Ufp IndustriesUFPI

13F holders, Q1 2024 (March 31)
423holders
8famous investors
$122.92avg. 13F price*

At the end of Q1 2024, 423 institutions reported holding Ufp Industries Inc. (UFPI) in their 13F filings. The largest holders were BlackRock Inc. ($1.0B), Vanguard Group Inc. ($845.7M) and Kayne Anderson Rudnick Investment Management LLC ($393.1M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Ufp Industries Inc.
CUSIP
90278Q108
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 423Q1 2024Q2 2024: 425Q2 2024Q3 2024: 439Q3 2024Q4 2024: 439Q4 2024Q1 2025: 436Q1 2025Q2 2025: 432Q2 2025Q3 2025: 414Q3 2025Q4 2025: 412Q4 2025Q1 2026: 397Q1 2026Q2 2026: 386Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions67$80.5M
Exits30$52.9M

Ownership 423 holders

BlackRock Inc. 0.02% Reduce -3.8% 8,184,386 $1.0B
Vanguard Group Inc. 0.02% Reduce -0.1% 6,875,406 $845.7M
Kayne Anderson Rudnick Investment Management LLC 0.91% Add +1.4% 3,195,992 $393.1M
Dimensional Fund Advisors LP 0.08% Reduce -4.8% 2,288,661 $281.5M
State Street Corp. 0.01% Add +3.1% 2,218,928 $273.0M
Geode Capital Management, LLC 0.02% Add +2.4% 1,454,786 $179.0M
FMR LLC 0.01% Add +37.8% 1,411,078 $173.6M
Franklin Resources Inc. 0.05% Add +5.3% 1,351,025 $166.2M
T. Rowe Price Investment Management, Inc. 0.10% Reduce -6.2% 1,342,566 $165.2M
Victory Capital Management Inc. 0.14% Reduce -4.3% 1,176,795 $144.8M
Northern Trust Corp. 0.02% Reduce -8.9% 976,194 $120.1M
Allspring Global Investments Holdings, LLC 0.17% Reduce -2.6% 866,098 $106.5M
Norges Bank 0.01% Add +10.2% 762,720 $93.8M
Charles Schwab Investment Management Inc. 0.02% Add +1.0% 761,147 $93.6M
T. Rowe Price Associates Inc. 0.01% Add +0.8% 738,608 $90.9M
JPMorgan Chase & Co. 0.01% Add +5.0% 672,555 $82.7M
Royce & Associates LP 0.74% Reduce -4.1% 671,317 $82.6M
Bank of New York Mellon Corp 0.02% Reduce -4.2% 654,201 $80.5M
Invesco Ltd. 0.02% Add +23.3% 600,756 $73.9M
Copeland Capital Management, LLC 1.20% Add +2.4% 537,937 $66.2M
AQR Capital Management 0.10% Reduce -9.8% 495,669 $60.9M
Morgan Stanley 0.00% Add +10.7% 475,235 $58.5M
Goldman Sachs Group Inc. 0.01% Reduce -21.9% 447,781 $55.1M
GW&K Investment Management, LLC 0.48% Reduce -2.1% 443,814 $54.6M
Pictet Asset Management Holding SA 0.06% Reduce -45.2% 421,595 $51.9M
Wells Fargo & Company 0.01% Add +1.2% 417,129 $51.3M
First Trust Advisors LP 0.05% Add +39.0% 404,748 $49.8M
Capital International Investors 0.01% No change 333,295 $41.0M
Wasatch Advisors LP 0.21% Reduce -0.7% 332,020 $40.8M
Bank of America Corp. 0.00% Add +81.9% 303,564 $37.3M
Loomis Sayles & Co. L P 0.05% Reduce -1.9% 280,545 $34.5M
Ameriprise Financial Inc. 0.01% Add +6.9% 254,526 $31.3M
Principal Financial Group Inc. 0.02% Add +1.4% 251,607 $31.0M
Henrickson Nauta Wealth Advisors, Inc. 12.80% Add +82.3% 252,893 $29.0M
Rhumbline Advisers 0.03% Reduce -0.8% 223,923 $27.5M
Citadel Advisors 0.03% Add +31.1% 221,270 $27.2M
American Century Companies Inc. 0.02% Reduce -0.6% 202,985 $25.0M
Kennedy Capital Management LLC 0.51% Add +3.3% 199,827 $24.6M
