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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
262
shares
|
$8,968
0.0% of portfolio
|
Q2 2025
Added 42.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
259
shares
|
$8,865
0.0% of portfolio
|
Q2 2025
Added 86.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
255
shares
|
$8,728
0.0% of portfolio
|
Q1 2020
Reduced 18.53%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
253
shares
|
$8,660
0.01% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
252
shares
|
$8,625
0.0% of portfolio
|
Q4 2023
Added 12500.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
251
shares
|
$8,591
0.0% of portfolio
|
Q2 2025
Added 1468.75%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
242
shares
|
$8,283
0.0% of portfolio
|
Q2 2023
Added 48.47%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
241
shares
|
$8,249
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
219
shares
|
$7,496
0.0% of portfolio
|
Q2 2023
Reduced 70.49%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
216
shares
|
$7,393
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
209
shares
|
$7,154
0.0% of portfolio
|
Q2 2025
Added 22.94%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
203
shares
|
$6,948
0.0% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
195
shares
|
$6,674
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
190
shares
|
$6,503
0.0% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
185
shares
|
$6,332
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
185
shares
|
$6,332
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
177
shares
|
$6,058
0.0% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
163
shares
|
$5,579
0.0% of portfolio
|
Q4 2023
Added 1064.29%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
163
shares
|
$5,579
0.0% of portfolio
|
Q1 2024
Reduced 32.64%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
150
shares
|
$5,134
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
150
shares
|
$5,134
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
132
shares
|
$4,518
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
131
shares
|
$4,484
0.0% of portfolio
|
Q2 2025
Added 403.85%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
130
shares
|
$4,449
0.0% of portfolio
|
Q1 2024
Reduced 72.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
129
shares
|
$4,415
0.0% of portfolio
|
Q2 2025
Added 10.26%
|