Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 548 institutions that hold shares in the stock, with a total of 174 Million shares, which have been reported (via 13F filing form) to have a value of $5.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
21,010
shares
|
$679,043
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,925
shares
|
$676,296
0.24% of portfolio
|
Q1 2024
Reduced 14.13%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
20,753
shares
|
$670,736
0.19% of portfolio
|
Q3 2024
Reduced 55.32%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
20,638
shares
|
$667,020
0.03% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Needham Investment Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
20,000
shares
|
$646,400
0.04% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
19,598
shares
|
$633,407
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,543
shares
|
$631,629
0.0% of portfolio
|
Q3 2024
Reduced 32.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
19,528
shares
|
$631,144
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
19,292
shares
|
$623,517
0.01% of portfolio
|
Q3 2024
Added 19.53%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
19,006
shares
|
$614,273
0.0% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
18,843
shares
|
$609,005
0.03% of portfolio
|
Q4 2024
Added 25.65%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
18,318
shares
|
$592,037
0.06% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
18,189
shares
|
$587,868
0.0% of portfolio
|
Q4 2024
Added 29.46%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,094
shares
|
$584,798
0.0% of portfolio
|
Q4 2024
Added 21.86%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
18,047
shares
|
$583,279
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
17,314
shares
|
$559,588
0.01% of portfolio
|
Q4 2024
Reduced 27.56%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
17,259
shares
|
$557,810
0.0% of portfolio
|
Q4 2024
Added 1174.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
17,251
shares
|
$557,552
0.0% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
17,221
shares
|
$556,582
0.02% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
17,008
shares
|
$549,698
0.0% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
16,635
shares
|
$537,643
0.0% of portfolio
|
Q3 2024
Reduced 81.37%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
16,230
shares
|
$524,553
0.01% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
15,960
shares
|
$515,827
0.04% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
15,500
shares
|
$500,960
0.27% of portfolio
|
Q4 2024
Added 10.98%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,313
shares
|
$494,916
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|