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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
10,674
shares
|
$350,000
0.07% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
10,665
shares
|
$349,705
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
10,537
shares
|
$345,508
0.01% of portfolio
|
Q4 2024
Reduced 73.09%
|
|
|
Greenland Capital Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
10,230
shares
|
$335,441
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
10,206
shares
|
$334,654
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Connable Office Inc
|
Feb 05, 2025 Q4 2024 |
10,041
shares
|
$329,244
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
10,005
shares
|
$328,063
0.04% of portfolio
|
Q4 2024
Added 4.64%
|
|
|
Needham Investment Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$327,900
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
10,000
shares
|
$327,900
0.07% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$327,900
0.01% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,995
shares
|
$327,736
0.0% of portfolio
|
Q4 2024
Reduced 16.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
9,775
shares
|
$320,522
0.01% of portfolio
|
Q4 2024
Reduced 3.99%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
9,690
shares
|
$317,735
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
9,667
shares
|
$316,980
0.01% of portfolio
|
Q1 2025
Added 132.94%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,578
shares
|
$314,062
0.0% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
Emc Capital Management
Houston, TX |
Jan 23, 2025 Q4 2024 |
9,488
shares
|
$311,111
0.15% of portfolio
|
Q4 2024
Added 848.8%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
9,399
shares
|
$308,193
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
9,123
shares
|
$299,143
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
9,055
shares
|
$296,913
0.0% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,948
shares
|
$293,404
0.03% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
8,921
shares
|
$292,519
0.02% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
8,908
shares
|
$292,093
0.04% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
8,829
shares
|
$289,502
0.16% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,815
shares
|
$289,043
0.01% of portfolio
|
Q2 2020
Reduced 11.29%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
8,810
shares
|
$288,879
0.01% of portfolio
|
Q4 2024
Reduced 25.41%
|