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 |
|---|---|---|---|---|---|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
3,410
shares
|
$118,804
0.0% of portfolio
|
Q1 2025
Reduced 24.22%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
3,380
shares
|
$117,759
0.0% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
3,350
shares
|
$116,714
0.01% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,348
shares
|
$116,644
0.0% of portfolio
|
Q3 2025
Added 2455.73%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
3,305
shares
|
$115,146
0.0% of portfolio
|
Q1 2025
Reduced 74.09%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,280
shares
|
$114,275
0.0% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
3,185
shares
|
$110,965
0.04% of portfolio
|
Q4 2024
Reduced 22.45%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
3,018
shares
|
$105,147
0.02% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,001
shares
|
$104,554
0.01% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,833
shares
|
$98,701
0.01% of portfolio
|
Q3 2025
Reduced 10.01%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
2,807
shares
|
$97,795
0.0% of portfolio
|
Q3 2025
Reduced 35.85%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
2,798
shares
|
$97,482
0.0% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
2,660
shares
|
$92,674
0.05% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
2,506
shares
|
$87,309
0.01% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,451
shares
|
$85,392
0.0% of portfolio
|
Q3 2025
Added 15.07%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,435
shares
|
$84,835
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
2,373
shares
|
$82,675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,330
shares
|
$81,177
0.0% of portfolio
|
Q3 2025
Added 121.69%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
2,262
shares
|
$78,808
0.01% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
2,251
shares
|
$78,424
0.01% of portfolio
|
Q2 2023
Added 0.58%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,240
shares
|
$78,041
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
2,027
shares
|
$70,620
0.0% of portfolio
|
Q3 2025
Added 19.17%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,968
shares
|
$68,565
0.01% of portfolio
|
Q4 2024
Added 628.89%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,959
shares
|
$68,251
0.0% of portfolio
|
Q3 2025
Added 336.3%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,945
shares
|
$67,763
0.02% of portfolio
|
Q3 2025
Added 4.29%
|
|