UGI CORP /PA/ (UGI) — Institutional Holders, Q2 2026 (page 7)
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 601 to 643. 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 601–643 of 643
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | DiNuzzo Private Wealth#601 · 31 sh | 31 | $1.1K | — | 0.0% |
| 602 | Hughes Financial Services#602 · 31 sh | 31 | $1.1K | <0.01% | +47.6% |
| 603 | Archer Investment#603 · 31 sh | 31 | $1.1K | <0.01% | +3.3% |
| 604 | Bay Harbor Wealth Management#604 · 30 sh | 30 | $1.0K | <0.01% | +20.0% |
| 605 | Coastline#605 · 30 sh | 30 | $1.0K | — | 0.0% |
| 606 | Whipplewood Advisors#606 · 28 sh | 28 | $967.00 | — | 0.0% |
| 607 | JPL Wealth Management#607 · 26 sh | 26 | $899.00 | <0.01% | New |
| 608 | SHP Wealth Management#608 · 24 sh | 24 | $829.00 | <0.01% | +26.3% |
| 609 | Quarry#609 · 23 sh | 23 | $794.00 | <0.01% | -99.2% |
| 610 | Rakuten Securities#610 · 21 sh | 21 | $725.00 | <0.01% | +90.9% |
| 611 | TOUNJIAN ADVISORY PARTNERS#611 · 20 sh | 20 | $701.00 | <0.01% | New |
| 612 | HFM Investment Advisors#612 · 20 sh | 20 | $691.00 | <0.01% | +53.8% |
| 613 | Dunhill Financial#613 · 18 sh | 18 | $621.00 | <0.01% | -18.2% |
| 614 | AMERIFLEX GROUP#614 · 16 sh | 16 | $553.00 | <0.01% | New |
| 615 | WealthCollab#615 · 15 sh | 15 | $519.00 | <0.01% | -72.2% |
| 616 | TD PRIVATE CLIENT WEALTH#616 · 15 sh | 15 | $518.00 | 0.00% | 0.0% |
| 617 | Cornerstone Financial Management#617 · 14 sh | 14 | $484.00 | <0.01% | New |
| 618 | Torren Management#618 · 13 sh | 13 | $452.00 | <0.01% | 0.0% |
| 619 | MV CAPITAL MANAGEMENT#619 · 13 sh | 13 | $450.00 | 0.00% | 0.0% |
| 620 | Beaird Harris Wealth Management#620 · 12 sh | 12 | $415.00 | 0.00% | 0.0% |
| 621 | Caitong International Asset Management , Ltd#621 · 11 sh | 11 | $380.00 | <0.01% | New |
| 622 | Quaker Wealth Management#622 · 10 sh | 10 | $346.00 | — | 0.0% |
| 623 | Mosley Wealth Management#623 · 8 sh | 8 | $276.00 | — | New |
| 624 | Decker Retirement Planning#624 · 8 sh | 8 | $262.00 | — | New |
| 625 | American Capital Advisory#625 · 7 sh | 7 | $242.00 | <0.01% | +133.3% |
| 626 | CREATIVE FINANCIAL DESIGNS#626 · 5 sh | 5 | $173.00 | 0.00% | 0.0% |
| 627 | DecisionPoint Financial#627 · 4 sh | 4 | $138.00 | 0.00% | New |
| 628 | Principia Wealth Advisory#628 · 4 sh | 4 | $138.00 | <0.01% | +100.0% |
| 629 | Hilton Head Capital Partners#629 · 4 sh | 4 | $138.00 | — | 0.0% |
| 630 | Halbert, Hargrove/Russell#630 · 4 sh | 4 | $127.00 | — | New |
| 631 | MARYLAND CAPITAL ADVISORS#631 · 2 sh | 2 | $70.00 | — | — |
| 632 | Transamerica Financial Advisors#632 · 2 sh | 2 | $69.00 | 0.00% | -88.9% |
| 633 | Neo Ivy Capital Management#633 · 2 sh | 2 | $69.00 | 0.00% | New |
| 634 | ROSS\JOHNSON & Associates#634 · 2 sh | 2 | $69.00 | <0.01% | New |
| 635 | Activest Wealth Management#635 · 1 sh | 1 | $35.00 | — | New |
| 636 | Raleigh Capital Management#636 · 1 sh | 1 | $29.00 | 0.00% | 0.0% |
| 637 | Signature Resources Capital Management#637 · 0 sh | 0 | $10.00 | — | -100.0% |
| 638 | Avion Wealth#638 · 14 sh | 14 | $0.00 | 0.00% | New |
| 639 | Evolution Advisers#639 · 3 sh | 3 | $0.00 | 0.00% | New |
| 640 | Navigoe#640 · 7 sh | 7 | $0.00 | 0.00% | New |
| 641 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#641 · 247,996 sh | 247,996 | — | — | -1.6% |
| 642 | Elequin Securities#642 · 15 sh | 15 | — | — | -93.0% |
| 643 | Quantum Portfolio Management#643 · 3,894 sh | 3,894 | — | — | -30.2% |
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.