Filing Research | UGI - UGI CORP NEW Institutional Holdings

Snapshot holdings

50 / 137 loaded

#		Instrument	quantity
1	Hamlin Capital Management, LLC	Shares	2.7MSH	$91.8M
2	River Road Asset Management, LLC	Shares	1.7MSH	$59.4M
3	Arbejdsmarkedets Tillaegspension	Shares	804.6KSH	$27.8M
4	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	421.3KSH	$14.6M
5	BURNEY CO/	Shares	420.5KSH	$14.5M
6	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	329.8KSH	$11.4M
7	Crossmark Global Holdings, Inc.	Shares	314.8KSH	$10.9M
8	Cyndeo Wealth Partners, LLC	Shares	258.2KSH	$8.9M
9	HENNESSY ADVISORS INC	Shares	114.0KSH	$3.9M
10	Police & Firemen's Retirement System of New Jersey	Shares	96.0KSH	$3.3M
11	Bill Few Associates, Inc.	Shares	91.8KSH	$3.2M
12	Synergy Asset Management, LLC	Shares	88.3KSH	$3.0M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	89.3KSH	$3.0M
14	EASTERLY INVESTMENT PARTNERS LLC	Shares	71.5KSH	$2.5M
15	Abundance Wealth Counselors	Shares	68.8KSH	$2.4M
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	63.1KSH	$2.2M
17	Louisiana State Employees Retirement System	Shares	62.7KSH	$2.2M
18	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	51.3KSH	$1.8M
19	PensionDanmark Pensionsforsikringsaktieselskab	Shares	41.0KSH	$1.4M
20	Merit Financial Group, LLC	Shares	39.4KSH	$1.4M
21	CPC Advisors, LLC	Shares	38.6KSH	$1.3M
22	CWA Asset Management Group, LLC	Shares	37.5KSH	$1.3M
23	Envestnet Portfolio Solutions, Inc.	Shares	30.2KSH	$1.0M
24	FIRST CITIZENS BANK & TRUST CO	Shares	29.2KSH	$1.0M
25	Investors Research Corp	Shares	27.6KSH	$952.8K
26	NAPLES GLOBAL ADVISORS, LLC	Shares	26.9KSH	$940.2K
27	Nilsine Partners, LLC	Shares	26.3KSH	$906.8K
28	SIERRA SUMMIT ADVISORS LLC	Shares	25.5KSH	$879.9K
29	Global Financial Private Client, LLC	Shares	22.0KSH	$759.5K
30	EXCHANGE TRADED CONCEPTS, LLC	Shares	21.9KSH	$755.3K
31	LANARK FINANCIAL, INC.	Shares	20.1KSH	$694.0K
32	Farther Finance Advisors, LLC	Shares	18.4KSH	$636.2K
33	Prospera Financial Services Inc	Shares	18.3KSH	$633.0K
34	Sequoia Financial Advisors, LLC	Shares	17.9KSH	$619.9K
35	Apella Capital, LLC	Shares	17.4KSH	$613.0K
36	Burns Matteson Capital Management, LLC	Shares	17.4KSH	$600.8K
37	SECURIAN ASSET MANAGEMENT, INC	Shares	15.8KSH	$580.1K
38	HARRELL INVESTMENT PARTNERS, LLC	Shares	15.4KSH	$532.4K
39	Alpha Omega Wealth Management LLC	Shares	14.8KSH	$510.3K
40	EverSource Wealth Advisors, LLC	Shares	13.6KSH	$470.3K
41	Rydar Equities, Inc.	Shares	11.7KSH	$429.0K
42	CLARK FINANCIAL SERVICES GROUP INC /BD	Shares	11.0KSH	$379.5K
43	J.W. COLE ADVISORS, INC.	Shares	10.7KSH	$369.6K
44	BENJAMIN EDWARDS INC	Shares	10.2KSH	$353.6K
45	QRG CAPITAL MANAGEMENT, INC.	Shares	10.1KSH	$349.4K
46	HOWLAND CAPITAL MANAGEMENT LLC	Shares	10.0KSH	$349.1K
47	D.A. DAVIDSON & CO.	Shares	10.0KSH	$346.2K
48	GAMMA Investing LLC	Shares	9.7KSH	$336.4K
49	FULTON BANK, N.A.	Shares	9.5KSH	$326.8K
50	CFS Investment Advisory Services, LLC	Shares	8.6KSH	$302.1K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 150 loaded

