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 |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,365,552
shares
|
$48.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.07%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
May 02, 2025 Q1 2025 |
1,299,210
shares
|
$46.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,291,448
shares
|
$46 Million
0.0% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
1,228,623
shares
|
$43.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
1,107,486
shares
|
$39.5 Million
0.04% of portfolio
|
Q1 2025
Added 56.28%
|
|
|
Pro Share Advisors LLC
|
May 08, 2025 Q1 2025 |
1,012,497
shares
|
$36.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 25.38%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,010,719
shares
|
$36 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,004,667
shares
|
$35.8 Million
0.0% of portfolio
|
Q1 2025
Added 7.66%
|
|
|
Hg Vora Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,000,000
shares
|
$35.6 Million
3.34% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
965,397
shares
|
$34.4 Million
0.05% of portfolio
|
Q1 2025
Added 30.17%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
930,787
shares
|
$33.2 Million
0.01% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
914,026
shares
|
$32.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 71.18%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
890,840
shares
|
$31.7 Million
1.23% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
865,006
shares
|
$30.8 Million
0.04% of portfolio
|
Q1 2025
Added 33.12%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
May 15, 2025 Q1 2025 |
862,116
shares
|
$30.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 23.72%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
858,283
shares
|
$30.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 29.45%
|
|
|
Sir Capital Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
815,266
shares
|
$29 Million
2.56% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
785,327
shares
|
$28 Million
0.01% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Sourcerock Group LLC
Denver, CO |
May 15, 2025 Q1 2025 |
726,396
shares
|
$25.9 Million
1.47% of portfolio
|
Q1 2025
Reduced 29.13%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
637,013
shares
|
$22.7 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
634,649
shares
|
$22.6 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
627,716
shares
|
$22.4 Million
0.86% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
618,133
shares
|
$22 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
606,815
shares
|
$21.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
596,811
shares
|
$21.3 Million
0.03% of portfolio
|
Q1 2025
Added 35.59%
|