UGI Ownership | Who Owns UGI?
UGI Ownership Summary
UGI is owned by 75.14% institutional investors, 0.10% insiders, and 24.76% 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 3.23% of its assets in UGI shares.
UGI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UGI | 75.14% | 0.10% | 24.76% |
| Sector | Utilities Stocks | 35.28% | 8.46% | 56.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 27.63M | 13.17% | $632.78M |
| Blackrock funding, inc. /de | 25.43M | 11.83% | $951.69M |
| Vanguard group | 22.68M | 10.56% | $848.99M |
| Fmr | 12.71M | 5.92% | $422.90M |
| State street | 9.47M | 4.41% | $318.60M |
| Lsv asset management | 5.78M | 2.69% | $216.18M |
| Fuller & thaler asset management | 5.55M | 2.58% | $207.60M |
| Snyder capital management l p | 5.51M | 2.56% | $206.27M |
| Geode capital management | 4.34M | 2.02% | $162.58M |
| Neuberger berman group | 3.54M | 1.65% | $117.71M |
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 | 5.51M | 3.84% | $206.27M |
| Edmp | 119.33K | 3.67% | $4.47M |
| 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 | 236.71K | 1.42% | $8.86M |
| Rpg investment advisory | 290.80K | 1.24% | $10.88M |
| Bragg financial advisors | 1.11M | 1.22% | $36.87M |
| Covalis capital llp | 298.86K | 1.12% | $9.94M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.94M | 0.01% | 2.94M |
| Captrust financial advisors | 2.58M | 0.21% | 2.57M |
| Invesco | 3.45M | 0.02% | 2.19M |
| Goldman sachs group | 1.94M | 0.01% | 971.73K |
| Mackenzie financial | 722.90K | 0.03% | 671.21K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Zimmer partners, lp | - | - | -5.31M |
| Pictet asset management sa | 1.23M | 0.04% | -2.49M |
| Blackrock | 27.63M | 0.01% | -2.36M |
| Corvex management lp | - | - | -1.96M |
| Vanguard group | 22.68M | 0.01% | -1.60M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.94M | 0.01% | 2.94M | $110.14M |
| Hamlin capital management | 586.94K | 0.53% | 586.94K | $21.97M |
| Artisan partners limited partnership | 573.75K | 0.03% | 573.75K | $19.08M |
| Twin tree management, lp | 491.60K | 0.03% | 491.60K | $11.26M |
| Bw gestao de investimentos ltda. | 401.59K | 0.34% | 401.59K | $15.03M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 505 | 3.70% | 193,556,133 | 8.89% | 90 | 1.27% | 262 | 6.07% | 145 | -2.68% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 6.94M | 3.23% | 293.95K |
| Vanguard US Total Market Shares ETF | 6.77M | 3.15% | 5.22K |
| Vanguard Total Stock Mkt Idx Inv | 6.76M | 3.15% | 12.56K |
| Vanguard Small Cap Index | 4.86M | 2.26% | -175.00 |
| FullerThaler Behavioral Small-Cap Value | 4.79M | 2.23% | -306.40K |
| Undiscovered Managers Behavioral Val L | 4.55M | 2.12% | -315.00K |
| iShares Select Dividend ETF | 4.45M | 2.07% | -20.67K |
| Pictet Glbl Sel Fd Glbl Utilities Eq P | 3.79M | 1.77% | 170.62K |
| Vanguard Small Cap Value Index Inv | 3.12M | 1.45% | -23.58K |
| Vanguard Equity-Income Inv | 2.82M | 1.32% | -673.16K |
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
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