Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 653 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $6.52 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
|
$974 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
26,328,407
shares
|
$928 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
9,698,077
shares
|
$342 Million
0.01% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
6,835,314
shares
|
$241 Million
0.92% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,899,884
shares
|
$173 Million
0.43% of portfolio
|
Q2 2025
Added 21.36%
|
|
|
Snyder Capital Management L P
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,807,958
shares
|
$169 Million
3.88% of portfolio
|
Q2 2025
Reduced 4.52%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
4,238,138
shares
|
$149 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
3,662,644
shares
|
$129 Million
0.14% of portfolio
|
Q2 2025
Added 16.27%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,594,345
shares
|
$127 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,276,793
shares
|
$115 Million
0.1% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Norges Bank
Oslo, Q8 |
Aug 13, 2025 Q2 2025 |
3,265,767
shares
|
$115 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
3,132,747
shares
|
$110 Million
0.23% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,910,974
shares
|
$103 Million
0.01% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,803,954
shares
|
$98.8 Million
0.02% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
2,576,169
shares
|
$90.8 Million
0.22% of portfolio
|
Q2 2025
Added 34940.38%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
2,575,271
shares
|
$90.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,486,206
shares
|
$87.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,472,128
shares
|
$87.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
2,470,299
shares
|
$87.1 Million
0.21% of portfolio
|
Q2 2025
Added 170.27%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
2,269,952
shares
|
$80 Million
2.83% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
1,885,963
shares
|
$66.5 Million
0.4% of portfolio
|
Q2 2025
Reduced 20.2%
|
|
|
Jupiter Asset Management LTD
|
Aug 08, 2025 Q2 2025 |
1,876,831
shares
|
$66.1 Million
0.61% of portfolio
|
Q4 2024
Reduced 19.47%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
1,588,443
shares
|
$56 Million
0.13% of portfolio
|
Q2 2025
Added 518.09%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Aug 14, 2025 Q2 2025 |
1,550,404
shares
|
$54.6 Million
1.11% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
1,521,319
shares
|
$53.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.98%
|