UGI Ownership 2024 | Who Owns UGI Now?
Institutional Ownership
30.68%
Insider Ownership
0.42%
Retail Ownership
68.90%
Institutional Holders
305.00
UGI Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 13.24% | 0.01% | 27,773,019 | 902,362 | 3.36% | 636,002,136 | Jun 30, 2024 |
| BLACKROCK INC. | 13.17% | 0.01% | 27,632,523 | -2,360,192 | -7.87% | 632,784,777 | Jun 30, 2024 |
| STATE STREET CORP | 4.46% | 0.01% | 9,359,883 | -843,386 | -8.27% | 217,842,721,000 | Jun 30, 2024 |
| FMR LLC | 3.16% | 0.01% | 6,631,987 | 1,328,727 | 25.05% | 151,872,496 | Jun 30, 2024 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.56% | 0.53% | 5,361,546 | 5,353,804 | 69152.73% | 122,779,408 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 2.53% | 2.24% | 5,314,367 | 4,314,367 | 431.44% | 121,699,004 | Jun 30, 2024 |
| SNYDER CAPITAL MANAGEMENT L P | 2.39% | 2.57% | 5,009,716 | -264,915 | -5.02% | 114,722,496 | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 2.18% | 0.25% | 4,579,512 | 833,271 | 22.24% | 104,870,826 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.70% | 0.01% | 3,560,032 | 102,986 | 2.98% | 81,546,081 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.69% | 0.19% | 3,537,729 | 788,457 | 28.68% | 81,013,995,000 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 1.56% | 0.17% | 3,267,658 | -1,337,099 | -29.04% | 74,829,368 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.52% | 0.01% | 3,195,143 | 376,602 | 13.36% | 73,168,775,000 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.44% | 0.15% | 3,024,750 | 356,200 | 13.35% | 69,267,000 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.31% | 0.01% | 2,756,111 | -45,023 | -1.61% | 63,114,940 | Jun 30, 2024 |
| MORGAN STANLEY | 1.27% | 0.00% | 2,655,375 | -199,511 | -6.99% | 60,808,128 | Jun 30, 2024 |
| NORGES BANK | 1.20% | 0.01% | 2,522,031 | 2,522,031 | 100.00% | 57,754,510 | Jun 30, 2024 |
| INVESCO LTD. | 1.20% | 0.01% | 2,509,651 | -472,395 | -15.84% | 57,471,007 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 1.17% | 0.15% | 2,445,010 | 1,122,766 | 84.91% | 55,990,732 | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 1.11% | 0.50% | 2,330,610 | 2,330,610 | 100.00% | 53,370,969 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.11% | 0.01% | 2,327,248 | 566,416 | 32.17% | 53,292,900 | Jun 30, 2024 |
UGI's largest institutional shareholder is VANGUARD GROUP INC, holding 13.24% of the company's total share outstanding, currently valued at $636.00M. The top 10 institutional shareholders own together 47.07% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLER VALUE PARTNERS, LLC | 0.11% | 3.47% | 237,000 | 70,000 | 41.92% | 5,427,300 | Jun 30, 2024 |
| DECADE RENEWABLE PARTNERS LP | 0.13% | 3.00% | 268,300 | 268,300 | 100.00% | 6,144,070 | Jun 30, 2024 |
| EDMP, INC. | 0.06% | 2.67% | 128,923 | -7,968 | -5.82% | 2,952,337 | Jun 30, 2024 |
| SNYDER CAPITAL MANAGEMENT L P | 2.39% | 2.57% | 5,009,716 | -264,915 | -5.02% | 114,722,496 | Jun 30, 2024 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 0.19% | 2.28% | 396,131 | 47 | 0.01% | 9,071,400 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 2.53% | 2.24% | 5,314,367 | 4,314,367 | 431.44% | 121,699,004 | Jun 30, 2024 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 0.34% | 2.09% | 706,593 | 706,593 | 100.00% | 16,180,980 | Jun 30, 2024 |
| CALLODINE CAPITAL MANAGEMENT, LP | 0.17% | 1.95% | 364,765 | -185,235 | -33.68% | 8,353,119 | Jun 30, 2024 |
| BILL FEW ASSOCIATES, INC. | 0.05% | 0.97% | 110,079 | 190 | 0.17% | 2,520,809 | Jun 30, 2024 |
| RPG INVESTMENT ADVISORY, LLC | 0.13% | 0.89% | 263,422 | 16,707 | 6.77% | 6,032,364 | Jun 30, 2024 |
| CORUNDUM TRUST COMPANY, INC | 0.01% | 0.76% | 11,373 | 11,373 | 100.00% | 260,442 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.25% | 0.75% | 532,844 | 532,844 | 100.00% | 12,202,128 | Jun 30, 2024 |
| NFJ INVESTMENT GROUP, LLC | 0.50% | 0.74% | 1,054,459 | -734,129 | -41.05% | 24,147,111 | Jun 30, 2024 |
| BRAGG FINANCIAL ADVISORS, INC | 0.34% | 0.74% | 720,564 | 3,962 | 0.55% | 16,500,916 | Jun 30, 2024 |
| STOLPER CO | 0.04% | 0.64% | 79,916 | 1,152 | 1.46% | 1,830,000 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 0.22% | 0.60% | 465,050 | 100,600 | 27.60% | 10,649,645 | Jun 30, 2024 |
| OXBOW ADVISORS, LLC | 0.10% | 0.58% | 216,324 | 4,283 | 2.02% | 4,953,816 | Jun 30, 2024 |
| BURNEY CO/ | 0.30% | 0.55% | 633,764 | -114,820 | -15.34% | 14,513,203 | Jun 30, 2024 |
| ECON FINANCIAL SERVICES CORP | 0.02% | 0.55% | 38,498 | 11,487 | 42.53% | 881,604 | Jun 30, 2024 |
| HOURGLASS CAPITAL, LLC | 0.04% | 0.54% | 79,890 | 16,360 | 25.75% | 1,829,481 | Jun 30, 2024 |
The largest UGI shareholder by % of total assets is MILLER VALUE PARTNERS, LLC. The company owns 237.00K shares of UGI (UGI), representing 3.47% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FULLER & THALER ASSET MANAGEMENT, INC. | 2.56% | 0.53% | 5,361,546 | 5,353,804 | 69152.73% | 122,779,408 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 2.53% | 2.24% | 5,314,367 | 4,314,367 | 431.44% | 121,699,004 | Jun 30, 2024 |
| NORGES BANK | 1.20% | 0.01% | 2,522,031 | 2,522,031 | 100.00% | 57,754,510 | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | 1.11% | 0.50% | 2,330,610 | 2,330,610 | 100.00% | 53,370,969 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.90% | 0.16% | 1,898,646 | 1,481,517 | 355.17% | 43,478,993 | Jun 30, 2024 |
| FMR LLC | 3.16% | 0.01% | 6,631,987 | 1,328,727 | 25.05% | 151,872,496 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 1.17% | 0.15% | 2,445,010 | 1,122,766 | 84.91% | 55,990,732 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.97% | 0.07% | 2,025,457 | 1,073,013 | 112.66% | 46,382,959 | Jun 30, 2024 |
| VANGUARD GROUP INC | 13.24% | 0.01% | 27,773,019 | 902,362 | 3.36% | 636,002,136 | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | 2.18% | 0.25% | 4,579,512 | 833,271 | 22.24% | 104,870,826 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.69% | 0.19% | 3,537,729 | 788,457 | 28.68% | 81,013,995,000 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.44% | 0.03% | 927,184 | 710,100 | 327.11% | 21,232,514 | Jun 30, 2024 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 0.34% | 2.09% | 706,593 | 706,593 | 100.00% | 16,180,980 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.52% | 0.01% | 1,096,382 | 631,124 | 135.65% | 25,107,148 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.47% | 0.01% | 991,155 | 614,067 | 162.84% | 22,697,450 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.11% | 0.01% | 2,327,248 | 566,416 | 32.17% | 53,292,900 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.25% | 0.75% | 532,844 | 532,844 | 100.00% | 12,202,128 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.23% | 0.03% | 491,600 | 491,600 | 100.00% | 11,257,640 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.48% | 0.04% | 1,000,000 | 475,000 | 90.48% | 22,900,000 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.75% | 0.01% | 1,576,858 | 439,312 | 38.62% | 36,125,882 | Jun 30, 2024 |
As of Jun 30 2024, UGI's largest institutional buyer is FULLER & THALER ASSET MANAGEMENT, INC.. The company purchased 5.35M stocks of UGI, valued at $122.78M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DEUTSCHE BANK AG\ | 0.13% | 0.00% | 273,954 | -4,675,428 | -94.46% | 6,273,546 | Jun 30, 2024 |
| BLACKROCK INC. | 13.17% | 0.01% | 27,632,523 | -2,360,192 | -7.87% | 632,784,777 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 1.56% | 0.17% | 3,267,658 | -1,337,099 | -29.04% | 74,829,368 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -1,188,529 | -100.00% | - | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | - | - | - | -1,071,734 | -100.00% | - | Jun 30, 2024 |
| DEPRINCE RACE & ZOLLO INC | 0.21% | 0.23% | 444,619 | -894,280 | -66.79% | 10,181,775 | Jun 30, 2024 |
| STATE STREET CORP | 4.46% | 0.01% | 9,359,883 | -843,386 | -8.27% | 217,842,721,000 | Jun 30, 2024 |
| NFJ INVESTMENT GROUP, LLC | 0.50% | 0.74% | 1,054,459 | -734,129 | -41.05% | 24,147,111 | Jun 30, 2024 |
| MANAGED ASSET PORTFOLIOS, LLC | - | - | - | -702,563 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | 0.00% | 0.00% | 7,649 | -534,860 | -98.59% | 175,000 | Jun 30, 2024 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 0.27% | 0.01% | 556,459 | -508,569 | -47.75% | 12,742,911 | Jun 30, 2024 |
| INVESCO LTD. | 1.20% | 0.01% | 2,509,651 | -472,395 | -15.84% | 57,471,007 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.64% | 0.05% | 1,338,439 | -418,773 | -23.83% | 30,649,850 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.27% | 0.00% | 565,044 | -346,169 | -37.99% | 12,939,508 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.06% | 0.00% | 125,042 | -344,226 | -73.35% | 2,862,873 | Jun 30, 2024 |
| AVENTAIL CAPITAL GROUP, LP | - | - | - | -303,200 | -100.00% | - | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.06% | 0.05% | 133,075 | -277,458 | -67.58% | 3,047,417 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -277,380 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.05% | 0.00% | 100,382 | -266,170 | -72.61% | 2,298,748 | Jun 30, 2024 |
| AMUNDI | - | - | - | -265,738 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, UGI's biggest institutional seller is DEUTSCHE BANK AG\. The company sold -4.68M shares of UGI, valued at $6.27M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.20% | 0.01% | 2,522,031 | 2,522,031 | 100.00% | 57,754,510 | Jun 30, 2024 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 0.34% | 2.09% | 706,593 | 706,593 | 100.00% | 16,180,980 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.25% | 0.75% | 532,844 | 532,844 | 100.00% | 12,202,128 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.23% | 0.03% | 491,600 | 491,600 | 100.00% | 11,257,640 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.14% | 0.02% | 304,100 | 304,100 | 100.00% | 6,963,890 | Jun 30, 2024 |
