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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
9,673
shares
|
$331,106
0.06% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,544
shares
|
$326,691
0.02% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
9,213
shares
|
$315,360
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
9,209
shares
|
$315,224
0.0% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
9,186
shares
|
$314,436
0.02% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
9,134
shares
|
$312,656
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
9,123
shares
|
$312,280
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,948
shares
|
$306,290
0.03% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
8,933
shares
|
$305,776
0.02% of portfolio
|
Q2 2025
Added 13.22%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
8,918
shares
|
$305,263
0.01% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,853
shares
|
$303,038
0.01% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,815
shares
|
$301,737
0.01% of portfolio
|
Q2 2020
Reduced 11.29%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
8,770
shares
|
$300,197
0.03% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
8,752
shares
|
$299,580
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
First Eagle Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
8,613
shares
|
$294,822
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
8,544
shares
|
$292,461
0.03% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
8,517
shares
|
$291,536
0.02% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Mma Asset Management LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
8,347
shares
|
$285,717
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
8,280
shares
|
$283,424
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Aug 06, 2025 Q2 2025 |
8,273
shares
|
$283,184
0.13% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
8,204
shares
|
$280,822
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
8,005
shares
|
$274,011
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
7,853
shares
|
$268,808
0.02% of portfolio
|
Q2 2025
Added 152.51%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
7,825
shares
|
$267,849
0.0% of portfolio
|
Q2 2025
Reduced 31.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
7,766
shares
|
$265,830
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|