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 |
|---|---|---|---|---|---|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
752
shares
|
$26,199
0.0% of portfolio
|
Q3 2025
Added 12.07%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
743
shares
|
$25,886
0.0% of portfolio
|
Q3 2025
Added 11.06%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
741
shares
|
$25,816
0.0% of portfolio
|
Q4 2019
Added 25.78%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
729
shares
|
$25,398
0.0% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
720
shares
|
$25,084
0.0% of portfolio
|
Q2 2024
Reduced 67.29%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
700
shares
|
$24,388
0.0% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
659
shares
|
$22,959
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 10, 2025 Q3 2025 |
645
shares
|
$22,471
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
642
shares
|
$22,367
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
627
shares
|
$21,844
0.01% of portfolio
|
Q1 2024
Reduced 21.23%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
600
shares
|
$20,904
0.0% of portfolio
|
Q3 2025
Reduced 33.26%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
597
shares
|
$20,799
0.0% of portfolio
|
Q4 2021
Reduced 51.62%
|
|
|
Altshuler Shaham LTD
|
Nov 13, 2025 Q3 2025 |
584
shares
|
$20,346
0.0% of portfolio
|
Q3 2025
Added 17.27%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
562
shares
|
$19,580
0.0% of portfolio
|
Q3 2024
Added 13.31%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
540
shares
|
$18,813
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
515
shares
|
$17,942
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
496
shares
|
$17,280
0.0% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
494
shares
|
$17,210
0.0% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
478
shares
|
$16,653
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
475
shares
|
$16,549
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Oct 21, 2025 Q3 2025 |
475
shares
|
$16,549
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
400
shares
|
$13,936
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
400
shares
|
$13,936
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
380
shares
|
$13,239
0.0% of portfolio
|
Q1 2025
Reduced 83.11%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
375
shares
|
$13,065
0.01% of portfolio
|
Q3 2025
New holding
|
|