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 |
|---|---|---|---|---|---|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
100
shares
|
$3,563
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
100
shares
|
$3,563
0.0% of portfolio
|
Q1 2025
Added 108.33%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
100
shares
|
$3,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
100
shares
|
$3,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
100
shares
|
$3,563
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
97
shares
|
$3,456
0.0% of portfolio
|
Q4 2023
Reduced 54.25%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
97
shares
|
$3,456
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
91
shares
|
$3,242
0.0% of portfolio
|
Q4 2024
Reduced 70.83%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
90
shares
|
$3,206
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
84
shares
|
$2,992
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
82
shares
|
$2,921
0.0% of portfolio
|
Q2 2022
Reduced 28.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
81
shares
|
$2,886
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
80
shares
|
$2,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
80
shares
|
$2,850
0.0% of portfolio
|
Q2 2022
Reduced 38.46%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
69
shares
|
$2,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
68
shares
|
$2,422
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
64
shares
|
$2,280
0.0% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
63
shares
|
$2,244
0.0% of portfolio
|
Q1 2025
Reduced 89.55%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
57
shares
|
$2,030
0.0% of portfolio
|
Q3 2024
Added 338.46%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
50
shares
|
$1,781
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
43
shares
|
$1,532
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
40
shares
|
$1,425
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
32
shares
|
$1,140
0.0% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
30
shares
|
$1,068
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
30
shares
|
$1,068
0.0% of portfolio
|
Q3 2024
New holding
|