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 |
|---|---|---|---|---|---|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
27,710
shares
|
$987,307
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
27,592
shares
|
$983,102
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
27,500
shares
|
$979,825
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
27,394
shares
|
$976,048
0.0% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
26,637
shares
|
$949,076
0.09% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Pine Bridge Investments, L.P.
|
May 14, 2025 Q1 2025 |
26,466
shares
|
$942,983
0.01% of portfolio
|
Q1 2025
Reduced 78.15%
|
|
|
Greenland Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
26,110
shares
|
$930,299
0.1% of portfolio
|
Q1 2025
Added 155.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
26,079
shares
|
$929,194
0.0% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
25,566
shares
|
$910,916
0.09% of portfolio
|
Q1 2025
Reduced 46.02%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
25,304
shares
|
$901,581
0.05% of portfolio
|
Q1 2025
Reduced 42.53%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
25,171
shares
|
$896,842
0.01% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
24,534
shares
|
$874,146
0.0% of portfolio
|
Q1 2025
Reduced 23.2%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
24,255
shares
|
$864,205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
23,822
shares
|
$848,777
0.0% of portfolio
|
Q1 2025
Added 63.66%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
23,805
shares
|
$848,172
0.24% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Natixis
Paris, I0 |
May 14, 2025 Q1 2025 |
23,788
shares
|
$847,566
0.0% of portfolio
|
Q1 2025
Added 6160.0%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
23,620
shares
|
$841,580
0.0% of portfolio
|
Q1 2025
Reduced 23.55%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
23,139
shares
|
$824,442
0.63% of portfolio
|
Q1 2025
Reduced 50.69%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
22,952
shares
|
$817,779
0.0% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
22,628
shares
|
$806,235
0.04% of portfolio
|
Q1 2025
Reduced 48.73%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
22,309
shares
|
$794,869
0.0% of portfolio
|
Q1 2025
Reduced 70.91%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
22,041
shares
|
$785,320
0.1% of portfolio
|
Q1 2025
Added 120.3%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
21,010
shares
|
$748,586
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,925
shares
|
$745,557
0.24% of portfolio
|
Q1 2024
Reduced 14.13%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
20,738
shares
|
$738,894
0.28% of portfolio
|
Q2 2025
Added 41.29%
|