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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Anchor Investment Management, Llc | Buy | +191 | — | 191 | $6.60K | Q2 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +228,187 | +12.1% | 2,115,491 | $73.07M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +12,661 | +79.3% | 28,630 | $988.88K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +322 | +80.1% | 724 | $25.01K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +530,011 | +421.0% | 655,895 | $22.65M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Buy | +69,054 | +11.6% | 662,274 | $22.87M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -5 | -7.4% | 63 | $2.16K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +14 | — | 14 | $484.00 | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +11,158 | +29.4% | 49,142 | $1.70M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -4,078 | -1.6% | 247,996 | $8.57M | Q2 2026 | Aug 24, 2026 |
| First Eagle U.S. Value | Sell | -280 | -2.4% | 11,421 | $394.48K | Q2 2026 | Aug 24, 2026 |
| Deprince Race & Zollo Inc | Buy | +1,338,417 | — | 1,338,417 | $46.23M | Q2 2026 | Aug 20, 2026 |
| Harvest Fund Management Co., Ltd | Sell | -81 | -1.3% | 6,359 | $220.00K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +61,065 | +98.8% | 122,859 | $4.24M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Buy | +1 | +3.3% | 31 | $1.06K | Q2 2026 | Aug 19, 2026 |
| Empowered Funds, Llc | Sell | -61,096 | -30.1% | 142,213 | $4.91M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -1,267 | -1.9% | 66,504 | $2.30M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -17 | -0.2% | 9,136 | $315.56K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -16 | -88.9% | 2 | $69.00 | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Buy | +1 | +0.1% | 979 | $33.83K | Q2 2026 | Aug 17, 2026 |
| Invesco Ltd. | Buy | +3,050,658 | — | 3,050,658 | $105.37M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +2,544,612 | +275.2% | 3,469,229 | $119.69M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +1,779,937 | — | 1,779,937 | $61.49M | Q2 2026 | Aug 14, 2026 |
| Adage Capital Partners Gp, L.L.C. | Buy | +596,000 | — | 596,000 | $20.59M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +533,211 | +30.0% | 2,308,567 | $79.74M | Q2 2026 | Aug 14, 2026 |
| Man Group Plc | Sell | -486,659 | -62.5% | 292,482 | $10.10M | Q2 2026 | Aug 14, 2026 |
| Hancock Whitney Corp | Buy | +450,078 | +764.1% | 508,978 | $17.58M | Q2 2026 | Aug 14, 2026 |
| Balyasny Asset Management L.P. | Sell | -390,627 | -65.6% | 204,568 | $7.07M | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -355,760 | -90.6% | 37,039 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Sir Capital Management, L.P. | Sell | -261,224 | -74.1% | 91,226 | $3.15M | Q2 2026 | Aug 14, 2026 |
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.
Related UGI Institutional Insights
- UGI Overview
- UGI 13F Institutional Holders
- UGI Top Institutional Shareholders
- Utilities Sector Institutional Ownership
- Utilities Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Utilities Stocks By Institutional Investors
- Most Sold Utilities Stocks By Institutional Investors
- UGI Insider Trading & SEC Form 4 Activity
- UGI Articles
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