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 |
|---|---|---|---|---|---|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
7,696
shares
|
$263,434
0.01% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,687
shares
|
$263,126
0.01% of portfolio
|
Q2 2025
Added 15.93%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
7,611
shares
|
$260,524
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,554
shares
|
$258,573
0.02% of portfolio
|
Q2 2022
Added 11.38%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
7,518
shares
|
$257,341
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
7,414
shares
|
$253,781
0.01% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
7,321
shares
|
$250,597
0.01% of portfolio
|
Q2 2025
Reduced 36.61%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
7,296
shares
|
$249,742
0.0% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,295
shares
|
$249,707
0.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
7,154
shares
|
$244,881
0.0% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
7,133
shares
|
$244,162
0.0% of portfolio
|
Q2 2025
Added 216.88%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
7,102
shares
|
$243,101
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
7,093
shares
|
$242,793
0.03% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
7,071
shares
|
$242,040
0.0% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
7,024
shares
|
$240,431
0.08% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
6,966
shares
|
$238,446
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
6,869
shares
|
$235,125
0.01% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Jeppson Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,862
shares
|
$234,886
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
6,832
shares
|
$233,859
0.0% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
6,765
shares
|
$231,565
0.01% of portfolio
|
Q2 2025
Reduced 11.3%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jul 08, 2025 Q2 2025 |
6,750
shares
|
$231,052
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
6,736
shares
|
$230,573
0.03% of portfolio
|
Q2 2025
Reduced 24.38%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
6,678
shares
|
$228,587
0.14% of portfolio
|
Q2 2025
Added 738.94%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
6,670
shares
|
$228,314
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
6,624
shares
|
$226,739
0.04% of portfolio
|
Q2 2025
Reduced 77.28%
|