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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,324
shares
|
$154,064
0.0% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,150
shares
|
$147,864
0.0% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,049
shares
|
$144,265
0.0% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
3,955
shares
|
$140,916
0.0% of portfolio
|
Q1 2025
Added 43.35%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
3,755
shares
|
$133,790
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
3,600
shares
|
$128,268
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
3,590
shares
|
$127,911
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
3,410
shares
|
$121,498
0.0% of portfolio
|
Q1 2025
Reduced 24.22%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
3,305
shares
|
$117,757
0.0% of portfolio
|
Q1 2025
Reduced 74.09%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
3,291
shares
|
$117,258
0.0% of portfolio
|
Q1 2025
Added 151.41%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
3,276
shares
|
$116,723
0.03% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
3,185
shares
|
$113,481
0.05% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
3,175
shares
|
$113,125
0.0% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,048
shares
|
$108,600
0.0% of portfolio
|
Q1 2025
Reduced 36.71%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
3,018
shares
|
$107,531
0.02% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,001
shares
|
$106,925
0.01% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,755
shares
|
$98,160
0.01% of portfolio
|
Q1 2025
Added 3343.75%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,651
shares
|
$94,455
0.0% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,629
shares
|
$93,671
0.0% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
2,603
shares
|
$92,744
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,555
shares
|
$91,034
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,251
shares
|
$80,203
0.0% of portfolio
|
Q1 2025
Reduced 93.67%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,251
shares
|
$80,203
0.01% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,250
shares
|
$80,167
0.01% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,240
shares
|
$79,811
0.01% of portfolio
|
Q3 2022
New holding
|