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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,940
shares
|
$67,589
0.07% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,895
shares
|
$66,021
0.0% of portfolio
|
Q3 2025
Reduced 41.06%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
1,880
shares
|
$65,499
0.0% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,832
shares
|
$63,826
0.0% of portfolio
|
Q3 2025
Reduced 17.29%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,830
shares
|
$63,757
0.02% of portfolio
|
Q3 2024
Added 120.48%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
1,785
shares
|
$62,189
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,553
shares
|
$54,106
0.0% of portfolio
|
Q3 2025
Added 98.59%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
1,500
shares
|
$52,260
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,364
shares
|
$47,521
0.0% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
1,345
shares
|
$46,859
0.01% of portfolio
|
Q3 2025
Added 103.79%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
1,275
shares
|
$44,421
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
1,262
shares
|
$43,968
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,258
shares
|
$43,828
0.0% of portfolio
|
Q1 2025
Reduced 51.18%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,102
shares
|
$38,393
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 25, 2025 Q3 2025 |
1,050
shares
|
$36,582
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
1,049
shares
|
$36,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
1,000
shares
|
$34,840
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
987
shares
|
$34,387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
979
shares
|
$34,108
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
949
shares
|
$33,063
0.0% of portfolio
|
Q1 2024
Reduced 95.04%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
948
shares
|
$33,028
0.0% of portfolio
|
Q3 2025
Added 17.47%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
911
shares
|
$31,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
841
shares
|
$29,300
0.0% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
790
shares
|
$27,523
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
788
shares
|
$27,453
0.01% of portfolio
|
Q3 2025
Reduced 19.01%
|
|