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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
122
shares
|
$4,176
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
111
shares
|
$3,799
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
101
shares
|
$3,457
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
100
shares
|
$3,422
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
100
shares
|
$3,422
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
97
shares
|
$3,320
0.0% of portfolio
|
Q4 2023
Reduced 54.25%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
97
shares
|
$3,320
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
90
shares
|
$3,080
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
84
shares
|
$2,875
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
82
shares
|
$2,806
0.0% of portfolio
|
Q2 2025
Reduced 95.61%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
82
shares
|
$2,806
0.0% of portfolio
|
Q2 2022
Reduced 28.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
81
shares
|
$2,772
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
80
shares
|
$2,738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
80
shares
|
$2,738
0.0% of portfolio
|
Q2 2022
Reduced 38.46%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
70
shares
|
$2,396
0.0% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
68
shares
|
$2,327
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
64
shares
|
$2,190
0.0% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
63
shares
|
$2,156
0.0% of portfolio
|
Q1 2025
Reduced 89.55%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
57
shares
|
$1,951
0.0% of portfolio
|
Q3 2024
Added 338.46%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
55
shares
|
$1,882
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
50
shares
|
$1,711
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
48
shares
|
$1,643
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
43
shares
|
$1,471
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
42
shares
|
$1,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
39
shares
|
$1,334
0.0% of portfolio
|
Q2 2025
Added 21.88%
|