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 |
|---|---|---|---|---|---|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
373
shares
|
$12,995
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
367
shares
|
$12,786
0.0% of portfolio
|
Q1 2025
Added 22.74%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
351
shares
|
$12,228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
330
shares
|
$11,497
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
328
shares
|
$11,427
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Nov 10, 2025 Q3 2025 |
322
shares
|
$11,218
0.0% of portfolio
|
Q3 2025
Reduced 48.23%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
314
shares
|
$10,939
0.0% of portfolio
|
Q3 2025
Added 2142.86%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
307
shares
|
$10,695
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
293
shares
|
$10,208
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
290
shares
|
$10,103
0.0% of portfolio
|
Q3 2025
Added 123.08%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
270
shares
|
$9,406
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
266
shares
|
$9,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
264
shares
|
$9,197
0.0% of portfolio
|
Q2 2024
Added 193.33%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
262
shares
|
$9,128
0.0% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
255
shares
|
$8,884
0.0% of portfolio
|
Q1 2020
Reduced 18.53%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
255
shares
|
$8,884
0.0% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
254
shares
|
$8,849
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
253
shares
|
$8,814
0.01% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
252
shares
|
$8,779
0.0% of portfolio
|
Q4 2023
Added 12500.0%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
242
shares
|
$8,431
0.0% of portfolio
|
Q2 2023
Added 48.47%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
241
shares
|
$8,396
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
219
shares
|
$7,629
0.0% of portfolio
|
Q2 2023
Reduced 70.49%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
213
shares
|
$7,420
0.0% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
205
shares
|
$7,142
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
200
shares
|
$6,968
0.0% of portfolio
|
Q3 2025
New holding
|
|