UGI CORP (UGI) Institutional Ownership Changes & 13F Activity

UGI CORP (UGI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Aqr Capital Management Llc, Ameriprise Financial Inc, Deprince Race & Zollo Inc, and Adage Capital Partners Gp, L.L.C..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Anchor Investment Management, LlcBuy+191191$6.60KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+228,187+12.1%2,115,491$73.07MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+12,661+79.3%28,630$988.88KQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+322+80.1%724$25.01KQ2 2026Sep 04, 2026
Citadel Advisors LlcBuy+530,011+421.0%655,895$22.65MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+69,054+11.6%662,274$22.87MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-5-7.4%63$2.16KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+1414$484.00Q2 2026Aug 28, 2026
Corient Private Wealth LlcBuy+11,158+29.4%49,142$1.70MQ2 2026Aug 27, 2026
California State Teachers Retirement SystemSell-4,078-1.6%247,996$8.57MQ2 2026Aug 24, 2026
First Eagle U.S. ValueSell-280-2.4%11,421$394.48KQ2 2026Aug 24, 2026
Deprince Race & Zollo IncBuy+1,338,4171,338,417$46.23MQ2 2026Aug 20, 2026
Harvest Fund Management Co., LtdSell-81-1.3%6,359$220.00KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+61,065+98.8%122,859$4.24MQ2 2026Aug 19, 2026
Archer Investment CorpBuy+1+3.3%31$1.06KQ2 2026Aug 19, 2026
Empowered Funds, LlcSell-61,096-30.1%142,213$4.91MQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-1,267-1.9%66,504$2.30MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-17-0.2%9,136$315.56KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-16-88.9%2$69.00Q2 2026Aug 17, 2026
Caitlin John, LlcBuy+1+0.1%979$33.83KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+3,050,6583,050,658$105.37MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+2,544,612+275.2%3,469,229$119.69MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+1,779,9371,779,937$61.49MQ2 2026Aug 14, 2026
Adage Capital Partners Gp, L.L.C.Buy+596,000596,000$20.59MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+533,211+30.0%2,308,567$79.74MQ2 2026Aug 14, 2026
Man Group PlcSell-486,659-62.5%292,482$10.10MQ2 2026Aug 14, 2026
Hancock Whitney CorpBuy+450,078+764.1%508,978$17.58MQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Sell-390,627-65.6%204,568$7.07MQ2 2026Aug 14, 2026
Millennium Management LlcSell-355,760-90.6%37,039$1.28MQ2 2026Aug 14, 2026
Sir Capital Management, L.P.Sell-261,224-74.1%91,226$3.15MQ2 2026Aug 14, 2026
Showing 30 of 588

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.