UGI Institutional Ownership & Top Shareholders
UGI is held by 4 institutional investors with a total reported value of $18.80M. This analysis highlights the top institutional shareholders, including Miller Value Partners, Renaissance Technologies LLC, Sequoia Financial Advisors, and other major asset managers, who collectively account for approximately 100% of the total institutional ownership.Miller Value Partners remains the largest institutional holder, with a position valued at approximately $9.81M. This page provides insight into institutional ownership concentration, portfolio allocations, and long-term holding patterns across major investment firms to understand institutional sentiment toward UGI CORP.
Related UGI Insights:
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance |
|---|---|---|---|---|
| Miller Value Partners | Bill Miller | 3.46% | 262,000 | $9,806,660 |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 214,220 | $8,018,255 |
| Sequoia Financial Advisors | 0.00% | 14,960 | $544,827 | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.00% | 11,701 | $426,150 |
Frequently asked questions about UGI
Who owns the most UGI stock?
The largest holders of UGI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for UGI CORP (UGI).
Is UGI widely held by superinvestors?
Many widely followed stocks like UGI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UGI is represented among the institutional managers we track.