UGI Corp: which funds bought and sold
Institutions that bought and sold UGI shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 342 institutions that filed 13F reports for both quarters added to or opened positions in UGI, and 231 cut or closed them. Together they added a net 6.7M shares, +3.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 744K shares (−1.3%); index fund managers were net buyers of 1.8M shares (+2.6%). 87 opened a new position and 67 sold out entirely.
Bought, Q2 2026 342 institutions, 87 of them new holders Sold, Q2 2026 231 institutions, 67 of them sold out
Net change, all compared +6.7M shares (+3.5%)
Net change, active managers −744K shares (−1.3%), 24 bought, 36 sold
Buyers versus sellers
342 bought 103 231 sold
Active managers and hedge funds 24 bought · 36 sold · −744K
Index fund managers 8 bought · 3 sold · +1.8M
Other institutions 310 bought · 192 sold · +5.7M
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +2.5M +275.2% | 3.5M | $120M |
| Deprince Race & Zollo Inc Active manager | +1.3M New position | 1.3M | $46.2M |
| Mitsubishi Ufj Trust & Banking Corp | +993K +40.0% | 3.5M | $120M |
| River Road Asset Management, LLC Active manager | +942K +121.0% | 1.7M | $59.4M |
| Blackrock, Inc. Index funds | +805K +3.1% | 26.5M | $914M |
| Vanguard Portfolio Management LLC Index funds | +684K +5.7% | 12.6M | $436M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | +596K New position | 596K | $20.6M |
| Russell Investments Group, Ltd. | +575K +75.7% | 1.3M | $46.1M |
| Fuller & Thaler Asset Management, Inc. | +541K +10.1% | 5.9M | $203M |
| Goldman Sachs Group Inc | +533K +30.0% | 2.3M | $79.7M |
| Citadel Advisors LLC Hedge fund | +530K +421.0% | 656K | $22.7M |
| Hancock Whitney Corp | +450K +764.1% | 509K | $17.6M |
| Mackenzie Financial Corp | +441K +40.6% | 1.5M | $52.7M |
| UBS Group AG | +432K +65.6% | 1.1M | $37.7M |
| Bragg Financial Advisors, Inc | +410K +31.1% | 1.7M | $59.8M |
| Prudential Financial Inc | +409K +2113.9% | 428K | $14.8M |
| Invesco Ltd. | +311K +11.3% | 3.1M | $105M |
| Bank Of Nova Scotia | +304K New position | 304K | $10.5M |
| Citigroup Inc | +284K +386.0% | 358K | $12.4M |
| Allianz Asset Management Gmbh | +273K +46.0% | 866K | $30.6M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| AQR Capital Management LLC Hedge fund | +2.5M +275.2% | 3.5M | $120M |
| Deprince Race & Zollo Inc Active manager | +1.3M New position | 1.3M | $46.2M |
| River Road Asset Management, LLC Active manager | +942K +121.0% | 1.7M | $59.4M |
| Adage Capital Partners Gp, L.L.C. Hedge fund | +596K New position | 596K | $20.6M |
| Citadel Advisors LLC Hedge fund | +530K +421.0% | 656K | $22.7M |
| Trexquant Investment LP Hedge fund | +188K +1971.5% | 197K | $6.8M |
| Wellington Management Group LLP Active manager | +158K +38.5% | 567K | $19.6M |
| Price T Rowe Associates Inc Active manager | +145K +37.7% | 531K | $18.3M |
| Bridgewater Associates, LP Hedge fund | +121K +141.9% | 206K | $7.1M |
| Engineers Gate Manager LP Hedge fund | +96K +133.7% | 167K | $5.8M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Federated Hermes, Inc. Active manager | −1.5M −75.0% | 493K | $17M |
| Lansforsakringar Fondforvaltning AB (Publ) | −1.3M Sold out | 0 | — |
| Jupiter Asset Management Ltd Active manager | −1.3M −71.5% | 504K | $17.4M |
| Marshall Wace, LLP Hedge fund | −1.0M −63.8% | 585K | $20.2M |
