UGI CORP /PA/ (UGI) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 643
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | GREAT LAKES ADVISORS#301 · 17,215 sh | 17,215 | $594.6K | <0.01% | -35.8% |
| 302 | Cynosure Management#302 · 16,992 sh | 16,992 | $586.9K | 0.09% | New |
| 303 | Wealthspire Advisors#303 · 16,974 sh | 16,974 | $586.3K | <0.01% | -4.2% |
| 304 | COMMERCE BANK#304 · 16,923 sh | 16,923 | $584.5K | <0.01% | 0.0% |
| 305 | SECURIAN ASSET MANAGEMENT#305 · 15,840 sh | 15,840 | $580.1K | 0.02% | +0.1% |
| 306 | Federation des caisses Desjardins du Quebec#306 · 16,671 sh | 16,671 | $575.8K | <0.01% | +18.3% |
| 307 | Entropy Technologies#307 · 16,601 sh | 16,601 | $573.4K | 0.02% | +142.7% |
| 308 | WILEY BROS.-AINTREE CAPITAL#308 · 16,316 sh | 16,316 | $563.5K | <0.01% | +0.1% |
| 309 | IFG Advisory#309 · 16,303 sh | 16,303 | $563.1K | 0.02% | New |
| 310 | HB Wealth Management#310 · 16,194 sh | 16,194 | $559.4K | — | +84.9% |
| 311 | Kohlberg Kravis Roberts & L.P.#311 · 415,000 sh | 415,000 | $556.0K | <0.01% | -61.8% |
| 312 | Laird Norton Wetherby Company#312 · 15,810 sh | 15,810 | $552.0K | 0.01% | -1.4% |
| 313 | JANE STREET GROUP#313 · 15,864 sh | 15,864 | $547.9K | 0.00% | -98.5% |
| 314 | Ares Systematic Credit Ltd#314 · 400,000 sh | 400,000 | $539.3K | 0.33% | -20.0% |
| 315 | AE Wealth Management#315 · 15,496 sh | 15,496 | $535.2K | <0.01% | -2.9% |
| 316 | HARRELL INVESTMENT PARTNERS#316 · 15,415 sh | 15,415 | $532.4K | — | +22.2% |
| 317 | Asset Management One , Ltd.#317 · 15,316 sh | 15,316 | $529.0K | — | -13.1% |
| 318 | Fieldview Capital Management#318 · 15,250 sh | 15,250 | $526.7K | 0.15% | -29.1% |
| 319 | WINTON GROUP Ltd#319 · 15,171 sh | 15,171 | $524.0K | 0.02% | +114.6% |
| 320 | RD Lewis#320 · 15,346 sh | 15,346 | $516.7K | 0.38% | +4.5% |
| 321 | Vise Technologies#321 · 14,942 sh | 14,942 | $516.1K | <0.01% | +144.5% |
| 322 | Alpha Omega Wealth Management#322 · 14,775 sh | 14,775 | $510.3K | — | 0.0% |
| 323 | BRIGHTON JONES#323 · 14,570 sh | 14,570 | $503.3K | <0.01% | New |
| 324 | Swiss Life Asset Management Ltd#324 · 14,393 sh | 14,393 | $497.1K | <0.01% | -25.2% |
| 325 | Carnegie Investment Counsel#325 · 14,294 sh | 14,294 | $493.7K | — | 0.0% |
| 326 | AIGEN INVESTMENT MANAGEMENT#326 · 13,994 sh | 13,994 | $483.4K | 0.13% | New |
| 327 | PRAXIS INVESTMENT MANAGEMENT#327 · 13,957 sh | 13,957 | $482.0K | 0.03% | 0.0% |
| 328 | US BANCORP \DE\#328 · 13,634 sh | 13,634 | $470.9K | <0.01% | +36.6% |
| 329 | EverSource Wealth Advisors#329 · 13,615 sh | 13,615 | $470.3K | 0.02% | +592.9% |
| 330 | AlphaGrep UK Ltd#330 · 13,518 sh | 13,518 | $466.9K | 0.14% | New |
| 331 | Private Advisor Group#331 · 13,498 sh | 13,498 | $466.2K | <0.01% | +11.1% |
| 332 | Chicago Partners Investment Group#332 · 12,154 sh | 12,154 | $449.1K | — | New |
