UGI CORP /PA/ (UGI) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 643
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | Bare Financial Services#501 · 1,232 sh | 1,232 | $42.6K | <0.01% | 0.0% |
| 502 | Aberdeen Wealth Management#502 · 1,210 sh | 1,210 | $41.8K | 0.02% | New |
| 503 | Deseret Mutual Benefit Administrators#503 · 1,175 sh | 1,175 | $40.6K | 0.01% | 0.0% |
| 504 | Clearstead Advisors#504 · 1,132 sh | 1,132 | $39.1K | <0.01% | +1409.3% |
| 505 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#505 · 1,102 sh | 1,102 | $38.1K | — | 0.0% |
| 506 | Continuum Advisory#506 · 1,064 sh | 1,064 | $36.8K | <0.01% | New |
| 507 | Kimelman & Baird#507 · 1,050 sh | 1,050 | $36.3K | <0.01% | 0.0% |
| 508 | FLAGSHIP WEALTH ADVISORS#508 · 1,049 sh | 1,049 | $36.2K | <0.01% | +34.0% |
| 509 | HUNTINGTON NATIONAL BANK#509 · 1,014 sh | 1,014 | $35.0K | <0.01% | 0.0% |
| 510 | Pinnacle Wealth Planning Services#510 · 1,003 sh | 1,003 | $34.6K | <0.01% | +9.9% |
| 511 | Princeton Global Asset Management#511 · 1,000 sh | 1,000 | $34.5K | — | 0.0% |
| 512 | SJS Investment Consulting#512 · 992 sh | 992 | $34.3K | — | +3000.0% |
| 513 | Caitlin John#513 · 979 sh | 979 | $33.8K | 0.02% | +0.1% |
| 514 | HARBOUR INVESTMENTS#514 · 969 sh | 969 | $33.5K | <0.01% | -9.1% |
| 515 | Mitsubishi UFJ Asset Management , Ltd.#515 · 949 sh | 949 | $32.8K | 0.00% | 0.0% |
| 516 | WPG Advisers#516 · 945 sh | 945 | $32.6K | 0.02% | +15.0% |
| 517 | LOS ANGELES CAPITAL MANAGEMENT#517 · 939 sh | 939 | $32.4K | <0.01% | 0.0% |
| 518 | CX Institutional#518 · 930 sh | 930 | $32.0K | — | +1.1% |
| 519 | Altshuler Shaham Ltd#519 · 922 sh | 922 | $31.8K | <0.01% | +4.8% |
| 520 | ENTRUST FINANCIAL#520 · 916 sh | 916 | $31.6K | 0.02% | 0.0% |
| 521 | LRI Investments#521 · 892 sh | 892 | $30.8K | <0.01% | +13.5% |
| 522 | Golden State Wealth Management#522 · 854 sh | 854 | $29.5K | <0.01% | -32.1% |
| 523 | Manchester Capital Management#523 · 818 sh | 818 | $28.3K | — | 0.0% |
| 524 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#524 · 804 sh | 804 | $27.6K | <0.01% | +75.5% |
| 525 | Cassaday & Wealth Management#525 · 787 sh | 787 | $27.2K | <0.01% | 0.0% |
| 526 | Caldwell#526 · 741 sh | 741 | $25.6K | <0.01% | 0.0% |
| 527 | Heritage Wealth Advisors#527 · 720 sh | 720 | $24.9K | <0.01% | 0.0% |
| 528 | PRIVATE NA#528 · 699 sh | 699 | $24.1K | — | 0.0% |
| 529 | Bogart Wealth#529 · 673 sh | 673 | $23.2K | <0.01% | -5.9% |
| 530 | ALERUS FINANCIAL NA#530 · 645 sh | 645 | $22.3K | <0.01% | 0.0% |
| 531 | Asset Dedication#531 · 642 sh | 642 | $22.2K | <0.01% | 0.0% |
