Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 627 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 $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
36,124
shares
|
$1.29 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Argyle Capital Management Inc.
|
Apr 29, 2025 Q1 2025 |
35,924
shares
|
$1.28 Million
0.45% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
May 15, 2025 Q1 2025 |
35,700
shares
|
$1.27 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
35,192
shares
|
$1.25 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
34,750
shares
|
$1.24 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
34,114
shares
|
$1.22 Million
0.15% of portfolio
|
Q1 2025
Added 1033.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
33,998
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
33,980
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
33,934
shares
|
$1.21 Million
0.16% of portfolio
|
Q1 2025
Added 32.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
32,916
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 41.77%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
32,629
shares
|
$1.16 Million
0.23% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
32,310
shares
|
$1.15 Million
0.19% of portfolio
|
Q4 2022
Reduced 8.31%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
32,225
shares
|
$1.15 Million
0.24% of portfolio
|
Q2 2022
Added 55.56%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
31,434
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
31,388
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 26.01%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
30,925
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
30,038
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
30,033
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 58.02%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
29,648
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
29,575
shares
|
$1.05 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
29,259
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 49.72%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
29,152
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
29,043
shares
|
$1.03 Million
0.1% of portfolio
|
Q4 2022
Added 99.13%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
28,558
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
28,416
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 94.49%
|