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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,920
shares
|
$19,358
0.0% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,677
shares
|
$18,563
0.0% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5,382
shares
|
$17,599
0.0% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
5,223
shares
|
$17,079
0.0% of portfolio
|
Q4 2024
Added 25.54%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,085
shares
|
$16,627
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,786
shares
|
$15,650
0.0% of portfolio
|
Q1 2025
Added 14.09%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
4,582
shares
|
$14,983
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
3,903
shares
|
$12,762
0.0% of portfolio
|
Q4 2024
Reduced 27.55%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
3,518
shares
|
$11,503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,120
shares
|
$10,202
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,101
shares
|
$10,140
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,000
shares
|
$9,810
0.0% of portfolio
|
Q4 2024
Added 1061.33%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
2,849
shares
|
$9,316
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,209
shares
|
$3,953
0.0% of portfolio
|
Q4 2024
Reduced 47.04%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
594
shares
|
$1,942
0.0% of portfolio
|
Q1 2025
Added 189.76%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
576
shares
|
$1,883
0.0% of portfolio
|
Q1 2025
Reduced 32.55%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
330
shares
|
$1,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
253
shares
|
$827
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
154
shares
|
$503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
99
shares
|
$323
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
97
shares
|
$317
0.0% of portfolio
|
Q4 2024
Reduced 90.17%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
82
shares
|
$268
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
82
shares
|
$268
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
64
shares
|
$209
0.0% of portfolio
|
Q2 2024
Reduced 21.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
34
shares
|
$111
0.0% of portfolio
|
Q1 2025
Reduced 17.07%
|