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 |
|---|---|---|---|---|---|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2025 Q3 2025 |
141,929
shares
|
$4.94 Million
0.13% of portfolio
|
Q3 2025
Added 9.96%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
141,910
shares
|
$4.94 Million
0.01% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
140,801
shares
|
$4.91 Million
0.32% of portfolio
|
Q3 2025
Reduced 9.45%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
140,401
shares
|
$4.89 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
137,970
shares
|
$4.81 Million
0.0% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
136,230
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Edmp, Inc.
|
Oct 21, 2025 Q3 2025 |
128,724
shares
|
$4.48 Million
3.49% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
128,059
shares
|
$4.46 Million
0.06% of portfolio
|
Q3 2025
Added 8.1%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
127,096
shares
|
$4.43 Million
0.28% of portfolio
|
Q3 2025
Added 150.05%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
126,900
shares
|
$4.42 Million
0.07% of portfolio
|
Q3 2025
Added 119.59%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
123,370
shares
|
$4.3 Million
0.02% of portfolio
|
Q3 2025
Added 66.09%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
113,130
shares
|
$3.94 Million
0.02% of portfolio
|
Q3 2025
Added 108.47%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
111,479
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.04%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
111,196
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
110,467
shares
|
$3.85 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
108,031
shares
|
$3.76 Million
0.47% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
103,943
shares
|
$3.62 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
102,102
shares
|
$3.56 Million
0.07% of portfolio
|
Q4 2023
Added 20.77%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Oct 28, 2025 Q3 2025 |
101,584
shares
|
$3.54 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
100,693
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Nov 14, 2025 Q3 2025 |
100,199
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
99,258
shares
|
$3.46 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.92%
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
98,958
shares
|
$3.45 Million
0.02% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
98,045
shares
|
$3.42 Million
0.01% of portfolio
|
Q3 2025
Added 19.45%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Oct 20, 2025 Q3 2025 |
97,600
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2025
Added 4.5%
|
|