| Qube Research & Technologies Ltd Hedge fund | −665K Sold out | 0 | — |
| Man Group PLC Hedge fund | −487K −62.5% | 292K | $10.1M |
| Artisan Partners Limited Partnership Active manager | −429K −35.7% | 773K | $26.7M |
| Morgan Stanley | −415K −13.5% | 2.7M | $91.7M |
| Balyasny Asset Management L.P. Hedge fund | −391K −65.6% | 205K | $7.1M |
| Callodine Capital Management, LP | −387K Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −356K −90.6% | 37K | $1.3M |
| Rpg Investment Advisory, LLC | −285K Sold out | 0 | — |
| Sourcerock Group LLC | −269K Sold out | 0 | — |
| Sir Capital Management, L.P. | −261K −74.1% | 91K | $3.2M |
| Captrust Financial Advisors | −238K −6.8% | 3.3M | $113M |
| Hennessy Advisors Inc | −232K −67.1% | 114K | $3.9M |
| Neuberger Berman Group LLC Active manager | −225K −2.7% | 8.2M | $283M |
| Picton Mahoney Asset Management | −196K Sold out | 0 | — |
| Caisse De Depot Et Placement Du Quebec | −185K Sold out | 0 | — |
| Hudson Bay Capital Management LP Hedge fund | −182K −77.4% | 53K | $1.8M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Federated Hermes, Inc. Active manager | −1.5M −75.0% | 493K | $17M |
| Jupiter Asset Management Ltd Active manager | −1.3M −71.5% | 504K | $17.4M |
| Marshall Wace, LLP Hedge fund | −1.0M −63.8% | 585K | $20.2M |
| Qube Research & Technologies Ltd Hedge fund | −665K Sold out | 0 | — |
| Man Group PLC Hedge fund | −487K −62.5% | 292K | $10.1M |
| Artisan Partners Limited Partnership Active manager | −429K −35.7% | 773K | $26.7M |
| Balyasny Asset Management L.P. Hedge fund | −391K −65.6% | 205K | $7.1M |
| Millennium Management LLC Hedge fund | −356K −90.6% | 37K | $1.3M |
| Neuberger Berman Group LLC Active manager | −225K −2.7% | 8.2M | $283M |
| Hudson Bay Capital Management LP Hedge fund | −182K −77.4% | 53K | $1.8M |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| Deprince Race & Zollo IncActive manager | 1.3M | $46.2M |
| Adage Capital Partners Gp, L.L.C.Hedge fund | 596K | $20.6M |
| Bank Of Nova Scotia | 304K | $10.5M |
| Janney Montgomery Scott LLC | 244K | $8.4M |
| Ilex Capital Partners (UK) LLP | 126K | $4.4M |
| Ethic Inc. | 73K | $2.5M |
| Inspire Advisors, LLC | 73K | $2.5M |
| Peak6 LLC | 45K | $1.5M |
| Pensiondanmark Pensionsforsikringsaktieselskab | 41K | $1.4M |
| Cwa Asset Management Group, LLC | 37K | $1.3M |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Lansforsakringar Fondforvaltning AB (Publ) | 1.3M | $47.7M |
| Qube Research & Technologies LtdHedge fund | 665K | $24.2M |
| Callodine Capital Management, LP | 387K | $14.1M |
| Rpg Investment Advisory, LLC | 285K | $10.4M |
| Sourcerock Group LLC | 269K | $9.8M |
| Picton Mahoney Asset Management | 196K | $7.1M |
| Caisse De Depot Et Placement Du Quebec | 185K | $6.7M |
| Covalis Capital LLP | 132K | $4.8M |
| Tudor Investment Corp Et AlHedge fund | 112K | $4.1M |
| Schonfeld Strategic Advisors LLCHedge fund | 97K | $3.5M |
Who holds the shares
- Institutions reporting
- 618
- Ten largest holders
- 49.0% of 13F-reported shares
- Index fund managers
- 33.5% of 13F-reported shares
- Active managers and hedge funds
- 27.5% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 24 | 36 | 4 | 7 | −744K | −1.3% |
| Index fund managers | 8 | 3 | 0 | 0 | +1.8M | +2.6% |
| Other institutions | 310 | 192 | 83 | 60 | +5.7M | +8.1% |