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 |
|---|---|---|---|---|---|
|
Inspire Investing, LLC
Meridian, ID |
Jul 24, 2025 Q2 2025 |
32,406
shares
|
$1.11 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
32,310
shares
|
$1.11 Million
0.19% of portfolio
|
Q4 2022
Reduced 8.31%
|
|
|
Bcm Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
32,225
shares
|
$1.1 Million
0.25% of portfolio
|
Q2 2022
Added 55.56%
|
|
|
Castle Knight Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
31,600
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
31,121
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 44.2%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
30,600
shares
|
$1.05 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
30,424
shares
|
$1.04 Million
0.08% of portfolio
|
Q2 2025
Reduced 16.32%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
29,852
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 104.89%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
29,575
shares
|
$1.01 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
29,478
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
29,339
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Reduced 53.99%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
29,177
shares
|
$998,728
0.01% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
29,043
shares
|
$994,141
0.1% of portfolio
|
Q4 2022
Added 99.13%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
29,014
shares
|
$993,149
0.16% of portfolio
|
Q2 2025
Added 132.22%
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
28,846
shares
|
$987,398
0.01% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
28,789
shares
|
$985,447
0.02% of portfolio
|
Q2 2025
Added 273.74%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
28,599
shares
|
$978,943
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
28,359
shares
|
$970,728
0.0% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
27,500
shares
|
$941,324
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
27,221
shares
|
$931,774
0.1% of portfolio
|
Q2 2025
Added 1702.72%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
27,044
shares
|
$925,716
0.09% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Wexford Capital LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
26,963
shares
|
$922,943
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
26,292
shares
|
$899,975
0.07% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Isam Funds (Uk) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
25,923
shares
|
$887,344
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
25,884
shares
|
$886,009
0.26% of portfolio
|
Q2 2025
Reduced 68.0%
|