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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
6,263
shares
|
$218,202
0.0% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
6,223
shares
|
$216,809
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,166
shares
|
$214,823
0.04% of portfolio
|
Q3 2025
Added 150.55%
|
|
|
Salvus Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,060
shares
|
$211,130
0.12% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
6,045
shares
|
$210,607
0.0% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
6,016
shares
|
$209,597
0.0% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
5,976
shares
|
$208,203
0.01% of portfolio
|
Q3 2025
Reduced 18.37%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
5,886
shares
|
$205,068
0.01% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
5,882
shares
|
$204,928
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
5,409
shares
|
$188,449
0.03% of portfolio
|
Q3 2025
Reduced 79.94%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
5,273
shares
|
$183,711
0.09% of portfolio
|
Q3 2025
Reduced 42.27%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
5,142
shares
|
$179,147
0.0% of portfolio
|
Q3 2025
Reduced 92.58%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
5,095
shares
|
$177,509
0.0% of portfolio
|
Q3 2025
Added 21.02%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
4,901
shares
|
$170,750
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
4,571
shares
|
$159,253
0.0% of portfolio
|
Q3 2025
Reduced 42.17%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,555
shares
|
$158,696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
4,530
shares
|
$157,825
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,268
shares
|
$148,697
0.0% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,905
shares
|
$136,050
0.0% of portfolio
|
Q3 2025
Added 28.12%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
3,754
shares
|
$130,789
0.04% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
3,710
shares
|
$129,256
0.04% of portfolio
|
Q3 2025
Added 301.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,681
shares
|
$128,246
0.0% of portfolio
|
Q3 2025
Added 41.52%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
3,627
shares
|
$126,364
0.01% of portfolio
|
Q3 2025
Reduced 59.33%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
3,600
shares
|
$125,424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
3,600
shares
|
$125,424
0.04% of portfolio
|
Q2 2023
New holding
|
|