UGI CORP /PA/ (UGI) — Institutional Holders, Q2 2026 (page 3)
643 institutional investment managers reported a UGI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UGI 13F holders ranked 201–300 of 643
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | PNC FINANCIAL SERVICES GROUP#201 · 55,724 sh | 55,724 | $1.9M | <0.01% | +5.8% |
| 202 | JONES FINANCIAL COMPANIES LLLP#202 · 53,664 sh | 53,664 | $1.9M | <0.01% | +13.3% |
| 203 | Vanguard Investments Australia, Ltd.#203 · 54,468 sh | 54,468 | $1.9M | <0.01% | 0.0% |
| 204 | Pathstone#204 · 53,901 sh | 53,901 | $1.9M | <0.01% | +1.1% |
| 205 | Vanguard Personalized Indexing Management#205 · 52,926 sh | 52,926 | $1.8M | 0.01% | -13.1% |
| 206 | Hudson Bay Capital Management#206 · 52,873 sh | 52,873 | $1.8M | <0.01% | -77.4% |
| 207 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#207 · 51,326 sh | 51,326 | $1.8M | <0.01% | -4.6% |
| 208 | Jacobi Capital Management#208 · 50,242 sh | 50,242 | $1.7M | 0.08% | +1.4% |
| 209 | STATE TREASURER STATE OF MICHIGAN#209 · 50,158 sh | 50,158 | $1.7M | — | -2.9% |
| 210 | RBF Capital#210 · 50,000 sh | 50,000 | $1.7M | 0.07% | 0.0% |
| 211 | STEEL GROVE CAPITAL ADVISORS#211 · 49,577 sh | 49,577 | $1.7M | — | +1.2% |
| 212 | Corient Private Wealth#212 · 49,142 sh | 49,142 | $1.7M | <0.01% | +29.4% |
| 213 | Integrated Wealth Concepts#213 · 48,539 sh | 48,539 | $1.7M | <0.01% | +204.0% |
| 214 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#214 · 48,227 sh | 48,227 | $1.7M | 0.02% | +0.3% |
| 215 | CANADA PENSION PLAN INVESTMENT BOARD#215 · 48,200 sh | 48,200 | $1.7M | <0.01% | +6.2% |
| 216 | CIBC Bancorp USA#216 · 46,087 sh | 46,087 | $1.6M | <0.01% | +5.0% |
| 217 | Northwest & Ethical Investments L.P.#217 · 45,301 sh | 45,301 | $1.6M | 0.04% | -63.1% |
| 218 | PEAK6#218 · 44,820 sh | 44,820 | $1.5M | <0.01% | New |
| 219 | OREGON PUBLIC EMPLOYEES RETIREMENT FUND#219 · 44,326 sh | 44,326 | $1.5M | 0.02% | +0.7% |
| 220 | Applied Finance Capital Management#220 · 42,849 sh | 42,849 | $1.5M | 0.11% | +14.2% |
| 221 | NEW MEXICO EDUCATIONAL RETIREMENT BOARD#221 · 42,800 sh | 42,800 | $1.5M | 0.04% | 0.0% |
| 222 | Cornerstone Select Advisors#222 · 42,218 sh | 42,218 | $1.5M | 0.61% | +5.2% |
| 223 | Amundi#223 · 41,915 sh | 41,915 | $1.4M | <0.01% | -17.8% |
| 224 | PensionDanmark Pensionsforsikringsaktieselskab#224 · 41,033 sh | 41,033 | $1.4M | — | New |
| 225 | Quantbot Technologies#225 · 39,875 sh | 39,875 | $1.4M | 0.05% | -43.6% |
| 226 | O'SHAUGHNESSY ASSET MANAGEMENT#226 · 39,833 sh | 39,833 | $1.4M | <0.01% | -29.4% |
| 227 | Vestcor#227 · 39,754 sh | 39,754 | $1.4M | 0.03% | 0.0% |
| 228 | Ameritas Investment Partners#228 · 39,541 sh | 39,541 | $1.4M | 0.04% | 0.0% |
| 229 | Pacer Advisors#229 · 39,461 sh | 39,461 | $1.4M | <0.01% | +20.8% |
| 230 | Merit Financial Group#230 · 39,361 sh | 39,361 | $1.4M | <0.01% | +36.7% |
