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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
46,042
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 61.67%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
45,551
shares
|
$1.62 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
45,405
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
45,384
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
45,200
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2023
Reduced 28.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,107
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2023
Reduced 59.96%
|
|
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
May 14, 2025 Q1 2025 |
44,000
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
43,960
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 52.32%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
43,626
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
43,547
shares
|
$1.55 Million
0.16% of portfolio
|
Q1 2025
Added 1718.25%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
43,496
shares
|
$1.55 Million
0.03% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
43,328
shares
|
$1.54 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
42,800
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
42,266
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
42,181
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Added 236.45%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
41,594
shares
|
$1.48 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,522
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
41,412
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2025
Added 139.94%
|
|
|
Elo Mutual Pension Insurance CO
|
May 15, 2025 Q1 2025 |
40,475
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
39,696
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
37,972
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wright Investors Service Inc
|
Apr 09, 2025 Q1 2025 |
36,969
shares
|
$1.32 Million
0.42% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
36,394
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.18%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
36,359
shares
|
$1.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
36,340
shares
|
$1.29 Million
0.16% of portfolio
|
Q1 2025
New holding
|