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 |
|---|---|---|---|---|---|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
9,213
shares
|
$320,980
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
9,181
shares
|
$319,866
0.1% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
9,178
shares
|
$319,761
0.02% of portfolio
|
Q3 2025
Added 7.76%
|
|
|
Oracle Alpha Inc.
Toronto, A6 |
May 15, 2024 Q1 2024 |
9,123
shares
|
$317,845
0.4% of portfolio
|
Q1 2024
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
8,988
shares
|
$313,141
0.01% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
8,948
shares
|
$311,748
0.03% of portfolio
|
Q2 2023
Added 3.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
8,815
shares
|
$307,114
0.01% of portfolio
|
Q2 2020
Reduced 11.29%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
Oct 30, 2025 Q3 2025 |
8,767
shares
|
$305,442
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
8,693
shares
|
$302,864
0.02% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2025 Q3 2025 |
8,681
shares
|
$302,446
0.0% of portfolio
|
Q3 2025
Added 0.79%
|
|
|
Connable Office Inc
|
Nov 06, 2025 Q3 2025 |
8,544
shares
|
$297,672
0.03% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
8,482
shares
|
$295,512
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
8,466
shares
|
$294,955
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,458
shares
|
$294,676
0.0% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,295
shares
|
$288,997
0.04% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
8,280
shares
|
$288,475
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
8,252
shares
|
$287,499
0.02% of portfolio
|
Q3 2025
Reduced 7.62%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
8,241
shares
|
$287,116
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mirabella Financial Services LLP
London, X0 |
Dec 15, 2025 Q3 2025 |
8,111
shares
|
$282,587
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,921
shares
|
$275,967
0.0% of portfolio
|
Q3 2025
Reduced 95.24%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
7,871
shares
|
$274,225
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,796
shares
|
$271,612
0.01% of portfolio
|
Q3 2025
Added 69.85%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,702
shares
|
$268,337
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
7,554
shares
|
$263,181
0.02% of portfolio
|
Q2 2022
Added 11.38%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
7,551
shares
|
$263,076
0.04% of portfolio
|
Q3 2025
New holding
|
|