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 |
|---|---|---|---|---|---|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
329,068
shares
|
$11.5 Million
0.05% of portfolio
|
Q3 2025
Added 1375.91%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
326,682
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
Added 92.89%
|
|
|
Pine Bridge Investments, L.P.
|
Nov 14, 2025 Q3 2025 |
324,368
shares
|
$11.3 Million
0.08% of portfolio
|
Q3 2025
Added 404.51%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
311,878
shares
|
$10.9 Million
0.01% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
311,171
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.65%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
300,000
shares
|
$10.5 Million
0.55% of portfolio
|
Q3 2025
Reduced 14.29%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
299,944
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Added 32.98%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Dec 15, 2025 Q3 2025 |
298,997
shares
|
$10.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.21%
|
|
|
Covalis Capital LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
298,859
shares
|
$10.4 Million
1.26% of portfolio
|
Q3 2025
Added 78.68%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
291,464
shares
|
$10.2 Million
0.06% of portfolio
|
Q4 2024
Added 1232.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
288,741
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
287,213
shares
|
$10 Million
0.02% of portfolio
|
Q3 2025
Added 15.52%
|
|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
286,937
shares
|
$10 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
281,613
shares
|
$9.81 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sir Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
278,717
shares
|
$9.71 Million
0.96% of portfolio
|
Q3 2025
Reduced 52.97%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Oct 14, 2025 Q3 2025 |
275,546
shares
|
$9.6 Million
0.51% of portfolio
|
Q3 2025
Added 11.68%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
268,712
shares
|
$9.36 Million
0.16% of portfolio
|
Q3 2025
Reduced 22.27%
|
|
|
Foundry Partners, LLC
|
May 05, 2025 Q1 2025 |
268,210
shares
|
$9.34 Million
0.49% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Aventail Capital Group, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
263,456
shares
|
$9.18 Million
0.43% of portfolio
|
Q3 2025
Added 294.14%
|
|
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
Nov 14, 2025 Q3 2025 |
262,000
shares
|
$9.13 Million
3.2% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
253,505
shares
|
$8.83 Million
0.49% of portfolio
|
Q3 2025
Added 4.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
250,783
shares
|
$8.74 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
New York State Teachers Retirement System
|
Oct 24, 2025 Q3 2025 |
249,752
shares
|
$8.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
246,725
shares
|
$8.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.58%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
240,740
shares
|
$8.39 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|