Stock Ownership/UGI

UGI CORP NEW (UGI): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in UGI · Utilities. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
22
13F filers
Aggregate Value
$365.3M
Across holders
Last Price
$38.19
2026-08-24
Sector
Utilities
GICS
Quarterly fund activity10 increased12 reduced4 exited
Full exits: Schonfeld Strategic Advisors LLC, TUDOR INVESTMENT CORP ET AL, Qube Research & Technologies Ltd, Walleye Capital LLC
Institutional Holders of UGI
↗
22 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund3.47M$119.7M32.8%0.0%Added$-165.3MQ2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
Hedge Fund1.65M$56.9M15.6%0.0%Added+$1.9MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund656K$22.7M6.2%0.0%Added+$18.4MQ2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
Hedge Fund596K$20.6M5.6%0.0%Added—Q2 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund585K$20.2M5.5%0.0%Reduced+$20.1MQ2 2026
Squarepoint Ops LLC
CIK 0001642575
Hedge Fund512K$17.7M4.8%0.0%Reduced$-5.8MQ2 2026
JUPITER ASSET MANAGEMENT LTD
CIK 0001215838
Hedge Fund504K$17.4M4.8%0.1%Reduced$-84.5MQ2 2026
SHAW D E & CO INC
CIK 0001009207
Hedge Fund426K$14.7M4.0%0.0%Reduced+$8.2MQ2 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund409K$14.1M3.9%0.0%Added+$1.7MQ2 2026
Ancora Advisors, LLC
CIK 0001446114
Hedge Fund327K$11.3M3.1%0.2%Reduced+$11.1MQ2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$119.7M· 32.8% of total· 0.0% port· 3.47M sh· $-165.3M QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded
Hedge Fund
$56.9M· 15.6% of total· 0.0% port· 1.65M sh· +$1.9M QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$22.7M· 6.2% of total· 0.0% port· 656K sh· +$18.4M QoQ· Q2 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Added
Hedge Fund
$20.6M· 5.6% of total· 0.0% port· 596K sh· — QoQ· Q2 2026
MARSHALL WACE, LLPReduced
Hedge Fund
$20.2M· 5.5% of total· 0.0% port· 585K sh· +$20.1M QoQ· Q2 2026
Squarepoint Ops LLCReduced
Hedge Fund
$17.7M· 4.8% of total· 0.0% port· 512K sh· $-5.8M QoQ· Q2 2026
JUPITER ASSET MANAGEMENT LTDReduced
Hedge Fund
$17.4M· 4.8% of total· 0.1% port· 504K sh· $-84.5M QoQ· Q2 2026
SHAW D E & CO INCReduced
Hedge Fund
$14.7M· 4.0% of total· 0.0% port· 426K sh· +$8.2M QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCAdded
Hedge Fund
$14.1M· 3.9% of total· 0.0% port· 409K sh· +$1.7M QoQ· Q2 2026
Ancora Advisors, LLCReduced
Hedge Fund
$11.3M· 3.1% of total· 0.2% port· 327K sh· +$11.1M QoQ· Q2 2026
PineBridge Investments, L.P.Added
Hedge Fund
$10.8M· 3.0% of total· 0.1% port· 324K sh· +$8.7M QoQ· Q3 2025
Man Group plcReduced
Hedge Fund
$10.1M· 2.8% of total· 0.0% port· 292K sh· $-16.8M QoQ· Q2 2026
Bridgewater Associates, LPAdded
Hedge Fund
$7.1M· 2.0% of total· 0.0% port· 206K sh· +$4.2M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCReduced
Hedge Fund
$7.1M· 1.9% of total· 0.0% port· 205K sh· +$7.0M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$4.9M· 1.3% of total· 0.0% port· 141K sh· +$2.4M QoQ· Q2 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$4.4M· 1.2% of total· 0.0% port· 126K sh· +$401K QoQ· Q2 2026
Hudson Bay Capital Management LPReduced
Hedge Fund
$1.8M· 0.5% of total· 0.0% port· 53K sh· $-6.3M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$1.3M· 0.4% of total· 0.0% port· 37K sh· $-12.3M QoQ· Q2 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduced
Institutional Manager
$1.1M· 0.3% of total· 0.0% port· 32K sh· $-102K QoQ· Q2 2026
GAMCO INVESTORS, INC. ET ALReduced
Institutional Manager
$853K· 0.2% of total· 0.0% port· 25K sh· $-4K QoQ· Q2 2026
First Eagle Investment Management, LLCReduced
Institutional Manager
$394K· 0.1% of total· 0.0% port· 11K sh· $-10K QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$260K· 0.1% of total· 0.0% port· 8K sh· $-3K QoQ· Q2 2026
1–10 of 22
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