Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 641 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $6.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ilex Capital Partners (Uk) LLP
London, X0 |
Nov 14, 2025 Q3 2025 |
14,187
shares
|
$494,275
0.02% of portfolio
|
Q3 2025
Reduced 60.28%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
14,080
shares
|
$490,547
0.02% of portfolio
|
Q3 2022
Added 38.8%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
13,746
shares
|
$478,910
0.17% of portfolio
|
Q3 2025
Added 66.15%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
13,683
shares
|
$476,715
0.0% of portfolio
|
Q2 2025
Added 74.11%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
13,386
shares
|
$466,368
0.01% of portfolio
|
Q3 2025
Added 10.03%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
13,266
shares
|
$462,187
0.0% of portfolio
|
Q3 2025
Reduced 26.8%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
13,162
shares
|
$458,564
0.15% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Emc Capital Management
Houston, TX |
Nov 20, 2025 Q3 2025 |
13,069
shares
|
$455,323
0.21% of portfolio
|
Q2 2025
Added 37.74%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,053
shares
|
$454,766
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Nov 13, 2025 Q3 2025 |
12,986
shares
|
$452,432
0.42% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
12,948
shares
|
$451,108
0.0% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
12,909
shares
|
$449,749
0.01% of portfolio
|
Q3 2025
Reduced 21.84%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Nov 14, 2025 Q3 2025 |
12,885
shares
|
$448,913
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
12,823
shares
|
$446,753
0.02% of portfolio
|
Q3 2025
Added 8.67%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
12,576
shares
|
$438,147
0.04% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
12,572
shares
|
$438,008
0.01% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
12,512
shares
|
$435,918
0.02% of portfolio
|
Q3 2025
Reduced 48.53%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
12,488
shares
|
$435,081
0.13% of portfolio
|
Q3 2025
Reduced 65.43%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
11,992
shares
|
$417,801
0.0% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
11,827
shares
|
$412,052
0.0% of portfolio
|
Q3 2025
Added 16.87%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2025 Q3 2025 |
11,815
shares
|
$411,634
0.06% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
11,702
shares
|
$407,697
0.13% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
11,648
shares
|
$405,816
0.05% of portfolio
|
Q3 2025
Added 11.71%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2025 Q3 2025 |
11,500
shares
|
$400,660
0.0% of portfolio
|
Q1 2024
Reduced 68.18%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
11,314
shares
|
$394,179
0.2% of portfolio
|
Q3 2025
Added 37.91%
|
|