UGI Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 25.28 M | $840.69 M | 0.25% | 11.77% |
| VANGUARD GROUP INC | 11/07/2025 | 24.29 M | $807.74 M | -7.76% | 11.31% |
| FMR LLC | 11/13/2025 | 12.71 M | $422.90 M | 4.35% | 5.92% |
| STATE STREET CORP | 11/14/2025 | 9.47 M | $318.60 M | -2.31% | 4.41% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2025 | 6.37 M | $211.95 M | -6.77% | 2.97% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 5.89 M | $196.04 M | 20.29% | 2.74% |
| SNYDER CAPITAL MANAGEMENT L P | 11/12/2025 | 5.35 M | $178.08 M | 11.36% | 2.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 4.48 M | $148.86 M | 5.59% | 2.08% |
| PICTET ASSET MANAGEMENT HOLDING SA | 11/18/2025 | 3.72 M | $123.73 M | 1.56% | 1.73% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 3.54 M | $117.71 M | 8.00% | 1.65% |
| NORTHERN TRUST CORP | 11/14/2025 | 3.50 M | $116.51 M | -2.54% | 1.63% |
| INVESCO LTD. | 11/13/2025 | 3.45 M | $114.90 M | 173.64% | 1.61% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 2.86 M | $95.25 M | 11.17% | 1.33% |
| MORGAN STANLEY | 11/14/2025 | 2.86 M | $95.14 M | -1.74% | 1.33% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 2.83 M | $94.11 M | 0.91% | 1.32% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 10/31/2025 | 2.59 M | $86.20 M | 4.91% | 1.21% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 2.56 M | $85.03 M | -0.32% | 1.19% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 2.48 M | $82.33 M | -0.44% | 1.15% |
| FEDERATED HERMES, INC. | 11/03/2025 | 2.44 M | $81.03 M | -22.23% | 1.13% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 2.39 M | $79.40 M | -7.30% | 1.11% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 2.29 M | $76.08 M | -7.50% | 1.06% |
| JPMORGAN CHASE & CO | 11/26/2025 | 1.79 M | $59.57 M | 10.56% | 0.83% |
| JUPITER ASSET MANAGEMENT LTD | 11/10/2025 | 1.71 M | $56.85 M | -8.92% | 0.80% |
| PORTMAN SQUARE CAPITAL LLP | 10/16/2025 | 1.66 M | $55.36 M | 42.35% | 0.77% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10/29/2025 | 1.55 M | $51.50 M | 5.00% | 0.72% |
| ENERGY INCOME PARTNERS, LLC | 11/13/2025 | 1.54 M | $51.23 M | -0.65% | 0.72% |
| LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL) | 11/10/2025 | 1.46 M | $48.53 M | -22.63% | 0.68% |
| UBS GROUP AG | 11/13/2025 | 1.45 M | $48.27 M | 75.32% | 0.68% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 1.32 M | $43.81 M | 6.71% | 0.61% |
| HG VORA CAPITAL MANAGEMENT, LLC | 11/14/2025 | 1.20 M | $39.91 M | 100.00% | 0.56% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 11/05/2025 | 1.15 M | $38.20 M | 5.78% | 0.53% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2025 | 1.13 M | $37.45 M | -29.11% | 0.52% |
| BRAGG FINANCIAL ADVISORS, INC | 11/13/2025 | 1.11 M | $36.87 M | 23.60% | 0.52% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.10 M | $36.51 M | 22.50% | 0.51% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/04/2025 | 1.09 M | $36.41 M | -1.73% | 0.51% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.09 M | $36.21 M | 5.68% | 0.51% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.00 M | $33.30 M | 163.23% | 0.47% |
| PROSHARE ADVISORS LLC | 11/06/2025 | 975.35 K | $32.44 M | -3.24% | 0.45% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 971.30 K | $32.31 M | -10.12% | 0.45% |
| LOOMIS SAYLES & CO L P | 11/13/2025 | 932.06 K | $31.00 M | 5.58% | 0.43% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 907.93 K | $30.12 M | -40.32% | 0.42% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 756.16 K | $25.15 M | -11.11% | 0.35% |
| MACKENZIE FINANCIAL CORP | 11/13/2025 | 722.90 K | $24.04 M | 1,298.52% | 0.34% |
| PRIVATE MANAGEMENT GROUP INC | 11/13/2025 | 721.87 K | $24.01 M | 100.00% | 0.34% |
| SOURCEROCK GROUP LLC | 11/14/2025 | 716.07 K | $23.82 M | 26.83% | 0.33% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 715.69 K | $23.80 M | 211.39% | 0.33% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 703.16 K | $23.39 M | -33.46% | 0.33% |
| GABELLI FUNDS LLC | 11/12/2025 | 642.10 K | $21.36 M | 2.34% | 0.30% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 627.43 K | $20.87 M | 18.73% | 0.29% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 612.27 K | $20.36 M | 192.89% | 0.29% |
UGI Corporation institutional Ownership - FAQ's
During the previous two years, 897 institutional investors and hedge funds held shares of UGI Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 25.28 M
VANGUARD GROUP INC: 24.29 M
FMR LLC: 12.71 M
STATE STREET CORP: 9.47 M
FULLER & THALER ASSET MANAGEMENT, INC.: 6.37 M
LSV ASSET MANAGEMENT: 5.89 M
91.09% of UGI Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 258.89 M shares in the last 24 months. This purchase volume represents approximately $8.44 B in transactions.