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 |
|---|---|---|---|---|---|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
2,759
shares
|
$90,467
0.0% of portfolio
|
Q4 2024
Reduced 94.23%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,755
shares
|
$90,336
0.01% of portfolio
|
Q1 2025
Added 3343.75%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,732
shares
|
$89,582
0.0% of portfolio
|
Q4 2024
Added 45.78%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,651
shares
|
$86,926
0.0% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
2,524
shares
|
$82,761
0.01% of portfolio
|
Q1 2022
Reduced 13.68%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,470
shares
|
$80,991
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
2,442
shares
|
$80,073
0.0% of portfolio
|
Q1 2025
Added 81.56%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
2,395
shares
|
$78,532
0.01% of portfolio
|
Q4 2024
Reduced 86.18%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,251
shares
|
$73,810
0.01% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
2,250
shares
|
$73,777
0.01% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
2,250
shares
|
$73,777
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,240
shares
|
$73,449
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
2,235
shares
|
$73,285
0.0% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,234
shares
|
$73,252
0.0% of portfolio
|
Q1 2025
Added 3961.82%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
2,078
shares
|
$68,137
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
2,064
shares
|
$67,678
0.0% of portfolio
|
Q1 2025
Added 0.58%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,968
shares
|
$64,530
0.01% of portfolio
|
Q4 2024
Added 628.89%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,963
shares
|
$64,366
0.0% of portfolio
|
Q4 2024
Reduced 57.88%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,940
shares
|
$63,612
0.07% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Apr 16, 2025 Q1 2025 |
1,880
shares
|
$61,645
0.0% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,836
shares
|
$60,202
0.0% of portfolio
|
Q4 2024
Added 130.65%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,830
shares
|
$60,005
0.02% of portfolio
|
Q3 2024
Added 120.48%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
1,785
shares
|
$58,530
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
1,750
shares
|
$57,382
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,700
shares
|
$55,743
0.13% of portfolio
|
Q4 2024
New holding
|