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 |
|---|---|---|---|---|---|
|
Callodine Capital Management, LP
Boston, MA |
Nov 13, 2025 Q3 2025 |
596,607
shares
|
$20.8 Million
1.83% of portfolio
|
Q3 2025
Added 22.23%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
589,951
shares
|
$20.6 Million
0.74% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Artisan Partners Limited Partnership
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
573,746
shares
|
$20 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
571,163
shares
|
$19.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Nuveen, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
566,845
shares
|
$19.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
544,744
shares
|
$19 Million
0.08% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
534,591
shares
|
$18.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
519,962
shares
|
$18.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
502,792
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2025
Added 63.53%
|
|
|
Winton Group LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
480,201
shares
|
$16.7 Million
0.68% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
477,379
shares
|
$16.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
471,320
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2025
Added 408.56%
|
|
|
Wedge Capital Management L L P
|
Oct 10, 2025 Q3 2025 |
455,717
shares
|
$15.9 Million
0.28% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Nov 14, 2025 Q3 2025 |
448,577
shares
|
$15.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
433,878
shares
|
$15.1 Million
0.71% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
429,935
shares
|
$15 Million
0.02% of portfolio
|
Q3 2025
Added 71.27%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
422,969
shares
|
$14.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Swiss National Bank
Zurich, V8 |
Nov 13, 2025 Q3 2025 |
415,800
shares
|
$14.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
403,059
shares
|
$14 Million
0.0% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
386,583
shares
|
$13.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.29%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
378,452
shares
|
$13.2 Million
0.45% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
366,741
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.13%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 13, 2025 Q3 2025 |
358,175
shares
|
$12.5 Million
0.29% of portfolio
|
Q3 2025
Added 41.4%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
350,646
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
347,525
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2025
Added 319.38%
|
|