UGI Institutional Ownership Changes & 13F Activity
UGI CORP (UGI) institutional ownership data tracks hedge funds, asset managers, pension funds, and institutional investors holding Amazon shares based on recent SEC 13F filings (Q1 2026). Recent filings show notable position changes from firms including Sequoia Financial Advisors, First Eagle U.S. Value, Renaissance Technologies LLC, Miller Value Partners, and Gardner Russo & Quinn. This page analyzes institutional buying and selling activity, increased and reduced positions, new holdings, and sold-out positions to help investors understand institutional sentiment, portfolio allocation trends, and hedge fund conviction in UGI CORP stock.
Key Insights:
- Q1 2026 SEC 13F filings show notable institutional position changes in UGI.
- Sequoia Financial Advisors, First Eagle U.S. Value, Renaissance Technologies LLC, Miller Value Partners, and Gardner Russo & Quinn were among firms reporting significant share count changes.
- Institutional ownership trends can help investors monitor hedge fund sentiment and long-term conviction in UGI stock.
Related UGI Insights:
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2022 | First Eagle U.S. Value | Buy | 197,906 | 8,669,087 | $321,363,055 |
| Q3 2022 | Renaissance Technologies LLC | Buy | 23,000 | 43,583 | $1,409 |
| Q3 2022 | First Eagle U.S. Value | Sell | -82,568 | 8,471,181 | $273,873 |
| Q2 2022 | Renaissance Technologies LLC | Sell | -690,000 | 20,583 | $795 |
| Q2 2022 | First Eagle U.S. Value | Sell | -29,467 | 8,553,749 | $330,260 |
| Q1 2022 | Renaissance Technologies LLC | Buy | 675,183 | 710,583 | $25,737 |
| Q1 2022 | First Eagle U.S. Value | Sell | -46,873 | 8,583,216 | $310,884 |
| Q4 2021 | Renaissance Technologies LLC | Sell | -163,653 | 35,400 | $1,625 |
| Q4 2021 | First Eagle U.S. Value | Sell | -218,425 | 8,630,089 | $396,207 |
| Q3 2021 | Renaissance Technologies LLC | Sell | -99,874 | 199,053 | $8,484 |
| Q3 2021 | First Eagle U.S. Value | Sell | -249,897 | 8,848,514 | $377,124 |
| Q2 2021 | First Eagle U.S. Value | Sell | -98,319 | 9,098,411 | $421,347 |
| Q1 2021 | First Eagle U.S. Value | Buy | 1,906,904 | 9,196,730 | $377,158 |
| Q4 2020 | Renaissance Technologies LLC | Sell | -420,018 | 298,927 | $10,450 |
| Q4 2020 | First Eagle U.S. Value | Sell | -71,932 | 7,289,826 | $254,852 |
| Q3 2020 | Renaissance Technologies LLC | Sell | -434,900 | 718,945 | $23,711 |
| Q3 2020 | First Eagle U.S. Value | Buy | 12,894 | 7,361,758 | $242,791 |
| Q2 2020 | Renaissance Technologies LLC | Sell | -1,222,664 | 1,153,845 | $36,692 |
| Q2 2020 | First Eagle U.S. Value | Buy | 7,142 | 7,348,864 | $233,694 |
| Q1 2020 | Renaissance Technologies LLC | Buy | 962,647 | 2,376,509 | $63,381 |
| Q1 2020 | First Eagle U.S. Value | Buy | 2,903,987 | 7,341,722 | $195,804 |
| Q4 2019 | Renaissance Technologies LLC | Sell | -206,688 | 1,413,862 | $63,850 |
| Q4 2019 | First Eagle U.S. Value | Buy | 1,048,441 | 4,437,735 | $200,408 |
| Q3 2019 | Sequoia Financial Advisors | Buy | 318 | 5,227 | $263 |
| Q3 2019 | Renaissance Technologies LLC | Sell | -475,800 | 1,620,550 | $81,465 |
| Q3 2019 | First Eagle U.S. Value | Buy | 22,962 | 3,389,294 | $170,380 |
| Q2 2019 | Renaissance Technologies LLC | Sell | -530,200 | 2,096,350 | $111,966 |
| Q1 2019 | Renaissance Technologies LLC | Sell | -116,900 | 2,626,550 | $145,563 |
| Q1 2019 | First Eagle U.S. Value | Sell | -30,096 | 3,366,332 | $186,562 |
| Q4 2018 | Renaissance Technologies LLC | Buy | 322,800 | 2,743,450 | $146,363 |
Frequently asked questions about UGI activity
Which institutional owners are buying UGI?
Institutional owners buying UGI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UGI activity?
"Buy" means an investor increased their reported position in UGI compared to the prior reporting period. This reflects growing exposure to UGI CORP (UGI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UGI increasing?
Institutional interest in UGI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.