| DECADE RENEWABLE PARTNERS LP | 0.13% | 3.00% | 268,300 | 268,300 | 100.00% | 6,144,070 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.13% | 0.03% | 265,146 | 265,146 | 100.00% | 6,071,843 | Jun 30, 2024 |
| 0.09% | 0.12% | 179,772 | 179,772 | 100.00% | 4,116,737 | Jun 30, 2024 | |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.07% | 0.07% | 145,258 | 145,258 | 100.00% | 3,326,408 | Jun 30, 2024 |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 0.05% | 0.02% | 101,757 | 101,757 | 100.00% | 2,330,236 | Jun 30, 2024 |
| YAUPON CAPITAL MANAGEMENT LP | 0.05% | 0.12% | 100,000 | 100,000 | 100.00% | 2,290,000 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.04% | 0.02% | 91,191 | 91,191 | 100.00% | 2,088,274 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.04% | 0.00% | 85,144 | 85,144 | 100.00% | 1,949,798 | Jun 30, 2024 |
| STRS OHIO | 0.04% | 0.01% | 81,693 | 81,693 | 100.00% | 1,870,770,000 | Jun 30, 2024 |
| UBS OCONNOR LLC | 0.03% | 0.00% | 71,700 | 71,700 | 100.00% | 73,492 | Jun 30, 2024 |
| INSPIRE ADVISORS, LLC | 0.03% | 0.18% | 60,819 | 60,819 | 100.00% | 1,392,766 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.03% | 0.28% | 60,030 | 60,030 | 100.00% | 1,374,687 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.03% | 0.00% | 58,806 | 58,806 | 100.00% | 1,346,657 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | 0.03% | 0.00% | 58,546 | 58,546 | 100.00% | 1,340,703 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.03% | 0.00% | 58,100 | 58,100 | 100.00% | 1,330,490 | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | 0.03% | 0.01% | 56,313 | 56,313 | 100.00% | 1,289,568 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.02% | 0.01% | 40,257 | 40,257 | 100.00% | 921,885 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.02% | 0.01% | 38,660 | 38,660 | 100.00% | 885,314 | Jun 30, 2024 |
| WRIGHT INVESTORS SERVICE INC | 0.02% | 0.23% | 37,438 | 37,438 | 100.00% | 857,330 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.02% | 0.01% | 32,763 | 32,763 | 100.00% | 750,276 | Jun 30, 2024 |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 0.01% | 0.02% | 28,874 | 28,874 | 100.00% | 661,215 | Jun 30, 2024 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 0.01% | 0.15% | 28,680 | 28,680 | 100.00% | 656,772 | Jun 30, 2024 |
| AGF MANAGEMENT LTD | 0.01% | 0.00% | 27,864 | 27,864 | 100.00% | 638,086 | Jun 30, 2024 |
| MAREN CAPITAL LLC | 0.01% | 0.05% | 21,876 | 21,876 | 100.00% | 500,960 | Jun 30, 2024 |
| CHOREO, LLC | 0.01% | 0.01% | 20,821 | 20,821 | 100.00% | 473,452 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.01% | 0.03% | 20,757 | 20,757 | 100.00% | 475,000 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.01% | 0.00% | 18,383 | 18,383 | 100.00% | 420,971,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.01% | 0.00% | 17,107 | 17,107 | 100.00% | 391,751 | Jun 30, 2024 |
| BRIDGEWATER ASSOCIATES, LP | 0.01% | 0.00% | 14,829 | 14,829 | 100.00% | 339,584 | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | 0.01% | 0.04% | 13,800 | 13,800 | 100.00% | 316,020 | Jun 30, 2024 |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 0.01% | 0.00% | 11,767 | 11,767 | 100.00% | 269,464 | Jun 30, 2024 |
| ALPHA OMEGA WEALTH MANAGEMENT LLC | 0.01% | 0.05% | 11,385 | 11,385 | 100.00% | 260,717 | Jun 30, 2024 |
| CORUNDUM TRUST COMPANY, INC | 0.01% | 0.76% | 11,373 | 11,373 | 100.00% | 260,442 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.00% | 0.03% | 10,228 | 10,228 | 100.00% | 234,221 | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | 0.00% | 0.00% | 9,968 | 9,968 | 100.00% | 228,257 | Jun 30, 2024 |
| FIRST CITIZENS BANK & TRUST CO | 0.00% | 0.00% | 9,900 | 9,900 | 100.00% | 226,709 | Jun 30, 2024 |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.02% | 9,719 | 9,719 | 100.00% | 223,000 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | 0.00% | 0.00% | 9,593 | 9,593 | 100.00% | 219,670 | Jun 30, 2024 |
| BELPOINTE ASSET MANAGEMENT LLC | 0.00% | 0.02% | 9,447 | 9,447 | 100.00% | 216,336 | Jun 30, 2024 |
| SUMMIT TRAIL ADVISORS, LLC | 0.00% | 0.01% | 9,058 | 9,058 | 100.00% | 208,851 | Jun 30, 2024 |
| STEEL PEAK WEALTH MANAGEMENT LLC | 0.00% | 0.01% | 8,970 | 8,970 | 100.00% | 208,777 | Jun 30, 2024 |
| HBK SORCE ADVISORY LLC | 0.00% | 0.01% | 8,803 | 8,803 | 100.00% | 201,594 | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | 0.00% | 0.00% | 5,700 | 5,700 | 100.00% | 131,000 | Jun 30, 2024 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.00% | 0.00% | 2,975 | 2,975 | 100.00% | 68,128 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 2,163 | 2,163 | 100.00% | 49,537 | Jun 30, 2024 |
| DUNCKER STREETT & CO INC | 0.00% | 0.01% | 1,500 | 1,500 | 100.00% | 34,350 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 796 | 796 | 100.00% | 18,229 | Jun 30, 2024 |
| LRI INVESTMENTS, LLC | 0.00% | 0.00% | 684 | 684 | 100.00% | 15,664 | Jun 30, 2024 |
| GRADIENT INVESTMENTS LLC | 0.00% | 0.00% | 586 | 586 | 100.00% | 13,419 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 433 | 433 | 100.00% | 9,916 | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | 0.00% | 0.00% | 300 | 300 | 100.00% | 6,869 | Jun 30, 2024 |
| EAGLE BAY ADVISORS LLC | 0.00% | 0.00% | 218 | 218 | 100.00% | 5,074 | Jun 30, 2024 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 0.00% | 0.00% | 187 | 187 | 100.00% | 4,282 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 160 | 160 | 100.00% | 3,664 | Jun 30, 2024 |
| NAPLES MONEY MANAGEMENT LLC | 0.00% | 0.00% | 132 | 132 | 100.00% | 3,000 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | - | 0.00% | 45 | 45 | 100.00% | 1,022 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 22 | 22 | 100.00% | 504 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 8 | 8 | 100.00% | 183 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | - | 4 | 4 | 100.00% | 92 | Jun 30, 2024 |
UGI's largest new institutional shareholder by number of shares is NORGES BANK, purchased 2.52M shares, valued at $57.75M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -1,188,529 | -100.00% | - | Jun 30, 2024 |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | - | - | - | -1,071,734 | -100.00% | - | Jun 30, 2024 |
| MANAGED ASSET PORTFOLIOS, LLC | - | - | - | -702,563 | -100.00% | - | Jun 30, 2024 |
| AVENTAIL CAPITAL GROUP, LP | - | - | - | -303,200 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -277,380 | -100.00% | - | Jun 30, 2024 |
| AMUNDI | - | - | - | -265,738 | -100.00% | - | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | - | - | - | -247,538 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -208,683 | -100.00% | - | Jun 30, 2024 |
| PHOCAS FINANCIAL CORP. | - | - | - | -169,064 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -111,984 | -100.00% | - | Jun 30, 2024 |
| WBI INVESTMENTS, INC. | - | - | - | -102,546 | -100.00% | - | Jun 30, 2024 |
| NUMERAI GP LLC | - | - | - | -69,274 | -100.00% | - | Jun 30, 2024 |
| ANCORA ADVISORS, LLC | - | - | - | -66,340 | -100.00% | - | Jun 30, 2024 |
| EMPLOYEES RETIREMENT SYSTEM OF TEXAS | - | - | - | -57,880 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -51,447 | -100.00% | - | Jun 30, 2024 |
| CATALYST CAPITAL ADVISORS LLC | - | - | - | -50,920 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -45,514 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -38,500 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -38,389 | -100.00% | - | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | - | - | - | -37,100 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -34,560 | -100.00% | - | Jun 30, 2024 |
| OAK THISTLE LLC | - | - | - | -27,086 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -26,040 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -23,897 | -100.00% | - | Jun 30, 2024 |
| ABUNDANCE WEALTH COUNSELORS | - | - | - | -23,893 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -23,013 | -100.00% | - | Jun 30, 2024 |
| INCEPTIONR LLC | - | - | - | -21,861 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -21,700 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -21,645 | -100.00% | - | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | - | - | - | -20,406 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -15,579 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -14,910 | -100.00% | - | Jun 30, 2024 |
| CERITY PARTNERS LLC | - | - | - | -12,732 | -100.00% | - | Jun 30, 2024 |
| GREENLEAF TRUST | - | - | - | -10,966 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -10,281 | -100.00% | - | Jun 30, 2024 |
| ARISTEIA CAPITAL LLC | - | - | - | -9,737 | -100.00% | - | Jun 30, 2024 |
| APG ASSET MANAGEMENT N.V. | - | - | - | -9,400 | -100.00% | - | Jun 30, 2024 |
| SHELTON CAPITAL MANAGEMENT | - | - | - | -9,172 | -100.00% | - | Jun 30, 2024 |
| GOOD LIFE ADVISORS, LLC | - | - | - | -8,430 | -100.00% | - | Jun 30, 2024 |
| CHESLEY TAFT & ASSOCIATES LLC | - | - | - | -8,280 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -8,055 | -100.00% | - | Jun 30, 2024 |
| HAVERFORD TRUST CO | - | - | - | -7,986 | -100.00% | - | Jun 30, 2024 |
| QUARRY LP | - | - | - | -3,189 | -100.00% | - | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | - | - | -1,774 | -100.00% | - | Jun 30, 2024 |
| COSTELLO ASSET MANAGEMENT, INC | - | - | - | -866 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -700 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -696 | -100.00% | - | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -314 | -100.00% | - | Jun 30, 2024 |
| MATHER GROUP, LLC. | - | - | - | -163 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -118 | -100.00% | - | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | - | - | -27 | -100.00% | - | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | - | - | -24 | -100.00% | - | Jun 30, 2024 |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | - | - | - | -10 | -100.00% | - | Jun 30, 2024 |
| FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
UGI's largest sold out institutional shareholder by shares sold is QUBE RESEARCH & TECHNOLOGIES LTD, sold -1.19M shares, valued at -, as of undefined.
