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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
515
shares
|
$17,628
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Altshuler Shaham LTD
|
Aug 14, 2025 Q2 2025 |
498
shares
|
$17,046
0.0% of portfolio
|
Q2 2025
Reduced 25.11%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
496
shares
|
$16,978
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
476
shares
|
$16,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
475
shares
|
$16,259
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
474
shares
|
$16,225
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
450
shares
|
$15,403
0.0% of portfolio
|
Q2 2025
Added 2547.06%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
449
shares
|
$15,369
0.0% of portfolio
|
Q2 2025
Reduced 79.9%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
423
shares
|
$14,479
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
400
shares
|
$13,691
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
380
shares
|
$13,007
0.0% of portfolio
|
Q1 2025
Reduced 83.11%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
373
shares
|
$12,767
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
369
shares
|
$12,630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
367
shares
|
$12,562
0.0% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
351
shares
|
$12,014
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
330
shares
|
$11,295
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
328
shares
|
$11,227
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
320
shares
|
$10,953
0.0% of portfolio
|
Q2 2025
Added 111.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
318
shares
|
$10,885
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
307
shares
|
$10,508
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
293
shares
|
$10,029
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
280
shares
|
$9,584
0.0% of portfolio
|
Q2 2025
Added 58.19%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
270
shares
|
$9,242
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
266
shares
|
$9,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
264
shares
|
$9,036
0.0% of portfolio
|
Q2 2024
Added 193.33%
|