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 |
|---|---|---|---|---|---|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
8,238
shares
|
$293,519
0.01% of portfolio
|
Q1 2025
Reduced 23.28%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
8,182
shares
|
$291,524
0.02% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
8,145
shares
|
$290,206
0.01% of portfolio
|
Q4 2024
Reduced 11.38%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
May 05, 2025 Q1 2025 |
8,050
shares
|
$286,821
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
7,993
shares
|
$284,790
0.06% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
7,955
shares
|
$283,436
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
7,942
shares
|
$282,973
0.01% of portfolio
|
Q1 2025
Reduced 6.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
7,927
shares
|
$282,439
0.01% of portfolio
|
Q1 2025
Reduced 18.91%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
7,890
shares
|
$281,120
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
7,859
shares
|
$280,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
7,704
shares
|
$274,493
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
7,703
shares
|
$274,457
0.0% of portfolio
|
Q1 2025
Reduced 33.9%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
7,627
shares
|
$271,750
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,554
shares
|
$269,149
0.02% of portfolio
|
Q2 2022
Added 11.38%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
7,538
shares
|
$268,578
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
7,518
shares
|
$267,866
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
7,371
shares
|
$262,628
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
7,352
shares
|
$261,951
0.0% of portfolio
|
Q1 2025
Reduced 26.44%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
7,345
shares
|
$261,702
0.02% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
7,326
shares
|
$261,025
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
7,200
shares
|
$256,536
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
7,102
shares
|
$253,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
7,065
shares
|
$251,725
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
7,036
shares
|
$250,692
0.18% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
7,024
shares
|
$250,265
0.08% of portfolio
|
Q1 2025
Reduced 6.65%
|