UGI Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AGF Investments Trust | 2.26% | -42,662 | 8,068 | -15.90% | Mar 31, 2024 |
| SCHRODER GLOBAL SERIES TRUST | 1.93% | 3,937 | - | - | Jan 31, 2021 |
| MACQUARIE/FIRST TRUST GLOBAL INFRASTR/UTIL DIV & INC FUND | 1.90% | 597,000 | - | - | Feb 29, 2024 |
| GABELLI DIVIDEND GROWTH FUND | 0.85% | 8,000 | - | - | Dec 29, 2023 |
| Vanguard Montgomery Funds | 0.64% | 152,527 | 23,399 | 18.12% | Mar 31, 2024 |
| KAVILCO INC/WA/ | 0.63% | 4,611 | 4,611 | - | Mar 31, 2021 |
| BRAGG CAPITAL TRUST | 0.59% | 354,075 | - | - | May 31, 2023 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.57% | 668,320 | - | - | Mar 28, 2024 |
| HEARTLAND GROUP INC | 0.53% | 300,000 | - | - | Mar 31, 2024 |
| GABELLI UTILITIES FUND | 0.50% | 355,000 | 7,000 | 2.01% | Dec 29, 2023 |
| Saba Capital Income & Opportunities Fund | 0.46% | 1,147,125 | - | - | Jan 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.44% | 1,713,282 | 15,048 | 0.89% | Mar 28, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.42% | 80,130 | -409 | -0.51% | Mar 28, 2024 |
| SUNAMERICA SENIOR FLOATING RATE FUND INC | 0.39% | 495,215 | - | - | Jun 30, 2021 |
| LORD ABBETT RESEARCH FUND INC | 0.38% | 370,500 | - | - | Feb 29, 2024 |
| Eaton Vance Floating-Rate Income Trust | 0.35% | 1,974,489 | - | - | Feb 29, 2024 |
| MFS SERIES TRUST VII | 0.35% | 56,116 | - | - | Jan 31, 2024 |
| EATON VANCE SENIOR FLOATING RATE TRUST | 0.33% | 1,969,387 | - | - | Jan 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.30% | 129,533 | -9,003 | -6.50% | Jan 31, 2024 |
| EATON VANCE SENIOR INCOME TRUST | 0.30% | 465,500 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.28% | 49,571 | 2,665 | 5.68% | Mar 31, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 0.28% | 145,941 | - | - | Mar 31, 2024 |
| VOYA CREDIT INCOME FUND | 0.28% | 403,987 | - | - | Feb 29, 2024 |
| BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | 0.27% | 330,000 | - | - | Aug 31, 2023 |
| Keeley Funds, Inc. | 0.25% | 64,716 | 15,678 | 31.97% | Dec 29, 2023 |
| Transparent Value Trust | 0.25% | 3,937 | - | - | Dec 31, 2023 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.23% | 13,000 | 12,000 | 1200.00% | Feb 29, 2024 |
| Copeland Trust | 0.23% | 12,952 | - | - | Feb 29, 2024 |
| DELAWARE VIP TRUST | 0.20% | 732,320 | - | - | Mar 28, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.20% | 45,600 | 300 | 0.66% | Jan 31, 2024 |
| Eaton Vance Floating-Rate 2022 Target Term Trust | 0.19% | 388,000 | - | - | Sep 30, 2022 |
| Virtus Dividend, Interest & Premium Strategy Fund | 0.19% | 442,769 | - | - | Jan 31, 2024 |
| BBH Trust | 0.18% | 17,355,525 | - | - | Jan 31, 2024 |
| Absolute Shares Trust | 0.18% | 69,643 | -13,047 | -15.78% | Mar 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.18% | 12,774 | - | - | Sep 30, 2022 |
| VANGUARD FENWAY FUNDS | 0.17% | 4,143,620 | -149,855 | -3.49% | Mar 31, 2024 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.16% | 2,189,982 | - | - | Jan 31, 2024 |
| DELAWARE POOLED TRUST | 0.16% | 169,150 | - | - | Jan 31, 2024 |
| EATON VANCE FLOATING RATE PORTFOLIO/MA | 0.16% | 8,946,203 | - | - | Jan 31, 2024 |
| Global Beta ETF Trust | 0.16% | 435 | - | - | May 31, 2022 |
| FIDELITY CAPITAL TRUST | 0.15% | 1,721,400 | 1,721,400 | - | Jan 31, 2024 |
| SEI Exchange Traded Funds | 0.15% | 2,169 | - | - | Dec 31, 2023 |
| SENIOR DEBT PORTFOLIO | 0.14% | 10,760,266 | - | - | Jan 31, 2024 |
| Federated Hermes Index Trust | 0.14% | 30,876 | 3,983 | 14.81% | Jan 31, 2024 |
| BNY Mellon Investment Funds IV, Inc. | 0.14% | 1,983,553 | 491,053 | 32.90% | Feb 29, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.13% | 3,872 | - | - | Mar 31, 2024 |
| EATON VANCE VARIABLE TRUST | 0.13% | 747,875 | - | - | Mar 31, 2024 |
| Gabelli 787 Fund, Inc. | 0.12% | 10,500 | - | - | Jan 31, 2024 |
| MASTER LARGE CAP SERIES LLC | 0.12% | 109,144 | - | - | Mar 31, 2022 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.12% | 361,032 | - | - | Jan 31, 2024 |
| GABELLI GLOBAL UTILITY & INCOME TRUST | 0.12% | 18,000 | -2,500 | -12.20% | Dec 29, 2023 |
| Legg Mason ETF Investment Trust | 0.11% | 223,729 | - | - | Mar 31, 2024 |
| ANCORA TRUST | 0.10% | 21,220 | -16,550 | -43.82% | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.10% | 426,183 | -15,824 | -3.58% | Feb 29, 2024 |
| Monteagle Funds | 0.09% | 3,600 | - | - | Feb 29, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.09% | 10,706 | - | - | Dec 31, 2020 |
| BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.08% | 23,534 | -10,773 | -31.40% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.08% | 181,391 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.08% | 293,951 | - | - | Jan 31, 2024 |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | 0.08% | 13,894 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.07% | 563,200 | -54,200 | -8.78% | Mar 31, 2024 |
| FIRST TRUST MLP & ENERGY INCOME FUND | 0.07% | 32,839 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.07% | 21,745 | - | - | Mar 31, 2024 |
| JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 0.07% | 465,000 | - | - | Jan 31, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.07% | 4,105 | - | - | Feb 29, 2024 |
| Voya Infrastructure, Industrials & Materials Fund | 0.07% | 16,721 | - | - | Feb 29, 2024 |
| FIRST TRUST ENERGY INCOME & GROWTH FUND | 0.07% | 25,460 | - | - | Feb 29, 2024 |
| EIP INVESTMENT TRUST | 0.06% | 2,978 | - | - | Jan 31, 2024 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.06% | 12,069 | - | - | Feb 29, 2024 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 0.06% | 395,000 | - | - | Jan 31, 2024 |
| FIRST TRUST NEW OPPORTUNITIES MLP & ENERGY FUND | 0.05% | 12,840 | - | - | Jan 31, 2024 |
| Eaton Vance Short Duration Diversified Income Fund | 0.05% | 144,750 | - | - | Jan 31, 2024 |
| HENNESSY FUNDS TRUST | 0.05% | 94,252 | -3,500 | -3.58% | Jan 31, 2024 |
| EATON VANCE LTD DURATION INCOME FUND | 0.05% | 1,037,375 | - | - | Mar 31, 2024 |
| ARCHER INVESTMENT SERIES TRUST | 0.05% | 14,200 | -5,040 | -26.20% | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.04% | 18,670,801 | -3,134,579 | -14.38% | Mar 31, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.04% | 74,000 | - | - | Dec 29, 2023 |
| Impact Shares Trust I | 0.04% | 440 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.04% | 67,552 | -1,949 | -2.80% | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.04% | 247,687 | 3,151 | 1.29% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.04% | 23,539 | 14,969 | 174.67% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.04% | 385,078 | -32,360 | -7.75% | Mar 31, 2024 |
| Salient MF Trust | 0.04% | 43,905 | - | - | Sep 30, 2022 |
| Virtus Investment Trust | 0.03% | 1,198,857 | -87,009 | -6.77% | Mar 28, 2024 |
| Nushares ETF Trust | 0.03% | 252,767 | -8,759 | -3.35% | Jan 31, 2024 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.03% | 740 | - | - | Dec 29, 2023 |
| SYNTAX ETF TRUST | 0.03% | 949 | -80 | -7.77% | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.03% | 23,795 | -6,762 | -22.13% | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.03% | 68,115 | 68,115 | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.03% | 78,700 | 37,100 | 89.18% | Mar 31, 2024 |
| Agility Multi-Asset Income Fund | 0.03% | 2,898 | - | - | Mar 31, 2024 |
| DELAWARE GROUP INCOME FUNDS | 0.03% | 918,192 | - | - | Jan 31, 2024 |
| GABELLI EQUITY TRUST INC | 0.03% | 34,000 | - | - | Dec 29, 2023 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.03% | 9,736 | - | - | Mar 31, 2024 |
| DELAWARE GROUP ADVISER FUNDS | 0.03% | 1,086,540 | - | - | Jan 31, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.02% | 1,373,339 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.02% | 165,203 | 63,535 | 62.49% | Aug 31, 2023 |
| ETFis Series Trust I | 0.02% | 33,024 | - | - | Jan 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.02% | 233,700 | 233,700 | - | Jan 31, 2024 |
| DIAMOND HILL FUNDS | 0.02% | 924,506 | -259,424 | -21.91% | Dec 31, 2023 |
UGI's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -42.66K shares, compromising 2.26% of its total assets.
