Companies / UGI CORP /PA/ / Institutional holders

Ugi Corp /Pa/

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
Carnegie Investment Counsel	$535.0K	14,294	0.01%
Triad Wealth Partners, LLC	$531.9K	14,211	0.01%
Horizon Investment Services, LLC	$529.5K	14,147	0.01%
WINTON GROUP Ltd	$524.0K	15,171	0.01%
Tevis Investment Management	$522.0K	15,520	0.01%
Waverly Advisors, LLC	$516.8K	13,806	0.01%
ATLAS CAPITAL ADVISORS INC.	$509.6K	13,616	0.01%
OPPENHEIMER ASSET MANAGEMENT INC.	$498.4K	13,685	0.01%
Global Retirement Partners, LLC	$494.7K	13,218	0.01%
WRIGHT INVESTORS SERVICE INC	$492.8K	13,167	0.01%
Prospera Financial Services Inc	$485.0K	12,943	0.01%
QUADRANT CAPITAL GROUP LLC	$476.7K	12,737	0.01%
Gallagher Fiduciary Advisors, LLC	$469.9K	12,554	0.01%
IFP Advisors, Inc	$468.4K	12,513	0.01%
Farther Finance Advisors, LLC	$453.3K	12,110	0.01%
US BANCORP \DE	$448.8K	11,992	0.01%
Utah Retirement Systems	$430.4K	11,500	0.01%
First Eagle Investment Management, LLC	$426.1K	11,701	0.01%
V2 Financial group LLC	$420.8K	11,242	0.01%
TEACHER RETIREMENT SYSTEM OF TEXAS	$412.8K	11,028	0.01%
Family Manage LLC	$410.8K	10,976	0.01%
CULLEN/FROST BANKERS, INC.	$405.5K	10,834	0.01%
CIBC Private Wealth Group LLC	$404.9K	10,817	0.01%
J.W. COLE ADVISORS, INC.	$397.3K	10,615	0.00%
RESTON WEALTH MANAGEMENT LLC	$393.4K	10,511	0.00%
CreativeOne Wealth, LLC	$381.2K	10,184	0.00%
Accurate Wealth Management, LLC	$379.5K	10,238	0.00%
ZACKS INVESTMENT MANAGEMENT	$378.7K	10,398	0.00%
Elevated Capital Advisors, LLC	$378.3K	10,106	0.00%
Forvis Mazars Wealth Advisors, LLC	$377.2K	10,358	0.00%
FULTON BANK, N.A.	$376.1K	10,047	0.00%
Maryland State Retirement & Pension System	$376.1K	10,047	0.00%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	$372.6K	9,954	0.00%
Sciencast Management LP	$372.1K	9,942	0.00%
EverSource Wealth Advisors, LLC	$368.4K	9,842	0.00%
HOWLAND CAPITAL MANAGEMENT LLC	$367.9K	10,000	0.00%
D.A. DAVIDSON & CO.	$365.6K	10,038	0.00%
TRUIST FINANCIAL CORP	$365.3K	9,760	0.00%
NEEDHAM INVESTMENT MANAGEMENT LLC	$364.2K	10,000	0.00%
Investment Research Partners LLC	$360.3K	9,626	0.00%
Belpointe Asset Management LLC	$359.8K	9,612	0.00%
MMA ASSET MANAGEMENT LLC	$354.4K	9,467	0.00%
ExodusPoint Capital Management, LP	$354.2K	9,464	0.00%
Pallas Capital Advisors LLC	$346.9K	10,043	0.00%
CLARK FINANCIAL SERVICES GROUP INC /BD	$342.1K	9,392	0.00%
GAMMA Investing LLC	$341.5K	9,124	0.00%
LEUTHOLD GROUP, LLC	$337.8K	9,276	0.00%
Arax Advisory Partners	$337.6K	9,020	0.00%
PFG Investments, LLC	$328.0K	8,762	0.00%
CFS Investment Advisory Services, LLC	$325.9K	8,706	0.00%