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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,106
shares
|
$174,778
0.01% of portfolio
|
Q2 2025
Added 1272.58%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
5,102
shares
|
$174,641
0.0% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
4,590
shares
|
$157,115
0.0% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
4,376
shares
|
$149,790
0.0% of portfolio
|
Q2 2025
Added 112.02%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
4,210
shares
|
$144,108
0.0% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,150
shares
|
$142,054
0.0% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
3,754
shares
|
$128,499
0.04% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
3,600
shares
|
$123,227
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
3,600
shares
|
$123,227
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
3,590
shares
|
$122,885
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
3,410
shares
|
$116,724
0.0% of portfolio
|
Q1 2025
Reduced 24.22%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
3,305
shares
|
$113,130
0.0% of portfolio
|
Q1 2025
Reduced 74.09%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
3,279
shares
|
$112,240
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
3,215
shares
|
$110,049
0.01% of portfolio
|
Q2 2025
Added 2246.72%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
3,208
shares
|
$109,809
0.0% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
3,200
shares
|
$109,535
0.0% of portfolio
|
Q2 2025
Added 43.18%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
3,185
shares
|
$109,022
0.05% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
3,148
shares
|
$107,756
0.01% of portfolio
|
Q2 2025
Added 14.26%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,048
shares
|
$104,333
0.0% of portfolio
|
Q1 2025
Reduced 36.71%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
3,018
shares
|
$103,306
0.02% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,001
shares
|
$102,724
0.01% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
2,632
shares
|
$90,093
0.06% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
2,629
shares
|
$89,990
0.0% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,601
shares
|
$89,032
0.0% of portfolio
|
Q2 2025
Added 61.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,588
shares
|
$88,587
0.01% of portfolio
|
Q2 2025
New holding
|