Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 584 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $5.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
6,504
shares
|
$213,266
0.05% of portfolio
|
Q1 2025
Reduced 28.36%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,381
shares
|
$209,232
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
6,369
shares
|
$208,839
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
6,142
shares
|
$201,396
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
6,090
shares
|
$199,691
0.0% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Salvus Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,060
shares
|
$198,707
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,882
shares
|
$192,870
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
4,995
shares
|
$163,786
0.02% of portfolio
|
Q4 2024
Added 84.93%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,816
shares
|
$157,916
0.0% of portfolio
|
Q3 2024
Reduced 41.18%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
4,746
shares
|
$155,621
0.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
4,500
shares
|
$147,555
0.0% of portfolio
|
Q1 2023
Added 2.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
4,324
shares
|
$141,783
0.0% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4,049
shares
|
$132,766
0.0% of portfolio
|
Q1 2025
Added 18.67%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
4,000
shares
|
$131,160
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
3,931
shares
|
$128,897
0.0% of portfolio
|
Q1 2025
Added 19.92%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
3,755
shares
|
$123,126
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
3,749
shares
|
$122,929
0.01% of portfolio
|
Q4 2024
Added 15.07%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
3,600
shares
|
$118,044
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
3,276
shares
|
$107,420
0.03% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
3,185
shares
|
$104,436
0.04% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
3,175
shares
|
$104,108
0.0% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
3,010
shares
|
$98,697
0.01% of portfolio
|
Q4 2024
Added 222.96%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
2,978
shares
|
$97,648
0.01% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
2,896
shares
|
$94,959
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,794
shares
|
$91,615
0.0% of portfolio
|
Q4 2024
Added 65.23%
|