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 |
|---|---|---|---|---|---|
|
Foundry Partners, LLC
|
Feb 12, 2025 Q4 2024 |
342,439
shares
|
$11.3 Million
0.5% of portfolio
|
Q4 2024
Reduced 10.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
312,295
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 51.41%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
311,878
shares
|
$10.3 Million
0.01% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
306,142
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
Feb 14, 2025 Q4 2024 |
292,000
shares
|
$9.65 Million
3.52% of portfolio
|
Q4 2024
Added 44.55%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
291,464
shares
|
$9.63 Million
0.06% of portfolio
|
Q4 2024
Added 1232.35%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
286,382
shares
|
$9.46 Million
1.1% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
261,774
shares
|
$8.65 Million
0.2% of portfolio
|
Q4 2024
Added 21.3%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
255,965
shares
|
$8.46 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
250,768
shares
|
$8.29 Million
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
249,635
shares
|
$8.25 Million
0.22% of portfolio
|
Q4 2024
Added 62.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
241,585
shares
|
$7.98 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
219,843
shares
|
$7.26 Million
0.88% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
New York State Teachers Retirement System
|
Jan 30, 2025 Q4 2024 |
210,594
shares
|
$6.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
207,251
shares
|
$6.85 Million
0.0% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Feb 14, 2025 Q4 2024 |
200,839
shares
|
$6.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
200,555
shares
|
$6.63 Million
0.23% of portfolio
|
Q4 2024
Added 37.38%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
197,392
shares
|
$6.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 37.1%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Feb 10, 2025 Q4 2024 |
193,209
shares
|
$6.38 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.35%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
188,270
shares
|
$6.22 Million
0.33% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
182,600
shares
|
$6.03 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
181,687
shares
|
$6 Million
0.01% of portfolio
|
Q4 2024
Added 254.3%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
175,000
shares
|
$5.78 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Decade Renewable Partners LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
163,185
shares
|
$5.39 Million
2.25% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
161,731
shares
|
$5.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.46%
|