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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,461
shares
|
$84,240
0.02% of portfolio
|
Q2 2025
Added 61.06%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
2,373
shares
|
$81,227
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,251
shares
|
$77,051
0.01% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,250
shares
|
$77,017
0.01% of portfolio
|
Q1 2023
Reduced 2.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,240
shares
|
$76,675
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
2,215
shares
|
$75,819
0.0% of portfolio
|
Q2 2025
Reduced 30.24%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
2,130
shares
|
$72,909
0.0% of portfolio
|
Q2 2025
Added 36.89%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
1,968
shares
|
$67,364
0.01% of portfolio
|
Q4 2024
Added 628.89%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,940
shares
|
$66,406
0.07% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
1,880
shares
|
$64,352
0.0% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
1,865
shares
|
$63,838
0.02% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
1,830
shares
|
$62,640
0.02% of portfolio
|
Q3 2024
Added 120.48%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
1,785
shares
|
$61,100
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,701
shares
|
$58,225
0.01% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
1,500
shares
|
$51,344
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
1,275
shares
|
$43,643
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,266
shares
|
$43,335
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,262
shares
|
$43,198
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,258
shares
|
$43,061
0.01% of portfolio
|
Q1 2025
Reduced 51.18%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
1,102
shares
|
$37,721
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
1,099
shares
|
$37,618
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,051
shares
|
$35,975
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
1,050
shares
|
$35,941
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
1,049
shares
|
$35,907
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
976
shares
|
$33,408
0.02% of portfolio
|
Q1 2025
Added 1.67%
|