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 |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
322,968
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
311,878
shares
|
$10.7 Million
0.01% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
307,465
shares
|
$10.5 Million
0.01% of portfolio
|
Q2 2025
Added 77.22%
|
|
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
Aug 14, 2025 Q2 2025 |
292,000
shares
|
$10 Million
4.51% of portfolio
|
Q4 2024
Added 44.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
291,464
shares
|
$9.98 Million
0.06% of portfolio
|
Q4 2024
Added 1232.35%
|
|
|
Rpg Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
289,369
shares
|
$9.91 Million
1.35% of portfolio
|
Q2 2025
Reduced 50.23%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
272,534
shares
|
$9.33 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
268,210
shares
|
$9.18 Million
0.49% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
265,341
shares
|
$9.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
265,307
shares
|
$9.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
253,301
shares
|
$8.67 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Sei Investments CO
Oaks, PA |
Aug 14, 2025 Q2 2025 |
251,022
shares
|
$8.59 Million
0.01% of portfolio
|
Q2 2025
Added 74.22%
|
|
|
New York State Teachers Retirement System
|
Jul 28, 2025 Q2 2025 |
250,844
shares
|
$8.59 Million
0.02% of portfolio
|
Q2 2025
Added 19.47%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
248,634
shares
|
$8.51 Million
0.02% of portfolio
|
Q2 2025
Added 49.57%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Aug 05, 2025 Q2 2025 |
246,737
shares
|
$8.45 Million
0.54% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
243,096
shares
|
$8.32 Million
0.55% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
St. James Investment Company, LLC
|
Jul 30, 2025 Q2 2025 |
240,130
shares
|
$8.22 Million
1.45% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
229,840
shares
|
$7.87 Million
0.01% of portfolio
|
Q2 2025
Added 31.58%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
225,563
shares
|
$7.72 Million
0.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Jul 29, 2025 Q2 2025 |
225,132
shares
|
$7.71 Million
1.06% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
224,477
shares
|
$7.68 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.9%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Aug 08, 2025 Q2 2025 |
220,808
shares
|
$7.56 Million
0.17% of portfolio
|
Q2 2025
Added 163.07%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Aug 11, 2025 Q2 2025 |
218,016
shares
|
$7.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
213,673
shares
|
$7.31 Million
0.22% of portfolio
|
Q2 2025
Reduced 44.41%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
209,046
shares
|
$7.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 47.96%
|