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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
68
shares
|
$2,369
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
67
shares
|
$2,334
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
64
shares
|
$2,229
0.0% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
60
shares
|
$2,090
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
60
shares
|
$2,090
0.0% of portfolio
|
Q3 2025
Reduced 26.83%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
57
shares
|
$1,985
0.0% of portfolio
|
Q3 2024
Added 338.46%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
54
shares
|
$1,881
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
48
shares
|
$1,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
43
shares
|
$1,498
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
42
shares
|
$1,463
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
35
shares
|
$1,219
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
34
shares
|
$1,184
0.0% of portfolio
|
Q3 2025
Reduced 12.82%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
32
shares
|
$1,114
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
30
shares
|
$1,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
30
shares
|
$1,045
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
30
shares
|
$1,045
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
29
shares
|
$1,010
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
22
shares
|
$766
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
22
shares
|
$766
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
22
shares
|
$766
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
21
shares
|
$731
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
21
shares
|
$731
0.0% of portfolio
|
Q3 2025
Added 40.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
20
shares
|
$696
0.0% of portfolio
|
Q2 2025
Reduced 31.03%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
20
shares
|
$696
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16
shares
|
$557
0.0% of portfolio
|
Q2 2025
New holding
|
|