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 | 61.50% | 8.03% | 30.47% |
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 |
| Lsv asset management | 4.90M | 2.28% | $178.45M |
| Snyder capital management l p | 4.81M | 2.24% | $175.11M |
| Pictet asset management sa | 3.66M | 1.71% | $133.39M |
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 | 128.72K | 3.39% | $4.28M |
| 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 |
| St. james investment company | 237.27K | 1.24% | $7.89M |
| 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 |
| Neuberger berman group | 1.56M | 0.04% | 1.53M |
| Point72 asset management | 1.59M | 0.11% | 1.33M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Zimmer partners, lp | - | - | -5.31M |
| Blackrock | 27.63M | 0.01% | -2.36M |
| Corvex management lp | - | - | -1.96M |
| Hennessy advisors | 378.45K | 0.43% | -1.89M |
| Qube research | - | - | -1.19M |
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 |
|---|---|
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 6.98M | 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 |
|---|---|---|---|---|
| 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 Q3 | - | - |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q1 | - | - |
UGI Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools