UGI Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 25.66 M | $934.50 M | 0.92% | 11.94% |
| FMR LLC | 05/15/2026 | 14.08 M | $512.88 M | 5.12% | 6.55% |
| 05/08/2026 | 11.93 M | $434.52 M | 100.00% | 5.55% | |
| 05/15/2026 | 9.61 M | $349.83 M | 100.00% | 4.47% | |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 8.43 M | $307.04 M | 14.91% | 3.92% |
| STATE STREET CORP | 05/15/2026 | 6.75 M | $248.31 M | -25.68% | 3.14% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 6.20 M | $225.77 M | 7.33% | 2.89% |
| SNYDER CAPITAL MANAGEMENT L P | 05/14/2026 | 5.37 M | $195.46 M | -2.61% | 2.50% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 5.34 M | $194.57 M | -3.68% | 2.49% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 4.49 M | $163.64 M | 3.44% | 2.09% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 3.52 M | $128.14 M | 10.24% | 1.64% |
| NORTHERN TRUST CORP | 05/14/2026 | 3.51 M | $127.69 M | 2.62% | 1.63% |
| MORGAN STANLEY | 05/15/2026 | 3.07 M | $111.81 M | 10.88% | 1.43% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 2.90 M | $105.68 M | 1.24% | 1.35% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 2.88 M | $104.78 M | 14.47% | 1.34% |
| INVESCO LTD. | 05/12/2026 | 2.74 M | $99.79 M | -21.41% | 1.28% |
| HAMLIN CAPITAL MANAGEMENT, LLC | 04/14/2026 | 2.64 M | $96.15 M | 349.79% | 1.23% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 05/12/2026 | 2.49 M | $90.51 M | 12.78% | 1.16% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 2.46 M | $89.70 M | 2.27% | 1.15% |
| FEDERATED HERMES, INC. | 05/11/2026 | 1.97 M | $71.77 M | -5.59% | 0.92% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2026 | 1.89 M | $68.74 M | 4.00% | 0.88% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 1.78 M | $64.66 M | -8.63% | 0.83% |
| JUPITER ASSET MANAGEMENT LTD | 05/12/2026 | 1.77 M | $64.48 M | 0.00% | 0.82% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 1.65 M | $60.26 M | -10.12% | 0.77% |
| MARSHALL WACE, LLP | 05/15/2026 | 1.62 M | $58.91 M | 6,517.66% | 0.75% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 1.59 M | $58.02 M | 363.46% | 0.74% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 1.52 M | $55.40 M | -46.23% | 0.71% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 1.33 M | $48.54 M | 100.00% | 0.62% |
| BRAGG FINANCIAL ADVISORS, INC | 05/15/2026 | 1.32 M | $48.14 M | 0.41% | 0.62% |
| LANSFORSAKRINGAR FONDFORVALTNING AB (PUBL) | 04/23/2026 | 1.31 M | $47.68 M | -6.69% | 0.61% |
| ENERGY INCOME PARTNERS, LLC | 05/15/2026 | 1.28 M | $46.75 M | 3.24% | 0.60% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 1.21 M | $44.01 M | -6.92% | 0.56% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 05/07/2026 | 1.20 M | $43.88 M | 0.71% | 0.56% |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 05/13/2026 | 1.20 M | $43.77 M | -6.74% | 0.56% |
| JPMORGAN CHASE & CO | 05/13/2026 | 1.19 M | $43.58 M | -3.83% | 0.55% |
| MACKENZIE FINANCIAL CORP | 05/13/2026 | 1.09 M | $39.55 M | 23.29% | 0.51% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 1.01 M | $36.64 M | -4.99% | 0.47% |
| PORTMAN SQUARE CAPITAL LLP | 04/27/2026 | 976.50 K | $35.56 M | -27.96% | 0.45% |
| PRIVATE MANAGEMENT GROUP INC | 05/08/2026 | 954.42 K | $34.76 M | -0.66% | 0.44% |
| LOOMIS SAYLES & CO L P | 05/14/2026 | 946.56 K | $34.47 M | -2.48% | 0.44% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 924.62 K | $33.67 M | 2.97% | 0.43% |
| ROYAL BANK OF CANADA | 05/15/2026 | 875.65 K | $31.89 M | 20.98% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 799.23 K | $29.11 M | 109.97% | 0.37% |
| MAN GROUP PLC | 05/15/2026 | 779.14 K | $28.38 M | 59.80% | 0.36% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 04/30/2026 | 778.69 K | $28.36 M | 100.00% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 769.88 K | $28.04 M | -2.67% | 0.36% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 760.27 K | $27.69 M | 3.23% | 0.35% |
| 05/04/2026 | 693.39 K | $25.25 M | 12.54% | 0.32% | |
| SQUAREPOINT OPS LLC | 05/15/2026 | 679.17 K | $24.74 M | -58.92% | 0.32% |
| SEI INVESTMENTS CO | 05/13/2026 | 671.77 K | $24.47 M | 44.59% | 0.31% |
UGI Corp. institutional Ownership - FAQ's
During the previous two years, 914 institutional investors and hedge funds held shares of UGI Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 25.66 M
FMR LLC: 14.08 M
Neuberger Berman Group LLC: 8.43 M
STATE STREET CORP: 6.75 M
LSV ASSET MANAGEMENT: 6.2 M
SNYDER CAPITAL MANAGEMENT L P: 5.37 M
90.29% of UGI Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 255.02 M shares in the last 24 months. This purchase volume represents approximately $9.37 B in transactions.