Recent Quarter Total Invested
$4.19 B
Recent Quarter Institutional Ownership Percentage
87.19%
Total Invested of Last Quarter
$4.21 B
Ownership Percentage of Last Quarter
81.61%
UGI Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 27.77 M | $636.00 M | 3.36% | 13.24% |
| BLACKROCK INC. | 08/13/2024 | 27.63 M | $632.78 M | -7.87% | 13.17% |
| STATE STREET CORP | 08/14/2024 | 9.36 M | $217.84 M | -8.27% | 4.46% |
| FMR LLC | 08/13/2024 | 6.63 M | $151.87 M | 25.05% | 3.16% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 08/09/2024 | 5.36 M | $122.78 M | 69,152.73% | 2.56% |
| ZIMMER PARTNERS, LP | 08/14/2024 | 5.31 M | $121.70 M | 431.44% | 2.53% |
| SNYDER CAPITAL MANAGEMENT L P | 08/14/2024 | 5.01 M | $114.72 M | -5.02% | 2.39% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 08/08/2024 | 4.58 M | $104.87 M | 22.24% | 2.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 3.56 M | $81.55 M | 2.98% | 1.70% |
| FEDERATED HERMES, INC. | 08/08/2024 | 3.54 M | $81.01 M | 28.68% | 1.69% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/12/2024 | 3.27 M | $74.83 M | -29.04% | 1.56% |
| NORTHERN TRUST CORP | 08/14/2024 | 3.20 M | $73.17 M | 13.36% | 1.52% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 3.02 M | $69.27 M | 13.35% | 1.44% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 2.76 M | $63.11 M | -1.61% | 1.31% |
| MORGAN STANLEY | 08/14/2024 | 2.66 M | $60.81 M | -6.99% | 1.27% |
| NORGES BANK | 08/14/2024 | 2.52 M | $57.75 M | 100.00% | 1.20% |
| INVESCO LTD. | 08/13/2024 | 2.51 M | $57.47 M | -15.84% | 1.20% |
| PROSHARE ADVISORS LLC | 08/13/2024 | 2.45 M | $55.99 M | 84.91% | 1.17% |
| JUPITER ASSET MANAGEMENT LTD | 08/08/2024 | 2.33 M | $53.37 M | 100.00% | 1.11% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 2.33 M | $53.29 M | 32.17% | 1.11% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 2.03 M | $46.38 M | 112.66% | 0.97% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 1.90 M | $43.48 M | 355.17% | 0.90% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 1.70 M | $38.82 M | 1.10% | 0.81% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 1.59 M | $36.35 M | 13.24% | 0.76% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 08/08/2024 | 1.59 M | $36.30 M | -11.27% | 0.76% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 1.58 M | $36.13 M | 38.62% | 0.75% |
| VICTORY CAPITAL MANAGEMENT INC | 08/05/2024 | 1.35 M | $30.92 M | 19.64% | 0.64% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 1.34 M | $30.65 M | -23.83% | 0.64% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 08/14/2024 | 1.20 M | $27.54 M | -12.04% | 0.57% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 1.10 M | $25.11 M | 135.65% | 0.52% |
| NFJ INVESTMENT GROUP, LLC | 08/14/2024 | 1.05 M | $24.15 M | -41.05% | 0.50% |
| CITADEL ADVISORS LLC | 08/14/2024 | 1.03 M | $23.58 M | 23.74% | 0.49% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2024 | 1.00 M | $22.90 M | 90.48% | 0.48% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 991,155 | $22.70 M | 162.84% | 0.47% |
| PRUDENTIAL FINANCIAL INC | 08/13/2024 | 927,184 | $21.23 M | 327.11% | 0.44% |
| JPMORGAN CHASE & CO | 08/12/2024 | 909,077 | $20.82 M | -14.82% | 0.43% |
| THRIVENT FINANCIAL FOR LUTHERANS | 08/13/2024 | 732,493 | $16.77 M | -1.29% | 0.35% |
| BRAGG FINANCIAL ADVISORS, INC | 08/15/2024 | 720,564 | $16.50 M | 0.55% | 0.34% |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | 08/14/2024 | 706,593 | $16.18 M | 100.00% | 0.34% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 698,067 | $15.99 M | -11.52% | 0.33% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 664,771 | $15.32 M | -16.86% | 0.32% |
| BURNEY CO/ | 07/29/2024 | 633,764 | $14.51 M | -15.34% | 0.30% |
| RHUMBLINE ADVISERS | 08/01/2024 | 589,683 | $13.50 M | -1.52% | 0.28% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 584,245 | $13.38 M | 82.81% | 0.28% |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 07/17/2024 | 578,469 | $13.25 M | 12.61% | 0.28% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 569,339 | $13.04 M | 67.43% | 0.27% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 565,044 | $12.94 M | -37.99% | 0.27% |
| GABELLI FUNDS LLC | 08/13/2024 | 559,600 | $12.81 M | 2.10% | 0.27% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 558,591 | $12.79 M | 97.43% | 0.27% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 556,689 | $12.75 M | 67.14% | 0.27% |
UGI Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of UGI shares?
During the previous two years, 730 institutional investors and hedge funds held shares of UGI Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 27.77 M
BlackRock Inc.: 27.63 M
STATE STREET CORP: 9.36 M
FMR LLC: 6.63 M
FULLER & THALER ASSET MANAGEMENT, INC.: 5.36 M
Zimmer Partners, LP: 5.31 M
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What percentage of UGI Corporation stock is owned by institutional investors?
87.19% of UGI Corporation stock is owned by institutional investors.
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How much institutional buying is happening at UGI ?
Institutional investors have bought a total of 213.17 M shares in the last 24 months. This purchase volume represents approximately $5.33 B in transactions.