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 |
|---|---|---|---|---|---|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
241
shares
|
$8,586
0.01% of portfolio
|
Q1 2025
Added 129.52%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
241
shares
|
$8,586
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
230
shares
|
$8,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
223
shares
|
$7,945
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
219
shares
|
$7,802
0.0% of portfolio
|
Q2 2023
Reduced 70.49%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
215
shares
|
$7,660
0.0% of portfolio
|
Q3 2023
Reduced 14.34%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
214
shares
|
$7,624
0.0% of portfolio
|
Q2 2023
Reduced 27.7%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
213
shares
|
$7,589
0.0% of portfolio
|
Q4 2024
Added 17.03%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
200
shares
|
$7,126
0.0% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
196
shares
|
$6,983
0.0% of portfolio
|
Q1 2025
Reduced 9.68%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
184
shares
|
$6,555
0.0% of portfolio
|
Q1 2025
Added 44.88%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
177
shares
|
$6,306
0.0% of portfolio
|
Q1 2025
Added 39.37%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
170
shares
|
$6,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
163
shares
|
$5,807
0.0% of portfolio
|
Q4 2023
Added 1064.29%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
163
shares
|
$5,807
0.0% of portfolio
|
Q1 2024
Reduced 32.64%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
156
shares
|
$5,558
0.0% of portfolio
|
Q1 2025
Added 83.53%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
151
shares
|
$5,380
0.0% of portfolio
|
Q1 2025
Added 24.79%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
150
shares
|
$5,344
0.0% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
150
shares
|
$5,344
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
139
shares
|
$4,952
0.0% of portfolio
|
Q4 2023
Added 39.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
137
shares
|
$4,881
0.0% of portfolio
|
Q3 2024
Added 426.92%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
132
shares
|
$4,703
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
130
shares
|
$4,631
0.0% of portfolio
|
Q1 2024
Reduced 72.69%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
122
shares
|
$4,346
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
117
shares
|
$4,168
0.0% of portfolio
|
Q1 2025
Added 1.74%
|