Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 627 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
12,898
shares
|
$459,555
0.05% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
12,759
shares
|
$454,603
0.0% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
12,721
shares
|
$453,249
0.01% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
12,494
shares
|
$445,161
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
12,423
shares
|
$442,631
0.02% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
11,925
shares
|
$424,887
0.0% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
11,863
shares
|
$422,678
0.06% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
11,693
shares
|
$416,621
0.16% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
11,636
shares
|
$414,590
0.02% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
11,634
shares
|
$414,519
0.02% of portfolio
|
Q1 2025
Added 13.47%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
11,550
shares
|
$411,526
0.01% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
11,500
shares
|
$409,745
0.0% of portfolio
|
Q1 2024
Reduced 68.18%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
11,428
shares
|
$407,179
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
11,373
shares
|
$405,219
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
11,175
shares
|
$398,165
0.03% of portfolio
|
Q1 2025
Reduced 62.74%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
11,108
shares
|
$395,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
11,029
shares
|
$392,963
0.0% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
10,873
shares
|
$387,404
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
10,789
shares
|
$384,412
0.01% of portfolio
|
Q2 2025
Added 58.92%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
10,674
shares
|
$380,314
0.07% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
10,665
shares
|
$379,993
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
10,488
shares
|
$373,687
0.02% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
10,328
shares
|
$367,986
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
10,206
shares
|
$363,639
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
10,176
shares
|
$362,570
0.03% of portfolio
|
Q2 2025
Reduced 36.66%
|