Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 630 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $6.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
89,819
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2023
Reduced 51.63%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
89,110
shares
|
$3.31 Million
0.8% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
88,547
shares
|
$3.29 Million
0.01% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
86,720
shares
|
$3.22 Million
0.01% of portfolio
|
Q1 2025
Added 41.5%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
May 09, 2025 Q1 2025 |
83,936
shares
|
$3.12 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
82,466
shares
|
$3.06 Million
0.69% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
82,000
shares
|
$3.05 Million
0.01% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
81,298
shares
|
$3.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
80,887
shares
|
$3 Million
0.75% of portfolio
|
Q1 2025
Added 80.77%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
80,010
shares
|
$2.97 Million
0.46% of portfolio
|
Q1 2025
Added 176.27%
|
|
|
Easterly Investment Partners LLC
|
May 02, 2025 Q1 2025 |
79,738
shares
|
$2.96 Million
0.22% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
May 15, 2025 Q1 2025 |
78,715
shares
|
$2.92 Million
0.01% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
78,434
shares
|
$2.91 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
78,220
shares
|
$2.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 51.22%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
77,323
shares
|
$2.87 Million
0.0% of portfolio
|
Q2 2022
Reduced 6.47%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
77,321
shares
|
$2.87 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
75,000
shares
|
$2.79 Million
0.02% of portfolio
|
Q3 2022
Added 309.84%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
72,995
shares
|
$2.71 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
72,608
shares
|
$2.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.65%
|
|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
May 15, 2025 Q1 2025 |
71,882
shares
|
$2.67 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
71,731
shares
|
$2.66 Million
0.01% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
69,210
shares
|
$2.57 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
67,687
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
May 05, 2025 Q1 2025 |
66,450
shares
|
$2.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
65,273
shares
|
$2.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.49%
|