Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 641 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $6.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
40,288
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.24%
|
|
|
Arga Investment Management, LP
|
Oct 31, 2025 Q3 2025 |
40,139
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 38.36%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
39,696
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
39,674
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
Added 35.23%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
39,471
shares
|
$1.38 Million
0.22% of portfolio
|
Q3 2025
Reduced 50.67%
|
|
|
Kendall Capital Management
|
Nov 13, 2025 Q3 2025 |
38,920
shares
|
$1.36 Million
0.32% of portfolio
|
Q3 2025
Added 12.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
38,450
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.56%
|
|
|
Sciencast Management LP
|
Nov 12, 2025 Q3 2025 |
37,887
shares
|
$1.32 Million
0.25% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
37,333
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
36,997
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Argyle Capital Management Inc.
|
Oct 27, 2025 Q3 2025 |
36,874
shares
|
$1.28 Million
0.43% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2025 Q3 2025 |
36,560
shares
|
$1.27 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
36,326
shares
|
$1.27 Million
0.21% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
36,243
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2025
Added 467.01%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
35,800
shares
|
$1.25 Million
0.13% of portfolio
|
Q3 2025
Added 31.52%
|
|
|
Mork Capital Management, LLC
Healdsburg, CA |
Nov 14, 2025 Q3 2025 |
35,700
shares
|
$1.24 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
35,600
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2025 Q3 2025 |
35,319
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2025
Reduced 78.17%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
33,904
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
33,744
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Convergence Investment Partners, LLC
|
Nov 04, 2025 Q3 2025 |
33,423
shares
|
$1.16 Million
0.26% of portfolio
|
Q3 2025
Added 39.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
33,235
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
32,310
shares
|
$1.13 Million
0.19% of portfolio
|
Q4 2022
Reduced 8.31%
|
|
|
Bcm Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
32,225
shares
|
$1.12 Million
0.22% of portfolio
|
Q2 2022
Added 55.56%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
31,600
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|