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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
17,259
shares
|
$565,922
0.0% of portfolio
|
Q4 2024
Added 1174.67%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
17,251
shares
|
$565,660
0.0% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
17,221
shares
|
$564,676
0.02% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
16,635
shares
|
$545,461
0.0% of portfolio
|
Q3 2024
Reduced 81.37%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
16,558
shares
|
$542,936
0.03% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
16,391
shares
|
$537,460
0.0% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,297
shares
|
$534,378
0.0% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
16,230
shares
|
$532,181
0.02% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
16,189
shares
|
$530,837
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
16,142
shares
|
$529,296
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
16,066
shares
|
$526,804
0.05% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,313
shares
|
$502,113
0.01% of portfolio
|
Q3 2024
Reduced 8.04%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
15,284
shares
|
$501,162
0.02% of portfolio
|
Q3 2024
Added 7.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
15,244
shares
|
$499,850
0.01% of portfolio
|
Q1 2025
Reduced 11.96%
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
15,153
shares
|
$496,866
0.1% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
15,073
shares
|
$494,243
0.01% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
15,035
shares
|
$492,997
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
14,984
shares
|
$491,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
14,725
shares
|
$482,832
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Mar 12, 2025 Q4 2024 |
14,695
shares
|
$481,849
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
14,678
shares
|
$481,291
0.19% of portfolio
|
Q1 2025
Added 183375.0%
|
|
|
Penn Mutual Asset Management, LLC
Horsham, PA |
Feb 14, 2025 Q4 2024 |
14,500
shares
|
$475,455
1.28% of portfolio
|
Q4 2024
Added 70.59%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
14,408
shares
|
$472,438
0.06% of portfolio
|
Q4 2024
Added 35.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
14,271
shares
|
$467,946
0.0% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
14,234
shares
|
$466,732
0.0% of portfolio
|
Q1 2025
Added 1.98%
|