Nuveen Asset Management, LLC 0.01% Reduce -39.2% 199,105 $24.5M
Mutual of America Capital Management LLC 0.26% Reduce -4.3% 193,230 $23.8M
Allianz Asset Management GmbH 0.04% Reduce -19.0% 181,366 $22.3M
Alliancebernstein L.P. 0.01% Reduce -1.5% 180,385 $22.2M
Raymond James & Associates 0.01% Reduce -4.4% 179,864 $22.1M
Arrowstreet Capital, Limited Partnership 0.02% Add +204.5% 177,464 $21.8M
Millennium Management 0.02% New 168,780 $20.8M
Assenagon Asset Management S.A. 0.05% New 148,322 $18.2M
Legal & General Group Plc 0.01% Add +2.5% 143,922 $17.7M
Barclays PLC 0.01% Reduce -24.8% 132,356 $16.3M
Stifel Financial Corp. 0.02% Add +52.0% 129,985 $16.0M
Segall Bryant & Hamill, LLC 0.29% Reduce -2.9% 127,543 $15.7M
UBS Group AG 0.01% Add +53.6% 126,278 $15.5M
Renaissance Technologies 0.02% Reduce -10.5% 124,709 $15.3M
Swiss National Bank 0.01% No change 121,850 $15.0M
North Point Portfolio Managers Corp. 2.49% Reduce -0.5% 119,641 $14.7M
California Public Employees Retirement System 0.01% Reduce -1.9% 118,798 $14.6M
Nordea Investment Management AB 0.02% Add +28.6% 114,762 $14.2M
Fisher Asset Management 0.01% Add +4.3% 114,911 $14.1M
American International Group, Inc. 0.05% Reduce -1.7% 110,936 $13.6M
Envestnet Asset Management Inc. 0.00% Reduce -20.7% 97,747 $12.0M
New York State Teachers Retirement System 0.02% Add +0.4% 94,892 $11.7M
Citigroup Inc. 0.01% Reduce -17.6% 88,778 $10.9M
Ziegler Capital Management, LLC 0.40% Add +99.9% 85,337 $10.5M
Wilmington Savings Fund Society, FSB 0.38% — 81,047 $10.0M
State of Wisconsin Investment Board 0.03% Reduce -11.1% 80,782 $9.9M
Sei Investments Co. 0.01% Add +16.7% 79,160 $9.7M
Healthcare of Ontario Pension Plan Trust Fund 0.03% Reduce -21.2% 78,000 $9.6M
Retirement Systems of Alabama 0.04% Add +0.3% 77,623 $9.5M
Manufacturers Life Insurance Company, The 0.01% Add +1.6% 74,032 $9.1M
Wedge Capital Management L L P 0.14% Add +17.2% 70,817 $8.7M
Moran Wealth Management, LLC 0.27% Reduce -0.5% 68,185 $8.4M
Credit Suisse AG/ 0.01% Add +4.3% 67,183 $8.3M
Advantage Alpha Capital Partners LP 1.49% Add +56.4% 64,472 $7.9M
MetLife Investment Management, LLC 0.05% Reduce -2.2% 63,539 $7.8M
Russell Investments Group, Ltd. 0.01% Reduce -9.5% 63,244 $7.8M
California State Teachers Retirement System 0.01% Reduce -4.9% 62,296 $7.7M
Tudor Investment Corporation 0.09% New 61,208 $7.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -2.1% 59,643 $7.3M
Man Group plc 0.02% Add +15.2% 58,407 $7.2M
Prudential Financial Inc. 0.01% Reduce -14.3% 57,927 $7.1M
Picton Mahoney Asset Management 0.29% New 56,825 $7.0M
Empowered Funds, LLC 0.13% Add +14.9% 56,562 $7.0M
Texas Permanent School Fund Corp. 0.05% Add +1.3% 54,098 $6.7M
Alps Advisors Inc. 0.05% Add +17.7% 53,747 $6.6M
Royal Bank of Canada 0.00% Reduce -18.6% 52,607 $6.5M
Qube Research & Technologies Ltd 0.01% Add +1478.9% 51,534 $6.3M
De Lisle Partners LLP 1.46% — 51,554 $6.3M
Bahl & Gaynor LLC 0.04% Add +0.4% 51,389 $6.3M
Nisa Investment Advisors, LLC 0.04% Reduce -0.1% 51,377 $6.3M
Granite Investment Partners, LLC 0.24% Reduce -3.5% 50,638 $6.2M
Janus Henderson Group PLC 0.00% Reduce -1.2% 47,856 $5.9M
