Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 562 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 $5.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,775
shares
|
$315,243
0.01% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,578
shares
|
$308,890
0.0% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
9,488
shares
|
$305,988
0.15% of portfolio
|
Q4 2024
Added 848.8%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
9,399
shares
|
$303,117
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
9,123
shares
|
$294,216
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,079
shares
|
$292,797
0.05% of portfolio
|
Q4 2024
Reduced 21.44%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
8,950
shares
|
$288,637
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,948
shares
|
$288,573
0.03% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
8,921
shares
|
$287,702
0.02% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
8,829
shares
|
$284,735
0.16% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,815
shares
|
$284,283
0.01% of portfolio
|
Q2 2020
Reduced 11.29%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
8,810
shares
|
$284,122
0.01% of portfolio
|
Q4 2024
Reduced 25.41%
|
|
|
First Eagle Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,540
shares
|
$275,415
0.0% of portfolio
|
Q4 2024
Added 80.82%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
8,538
shares
|
$275,350
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
8,486
shares
|
$273,673
0.03% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
8,442
shares
|
$272,254
0.01% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
8,436
shares
|
$272,061
0.03% of portfolio
|
Q4 2024
Reduced 22.14%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
8,280
shares
|
$267,030
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
8,183
shares
|
$263,901
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
8,145
shares
|
$262,676
0.01% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,063
shares
|
$260,031
0.01% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
7,825
shares
|
$252,356
0.02% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,620
shares
|
$245,745
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,613
shares
|
$245,519
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,554
shares
|
$243,616
0.02% of portfolio
|
Q2 2022
Added 11.38%
|