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 UGP N?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	22,652,972	2.08%
General Public	339,959,859	31.2%
Institutions	361,824,130	33.2%
Private Companies	365,261,602	33.5%

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

Top Shareholders

Top 25 shareholders own 63.02% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
25.7%	Ultra S.A. Participações	279,593,690	Mex$20.6b	0%	no data
7.86%	Parth Investments Company, LLC	85,667,912	Mex$6.3b	0%	no data
5.6%	BlackRock, Inc.	61,055,212	Mex$4.5b	-13.3%	no data
5.17%	Canada Pension Plan Investment Board	56,341,152	Mex$4.2b	0%	0.15%
4.38%	Squadra Investments – Gestao de Recursos Ltda.	47,746,539	Mex$3.5b	13.6%	8.44%
3.08%	The Vanguard Group, Inc.	33,600,250	Mex$2.5b	0.55%	no data
1.81%	Guepardo Investimentos Ltda.	19,697,080	Mex$1.5b	0%	20.52%
1.68%	Marcos Lutz	18,258,579	Mex$1.3b	10.4%	no data
1.29%	Bizma Investimentos Ltda	14,079,999	Mex$1.0b	0%	24.16%
0.83%	Dimensional Fund Advisors LP	9,020,137	Mex$664.4m	-6.6%	0.01%
0.6%	Acadian Asset Management LLC	6,548,224	Mex$482.3m	3.47%	0.07%
0.51%	Norges Bank Investment Management	5,608,441	Mex$413.1m	0%	no data
0.51%	Itau Unibanco S.A., Asset Management Arm	5,527,388	Mex$407.1m	4.88%	0.45%
0.48%	Safra Asset Management Ltda.	5,200,197	Mex$383.0m	0%	5.71%
0.41%	Patria Investimentos Ltda	4,443,600	Mex$327.3m	-3.46%	1.38%
0.38%	Arrowstreet Capital, Limited Partnership	4,090,627	Mex$301.3m	18%	0.01%
0.37%	Charles Schwab Investment Management, Inc.	4,072,471	Mex$300.0m	-0.77%	no data
0.36%	AQR Capital Management, LLC	3,945,668	Mex$290.6m	-0.72%	0.03%
0.35%	State Street Global Advisors, Inc.	3,786,907	Mex$278.9m	14.5%	no data
0.3%	Nucleo Capital Ltda.	3,321,823	Mex$244.7m	0%	3.22%
0.3%	Geode Capital Management, LLC	3,284,270	Mex$241.9m	0.97%	no data
0.3%	Fundação dos Economiários Federais	3,246,749	Mex$239.2m	0%	1.12%
0.29%	Third Avenue Management LLC	3,197,257	Mex$235.5m	-41.1%	1.05%
0.26%	BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A.	2,835,986	Mex$208.9m	1.18%	0.25%
0.23%	BTG Pactual Asset Management SA Distribuidora de Títulos e Valores Mobiliários	2,538,445	Mex$187.0m	3.26%	0.14%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/07/13 06:46
End of Day Share Price	2024/04/15 00:00
Earnings	2024/03/31
Annual Earnings	2023/12/31

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