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 |
|---|---|---|---|---|---|
|
Group One Trading, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,791
shares
|
$281,312
0.01% of portfolio
|
Q3 2024
Reduced 52.18%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
8,581
shares
|
$274,592
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Eagle Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,540
shares
|
$273,280
0.0% of portfolio
|
Q4 2024
Added 80.82%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
8,538
shares
|
$273,216
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Penn Mutual Asset Management, LLC
Horsham, PA |
Nov 14, 2024 Q3 2024 |
8,500
shares
|
$272,000
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
8,486
shares
|
$271,552
0.03% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
8,436
shares
|
$269,952
0.03% of portfolio
|
Q4 2024
Reduced 22.14%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
8,280
shares
|
$264,960
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
8,145
shares
|
$260,640
0.01% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
8,124
shares
|
$259,968
0.01% of portfolio
|
Q3 2024
Added 3901.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,063
shares
|
$258,016
0.01% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
7,885
shares
|
$252,320
0.0% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
7,825
shares
|
$250,400
0.02% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,620
shares
|
$243,840
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,613
shares
|
$243,616
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,554
shares
|
$241,728
0.02% of portfolio
|
Q2 2022
Added 11.38%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
7,524
shares
|
$240,768
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,291
shares
|
$233,312
0.01% of portfolio
|
Q4 2024
Reduced 59.1%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
7,145
shares
|
$228,640
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
7,140
shares
|
$228,480
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
7,102
shares
|
$227,264
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
6,999
shares
|
$223,968
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,381
shares
|
$204,192
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
5,882
shares
|
$188,224
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,286
shares
|
$169,152
0.0% of portfolio
|
Q3 2024
Reduced 7.23%
|