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 |
|---|---|---|---|---|---|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
53,728
shares
|
$1.84 Million
0.14% of portfolio
|
Q2 2025
Reduced 32.62%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
53,459
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Jul 18, 2025 Q2 2025 |
53,105
shares
|
$1.82 Million
1.07% of portfolio
|
Q1 2025
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
52,129
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.8%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Aug 13, 2025 Q2 2025 |
51,690
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Added 42.03%
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
51,558
shares
|
$1.76 Million
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
50,829
shares
|
$1.74 Million
0.18% of portfolio
|
Q2 2025
Added 16.72%
|
|
|
Nkcfo LLC
|
Aug 13, 2025 Q2 2025 |
50,250
shares
|
$1.72 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
49,812
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
48,356
shares
|
$1.66 Million
0.12% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
48,195
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Added 102.31%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
48,030
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Added 329.8%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
47,879
shares
|
$1.64 Million
0.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
47,398
shares
|
$1.62 Million
0.55% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
46,471
shares
|
$1.59 Million
0.06% of portfolio
|
Q4 2024
Added 78.25%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
46,117
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
45,581
shares
|
$1.56 Million
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
45,384
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,107
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2023
Reduced 59.96%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
44,988
shares
|
$1.54 Million
0.03% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
43,970
shares
|
$1.51 Million
0.12% of portfolio
|
Q2 2025
Added 3613.68%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
43,713
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
43,626
shares
|
$1.49 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
43,094
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Added 6.47%
|
|
|
New Mexico Educational Retirement Board
|
Jul 30, 2025 Q2 2025 |
42,800
shares
|
$1.47 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.93%
|