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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,313
shares
|
$494,916
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
15,284
shares
|
$493,978
0.02% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
15,079
shares
|
$487,353
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
|
$484,282
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,556
shares
|
$470,449
0.0% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
14,443
shares
|
$466,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
14,408
shares
|
$465,666
0.06% of portfolio
|
Q4 2024
Added 35.89%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
14,377
shares
|
$464,664
0.08% of portfolio
|
Q4 2024
Added 24.16%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
14,271
shares
|
$461,238
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
14,083
shares
|
$455,162
0.04% of portfolio
|
Q3 2024
Added 163.45%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,080
shares
|
$455,065
0.02% of portfolio
|
Q3 2022
Added 38.8%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
14,000
shares
|
$452,480
0.08% of portfolio
|
Q4 2023
Reduced 17.65%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
13,958
shares
|
$451,122
0.0% of portfolio
|
Q4 2024
Added 125.27%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
13,710
shares
|
$443,107
0.01% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
13,702
shares
|
$442,848
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
13,453
shares
|
$434,800
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
13,072
shares
|
$422,487
0.01% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,895
shares
|
$416,766
0.0% of portfolio
|
Q3 2024
Reduced 22.51%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
12,756
shares
|
$412,273
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,299
shares
|
$397,503
0.01% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
12,192
shares
|
$394,045
0.0% of portfolio
|
Q4 2024
Reduced 85.68%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
12,041
shares
|
$389,165
0.05% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
11,995
shares
|
$387,678
0.01% of portfolio
|
Q3 2024
Reduced 24.68%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
11,965
shares
|
$386,708
0.06% of portfolio
|
Q3 2024
Reduced 80.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
11,947
shares
|
$386,127
0.0% of portfolio
|
Q3 2024
Added 13.42%
|