UGI

UGI · NYSE

$38.58+$0.51 (+1.34%)TodayMarket closed ·
Prev close $38.07

Who owns UGI

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 43.5% of UGI’s shares.

  • BlackRock Institutional Trust Company, N.A.10.8%
  • Vanguard Portfolio Management, LLC5.9%
  • Fidelity Management & Research Company LLC5.0%
  • Vanguard Capital Management, LLC4.5%
  • Next 6 largest institutions17.3%
  • All other shareholders56.5%
Top institutional holders of UGI
HolderShares% of shares
BlackRock Institutional Trust Company, N.A.23.16M10.80%
Vanguard Portfolio Management, LLC12.62M5.88%
Fidelity Management & Research Company LLC10.69M4.99%
Vanguard Capital Management, LLC9.65M4.50%
Neuberger Berman, LLC8.20M3.83%
State Street Investment Management (US)6.87M3.20%
LSV Asset Management6.23M2.91%
Fuller & Thaler Asset Management Inc.5.88M2.74%
Snyder Capital Management, L.P.5.37M2.50%
Geode Capital Management, L.L.C.4.54M2.12%

Largest mutual fund holders

Top mutual fund holders of UGI
HolderShares% of shares
iShares Core S&P Mid-Cap ETF7.51M3.50%
Vanguard Total Stock Market Index Fund6.82M3.18%
Vanguard Small-Cap Index Fund4.93M2.30%
Undiscovered Managers Behavioral Value Fund4.69M2.19%
iShares Select Dividend ETF4.41M2.06%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders sold $852.49K (1 trade) of UGI on the open market, with no buys.

Latest UGI insider transactions
InsiderTypeSharesValue
Shea-Ballay KathleenOption exercise25.36K—
Shea-Ballay KathleenSale25.36K$852.49K
Shea-Ballay KathleenOption exercise25.36K$623.86K

Short interest

Settled Sep 30, 2026

Shares short
11.65M
Days to cover
5.51
% of shares outstanding
5.43%
Average daily volume
2.11M
Change since last report
−9.9%

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