Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 625 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 $6.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
May 15, 2025 Q1 2025 |
292,000
shares
|
$10.4 Million
4.4% of portfolio
|
Q4 2024
Added 44.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
291,464
shares
|
$10.4 Million
0.06% of portfolio
|
Q4 2024
Added 1232.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
284,927
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
280,744
shares
|
$10 Million
0.13% of portfolio
|
Q1 2025
Added 721.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
277,722
shares
|
$9.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 96.98%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
270,617
shares
|
$9.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.83%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
268,210
shares
|
$9.56 Million
0.49% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
267,621
shares
|
$9.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.31%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
May 15, 2025 Q1 2025 |
256,993
shares
|
$9.16 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
255,976
shares
|
$9.12 Million
0.21% of portfolio
|
Q1 2025
Added 118.61%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
241,102
shares
|
$8.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
239,401
shares
|
$8.53 Million
0.54% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
St. James Investment Company, LLC
|
Apr 28, 2025 Q1 2025 |
238,860
shares
|
$8.51 Million
1.36% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
231,907
shares
|
$8.26 Million
0.0% of portfolio
|
Q1 2025
Added 17.49%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
230,790
shares
|
$8.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 37.4%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
224,047
shares
|
$7.98 Million
0.94% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
221,823
shares
|
$7.9 Million
0.0% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
216,034
shares
|
$7.7 Million
0.45% of portfolio
|
Q1 2025
Added 14.75%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
212,305
shares
|
$7.56 Million
0.05% of portfolio
|
Q1 2025
Added 427.2%
|
|
|
New York State Teachers Retirement System
|
Apr 25, 2025 Q1 2025 |
209,967
shares
|
$7.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
May 15, 2025 Q1 2025 |
205,691
shares
|
$7.33 Million
0.01% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
May 12, 2025 Q1 2025 |
196,533
shares
|
$7 Million
1.6% of portfolio
|
Q1 2025
Reduced 50.33%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
193,209
shares
|
$6.88 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
179,418
shares
|
$6.39 Million
0.18% of portfolio
|
Q1 2025
Reduced 28.13%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
174,677
shares
|
$6.22 Million
0.01% of portfolio
|
Q1 2025
Added 524.58%
|