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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
14,271
shares
|
$456,672
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
14,083
shares
|
$450,656
0.04% of portfolio
|
Q3 2024
Added 163.45%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,080
shares
|
$450,560
0.02% of portfolio
|
Q3 2022
Added 38.8%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
14,050
shares
|
$449,600
0.0% of portfolio
|
Q3 2024
Reduced 93.53%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
14,000
shares
|
$448,000
0.08% of portfolio
|
Q4 2023
Reduced 17.65%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
13,958
shares
|
$446,656
0.0% of portfolio
|
Q4 2024
Added 125.27%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
13,710
shares
|
$438,720
0.01% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
13,702
shares
|
$438,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
13,072
shares
|
$418,304
0.01% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,895
shares
|
$412,640
0.0% of portfolio
|
Q3 2024
Reduced 22.51%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,299
shares
|
$393,568
0.01% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2025 Q4 2024 |
12,192
shares
|
$390,144
0.0% of portfolio
|
Q4 2024
Reduced 85.68%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
12,041
shares
|
$385,312
0.05% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
11,995
shares
|
$383,840
0.01% of portfolio
|
Q3 2024
Reduced 24.68%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
11,965
shares
|
$382,880
0.06% of portfolio
|
Q3 2024
Reduced 80.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
11,947
shares
|
$382,304
0.0% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
11,893
shares
|
$380,576
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
11,811
shares
|
$377,952
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,747
shares
|
$375,904
0.01% of portfolio
|
Q3 2024
Reduced 89.11%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,744
shares
|
$375,808
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
11,653
shares
|
$372,896
0.01% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
11,630
shares
|
$372,160
0.02% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
11,541
shares
|
$369,312
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
11,500
shares
|
$368,000
0.0% of portfolio
|
Q1 2024
Reduced 68.18%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
11,091
shares
|
$354,912
0.0% of portfolio
|
Q4 2024
Reduced 1.4%
|