Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 627 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
20,677
shares
|
$736,721
0.02% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
20,489
shares
|
$730,023
0.06% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
20,466
shares
|
$729,203
0.01% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
20,040
shares
|
$714,025
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
19,865
shares
|
$707,789
0.02% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
19,218
shares
|
$684,737
0.0% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
19,152
shares
|
$682,385
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
18,783
shares
|
$669,238
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
18,184
shares
|
$647,895
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
18,041
shares
|
$642,800
0.0% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
18,007
shares
|
$641,589
0.07% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
17,706
shares
|
$630,864
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
17,598
shares
|
$627,016
0.03% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
17,574
shares
|
$626,161
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
17,468
shares
|
$622,384
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
17,425
shares
|
$620,852
0.02% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
17,262
shares
|
$615,045
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
17,241
shares
|
$614,296
0.0% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
17,221
shares
|
$613,584
0.02% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
17,171
shares
|
$611,802
0.07% of portfolio
|
Q1 2025
Added 945.74%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
May 14, 2025 Q1 2025 |
16,803
shares
|
$598,690
0.0% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
16,769
shares
|
$597,479
0.0% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
16,635
shares
|
$592,705
0.0% of portfolio
|
Q3 2024
Reduced 81.37%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
16,558
shares
|
$589,961
0.03% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
16,365
shares
|
$583,084
0.15% of portfolio
|
Q1 2025
New holding
|