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UGI UGI CORP NEW

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Stock (common), issuer CIK 884614

Filings received so far for Q3 2026: 20 13F filers report a position in UGI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hamlin Capital Management, LLC2,554,320$91.1M2.26%-102,10913F-HRTimeline
Bill Few Associates, Inc.89,414$3.19M0.66%-2,41813F-HRTimeline
Farther Finance Advisors, LLC39,705$1.42M0.01%+21,31513F-HRTimeline
Investors Research Corp26,792$956K0.17%-79213F-HRTimeline
VISTA INVESTMENT PARTNERS LLC18,564$662K0.17%new13F-HRTimeline
Apella Capital, LLC17,478$641K0.01%+9813F-HRTimeline
Wedmont Private Capital10,764$398K0.01%new13F-HRTimeline
GAMMA Investing LLC10,832$386K0.01%+1,09213F-HRTimeline
Partnership Wealth Management, LLC6,750$241K0.17%013F-HRTimeline
CX Institutional4,179$149K<0.01%+3,24913F-HRTimeline
Quintet Private Bank (Europe) S.A.3,000$107K<0.01%+1,50013F-HRTimeline
Miller Global Investments, LLC2,238$79.8K0.06%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,607$57.3K<0.01%-10813F-HRTimeline
Planning Strategies Inc.1,365$48.7K0.03%013F-HRTimeline
Versant Capital Management, Inc1,354$48.3K<0.01%+8613F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC290$10.3K<0.01%+7313F-HRTimeline
Paladin Partners, LLC130$4.64K<0.01%013F-HRTimeline
CoreCap Advisors, LLC129$4.6K<0.01%-23513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC99$3.53K<0.01%+113F-HRTimeline
GoalVest Advisory LLC20$713<0.01%-2813F-HRTimeline