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 |
|---|---|---|---|---|---|
|
Deseret Mutual Benefit Administrators
|
Aug 01, 2025 Q2 2025 |
973
shares
|
$33,305
0.02% of portfolio
|
Q3 2024
Added 32.02%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
949
shares
|
$32,484
0.0% of portfolio
|
Q1 2024
Reduced 95.04%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
925
shares
|
$31,662
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
911
shares
|
$31,183
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
899
shares
|
$30,772
0.0% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
864
shares
|
$29,574
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
856
shares
|
$29,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
849
shares
|
$29,061
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
807
shares
|
$27,623
0.0% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
782
shares
|
$26,767
0.0% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
769
shares
|
$26,322
0.0% of portfolio
|
Q2 2025
Reduced 44.87%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
720
shares
|
$24,645
0.0% of portfolio
|
Q2 2024
Reduced 67.29%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
684
shares
|
$23,413
0.0% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
671
shares
|
$22,968
0.0% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
669
shares
|
$22,899
0.0% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
660
shares
|
$22,591
0.01% of portfolio
|
Q2 2025
Added 2540.0%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
645
shares
|
$22,078
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
642
shares
|
$21,975
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
640
shares
|
$21,907
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
627
shares
|
$21,462
0.01% of portfolio
|
Q1 2024
Reduced 21.23%
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
622
shares
|
$21,291
0.0% of portfolio
|
Q1 2025
Added 107.33%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
600
shares
|
$20,537
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
597
shares
|
$20,435
0.0% of portfolio
|
Q4 2021
Reduced 51.62%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
562
shares
|
$19,237
0.0% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
531
shares
|
$18,176
0.0% of portfolio
|
Q2 2025
Added 10.63%
|