| 333 | OPPENHEIMER ASSET MANAGEMENT#333 · 12,702 sh | 12,702 | $438.7K | <0.01% | -7.2% |
| 334 | Rydar Equities#334 · 11,730 sh | 11,730 | $429.0K | — | New |
| 335 | QUADRANT CAPITAL GROUP#335 · 12,396 sh | 12,396 | $428.2K | — | -51.3% |
| 336 | Freestone Grove Partners#336 · 12,361 sh | 12,361 | $426.9K | <0.01% | New |
| 337 | Tower Research Capital (TRC)#337 · 12,293 sh | 12,293 | $424.6K | 0.01% | -5.5% |
| 338 | Investment Research Partners#338 · 12,129 sh | 12,129 | $418.9K | — | +27.6% |
| 339 | Inspire Investing#339 · 12,054 sh | 12,054 | $416.3K | — | +9780.3% |
| 340 | Gallagher Fiduciary Advisors#340 · 11,918 sh | 11,918 | $411.7K | 0.01% | +17.5% |
| 341 | TEACHER RETIREMENT SYSTEM OF TEXAS#341 · 11,882 sh | 11,882 | $410.4K | <0.01% | New |
| 342 | Utah Retirement Systems#342 · 11,500 sh | 11,500 | $397.2K | <0.01% | 0.0% |
| 343 | DnB Asset Management AS#343 · 11,489 sh | 11,489 | $396.8K | <0.01% | 0.0% |
| 344 | INCEPTIONR#344 · 11,451 sh | 11,451 | $395.5K | 0.10% | -59.7% |
| 345 | First Eagle Investment Management#345 · 11,421 sh | 11,421 | $394.5K | <0.01% | -2.4% |
| 346 | PANAGORA ASSET MANAGEMENT#346 · 11,366 sh | 11,366 | $392.6K | <0.01% | -46.1% |
| 347 | MMA ASSET MANAGEMENT#347 · 11,215 sh | 11,215 | $387.4K | 0.12% | +21.8% |
| 348 | V2 Financial group#348 · 11,162 sh | 11,162 | $385.5K | 0.14% | -0.8% |
| 349 | CLARK FINANCIAL SERVICES GROUP#349 · 10,987 sh | 10,987 | $379.5K | — | +17.0% |
| 350 | Vident Advisory#350 · 10,858 sh | 10,858 | $375.0K | <0.01% | -6.2% |
| 351 | INTECH INVESTMENT MANAGEMENT#351 · 10,850 sh | 10,850 | $374.8K | <0.01% | -89.4% |
| 352 | J.W. COLE ADVISORS#352 · 10,702 sh | 10,702 | $369.6K | <0.01% | New |
| 353 | Diversify Advisory Services#353 · 9,840 sh | 9,840 | $363.0K | — | New |
| 354 | DIVERSIFY WEALTH MANAGEMENT#354 · 9,840 sh | 9,840 | $363.0K | — | New |
| 355 | MAI Capital Management#355 · 10,438 sh | 10,438 | $362.8K | <0.01% | +325.0% |
| 356 | ANGELES WEALTH MANAGEMENT#356 · 10,356 sh | 10,356 | $361.6K | — | New |
| 357 | BENJAMIN EDWARDS#357 · 10,238 sh | 10,238 | $353.6K | <0.01% | +31.7% |
| 358 | XTX Topco Ltd#358 · 10,205 sh | 10,205 | $352.5K | <0.01% | -91.7% |
| 359 | PRELUDE CAPITAL MANAGEMENT#359 · 10,180 sh | 10,180 | $351.6K | 0.03% | New |
| 360 | QRG CAPITAL MANAGEMENT#360 · 10,115 sh | 10,115 | $349.4K | <0.01% | +14.6% |
| 361 | HOWLAND CAPITAL MANAGEMENT#361 · 10,000 sh | 10,000 | $349.1K | — | 0.0% |
| 362 | Maryland State Retirement & Pension System#362 · 10,047 sh | 10,047 | $347.0K | <0.01% | 0.0% |
| 363 | Pallas Capital Advisors#363 · 10,043 sh | 10,043 | $346.9K | 0.01% | New |
| 364 | D.A. DAVIDSON#364 · 10,022 sh | 10,022 | $346.2K | <0.01% | -0.2% |
| 365 | NEEDHAM INVESTMENT MANAGEMENT#365 · 10,000 sh | 10,000 | $345.4K | 0.01% | 0.0% |
| 366 | Banco Santander, S.A.#366 · 9,891 sh | 9,891 | $341.6K | <0.01% | -7.1% |
