UGI Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 26.46 M | $914.06 M | 3.14% | 12.32% |
| FMR LLC | 08/13/2026 | 13.99 M | $483.08 M | -0.68% | 6.51% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 12.62 M | $435.73 M | 5.74% | 5.87% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 9.65 M | $333.21 M | 0.44% | 4.49% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 8.20 M | $283.29 M | -2.67% | 3.82% |
| STATE STREET CORP | 08/07/2026 | 6.87 M | $239.84 M | 1.79% | 3.20% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 6.23 M | $215.22 M | 0.52% | 2.90% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/12/2026 | 5.88 M | $203.20 M | 10.12% | 2.74% |
| SNYDER CAPITAL MANAGEMENT L P | 08/13/2026 | 5.37 M | $185.31 M | -0.03% | 2.50% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 4.54 M | $156.95 M | 1.13% | 2.11% |
| NORTHERN TRUST CORP | 08/13/2026 | 3.54 M | $122.24 M | 0.94% | 1.65% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 08/06/2026 | 3.48 M | $120.15 M | 39.97% | 1.62% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 3.47 M | $119.69 M | 275.21% | 1.61% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 3.28 M | $113.29 M | -6.77% | 1.53% |
| INVESCO LTD. | 08/14/2026 | 3.05 M | $105.37 M | 11.34% | 1.42% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 2.98 M | $102.95 M | 2.71% | 1.39% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 2.80 M | $96.62 M | -2.77% | 1.30% |
| HAMLIN CAPITAL MANAGEMENT, LLC | 07/07/2026 | 2.66 M | $91.75 M | 0.62% | 1.24% |
| MORGAN STANLEY | 08/13/2026 | 2.65 M | $91.70 M | -13.52% | 1.24% |
| NORGES BANK | 08/12/2026 | 2.63 M | $90.75 M | 100.00% | 1.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 2.47 M | $85.37 M | 0.35% | 1.15% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 2.47 M | $85.37 M | 100.00% | 1.15% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.31 M | $79.74 M | 30.03% | 1.07% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 08/14/2026 | 2.12 M | $73.07 M | 12.09% | 0.98% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 1.78 M | $61.49 M | 7.59% | 0.83% |
| BRAGG FINANCIAL ADVISORS, INC | 08/12/2026 | 1.73 M | $59.83 M | 31.06% | 0.81% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 07/17/2026 | 1.72 M | $59.44 M | 120.98% | 0.80% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 1.68 M | $58.19 M | 10.77% | 0.78% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 1.65 M | $56.89 M | 3.38% | 0.77% |
| MACKENZIE FINANCIAL CORP | 08/13/2026 | 1.53 M | $52.73 M | 40.59% | 0.71% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 1.36 M | $46.82 M | 1.70% | 0.63% |
| DEPRINCE RACE & ZOLLO INC | 08/20/2026 | 1.34 M | $46.23 M | 100.00% | 0.62% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 1.34 M | $46.13 M | 75.66% | 0.62% |
| ENERGY INCOME PARTNERS, LLC | 08/07/2026 | 1.30 M | $44.99 M | 1.47% | 0.61% |
| JPMORGAN CHASE & CO | 08/12/2026 | 1.25 M | $43.89 M | 5.08% | 0.58% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 1.22 M | $42.27 M | 1.27% | 0.57% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 08/06/2026 | 1.11 M | $38.31 M | -7.94% | 0.52% |
| UBS GROUP AG | 08/13/2026 | 1.09 M | $37.70 M | 65.63% | 0.51% |
| PRIVATE MANAGEMENT GROUP INC | 07/31/2026 | 1.06 M | $36.54 M | 10.84% | 0.49% |
| ROYAL BANK OF CANADA | 08/14/2026 | 1.03 M | $35.52 M | 17.44% | 0.48% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.02 M | $35.14 M | 27.31% | 0.47% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/14/2026 | 999.04 K | $34.51 M | -0.69% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 895.46 K | $30.93 M | 16.31% | 0.42% |
| LOOMIS SAYLES & CO L P | 08/14/2026 | 884.11 K | $30.54 M | -6.60% | 0.41% |
| ALLIANZ ASSET MANAGEMENT GMBH | 08/14/2026 | 866.36 K | $30.59 M | 46.04% | 0.40% |
| ARBEJDSMARKEDETS TILLAEGSPENSION | 07/17/2026 | 804.60 K | $27.79 M | 16.04% | 0.37% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 08/13/2026 | 773.05 K | $26.70 M | -35.68% | 0.36% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 08/14/2026 | 761.71 K | $26.31 M | 28.87% | 0.35% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 687.16 K | $23.99 M | 7.73% | 0.32% |
| SEI INVESTMENTS CO | 08/14/2026 | 668.36 K | $23.09 M | -0.51% | 0.31% |
UGI Corp. institutional Ownership - FAQ's
During the previous two years, 972 institutional investors and hedge funds held shares of UGI Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 26.46 M
FMR LLC: 13.99 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 12.62 M
VANGUARD CAPITAL MANAGEMENT LLC: 9.65 M
Neuberger Berman Group LLC: 8.2 M
STATE STREET CORP: 6.87 M
95.67% of UGI Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 286.58 M shares in the last 24 months. This purchase volume represents approximately $10.53 B in transactions.