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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Miller Value Partners, First Eagle U.S. Value, Sequoia Financial Advisors, and Gardner Russo & Quinn.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCBuy146,563360,783$13,139,717
Q1 2026Miller Value PartnersSell-141,000121,000$4,406,820
Q1 2026First Eagle U.S. ValueBuy3,02011,701$426,150
Q1 2026Sequoia Financial AdvisorsSell-1,10414,960$544,827
Q4 2025Renaissance Technologies LLCSell-172,363214,220$8,018,255
Q4 2025Sequoia Financial AdvisorsBuy6,61216,064$601,294
Q3 2025Renaissance Technologies LLCSell-160,100386,583$12,857,751
Q3 2025Miller Value PartnersSell-30,000262,000$8,714,120
Q3 2025Sequoia Financial AdvisorsSell-1339,452$314,368
Q3 2025First Eagle U.S. ValueBuy688,681$288,730
Q2 2025Renaissance Technologies LLCSell-311,600546,683$19,910,195
Q2 2025Sequoia Financial AdvisorsSell-6219,585$349,093
Q1 2025Renaissance Technologies LLCSell-358,300858,283$28,383,419
Q1 2025Sequoia Financial AdvisorsBuy4,97910,206$337,518
Q1 2025First Eagle U.S. ValueBuy738,613$284,832
Q4 2024Renaissance Technologies LLCBuy313,0001,216,583$34,344,138
Q4 2024Miller Value PartnersBuy90,000292,000$8,243,160
Q4 2024First Eagle U.S. ValueBuy3,8178,540$241,084
Q3 2024First Eagle U.S. ValueSell-3,262,9354,723$118,169
Q3 2024Renaissance Technologies LLCBuy711,800903,583$22,607,647
Q3 2024Miller Value PartnersSell-35,000202,000$5,054,040
Q2 2024First Eagle U.S. ValueSell-1,337,0993,267,658$74,829,368
Q2 2024Miller Value PartnersBuy70,000237,000$5,427,300
Q2 2024Renaissance Technologies LLCSell-28,400191,783$4,391,831
Q1 2024First Eagle U.S. ValueSell-2,035,8464,604,757$113,000,736
Q1 2024Miller Value PartnersBuy167,000167,000$4,098,180
Q1 2024Renaissance Technologies LLCSell-51,305220,183$5,403
Q4 2023Renaissance Technologies LLCBuy265,988271,488$6,679
Q4 2023First Eagle U.S. ValueBuy2,8786,640,603$163,358,840
Q3 2023First Eagle U.S. ValueSell-51,5306,637,725$152,667,675

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.

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