# UGI CORP NEW (UGI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/UGI/

- Reporting holders: 19
- Reported value: $99.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hamlin Capital Management, LLC](https://holderbook.com/funds/1277403-hamlin-capital-management-llc/) | $91.1M | 2,554,320 | 2.3% | 4 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $3.2M | 89,414 | 0.7% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.4M | 39,705 | 0.0% | 16 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $955.7K | 26,792 | 0.2% | 27 |
| [VISTA INVESTMENT PARTNERS LLC](https://holderbook.com/funds/2023386-vista-investment-partners-llc/) | $662.2K | 18,564 | 0.2% | 1 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $640.6K | 17,478 | 0.0% | 7 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $397.6K | 10,764 | 0.0% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $386.4K | 10,832 | 0.0% | 12 |
| [Partnership Wealth Management, LLC](https://holderbook.com/funds/2010656-partnership-wealth-management-llc/) | $240.8K | 6,750 | 0.2% | 7 |
| [Quintet Private Bank (Europe) S.A.](https://holderbook.com/funds/1977290-quintet-private-bank-europe-s-a/) | $107.0K | 3,000 | 0.0% | 2 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $79.8K | 2,238 | 0.1% | 1 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $57.3K | 1,607 | 0.0% | 30 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $48.7K | 1,365 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $48.3K | 1,354 | 0.0% | 14 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $10.3K | 290 | 0.0% | 3 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $4.6K | 130 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $4.6K | 129 | 0.0% | 7 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $3.5K | 99 | 0.0% | 16 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $713 | 20 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $149 | 4,179 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 19 | $99.4M |
| Q2 2026 | 628 | $7.5B |
| Q1 2026 | 598 | $7.2B |
| Q4 2025 | 616 | $7.8B |
| Q3 2025 | 576 | $6.7B |
| Q2 2025 | 601 | $7.3B |
| Q1 2025 | 571 | $6.6B |
| Q4 2024 | 516 | $5.7B |
| Q3 2024 | 478 | $4.7B |
| Q2 2024 | 467 | $4.3B |
| Q1 2024 | 446 | $4.5B |
| Q4 2023 | 441 | $4.4B |