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 |
|---|---|---|---|---|---|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
581,432
shares
|
$20.7 Million
1.41% of portfolio
|
Q1 2025
Added 103.03%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
568,748
shares
|
$20.3 Million
0.01% of portfolio
|
Q4 2023
Added 3.66%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
542,000
shares
|
$19.3 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
534,536
shares
|
$19 Million
0.1% of portfolio
|
Q1 2025
Added 8.57%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
531,445
shares
|
$18.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
505,490
shares
|
$18 Million
0.41% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
505,466
shares
|
$18 Million
1.23% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
495,853
shares
|
$17.7 Million
0.06% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
494,327
shares
|
$17.6 Million
0.01% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
476,807
shares
|
$17 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
465,204
shares
|
$16.6 Million
1.03% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
452,372
shares
|
$16.1 Million
0.62% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
445,131
shares
|
$15.9 Million
0.3% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
426,750
shares
|
$15.2 Million
0.28% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
424,796
shares
|
$15.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
416,000
shares
|
$14.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
404,872
shares
|
$14.4 Million
0.01% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
401,666
shares
|
$14.3 Million
0.08% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
393,572
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
390,791
shares
|
$13.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
384,385
shares
|
$13.7 Million
0.44% of portfolio
|
Q1 2025
Added 204.18%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
377,516
shares
|
$13.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
360,000
shares
|
$12.8 Million
0.04% of portfolio
|
Q1 2025
Added 105.71%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
350,000
shares
|
$12.5 Million
0.68% of portfolio
|
Q4 2024
Reduced 24.58%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
311,878
shares
|
$11.1 Million
0.01% of portfolio
|
Q1 2024
Added 0.51%
|