Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 630 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $6.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
39
shares
|
$1,448
0.0% of portfolio
|
Q2 2025
Added 21.88%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
30
shares
|
$1,114
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
30
shares
|
$1,114
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
29
shares
|
$1,077
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
26
shares
|
$965
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
25
shares
|
$928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
22
shares
|
$817
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
22
shares
|
$817
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
21
shares
|
$779
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
21
shares
|
$779
0.0% of portfolio
|
Q1 2025
Reduced 89.5%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
20
shares
|
$742
0.0% of portfolio
|
Q2 2025
Reduced 31.03%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
20
shares
|
$742
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
19
shares
|
$705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
17
shares
|
$631
0.0% of portfolio
|
Q1 2025
Added 142.86%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
16
shares
|
$594
0.0% of portfolio
|
Q1 2025
Reduced 40.74%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
15
shares
|
$557
0.0% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
15
shares
|
$557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
15
shares
|
$557
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
14
shares
|
$519
0.0% of portfolio
|
Q1 2024
Added 180.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
13
shares
|
$482
0.0% of portfolio
|
Q2 2025
Added 225.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
12
shares
|
$445
0.0% of portfolio
|
Q1 2025
Reduced 57.14%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
12
shares
|
$445
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
11
shares
|
$408
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
11
shares
|
$408
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
10
shares
|
$371
0.0% of portfolio
|
Q3 2024
New holding
|