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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,080
shares
|
$461,683
0.02% of portfolio
|
Q3 2022
Added 38.8%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
13,726
shares
|
$450,075
0.01% of portfolio
|
Q4 2024
Reduced 97.14%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
13,712
shares
|
$449,616
0.3% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
13,710
shares
|
$449,550
0.01% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
13,453
shares
|
$441,123
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
13,324
shares
|
$436,893
0.05% of portfolio
|
Q1 2025
Added 57.94%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
13,082
shares
|
$428,958
0.0% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
13,072
shares
|
$428,630
0.01% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
13,036
shares
|
$427,450
0.0% of portfolio
|
Q4 2024
Reduced 32.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
12,756
shares
|
$418,269
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,653
shares
|
$414,891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
12,537
shares
|
$411,088
0.0% of portfolio
|
Q4 2024
Reduced 41.85%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,423
shares
|
$407,350
0.02% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
11,995
shares
|
$393,316
0.01% of portfolio
|
Q3 2024
Reduced 24.68%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
11,925
shares
|
$391,020
0.0% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
11,863
shares
|
$388,987
0.06% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
11,693
shares
|
$383,413
0.16% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
11,636
shares
|
$381,544
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
11,634
shares
|
$381,478
0.02% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
11,500
shares
|
$377,085
0.0% of portfolio
|
Q1 2024
Reduced 68.18%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
11,373
shares
|
$372,920
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
11,108
shares
|
$364,231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
10,859
shares
|
$356,066
0.06% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,826
shares
|
$354,984
0.0% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
10,738
shares
|
$352,099
0.01% of portfolio
|
Q4 2024
Reduced 3.44%
|