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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
53,625
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 59.63%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
53,021
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
State Of Michigan Retirement System
|
Nov 05, 2025 Q3 2025 |
51,158
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
50,171
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
50,132
shares
|
$1.75 Million
0.08% of portfolio
|
Q3 2025
Added 30.15%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
50,064
shares
|
$1.74 Million
0.33% of portfolio
|
Q3 2025
Added 126.92%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
49,381
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Added 867.88%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
49,315
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Added 463.47%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
48,881
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2025
Added 7.24%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
48,813
shares
|
$1.7 Million
0.1% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
47,906
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 14, 2025 Q3 2025 |
46,935
shares
|
$1.64 Million
0.82% of portfolio
|
Q3 2025
Reduced 11.62%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
46,696
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2025
Reduced 30.56%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
46,258
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2025 Q3 2025 |
45,988
shares
|
$1.6 Million
0.28% of portfolio
|
Q3 2025
Added 32.34%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
45,886
shares
|
$1.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 14.86%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
45,384
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
45,266
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Added 51.63%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,107
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2023
Reduced 59.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
44,293
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 23, 2025 Q3 2025 |
43,326
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
42,800
shares
|
$1.49 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
42,251
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,522
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
40,982
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|