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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
15,960
shares
|
$527,318
0.04% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
15,500
shares
|
$512,120
0.27% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,313
shares
|
$505,941
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
15,284
shares
|
$504,983
0.02% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
15,079
shares
|
$498,210
0.01% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
14,984
shares
|
$495,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
14,725
shares
|
$486,514
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,556
shares
|
$480,930
0.0% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Penn Mutual Asset Management, LLC
Horsham, PA |
Feb 14, 2025 Q4 2024 |
14,500
shares
|
$479,080
1.28% of portfolio
|
Q4 2024
Added 70.59%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
14,408
shares
|
$476,040
0.06% of portfolio
|
Q4 2024
Added 35.89%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
14,377
shares
|
$475,016
0.08% of portfolio
|
Q4 2024
Added 24.16%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
14,271
shares
|
$471,513
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,080
shares
|
$465,203
0.02% of portfolio
|
Q3 2022
Added 38.8%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
14,000
shares
|
$462,560
0.08% of portfolio
|
Q4 2023
Reduced 17.65%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
13,958
shares
|
$461,172
0.0% of portfolio
|
Q4 2024
Added 125.27%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,726
shares
|
$453,507
0.01% of portfolio
|
Q4 2024
Reduced 97.14%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
13,710
shares
|
$452,978
0.01% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
13,702
shares
|
$452,714
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
13,453
shares
|
$444,487
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
13,082
shares
|
$432,229
0.0% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
13,072
shares
|
$431,898
0.01% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
13,036
shares
|
$430,709
0.0% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
12,756
shares
|
$421,458
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,653
shares
|
$418,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
12,537
shares
|
$414,222
0.0% of portfolio
|
Q4 2024
Reduced 41.85%
|