Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 653 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
20,337
shares
|
$696,135
0.0% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
20,000
shares
|
$684,599
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
19,812
shares
|
$678,164
0.04% of portfolio
|
Q2 2025
Reduced 21.7%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
19,775
shares
|
$676,898
0.02% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
19,568
shares
|
$669,812
0.02% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
18,964
shares
|
$649,137
0.01% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
18,938
shares
|
$648,247
0.07% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
18,123
shares
|
$620,350
0.0% of portfolio
|
Q2 2025
Added 94.22%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
18,078
shares
|
$618,809
0.02% of portfolio
|
Q2 2025
Added 31.64%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
18,023
shares
|
$616,927
0.0% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
17,931
shares
|
$613,778
0.01% of portfolio
|
Q2 2025
Added 31.15%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
17,598
shares
|
$602,379
0.03% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
17,425
shares
|
$596,457
0.02% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,317
shares
|
$592,760
0.01% of portfolio
|
Q2 2025
Reduced 91.84%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
16,984
shares
|
$581,362
0.01% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
16,920
shares
|
$579,171
0.01% of portfolio
|
Q2 2025
Reduced 4.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
16,862
shares
|
$577,186
0.0% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
16,779
shares
|
$574,345
0.05% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
16,683
shares
|
$571,059
0.01% of portfolio
|
Q2 2025
Added 16583.0%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
16,635
shares
|
$569,416
0.0% of portfolio
|
Q3 2024
Reduced 81.37%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
16,517
shares
|
$565,376
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
16,450
shares
|
$563,083
0.07% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
16,361
shares
|
$560,037
0.59% of portfolio
|
Q1 2025
Added 11.34%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
16,330
shares
|
$558,975
0.02% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
16,249
shares
|
$556,203
0.0% of portfolio
|
Q2 2025
Added 9.12%
|