UGI Ownership | Who Owns UGI?
UGI Ownership Summary
UGI is owned by 87.19% institutional investors, 0.42% insiders, and 12.39% retail investors. Vanguard group is the largest institutional shareholder, holding 13.24% of UGI shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.15% of its assets in UGI shares.
UGI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UGI | 87.19% | 0.42% | 12.39% |
| Sector | Utilities Stocks | 58.32% | 6.53% | 35.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 27.77M | 13.24% | $636.00M |
| Blackrock | 27.63M | 13.17% | $632.78M |
| State street | 9.36M | 4.46% | $217.84M |
| Fmr | 6.63M | 3.16% | $151.87M |
| Fuller & thaler asset management | 5.36M | 2.56% | $122.78M |
| Snyder capital management l p | 5.01M | 2.39% | $114.72M |
| Mitsubishi ufj trust & banking | 4.58M | 2.18% | $104.87M |
| Geode capital management | 3.56M | 1.70% | $81.55M |
| Federated hermes | 3.54M | 1.69% | $81.01M |
| First eagle investment management | 3.27M | 1.56% | $74.83M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Miller value partners | 237.00K | 3.47% | $5.43M |
| Decade renewable partners lp | 268.30K | 3.00% | $6.14M |
| Edmp | 128.92K | 2.67% | $2.95M |
| Snyder capital management l p | 5.01M | 2.57% | $114.72M |
| Longfellow investment management | 396.13K | 2.28% | $9.07M |
| Infrastructure capital advisors | 706.59K | 2.09% | $16.18M |
| Callodine capital management, lp | 364.76K | 1.95% | $8.35M |
| Bill few associates | 110.08K | 0.97% | $2.52M |
| Rpg investment advisory | 263.42K | 0.89% | $6.03M |
| Corundum trust company | 11.37K | 0.76% | $260.44K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fuller & thaler asset management | 5.36M | 0.53% | 5.35M |
| Norges bank | 2.52M | 0.01% | 2.52M |
| Jupiter asset management | 2.33M | 0.50% | 2.33M |
| Voloridge investment management | 1.90M | 0.16% | 1.48M |
| Fmr | 6.63M | 0.01% | 1.33M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Zimmer partners, lp | - | - | -5.31M |
| Deutsche bank ag\ | 273.95K | 0.00% | -4.68M |
| Blackrock | 27.63M | 0.01% | -2.36M |
| First eagle investment management | 3.27M | 0.17% | -1.34M |
| Qube research | - | - | -1.19M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.52M | 0.01% | 2.52M | $57.75M |
| Infrastructure capital advisors | 706.59K | 2.09% | 706.59K | $16.18M |
| Cambria investment management | 532.84K | 0.75% | 532.84K | $12.20M |
| Twin tree management, lp | 491.60K | 0.03% | 491.60K | $11.26M |
| Decade renewable partners lp | 268.30K | 3.00% | 268.30K | $6.14M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -6.00 |
| Frg family wealth advisors | -7.00 |
| Householder group estate & retirement specialist | -10.00 |
| Mcclarren financial advisors | -22.00 |
| Creekmur asset management | -24.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 463 | -6.65% | 171,201,167 | -0.36% | 81 | 1.22% | 207 | -10.00% | 158 | -4.82% |
| Jun 30, 2023 | 496 | -6.77% | 171,815,272 | -0.82% | 81 | 1.20% | 230 | -6.88% | 166 | -8.79% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 6.76M | 3.15% | 3.66K |
| Vanguard Total Stock Mkt Idx Inv | 6.74M | 3.14% | -23.07K |
| FullerThaler Behavioral Small-Cap Value | 6.47M | 3.01% | 216.96K |
| Undiscovered Managers Behavioral Val L | 6.13M | 2.86% | 405.69K |
| Vanguard Small Cap Index | 5.38M | 2.51% | 10.55K |
| iShares Select Dividend ETF | 4.47M | 2.08% | -1.50K |
| Vanguard Equity-Income Inv | 4.46M | 2.08% | 274.50K |
| Vanguard Small Cap Value Index Inv | 3.64M | 1.69% | -1.26K |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.21M | 1.49% | 5.78K |
| SPDR® S&P Dividend ETF | 2.50M | 1.16% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Aug 30, 2022 | Walsh John L | Sell | $2.96M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
| 2023 Q3 | - | - |
| 2023 Q2 | 1 | - |
| 2023 Q1 | - | - |
UGI Ownership FAQ
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