Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 584 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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
8,810
shares
|
$288,879
0.01% of portfolio
|
Q4 2024
Reduced 25.41%
|
|
|
First Eagle Investment Management, LLC
|
Feb 10, 2025 Q4 2024 |
8,540
shares
|
$280,026
0.0% of portfolio
|
Q4 2024
Added 80.82%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
8,538
shares
|
$279,961
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
8,442
shares
|
$276,813
0.01% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
8,280
shares
|
$271,501
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
8,183
shares
|
$268,320
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
8,145
shares
|
$267,074
0.01% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,063
shares
|
$264,385
0.01% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
7,703
shares
|
$252,581
0.0% of portfolio
|
Q1 2025
Reduced 33.9%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,613
shares
|
$249,630
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,554
shares
|
$247,695
0.02% of portfolio
|
Q2 2022
Added 11.38%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
7,524
shares
|
$246,711
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
7,345
shares
|
$240,842
0.02% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
7,140
shares
|
$234,120
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
7,102
shares
|
$232,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
7,089
shares
|
$232,448
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
6,999
shares
|
$229,497
0.0% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,966
shares
|
$228,415
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
6,942
shares
|
$227,628
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,917
shares
|
$226,808
0.01% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
6,862
shares
|
$225,004
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
6,840
shares
|
$224,283
0.0% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
6,789
shares
|
$222,611
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
6,750
shares
|
$221,332
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
6,664
shares
|
$218,512
0.0% of portfolio
|
Q1 2025
New holding
|