UGI Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 305 | -33.41% |
| 31 Mar, 24 | 458 | -1.08% |
| 31 Dec, 23 | 463 | 0.43% |
| 30 Sep, 23 | 461 | -6.49% |
| 30 Jun, 23 | 493 | -6.98% |
| 31 Mar, 23 | 530 | -2.39% |
| 31 Dec, 22 | 543 | 8.17% |
| 30 Sep, 22 | 502 | -4.92% |
| 30 Jun, 22 | 528 | -1.86% |
| 31 Mar, 22 | 538 | -4.61% |
| 31 Dec, 21 | 564 | 9.73% |
| 30 Sep, 21 | 514 | 1.98% |
| 30 Jun, 21 | 504 | 1.41% |
| 31 Mar, 21 | 497 | 5.74% |
| 31 Dec, 20 | 470 | 5.86% |
| 30 Sep, 20 | 444 | 1.37% |
| 30 Jun, 20 | 438 | 0.23% |
| 31 Mar, 20 | 437 | -11.36% |
| 31 Dec, 19 | 493 | -5.01% |
| 30 Sep, 19 | 519 | 15.33% |
| 30 Jun, 19 | 450 | -8.91% |
| 31 Mar, 19 | 494 | 3.13% |
| 31 Dec, 18 | 479 | 0.63% |
| 30 Sep, 18 | 476 | 5.08% |
| 30 Jun, 18 | 453 | 0.22% |
| 31 Mar, 18 | 452 | -0.44% |
| 31 Dec, 17 | 454 | 7.58% |
| 30 Sep, 17 | 422 | -2.09% |
| 30 Jun, 17 | 431 | -2.05% |
| 31 Mar, 17 | 440 | 2.56% |
| 31 Dec, 16 | 429 | -1.38% |
| 30 Sep, 16 | 435 | -0.23% |
| 30 Jun, 16 | 436 | 15.04% |
| 31 Mar, 16 | 379 | 1.34% |
| 31 Dec, 15 | 374 | 5.65% |
| 30 Sep, 15 | 354 | -4.07% |
| 30 Jun, 15 | 369 | -0.81% |
| 31 Mar, 15 | 372 | -0.80% |
| 31 Dec, 14 | 375 | 10.29% |
| 30 Sep, 14 | 340 | 0.89% |
| 30 Jun, 14 | 337 | 7.67% |
| 31 Mar, 14 | 313 | 0.32% |
| 31 Dec, 13 | 312 | 1.96% |
| 30 Sep, 13 | 306 | 5.88% |
| 30 Jun, 13 | 289 | 120.61% |
| 31 Mar, 13 | 131 | 1.55% |
| 31 Dec, 12 | 129 | 20.56% |
| 30 Sep, 12 | 107 | -9.32% |
| 30 Jun, 12 | 118 | 10.28% |
| 31 Mar, 12 | 107 | -0.93% |
| 31 Dec, 11 | 108 | 10.20% |
| 30 Sep, 11 | 98 | 11.36% |
| 30 Jun, 11 | 88 | - |
| 31 Mar, 11 | 88 | 17.33% |
| 31 Dec, 10 | 75 | -6.25% |
| 30 Sep, 10 | 80 | 12.68% |
| 30 Jun, 10 | 71 | -6.58% |
| 31 Mar, 10 | 76 | -1.30% |
| 31 Dec, 09 | 77 | -12.50% |
| 30 Sep, 09 | 88 | 1.15% |
| 30 Jun, 09 | 87 | -5.43% |
| 31 Mar, 09 | 92 | 15.00% |
| 31 Dec, 08 | 80 | -3.61% |
| 30 Sep, 08 | 83 | 9.21% |
| 30 Jun, 08 | 76 | -1.30% |
| 31 Mar, 08 | 77 | 8.45% |
| 31 Dec, 07 | 71 | 7.58% |
| 30 Sep, 07 | 66 | 10.00% |
| 30 Jun, 07 | 60 | -3.23% |
| 31 Mar, 07 | 62 | -1.59% |
| 31 Dec, 06 | 63 | 23.53% |
| 30 Sep, 06 | 51 | 6.25% |
| 30 Jun, 06 | 48 | -5.88% |
| 31 Mar, 06 | 51 | 8.51% |
| 31 Dec, 05 | 47 | - |
| 30 Sep, 05 | 47 | -16.07% |
| 30 Jun, 05 | 56 | 16.67% |
| 31 Mar, 05 | 48 | 6.67% |
| 31 Dec, 04 | 45 | 15.38% |
| 30 Sep, 04 | 39 | 5.41% |
| 30 Jun, 04 | 37 | -17.78% |
| 31 Mar, 04 | 45 | 32.35% |
| 31 Dec, 03 | 34 | -5.56% |
| 30 Sep, 03 | 36 | 2.86% |
| 30 Jun, 03 | 35 | 6.06% |
| 31 Mar, 03 | 33 | 10.00% |
| 31 Dec, 02 | 30 | 15.38% |
| 30 Sep, 02 | 26 | - |
| 30 Jun, 02 | 26 | - |
| 31 Mar, 02 | 26 | 100.00% |
| 31 Dec, 01 | 13 | -27.78% |
| 30 Sep, 01 | 18 | 12.50% |
| 30 Jun, 01 | 16 | - |
| 31 Mar, 01 | 16 | 14.29% |
| 31 Dec, 00 | 14 | - |
| 30 Sep, 00 | 14 | -6.67% |
| 30 Jun, 00 | 15 | 25.00% |
| 31 Mar, 00 | 12 | - |
| 31 Dec, 99 | 12 | 9.09% |
| 30 Sep, 99 | 11 | -8.33% |
| 30 Jun, 99 | 12 | 9.09% |
| 31 Mar, 99 | 11 | - |
As of 30 Jun 24, 305 institutions are holding UGI's shares, representing a decrease of -33.41% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 64,372,417 | -62.41% |
| 31 Mar, 24 | 171,248,157 | -0.41% |
| 31 Dec, 23 | 171,960,055 | 2.16% |
| 30 Sep, 23 | 168,327,864 | -1.02% |
| 30 Jun, 23 | 170,070,729 | -1.79% |
| 31 Mar, 23 | 173,179,265 | -1.41% |
| 31 Dec, 22 | 175,655,625 | 2.67% |
| 30 Sep, 22 | 171,088,662 | -0.17% |
| 30 Jun, 22 | 171,377,996 | -1.28% |
| 31 Mar, 22 | 173,606,488 | 3.05% |
| 31 Dec, 21 | 168,474,424 | -0.19% |
| 30 Sep, 21 | 168,793,775 | -0.75% |
| 30 Jun, 21 | 170,076,506 | 2.56% |
| 31 Mar, 21 | 165,824,279 | -0.36% |
| 31 Dec, 20 | 166,427,842 | 2.30% |
| 30 Sep, 20 | 162,686,915 | 0.11% |
| 30 Jun, 20 | 162,501,641 | -1.55% |
| 31 Mar, 20 | 165,065,858 | 2.00% |
| 31 Dec, 19 | 161,834,781 | 2.69% |
| 30 Sep, 19 | 157,602,250 | 7.30% |
| 30 Jun, 19 | 146,884,479 | 6.17% |
| 31 Mar, 19 | 138,351,463 | -0.26% |
| 31 Dec, 18 | 138,707,598 | 0.93% |
| 30 Sep, 18 | 137,423,392 | 1.00% |
| 30 Jun, 18 | 136,058,129 | -1.06% |
| 31 Mar, 18 | 137,513,534 | 1.72% |
| 31 Dec, 17 | 135,183,273 | 0.16% |
| 30 Sep, 17 | 134,961,563 | -0.86% |
| 30 Jun, 17 | 136,134,979 | -0.80% |
| 31 Mar, 17 | 137,232,102 | 1.34% |
| 31 Dec, 16 | 135,414,104 | -0.20% |
| 30 Sep, 16 | 135,680,427 | -1.10% |
| 30 Jun, 16 | 137,183,626 | 1.75% |
| 31 Mar, 16 | 134,820,261 | 0.34% |
| 31 Dec, 15 | 134,362,101 | -0.38% |
| 30 Sep, 15 | 134,879,206 | 0.26% |
| 30 Jun, 15 | 134,525,643 | 2.05% |
| 31 Mar, 15 | 131,827,532 | -1.35% |
| 31 Dec, 14 | 133,625,361 | -0.73% |
| 30 Sep, 14 | 134,604,799 | 48.37% |
| 30 Jun, 14 | 90,720,007 | -0.76% |
| 31 Mar, 14 | 91,417,200 | 2.74% |
| 31 Dec, 13 | 88,979,897 | -0.65% |
| 30 Sep, 13 | 89,562,414 | 4.47% |
| 30 Jun, 13 | 85,734,122 | 126.94% |
| 31 Mar, 13 | 37,778,641 | -9.46% |
| 31 Dec, 12 | 41,725,903 | -4.24% |
| 30 Sep, 12 | 43,573,261 | -6.95% |
| 30 Jun, 12 | 46,830,146 | 6.33% |
| 31 Mar, 12 | 44,043,507 | -9.64% |
| 31 Dec, 11 | 48,741,895 | 32.68% |
| 30 Sep, 11 | 36,735,998 | -18.08% |
| 30 Jun, 11 | 44,843,110 | 2.73% |
| 31 Mar, 11 | 43,653,301 | 20.79% |
| 31 Dec, 10 | 36,140,682 | 9.81% |
| 30 Sep, 10 | 32,910,631 | 5.91% |
| 30 Jun, 10 | 31,073,100 | 3.05% |
| 31 Mar, 10 | 30,153,561 | -20.37% |
| 31 Dec, 09 | 37,869,237 | 17.13% |
| 30 Sep, 09 | 32,330,576 | 0.38% |
| 30 Jun, 09 | 32,209,310 | -5.04% |
| 31 Mar, 09 | 33,918,920 | -24.11% |
| 31 Dec, 08 | 44,694,983 | 60.45% |
| 30 Sep, 08 | 27,855,639 | 5.83% |
| 30 Jun, 08 | 26,321,461 | 2.98% |
| 31 Mar, 08 | 25,558,603 | -0.13% |
| 31 Dec, 07 | 25,591,122 | 1.78% |
| 30 Sep, 07 | 25,144,021 | 11.09% |
| 30 Jun, 07 | 22,634,643 | 19.55% |
| 31 Mar, 07 | 18,932,787 | 15.70% |
| 31 Dec, 06 | 16,364,113 | 10.53% |
| 30 Sep, 06 | 14,804,919 | -0.58% |
| 30 Jun, 06 | 14,891,197 | -9.02% |
