Ufp IndustriesUFPI

13F holders, Q2 2024 (June 30)
425holders +2
43new positions
40sold out
8famous investors
$111.99avg. 13F price*

At the end of Q2 2024, 425 institutions reported holding Ufp Industries Inc. (UFPI) in their 13F filings, up 2 from Q1 2024. 43 opened new positions and 40 sold out. The largest holders were BlackRock Inc. ($941.1M), Vanguard Group Inc. ($777.4M) and Kayne Anderson Rudnick Investment Management LLC ($361.2M). 8 famous investors held it, including Cliff Asness (0.1% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions43$32.3M
Exits40$46.4M

All 13F filers, Q1 2024 → Q2 2024: 2,106,441 shares bought and 2,812,101 shares sold, net −705,660 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 425 holders

BlackRock Inc. 0.02% Add +2.7% 8,402,704 $941.1M
Vanguard Group Inc. 0.01% Add +0.9% 6,940,727 $777.4M
Kayne Anderson Rudnick Investment Management LLC 0.88% Add +0.9% 3,224,593 $361.2M
State Street Corp. 0.01% Reduce -0.9% 2,199,867 $246.4M
Dimensional Fund Advisors LP 0.06% Reduce -5.9% 2,152,663 $241.1M
Geode Capital Management, LLC 0.01% Add +4.0% 1,513,364 $169.5M
FMR LLC 0.01% Add +2.2% 1,441,686 $161.5M
T. Rowe Price Investment Management, Inc. 0.09% Reduce -1.9% 1,316,858 $147.5M
Franklin Resources Inc. 0.04% Reduce -23.2% 1,037,003 $116.1M
Northern Trust Corp. 0.02% Add +3.8% 1,012,869 $113.4M
Allspring Global Investments Holdings, LLC 0.16% Reduce -1.3% 855,082 $95.8M
Norges Bank 0.01% Add +4.5% 796,943 $89.3M
Victory Capital Management Inc. 0.09% Reduce -33.7% 779,815 $87.3M
Charles Schwab Investment Management Inc. 0.02% Add +0.6% 765,835 $85.8M
T. Rowe Price Associates Inc. 0.01% Reduce -7.5% 683,250 $76.5M
Bank of New York Mellon Corp 0.01% Reduce -0.3% 652,338 $73.1M
Royce & Associates LP 0.68% Reduce -2.9% 651,951 $73.0M
Invesco Ltd. 0.01% Add +1.7% 610,894 $68.4M
AQR Capital Management 0.10% Add +22.7% 608,187 $67.6M
JPMorgan Chase & Co. 0.01% Reduce -15.2% 570,545 $63.9M
Copeland Capital Management, LLC 1.13% Add +0.5% 540,682 $60.6M
Wasatch Advisors LP 0.30% Add +53.2% 508,762 $57.0M
First Trust Advisors LP 0.06% Add +19.7% 484,431 $54.3M
GW&K Investment Management, LLC 0.44% Reduce -3.4% 428,650 $48.0M
Morgan Stanley 0.00% Reduce -9.9% 428,198 $48.0M
Pictet Asset Management Holding SA 0.05% Add +1.4% 427,696 $47.9M
Wells Fargo & Company 0.01% Add +0.3% 418,193 $46.8M
Ameriprise Financial Inc. 0.01% Add +64.1% 417,620 $46.8M
Capital International Investors 0.01% No change 333,295 $37.3M
Loomis Sayles & Co. L P 0.04% Reduce -2.1% 274,636 $30.8M
Henrickson Nauta Wealth Advisors, Inc. 11.91% Reduce -1.5% 249,121 $27.9M
Goldman Sachs Group Inc. 0.01% Reduce -47.3% 235,961 $26.4M
Nuveen Asset Management, LLC 0.01% Add +17.0% 233,006 $26.1M
Fisher Asset Management 0.01% Add +101.9% 231,997 $26.0M
Principal Financial Group Inc. 0.02% Reduce -9.3% 228,294 $25.6M
American Century Companies Inc. 0.02% Add +9.9% 223,108 $25.0M
