Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 554 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
1,447,298
shares
|
$47.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Diamond Hill Capital Management Inc
Columbus, OH |
Feb 10, 2025 Q4 2024 |
1,358,902
shares
|
$44.9 Million
0.18% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Pro Share Advisors LLC
|
Feb 13, 2025 Q4 2024 |
1,356,926
shares
|
$44.8 Million
0.09% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,302,430
shares
|
$43 Million
0.01% of portfolio
|
Q4 2024
Added 348.49%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
1,230,569
shares
|
$40.7 Million
0.03% of portfolio
|
Q4 2024
Added 98.11%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,216,583
shares
|
$40.2 Million
0.05% of portfolio
|
Q4 2024
Added 34.64%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,196,675
shares
|
$39.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Feb 14, 2025 Q4 2024 |
1,130,129
shares
|
$37.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 26.55%
|
|
|
Sourcerock Group LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
1,025,000
shares
|
$33.9 Million
2.37% of portfolio
|
Q4 2024
Added 236.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
933,189
shares
|
$30.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 50.57%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
874,069
shares
|
$28.9 Million
1.02% of portfolio
|
Q4 2024
Added 20.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
814,415
shares
|
$26.9 Million
0.0% of portfolio
|
Q4 2024
Added 24.15%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
741,665
shares
|
$24.5 Million
0.03% of portfolio
|
Q4 2024
Reduced 31.4%
|
|
|
Sir Capital Management, L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
729,800
shares
|
$24.1 Million
2.36% of portfolio
|
Q4 2024
Added 1279.53%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
708,647
shares
|
$23.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 49.45%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
669,918
shares
|
$22.1 Million
0.0% of portfolio
|
Q4 2024
Added 18.19%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
662,011
shares
|
$21.9 Million
0.75% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
649,814
shares
|
$21.5 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
618,133
shares
|
$20.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Invenomic Capital Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
614,910
shares
|
$20.3 Million
0.85% of portfolio
|
Q4 2024
Added 118.23%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
595,950
shares
|
$19.7 Million
0.02% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
574,095
shares
|
$19 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Gabelli Funds LLC
Rye, NY |
Feb 13, 2025 Q4 2024 |
569,000
shares
|
$18.8 Million
0.13% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
556,061
shares
|
$18.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
552,506
shares
|
$18.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.51%
|