UGI Ownership | Who Owns UGI?
UGI Ownership Summary
UGI is owned by 90.05% institutional investors, 0.22% insiders, and 9.73% 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 3.27% of its assets in UGI shares.
UGI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UGI | 90.05% | 0.22% | 9.73% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
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 | 25.88M | 12.03% | $730.64M |
| Fmr | 11.53M | 5.36% | $325.47M |
| State street | 9.89M | 4.60% | $282.77M |
| Fuller & thaler asset management | 7.10M | 3.30% | $200.43M |
| Snyder capital management l p | 5.13M | 2.38% | $144.73M |
| Geode capital management | 5.06M | 2.35% | $157.20M |
| Federated hermes | 4.96M | 2.31% | $140.10M |
| Lsv asset management | 3.79M | 1.76% | $106.89M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Edmp | 136.33K | 3.65% | $3.85M |
| Miller value partners | 292.00K | 3.52% | $8.24M |
| Snyder capital management l p | 5.13M | 3.02% | $144.73M |
| Longfellow investment management | 395.69K | 2.87% | $11.17M |
| Decade renewable partners lp | 163.19K | 2.25% | $4.61M |
| Callodine capital management, lp | 380.10K | 2.22% | $10.73M |
| Sir capital management | 729.80K | 2.12% | $20.60M |
| Sourcerock group | 1.02M | 2.05% | $28.94M |
| Hennessy advisors | 2.38M | 2.00% | $67.07M |
| Corvex management lp | 1.96M | 1.54% | $55.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 3.65M | 0.01% | 3.65M |
| Hennessy advisors | 2.38M | 2.00% | 2.27M |
| Fmr | 11.53M | 0.02% | 2.11M |
| Corvex management lp | 1.96M | 1.54% | 1.96M |
| Pictet asset management sa | 1.74M | 0.05% | 1.71M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Zimmer partners, lp | - | - | -5.31M |
| Blackrock | 27.63M | 0.01% | -2.36M |
| Blackrock funding, inc. /de | 25.88M | 0.01% | -2.08M |
| Mitsubishi ufj trust & banking | 3.17M | 0.21% | -1.97M |
| Qube research | - | - | -1.19M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 3.65M | 0.01% | 3.65M | $103.11M |
| Corvex management lp | 1.96M | 1.54% | 1.96M | $55.35M |
| Twin tree management, lp | 491.60K | 0.03% | 491.60K | $11.26M |
| Winton group | 457.05K | 0.86% | 457.05K | $12.90M |
| Cyndeo wealth partners | 255.97K | 0.49% | 255.97K | $7.23M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -6.00 |
| Frg family wealth advisors | -7.00 |
| Householder group estate & retirement specialist | -10.00 |
| Creekmur asset management | -24.00 |
| Opal wealth advisors | -27.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 458 | -1.08% | 171,248,159 | -0.41% | 81 | 1.21% | 232 | 9.43% | 129 | -21.34% |
| Dec 31, 2023 | 463 | - | 171,960,055 | 0.44% | 81 | 1.23% | 212 | 2.42% | 164 | 3.80% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 7.02M | 3.27% | 12.30K |
| Vanguard Total Stock Mkt Idx Inv | 6.78M | 3.16% | 32.65K |
| Vanguard US Total Market Shares ETF | 6.77M | 3.15% | 5.22K |
| FullerThaler Behavioral Small-Cap Value | 6.46M | 3.01% | 29.76K |
| Undiscovered Managers Behavioral Val L | 6.13M | 2.85% | -25.22K |
| Vanguard Small Cap Index | 5.48M | 2.55% | 4.50K |
| iShares Select Dividend ETF | 4.51M | 2.10% | - |
| Vanguard Equity-Income Inv | 4.23M | 1.97% | -230.22K |
| Vanguard Small Cap Value Index Inv | 3.61M | 1.68% | -12.93K |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.27M | 1.52% | 19.73K |
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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