QRG Capital Management, Inc. 0.07% Add +1.3% 47,109 $5.8M
Regions Financial Corp. 0.04% Add +14.0% 45,640 $5.6M
New York State Common Retirement Fund 0.01% Reduce -0.1% 44,630 $5.5M
Algert Global LLC 0.21% Reduce -2.7% 43,959 $5.4M
Martingale Asset Management L P 0.10% Add +0.3% 42,184 $5.2M
Mercer Global Advisors Inc. 0.01% Add +3.3% 41,903 $5.2M
Guggenheim Capital LLC 0.04% Add +150.3% 41,803 $5.1M
Balyasny Asset Management L.P. 0.01% Reduce -31.0% 41,373 $5.1M
Watchman Group, Inc. 1.52% Reduce -2.4% 41,010 $5.0M
Aptus Capital Advisors, LLC 0.11% Add +11.8% 40,727 $5.0M
Comerica Bank 0.02% Reduce -1.2% 39,168 $4.8M
Foundry Partners, LLC 0.26% Add +13.1% 39,107 $4.8M
CANADA LIFE ASSURANCE Co 0.01% Add +0.3% 38,766 $4.8M
Raymond James Financial Services Advisors, Inc. 0.01% Add +0.3% 38,480 $4.7M
Edgestream Partners, L.P. 0.22% Add +373.1% 36,608 $4.5M
Teacher Retirement System of Texas 0.03% Add +108.8% 36,278 $4.5M
Bridge City Capital, LLC 1.62% Add +0.8% 36,246 $4.5M
Amalgamated Bank 0.03% Reduce -8.7% 32,349 $4.0M
State of New Jersey Common Pension Fund D 0.01% No change 30,692 $3.8M
Deutsche Bank AG 0.00% Reduce -51.0% 30,647 $3.8M
Hantz Financial Services, Inc. 0.07% Reduce -8.8% 30,402 $3.7M
Ensign Peak Advisors, Inc 0.01% Add +6.3% 29,614 $3.6M
Yousif Capital Management, LLC 0.04% Reduce -3.9% 29,239 $3.6M
Los Angeles Capital Management LLC 0.01% Add +5.3% 28,238 $3.5M
Van Eck Associates Corp. 0.01% Add +53.7% 27,528 $3.4M
Rockefeller Capital Management L.P. 0.01% Add +14.0% 27,273 $3.4M
Brandywine Global Investment Management, LLC 0.02% Add +51.8% 26,352 $3.2M
Ontario Teachers Pension Plan Board 0.03% Add +52.2% 24,725 $3.0M
Natixis Advisors, LLC 0.01% Add +6.0% 24,473 $3.0M
GMO 0.01% Reduce -21.8% 24,094 $3.0M
Vestmark Advisory Solutions, Inc. 0.13% Reduce -0.9% 23,914 $2.9M
NewEdge Wealth, LLC 0.06% Reduce -0.7% 24,087 $2.8M
Great Lakes Advisors, LLC 0.02% Reduce -16.5% 22,476 $2.8M
Harfst & Associates, Inc. 0.65% Reduce -11.9% 22,221 $2.7M
Duality Advisers, LP 0.27% Add +763.5% 21,960 $2.7M
Creative Planning 0.00% Add +9.5% 21,677 $2.7M
Cresset Asset Management, LLC 0.01% Add +12.3% 21,645 $2.7M
Canada Pension Plan Investment Board 0.00% New 21,200 $2.6M
Jane Street Group, LLC 0.00% Reduce -73.8% 20,900 $2.6M
Illinois Municipal Retirement Fund 0.04% Reduce -29.2% 20,416 $2.5M
Teachers Retirement System of the State of Kentucky 0.02% No change 20,133 $2.5M
Ameritas Investment Partners, Inc. 0.08% No change 19,732 $2.4M
Summit Global Investments 0.18% Reduce -8.2% 19,491 $2.4M
Cadence Bank 0.17% Add +0.6% 19,464 $2.4M
Voya Investment Management LLC 0.00% Reduce -18.2% 19,339 $2.4M
Seizert Capital Partners, LLC 0.11% Reduce -33.5% 18,972 $2.3M
O'shaughnessy Asset Management, LLC 0.03% Add +4.6% 18,455 $2.3M
Gotham Asset Management 0.03% Add +19.7% 18,377 $2.3M
NorthCrest Asset Manangement, LLC 0.07% Reduce -2.5% 17,800 $2.2M
Louisiana State Employees Retirement System 0.04% Add +2.3% 17,800 $2.2M
Tidal Investments LLC 0.04% Add +9.6% 17,499 $2.2M
D.A. Davidson & Co. 0.02% Reduce -5.6% 17,403 $2.1M
