UGI Corp

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Calamos Advisors LLC

INCREASED

Shares45,145,000 from 20,145,000

Change+25,000,000 (+124%)

Value$61.5M (+$34.6M)

Filed 2026-11-02

Thrivent Financial for Lutherans

DECREASED

Shares4,976,000 from 5,676,000

Change-700,000 (-12%)

Value$6.9K (-$768)

Filed 2026-11-05

Axxion S.A.

UNCHANGED

Shares400,000 from 400,000

Change0 (0%)

Value$553.7K (-$58.9K)

Filed 2026-10-22

Bank of New York Mellon Corp

UNCHANGED

Shares150,000 from 150,000

Change0 (0%)

Value$204.5K (+$2.3K)

Filed 2026-11-05

Citigroup Inc

CLOSED

Shares0 from 3,521,000

Change-3,521,000 (-100%)

Value$0 (-$4.7M)

Filed 2026-11-04

Point72 Asset Management, L.P.

N/A

Shares— from 122,610,000

Change-122,610,000 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 89,500,000

Change-89,500,000 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 77,139,000

Change-77,139,000 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 60,240,000

Change-60,240,000 (-100%)

Value—

Tenor Capital Management Co., L.P.

N/A

Shares— from 56,416,000

Change-56,416,000 (-100%)

Value—

Opti Capital Management, LP

N/A

Shares— from 55,000,000

Change-55,000,000 (-100%)

Value—

Alberta Investment Management Corp

N/A

Shares— from 40,000,000

Change-40,000,000 (-100%)

Value—

Aequim Alternative Investments LP

N/A

Shares— from 40,000,000

Change-40,000,000 (-100%)

Value—

DeepCurrents Investment Group LLC

N/A

Shares— from 25,000,000

Change-25,000,000 (-100%)

Value—

HG Vora Capital Management, LLC

N/A

Shares— from 18,380,000

Change-18,380,000 (-100%)

Value—

State Street Corp

N/A

Shares— from 17,887,000

Change-17,887,000 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 16,000,000

Change-16,000,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 14,600,000

Change-14,600,000 (-100%)

Value—

Sculptor Capital LP

N/A

Shares— from 10,000,000

Change-10,000,000 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 10,000,000

Change-10,000,000 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 9,544,000

Change-9,544,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 8,731,000

Change-8,731,000 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 8,400,000

Change-8,400,000 (-100%)

Value—

FMR LLC

N/A

Shares— from 6,575,000

Change-6,575,000 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 6,000,000

Change-6,000,000 (-100%)

Value—

Nicholas Investment Partners, LP

N/A

Shares— from 3,250,000

Change-3,250,000 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 2,600,000

Change-2,600,000 (-100%)

Value—

Lombard Odier Asset Management (Europe) Ltd

N/A

Shares— from 1,750,000

Change-1,750,000 (-100%)

Value—

Kohlberg Kravis Roberts & Co. L.P.

N/A

Shares— from 415,000

Change-415,000 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 413,000

Change-413,000 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 400,000

Change-400,000 (-100%)

Value—

Loomis Sayles & Co L P

N/A

Shares— from 344,565

Change-344,565 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 145,000

Change-145,000 (-100%)

Value—

	Status
Calamos Advisors LLC	INCREASED	45,145,000	20,145,000	+25,000,000	+124%	$27.0M	$61.5M	+$34.6M	2026-11-02
Thrivent Financial for Lutherans	DECREASED	4,976,000	5,676,000	-700,000	-12%	$7.6K	$6.9K	-$768	2026-11-05
Axxion S.A.	UNCHANGED	400,000	400,000	0	0%	$612.6K	$553.7K	-$58.9K	2026-10-22
Bank of New York Mellon Corp	UNCHANGED	150,000	150,000	0	0%	$202.2K	$204.5K	+$2.3K	2026-11-05
Citigroup Inc	CLOSED	0	3,521,000	-3,521,000	-100%	$4.7M	$0	-$4.7M	2026-11-04
Point72 Asset Management, L.P.	N/A	—	122,610,000	-122,610,000	-100%	$163.9M	—	—	—
Citadel Advisors LLC	N/A	—	89,500,000	-89,500,000	-100%	$119.8M	—	—	—
Millennium Management LLC	N/A	—	77,139,000	-77,139,000	-100%	$103.2M	—	—	—
Weiss Asset Management LP	N/A	—	60,240,000	-60,240,000	-100%	$80.7M	—	—	—
Tenor Capital Management Co., L.P.	N/A	—	56,416,000	-56,416,000	-100%	$75.9M	—	—	—
Opti Capital Management, LP	N/A	—	55,000,000	-55,000,000	-100%	$74.0M	—	—	—
Alberta Investment Management Corp	N/A	—	40,000,000	-40,000,000	-100%	$53.6M	—	—	—
Aequim Alternative Investments LP	N/A	—	40,000,000	-40,000,000	-100%	$53.6M	—	—	—
DeepCurrents Investment Group LLC	N/A	—	25,000,000	-25,000,000	-100%	$33.5M	—	—	—
HG Vora Capital Management, LLC	N/A	—	18,380,000	-18,380,000	-100%	$24.8M	—	—	—
State Street Corp	N/A	—	17,887,000	-17,887,000	-100%	$23.9M	—	—	—
BNP Paribas Financial Markets	N/A	—	16,000,000	-16,000,000	-100%	$21.4M	—	—	—
BlackRock, Inc.	N/A	—	14,600,000	-14,600,000	-100%	$19.5M	—	—	—
Sculptor Capital LP	N/A	—	10,000,000	-10,000,000	-100%	$13.4M	—	—	—
Bank of Montreal	N/A	—	10,000,000	-10,000,000	-100%	$12.9M	—	—	—
Advent Capital Management	N/A	—	9,544,000	-9,544,000	-100%	$12.8M	—	—	—
Wells Fargo & Company	N/A	—	8,731,000	-8,731,000	-100%	$11.8M	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	8,400,000	-8,400,000	-100%	$11.2M	—	—	—
FMR LLC	N/A	—	6,575,000	-6,575,000	-100%	$8.8M	—	—	—
Ameriprise Financial Inc	N/A	—	6,000,000	-6,000,000	-100%	$8.1M	—	—	—
Nicholas Investment Partners, LP	N/A	—	3,250,000	-3,250,000	-100%	$4.3M	—	—	—
Invesco Ltd.	N/A	—	2,600,000	-2,600,000	-100%	$3.5M	—	—	—
Lombard Odier Asset Management (Europe) Ltd	N/A	—	1,750,000	-1,750,000	-100%	$2.4M	—	—	—
Kohlberg Kravis Roberts & Co. L.P.	N/A	—	415,000	-415,000	-100%	$556.0K	—	—	—
JPMorgan Chase & Co	N/A	—	413,000	-413,000	-100%	$558.2K	—	—	—
Ares Systematic Credit Ltd	N/A	—	400,000	-400,000	-100%	$539.3K	—	—	—
Loomis Sayles & Co L P	N/A	—	344,565	-344,565	-100%	$11.9M	—	—	—
SSI Investment Management LLC	N/A	—	145,000	-145,000	-100%	$194.0K	—	—	—

Showing 33 of 33 institutions