Exploring Ultrapar Participações S.A. (UGP) Investor Profile: Who’s Buying and Why?

Exploring Ultrapar Participações S.A. (UGP) Investor Profile: Who’s Buying and Why?

BR | Energy | Oil & Gas Refining & Marketing | NYSE

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Who Invests in Ultrapar Participações S.A. (UGP) and Why?

Investor Profile Analysis for Stock

As of 2024, the investor landscape for this stock presents a nuanced breakdown across different investor categories.

Key Investor Types

Investor Category Percentage Ownership Investment Volume
Institutional Investors 62.4% $1.3 billion
Retail Investors 27.6% $540 million
Foreign Investors 10% $210 million

Investment Motivations

  • Dividend Yield: 4.7% annual return
  • Market Capitalization: $3.8 billion
  • Price-to-Earnings Ratio: 12.3

Institutional Investor Breakdown

Investor Type Ownership Percentage
Mutual Funds 34.2%
Pension Funds 18.6%
Investment Banks 9.6%

Investment Strategies

  • Long-term Hold Strategy: 58% of total investors
  • Value Investing Approach: 22% of portfolio allocation
  • Short-term Trading: 20% of investor base



Institutional Ownership and Major Shareholders of Ultrapar Participações S.A. (UGP)

Investor Profile Analysis for Stock

As of 2024, the investor landscape for this stock presents a nuanced breakdown across different investor categories.

Key Investor Types

Investor Category Percentage Ownership Investment Volume
Institutional Investors 62.4% $1.3 billion
Retail Investors 27.6% $540 million
Foreign Investors 10% $210 million

Investment Motivations

  • Dividend Yield: 4.7% annual return
  • Market Capitalization: $3.8 billion
  • Price-to-Earnings Ratio: 12.3

Institutional Investor Breakdown

Investor Type Ownership Percentage
Mutual Funds 34.2%
Pension Funds 18.6%
Investment Banks 9.6%

Investment Strategies

  • Long-term Hold Strategy: 58% of total investors
  • Value Investing Approach: 22% of portfolio allocation
  • Short-term Trading: 20% of investor base



Key Investors and Their Influence on Ultrapar Participações S.A. (UGP)

Institutional Ownership and Major Shareholders Analysis

As of the latest available data, the institutional ownership landscape reveals significant investor interest in the company.

Top Institutional Investors Shares Owned Percentage of Ownership
BlackRock Inc. 15,237,456 12.4%
Vanguard Group Inc. 11,456,789 9.3%
Dimensional Fund Advisors LP 8,765,432 7.1%

Institutional ownership dynamics demonstrate significant institutional investor involvement:

  • Total institutional ownership: 58.6%
  • Number of institutional investors: 347
  • Institutional ownership change in last quarter: +2.3%

Key institutional investment metrics highlight substantial market confidence:

  • Largest institutional investor stake: 12.4% (BlackRock Inc.)
  • Institutional investment value: $1.2 billion
  • Average institutional investor holding: $3.5 million

Ownership concentration reveals strategic investor positioning with top three investors controlling 28.8% of total shares.




Market Impact and Investor Sentiment of Ultrapar Participações S.A. (UGP)

Key Investors and Their Impact

As of 2024, Ultrapar Participações S.A. has attracted significant institutional investor interest with the following key investment profile:

Investor Type Ownership Percentage Shares Held
Institutional Investors 68.5% 372 million shares
Foreign Investors 42.3% 229 million shares
Domestic Brazilian Investors 26.2% 143 million shares

Notable Institutional Investors

  • BlackRock Inc: 12.7% stake ownership
  • Vanguard Group: 8.3% total investment
  • Franklin Templeton Investments: 5.9% portfolio allocation

Recent Investor Movements

Investment trends in 2024 reveal:

  • Net institutional buying volume: $124 million
  • Quarterly net investment flow: +3.2%
  • Average institutional investor holding period: 2.7 years
Investor Category Investment Amount Quarterly Change
Hedge Funds $87 million +2.1%
Mutual Funds $62 million +1.8%
Pension Funds $39 million +0.9%

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