| 532 | Alpine Bank Wealth Management#532 · 628 sh | 628 | $21.7K | — | New |
| 533 | Morton Brown Family Wealth#533 · 627 sh | 627 | $21.7K | — | 0.0% |
| 534 | Strategic Wealth Partners, Ltd.#534 · 625 sh | 625 | $21.6K | <0.01% | 0.0% |
| 535 | WHITTIER#535 · 600 sh | 600 | $21.0K | <0.01% | 0.0% |
| 536 | United Community Bank#536 · 595 sh | 595 | $20.6K | <0.01% | 0.0% |
| 537 | William B. Walkup & Associates#537 · 560 sh | 560 | $19.3K | <0.01% | New |
| 538 | Fortis Group Advisors#538 · 515 sh | 515 | $17.8K | <0.01% | 0.0% |
| 539 | MATHER GROUP#539 · 504 sh | 504 | $17.4K | — | -29.6% |
| 540 | Elevated Capital Advisors#540 · 499 sh | 499 | $17.3K | <0.01% | -24.4% |
| 541 | Covestor Ltd#541 · 511 sh | 511 | $17.0K | <0.01% | -6.9% |
| 542 | Clearstead#542 · 429 sh | 429 | $14.8K | <0.01% | +22.2% |
| 543 | ASSETMARK#543 · 389 sh | 389 | $13.4K | — | +229.7% |
| 544 | Owl Creek Wealth Partners#544 · 385 sh | 385 | $13.3K | — | 0.0% |
| 545 | MCF Advisors#545 · 380 sh | 380 | $13.1K | <0.01% | 0.0% |
| 546 | FNY Investment Advisers#546 · 400 sh | 400 | $13.0K | — | 0.0% |
| 547 | Private Wealth Management Group#547 · 367 sh | 367 | $12.7K | — | 0.0% |
| 548 | North Star Investment Management#548 · 365 sh | 365 | $12.6K | <0.01% | 0.0% |
| 549 | CoreCap Advisors#549 · 364 sh | 364 | $12.6K | — | -84.7% |
| 550 | Financial Management Professionals#550 · 320 sh | 320 | $11.2K | — | +0.9% |
| 551 | Estabrook Capital Management#551 · 322 sh | 322 | $11.1K | <0.01% | 0.0% |
| 552 | Silver Grove Financial Group#552 · 310 sh | 310 | $10.7K | <0.01% | New |
| 553 | Keating Financial Advisory Services#553 · 307 sh | 307 | $10.6K | <0.01% | +79.5% |
| 554 | JNBA Financial Advisors#554 · 266 sh | 266 | $9.2K | <0.01% | -9.5% |
| 555 | WHITTIER OF NEVADA#555 · 254 sh | 254 | $9.0K | <0.01% | -92.9% |
| 556 | Steigerwald, Gordon & Koch#556 · 254 sh | 254 | $8.8K | <0.01% | 0.0% |
| 557 | Nemes Rush Group#557 · 239 sh | 239 | $8.3K | <0.01% | +512.8% |
| 558 | CVA Family Office#558 · 236 sh | 236 | $8.2K | <0.01% | -6.3% |
| 559 | OGOREK ANTHONY JOSEPH /NY#559 · 244 sh | 244 | $8.0K | <0.01% | -16.7% |
| 560 | ZRC WEALTH MANAGEMENT#560 · 217 sh | 217 | $7.5K | — | +342.9% |
| 561 | Community Financial Services Group#561 · 216 sh | 216 | $7.4K | — | 0.0% |
| 562 | Triumph Capital Management#562 · 203 sh | 203 | $7.0K | — | 0.0% |
| 563 | FARMERS & MERCHANTS INVESTMENTS#563 · 195 sh | 195 | $6.7K | — | 0.0% |
| 564 | Anchor Investment Management#564 · 191 sh | 191 | $6.6K | <0.01% | New |
| 565 | Rossby Financial, LCC#565 · 190 sh | 190 | $6.6K | <0.01% | -59.1% |