| 31 Mar, 06 | 16,368,093 | -16.40% |
| 31 Dec, 05 | 19,578,628 | 80.86% |
| 30 Sep, 05 | 10,825,446 | -36.80% |
| 30 Jun, 05 | 17,128,861 | 139.45% |
| 31 Mar, 05 | 7,153,292 | -10.11% |
| 31 Dec, 04 | 7,957,751 | 83.85% |
| 30 Sep, 04 | 4,328,421 | -36.06% |
| 30 Jun, 04 | 6,769,690 | -5.85% |
| 31 Mar, 04 | 7,190,470 | 38.50% |
| 31 Dec, 03 | 5,191,772 | -22.13% |
| 30 Sep, 03 | 6,667,444 | 38.19% |
| 30 Jun, 03 | 4,824,738 | 78.74% |
| 31 Mar, 03 | 2,699,359 | -8.61% |
| 31 Dec, 02 | 2,953,633 | 19.88% |
| 30 Sep, 02 | 2,463,883 | -4.81% |
| 30 Jun, 02 | 2,588,470 | -2.12% |
| 31 Mar, 02 | 2,644,513 | 38.77% |
| 31 Dec, 01 | 1,905,714 | -10.94% |
| 30 Sep, 01 | 2,139,824 | -10.26% |
| 30 Jun, 01 | 2,384,539 | 58.68% |
| 31 Mar, 01 | 1,502,729 | 6.30% |
| 31 Dec, 00 | 1,413,722 | -57.80% |
| 30 Sep, 00 | 3,349,761 | 10.73% |
| 30 Jun, 00 | 3,025,120 | -12.05% |
| 31 Mar, 00 | 3,439,772 | -5.09% |
| 31 Dec, 99 | 3,624,233 | -21.71% |
| 30 Sep, 99 | 4,629,224 | -6.43% |
| 30 Jun, 99 | 4,947,343 | 7.28% |
| 31 Mar, 99 | 4,611,580 | - |
UGI (UGI) has 64.37M shares outstanding as of 30 Jun 24, down -62.41% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 30.68% | 0.46% |
| 31 Mar, 24 | 81.61% | 1.21% |
| 31 Dec, 23 | 81.97% | 1.27% |
| 30 Sep, 23 | 80.23% | 1.22% |
| 30 Jun, 23 | 81.10% | 1.19% |
| 31 Mar, 23 | 82.52% | 1.18% |
| 31 Dec, 22 | 83.67% | 1.26% |
| 30 Sep, 22 | 81.49% | 1.23% |
| 30 Jun, 22 | 81.53% | 1.19% |
| 31 Mar, 22 | 82.61% | 1.28% |
| 31 Dec, 21 | 80.35% | 1.23% |
| 30 Sep, 21 | 80.74% | 1.22% |
| 30 Jun, 21 | 81.34% | 1.29% |
| 31 Mar, 21 | 79.37% | 1.25% |
| 31 Dec, 20 | 79.72% | 1.31% |
| 30 Sep, 20 | 77.97% | 1.28% |
| 30 Jun, 20 | 77.90% | 1.25% |
| 31 Mar, 20 | 79.00% | 1.32% |
| 31 Dec, 19 | 77.27% | 1.12% |
| 30 Sep, 19 | 82.99% | 1.17% |
| 30 Jun, 19 | 84.05% | 1.34% |
| 31 Mar, 19 | 79.28% | 1.25% |
| 31 Dec, 18 | 79.53% | 1.28% |
| 30 Sep, 18 | 78.80% | 1.29% |
| 30 Jun, 18 | 78.20% | 1.25% |
| 31 Mar, 18 | 79.23% | 1.31% |
| 31 Dec, 17 | 77.84% | 1.29% |
| 30 Sep, 17 | 77.67% | 1.27% |
| 30 Jun, 17 | 78.35% | 1.25% |
| 31 Mar, 17 | 79.04% | 1.30% |
| 31 Dec, 16 | 78.04% | 1.27% |
| 30 Sep, 16 | 78.36% | 1.25% |
| 30 Jun, 16 | 79.12% | 1.30% |
| 31 Mar, 16 | 78.10% | 1.29% |
| 31 Dec, 15 | 77.73% | 1.28% |
| 30 Sep, 15 | 77.91% | 1.29% |
| 30 Jun, 15 | 77.70% | 1.34% |
| 31 Mar, 15 | 76.13% | 1.28% |
| 31 Dec, 14 | 77.26% | 1.27% |
| 30 Sep, 14 | 77.86% | 2.83% |
| 30 Jun, 14 | 52.42% | 1.87% |
| 31 Mar, 14 | 52.92% | 1.98% |
| 31 Dec, 13 | 51.66% | 1.88% |
| 30 Sep, 13 | 52.41% | 2.09% |
| 30 Jun, 13 | 50.03% | 10.20% |
| 31 Mar, 13 | 22.15% | 3.66% |
| 31 Dec, 12 | 24.59% | 3.69% |
| 30 Sep, 12 | 25.80% | 3.36% |
| 30 Jun, 12 | 27.70% | 4.07% |
| 31 Mar, 12 | 26.10% | 3.11% |
| 31 Dec, 11 | 28.95% | 6.05% |
| 30 Sep, 11 | 21.88% | 3.07% |
| 30 Jun, 11 | 26.69% | 3.93% |
| 31 Mar, 11 | 26.07% | 5.52% |
| 31 Dec, 10 | 21.73% | 5.42% |
| 30 Sep, 10 | 20.02% | 5.61% |
| 30 Jun, 10 | 18.89% | 5.58% |
| 31 Mar, 10 | 18.40% | 3.44% |
| 31 Dec, 09 | 23.15% | 5.87% |
| 30 Sep, 09 | 19.86% | 5.08% |
| 30 Jun, 09 | 19.77% | 4.54% |
| 31 Mar, 09 | 20.86% | 2.75% |
| 31 Dec, 08 | 27.53% | 9.21% |
| 30 Sep, 08 | 17.29% | 6.48% |
| 30 Jun, 08 | 16.34% | 6.46% |
| 31 Mar, 08 | 15.91% | 6.25% |
| 31 Dec, 07 | 15.95% | 6.43% |
| 30 Sep, 07 | 15.75% | 7.87% |
| 30 Jun, 07 | 14.15% | 10.04% |
| 31 Mar, 07 | 11.87% | 11.19% |
| 31 Dec, 06 | 10.30% | 11.76% |
| 30 Sep, 06 | 9.36% | 10.59% |
| 30 Jun, 06 | 9.40% | 8.76% |
| 31 Mar, 06 | 10.36% | 6.72% |
| 31 Dec, 05 | 12.41% | 25.72% |
| 30 Sep, 05 | 6.95% | 5.80% |
| 30 Jun, 05 | 10.95% | 51.65% |
| 31 Mar, 05 | 4.60% | 17.27% |
| 31 Dec, 04 | 5.16% | 55.51% |
| 30 Sep, 04 | 3.05% | 15.53% |
| 30 Jun, 04 | 4.43% | 15.14% |
| 31 Mar, 04 | 5.41% | 33.15% |
| 31 Dec, 03 | 4.04% | 14.63% |
| 30 Sep, 03 | 5.25% | 36.61% |
| 30 Jun, 03 | 3.79% | 82.38% |
| 31 Mar, 03 | 2.14% | 38.45% |
| 31 Dec, 02 | 2.36% | 58.64% |
| 30 Sep, 02 | 2.01% | 46.13% |
| 30 Jun, 02 | 2.09% | 45.71% |
| 31 Mar, 02 | 2.14% | 89.34% |
| 31 Dec, 01 | 1.55% | 50.39% |
| 30 Sep, 01 | 1.75% | 46.05% |
| 30 Jun, 01 | 1.95% | 128.57% |
| 31 Mar, 01 | 1.23% | 91.38% |
| 31 Dec, 00 | 1.16% | 15.66% |
| 30 Sep, 00 | 2.72% | 44.54% |
| 30 Jun, 00 | 2.47% | 31.51% |
| 31 Mar, 00 | 2.80% | 32.18% |
| 31 Dec, 99 | 2.95% | 24.47% |
| 30 Sep, 99 | 3.47% | 28.78% |
| 30 Jun, 99 | 3.47% | 35.13% |
| 31 Mar, 99 | 3.14% | - |
As of 30 Jun 24, UGI is held by 30.68% institutional shareholders, representing a 0.46% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 156 | -32.76% |
| 31 Mar, 24 | 232 | 8.92% |
| 31 Dec, 23 | 213 | 3.90% |
| 30 Sep, 23 | 205 | -10.09% |
| 30 Jun, 23 | 228 | -7.69% |
| 31 Mar, 23 | 247 | -11.15% |
| 31 Dec, 22 | 278 | 34.95% |
| 30 Sep, 22 | 206 | -21.67% |
| 30 Jun, 22 | 263 | -3.31% |
| 31 Mar, 22 | 272 | -2.16% |
| 31 Dec, 21 | 278 | 33.01% |
| 30 Sep, 21 | 209 | -12.18% |
| 30 Jun, 21 | 238 | 3.48% |
| 31 Mar, 21 | 230 | 10.58% |
| 31 Dec, 20 | 208 | 0.48% |
| 30 Sep, 20 | 207 | 4.02% |
| 30 Jun, 20 | 199 | 6.42% |
| 31 Mar, 20 | 187 | -13.43% |
| 31 Dec, 19 | 216 | -33.94% |
| 30 Sep, 19 | 327 | 83.71% |
| 30 Jun, 19 | 178 | -19.82% |
| 31 Mar, 19 | 222 | -3.06% |
| 31 Dec, 18 | 229 | 1.78% |
| 30 Sep, 18 | 225 | 16.58% |
| 30 Jun, 18 | 193 | -2.03% |
| 31 Mar, 18 | 197 | -2.96% |
| 31 Dec, 17 | 203 | 10.33% |
| 30 Sep, 17 | 184 | 2.22% |
| 30 Jun, 17 | 180 | -3.74% |
| 31 Mar, 17 | 187 | 8.72% |
| 31 Dec, 16 | 172 | -7.53% |
| 30 Sep, 16 | 186 | -21.19% |
| 30 Jun, 16 | 236 | 42.17% |
| 31 Mar, 16 | 166 | -6.74% |
| 31 Dec, 15 | 178 | 25.35% |
| 30 Sep, 15 | 142 | -4.70% |
| 30 Jun, 15 | 149 | -23.20% |
| 31 Mar, 15 | 194 | 6.59% |
| 31 Dec, 14 | 182 | -40.91% |
| 30 Sep, 14 | 308 | 103.97% |
| 30 Jun, 14 | 151 | 7.86% |
| 31 Mar, 14 | 140 | 6.06% |
