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 |
|---|---|---|---|---|---|
|
Massachusetts Financial Services CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,474,525
shares
|
$50.5 Million
0.02% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,291,448
shares
|
$44.2 Million
0.0% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,262,441
shares
|
$43.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
1,234,308
shares
|
$42.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.19%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
May 06, 2025 Q1 2025 |
1,228,623
shares
|
$42.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
1,113,825
shares
|
$38.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 38.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,080,640
shares
|
$37 Million
0.01% of portfolio
|
Q2 2025
Added 16.1%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,056,676
shares
|
$36.2 Million
0.01% of portfolio
|
Q2 2025
Added 34.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,030,175
shares
|
$35.3 Million
0.0% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
1,008,009
shares
|
$34.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
896,869
shares
|
$30.7 Million
1.2% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
896,149
shares
|
$30.7 Million
0.01% of portfolio
|
Q2 2025
Added 878.22%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
882,794
shares
|
$30.2 Million
0.04% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
850,718
shares
|
$29.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
827,858
shares
|
$28.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
826,408
shares
|
$28.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 43.59%
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2025 Q2 2025 |
627,440
shares
|
$21.5 Million
0.18% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
622,324
shares
|
$21.3 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
618,133
shares
|
$21.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
610,900
shares
|
$20.9 Million
0.03% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Hg Vora Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
600,000
shares
|
$20.5 Million
2.52% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Sir Capital Management, L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
592,670
shares
|
$20.3 Million
2.14% of portfolio
|
Q2 2025
Reduced 27.3%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
582,013
shares
|
$19.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
572,906
shares
|
$19.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
571,744
shares
|
$19.6 Million
0.01% of portfolio
|
Q2 2025
Added 0.53%
|