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 |
|---|---|---|---|---|---|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
60,794
shares
|
$2.17 Million
0.19% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
May 14, 2025 Q1 2025 |
60,449
shares
|
$2.15 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sciencast Management LP
|
May 15, 2025 Q1 2025 |
60,251
shares
|
$2.15 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Louisiana State Employees Retirement System
|
May 01, 2025 Q1 2025 |
60,200
shares
|
$2.14 Million
0.04% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
60,000
shares
|
$2.14 Million
0.12% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
58,182
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
57,653
shares
|
$2.05 Million
0.1% of portfolio
|
Q1 2025
Added 122.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
56,492
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 135.66%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
55,853
shares
|
$1.99 Million
0.57% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
55,837
shares
|
$1.99 Million
0.03% of portfolio
|
Q1 2025
Added 4.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
55,769
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 40.58%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
May 06, 2025 Q1 2025 |
53,105
shares
|
$1.89 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
51,480
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
State Of Michigan Retirement System
|
Apr 30, 2025 Q1 2025 |
51,458
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
May 13, 2025 Q1 2025 |
51,349
shares
|
$1.83 Million
0.01% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
50,593
shares
|
$1.8 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
50,290
shares
|
$1.79 Million
0.12% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
May 08, 2025 Q1 2025 |
49,600
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
49,297
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
47,770
shares
|
$1.7 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 14, 2025 Q1 2025 |
47,762
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
47,578
shares
|
$1.7 Million
0.12% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
46,471
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2024
Added 78.25%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
46,075
shares
|
$1.64 Million
0.01% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
46,042
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 61.67%
|