| 31 Dec, 13 | 132 | -14.29% |
| 30 Sep, 13 | 154 | -27.70% |
| 30 Jun, 13 | 213 | 187.84% |
| 31 Mar, 13 | 74 | 10.45% |
| 31 Dec, 12 | 67 | 34.00% |
| 30 Sep, 12 | 50 | -12.28% |
| 30 Jun, 12 | 57 | -8.06% |
| 31 Mar, 12 | 62 | -11.43% |
| 31 Dec, 11 | 70 | 45.83% |
| 30 Sep, 11 | 48 | 14.29% |
| 30 Jun, 11 | 42 | -8.70% |
| 31 Mar, 11 | 46 | 15.00% |
| 31 Dec, 10 | 40 | -6.98% |
| 30 Sep, 10 | 43 | 13.16% |
| 30 Jun, 10 | 38 | 5.56% |
| 31 Mar, 10 | 36 | -14.29% |
| 31 Dec, 09 | 42 | -8.70% |
| 30 Sep, 09 | 46 | -11.54% |
| 30 Jun, 09 | 52 | -10.34% |
| 31 Mar, 09 | 58 | 18.37% |
| 31 Dec, 08 | 49 | 11.36% |
| 30 Sep, 08 | 44 | 7.32% |
| 30 Jun, 08 | 41 | 10.81% |
| 31 Mar, 08 | 37 | -9.76% |
| 31 Dec, 07 | 41 | 41.38% |
| 30 Sep, 07 | 29 | -12.12% |
| 30 Jun, 07 | 33 | -5.71% |
| 31 Mar, 07 | 35 | -5.41% |
| 31 Dec, 06 | 37 | 37.04% |
| 30 Sep, 06 | 27 | 22.73% |
| 30 Jun, 06 | 22 | -21.43% |
| 31 Mar, 06 | 28 | 3.70% |
| 31 Dec, 05 | 27 | 8.00% |
| 30 Sep, 05 | 25 | -50.98% |
| 30 Jun, 05 | 51 | 168.42% |
| 31 Mar, 05 | 19 | -26.92% |
| 31 Dec, 04 | 26 | -10.34% |
| 30 Sep, 04 | 29 | 52.63% |
| 30 Jun, 04 | 19 | -36.67% |
| 31 Mar, 04 | 30 | 130.77% |
| 31 Dec, 03 | 13 | -13.33% |
| 30 Sep, 03 | 15 | -48.28% |
| 30 Jun, 03 | 29 | 26.09% |
| 31 Mar, 03 | 23 | 15.00% |
| 31 Dec, 02 | 20 | 53.85% |
| 30 Sep, 02 | 13 | 8.33% |
| 30 Jun, 02 | 12 | -42.86% |
| 31 Mar, 02 | 21 | 133.33% |
| 31 Dec, 01 | 9 | -25.00% |
| 30 Sep, 01 | 12 | - |
| 30 Jun, 01 | 12 | 33.33% |
| 31 Mar, 01 | 9 | 50.00% |
| 31 Dec, 00 | 6 | 20.00% |
| 30 Sep, 00 | 5 | -44.44% |
| 30 Jun, 00 | 9 | 350.00% |
| 31 Mar, 00 | 2 | -60.00% |
| 31 Dec, 99 | 5 | 25.00% |
| 30 Sep, 99 | 4 | -42.86% |
| 30 Jun, 99 | 7 | -36.36% |
| 31 Mar, 99 | 11 | - |
156 institutional shareholders have increased their position in UGI stock as of 30 Jun 24 compared to 232 in the previous quarter (a -32.76% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 81 | -37.21% |
| 31 Mar, 24 | 129 | -20.86% |
| 31 Dec, 23 | 163 | 3.16% |
| 30 Sep, 23 | 158 | -4.82% |
| 30 Jun, 23 | 166 | -8.29% |
| 31 Mar, 23 | 181 | 7.10% |
| 31 Dec, 22 | 169 | -14.21% |
| 30 Sep, 22 | 197 | 27.10% |
| 30 Jun, 22 | 155 | -5.49% |
| 31 Mar, 22 | 164 | -2.96% |
| 31 Dec, 21 | 169 | -3.43% |
| 30 Sep, 21 | 175 | 28.68% |
| 30 Jun, 21 | 136 | -10.53% |
| 31 Mar, 21 | 152 | -5.00% |
| 31 Dec, 20 | 160 | 9.59% |
| 30 Sep, 20 | 146 | -1.35% |
| 30 Jun, 20 | 148 | -2.63% |
| 31 Mar, 20 | 152 | -13.64% |
| 31 Dec, 19 | 176 | 60.00% |
| 30 Sep, 19 | 110 | -37.85% |
| 30 Jun, 19 | 177 | 9.94% |
| 31 Mar, 19 | 161 | 13.38% |
| 31 Dec, 18 | 142 | 4.41% |
| 30 Sep, 18 | 136 | -12.82% |
| 30 Jun, 18 | 156 | 5.41% |
| 31 Mar, 18 | 148 | -1.33% |
| 31 Dec, 17 | 150 | 9.49% |
| 30 Sep, 17 | 137 | -14.37% |
| 30 Jun, 17 | 160 | 11.11% |
| 31 Mar, 17 | 144 | -9.43% |
| 31 Dec, 16 | 159 | 15.22% |
| 30 Sep, 16 | 138 | 15.00% |
| 30 Jun, 16 | 120 | -6.25% |
| 31 Mar, 16 | 128 | 9.40% |
| 31 Dec, 15 | 117 | -7.87% |
| 30 Sep, 15 | 127 | -8.63% |
| 30 Jun, 15 | 139 | 17.80% |
| 31 Mar, 15 | 118 | -3.28% |
| 31 Dec, 14 | 122 | 542.11% |
| 30 Sep, 14 | 19 | -82.57% |
| 30 Jun, 14 | 109 | -3.54% |
| 31 Mar, 14 | 113 | 11.88% |
| 31 Dec, 13 | 101 | 2.02% |
| 30 Sep, 13 | 99 | 147.50% |
| 30 Jun, 13 | 40 | 21.21% |
| 31 Mar, 13 | 33 | -15.38% |
| 31 Dec, 12 | 39 | 5.41% |
| 30 Sep, 12 | 37 | -13.95% |
| 30 Jun, 12 | 43 | 26.47% |
| 31 Mar, 12 | 34 | 47.83% |
| 31 Dec, 11 | 23 | -23.33% |
| 30 Sep, 11 | 30 | 11.11% |
| 30 Jun, 11 | 27 | - |
| 31 Mar, 11 | 27 | 3.85% |
| 31 Dec, 10 | 26 | 4.00% |
| 30 Sep, 10 | 25 | 13.64% |
| 30 Jun, 10 | 22 | -29.03% |
| 31 Mar, 10 | 31 | 24.00% |
| 31 Dec, 09 | 25 | -24.24% |
| 30 Sep, 09 | 33 | 57.14% |
| 30 Jun, 09 | 21 | - |
| 31 Mar, 09 | 21 | 23.53% |
| 31 Dec, 08 | 17 | -19.05% |
| 30 Sep, 08 | 21 | 31.25% |
| 30 Jun, 08 | 16 | -36.00% |
| 31 Mar, 08 | 25 | 47.06% |
| 31 Dec, 07 | 17 | -26.09% |
| 30 Sep, 07 | 23 | 53.33% |
| 30 Jun, 07 | 15 | 25.00% |
| 31 Mar, 07 | 12 | - |
| 31 Dec, 06 | 12 | -7.69% |
| 30 Sep, 06 | 13 | -27.78% |
| 30 Jun, 06 | 18 | 20.00% |
| 31 Mar, 06 | 15 | 15.38% |
| 31 Dec, 05 | 13 | 44.44% |
| 30 Sep, 05 | 9 | 200.00% |
| 30 Jun, 05 | 3 | -82.35% |
| 31 Mar, 05 | 17 | 70.00% |
| 31 Dec, 04 | 10 | 66.67% |
| 30 Sep, 04 | 6 | -33.33% |
| 30 Jun, 04 | 9 | -10.00% |
| 31 Mar, 04 | 10 | -28.57% |
| 31 Dec, 03 | 14 | - |
| 30 Sep, 03 | 14 | 180.00% |
| 30 Jun, 03 | 5 | -44.44% |
| 31 Mar, 03 | 9 | 12.50% |
| 31 Dec, 02 | 8 | -20.00% |
| 30 Sep, 02 | 10 | 11.11% |
| 30 Jun, 02 | 9 | 200.00% |
| 31 Mar, 02 | 3 | 50.00% |
| 31 Dec, 01 | 2 | -33.33% |
| 30 Sep, 01 | 3 | 50.00% |
| 30 Jun, 01 | 2 | -60.00% |
| 31 Mar, 01 | 5 | - |
| 31 Dec, 00 | 5 | -16.67% |
| 30 Sep, 00 | 6 | 100.00% |
| 30 Jun, 00 | 3 | -50.00% |
| 31 Mar, 00 | 6 | - |
| 31 Dec, 99 | 6 | 100.00% |
| 30 Sep, 99 | 3 | 50.00% |
| 30 Jun, 99 | 2 | - |
| 31 Mar, 99 | - | - |
81 institutional shareholders have reduced their position in UGI stock as of 30 Jun 24 compared to 129 in the previous quarter (a -37.21% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 305 | -33.41% | 64,372,417 | -62.41% | 30.68% | 0.46% | 156 | -32.76% | 81 | -37.21% |
| 31 Mar, 24 | 458 | -1.08% | 171,248,157 | -0.41% | 81.61% | 1.21% | 232 | 8.92% | 129 | -20.86% |
| 31 Dec, 23 | 463 | 0.43% | 171,960,055 | 2.16% | 81.97% | 1.27% | 213 | 3.90% | 163 | 3.16% |
| 30 Sep, 23 | 461 | -6.49% | 168,327,864 | -1.02% | 80.23% | 1.22% | 205 | -10.09% | 158 | -4.82% |
| 30 Jun, 23 | 493 | -6.98% | 170,070,729 | -1.79% | 81.10% | 1.19% | 228 | -7.69% | 166 | -8.29% |
| 31 Mar, 23 | 530 | -2.39% | 173,179,265 | -1.41% | 82.52% | 1.18% | 247 | -11.15% | 181 | 7.10% |
| 31 Dec, 22 | 543 | 8.17% | 175,655,625 | 2.67% | 83.67% | 1.26% | 278 | 34.95% | 169 | -14.21% |