| 231 | Consolidated Planning#231 · 38,564 sh | 38,564 | $1.3M | — | +2.1% |
| 232 | Huntleigh Advisors#232 · 38,543 sh | 38,543 | $1.3M | 0.19% | +0.2% |
| 233 | Summit Trail Advisors#233 · 38,355 sh | 38,355 | $1.3M | 0.02% | +35.4% |
| 234 | South Dakota Investment Council#234 · 37,879 sh | 37,879 | $1.3M | 0.02% | -1.0% |
| 235 | Argyle Capital Management#235 · 37,774 sh | 37,774 | $1.3M | 0.38% | +2.0% |
| 236 | CWA Asset Management Group#236 · 37,499 sh | 37,499 | $1.3M | — | New |
| 237 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#237 · 36,791 sh | 36,791 | $1.3M | <0.01% | -65.0% |
| 238 | CHOREO#238 · 35,816 sh | 35,816 | $1.3M | 0.01% | -17.6% |
| 239 | Pictet Asset Management Holding SA#239 · 35,584 sh | 35,584 | $1.2M | <0.01% | -69.8% |
| 240 | Diametric Capital#240 · 35,147 sh | 35,147 | $1.2M | 0.13% | New |
| 241 | BCM ADVISORS#241 · 32,225 sh | 32,225 | $1.2M | 0.23% | 0.0% |
| 242 | Abundance Wealth Counselors#242 · 33,782 sh | 33,782 | $1.2M | — | +1.1% |
| 243 | Baird Financial Group#243 · 33,296 sh | 33,296 | $1.2M | <0.01% | +22.1% |
| 244 | XPONANCE#244 · 32,710 sh | 32,710 | $1.1M | <0.01% | +11.7% |
| 245 | LAZARD ASSET MANAGEMENT#245 · 32,555 sh | 32,555 | $1.1M | <0.01% | New |
| 246 | Grantham, Mayo, Van Otterloo#246 · 32,274 sh | 32,274 | $1.1M | <0.01% | -8.4% |
| 247 | Advisory Services Network#247 · 32,187 sh | 32,187 | $1.1M | 0.01% | +1.7% |
| 248 | CastleKnight Management#248 · 31,600 sh | 31,600 | $1.1M | 0.01% | 0.0% |
| 249 | Nordwand Advisors#249 · 30,600 sh | 30,600 | $1.1M | 0.16% | 0.0% |
| 250 | Envestnet Portfolio Solutions#250 · 30,228 sh | 30,228 | $1.0M | <0.01% | +0.4% |
| 251 | Aristotle Capital Boston#251 · 30,227 sh | 30,227 | $1.0M | 0.07% | -25.8% |
| 252 | Atom Investors#252 · 30,190 sh | 30,190 | $1.0M | 0.09% | -65.9% |
| 253 | IEQ CAPITAL#253 · 29,820 sh | 29,820 | $1.0M | <0.01% | New |
| 254 | CHASE INVESTMENT COUNSEL#254 · 29,656 sh | 29,656 | $1.0M | 0.22% | +3.5% |
| 255 | HSBC PLC#255 · 29,451 sh | 29,451 | $1.0M | <0.01% | -14.9% |
| 256 | Mork Capital Management#256 · 29,360 sh | 29,360 | $1.0M | 0.65% | 0.0% |
| 257 | Csenge Advisory Group#257 · 29,349 sh | 29,349 | $1.0M | 0.04% | +12.5% |
| 258 | FIRST CITIZENS BANK#258 · 29,226 sh | 29,226 | $1.0M | — | +0.5% |
| 259 | Atria Investments#259 · 28,990 sh | 28,990 | $1.0M | — | +19.6% |
| 260 | Aster Capital Management (DIFC) Ltd#260 · 28,146 sh | 28,146 | $972.2K | 0.21% | New |
| 261 | Investors Research#261 · 27,584 sh | 27,584 | $952.8K | — | -1.0% |
| 262 | NAPLES GLOBAL ADVISORS#262 · 26,943 sh | 26,943 | $940.2K | 0.06% | -0.3% |
| 263 | Ascent Group#263 · 26,908 sh | 26,908 | $929.4K | 0.03% | +53.3% |
| 264 | Nilsine Partners#264 · 26,254 sh | 26,254 | $906.8K | 0.06% | +4.8% |
| 265 | Loudon Investment Management#265 · 26,145 sh | 26,145 | $903.0K | 0.44% | -10.7% |
| 266 | GLENMEDE NA#266 · 25,577 sh | 25,577 | $883.4K | <0.01% | -17.6% |
