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 |
|---|---|---|---|---|---|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,050
shares
|
$37,411
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
1,049
shares
|
$37,375
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,044
shares
|
$37,197
0.0% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
976
shares
|
$34,774
0.02% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
973
shares
|
$34,667
0.02% of portfolio
|
Q3 2024
Added 32.02%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
949
shares
|
$33,812
0.0% of portfolio
|
Q1 2024
Reduced 95.04%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
925
shares
|
$32,957
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
911
shares
|
$32,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
899
shares
|
$32,031
0.0% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
864
shares
|
$30,784
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
841
shares
|
$29,964
0.01% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
796
shares
|
$28,361
0.02% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
766
shares
|
$27,292
0.0% of portfolio
|
Q3 2024
Reduced 10.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
764
shares
|
$27,221
0.0% of portfolio
|
Q4 2024
Reduced 48.96%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
726
shares
|
$25,867
0.0% of portfolio
|
Q1 2025
Reduced 18.7%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
720
shares
|
$25,653
0.0% of portfolio
|
Q2 2024
Reduced 67.29%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
669
shares
|
$23,836
0.0% of portfolio
|
Q1 2025
Added 8.96%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
669
shares
|
$23,836
0.0% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Altshuler Shaham LTD
|
May 15, 2025 Q1 2025 |
665
shares
|
$23,693
0.0% of portfolio
|
Q1 2025
Reduced 25.86%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
657
shares
|
$23,408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
642
shares
|
$22,874
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
640
shares
|
$22,803
0.0% of portfolio
|
Q1 2025
Added 159.11%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
627
shares
|
$22,340
0.01% of portfolio
|
Q1 2024
Reduced 21.23%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
622
shares
|
$22,161
0.0% of portfolio
|
Q1 2025
Added 107.33%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
597
shares
|
$21,271
0.0% of portfolio
|
Q4 2021
Reduced 51.62%
|