| 566 | Prestige Wealth Management Group#566 · 175 sh | 175 | $6.1K | <0.01% | +4.2% |
| 567 | ACTION POINT FINANCIAL PLANNING#567 · 177 sh | 177 | $6.0K | <0.01% | New |
| 568 | BARTLETT & WEALTH MANAGEMENT#568 · 163 sh | 163 | $5.6K | <0.01% | -2.4% |
| 569 | Wealth Enhancement Services#569 · 162 sh | 162 | $5.6K | — | New |
| 570 | Bell Investment Advisors#570 · 140 sh | 140 | $4.8K | <0.01% | -0.7% |
| 571 | Ares Financial Consulting#571 · 137 sh | 137 | $4.7K | — | 0.0% |
| 572 | HIGHLINE WEALTH PARTNERS#572 · 134 sh | 134 | $4.6K | — | -41.5% |
| 573 | Paladin Partners#573 · 130 sh | 130 | $4.5K | — | 0.0% |
| 574 | Addison Advisors#574 · 120 sh | 120 | $4.1K | <0.01% | -63.2% |
| 575 | Cedar Mountain Advisors#575 · 116 sh | 116 | $4.0K | — | 0.0% |
| 576 | J.Safra Asset Management#576 · 110 sh | 110 | $3.8K | <0.01% | 0.0% |
| 577 | West Financial Advisors#577 · 105 sh | 105 | $3.6K | — | +1.0% |
| 578 | Fortitude Family Office#578 · 105 sh | 105 | $3.6K | — | -23.4% |
| 579 | ARMSTRONG ADVISORY GROUP#579 · 98 sh | 98 | $3.4K | — | +1.0% |
| 580 | GW&K Investment Management#580 · 88 sh | 88 | $3.0K | 0.00% | New |
| 581 | BAYBAN#581 · 83 sh | 83 | $2.9K | <0.01% | 0.0% |
| 582 | TrueNorth#582 · 80 sh | 80 | $2.8K | <0.01% | +48.1% |
| 583 | HM PAYSON#583 · 67 sh | 67 | $2.3K | 0.00% | -95.2% |
| 584 | BROWN, LISLE/CUMMINGS#584 · 63 sh | 63 | $2.2K | — | -7.4% |
| 585 | Signature Equity Partners#585 · 58 sh | 58 | $2.0K | <0.01% | +26.1% |
| 586 | Bruce G. Allen Investments#586 · 57 sh | 57 | $2.0K | <0.01% | 0.0% |
| 587 | Rialto Wealth Management#587 · 57 sh | 57 | $2.0K | <0.01% | +418.2% |
| 588 | James T. Borello RIA#588 · 51 sh | 51 | $1.8K | — | +1600.0% |
| 589 | Sachetta#589 · 50 sh | 50 | $1.7K | <0.01% | -61.8% |
| 590 | RAFFA WEALTH MANAGEMENT#590 · 49 sh | 49 | $1.7K | <0.01% | -2.0% |
| 591 | GoalVest Advisory#591 · 48 sh | 48 | $1.7K | — | New |
| 592 | Kilter Group#592 · 48 sh | 48 | $1.7K | <0.01% | 0.0% |
| 593 | Buck Wealth Strategies#593 · 47 sh | 47 | $1.6K | <0.01% | New |
| 594 | Cromwell#594 · 45 sh | 45 | $1.6K | <0.01% | +55.2% |
| 595 | Physician Wealth Advisors#595 · 45 sh | 45 | $1.6K | — | 0.0% |
| 596 | SouthState Bank#596 · 45 sh | 45 | $1.6K | <0.01% | -10.0% |
| 597 | Spire Wealth Management#597 · 44 sh | 44 | $1.5K | 0.00% | 0.0% |
| 598 | Strive Financial Group#598 · 44 sh | 44 | $1.5K | <0.01% | 0.0% |
| 599 | Creative Capital Management Investments#599 · 41 sh | 41 | $1.4K | <0.01% | New |
| 600 | NBT BANK N A#600 · 36 sh | 36 | $1.2K | — | 0.0% |
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.