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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
27,461
shares
|
$878,752
0.0% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
27,079
shares
|
$866,528
0.07% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,525
shares
|
$848,800
0.08% of portfolio
|
Q3 2024
Reduced 47.57%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
26,215
shares
|
$838,880
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
25,837
shares
|
$826,784
0.14% of portfolio
|
Q3 2024
Reduced 9.91%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
25,793
shares
|
$825,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
Feb 06, 2025 Q4 2024 |
25,313
shares
|
$810,016
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
24,684
shares
|
$789,888
0.0% of portfolio
|
Q3 2024
Reduced 40.03%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
24,476
shares
|
$783,232
0.01% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
23,253
shares
|
$744,096
0.0% of portfolio
|
Q3 2023
Reduced 30.71%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
23,018
shares
|
$736,576
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
22,520
shares
|
$720,640
0.19% of portfolio
|
Q4 2024
Added 43.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
22,337
shares
|
$714,784
0.0% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
22,034
shares
|
$705,088
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Maren Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,876
shares
|
$700,032
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
21,558
shares
|
$689,856
0.01% of portfolio
|
Q3 2024
Reduced 13.42%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
21,200
shares
|
$678,400
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
21,129
shares
|
$676,128
0.01% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
21,010
shares
|
$672,320
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,925
shares
|
$669,600
0.24% of portfolio
|
Q1 2024
Reduced 14.13%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
20,753
shares
|
$664,096
0.16% of portfolio
|
Q3 2024
Reduced 55.32%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
20,638
shares
|
$660,416
0.03% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Needham Investment Management LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
20,000
shares
|
$640,000
0.04% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
19,598
shares
|
$627,136
0.02% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,543
shares
|
$625,376
0.0% of portfolio
|
Q3 2024
Reduced 32.11%
|