Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 533 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $5.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
46,927
shares
|
$1.5 Million
1.16% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
46,479
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2024
Added 9.94%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
45,384
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
45,327
shares
|
$1.45 Million
0.1% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
45,200
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2023
Reduced 28.25%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,107
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2023
Reduced 59.96%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
44,073
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
44,046
shares
|
$1.41 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
44,027
shares
|
$1.41 Million
0.07% of portfolio
|
Q4 2024
Added 90.08%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
43,991
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
43,672
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
42,800
shares
|
$1.37 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
42,574
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2024
Reduced 20.76%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
42,558
shares
|
$1.36 Million
0.02% of portfolio
|
Q3 2024
Added 16.63%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
42,412
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 77.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
41,522
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
40,281
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 37.76%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
40,074
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.96%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
39,157
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2024
Added 25.61%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
Nov 12, 2024 Q3 2024 |
37,235
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 60.1%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
37,206
shares
|
$1.19 Million
0.35% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
35,174
shares
|
$1.13 Million
0.4% of portfolio
|
Q4 2024
Added 97.9%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
33,938
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 298.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
32,969
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
32,548
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 76.35%
|