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 |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
899
shares
|
$29,702
0.0% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
897
shares
|
$29,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
893
shares
|
$29,504
0.0% of portfolio
|
Q4 2024
Added 216.67%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
855
shares
|
$28,249
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
845
shares
|
$27,918
0.01% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
766
shares
|
$25,308
0.0% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
764
shares
|
$25,242
0.0% of portfolio
|
Q4 2024
Reduced 48.96%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
758
shares
|
$25,044
0.0% of portfolio
|
Q4 2024
Added 95.87%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
720
shares
|
$23,788
0.0% of portfolio
|
Q2 2024
Reduced 67.29%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
700
shares
|
$23,128
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
690
shares
|
$22,797
0.0% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
642
shares
|
$21,211
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
637
shares
|
$21,046
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
627
shares
|
$20,716
0.01% of portfolio
|
Q1 2024
Reduced 21.23%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
614
shares
|
$20,286
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
607
shares
|
$20,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
603
shares
|
$19,923
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
597
shares
|
$19,724
0.0% of portfolio
|
Q4 2021
Reduced 51.62%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
562
shares
|
$18,568
0.0% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
557
shares
|
$18,403
0.0% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
515
shares
|
$17,015
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
476
shares
|
$15,727
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
473
shares
|
$15,627
0.0% of portfolio
|
Q4 2024
Added 84.77%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
469
shares
|
$15,495
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
468
shares
|
$15,462
0.0% of portfolio
|
Q4 2024
Reduced 2.09%
|