| 30 Sep, 22 | 502 | -4.92% | 171,088,662 | -0.17% | 81.49% | 1.23% | 206 | -21.67% | 197 | 27.10% |
| 30 Jun, 22 | 528 | -1.86% | 171,377,996 | -1.28% | 81.53% | 1.19% | 263 | -3.31% | 155 | -5.49% |
| 31 Mar, 22 | 538 | -4.61% | 173,606,488 | 3.05% | 82.61% | 1.28% | 272 | -2.16% | 164 | -2.96% |
| 31 Dec, 21 | 564 | 9.73% | 168,474,424 | -0.19% | 80.35% | 1.23% | 278 | 33.01% | 169 | -3.43% |
| 30 Sep, 21 | 514 | 1.98% | 168,793,775 | -0.75% | 80.74% | 1.22% | 209 | -12.18% | 175 | 28.68% |
| 30 Jun, 21 | 504 | 1.41% | 170,076,506 | 2.56% | 81.34% | 1.29% | 238 | 3.48% | 136 | -10.53% |
| 31 Mar, 21 | 497 | 5.74% | 165,824,279 | -0.36% | 79.37% | 1.25% | 230 | 10.58% | 152 | -5.00% |
| 31 Dec, 20 | 470 | 5.86% | 166,427,842 | 2.30% | 79.72% | 1.31% | 208 | 0.48% | 160 | 9.59% |
| 30 Sep, 20 | 444 | 1.37% | 162,686,915 | 0.11% | 77.97% | 1.28% | 207 | 4.02% | 146 | -1.35% |
| 30 Jun, 20 | 438 | 0.23% | 162,501,641 | -1.55% | 77.90% | 1.25% | 199 | 6.42% | 148 | -2.63% |
| 31 Mar, 20 | 437 | -11.36% | 165,065,858 | 2.00% | 79.00% | 1.32% | 187 | -13.43% | 152 | -13.64% |
| 31 Dec, 19 | 493 | -5.01% | 161,834,781 | 2.69% | 77.27% | 1.12% | 216 | -33.94% | 176 | 60.00% |
| 30 Sep, 19 | 519 | 15.33% | 157,602,250 | 7.30% | 82.99% | 1.17% | 327 | 83.71% | 110 | -37.85% |
| 30 Jun, 19 | 450 | -8.91% | 146,884,479 | 6.17% | 84.05% | 1.34% | 178 | -19.82% | 177 | 9.94% |
| 31 Mar, 19 | 494 | 3.13% | 138,351,463 | -0.26% | 79.28% | 1.25% | 222 | -3.06% | 161 | 13.38% |
| 31 Dec, 18 | 479 | 0.63% | 138,707,598 | 0.93% | 79.53% | 1.28% | 229 | 1.78% | 142 | 4.41% |
| 30 Sep, 18 | 476 | 5.08% | 137,423,392 | 1.00% | 78.80% | 1.29% | 225 | 16.58% | 136 | -12.82% |
| 30 Jun, 18 | 453 | 0.22% | 136,058,129 | -1.06% | 78.20% | 1.25% | 193 | -2.03% | 156 | 5.41% |
| 31 Mar, 18 | 452 | -0.44% | 137,513,534 | 1.72% | 79.23% | 1.31% | 197 | -2.96% | 148 | -1.33% |
| 31 Dec, 17 | 454 | 7.58% | 135,183,273 | 0.16% | 77.84% | 1.29% | 203 | 10.33% | 150 | 9.49% |
| 30 Sep, 17 | 422 | -2.09% | 134,961,563 | -0.86% | 77.67% | 1.27% | 184 | 2.22% | 137 | -14.37% |
| 30 Jun, 17 | 431 | -2.05% | 136,134,979 | -0.80% | 78.35% | 1.25% | 180 | -3.74% | 160 | 11.11% |
| 31 Mar, 17 | 440 | 2.56% | 137,232,102 | 1.34% | 79.04% | 1.30% | 187 | 8.72% | 144 | -9.43% |
| 31 Dec, 16 | 429 | -1.38% | 135,414,104 | -0.20% | 78.04% | 1.27% | 172 | -7.53% | 159 | 15.22% |
| 30 Sep, 16 | 435 | -0.23% | 135,680,427 | -1.10% | 78.36% | 1.25% | 186 | -21.19% | 138 | 15.00% |
| 30 Jun, 16 | 436 | 15.04% | 137,183,626 | 1.75% | 79.12% | 1.30% | 236 | 42.17% | 120 | -6.25% |
| 31 Mar, 16 | 379 | 1.34% | 134,820,261 | 0.34% | 78.10% | 1.29% | 166 | -6.74% | 128 | 9.40% |
| 31 Dec, 15 | 374 | 5.65% | 134,362,101 | -0.38% | 77.73% | 1.28% | 178 | 25.35% | 117 | -7.87% |
| 30 Sep, 15 | 354 | -4.07% | 134,879,206 | 0.26% | 77.91% | 1.29% | 142 | -4.70% | 127 | -8.63% |
| 30 Jun, 15 | 369 | -0.81% | 134,525,643 | 2.05% | 77.70% | 1.34% | 149 | -23.20% | 139 | 17.80% |
| 31 Mar, 15 | 372 | -0.80% | 131,827,532 | -1.35% | 76.13% | 1.28% | 194 | 6.59% | 118 | -3.28% |
| 31 Dec, 14 | 375 | 10.29% | 133,625,361 | -0.73% | 77.26% | 1.27% | 182 | -40.91% | 122 | 542.11% |
| 30 Sep, 14 | 340 | 0.89% | 134,604,799 | 48.37% | 77.86% | 2.83% | 308 | 103.97% | 19 | -82.57% |
| 30 Jun, 14 | 337 | 7.67% | 90,720,007 | -0.76% | 52.42% | 1.87% | 151 | 7.86% | 109 | -3.54% |
| 31 Mar, 14 | 313 | 0.32% | 91,417,200 | 2.74% | 52.92% | 1.98% | 140 | 6.06% | 113 | 11.88% |
| 31 Dec, 13 | 312 | 1.96% | 88,979,897 | -0.65% | 51.66% | 1.88% | 132 | -14.29% | 101 | 2.02% |
| 30 Sep, 13 | 306 | 5.88% | 89,562,414 | 4.47% | 52.41% | 2.09% | 154 | -27.70% | 99 | 147.50% |
| 30 Jun, 13 | 289 | 120.61% | 85,734,122 | 126.94% | 50.03% | 10.20% | 213 | 187.84% | 40 | 21.21% |
| 31 Mar, 13 | 131 | 1.55% | 37,778,641 | -9.46% | 22.15% | 3.66% | 74 | 10.45% | 33 | -15.38% |
| 31 Dec, 12 | 129 | 20.56% | 41,725,903 | -4.24% | 24.59% | 3.69% | 67 | 34.00% | 39 | 5.41% |
| 30 Sep, 12 | 107 | -9.32% | 43,573,261 | -6.95% | 25.80% | 3.36% | 50 | -12.28% | 37 | -13.95% |
| 30 Jun, 12 | 118 | 10.28% | 46,830,146 | 6.33% | 27.70% | 4.07% | 57 | -8.06% | 43 | 26.47% |
| 31 Mar, 12 | 107 | -0.93% | 44,043,507 | -9.64% | 26.10% | 3.11% | 62 | -11.43% | 34 | 47.83% |
| 31 Dec, 11 | 108 | 10.20% | 48,741,895 | 32.68% | 28.95% | 6.05% | 70 | 45.83% | 23 | -23.33% |
| 30 Sep, 11 | 98 | 11.36% | 36,735,998 | -18.08% | 21.88% | 3.07% | 48 | 14.29% | 30 | 11.11% |
| 30 Jun, 11 | 88 | - | 44,843,110 | 2.73% | 26.69% | 3.93% | 42 | -8.70% | 27 | - |
| 31 Mar, 11 | 88 | 17.33% | 43,653,301 | 20.79% | 26.07% | 5.52% | 46 | 15.00% | 27 | 3.85% |
| 31 Dec, 10 | 75 | -6.25% | 36,140,682 | 9.81% | 21.73% | 5.42% | 40 | -6.98% | 26 | 4.00% |
| 30 Sep, 10 | 80 | 12.68% | 32,910,631 | 5.91% | 20.02% | 5.61% | 43 | 13.16% | 25 | 13.64% |
| 30 Jun, 10 | 71 | -6.58% | 31,073,100 | 3.05% | 18.89% | 5.58% | 38 | 5.56% | 22 | -29.03% |
| 31 Mar, 10 | 76 | -1.30% | 30,153,561 | -20.37% | 18.40% | 3.44% | 36 | -14.29% | 31 | 24.00% |
| 31 Dec, 09 | 77 | -12.50% | 37,869,237 | 17.13% | 23.15% | 5.87% | 42 | -8.70% | 25 | -24.24% |
| 30 Sep, 09 | 88 | 1.15% | 32,330,576 | 0.38% | 19.86% | 5.08% | 46 | -11.54% | 33 | 57.14% |
| 30 Jun, 09 | 87 | -5.43% | 32,209,310 | -5.04% | 19.77% | 4.54% | 52 | -10.34% | 21 | - |
| 31 Mar, 09 | 92 | 15.00% | 33,918,920 | -24.11% | 20.86% | 2.75% | 58 | 18.37% | 21 | 23.53% |
| 31 Dec, 08 | 80 | -3.61% | 44,694,983 | 60.45% | 27.53% | 9.21% | 49 | 11.36% | 17 | -19.05% |
| 30 Sep, 08 | 83 | 9.21% | 27,855,639 | 5.83% | 17.29% | 6.48% | 44 | 7.32% | 21 | 31.25% |
| 30 Jun, 08 | 76 | -1.30% | 26,321,461 | 2.98% | 16.34% | 6.46% | 41 | 10.81% | 16 | -36.00% |
| 31 Mar, 08 | 77 | 8.45% | 25,558,603 | -0.13% | 15.91% | 6.25% | 37 | -9.76% | 25 | 47.06% |
| 31 Dec, 07 | 71 | 7.58% | 25,591,122 | 1.78% | 15.95% | 6.43% | 41 | 41.38% | 17 | -26.09% |
