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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
21,129
shares
|
$698,102
0.01% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
21,010
shares
|
$694,170
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
20,947
shares
|
$692,088
0.01% of portfolio
|
Q4 2024
Added 333.15%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,925
shares
|
$691,362
0.24% of portfolio
|
Q1 2024
Reduced 14.13%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
20,753
shares
|
$685,679
0.19% of portfolio
|
Q3 2024
Reduced 55.32%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,611
shares
|
$680,987
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
19,598
shares
|
$647,517
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,543
shares
|
$645,700
0.0% of portfolio
|
Q3 2024
Reduced 32.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
19,006
shares
|
$627,958
0.0% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
18,888
shares
|
$624,059
0.0% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
18,843
shares
|
$622,572
0.03% of portfolio
|
Q4 2024
Added 25.65%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
18,318
shares
|
$605,226
0.06% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
18,190
shares
|
$600,997
0.03% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
18,189
shares
|
$600,964
0.0% of portfolio
|
Q4 2024
Added 29.46%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,094
shares
|
$597,825
0.0% of portfolio
|
Q4 2024
Added 21.86%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
18,047
shares
|
$596,272
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
17,314
shares
|
$572,054
0.01% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
17,259
shares
|
$570,237
0.0% of portfolio
|
Q4 2024
Added 1174.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
17,251
shares
|
$569,973
0.0% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
17,221
shares
|
$568,981
0.02% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
16,635
shares
|
$549,620
0.0% of portfolio
|
Q3 2024
Reduced 81.37%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
16,391
shares
|
$541,558
0.0% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,297
shares
|
$538,452
0.0% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
16,230
shares
|
$536,239
0.01% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
16,189
shares
|
$534,884
0.31% of portfolio
|
Q4 2024
New holding
|