18 institutions reported holding $97.8M of UGI CORP NEW (UGI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hamlin Capital Management, LLC ($91.8M), Bill Few Associates, Inc. ($3.2M), PensionDanmark Pensionsforsikringsaktieselskab ($1.4M), Apella Capital, LLC ($613,010), GAMMA Investing LLC ($336,420). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hamlin Capital Management, LLC | $91.8M | 2.7M | Added |
| 2 | Bill Few Associates, Inc. | $3.2M | 91,832 | Trimmed |
| 3 | PensionDanmark Pensionsforsikringsaktieselskab | $1.4M | 41,033 | New |
| 4 | Apella Capital, LLC | $613,010 | 17,380 | Added |
| 5 | GAMMA Investing LLC | $336,420 | 9,740 | Trimmed |
| 6 | Chesley Taft & Associates LLC | $285,991 | 8,280 | Hold |
| 7 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $62,172 | 1,800 | Hold |
| 8 | MassMutual Private Wealth & Trust, FSB | $59,236 | 1,715 | Trimmed |
| 9 | Versant Capital Management, Inc | $43,797 | 1,268 | Added |
| 10 | CX Institutional | $32,000 | 930 | Added |
| 11 | FNY Investment Advisers, LLC | $13,000 | 400 | Hold |
| 12 | CoreCap Advisors, LLC | $12,573 | 364 | Trimmed |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $7,496 | 217 | Added |
| 14 | Cedar Mountain Advisors, LLC | $4,007 | 116 | Hold |
| 15 | West Financial Advisors, LLC | $3,642 | 105 | Added |
| 16 | Beaird Harris Wealth Management, LLC | $415 | 12 | Hold |
| 17 | Grove Bank & Trust | $0 | 0 | Exited |
| 18 | Avior Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30