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 136 institutions that hold shares in the stock, with a total of 58.7 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
330
shares
|
$1,376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
253
shares
|
$1,055
0.0% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
236
shares
|
$984
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
213
shares
|
$888
0.0% of portfolio
|
Q2 2025
Reduced 93.17%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
134
shares
|
$558
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
99
shares
|
$412
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
64
shares
|
$266
0.0% of portfolio
|
Q2 2024
Reduced 21.95%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
57
shares
|
$237
0.0% of portfolio
|
Q3 2025
Added 185.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
41
shares
|
$170
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|