Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 653 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
42,445
shares
|
$1.45 Million
0.34% of portfolio
|
Q2 2025
Reduced 29.55%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
42,315
shares
|
$1.45 Million
0.07% of portfolio
|
Q2 2025
Added 209.66%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
42,080
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
41,636
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,522
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
41,114
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.7%
|
|
|
Bayforest Capital LTD
London, X0 |
Jul 28, 2025 Q2 2025 |
40,413
shares
|
$1.38 Million
0.64% of portfolio
|
Q2 2025
Added 134.12%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
39,696
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
38,519
shares
|
$1.32 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
38,177
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 21.63%
|
|
|
Jackson Creek Investment Advisors LLC
|
Aug 13, 2025 Q2 2025 |
36,560
shares
|
$1.25 Million
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Argyle Capital Management Inc.
|
Jul 24, 2025 Q2 2025 |
36,474
shares
|
$1.25 Million
0.49% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
Aug 13, 2025 Q2 2025 |
36,252
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 73.01%
|
|
|
Wright Investors Service Inc
|
Jul 11, 2025 Q2 2025 |
36,124
shares
|
$1.24 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
36,011
shares
|
$1.23 Million
0.25% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
35,716
shares
|
$1.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 50.31%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Aug 14, 2025 Q2 2025 |
35,700
shares
|
$1.22 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
35,205
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
34,750
shares
|
$1.19 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
34,490
shares
|
$1.18 Million
0.35% of portfolio
|
Q2 2025
Added 44.89%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
34,281
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
33,998
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
33,774
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
33,593
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
32,584
shares
|
$1.12 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.14%
|