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 |
|---|---|---|---|---|---|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
1,099
shares
|
$35,168
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,074
shares
|
$34,368
0.0% of portfolio
|
Q3 2024
Reduced 19.85%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
1,050
shares
|
$33,600
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,025
shares
|
$32,800
0.0% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
975
shares
|
$31,200
0.02% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
973
shares
|
$31,136
0.01% of portfolio
|
Q3 2024
Added 32.02%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
960
shares
|
$30,720
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
949
shares
|
$30,368
0.0% of portfolio
|
Q1 2024
Reduced 95.04%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
932
shares
|
$29,824
0.0% of portfolio
|
Q3 2024
Added 23200.0%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
925
shares
|
$29,600
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
912
shares
|
$29,184
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
899
shares
|
$28,768
0.0% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
852
shares
|
$27,264
0.01% of portfolio
|
Q3 2024
Reduced 79.52%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
845
shares
|
$27,040
0.01% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
766
shares
|
$24,512
0.0% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
764
shares
|
$24,448
0.0% of portfolio
|
Q4 2024
Reduced 48.96%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
758
shares
|
$24,256
0.0% of portfolio
|
Q4 2024
Added 95.87%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
720
shares
|
$23,040
0.0% of portfolio
|
Q2 2024
Reduced 67.29%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
708
shares
|
$22,656
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
700
shares
|
$22,400
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
656
shares
|
$20,992
0.0% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
648
shares
|
$20,736
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
642
shares
|
$20,544
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
637
shares
|
$20,384
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
627
shares
|
$20,064
0.01% of portfolio
|
Q1 2024
Reduced 21.23%
|