Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 644 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 $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
7,551
shares
|
$263,076
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
7,519
shares
|
$261,961
0.0% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
7,519
shares
|
$261,961
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
7,464
shares
|
$260,045
0.06% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 15, 2026 Q4 2025 |
7,430
shares
|
$258,861
0.01% of portfolio
|
Q4 2025
Reduced 1.2%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
7,390
shares
|
$257,467
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
7,322
shares
|
$255,098
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,295
shares
|
$254,157
0.02% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,237
shares
|
$252,137
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
7,217
shares
|
$251,440
0.0% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
7,163
shares
|
$249,558
0.13% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
7,067
shares
|
$246,214
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
7,057
shares
|
$245,865
0.03% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
7,010
shares
|
$244,228
0.0% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
6,966
shares
|
$242,695
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
6,963
shares
|
$242,590
0.01% of portfolio
|
Q3 2025
Added 22.52%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
6,901
shares
|
$240,430
0.01% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
6,848
shares
|
$238,584
0.0% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 09, 2026 Q4 2025 |
6,750
shares
|
$235,170
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
6,616
shares
|
$230,501
0.0% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Jeppson Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
6,610
shares
|
$230,292
0.07% of portfolio
|
Q3 2025
Reduced 3.67%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 16, 2026 Q4 2025 |
6,588
shares
|
$229,525
0.02% of portfolio
|
Q4 2025
Reduced 1.26%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
6,520
shares
|
$227,156
0.04% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
6,498
shares
|
$226,390
0.01% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
6,477
shares
|
$225,658
0.0% of portfolio
|
Q1 2025
New holding
|
|