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
Q2 2023First Eagle U.S. ValueSell-682,6366,689,255$180,409,208
Q1 2023First Eagle U.S. ValueSell-1,297,1967,371,891$256,246,931
Q4 2022First Eagle U.S. ValueBuy197,9068,669,087$321,363,055
Q4 2022Renaissance Technologies LLCSell-38,0835,500$204
Q3 2022First Eagle U.S. ValueSell-82,5688,471,181$273,873
Q3 2022Renaissance Technologies LLCBuy23,00043,583$1,409
Q2 2022Renaissance Technologies LLCSell-690,00020,583$795
Q2 2022First Eagle U.S. ValueSell-29,4678,553,749$330,260
Q1 2022Renaissance Technologies LLCBuy675,183710,583$25,737
Q1 2022First Eagle U.S. ValueSell-46,8738,583,216$310,884
Q4 2021First Eagle U.S. ValueSell-218,4258,630,089$396,207
Q4 2021Renaissance Technologies LLCSell-163,65335,400$1,625
Q3 2021First Eagle U.S. ValueSell-249,8978,848,514$377,124
Q3 2021Renaissance Technologies LLCSell-99,874199,053$8,484
Q2 2021First Eagle U.S. ValueSell-98,3199,098,411$421,347
Q1 2021First Eagle U.S. ValueBuy1,906,9049,196,730$377,158
Q4 2020Renaissance Technologies LLCSell-420,018298,927$10,450
Q4 2020First Eagle U.S. ValueSell-71,9327,289,826$254,852
Q3 2020Renaissance Technologies LLCSell-434,900718,945$23,711
Q3 2020First Eagle U.S. ValueBuy12,8947,361,758$242,791
Q2 2020Renaissance Technologies LLCSell-1,222,6641,153,845$36,692
Q2 2020First Eagle U.S. ValueBuy7,1427,348,864$233,694
Q1 2020First Eagle U.S. ValueBuy2,903,9877,341,722$195,804
Q1 2020Renaissance Technologies LLCBuy962,6472,376,509$63,381
Q4 2019First Eagle U.S. ValueBuy1,048,4414,437,735$200,408
Q4 2019Renaissance Technologies LLCSell-206,6881,413,862$63,850
Q3 2019Renaissance Technologies LLCSell-475,8001,620,550$81,465
Q3 2019First Eagle U.S. ValueBuy22,9623,389,294$170,380
Q3 2019Sequoia Financial AdvisorsBuy3185,227$263
Q2 2019Renaissance Technologies LLCSell-530,2002,096,350$111,966

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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