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 |
|---|---|---|---|---|---|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
10,047
shares
|
$357,974
0.01% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
10,000
shares
|
$356,300
0.02% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Needham Investment Management LLC
New York, NY |
May 14, 2025 Q1 2025 |
10,000
shares
|
$356,300
0.03% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
10,000
shares
|
$356,300
0.07% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
9,948
shares
|
$354,447
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
9,758
shares
|
$347,677
0.02% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
9,690
shares
|
$345,254
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Emc Capital Management
Houston, TX |
May 15, 2025 Q1 2025 |
9,488
shares
|
$338,057
0.19% of portfolio
|
Q4 2024
Added 848.8%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
9,486
shares
|
$337,986
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
9,331
shares
|
$332,463
0.0% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,159
shares
|
$326,335
0.02% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
9,123
shares
|
$325,052
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
9,055
shares
|
$322,629
0.0% of portfolio
|
Q1 2025
Added 18.83%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
9,047
shares
|
$322,344
0.02% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,948
shares
|
$318,817
0.03% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
8,908
shares
|
$317,392
0.04% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
8,883
shares
|
$316,501
0.03% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,853
shares
|
$315,432
0.01% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,815
shares
|
$314,078
0.01% of portfolio
|
Q2 2020
Reduced 11.29%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
8,809
shares
|
$313,864
0.02% of portfolio
|
Q1 2025
Reduced 57.26%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
8,805
shares
|
$313,722
0.03% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
8,791
shares
|
$313,223
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Eagle Investment Management, LLC
|
May 12, 2025 Q1 2025 |
8,613
shares
|
$306,881
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
8,576
shares
|
$305,562
0.13% of portfolio
|
Q1 2025
Reduced 50.33%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
8,280
shares
|
$295,016
0.01% of portfolio
|
Q3 2024
New holding
|