Rafferty Asset Management, LLC 0.01% Reduce -9.2% 17,260 $2.1M
Arizona State Retirement System 0.01% Reduce -1.8% 16,988 $2.1M
Corient Private Wealth LP 0.00% Add +0.6% 16,934 $2.1M
Bridgewater Advisors Inc. 0.31% No change 16,759 $2.1M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -5.9% 25,949 $2.0M
Thrivent Financial for Lutherans 0.00% Add +0.3% 15,490 $1.9M
Ironwood Investment Management LLC 0.92% Reduce -0.2% 15,299 $1.9M
Oregon Public Employees Retirement Fund 0.04% Reduce -12.6% 15,261 $1.9M
State of Michigan Retirement System 0.01% Add +2.7% 15,200 $1.9M
South Dakota Investment Council 0.04% Reduce -3.9% 14,893 $1.8M
State of Tennessee, Department of Treasury 0.01% Reduce -59.9% 14,876 $1.8M
Pacer Advisors, Inc. 0.00% Add +19.6% 14,726 $1.8M
STRS Ohio 0.01% Reduce -10.4% 14,700 $1.8M
Cubist Systematic Strategies, LLC 0.02% New 14,625 $1.8M
Meeder Asset Management Inc. 0.11% Add +211.2% 14,451 $1.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.2% 14,299 $1.8M
Johnson Investment Counsel Inc. 0.02% No change 14,125 $1.7M
ProShare Advisors LLC 0.00% Add +4.7% 13,816 $1.7M
LPL Financial LLC 0.00% Add +1.8% 13,794 $1.7M
Northwestern Mutual Investment Management Company, LLC 0.04% Add +0.3% 13,787 $1.7M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.2% 13,673 $1.7M
State Board of Administration of Florida Retirement System 0.00% Add +21.5% 20,890 $1.7M
QSV Equity Investors LLC 1.50% Add +0.8% 12,711 $1.6M
New Mexico Educational Retirement Board 0.06% No change 12,600 $1.6M
KBC Group NV 0.00% Reduce -35.4% 11,825 $1.5M
Truist Financial Corp. 0.00% Add +3.0% 11,584 $1.4M
Capital Fund Management S.A. 0.02% New 11,419 $1.4M
Two Sigma Advisers, LP 0.00% Reduce -0.9% 11,400 $1.4M
Cubic Asset Management, LLC 0.33% Reduce -7.4% 11,315 $1.4M
Arete Wealth Advisors, LLC 0.13% Add +12.8% 12,128 $1.4M
Legacy Trust 0.34% Add +1.1% 11,009 $1.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +49.8% 10,999 $1.4M
Legato Capital Management LLC 0.16% No change 10,933 $1.3M
CX Institutional 0.06% Reduce -15.5% 10,926 $1.3M
Vestcor Inc 0.05% Reduce -27.7% 10,835 $1.3M
Neuberger Berman Group LLC 0.00% Add +26.8% 10,778 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -6.9% 10,653 $1.3M
Bank of Montreal 0.00% Add +83.3% 10,224 $1.3M
Kestra Advisory Services, LLC 0.01% Reduce -1.4% 10,194 $1.3M
Cascade Investment Advisors, Inc. 0.81% Reduce -1.3% 10,099 $1.2M
Abacus FCF Advisors LLC 0.31% Reduce -2.8% 9,992 $1.2M
Acadian Asset Management LLC 0.00% New 9,877 $1.2M
Seven Eight Capital, LP 0.13% New 9,831 $1.2M
Versor Investments LP 0.24% New 9,800 $1.2M
Trexquant Investment LP 0.02% New 9,660 $1.2M
Modera Wealth Management, LLC 0.02% Add +0.1% 9,657 $1.2M
Handelsbanken Fonder AB 0.00% No change 9,295 $1.1M
Squarepoint Ops LLC 0.00% New 9,288 $1.1M
Jennison Associates LLC 0.00% Add +3.0% 9,207 $1.1M
Xponance LLC 0.01% Reduce -3.3% 8,782 $1.1M
DekaBank Deutsche Girozentrale 0.00% No change 8,673 $1.1M
B. Metzler seel. Sohn & Co. AG 0.01% Reduce -69.7% 8,483 $1.0M
Claro Advisors Inc. 0.18% No change 8,411 $1.0M
