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 |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,578
shares
|
$225,164
0.05% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,497
shares
|
$222,392
0.0% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
6,477
shares
|
$221,707
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
6,450
shares
|
$220,783
0.01% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
6,403
shares
|
$219,174
0.0% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
6,392
shares
|
$218,798
0.01% of portfolio
|
Q2 2025
Reduced 94.05%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
6,381
shares
|
$218,421
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,338
shares
|
$216,949
0.11% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Aug 12, 2025 Q2 2025 |
6,333
shares
|
$216,778
0.18% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
6,295
shares
|
$215,477
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,290
shares
|
$215,306
0.03% of portfolio
|
Q2 2025
Reduced 46.98%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
6,145
shares
|
$210,343
0.02% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
6,130
shares
|
$209,829
0.01% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
6,078
shares
|
$208,049
0.0% of portfolio
|
Q2 2025
Added 129.27%
|
|
|
Salvus Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
6,020
shares
|
$206,064
0.14% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Teza Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,984
shares
|
$204,832
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,903
shares
|
$202,059
0.01% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,882
shares
|
$201,340
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trust Investment Advisors
|
Aug 01, 2025 Q2 2025 |
5,768
shares
|
$197,438
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
5,723
shares
|
$195,898
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
5,683
shares
|
$194,529
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,612
shares
|
$192,098
0.01% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,552
shares
|
$190,044
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
5,504
shares
|
$188,401
0.04% of portfolio
|
Q2 2025
Reduced 31.14%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jul 23, 2025 Q2 2025 |
5,500
shares
|
$188,264
0.19% of portfolio
|
Q2 2025
New holding
|