| 367 | Corundum Company#367 · 9,773 sh | 9,773 | $337.6K | 0.90% | 0.0% |
| 368 | Annis Gardner Whiting Capital Advisors#368 · 9,689 sh | 9,689 | $336.7K | 0.05% | +345.3% |
| 369 | GAMMA Investing#369 · 9,740 sh | 9,740 | $336.4K | — | -0.8% |
| 370 | BOOTHBAY FUND MANAGEMENT#370 · 9,573 sh | 9,573 | $330.7K | <0.01% | -87.2% |
| 371 | SYM FINANCIAL#371 · 9,520 sh | 9,520 | $328.8K | — | +35.7% |
| 372 | AXXCESS WEALTH MANAGEMENT#372 · 9,470 sh | 9,470 | $327.1K | — | New |
| 373 | FULTON BANK, N.A.#373 · 9,462 sh | 9,462 | $326.8K | — | -5.8% |
| 374 | LEUTHOLD GROUP#374 · 9,336 sh | 9,336 | $322.5K | 0.03% | +0.6% |
| 375 | Global Retirement Partners#375 · 9,211 sh | 9,211 | $318.1K | <0.01% | — |
| 376 | UNITED CAPITAL FINANCIAL ADVISORS#376 · 9,136 sh | 9,136 | $315.6K | <0.01% | -0.2% |
| 377 | Arkadios Wealth Advisors#377 · 8,980 sh | 8,980 | $310.1K | <0.01% | +16.2% |
| 378 | Compound Planning#378 · 8,952 sh | 8,952 | $309.2K | <0.01% | +14.1% |
| 379 | Meeder Advisory Services#379 · 8,868 sh | 8,868 | $306.3K | 0.01% | -2.5% |
| 380 | COMPASS FINANCIAL MANAGEMENT#380 · 8,458 sh | 8,458 | $306.1K | 0.04% | — |
| 381 | CFS Investment Advisory Services#381 · 8,594 sh | 8,594 | $302.1K | — | -1.1% |
| 382 | RHS Financial#382 · 8,722 sh | 8,722 | $301.3K | — | -23.6% |
| 383 | Focus Partners Advisor Solutions#383 · 8,686 sh | 8,686 | $300.0K | <0.01% | New |
| 384 | Permanent Capital Management#384 · 8,545 sh | 8,545 | $298.3K | 0.04% | New |
| 385 | Parcion Private Wealth#385 · 8,558 sh | 8,558 | $295.6K | 0.02% | New |
| 386 | Forvis Mazars Wealth Advisors#386 · 8,536 sh | 8,536 | $294.8K | — | -17.6% |
| 387 | iA Global Asset Management#387 · 8,524 sh | 8,524 | $294.0K | <0.01% | New |
| 388 | ProShare Advisors#388 · 8,457 sh | 8,457 | $292.1K | <0.01% | -1.8% |
| 389 | Ballentine Partners#389 · 8,420 sh | 8,420 | $290.8K | <0.01% | +19.7% |
| 390 | CONNABLE OFFICE#390 · 8,306 sh | 8,306 | $286.9K | 0.03% | +6.0% |
| 391 | Perigon Wealth Management#391 · 8,299 sh | 8,299 | $286.7K | — | +19.4% |
| 392 | Chesley Taft & Associates#392 · 8,280 sh | 8,280 | $286.0K | — | 0.0% |
| 393 | Ellis Investment Partners#393 · 8,219 sh | 8,219 | $283.9K | — | +6.1% |
| 394 | RESTON WEALTH MANAGEMENT#394 · 8,070 sh | 8,070 | $278.7K | 0.08% | -23.2% |
| 395 | Fifth Third Wealth Advisors#395 · 7,780 sh | 7,780 | $268.7K | — | +0.6% |
| 396 | Sagewood Asset Management#396 · 7,707 sh | 7,707 | $266.2K | 0.06% | New |
| 397 | IFP Advisors#397 · 7,608 sh | 7,608 | $262.8K | — | -28.7% |
| 398 | GeoWealth Management#398 · 7,575 sh | 7,575 | $261.6K | <0.01% | +35.5% |
| 399 | Rockefeller Capital Management L.P.#399 · 7,516 sh | 7,516 | $259.6K | <0.01% | +1.4% |
| 400 | HAMEL ASSOCIATES#400 · 7,500 sh | 7,500 | $259.1K | 0.07% | New |
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.