Ultrapar Participações Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of UGPD?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	19,660,969	1.81%
Institutions	338,191,100	31.1%
Private Companies	365,264,672	33.5%
General Public	365,939,886	33.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 63.96% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
25.7%	Ultrapar Participações S.A.	279,593,690	US$1.1b	0.29%	no data
7.87%	Parth Investments Company, LLC	85,667,912	US$340.5m	0%	no data
5.62%	BlackRock, Inc.	61,242,409	US$243.4m	-25.9%	no data
5.17%	Canada Pension Plan Investment Board	56,341,152	US$223.9m	0%	0.27%
3.86%	Squadra Investments – Gestao de Recursos Ltda.	42,050,000	US$167.1m	0%	6.27%
3.01%	The Vanguard Group, Inc.	32,749,690	US$130.2m	0.02%	no data
1.67%	Guepardo Investimentos Ltda.	18,225,898	US$72.4m	0%	20.83%
1.53%	Bizma Investimentos Ltda	16,708,667	US$66.4m	0%	47.39%
1.52%	Marcos Lutz	16,538,919	US$65.7m	30.1%	no data
1.35%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	14,745,360	US$58.6m	-8.91%	0.02%
0.98%	Dimensional Fund Advisors LP	10,719,921	US$42.6m	5.47%	0.01%
0.83%	Third Avenue Management LLC	9,030,258	US$35.9m	13.3%	2.8%
0.72%	Wellington Management Group LLP	7,830,006	US$31.1m	-7.4%	0.01%
0.63%	Patria Investimentos Ltda	6,883,500	US$27.4m	0%	2.5%
0.58%	Charles Schwab Investment Management, Inc.	6,293,814	US$25.0m	-6.56%	0.01%
0.42%	Fundação dos Economiários Federais	4,577,749	US$18.2m	0%	0.94%
0.42%	Norges Bank Investment Management	4,561,732	US$18.1m	0%	no data
0.3%	Itau Unibanco S.A., Asset Management Arm	3,311,403	US$13.2m	-10%	0.19%
0.3%	Northern Trust Global Investments	3,254,122	US$12.9m	-1.17%	no data
0.27%	BB Gestão de Recursos-Distribuidora de Títulos e Valores Mobiliários S.A.	2,908,386	US$11.6m	-0.61%	0.3%
0.26%	Geode Capital Management, LLC	2,805,003	US$11.1m	-0.73%	no data
0.25%	Arrowstreet Capital, Limited Partnership	2,746,762	US$10.9m	11.6%	0.01%
0.25%	State Street Global Advisors, Inc.	2,710,419	US$10.8m	0.48%	no data
0.25%	Bradesco Asset Management S.A. Distribuidora de Títulos e Valores Mobiliários	2,671,075	US$10.6m	-16.6%	0.46%
0.22%	Acadian Asset Management LLC	2,437,490	US$9.7m	9.41%	0.03%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2023/07/11 09:34
End of Day Share Price	2023/04/14 00:00
Earnings	2023/03/31
Annual Earnings	2022/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Ultrapar Participações S.A. is covered by 24 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Daniel Cobucci	BB Banco de Investimento S.A.
Leonardo Marcondes	BofA Global Research
Vicente Falanga Neto	Bradesco S.A. Corretora de Títulos e Valores Mobiliários