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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,642
shares
|
$53,841
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,603
shares
|
$52,562
0.0% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,567
shares
|
$51,381
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
1,500
shares
|
$49,185
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
1,466
shares
|
$48,070
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
1,398
shares
|
$45,840
0.0% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,395
shares
|
$45,742
0.0% of portfolio
|
Q1 2025
Added 36.1%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,309
shares
|
$42,922
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
1,275
shares
|
$41,807
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,258
shares
|
$41,249
0.01% of portfolio
|
Q1 2025
Reduced 51.18%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,255
shares
|
$41,151
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,237
shares
|
$40,561
0.0% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,102
shares
|
$36,134
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,099
shares
|
$36,036
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,050
shares
|
$34,429
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,049
shares
|
$34,396
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
976
shares
|
$32,003
0.02% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
975
shares
|
$31,970
0.02% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
973
shares
|
$31,904
0.02% of portfolio
|
Q3 2024
Added 32.02%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
950
shares
|
$31,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
949
shares
|
$31,117
0.0% of portfolio
|
Q1 2024
Reduced 95.04%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
925
shares
|
$30,330
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
912
shares
|
$29,904
0.0% of portfolio
|
Q3 2024
Added 33.33%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
911
shares
|
$29,871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
899
shares
|
$29,478
0.0% of portfolio
|
Q3 2024
Reduced 24.96%
|