Massachusetts Financial Services Co. 0.00% New 8,390 $1.0M
Advisory Research Inc. 0.20% Reduce -5.3% 8,351 $1.0M
Mackenzie Financial Corp. 0.00% Reduce -3.8% 8,252 $1.0M
Federated Hermes, Inc. 0.00% Reduce -4.0% 8,094 $996K
ExodusPoint Capital Management, LP 0.01% New 8,052 $990K
Legacy Wealth Asset Management, LLC 0.27% Add +0.6% 7,972 $981K
Capstone Investment Advisors, LLC 0.03% Add +131.6% 7,830 $963K
Alberta Investment Management Corp 0.01% No change 7,700 $947K
SummerHaven Investment Management, LLC 0.59% Add +1.1% 7,602 $935K
Synovus Financial Corp. 0.01% Reduce -7.9% 7,494 $922K
Verition Fund Management LLC 0.01% Add +18.9% 7,410 $912K
Vest Financial, LLC 0.02% Add +275.6% 7,204 $886K
Pathstone Holdings, LLC 0.00% Reduce -2.4% 7,182 $883K
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -23.3% 7,018 $863K
Fifth Third Bancorp 0.00% Add +1.2% 7,013 $863K
Susquehanna International Group, LLP 0.00% Reduce -82.6% 6,990 $860K
Dark Forest Capital Management LP 0.14% New 6,949 $855K
Cwm, LLC 0.00% Reduce -3.3% 6,932 $853K
Public Employees Retirement Association of Colorado 0.00% Reduce -6.6% 6,858 $844K
State of Alaska, Department of Revenue 0.01% Add +0.5% 6,705 $824K
Nations Financial Group Inc, /Ia/ 0.07% Add +25.7% 6,628 $815K
Commonwealth Equity Services, LLC 0.00% Reduce -18.8% 6,619 $814K
Commerce Bank 0.01% Add +2.3% 6,522 $802K
Blair William & Co. 0.00% Add +42.5% 6,509 $801K
Virtus Investment Advisers, LLC 0.58% No change 6,467 $796K
JLB & Associates Inc. 0.11% Add +41.3% 6,459 $795K
Vident Advisory, LLC 0.02% Add +7.8% 6,351 $781K
Yorktown Management & Research Co Inc 0.74% No change 6,300 $775K
Crossmark Global Holdings, Inc. 0.01% Add +1.6% 6,213 $765K
Unique Wealth Strategies, LLC 0.36% New 6,057 $745K
Cerity Partners LLC 0.00% New 5,974 $735K
Fortem Financial Group, LLC 0.32% Reduce -0.2% 5,958 $733K
Mariner, LLC 0.00% Reduce -0.1% 5,930 $729K
MAI Capital Management 0.01% Reduce -6.3% 5,911 $727K
Quantbot Technologies LP 0.04% New 5,904 $726K
Lazard Asset Management LLC 0.00% Reduce -26.5% 5,821 $715K
Empirical Finance, LLC 0.04% Add +0.8% 5,726 $704K
Kingsview Wealth Management, LLC 0.02% Add +27.1% 5,690 $700K
Duncker Streett & Co. Inc. 0.14% Reduce -81.1% 5,568 $685K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 5,546 $682K
Aviva PLC 0.00% Add +3.2% 5,522 $679K
WINTON GROUP Ltd 0.05% Reduce -3.9% 5,488 $675K
Campbell & CO Investment Adviser LLC 0.06% Reduce -15.0% 5,422 $667K
Westover Capital Advisors, LLC 0.20% No change 5,420 $667K
AIA Group Ltd 0.02% Reduce -48.4% 5,246 $645K
US Bancorp \de 0.00% Reduce -1.1% 5,160 $635K
Argent Capital Management LLC 0.02% Add +13.9% 5,133 $631K
HighTower Advisors, LLC 0.00% Reduce -1.7% 5,109 $629K
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 5,105 $628K
Aquatic Capital Management LLC 0.02% New 5,100 $627K
Securian Asset Management, Inc. 0.02% Reduce -4.0% 5,027 $618K
Hancock Whitney Corp. 0.02% Reduce -6.4% 5,020 $618K
Marks Group Wealth Management, Inc 0.06% No change 5,000 $615K
Roundview Capital LLC 0.05% No change 4,868 $599K
