Institutional Ownership Ugi Corp (UGI)
This table provides information about the institutional ownership of Ugi Corp (UGI). We have compiled data on the 642 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 |
|---|---|---|---|---|---|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
200
shares
|
$6,968
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
190
shares
|
$6,619
0.0% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
189
shares
|
$6,584
0.0% of portfolio
|
Q3 2025
Reduced 27.86%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
185
shares
|
$6,445
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
185
shares
|
$6,445
0.0% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
170
shares
|
$5,922
0.05% of portfolio
|
Q2 2025
Added 2328.57%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
163
shares
|
$5,678
0.0% of portfolio
|
Q4 2023
Added 1064.29%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
163
shares
|
$5,678
0.0% of portfolio
|
Q1 2024
Reduced 32.64%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
151
shares
|
$5,260
0.0% of portfolio
|
Q3 2025
Reduced 52.81%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
150
shares
|
$5,226
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
146
shares
|
$5,086
0.0% of portfolio
|
Q3 2025
Reduced 43.63%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
132
shares
|
$4,598
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
129
shares
|
$4,494
0.0% of portfolio
|
Q2 2025
Added 10.26%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
122
shares
|
$4,250
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
115
shares
|
$4,006
0.0% of portfolio
|
Q3 2025
Added 43.75%
|
|
|
West Financial Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
102
shares
|
$3,553
0.0% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
100
shares
|
$3,484
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
100
shares
|
$3,484
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
98
shares
|
$3,414
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
97
shares
|
$3,379
0.0% of portfolio
|
Q4 2023
Reduced 54.25%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
97
shares
|
$3,379
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
84
shares
|
$2,926
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
82
shares
|
$2,856
0.0% of portfolio
|
Q2 2022
Reduced 28.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
81
shares
|
$2,822
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
80
shares
|
$2,787
0.0% of portfolio
|
Q2 2022
Reduced 38.46%
|
|