#		Instrument
1	River Road Asset Management, LLC added	Shares	+942.1K	+$31.1M	$59.4M
2	Arbejdsmarkedets Tillaegspension added	Shares	+111.2K	+$2.5M	$27.8M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+56.0K	+$1.7M	$3.0M
4	PensionDanmark Pensionsforsikringsaktieselskab new	Shares	+41.0K	+$1.4M	$1.4M
5	CWA Asset Management Group, LLC new	Shares	+37.5K	+$1.3M	$1.3M
6	Abundance Wealth Counselors added	Shares	+35.4K	+$1.2M	$2.4M
7	SIERRA SUMMIT ADVISORS LLC new	Shares	+25.5K	+$879.9K	$879.9K
8	Crossmark Global Holdings, Inc. added	Shares	+36.5K	+$737.3K	$10.9M
9	Burns Matteson Capital Management, LLC new	Shares	+17.4K	+$600.8K	$600.8K
10	Rydar Equities, Inc. new	Shares	+11.7K	+$429.0K	$429.0K
11	J.W. COLE ADVISORS, INC. new	Shares	+10.7K	+$369.6K	$369.6K
12	Merit Financial Group, LLC added	Shares	+10.6K	+$311.2K	$1.4M
13	ROFFMAN MILLER ASSOCIATES INC /PA/ added	Shares	+25.2K	+$296.1K	$11.4M
14	Curated Wealth Partners LLC new	Shares	+24.1K	+$267.8K	$267.8K
15	NorthCrest Asset Manangement, LLC new	Shares	+6.6K	+$239.6K	$239.6K
16	Optas, LLC new	Shares	+6.1K	+$209.2K	$209.2K
17	Sequoia Financial Advisors, LLC added	Shares	+3.0K	+$75.1K	$619.9K
18	HARRELL INVESTMENT PARTNERS, LLC added	Shares	+2.8K	+$73.1K	$532.4K
19	BENJAMIN EDWARDS INC added	Shares	+2.5K	+$70.4K	$353.6K
20	THOMPSON INVESTMENT MANAGEMENT, INC. new	Shares	+2.0K	+$69.1K	$69.1K
21	Farther Finance Advisors, LLC added	Shares	+2.4K	+$61.2K	$636.2K
22	Quintet Private Bank (Europe) S.A. new	Shares	+1.5K	+$51.8K	$51.8K
23	FIRST HORIZON CORP new	Shares	+1.3K	+$43.6K	$43.6K
24	CLARK FINANCIAL SERVICES GROUP INC /BD added	Shares	+1.6K	+$37.4K	$379.5K
25	Ballentine Partners, LLC added	Shares	+1.4K	+$34.6K	$290.8K
26	SJS Investment Consulting Inc. added	Shares	+960	+$33.1K	$34.3K
27	QRG CAPITAL MANAGEMENT, INC. added	Shares	+1.3K	+$27.9K	$349.4K
28	True Wealth Design, LLC added	Shares	+776	+$25.7K	$46.2K
29	EverSource Wealth Advisors, LLC added	Shares	+1.2K	+$17.4K	$470.3K
30	Versant Capital Management, Inc added	Shares	+397	+$12.1K	$43.8K
31	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+346	+$11.1K	$27.6K
32	Blue Trust, Inc. added	Shares	+373	+$7.5K	$112.4K
33	ELEVATION WEALTH PARTNERS, LLC added	Shares	+168	+$5.7K	$7.5K
34	Wealth Enhancement Trust Services, Inc. new	Shares	+162	+$5.6K	$5.6K
35	SECURIAN ASSET MANAGEMENT, INC added	Shares	+19	+$3.9K	$580.1K
36	BFSG, LLC added	Shares	+430	+$3.5K	$223.4K
37	LRI Investments, LLC added	Shares	+106	+$2.2K	$30.8K
38	SIGNATUREFD, LLC added	Shares	+431	+$2.0K	$251.9K
39	GoalVest Advisory LLC new	Shares	+48	+$1.7K	$1.7K
40	Creative Capital Management Investments LLC new	Shares	+41	+$1.4K	$1.4K
41	PARK AVENUE SECURITIES LLC new	Shares	+17.4K	+$601	$601
42	Cromwell Holdings LLC added	Shares	+16	+$504	$1.6K
43	Hughes Financial Services, LLC added	Shares	+10	+$306	$1.1K
44	Mosley Wealth Management new	Shares	+8	+$276	$276
45	Decker Retirement Planning Inc. new	Shares	+8	+$262	$262
46	HALBERT HARGROVE GLOBAL ADVISORS, LLC new	Shares	+4	+$127	$127
47	Activest Wealth Management new	Shares	+1	+$35	$35
48	FNY Investment Advisers, LLC unchanged	Shares	0	-$1	$13
49	CX Institutional added	Shares	+10	-$2	$32
50	Raleigh Capital Management Inc. unchanged	Shares	0	-$2	$29

Scroll to load more