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 |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
7,011
shares
|
$249,801
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
7,002
shares
|
$249,481
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
6,966
shares
|
$248,198
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
6,942
shares
|
$247,343
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
6,917
shares
|
$246,452
0.01% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
6,862
shares
|
$244,493
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
6,841
shares
|
$243,744
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
6,750
shares
|
$240,502
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
6,664
shares
|
$237,438
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,631
shares
|
$236,262
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
6,609
shares
|
$235,478
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,525
shares
|
$232,485
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
6,516
shares
|
$232,165
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
6,504
shares
|
$231,737
0.05% of portfolio
|
Q1 2025
Reduced 28.36%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,477
shares
|
$230,775
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,381
shares
|
$227,355
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
6,369
shares
|
$226,927
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,360
shares
|
$226,606
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,229
shares
|
$221,939
0.0% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
6,142
shares
|
$218,839
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Salvus Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,060
shares
|
$215,917
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,882
shares
|
$209,575
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
4,995
shares
|
$177,971
0.02% of portfolio
|
Q4 2024
Added 84.93%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,849
shares
|
$172,769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
4,376
shares
|
$155,916
0.0% of portfolio
|
Q2 2025
Added 112.02%
|