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 |
|---|---|---|---|---|---|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
51,392
shares
|
$1.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 70.53%
|
|
|
State Of Michigan Retirement System
|
Feb 06, 2025 Q4 2024 |
50,858
shares
|
$1.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
49,830
shares
|
$1.65 Million
0.0% of portfolio
|
Q4 2024
Added 23.71%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
49,787
shares
|
$1.64 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
49,600
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
48,273
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 68.69%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
47,714
shares
|
$1.58 Million
0.03% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Feb 11, 2025 Q4 2024 |
47,415
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Feb 11, 2025 Q4 2024 |
47,358
shares
|
$1.56 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
47,100
shares
|
$1.56 Million
0.1% of portfolio
|
Q4 2024
Reduced 93.1%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
46,927
shares
|
$1.55 Million
1.16% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
46,471
shares
|
$1.54 Million
0.05% of portfolio
|
Q4 2024
Added 78.25%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
45,384
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
45,384
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
45,327
shares
|
$1.5 Million
0.1% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Macquarie Group LTD
Australia, C3 |
Feb 14, 2025 Q4 2024 |
45,200
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2023
Reduced 28.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,107
shares
|
$1.49 Million
0.01% of portfolio
|
Q2 2023
Reduced 59.96%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
45,098
shares
|
$1.49 Million
0.02% of portfolio
|
Q4 2024
Added 5.97%
|
|
|
Wbi Investments, Inc.
|
Feb 14, 2025 Q4 2024 |
44,747
shares
|
$1.48 Million
0.33% of portfolio
|
Q4 2024
Reduced 40.93%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
44,135
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
44,027
shares
|
$1.45 Million
0.07% of portfolio
|
Q4 2024
Added 90.08%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
43,672
shares
|
$1.44 Million
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
43,001
shares
|
$1.42 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
42,800
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
42,409
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.39%
|