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 |
|---|---|---|---|---|---|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
16,361
shares
|
$582,942
0.59% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
16,230
shares
|
$578,274
0.02% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
16,142
shares
|
$575,139
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
15,603
shares
|
$555,934
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
15,244
shares
|
$543,143
0.01% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
15,153
shares
|
$539,901
0.1% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
15,102
shares
|
$538,084
0.47% of portfolio
|
Q1 2025
Added 113.03%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
15,073
shares
|
$537,050
0.01% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
15,035
shares
|
$535,697
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
14,931
shares
|
$531,991
0.01% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
14,891
shares
|
$530,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,570
shares
|
$519,129
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Penn Mutual Asset Management, LLC
Horsham, PA |
May 13, 2025 Q1 2025 |
14,500
shares
|
$516,635
1.63% of portfolio
|
Q4 2024
Added 70.59%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
14,234
shares
|
$507,157
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,080
shares
|
$501,670
0.02% of portfolio
|
Q3 2022
Added 38.8%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
13,844
shares
|
$493,261
0.07% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
13,833
shares
|
$492,869
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
13,733
shares
|
$489,306
0.02% of portfolio
|
Q1 2025
Added 189.36%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
13,712
shares
|
$488,558
0.3% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
13,710
shares
|
$488,487
0.01% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
13,672
shares
|
$487,133
0.0% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
13,665
shares
|
$486,883
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
13,430
shares
|
$478,510
0.0% of portfolio
|
Q1 2025
Reduced 26.16%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
May 05, 2025 Q1 2025 |
13,243
shares
|
$471,848
0.5% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
13,211
shares
|
$470,707
0.0% of portfolio
|
Q1 2025
Reduced 7.43%
|