UGI Corporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
VANGUARD GROUP INC | 02/11/2025 | 28.29 M | $798.58 M | -0.21% | 13.15% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 25.88 M | $730.64 M | -7.45% | 12.04% |
FMR LLC | 02/13/2025 | 11.53 M | $325.47 M | 22.41% | 5.36% |
STATE STREET CORP | 02/14/2025 | 9.89 M | $282.77 M | 7.31% | 4.60% |
FULLER & THALER ASSET MANAGEMENT, INC. | 02/14/2025 | 7.10 M | $200.43 M | -0.19% | 3.30% |
SNYDER CAPITAL MANAGEMENT L P | 02/14/2025 | 5.13 M | $144.73 M | 1.55% | 2.38% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 5.06 M | $157.20 M | 6.22% | 2.35% |
FEDERATED HERMES, INC. | 02/13/2025 | 4.96 M | $140.10 M | 25.46% | 2.31% |
LSV ASSET MANAGEMENT | 02/13/2025 | 3.79 M | $106.89 M | 9.99% | 1.76% |
NORGES BANK | 02/12/2025 | 3.65 M | $103.11 M | 100.00% | 1.70% |
MITSUBISHI UFJ TRUST & BANKING CORP | 02/12/2025 | 3.17 M | $89.60 M | -38.34% | 1.48% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 2.56 M | $72.13 M | 2.07% | 1.19% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 2.54 M | $71.58 M | -0.65% | 1.18% |
AQR CAPITAL MANAGEMENT LLC | 02/14/2025 | 2.42 M | $68.17 M | -13.42% | 1.12% |
HENNESSY ADVISORS INC | 01/15/2025 | 2.38 M | $67.07 M | 2,050.94% | 1.11% |
AMERIPRISE FINANCIAL INC | 02/14/2025 | 2.37 M | $66.81 M | 50.61% | 1.10% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 2.33 M | $65.75 M | 5.47% | 1.08% |
CORVEX MANAGEMENT LP | 02/14/2025 | 1.96 M | $55.35 M | 100.00% | 0.91% |
JUPITER ASSET MANAGEMENT LTD | 02/10/2025 | 1.88 M | $52.98 M | -19.47% | 0.87% |
THRIVENT FINANCIAL FOR LUTHERANS | 02/10/2025 | 1.80 M | $50.75 M | 19.27% | 0.84% |
PICTET ASSET MANAGEMENT HOLDING SA | 02/12/2025 | 1.74 M | $49.10 M | 5,776.61% | 0.81% |
INVESCO LTD. | 02/13/2025 | 1.73 M | $48.84 M | -17.95% | 0.80% |
NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 1.56 M | $44.05 M | 5,215.34% | 0.73% |
ENERGY INCOME PARTNERS, LLC | 02/14/2025 | 1.51 M | $42.54 M | 584.33% | 0.70% |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 02/12/2025 | 1.46 M | $41.15 M | 41.98% | 0.68% |
PORTMAN SQUARE CAPITAL LLP | 01/16/2025 | 1.45 M | $40.94 M | 51.37% | 0.67% |
VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 1.45 M | $40.86 M | -1.62% | 0.67% |
DIAMOND HILL CAPITAL MANAGEMENT INC | 02/10/2025 | 1.36 M | $38.36 M | -11.50% | 0.63% |
PROSHARE ADVISORS LLC | 02/14/2025 | 1.36 M | $38.31 M | 2.96% | 0.63% |
UBS GROUP AG | 02/14/2025 | 1.30 M | $36.77 M | 348.49% | 0.61% |
FIRST TRUST ADVISORS LP | 02/13/2025 | 1.23 M | $34.74 M | 98.11% | 0.57% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 1.22 M | $34.34 M | 34.64% | 0.57% |
JPMORGAN CHASE & CO | 02/12/2025 | 1.20 M | $33.78 M | -2.53% | 0.56% |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 02/14/2025 | 1.13 M | $31.90 M | -26.55% | 0.53% |
TWIN TREE MANAGEMENT, LP | 02/10/2025 | 1.11 M | $31.41 M | 74.28% | 0.52% |
SOURCEROCK GROUP LLC | 02/14/2025 | 1.03 M | $28.94 M | 236.84% | 0.48% |
BRAGG FINANCIAL ADVISORS, INC | 02/13/2025 | 874,069 | $24.67 M | 20.87% | 0.41% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 814,415 | $22.99 M | 24.15% | 0.38% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 741,665 | $20.94 M | -31.40% | 0.34% |
SIR CAPITAL MANAGEMENT, L.P. | 02/14/2025 | 729,800 | $20.60 M | 1,279.53% | 0.34% |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 02/14/2025 | 708,647 | $20.01 M | -49.45% | 0.33% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 669,918 | $18.91 M | 18.19% | 0.31% |
BURNEY CO/ | 01/14/2025 | 662,011 | $18.69 M | 2.98% | 0.31% |
LOOMIS SAYLES & CO L P | 02/12/2025 | 649,814 | $18.34 M | 100.00% | 0.30% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 623,800 | $17.61 M | 8.68% | 0.29% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 618,133 | $17.45 M | -1.39% | 0.29% |
INVENOMIC CAPITAL MANAGEMENT LP | 02/14/2025 | 614,910 | $17.36 M | 118.23% | 0.29% |
RHUMBLINE ADVISERS | 01/30/2025 | 595,950 | $16.82 M | 0.95% | 0.28% |
WELLINGTON MANAGEMENT GROUP LLP | 02/12/2025 | 574,095 | $16.21 M | -1.40% | 0.27% |
GABELLI FUNDS LLC | 02/13/2025 | 569,000 | $16.06 M | 0.78% | 0.26% |
UGI Corporation institutional Ownership - FAQ's
During the previous two years, 756 institutional investors and hedge funds held shares of UGI Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 28.29 M
BlackRock Funding, Inc. /DE: 25.88 M
FMR LLC: 11.53 M
STATE STREET CORP: 9.89 M
FULLER & THALER ASSET MANAGEMENT, INC.: 7.1 M
SNYDER CAPITAL MANAGEMENT L P: 5.13 M
90.28% of UGI Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 250.34 M shares in the last 24 months. This purchase volume represents approximately $7.01 B in transactions.