| 30 Sep, 07 | 66 | 10.00% | 25,144,021 | 11.09% | 15.75% | 7.87% | 29 | -12.12% | 23 | 53.33% |
| 30 Jun, 07 | 60 | -3.23% | 22,634,643 | 19.55% | 14.15% | 10.04% | 33 | -5.71% | 15 | 25.00% |
| 31 Mar, 07 | 62 | -1.59% | 18,932,787 | 15.70% | 11.87% | 11.19% | 35 | -5.41% | 12 | - |
| 31 Dec, 06 | 63 | 23.53% | 16,364,113 | 10.53% | 10.30% | 11.76% | 37 | 37.04% | 12 | -7.69% |
| 30 Sep, 06 | 51 | 6.25% | 14,804,919 | -0.58% | 9.36% | 10.59% | 27 | 22.73% | 13 | -27.78% |
| 30 Jun, 06 | 48 | -5.88% | 14,891,197 | -9.02% | 9.40% | 8.76% | 22 | -21.43% | 18 | 20.00% |
| 31 Mar, 06 | 51 | 8.51% | 16,368,093 | -16.40% | 10.36% | 6.72% | 28 | 3.70% | 15 | 15.38% |
| 31 Dec, 05 | 47 | - | 19,578,628 | 80.86% | 12.41% | 25.72% | 27 | 8.00% | 13 | 44.44% |
| 30 Sep, 05 | 47 | -16.07% | 10,825,446 | -36.80% | 6.95% | 5.80% | 25 | -50.98% | 9 | 200.00% |
| 30 Jun, 05 | 56 | 16.67% | 17,128,861 | 139.45% | 10.95% | 51.65% | 51 | 168.42% | 3 | -82.35% |
| 31 Mar, 05 | 48 | 6.67% | 7,153,292 | -10.11% | 4.60% | 17.27% | 19 | -26.92% | 17 | 70.00% |
| 31 Dec, 04 | 45 | 15.38% | 7,957,751 | 83.85% | 5.16% | 55.51% | 26 | -10.34% | 10 | 66.67% |
| 30 Sep, 04 | 39 | 5.41% | 4,328,421 | -36.06% | 3.05% | 15.53% | 29 | 52.63% | 6 | -33.33% |
| 30 Jun, 04 | 37 | -17.78% | 6,769,690 | -5.85% | 4.43% | 15.14% | 19 | -36.67% | 9 | -10.00% |
| 31 Mar, 04 | 45 | 32.35% | 7,190,470 | 38.50% | 5.41% | 33.15% | 30 | 130.77% | 10 | -28.57% |
| 31 Dec, 03 | 34 | -5.56% | 5,191,772 | -22.13% | 4.04% | 14.63% | 13 | -13.33% | 14 | - |
| 30 Sep, 03 | 36 | 2.86% | 6,667,444 | 38.19% | 5.25% | 36.61% | 15 | -48.28% | 14 | 180.00% |
| 30 Jun, 03 | 35 | 6.06% | 4,824,738 | 78.74% | 3.79% | 82.38% | 29 | 26.09% | 5 | -44.44% |
| 31 Mar, 03 | 33 | 10.00% | 2,699,359 | -8.61% | 2.14% | 38.45% | 23 | 15.00% | 9 | 12.50% |
| 31 Dec, 02 | 30 | 15.38% | 2,953,633 | 19.88% | 2.36% | 58.64% | 20 | 53.85% | 8 | -20.00% |
| 30 Sep, 02 | 26 | - | 2,463,883 | -4.81% | 2.01% | 46.13% | 13 | 8.33% | 10 | 11.11% |
| 30 Jun, 02 | 26 | - | 2,588,470 | -2.12% | 2.09% | 45.71% | 12 | -42.86% | 9 | 200.00% |
| 31 Mar, 02 | 26 | 100.00% | 2,644,513 | 38.77% | 2.14% | 89.34% | 21 | 133.33% | 3 | 50.00% |
| 31 Dec, 01 | 13 | -27.78% | 1,905,714 | -10.94% | 1.55% | 50.39% | 9 | -25.00% | 2 | -33.33% |
| 30 Sep, 01 | 18 | 12.50% | 2,139,824 | -10.26% | 1.75% | 46.05% | 12 | - | 3 | 50.00% |
| 30 Jun, 01 | 16 | - | 2,384,539 | 58.68% | 1.95% | 128.57% | 12 | 33.33% | 2 | -60.00% |
| 31 Mar, 01 | 16 | 14.29% | 1,502,729 | 6.30% | 1.23% | 91.38% | 9 | 50.00% | 5 | - |
| 31 Dec, 00 | 14 | - | 1,413,722 | -57.80% | 1.16% | 15.66% | 6 | 20.00% | 5 | -16.67% |
| 30 Sep, 00 | 14 | -6.67% | 3,349,761 | 10.73% | 2.72% | 44.54% | 5 | -44.44% | 6 | 100.00% |
| 30 Jun, 00 | 15 | 25.00% | 3,025,120 | -12.05% | 2.47% | 31.51% | 9 | 350.00% | 3 | -50.00% |
| 31 Mar, 00 | 12 | - | 3,439,772 | -5.09% | 2.80% | 32.18% | 2 | -60.00% | 6 | - |
| 31 Dec, 99 | 12 | 9.09% | 3,624,233 | -21.71% | 2.95% | 24.47% | 5 | 25.00% | 6 | 100.00% |
| 30 Sep, 99 | 11 | -8.33% | 4,629,224 | -6.43% | 3.47% | 28.78% | 4 | -42.86% | 3 | 50.00% |
| 30 Jun, 99 | 12 | 9.09% | 4,947,343 | 7.28% | 3.47% | 35.13% | 7 | -36.36% | 2 | - |
| 31 Mar, 99 | 11 | - | 4,611,580 | - | 3.14% | - | 11 | - | - | - |
UGI Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of UGI's stock was made by Tematio Jean Felix on Jul 22 2024, selling 1,101 shares at $24.58 per share (valued at $27.06K).
UGI Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 24 | - | - |
| Q4 2023 | 4 | 3 | 133.33% |
| Q3 2023 | - | 2 | - |
| Q2 2023 | 5 | 2 | 250.00% |
| Q1 2023 | 46 | 1 | 4600.00% |
| Q4 2022 | 3 | 6 | 50.00% |
| Q3 2022 | 1 | 1 | 100.00% |
| Q2 2022 | - | 3 | - |
| Q1 2022 | 68 | 5 | 1360.00% |
| Q4 2021 | 6 | 20 | 30.00% |
| Q3 2021 | 5 | 6 | 83.33% |
| Q2 2021 | 10 | 12 | 83.33% |
| Q1 2021 | 49 | - | - |
| Q4 2020 | 8 | 7 | 114.29% |
| Q3 2020 | 8 | 12 | 66.67% |
| Q2 2020 | 6 | 2 | 300.00% |
| Q1 2020 | 38 | 4 | 950.00% |
| Q4 2019 | 7 | - | - |
| Q3 2019 | 14 | 2 | 700.00% |
| Q2 2019 | 6 | 9 | 66.67% |
24 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by UGI's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | 1 | - | - |
| Q1 2023 | - | - | - |
| Q4 2022 | - | 3 | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | 2 | 3 | 66.67% |
| Q4 2021 | - | 6 | - |
| Q3 2021 | - | 2 | - |
| Q2 2021 | - | 5 | - |
| Q1 2021 | 1 | - | - |
| Q4 2020 | - | 3 | - |
| Q3 2020 | 4 | - | - |
| Q2 2020 | 3 | - | - |
| Q1 2020 | 1 | 1 | 100.00% |
| Q4 2019 | 3 | - | - |
| Q3 2019 | - | - | - |
| Q2 2019 | 1 | 4 | 25.00% |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of UGI's stocks.
UGI Ownership FAQ
Who Owns UGI?
UGI is owned by institutional shareholders (30.68%), insiders (0.42%), and public (68.90%). The largest institutional shareholder of UGI is VANGUARD GROUP INC (13.24% of total shares) and the top mutual fund owner is AGF Investments Trust (2.26% of total shares).
Who are the major institutional shareholders of UGI?
UGI's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, FMR LLC, and FULLER & THALER ASSET MANAGEMENT, INC.. The top five shareholders own together 36.58% of the company's share outstanding.
How many UGI shareholders are there?
As of Jun 2024, there are 305 institutional shareholders of UGI.
What percentage of UGI is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 27.77M shares of UGI, representing 13.24% of the company's total shares outstanding, valued at $636M (as of Jun 2024).
What percentage of UGI is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 27.63M shares of UGI (UGI), compromising 13.17% of the company, valued at $632.78M.
What percentage of UGI is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of UGI. The company owns 9.36M of the company's shares outstanding (worth $217.84B).