp | 488.11K | 1.84% | $17.78M |
| Bragg financial advisors | 896.87K | 1.17% | $32.66M |
| Cambria investment management | 459.53K | 1.13% | $16.74M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.65M | 0.01% | 3.65M |
| Captrust financial advisors | 2.58M | 0.21% | 2.57M |
| Fmr | 11.53M | 0.02% | 2.11M |
| Mitsubishi ufj trust & banking | 2.47M | 0.21% | 1.56M |
| Neuberger berman group | 1.56M | 0.04% | 1.53M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Zimmer partners, lp | - | - | -5.31M |
| Blackrock | 27.63M | 0.01% | -2.36M |
| Corvex management lp | - | - | -1.96M |
| Qube research | - | - | -1.19M |
| Nfj investment group | - | - | -982.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.65M | 0.01% | 3.65M | $103.11M |
| Twin tree management, lp | 491.60K | 0.03% | 491.60K | $11.26M |
| Marshall wace, llp | 342.37K | 0.01% | 342.37K | $12.47M |
| Stansberry asset management | 195.26K | 0.78% | 195.26K | $7.11M |
| Schroder investment management group | 149.11K | 0.00% | 149.11K | $5.43M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -6.00 |
| Frg family wealth advisors | -7.00 |
| New millennium group | -7.00 |
| Householder group estate & retirement specialist | -10.00 |
| Brown brothers harriman | -21.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 596 | 2.76% | 195,400,684 | 2.18% | 90 | 1.15% | 311 | 1.63% | 176 | 5.39% |
| Mar 31, 2025 | 573 | 9.14% | 191,069,085 | -3.05% | 88 | 1.06% | 304 | 8.96% | 164 | 12.33% |
| Dec 31, 2024 | 505 | 3.70% | 193,556,133 | 8.89% | 90 | 1.27% | 262 | 6.07% | 145 | -2.68% |
| Sep 30, 2024 | 480 | 0.21% | 177,172,089 | -3.18% | 84 | 1.11% | 242 | -6.20% | 148 | 19.35% |
| Jun 30, 2024 | 473 | 3.28% | 182,952,396 | 6.83% | 87 | 1.31% | 253 | 9.05% | 124 | -3.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 6.99M | 3.25% | -12.54K |
| Vanguard US Total Market Shares ETF | 6.77M | 3.15% | 5.22K |
| Vanguard Total Stock Mkt Idx Inv | 6.73M | 3.13% | -163.75K |
| FullerThaler Behavioral Small-Cap Value | 6.05M | 2.81% | -2.74K |
| Undiscovered Managers Behavioral Val L | 5.83M | 2.72% | - |
| Vanguard Small Cap Index | 5.20M | 2.42% | -35.42K |
| iShares Select Dividend ETF | 4.41M | 2.05% | 9.57K |
| Vanguard Small Cap Value Index Inv | 3.35M | 1.56% | 8.11K |
| Pictet Glbl Sel Fd Glbl Utilities Eq P | 3.21M | 1.49% | 167.95K |
| Vanguard Equity-Income Inv | 2.82M | 1.32% | -673.16K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 27, 2025 | Sharp Michael | President of Subsidiary | Buy | $160.04K |
| May 24, 2023 | Perreault Roger | President & CEO | Buy | $99.75K |
| Dec 01, 2022 | HERMANCE FRANK S | - | Sell | $495.21K |
| Nov 01, 2022 | Gaudiosi Monica M | VP, Gen. Counsel & Secretary | Sell | $2.65M |
| Oct 28, 2022 | Perreault Roger | President & CEO | Sell | $572.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
UGI Ownership FAQ
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