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 |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
562
shares
|
$20,024
0.0% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
515
shares
|
$18,349
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
496
shares
|
$17,672
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
480
shares
|
$17,102
0.0% of portfolio
|
Q1 2025
Reduced 49.31%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
476
shares
|
$16,959
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
475
shares
|
$16,924
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
471
shares
|
$16,781
0.01% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
423
shares
|
$15,071
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
400
shares
|
$14,252
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
380
shares
|
$13,539
0.0% of portfolio
|
Q1 2025
Reduced 83.11%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
378
shares
|
$13,468
0.0% of portfolio
|
Q1 2025
Reduced 99.38%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
372
shares
|
$13,254
0.0% of portfolio
|
Q1 2025
Reduced 81.05%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
367
shares
|
$13,076
0.0% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
351
shares
|
$12,506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
330
shares
|
$11,757
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
328
shares
|
$11,686
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
307
shares
|
$10,938
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
293
shares
|
$10,439
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
270
shares
|
$9,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
268
shares
|
$9,548
0.0% of portfolio
|
Q1 2025
Reduced 18.29%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
266
shares
|
$9,477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
264
shares
|
$9,406
0.0% of portfolio
|
Q2 2024
Added 193.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
255
shares
|
$9,085
0.0% of portfolio
|
Q1 2020
Reduced 18.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
252
shares
|
$8,978
0.0% of portfolio
|
Q4 2023
Added 12500.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
242
shares
|
$8,622
0.0% of portfolio
|
Q2 2023
Added 48.47%
|