Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 625 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
27,632,523
shares
|
$985 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
26,812,750
shares
|
$955 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
9,385,901
shares
|
$334 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
6,805,953
shares
|
$242 Million
0.89% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Snyder Capital Management L P
San Francisco, CA |
May 15, 2025 Q1 2025 |
5,035,692
shares
|
$179 Million
3.77% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
4,275,737
shares
|
$152 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.48%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,120,082
shares
|
$147 Million
0.02% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
4,037,604
shares
|
$144 Million
0.32% of portfolio
|
Q1 2025
Added 6.64%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
3,892,003
shares
|
$139 Million
0.29% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
3,150,059
shares
|
$112 Million
0.12% of portfolio
|
Q1 2025
Added 81.1%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,987,818
shares
|
$106 Million
0.09% of portfolio
|
Q1 2025
Added 91.49%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,793,572
shares
|
$99.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
2,678,858
shares
|
$95.4 Million
0.02% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,644,716
shares
|
$94.2 Million
0.02% of portfolio
|
Q1 2025
Added 11.78%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
2,592,843
shares
|
$92.4 Million
0.08% of portfolio
|
Q1 2025
Added 110.7%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
2,510,065
shares
|
$89.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
May 14, 2025 Q1 2025 |
2,363,363
shares
|
$84.2 Million
0.49% of portfolio
|
Q1 2025
Reduced 21.44%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
2,168,952
shares
|
$77.3 Million
2.45% of portfolio
|
Q1 2025
Reduced 8.7%
|
|
|
Corvex Management LP
New York, NY |
May 15, 2025 Q1 2025 |
1,960,815
shares
|
$69.9 Million
3.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jupiter Asset Management LTD
|
May 09, 2025 Q1 2025 |
1,876,831
shares
|
$66.9 Million
0.64% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
1,653,256
shares
|
$58.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 31.61%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,567,603
shares
|
$55.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Energy Income Partners, LLC
Westport, CT |
May 15, 2025 Q1 2025 |
1,554,344
shares
|
$55.4 Million
0.98% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
1,464,873
shares
|
$52.2 Million
0.01% of portfolio
|
Q1 2025
Added 170.07%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
1,455,453
shares
|
$51.9 Million
0.05% of portfolio
|
Q1 2025
Added 0.56%
|