Institutional Ownership Ultrapar Holdings Inc (UGP)
This table provides information about the institutional ownership of Ultrapar Holdings Inc (UGP). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 62.4 Million shares, which have been reported (via 13F filing form) to have a value of $204 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
23,364
shares
|
$76,400
0.0% of portfolio
|
Q1 2025
Added 120.1%
|
|
|
Ethic Inc.
New York, NY |
May 13, 2025 Q1 2025 |
22,982
shares
|
$75,151
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
22,743
shares
|
$74,369
0.0% of portfolio
|
Q3 2022
Reduced 12.14%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
22,743
shares
|
$74,369
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
22,348
shares
|
$73,077
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
21,728
shares
|
$71,050
0.02% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
21,295
shares
|
$69,634
0.0% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
20,817
shares
|
$68,071
0.0% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
18,696
shares
|
$61,135
0.0% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
17,996
shares
|
$58,846
0.0% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
17,939
shares
|
$58,660
0.0% of portfolio
|
Q1 2025
Added 30.37%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jun 03, 2025 Q1 2025 |
17,364
shares
|
$56,780
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
17,210
shares
|
$56,276
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
17,159
shares
|
$56,109
0.01% of portfolio
|
Q1 2025
Reduced 54.19%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
15,656
shares
|
$51,195
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
14,745
shares
|
$48,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
14,622
shares
|
$47,813
0.0% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
13,659
shares
|
$44,664
0.0% of portfolio
|
Q1 2025
Reduced 33.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
12,871
shares
|
$42,088
0.0% of portfolio
|
Q1 2025
Added 72.81%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
12,831
shares
|
$41,957
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,782
shares
|
$38,527
0.0% of portfolio
|
Q4 2023
Reduced 74.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
11,502
shares
|
$37,611
0.0% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
11,371
shares
|
$37,183
0.0% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
9,463
shares
|
$30,944
0.0% of portfolio
|
Q1 2025
Added 55.56%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
6,635
shares
|
$21,696
0.0% of portfolio
|
Q1 2025
Added 83.69%
|