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 |
|---|---|---|---|---|---|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
897
shares
|
$29,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
855
shares
|
$28,035
0.02% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
845
shares
|
$27,707
0.01% of portfolio
|
Q3 2024
Added 11.92%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
841
shares
|
$27,576
0.01% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
766
shares
|
$25,117
0.0% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
764
shares
|
$25,051
0.0% of portfolio
|
Q4 2024
Reduced 48.96%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
726
shares
|
$23,805
0.0% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
720
shares
|
$23,608
0.0% of portfolio
|
Q2 2024
Reduced 67.29%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
700
shares
|
$22,953
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
690
shares
|
$22,625
0.0% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
642
shares
|
$21,051
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
637
shares
|
$20,887
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
627
shares
|
$20,559
0.01% of portfolio
|
Q1 2024
Reduced 21.23%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
614
shares
|
$20,133
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
609
shares
|
$19,969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
603
shares
|
$19,772
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
597
shares
|
$19,575
0.0% of portfolio
|
Q4 2021
Reduced 51.62%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
562
shares
|
$18,427
0.0% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
557
shares
|
$18,264
0.0% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
522
shares
|
$17,116
0.0% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
515
shares
|
$16,886
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
476
shares
|
$15,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
469
shares
|
$15,378
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
468
shares
|
$15,345
0.0% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
423
shares
|
$13,870
0.01% of portfolio
|
Q4 2024
New holding
|