UGI Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 28.35 M | $709.29 M | 2.07% | 13.46% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 27.96 M | $699.67 M | 100.00% | 13.27% |
| FMR LLC | 11/13/2024 | 9.42 M | $235.66 M | 42.02% | 4.47% |
| STATE STREET CORP | 11/14/2024 | 9.21 M | $233.92 M | -1.57% | 4.37% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 11/13/2024 | 7.11 M | $177.98 M | 32.68% | 3.38% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 11/12/2024 | 5.14 M | $128.70 M | 12.33% | 2.44% |
| SNYDER CAPITAL MANAGEMENT L P | 11/14/2024 | 5.05 M | $126.31 M | 0.77% | 2.40% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 4.76 M | $127.25 M | 33.79% | 2.26% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 3.44 M | $86.13 M | 13.81% | 1.63% |
| MORGAN STANLEY | 11/14/2024 | 2.81 M | $70.40 M | 5.96% | 1.34% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 2.79 M | $69.80 M | 37.85% | 1.33% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 2.55 M | $63.85 M | -7.41% | 1.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 2.50 M | $62.63 M | 47.67% | 1.19% |
| JUPITER ASSET MANAGEMENT LTD | 11/12/2024 | 2.33 M | $58.31 M | 0.00% | 1.11% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 2.21 M | $55.25 M | -5.11% | 1.05% |
| INVESCO LTD. | 11/12/2024 | 2.11 M | $52.75 M | -15.99% | 1.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.89 M | $47.23 M | 18.92% | 0.90% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 1.57 M | $39.32 M | -0.37% | 0.75% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 1.54 M | $38.50 M | -18.96% | 0.73% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 11/04/2024 | 1.54 M | $38.42 M | -3.14% | 0.73% |
| THRIVENT FINANCIAL FOR LUTHERANS | 11/07/2024 | 1.51 M | $37.71 M | 105.77% | 0.72% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 1.47 M | $36.81 M | 8.97% | 0.70% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 11/14/2024 | 1.40 M | $35.07 M | 16.56% | 0.67% |
| JPMORGAN CHASE & CO | 12/26/2024 | 1.23 M | $30.72 M | 35.05% | 0.58% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 1.08 M | $27.05 M | -19.23% | 0.51% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 1.03 M | $25.69 M | 3.59% | 0.49% |
| NFJ INVESTMENT GROUP, LLC | 11/14/2024 | 982,728 | $24.59 M | -6.80% | 0.47% |
| PORTMAN SQUARE CAPITAL LLP | 10/16/2024 | 958,000 | $23.97 M | 100.00% | 0.45% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 903,583 | $22.61 M | 371.15% | 0.43% |
| BRAGG FINANCIAL ADVISORS, INC | 11/14/2024 | 723,159 | $18.09 M | 0.36% | 0.34% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 11/14/2024 | 682,856 | $17.09 M | -3.36% | 0.32% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 655,975 | $16.41 M | 16.09% | 0.31% |
| BURNEY CO/ | 10/18/2024 | 642,835 | $16.08 M | 1.43% | 0.31% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 642,674 | $16.08 M | 15.05% | 0.31% |
| TWIN TREE MANAGEMENT, LP | 11/13/2024 | 638,500 | $15.98 M | 29.88% | 0.30% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 630,604 | $15.61 M | 10.76% | 0.30% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 626,816 | $15.79 M | -5.71% | 0.30% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 621,163 | $15.54 M | 61.61% | 0.29% |
| RHUMBLINE ADVISERS | 11/12/2024 | 590,357 | $14.77 M | 0.11% | 0.28% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 582,255 | $14.57 M | -0.34% | 0.28% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 574,000 | $14.36 M | 88.75% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 568,477 | $14.22 M | 6.87% | 0.27% |
| GABELLI FUNDS LLC | 11/13/2024 | 564,600 | $14.13 M | 0.89% | 0.27% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 10/11/2024 | 555,931 | $13.91 M | -3.90% | 0.26% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/13/2024 | 555,332 | $13.89 M | -0.20% | 0.26% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2024 | 528,064 | $13.21 M | 48.51% | 0.25% |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 11/14/2024 | 524,937 | $13.13 M | -1.48% | 0.25% |
| CRESSET ASSET MANAGEMENT, LLC | 11/14/2024 | 511,235 | $12.98 M | 3.17% | 0.24% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 497,194 | $12.44 M | -28.78% | 0.24% |
| RETIREMENT SYSTEMS OF ALABAMA | 12/06/2024 | 495,196 | $12.39 M | 0.42% | 0.24% |
UGI Corporationinstitutional Ownership - FAQ's
During the previous two years, 738 institutional investors and hedge funds held shares of UGI Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 28.35 M
BlackRock Funding, Inc. /DE: 27.96 M
FMR LLC: 9.42 M
STATE STREET CORP: 9.21 M
FULLER & THALER ASSET MANAGEMENT, INC.: 7.11 M
Mitsubishi UFJ Trust & Banking Corp: 5.14 M
84.35% of UGI Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 227.40 M shares in the last 24 months. This purchase volume represents approximately $6.38 B in transactions.