Who Owns UGI Corp
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in UGI Corp.
Who crossed 5% of UGI →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Hamlin Capital Management, LLCCOM2.6M shtrimmed | $91.1M |
| Bill Few Associates, Inc.COM89.4K shtrimmed | $3.2M |
| Farther Finance Advisors, LLCStock39.7K shadded | $1.4M |
| Investors Research CorpCOM26.8K shtrimmed | $955.7K |
| VISTA INVESTMENT PARTNERS LLCCOM18.6K sh— | $662.2K |
| Apella Capital, LLCCOM17.5K shadded | $640.6K |
| Wedmont Private CapitalCOM10.8K sh— | $397.6K |
| GAMMA Investing LLCCommon Stock10.8K shadded | $386.4K |
| Partnership Wealth Management, LLCStock6.8K shheld | $240.8K |
| Quintet Private Bank (Europe) S.A.COM3K shadded | $107K |
| MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.6K shtrimmed | $57.3K |
| ELEVATION WEALTH PARTNERS, LLCCOM290 shadded | $10.3K |
| Paladin Partners, LLCStock130 shheld | $4.6K |
| CoreCap Advisors, LLCStock129 shtrimmed | $4.6K |
| ARMSTRONG ADVISORY GROUP, INCCOM99 shadded | $3.5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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