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 |
|---|---|---|---|---|---|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
15,995
shares
|
$547,508
0.51% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
15,749
shares
|
$539,088
0.01% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Tevis Investment Management
|
Aug 01, 2025 Q2 2025 |
15,520
shares
|
$531,249
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
15,442
shares
|
$528,579
0.0% of portfolio
|
Q2 2025
Added 14.98%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
15,294
shares
|
$523,513
0.01% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
15,154
shares
|
$518,721
0.1% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
14,804
shares
|
$506,740
0.01% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
14,395
shares
|
$492,740
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
14,355
shares
|
$491,371
0.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Aviva PLC
|
Aug 07, 2025 Q2 2025 |
14,143
shares
|
$484,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
14,090
shares
|
$482,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,080
shares
|
$481,958
0.02% of portfolio
|
Q3 2022
Added 38.8%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
13,880
shares
|
$475,112
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,683
shares
|
$468,369
0.0% of portfolio
|
Q2 2025
Added 74.11%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
13,298
shares
|
$455,190
0.12% of portfolio
|
Q2 2025
Reduced 14.77%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Aug 12, 2025 Q2 2025 |
13,163
shares
|
$450,569
0.47% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Emc Capital Management
Houston, TX |
Aug 11, 2025 Q2 2025 |
13,069
shares
|
$447,351
0.26% of portfolio
|
Q2 2025
Added 37.74%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
12,898
shares
|
$441,498
0.05% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
12,694
shares
|
$434,515
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
12,596
shares
|
$431,161
0.03% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
12,437
shares
|
$425,718
0.01% of portfolio
|
Q2 2025
Added 37.35%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
12,166
shares
|
$416,442
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
11,931
shares
|
$408,398
0.02% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,800
shares
|
$403,913
0.02% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
11,707
shares
|
$400,730
0.15% of portfolio
|
Q2 2025
Added 0.12%
|