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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,235
shares
|
$79,633
0.0% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,234
shares
|
$79,597
0.0% of portfolio
|
Q1 2025
Added 3961.82%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,078
shares
|
$74,039
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,055
shares
|
$73,219
0.03% of portfolio
|
Q1 2025
Added 143.2%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,968
shares
|
$70,119
0.01% of portfolio
|
Q4 2024
Added 628.89%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,940
shares
|
$69,122
0.07% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
1,880
shares
|
$66,984
0.0% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
1,867
shares
|
$66,521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,830
shares
|
$65,202
0.02% of portfolio
|
Q3 2024
Added 120.48%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
1,785
shares
|
$63,599
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,610
shares
|
$57,364
0.0% of portfolio
|
Q1 2025
Reduced 12.31%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,609
shares
|
$57,328
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
1,556
shares
|
$55,440
0.0% of portfolio
|
Q1 2025
Added 11.3%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
1,528
shares
|
$54,442
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,510
shares
|
$53,801
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
1,500
shares
|
$53,445
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
1,466
shares
|
$52,233
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,395
shares
|
$49,703
0.0% of portfolio
|
Q1 2025
Added 36.1%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
1,275
shares
|
$45,428
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,266
shares
|
$45,107
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,262
shares
|
$44,965
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
1,258
shares
|
$44,822
0.01% of portfolio
|
Q1 2025
Reduced 51.18%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
1,184
shares
|
$42,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,102
shares
|
$39,264
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
1,099
shares
|
$39,157
0.0% of portfolio
|
Q1 2024
New holding
|