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 |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
27,632,523
shares
|
$963 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
24,285,661
shares
|
$846 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,473,640
shares
|
$330 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
6,372,447
shares
|
$222 Million
0.74% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Lsv Asset Management
Chicago, IL |
Nov 06, 2025 Q3 2025 |
5,894,263
shares
|
$205 Million
0.43% of portfolio
|
Q3 2025
Added 20.29%
|
|
|
Snyder Capital Management L P
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
5,354,117
shares
|
$187 Million
3.52% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
4,475,044
shares
|
$156 Million
0.01% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
3,719,945
shares
|
$130 Million
0.13% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
3,538,963
shares
|
$123 Million
0.09% of portfolio
|
Q3 2025
Added 8.0%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,502,882
shares
|
$122 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.54%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
3,454,587
shares
|
$120 Million
0.02% of portfolio
|
Q3 2025
Added 173.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
2,863,933
shares
|
$99.8 Million
0.2% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
2,860,349
shares
|
$99.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,829,437
shares
|
$98.6 Million
0.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
2,591,626
shares
|
$90.3 Million
0.2% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
2,475,329
shares
|
$86.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
2,436,191
shares
|
$84.9 Million
0.15% of portfolio
|
Q3 2025
Reduced 22.23%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
2,387,189
shares
|
$83.2 Million
0.06% of portfolio
|
Q3 2025
Reduced 7.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,286,699
shares
|
$79.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
1,791,182
shares
|
$62.4 Million
0.0% of portfolio
|
Q3 2025
Added 38.7%
|
|
|
Jupiter Asset Management LTD
|
Nov 10, 2025 Q3 2025 |
1,709,384
shares
|
$59.6 Million
0.5% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Oct 29, 2025 Q3 2025 |
1,548,294
shares
|
$53.9 Million
0.02% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Energy Income Partners, LLC
Westport, CT |
Nov 13, 2025 Q3 2025 |
1,540,273
shares
|
$53.7 Million
0.99% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
1,459,131
shares
|
$50.8 Million
0.26% of portfolio
|
Q3 2025
Reduced 22.63%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,451,440
shares
|
$50.6 Million
0.01% of portfolio
|
Q3 2025
Added 75.32%
|
|