| 267 | SIERRA SUMMIT ADVISORS#267 · 25,475 sh | 25,475 | $879.9K | 0.10% | New |
| 268 | GAMCO INVESTORS, ET AL#268 · 24,695 sh | 24,695 | $853.0K | <0.01% | -0.5% |
| 269 | Toroso Investments#269 · 24,504 sh | 24,504 | $846.4K | <0.01% | -29.4% |
| 270 | DARK FOREST CAPITAL MANAGEMENT#270 · 24,472 sh | 24,472 | $845.3K | 0.05% | New |
| 271 | Kestra Advisory Services#271 · 23,310 sh | 23,310 | $805.1K | <0.01% | -4.6% |
| 272 | Clear Harbor Asset Management#272 · 22,797 sh | 22,797 | $787.4K | 0.05% | +0.1% |
| 273 | denkapparat Operations GmbH#273 · 22,358 sh | 22,358 | $772.2K | 0.25% | +35.4% |
| 274 | ROTHSCHILD INVESTMENT#274 · 22,111 sh | 22,111 | $763.7K | 0.03% | New |
| 275 | Global Financial Private Client#275 · 21,990 sh | 21,990 | $759.5K | — | +2.6% |
| 276 | Bleakley Financial Group#276 · 21,914 sh | 21,914 | $756.9K | <0.01% | New |
| 277 | EXCHANGE TRADED CONCEPTS#277 · 21,868 sh | 21,868 | $755.3K | <0.01% | -1.5% |
| 278 | WBI INVESTMENTS#278 · 21,553 sh | 21,553 | $744.4K | 0.18% | -0.6% |
| 279 | NATIXIS#279 · 21,197 sh | 21,197 | $732.1K | <0.01% | +0.1% |
| 280 | State of Alaska, Department of Revenue#280 · 21,007 sh | 21,007 | $725.0K | — | -3.5% |
| 281 | Live Oak Investment Partners#281 · 20,870 sh | 20,870 | $720.9K | — | +3.3% |
| 282 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#282 · 20,649 sh | 20,649 | $713.0K | <0.01% | -7.5% |
| 283 | NBC SECURITIES#283 · 20,092 sh | 20,092 | $694.0K | — | -0.6% |
| 284 | MML INVESTORS SERVICES#284 · 20,055 sh | 20,055 | $692.7K | <0.01% | -7.7% |
| 285 | SIMPLEX TRADING#285 · 19,803 sh | 19,803 | $684.0K | <0.01% | +381.2% |
| 286 | CHILDRESS CAPITAL ADVISORS#286 · 19,105 sh | 19,105 | $659.9K | 0.11% | +1.4% |
| 287 | Farther Finance Advisors#287 · 18,390 sh | 18,390 | $636.2K | — | +15.4% |
| 288 | EP Wealth Advisors#288 · 18,342 sh | 18,342 | $633.5K | <0.01% | +3.9% |
| 289 | Prospera Financial Services#289 · 18,315 sh | 18,315 | $633.0K | <0.01% | +0.7% |
| 290 | Sequoia Financial Advisors#290 · 17,947 sh | 17,947 | $619.9K | <0.01% | +20.0% |
| 291 | SRS Capital Advisors#291 · 17,795 sh | 17,795 | $614.6K | <0.01% | +300.2% |
| 292 | Apella Capital#292 · 17,380 sh | 17,380 | $613.0K | — | +0.9% |
| 293 | GSA CAPITAL PARTNERS LLP#293 · 17,757 sh | 17,757 | $613.0K | 0.04% | -60.8% |
| 294 | Waverly Advisors#294 · 17,742 sh | 17,742 | $612.8K | <0.01% | +18.7% |
| 295 | Axxion S.A.#295 · 400,000 sh | 400,000 | $612.6K | — | — |
| 296 | DekaBank Deutsche Girozentrale#296 · 16,635 sh | 16,635 | $603.0K | — | 0.0% |
| 297 | PARK AVENUE SECURITIES#297 · 17,401 sh | 17,401 | $601.0K | — | New |
| 298 | Burns Matteson Capital Management#298 · 17,393 sh | 17,393 | $600.8K | — | New |
| 299 | WESBANCO BANK#299 · 17,239 sh | 17,239 | $595.4K | 0.01% | -2.5% |
| 300 | ARGA Investment Management#300 · 17,216 sh | 17,216 | $594.6K | 0.02% | +0.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.