UGI Ownership | Who Owns UGI?
UGI Ownership Summary
UGI is owned by 88.17% institutional investors, 0.11% insiders, and 11.72% 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 | 88.17% | 0.11% | 11.72% |
| Sector | Utilities Stocks | 39.62% | 7.97% | 52.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 27.63M | 13.17% | $632.78M |
| Blackrock funding, inc. /de | 25.28M | 11.77% | $840.69M |
| Vanguard group | 24.29M | 11.31% | $807.74M |
| Fmr | 12.71M | 5.92% | $422.90M |
| State street | 9.47M | 4.41% | $318.60M |
| Fuller & thaler asset management | 6.37M | 2.97% | $211.95M |
| Lsv asset management | 5.89M | 2.74% | $196.04M |
| Snyder capital management l p | 5.35M | 2.49% | $178.08M |
| Geode capital management | 4.48M | 2.08% | $148.86M |
| Pictet asset management sa | 3.66M | 1.71% | $133.39M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hg vora capital management | 1.20M | 5.41% | $39.91M |
| Edmp | 128.72K | 3.39% | $4.28M |
| Snyder capital management l p | 5.35M | 3.37% | $178.08M |
| Miller value partners | 262.00K | 3.20% | $8.71M |
| Callodine capital management, lp | 596.61K | 1.74% | $19.84M |
| Sourcerock group | 716.07K | 1.62% | $23.82M |
| St. james investment company | 237.27K | 1.24% | $7.89M |
| Bragg financial advisors | 1.11M | 1.22% | $36.87M |
| Rpg investment advisory | 286.94K | 1.13% | $9.54M |
| Covalis capital llp | 298.86K | 1.12% | $9.94M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.65M | 0.01% | 3.65M |
| Captrust financial advisors | 2.58M | 0.21% | 2.57M |
| Invesco | 3.45M | 0.02% | 2.19M |
| Lsv asset management | 5.89M | 0.43% | 994.38K |
| Private management group | 721.87K | 0.71% | 721.87K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Zimmer partners, lp | - | - | -5.31M |
| Blackrock | 27.63M | 0.01% | -2.36M |
| Vanguard group | 24.29M | 0.01% | -2.04M |
| Corvex management lp | - | - | -1.96M |
| Hennessy advisors | 378.45K | 0.43% | -1.89M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.65M | 0.01% | 3.65M | $103.11M |
| Private management group | 721.87K | 0.71% | 721.87K | $24.01M |
| Artisan partners limited partnership | 573.75K | 0.03% | 573.75K | $19.08M |
| Twin tree management, lp | 491.60K | 0.03% | 491.60K | $11.26M |
| Qube research | 350.65K | 0.01% | 350.65K | $11.66M |
Sold Out
| Holder | Change |
|---|---|
| Stephens consulting | -1.00 |
| American capital advisory | -3.00 |
| Financial gravity asset management | -6.00 |
| New millennium group | -7.00 |
| Frg family wealth advisors | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 6.98M | 3.25% | - |
| 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 | 5.37M | 2.50% | -456.63K |
| Vanguard Small Cap Index | 5.20M | 2.42% | -35.42K |
| iShares Select Dividend ETF | 4.42M | 2.05% | - |
| Vanguard Small Cap Value Index Inv | 3.35M | 1.56% | 8.11K |
| Pictet Glbl Sel Fd Glbl Utilities Eq P | 3.20M | 1.49% | -15.27K |
| Vanguard Equity-Income Inv | 2.82M | 1.32% | -673.16K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 26, 2025 | Bell Hans G. | President of Subsidiary | Sell | $439.70K |
| Nov 25, 2025 | Hartz Joseph L. | President of Subsidiary | Sell | $580.14K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
UGI Ownership FAQ
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