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 |
|---|---|---|---|---|---|
|
Sourcerock Group LLC
Denver, CO |
Aug 14, 2025 Q2 2025 |
564,607
shares
|
$19.3 Million
1.17% of portfolio
|
Q2 2025
Reduced 22.27%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
546,683
shares
|
$18.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 36.31%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
534,485
shares
|
$18.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
528,453
shares
|
$18.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
522,382
shares
|
$17.9 Million
0.44% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
500,944
shares
|
$17.1 Million
1.06% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Retirement Systems Of Alabama
|
Aug 04, 2025 Q2 2025 |
496,494
shares
|
$17 Million
0.07% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
489,836
shares
|
$16.8 Million
0.01% of portfolio
|
Q2 2025
Added 15.31%
|
|
|
Callodine Capital Management, LP
Boston, MA |
Aug 13, 2025 Q2 2025 |
488,107
shares
|
$16.7 Million
1.92% of portfolio
|
Q2 2025
Added 62.7%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
486,252
shares
|
$16.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
459,530
shares
|
$15.7 Million
1.19% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Aug 13, 2025 Q2 2025 |
450,863
shares
|
$15.4 Million
0.01% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
445,131
shares
|
$15.2 Million
0.3% of portfolio
|
Q2 2025
Added 15.25%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
439,048
shares
|
$15 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.08%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
431,637
shares
|
$14.8 Million
0.81% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
419,858
shares
|
$14.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
416,000
shares
|
$14.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
393,572
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
386,639
shares
|
$13.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
380,391
shares
|
$13 Million
0.01% of portfolio
|
Q2 2025
Added 1238.65%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
361,170
shares
|
$12.4 Million
0.05% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
360,624
shares
|
$12.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 67.44%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
350,000
shares
|
$12 Million
0.68% of portfolio
|
Q4 2024
Reduced 24.58%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
345,720
shares
|
$11.8 Million
0.24% of portfolio
|
Q2 2025
Reduced 18.99%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
342,365
shares
|
$11.7 Million
0.02% of portfolio
|
Q2 2025
New holding
|