Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 586 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $5.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
29,648
shares
|
$972,157
0.02% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
29,575
shares
|
$969,764
0.22% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
29,535
shares
|
$968,452
0.01% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
29,043
shares
|
$952,319
0.1% of portfolio
|
Q4 2022
Added 99.13%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
28,961
shares
|
$949,631
0.15% of portfolio
|
Q4 2024
Added 49.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
28,860
shares
|
$946,319
0.01% of portfolio
|
Q4 2024
Added 66.89%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
28,728
shares
|
$941,991
0.17% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
28,487
shares
|
$934,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
28,479
shares
|
$933,826
0.02% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,967
shares
|
$917,037
0.0% of portfolio
|
Q4 2024
Reduced 41.07%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
27,944
shares
|
$916,283
0.1% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
27,578
shares
|
$904,282
0.01% of portfolio
|
Q4 2024
Added 57.39%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
27,524
shares
|
$902,511
0.01% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
27,500
shares
|
$901,725
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
26,637
shares
|
$873,427
0.09% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
25,911
shares
|
$849,621
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
25,548
shares
|
$837,718
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
25,313
shares
|
$830,013
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
25,207
shares
|
$826,537
0.0% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
State Of Alaska, Department Of Revenue
|
Apr 21, 2025 Q1 2025 |
25,171
shares
|
$825,357
0.01% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
24,109
shares
|
$790,534
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
23,972
shares
|
$786,041
0.0% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
23,822
shares
|
$781,123
0.0% of portfolio
|
Q1 2025
Added 63.66%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
23,805
shares
|
$780,565
0.24% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
23,218
shares
|
$761,318
0.0% of portfolio
|
Q4 2024
Added 36.51%
|