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 |
|---|---|---|---|---|---|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
31,330
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.93%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
31,044
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 37.5%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
30,898
shares
|
$1.08 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
30,635
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 36.44%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
30,600
shares
|
$1.07 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
Dec 18, 2025 Q3 2025 |
30,579
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
Added 54.63%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
30,274
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Chase Investment Counsel Corp
|
Nov 10, 2025 Q3 2025 |
30,239
shares
|
$1.05 Million
0.3% of portfolio
|
Q3 2025
Reduced 36.2%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
29,617
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
29,580
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
29,575
shares
|
$1.03 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
29,252
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2025
Reduced 39.1%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
29,043
shares
|
$1.01 Million
0.1% of portfolio
|
Q4 2022
Added 99.13%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
28,457
shares
|
$991,441
0.0% of portfolio
|
Q3 2025
Reduced 74.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
28,359
shares
|
$988,027
0.0% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
28,221
shares
|
$983,219
0.0% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
27,819
shares
|
$969,213
0.01% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
27,500
shares
|
$958,100
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
27,251
shares
|
$949,424
0.07% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
26,302
shares
|
$916,361
0.01% of portfolio
|
Q3 2025
Added 111.48%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
25,239
shares
|
$879,326
0.01% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
24,932
shares
|
$868,630
0.0% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
24,364
shares
|
$848,841
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
24,037
shares
|
$837,449
0.01% of portfolio
|
Q3 2025
Added 113.61%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
23,944
shares
|
$834,208
0.22% of portfolio
|
Q3 2025
Reduced 4.76%
|
|