Wesbanco Bank Inc. 0.02% New 4,835 $595K
Jefferies Financial Group Inc. 0.01% Reduce -33.7% 4,828 $594K
Brevan Howard Capital Management LP 0.06% Reduce -0.5% 4,817 $593K
FORA Capital, LLC 0.05% New 4,807 $591K
Keybank National Association 0.00% Reduce -3.2% 4,800 $590K
Delta Asset Management LLC 0.05% No change 4,758 $585K
Shaker Investments LLC 0.24% New 4,545 $559K
PNC Financial Services Group, Inc. 0.00% Add +0.9% 4,483 $551K
MQS Management LLC 0.32% New 4,475 $550K
Measured Wealth Private Client Group, LLC 0.19% Add +6.8% 4,391 $540K
Captrust Financial Advisors 0.00% Reduce -47.6% 4,320 $531K
Argent Trust Co 0.02% Add +4.9% 4,214 $518K
Baird Financial Group, Inc. 0.00% Reduce -0.5% 4,115 $506K
AdvisorShares Investments LLC 0.09% No change 4,053 $499K
Raymond James Trust N.A. 0.01% Reduce -1.4% 4,018 $494K
Apollon Wealth Management, LLC 0.02% Reduce -9.0% 4,003 $492K
HRT Financial LP 0.00% New 3,966 $487K
Centiva Capital, LP 0.03% Reduce -23.6% 3,854 $474K
SG Americas Securities, LLC 0.00% Add +222.6% 3,781 $465K
Profund Advisors LLC 0.02% Add +8.4% 3,761 $463K
J. W. Coons Advisors, LLC 0.08% Reduce -17.4% 3,630 $447K
Meritage Portfolio Management 0.03% Reduce -5.5% 3,617 $445K
Dynamic Technology Lab Private Ltd 0.05% New 3,593 $442K
Kapitalo Investimentos Ltda 0.09% Add +7.0% 3,395 $418K
Ethic Inc. 0.01% Add +10.7% 3,310 $407K
Arkadios Wealth Advisors 0.03% Reduce -1.1% 3,249 $400K
Journey Strategic Wealth LLC 0.02% No change 3,241 $399K
Snowden Capital Advisors LLC 0.01% Reduce -1.8% 3,201 $394K
Systematic Alpha Investments, LLC 0.02% No change 3,200 $394K
Cambria Investment Management, L.P. 0.02% Reduce -8.2% 3,183 $392K
Penserra Capital Management LLC 0.00% Add +113.9% 3,177 $390K
Metropolitan Life Insurance Co 0.02% Reduce -7.3% 3,154 $388K
Bokf, NA 0.01% Add +108.0% 3,224 $387K
Evergreen Capital Management LLC 0.01% Add +4.4% 3,023 $372K
AlphaQuest LLC 0.06% New 3,006 $370K
State of Wyoming 0.06% Add +9.8% 2,955 $363K
Entropy Technologies, LP 0.04% New 2,955 $363K
Kolinsky Wealth Management, LLC 0.28% Add +0.1% 2,945 $362K
Integrated Advisors Network LLC 0.02% Reduce -17.0% 2,933 $361K
XTX Topco Ltd 0.05% New 2,922 $359K
Bessemer Group Inc. 0.00% Reduce -88.1% 2,898 $356K
Quantum Private Wealth, LLC 0.13% New 2,894 $356K
Public Employees Retirement System of Ohio 0.00% Reduce -0.9% 2,893 $356K
Shell Asset Management Co. 0.02% Reduce -9.2% 3,157 $354K
Integrated Wealth Concepts LLC 0.01% Reduce -9.1% 2,833 $348K
Metis Global Partners, LLC 0.01% No change 2,828 $348K
Cetera Investment Advisers 0.00% Add +27.4% 2,824 $347K
M&T Bank Corp 0.00% Add +11.0% 2,794 $344K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.3% 2,710 $333K
Shelton Capital Management 0.01% No change 2,679 $330K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +3.0% 2,643 $325K
Cim Investment Management Inc. 0.10% No change 2,592 $319K
Axq Capital, LP 0.08% Reduce -9.1% 2,590 $319K
Two Sigma Securities, LLC 0.02% New 2,581 $317K
Personal Cfo Solutions, LLC 0.05% Reduce -0.1% 2,565 $316K
Ellevest, Inc. 0.02% Add +9.8% 2,519 $310K
Benjamin Edwards Inc. 0.06% Add +2.8% 2,485 $306K
