Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 554 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $5.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
28,860
shares
|
$953,534
0.01% of portfolio
|
Q4 2024
Added 66.89%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
28,728
shares
|
$949,173
0.17% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
28,487
shares
|
$941,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
28,479
shares
|
$940,946
0.02% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
28,063
shares
|
$927,201
0.0% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,967
shares
|
$924,029
0.0% of portfolio
|
Q4 2024
Reduced 41.07%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
27,944
shares
|
$923,269
0.1% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
27,578
shares
|
$911,177
0.01% of portfolio
|
Q4 2024
Added 57.39%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
27,524
shares
|
$909,392
0.01% of portfolio
|
Q4 2024
Reduced 12.82%
|
|
|
Agf Investments Inc.
Toronto, A6 |
Nov 10, 2022 Q3 2022 |
27,500
shares
|
$908,600
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
27,079
shares
|
$894,690
0.07% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
26,215
shares
|
$866,143
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
25,911
shares
|
$856,099
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
25,548
shares
|
$844,105
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
25,313
shares
|
$836,341
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
25,207
shares
|
$832,839
0.0% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
24,910
shares
|
$823,026
0.0% of portfolio
|
Q4 2024
Reduced 64.77%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
24,476
shares
|
$808,687
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
23,972
shares
|
$792,034
0.0% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
23,218
shares
|
$767,122
0.0% of portfolio
|
Q4 2024
Added 36.51%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
22,952
shares
|
$758,334
0.0% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
22,520
shares
|
$744,060
0.19% of portfolio
|
Q4 2024
Added 43.85%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
22,496
shares
|
$743,267
0.0% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
22,337
shares
|
$738,014
0.0% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
21,200
shares
|
$700,448
0.11% of portfolio
|
Q4 2024
New holding
|