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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
72,447
shares
|
$2.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
72,136
shares
|
$2.51 Million
0.01% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
70,106
shares
|
$2.44 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
68,485
shares
|
$2.39 Million
0.24% of portfolio
|
Q3 2025
Added 21.4%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 05, 2025 Q3 2025 |
66,842
shares
|
$2.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 28.02%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
66,450
shares
|
$2.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Nov 14, 2025 Q3 2025 |
66,440
shares
|
$2.31 Million
0.13% of portfolio
|
Q3 2025
Added 51.1%
|
|
|
State Of New Jersey Common Pension Fund D
|
Nov 07, 2025 Q3 2025 |
65,354
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
64,833
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Added 119.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
64,112
shares
|
$2.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.43%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
63,455
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
63,376
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
60,341
shares
|
$2.1 Million
0.07% of portfolio
|
Q3 2025
Added 29.85%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
60,000
shares
|
$2.09 Million
0.09% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
59,873
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
59,800
shares
|
$2.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 12, 2025 Q3 2025 |
59,766
shares
|
$2.08 Million
0.04% of portfolio
|
Q3 2025
Reduced 45.75%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
58,566
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
57,229
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
56,314
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
56,153
shares
|
$1.96 Million
0.5% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Nov 12, 2025 Q3 2025 |
55,160
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
54,768
shares
|
$1.91 Million
0.0% of portfolio
|
Q3 2025
Added 18.76%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
53,842
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Easterly Investment Partners LLC
|
Nov 12, 2025 Q3 2025 |
53,728
shares
|
$1.87 Million
0.12% of portfolio
|
Q2 2025
Reduced 32.62%
|
|