NewEdge Advisors, LLC 0.00% Reduce -13.6% 2,454 $302K
AlphaMark Advisors, LLC 0.10% New 2,425 $298K
Freedom Investment Management, Inc. 0.02% New 2,408 $296K
Forum Financial Management, LP 0.01% No change 2,386 $294K
SpiderRock Advisors, LLC 0.01% — 2,553 $292K
Lake Street Advisors Group, LLC 0.01% No change 2,368 $291K
Osaic Holdings, Inc. 0.00% Reduce -93.0% 2,354 $290K
Coldstream Capital Management Inc. 0.01% Add +3.0% 2,339 $288K
LSV Asset Management 0.00% No change 2,300 $283K
Olympiad Research LP 0.18% New 2,220 $273K
FourThought Financial Partners, LLC 0.03% Add +4.5% 2,214 $272K
Park Avenue Securities LLC 0.00% Reduce -46.1% 2,152 $265K
Prelude Capital Management, LLC 0.02% New 2,131 $262K
Caldwell Sutter Capital, Inc. 0.12% Add +109.6% 2,096 $258K
CWA Asset Management Group, LLC 0.02% New 2,087 $257K
CI Investments Inc. 0.00% Reduce -5.8% 2,067 $254K
HSBC Holdings PLC 0.00% New 1,970 $242K
MML Investors Services, LLC 0.00% Reduce -15.8% 1,947 $240K
Cim, LLC 0.04% Add +1.4% 1,949 $240K
Steward Partners Investment Advisory, LLC 0.00% Reduce -12.1% 1,948 $240K
Verdence Capital Advisors LLC 0.02% Add +10.4% 1,939 $238K
Twin Tree Management, LP 0.01% New 1,903 $234K
Roberts Glore & Co. Inc. 0.07% Reduce -7.3% 1,893 $233K
TFG Advisers LLC 0.09% Add +5.2% 1,871 $230K
Altus Wealth Group LLC 0.11% Reduce -11.2% 1,860 $229K
Robertson Stephens Wealth Management, LLC 0.01% New 1,815 $223K
CIBC Asset Management Inc 0.00% No change 1,740 $214K
Huntington National Bank 0.00% Add +12.2% 1,739 $214K
Royal London Asset Management Ltd. 0.00% No change 1,724 $212K
Stephens Inc. 0.00% Add +0.4% 1,716 $211K
RHS Financial, LLC 0.12% No change 1,680 $207K
Highland Capital Management, LLC 0.01% New 1,642 $202K
Harbor Capital Advisors, Inc. 0.02% New 1,535 $189K
Tower Research Capital LLC (TRC) 0.00% Reduce -85.4% 1,522 $187K
Laurel Wealth Advisors LLC 0.03% No change 1,286 $158K
Quadrant Capital Group LLC 0.01% Reduce -5.6% 1,278 $157K
Natixis 0.00% Reduce -0.9% 1,157 $142K
McIlrath & Eck, LLC 0.02% Add +24.7% 1,142 $140K
Covestor Ltd 0.08% Reduce -4.3% 952 $118K
CIBC Private Wealth Group LLC 0.00% New 778 $93K
ICA Group Wealth Management, LLC 0.02% No change 750 $92K
Signaturefd, LLC 0.00% Add +187.6% 719 $88K
Northwest & Ethical Investments L.P. 0.00% New 700 $86K
Northwestern Mutual Wealth Management Co. 0.00% New 691 $85K
Caitlin John, LLC 0.06% New 688 $85K
Amundi 0.00% New 607 $75K
Assetmark, Inc. 0.00% Reduce -36.0% 559 $69K
First Horizon Advisors, Inc. 0.00% Reduce -2.4% 529 $65K
Advisors Asset Management, Inc. 0.00% Add +8.6% 518 $64K
Virtus Fund Advisers, LLC 0.22% Add +14.6% 511 $63K
Optimum Investment Advisors 0.03% No change 480 $59K
Nomura Asset Management Co. Ltd. 0.00% No change 420 $52K
Catalyst Funds Management Pty Ltd 0.01% — 400 $49K
Eagle Bay Advisors LLC 0.03% No change 388 $48K
Blue Trust, Inc. 0.00% Reduce -36.7% 376 $46K
Principal Securities, Inc. 0.00% Reduce -84.0% 370 $46K
Quarry LP 0.02% New 369 $45K
City State Bank 0.02% No change 350 $43K
Tortoise Investment Management, LLC 0.01% No change 348 $43K
