UGI Ownership | Who Owns UGI?

Overview Forecast RevenueFinancials Chart Transcripts

UGI Ownership Summary

UGI is owned by 66.61% institutional investors, 0.11% insiders, and 33.28% 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 3.38% of its assets in UGI shares.

UGI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UGI	66.61%	0.11%	33.28%
Sector	Utilities Stocks	42.97%	8.04%	49.00%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	27.63M	13.17%	$632.78M
Blackrock funding, inc. /de	25.66M	11.94%	$934.50M
Vanguard group	22.68M	10.56%	$848.99M
Fmr	14.08M	6.55%	$512.88M
Neuberger berman group	8.43M	3.92%	$307.04M
State street	6.75M	3.14%	$248.31M
Lsv asset management	6.20M	2.89%	$225.77M
Snyder capital management l p	5.37M	2.50%	$195.46M
Fuller & thaler asset management	5.34M	2.49%	$194.57M
Geode capital management	4.49M	2.09%	$163.64M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Hg vora capital management	1.20M	5.41%	$39.91M
Snyder capital management l p	5.37M	3.79%	$195.46M
Edmp	118.39K	3.49%	$4.31M
Hamlin capital management	2.64M	2.32%	$96.15M
Bragg financial advisors	1.32M	1.52%	$48.14M
Rpg investment advisory	285.36K	1.25%	$10.39M
Sir capital management	352.45K	1.20%	$12.84M
Miller value partners	121.00K	1.15%	$4.41M
Oxbow advisors	327.31K	1.01%	$11.92M
Private management group	954.42K	1.00%	$34.76M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	2.94M	0.01%	2.94M
Hamlin capital management	2.64M	2.32%	2.05M
Marshall wace, llp	1.62M	0.06%	1.59M
Vanguard fiduciary trust	1.33M	0.01%	1.33M
Arrowstreet capital, limited partnership	1.59M	0.03%	1.25M

Top Sellers

Holder	Shares	% Assets	Change
Zimmer partners, lp	-	-	-5.31M
Blackrock	27.63M	0.01%	-2.36M
State street	6.75M	0.01%	-2.33M
Corvex management lp	-	-	-1.96M
Point72 asset management	-	-	-1.73M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.94M	0.01%	2.94M	$110.14M
Vanguard fiduciary trust	1.33M	0.01%	1.33M	$48.54M
River road asset management	778.69K	0.32%	778.69K	$28.36M
Twin tree management, lp	491.60K	0.03%	491.60K	$11.26M
Vanguard asset management	169.97K	0.01%	169.97K	$6.19M

Sold Out

Holder	Change
Stephens consulting	-1.00
Tortoise investment management	-2.00
Palisade asset management	-3.00
Financial gravity asset management	-6.00
New millennium group	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	573	9.14%	191,069,085	-3.05%	88	1.06%	304	8.96%	164	12.33%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	7.25M	3.38%	-3.65K
Vanguard Total Stock Mkt Idx Inv	6.82M	3.18%	50.19K
Vanguard US Total Market Shares ETF	6.77M	3.15%	5.22K
Vanguard Small Cap Index	4.96M	2.31%	83.27K
FullerThaler Behavioral Small-Cap Value	4.59M	2.14%	-
iShares Select Dividend ETF	4.46M	2.08%	-
Undiscovered Managers Behavioral Val L	4.36M	2.03%	55.40K
Vanguard Small Cap Value Index Inv	3.15M	1.47%	24.64K
Vanguard Equity-Income Inv	2.82M	1.32%	-673.16K
Neuberger Genesis Inv	2.70M	1.26%	523.82K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Nov 26, 2025	Bell Hans G.	President of Subsidiary	Sell	$439.70K

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 (25.66M shares, 11.94%), and Vanguard group (22.68M shares, 10.56%). Together, they hold 35.67% 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 3.38% of its total shares outstanding invested in 7.25M UGI shares.

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