Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 586 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $5.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
23,805
shares
|
$780,565
0.24% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
23,218
shares
|
$761,318
0.0% of portfolio
|
Q4 2024
Added 36.51%
|
|
|
Code Waechter LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
23,139
shares
|
$758,727
0.63% of portfolio
|
Q1 2025
Reduced 50.69%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Feb 14, 2025 Q4 2024 |
22,952
shares
|
$752,596
0.0% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
22,496
shares
|
$737,643
0.0% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
22,337
shares
|
$732,430
0.0% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Versor Investments LP
|
Feb 05, 2025 Q4 2024 |
21,200
shares
|
$695,148
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
21,129
shares
|
$692,819
0.01% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
21,010
shares
|
$688,917
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
20,947
shares
|
$686,852
0.01% of portfolio
|
Q4 2024
Added 333.15%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
20,925
shares
|
$686,130
0.24% of portfolio
|
Q1 2024
Reduced 14.13%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
20,753
shares
|
$680,490
0.19% of portfolio
|
Q3 2024
Reduced 55.32%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
20,640
shares
|
$676,785
0.06% of portfolio
|
Q1 2025
Added 108531.58%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
20,611
shares
|
$675,834
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
19,865
shares
|
$651,373
0.02% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,543
shares
|
$640,814
0.0% of portfolio
|
Q3 2024
Reduced 32.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
19,006
shares
|
$623,206
0.0% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
18,888
shares
|
$619,337
0.0% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
18,190
shares
|
$596,450
0.03% of portfolio
|
Q4 2024
Reduced 11.86%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
18,189
shares
|
$596,417
0.0% of portfolio
|
Q4 2024
Added 29.46%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,094
shares
|
$593,302
0.0% of portfolio
|
Q4 2024
Added 21.86%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
18,047
shares
|
$591,761
0.01% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
18,007
shares
|
$590,449
0.07% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
17,282
shares
|
$566,676
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
17,267
shares
|
$566,184
0.22% of portfolio
|
Q4 2024
New holding
|