Ugi Corp /Pa/ (UGI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

174,666,667Shares Outstanding

1,609,873Shares held by institutions

$62,124,999Value of institutional holdings

79.16%Institutional ownership %

1.96%Shares Changed QoQ

451No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Ugi Corp /Pa/ (NYSE:UGI) currently has 576 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

Ugi saw its institutional ownership percentage fell to 87.4% in December 2025 from 89.6% in September 2025.
Institutional share ownership changed by 3.61% QoQ, while the number of institutional owners saw an increase of 14.06% YoY.
Among the 576 institutional holders of Ugi, 289 added to their stakes while 195 trimmed their positions and 92 held steady.
The total number of shares held by institutions in Ugi increased to 193.67Mn as of December 2025, a net change of up by 6.75Mn shares quarter on quarter, and down 4.65Mn shares year over year.
With 25.43Mn shares, BlackRock, Inc. commands the largest institutional position in Ugi as of December 31, 2025, equating to 11.47% of the company.
Among the most significant buyers of Ugi during December 2025 were Neuberger Berman Group LLC (3.80Mn), NORGES BANK (2.94Mn), MANUFACTURERS LIFE INSURANCE COMPANY, THE (1.19Mn), GOLDMAN SACHS GROUP INC (971.73K), Squarepoint Ops LLC (937.68K).
Leading sellers of Ugi stock in December 2025 included Pictet Asset Management Holding SA (2.49Mn), VANGUARD GROUP INC (1.60Mn), FULLER & THALER ASSET MANAGEMENT, INC. (826.21K), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (788.72K), JPMORGAN CHASE & CO (556.12K).
The top 10 institutional holders of Ugi for the quarter ending December 2025 included BlackRock, Inc. (25.43Mn), VANGUARD GROUP INC (22.68Mn), FMR LLC (13.40Mn), STATE STREET CORP (9.08Mn), Neuberger Berman Group LLC (7.33Mn), LSV ASSET MANAGEMENT (5.78Mn), FULLER & THALER ASSET MANAGEMENT, INC. (5.55Mn), SNYDER CAPITAL MANAGEMENT L P (5.51Mn), GEODE CAPITAL MANAGEMENT, LLC (4.34Mn), NORTHERN TRUST CORP (3.42Mn).

576 Institutional Holders

1,609,873 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	25,425,789	149,360	0.59%	$951,687,287.00
VANGUARD GROUP INC	31 Dec, 2025	22,682,203	-1,603,458	-6.60%	$848,994,858.00
FMR LLC	31 Dec, 2025	13,396,036	681,040	5.36%	$501,413,663.00
STATE STREET CORP	31 Dec, 2025	9,081,665	-391,975	-4.14%	$343,306,188.00
Neuberger Berman Group LLC	31 Dec, 2025	7,334,009	3,795,046	107.24%	$274,511,958.00
LSV ASSET MANAGEMENT	31 Dec, 2025	5,775,509	-118,754	-2.01%	$216,177.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	5,546,238	-826,209	-12.97%	$207,595,706.00
SNYDER CAPITAL MANAGEMENT L P	31 Dec, 2025	5,510,710	156,593	2.92%	$206,265,875.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	4,342,677	-132,367	-2.96%	$162,577,770.00
NORTHERN TRUST CORP	31 Dec, 2025	3,416,658	-86,224	-2.46%	$127,885,509.00
CAPTRUST FINANCIAL ADVISORS	31 Dec, 2025	3,191,444	327,511	11.44%	$119,455,754.00
NORGES BANK	31 Dec, 2025	2,942,537	2,942,537	0.00%	$110,139,160.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,866,116	36,679	1.30%	$107,281,684.00
FIRST TRUST ADVISORS LP	31 Dec, 2025	2,828,724	441,535	18.50%	$105,879,143.00
MORGAN STANLEY	31 Dec, 2025	2,768,790	-91,559	-3.20%	$103,635,883.00
Bank of New York Mellon Corp	31 Dec, 2025	2,513,301	-43,149	-1.69%	$94,072,838.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	2,408,324	-67,005	-2.71%	$90,143,567.00
Mitsubishi UFJ Trust & Banking Corp	31 Dec, 2025	2,203,547	-388,079	-14.97%	$82,500,799.00
FEDERATED HERMES, INC.	31 Dec, 2025	2,087,228	-348,963	-14.32%	$78,124,945.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	1,943,024	971,727	100.04%	$72,727,389.00

1 - 20 of 576

Research Tools