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 |
|---|---|---|---|---|---|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
11,662
shares
|
$399,190
0.04% of portfolio
|
Q2 2025
Reduced 54.38%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
11,500
shares
|
$393,644
0.0% of portfolio
|
Q1 2024
Reduced 68.18%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
11,354
shares
|
$388,647
0.07% of portfolio
|
Q2 2025
Added 54.04%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
11,322
shares
|
$387,552
0.26% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,253
shares
|
$385,190
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
11,204
shares
|
$383,512
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
11,151
shares
|
$381,698
0.0% of portfolio
|
Q2 2025
Reduced 15.59%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
11,141
shares
|
$381,356
0.0% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
10,990
shares
|
$376,187
0.01% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
10,789
shares
|
$369,307
0.01% of portfolio
|
Q2 2025
Added 58.92%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
10,665
shares
|
$365,062
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
10,580
shares
|
$362,153
0.01% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 24, 2025 Q2 2025 |
10,554
shares
|
$361,263
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
10,433
shares
|
$357,121
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
10,427
shares
|
$356,916
0.05% of portfolio
|
Q2 2025
Reduced 52.69%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
10,176
shares
|
$348,324
0.03% of portfolio
|
Q2 2025
Reduced 36.66%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
10,120
shares
|
$346,407
0.0% of portfolio
|
Q2 2025
Reduced 6.93%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
10,047
shares
|
$343,908
0.01% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Needham Investment Management LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$342,299
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
10,000
shares
|
$342,299
0.02% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
10,000
shares
|
$342,299
0.08% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
9,948
shares
|
$340,520
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
9,806
shares
|
$335,659
0.02% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jul 28, 2025 Q2 2025 |
9,773
shares
|
$334,529
0.94% of portfolio
|
Q2 2025
Reduced 14.07%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
9,770
shares
|
$334,427
0.15% of portfolio
|
Q2 2025
Added 0.83%
|