UGI — Ugi Corp New Institutional Holders · Q3 2026

Name: Who Owns UGI? 22 Institutions Hold $99.5M (Q3 2026)
Creator: ko.io

Who owns Ugi Corp New (UGI)? 22 institutions reported holding $99.52M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Hamlin Capital Management, LLC ($91.1M), Bill Few Associates, Inc. ($3.2M), Farther Finance Advisors, LLC ($1.4M).

Rank	Institution	Value	Shares	Change
1	Hamlin Capital Management, LLC	$91.1M	2.6M	Trimmed
2	Bill Few Associates, Inc.	$3.2M	89,414	Trimmed
3	Farther Finance Advisors, LLC	$1.4M	39,705	Added
4	Investors Research Corp	$955,671	26,792	Trimmed
5	VISTA INVESTMENT PARTNERS LLC	$662,178	18,564	New
6	Apella Capital, LLC	$640,569	17,478	Added
7	Wedmont Private Capital	$397,622	10,764	New
8	GAMMA Investing LLC	$386,377	10,832	Added
9	Partnership Wealth Management, LLC	$240,773	6,750	Hold
10	CX Institutional	$149,000	4,179	Added
11	Quintet Private Bank (Europe) S.A.	$107,010	3,000	Added
12	Miller Global Investments, LLC	$79,829	2,238	New
13	MassMutual Private Wealth & Trust, FSB	$57,322	1,607	Trimmed
14	Planning Strategies Inc.	$48,690	1,365	Hold
15	Versant Capital Management, Inc	$48,297	1,354	Added
16	ELEVATION WEALTH PARTNERS, LLC	$10,345	290	Added
17	Paladin Partners, LLC	$4,637	130	Hold
18	CoreCap Advisors, LLC	$4,601	129	Trimmed
19	ARMSTRONG ADVISORY GROUP, INC	$3,534	99	Added
20	GoalVest Advisory LLC	$713	20	Trimmed
21	Coastline Trust Co	$0	0	Exited
22	Wealth Enhancement Trust Services, Inc.	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30