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Institutional Holders of UGI

There is a long list of 439 institutional holders of UGI within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of UGI by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-UGI table below, the initial column indicates the name of each top institutional holder of UGI, with a link to that fund's top holdings. The next columns indicate the amount of UGI stock held by each of the institutional holders of UGI, followed by the UGI position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
BlackRock Inc.29,343,432$721,848 12/31/2023
     UGI29,343,432$721,848 12/31/2023
Vanguard Group Inc.26,897,100$661,669 12/31/2023
     UGI26,897,100$661,669 12/31/2023
State Street Corp10,286,355$256,854 12/31/2023
     UGI10,286,355$256,854 12/31/2023
Deutsche Bank AG6,875,695$169,142 12/31/2023
     UGI6,875,695$169,142 12/31/2023
First Eagle Investment Management LLC6,640,603$163,359 12/31/2023
     UGI6,640,603$163,359 12/31/2023
Snyder Capital Management L P4,591,022$117,364 12/31/2023
     UGI4,591,022$117,364 12/31/2023
FMR LLC4,103,199$100,939 12/31/2023
     UGI4,103,199$100,939 12/31/2023
Mitsubishi UFJ Trust & Banking Corp3,700,611$91,035 12/31/2023
     UGI3,700,611$91,035 12/31/2023
Geode Capital Management LLC3,234,399$79,579 12/31/2023
     UGI3,234,399$79,579 12/31/2023
Northern Trust Corp2,969,786$73,057 12/31/2023
     UGI2,969,786$73,057 12/31/2023
LSV Asset Management2,909,750$71,580 12/31/2023
     UGI2,909,750$71,580 12/31/2023
Bank of New York Mellon Corp2,744,465$67,514 12/31/2023
     UGI2,744,465$67,514 12/31/2023
Federated Hermes Inc.2,502,192$61,554 12/31/2023
     UGI2,502,192$61,554 12/31/2023
Morgan Stanley2,316,027$56,974 12/31/2023
     UGI2,316,027$56,974 12/31/2023
Norges Bank1,871,291$46,034 12/31/2023
     UGI1,871,291$46,034 12/31/2023
NFJ Investment Group LLC1,870,994$46,026 12/31/2023
     UGI1,870,994$46,026 12/31/2023
Diamond Hill Capital Management Inc.1,846,799$45,431 12/31/2023
     UGI1,846,799$45,431 12/31/2023
Deprince Race & Zollo Inc.1,839,969$45,263 12/31/2023
     UGI1,839,969$45,263 12/31/2023
Zimmer Partners LP1,767,901$43,490 12/31/2023
     UGI1,767,901$43,490 12/31/2023
Russell Investments Group Ltd.1,673,993$41,181 12/31/2023
     UGI1,673,993$41,181 12/31/2023
Charles Schwab Investment Management Inc.1,588,108$39,067 12/31/2023
     UGI1,588,108$39,067 12/31/2023
Dimensional Fund Advisors LP1,541,109$37,912 12/31/2023
     UGI1,541,109$37,912 12/31/2023
ProShare Advisors LLC1,430,153$35,182 12/31/2023
     UGI1,430,153$35,182 12/31/2023
Flat Footed LLC $31,926 12/31/2023
     UGI1,161,216$28,566 12/31/2023
     Call136,600$3,360 12/31/2023
Adage Capital Partners GP L.L.C.1,275,000$31,365 12/31/2023
     UGI1,275,000$31,365 12/31/2023
Millennium Management LLC1,255,184$30,878 12/31/2023
     UGI1,255,184$30,878 12/31/2023
Invesco Ltd.1,220,057$30,013 12/31/2023
     UGI1,220,057$30,013 12/31/2023
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,146,797$28,211 12/31/2023
     UGI1,146,797$28,211 12/31/2023
Qube Research & Technologies Ltd1,115,800$27,449 12/31/2023
     UGI1,115,800$27,449 12/31/2023
Ameriprise Financial Inc.1,089,724$26,817 12/31/2023
     UGI1,089,724$26,817 12/31/2023
The Manufacturers Life Insurance Company 1,059,120$26,054 12/31/2023
     UGI1,059,120$26,054 12/31/2023
Brandywine Global Investment Management LLC1,003,229$24,679 12/31/2023
     UGI1,003,229$24,679 12/31/2023
Bank of America Corp DE992,099$24,406 12/31/2023
     UGI992,099$24,406 12/31/2023
Victory Capital Management Inc.977,979$24,058 12/31/2023
     UGI977,979$24,058 12/31/2023
JPMorgan Chase & Co.946,256$23,278 12/31/2023
     UGI946,256$23,278 12/31/2023
Nuveen Asset Management LLC892,233$21,953 12/31/2023
     UGI892,233$21,953 12/31/2023
SIR Capital Management L.P.859,588$21,146 12/31/2023
     UGI859,588$21,146 12/31/2023
Principal Financial Group Inc.769,054$18,919 12/31/2023
     UGI769,054$18,919 12/31/2023
Jane Street Group LLC $18,133 12/31/2023
     UGI496,118$12,205 12/31/2023
     Call313,100$7,702 12/31/2023
     Put72,100$1,774 12/31/2023
AQR Capital Management LLC712,123$17,518 12/31/2023
     UGI712,123$17,518 12/31/2023
Managed Asset Portfolios LLC684,551$16,840 12/31/2023
     UGI684,551$16,840 12/31/2023
Bragg Financial Advisors Inc652,439$16,050 12/31/2023
     UGI652,439$16,050 12/31/2023
Rhumbline Advisers626,575$15,414 12/31/2023
     UGI626,575$15,414 12/31/2023
Legal & General Group Plc589,578$14,504 12/31/2023
     UGI589,578$14,504 12/31/2023
Cubist Systematic Strategies LLC $13,817 12/31/2023
     UGI539,473$13,271 12/31/2023
     Call86,400$2,125 12/31/2023
     Put64,200$1,579 12/31/2023
Gabelli Funds LLC520,100$12,794 12/31/2023
     UGI520,100$12,794 12/31/2023
Wedge Capital Management L L P NC513,714$12,607 03/31/2024
     UGI513,714$12,607 03/31/2024
Retirement Systems of Alabama496,762$12,220 12/31/2023
     UGI496,762$12,220 12/31/2023
Point72 Asset Management L.P.468,578$11,527 12/31/2023
     UGI468,578$11,527 12/31/2023
Prudential Financial Inc.466,569$11,478 12/31/2023
     UGI466,569$11,478 12/31/2023

See All: Funds Holding UGI
See Details: Top 10 Hedge Funds Holding UGI
Also See: UGI Insider Buying
Also See: UGI Holdings Changes

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