HM Payson & Co. 0.00% New 333 $41K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +167.9% 300 $37K
Arax Advisory Partners 0.00% Reduce -0.3% 286 $35K
GAMMA Investing LLC 0.01% Add +18.3% 278 $34K
Rise Advisors, LLC 0.02% New 269 $33K
Opal Wealth Advisors, LLC 0.01% New 268 $33K
EverSource Wealth Advisors, LLC 0.00% Add +4.4% 285 $32K
Silicon Valley Capital Partners 0.00% Add +0.4% 251 $31K
Concourse Financial Group Securities, Inc. 0.00% Reduce -62.4% 238 $29K
Parallel Advisors, LLC 0.00% Add +8.2% 237 $29K
Colonial Trust Co / SC 0.01% New 234 $29K
Contravisory Investment Management, Inc. 0.01% Add +7.9% 231 $28K
Plante Moran Financial Advisors, LLC 0.00% No change 202 $25K
Avior Wealth Management, LLC 0.00% New 192 $24K
Global Retirement Partners, LLC 0.00% Reduce -56.6% 191 $24K
CoreCap Advisors, LLC 0.00% New 160 $20K
Centerpoint Advisors, LLC 0.01% No change 143 $18K
CBIZ Investment Advisory Services, LLC 0.00% New 124 $15K
Whittier Trust Co. 0.00% No change 123 $15K
Sugarloaf Wealth Management, LLC 0.00% No change 120 $15K
Mather Group, Llc. 0.00% New 113 $14K
Continuum Advisory, LLC 0.00% New 119 $14K
Fernwood Investment Management, LLC 0.00% New 101 $12K
Allworth Financial LP 0.00% No change 92 $11K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -2.4% 82 $10K
Farther Finance Advisors, LLC 0.00% Add +2.5% 83 $10K
GPS Wealth Strategies Group, LLC 0.00% No change 80 $10K
Park Place Capital Corp 0.00% No change 73 $9K
JFS Wealth Advisors, LLC 0.00% Reduce -4.5% 63 $8K
Group One Trading LLC 0.00% New 63 $8K
Private Wealth Management Group, LLC 0.00% Add +13.5% 59 $7K
LGT Financial Advisors LLC 0.01% No change 54 $7K
Frazier Financial Advisors, LLC 0.00% No change 48 $6K
ClariVest Asset Management LLC 0.00% No change 48 $6K
IFP Advisors, Inc 0.00% Reduce -75.8% 39 $5K
Private Trust Co. NA 0.00% Reduce -13.3% 39 $5K
Lindbrook Capital, LLC 0.00% Reduce -2.9% 33 $4K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 33 $4K
Versant Capital Management, Inc 0.00% No change 29 $4K
Bell Investment Advisors, Inc 0.00% No change 28 $3K
Farmers & Merchants Investments Inc. 0.00% No change 28 $3K
Clearstead Advisors, LLC 0.00% New 25 $3K
Sachetta, LLC 0.00% No change 20 $3K
SJS Investment Consulting Inc. 0.00% No change 17 $2K
UMB Bank, n.a. 0.00% New 17 $2K
Denali Advisors LLC 0.00% Reduce -70.6% 15 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 12 $1K
Montag A & Associates Inc. 0.00% New 12 $1K
Harbor Investment Advisory, LLC 0.00% New 11 $1K
Carolinas Wealth Consulting LLC 0.00% New 10 $1K
Cornerstone Planning Group LLC 0.00% No change 10 $1K
CENTRAL TRUST Co 0.00% Reduce -80.5% 8 $985
Thompson Investment Management, Inc. 0.00% No change 6 $738
Rothschild Investment LLC 0.00% New 5 $615
Valued Wealth Advisors LLC 0.00% New 4 $493
TFO Wealth Partners, LLC 0.00% No change 3 $369
AdvisorNet Financial, Inc 0.00% Reduce -92.3% 2 $246
TFC Financial Management, Inc. 0.00% New 1 $124

"% of holder's portfolio" is UFPI's weight in each manager's 13F, not the share of Ufp Industries Inc. the manager owns.