UGI Corp
UGI· NYSE
UGIUGI Corp
Who holds UGI Corp, from the managers’ Form 13F reports for the quarter ended Sep 30, 2026.
Form 13F covers managers with $100 million or more. Positions are as of the quarter end and filed up to 45 days later; the latest quarter fills in as reports land.
| Manager | Shares | Change | Value | Of portfolio | Filed |
|---|---|---|---|---|---|
| Miller Global Investments, LLC | 2.2K | New | $79.8K | 0.1% | Oct 2, 2026 |
| Planning Strategies Inc. | 1.4K | ±0% | $48.7K | 0.1% | Oct 2, 2026 |
| Versant Capital Management, Inc | 1.4K | +6.8% | $48.3K | 0.1% | Oct 2, 2026 |
| GoalVest Advisory LLC | 20 | −58.3% | $713 | 0.1% | Oct 2, 2026 |
| CX Institutional | 4.2K | +349.4% | $149 | 0.1% | Oct 2, 2026 |
