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Ugi Corp /Pa/

Institutional holders · 13F as of Mar 31, 2026

623 holders

HolderValueShares% of shares
LSV ASSET MANAGEMENT$225.8K6,199,0392.89%
GREAT VALLEY ADVISOR GROUP, INC.$225.2K6,0160.00%
BFSG, LLC$224.1K5,9870.00%
Walleye Trading LLC$222.7K6,1150.00%
JFS WEALTH ADVISORS, LLC$222.1K5,9320.00%
Graham Capital Management, L.P.$219.2K6,0190.00%
Sigma Planning Corp$217.0K6,2800.00%
BLAIR WILLIAM & CO/IL$216.4K5,7830.00%
DRW Securities, LLC$216.0K5,7720.00%
COLDSTREAM CAPITAL MANAGEMENT INC$210.3K5,6180.00%
Harvest Investment Services, LLC$209.2K5,5900.00%
Avantax Planning Partners, Inc.$209.1K5,7400.00%
Quantum Portfolio Management LLC$208.8K5,5790.00%
Brooklyn Investment Group$208.8K5,4890.00%
IHT Wealth Management, LLC$208.3K5,5660.00%
Stone House Investment Management, LLC$208.0K5,5580.00%
MONECO ADVISORS, LLC$206.5K5,5170.00%
Sunpointe, LLC$204.5K5,4090.00%
Ameritas Advisory Services, LLC$204.0K5,4510.00%
TCV Trust & Wealth Management, Inc.$202.9K5,4210.00%
FLPUTNAM INVESTMENT MANAGEMENT CO$202.9K5,4200.00%
STRS OHIO$192.8K5,1510.00%
Eurizon Capital SGR S.p.A.$189.3K5,0230.00%
Parallel Advisors, LLC$186.9K4,9920.00%
Allworth Financial LP$186.4K4,9790.00%
Blue Trust, Inc.$182.8K4,8840.00%
NOMURA ASSET MANAGEMENT CO LTD$157.7K4,3300.00%
Hartford Financial Management Inc.$136.7K3,7540.00%
Missouri Trust & Investment Co$134.7K3,6000.00%
ST GERMAIN D J CO INC$134.7K3,6000.00%
WHITTIER TRUST CO OF NEVADA INC$129.2K3,5590.00%
Private Wealth Asset Management, LLC$125.4K3,3500.00%
CoreCap Advisors, LLC$123.9K3,3110.00%
FIFTH THIRD BANCORP$123.7K3,3050.00%
Larson Financial Group LLC$120.8K3,2260.00%
SBI Securities Co., Ltd.$118.2K3,1580.00%
Wilmington Savings Fund Society, FSB$114.2K3,0500.00%
Security National Bank$113.0K3,0180.00%
Sound Income Strategies, LLC$106.5K2,8390.00%
SITTNER & NELSON, LLC$103.3K2,9910.00%
Wealth Preservation Advisors, LLC$99.9K2,6690.00%
Annis Gardner Whiting Capital Advisors, LLC$98.2K2,6240.00%
Horizon Investments, LLC$92.5K2,4720.00%
Quent Capital, LLC$89.7K2,5970.00%
MAI Capital Management$89.4K2,4560.00%
AdvisorNet Financial, Inc$84.9K2,2690.00%
Beaird Harris Wealth Management, LLC$84.7K2,2620.00%
Quarry LP$78.8K2,1050.00%
United Community Bank$77.7K2,0750.00%
SageView Advisory Group, LLC$76.4K2,0420.00%
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