Rhumbline Advisers 0.02% Reduce -2.8% 217,629 $24.4M
Raymond James & Associates 0.02% Add +16.3% 209,085 $23.4M
Bank of America Corp. 0.00% Reduce -36.0% 194,141 $21.7M
Kennedy Capital Management LLC 0.46% Reduce -3.7% 192,513 $21.6M
Alliancebernstein L.P. 0.01% Add +0.9% 181,953 $20.4M
Allianz Asset Management GmbH 0.03% Reduce -2.5% 176,763 $19.8M
Citadel Advisors 0.02% Reduce -23.6% 169,150 $18.9M
Mutual of America Capital Management LLC 0.20% Reduce -14.9% 164,365 $18.4M
Renaissance Technologies 0.03% Add +8.4% 135,200 $15.1M
Stifel Financial Corp. 0.02% Reduce -1.6% 127,848 $14.3M
Legal & General Group Plc 0.00% Reduce -11.4% 127,527 $14.3M
California Public Employees Retirement System 0.01% Add +3.1% 122,540 $13.7M
Swiss National Bank 0.01% Reduce -0.7% 121,050 $13.6M
North Point Portfolio Managers Corp. 2.35% Reduce -0.2% 119,352 $13.4M
Picton Mahoney Asset Management 0.55% Add +103.3% 115,549 $12.9M
Segall Bryant & Hamill, LLC 0.23% Reduce -11.1% 113,431 $12.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +90.0% 113,326 $12.7M
Nordea Investment Management AB 0.01% Reduce -3.2% 111,081 $12.4M
Corebridge Financial, Inc. 0.07% — 110,196 $12.3M
New York State Teachers Retirement System 0.02% Reduce -4.3% 90,838 $10.2M
Envestnet Asset Management Inc. 0.00% Reduce -10.2% 87,745 $9.8M
Sei Investments Co. 0.01% Add +1.4% 80,305 $9.0M
Wilmington Savings Fund Society, FSB 0.34% Reduce -1.7% 79,635 $8.9M
Citigroup Inc. 0.01% Reduce -10.7% 79,264 $8.9M
Balyasny Asset Management L.P. 0.02% Add +89.9% 78,561 $8.8M
Healthcare of Ontario Pension Plan Trust Fund 0.03% No change 78,000 $8.7M
State of Wisconsin Investment Board 0.02% Reduce -3.5% 77,971 $8.7M
Jane Street Group, LLC 0.01% Add +265.2% 76,336 $8.5M
Retirement Systems of Alabama 0.03% Reduce -1.8% 76,220 $8.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.0% 74,000 $8.3M
Winmill & Co. Inc. 2.76% New 72,300 $8.1M
Prudential Financial Inc. 0.01% Add +18.7% 68,752 $7.7M
Man Group plc 0.02% Add +17.1% 68,405 $7.7M
Advantage Alpha Capital Partners LP 1.67% Add +6.1% 68,396 $7.7M
Wedge Capital Management L L P 0.14% Reduce -4.0% 68,019 $7.6M
Moran Wealth Management, LLC 0.25% Reduce -1.8% 66,946 $7.5M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -62.5% 66,628 $7.5M
MetLife Investment Management, LLC 0.04% Add +4.4% 66,307 $7.4M
Barclays PLC 0.00% Reduce -50.8% 65,069 $7.3M
Assenagon Asset Management S.A. 0.02% Reduce -56.9% 63,909 $7.2M
Alps Advisors Inc. 0.05% Add +16.1% 62,374 $7.0M
Empowered Funds, LLC 0.12% Add +10.3% 62,361 $7.0M
Russell Investments Group, Ltd. 0.01% Reduce -4.2% 60,595 $6.8M
California State Teachers Retirement System 0.01% Reduce -2.9% 60,498 $6.8M
Cubist Systematic Strategies, LLC 0.11% Add +289.5% 56,966 $6.4M
Royal Bank of Canada 0.00% Add +3.0% 54,187 $6.1M
F/m Investments LLC 0.22% New 53,826 $6.0M
Deutsche Bank AG 0.00% Add +72.6% 52,884 $5.9M
De Lisle Partners LLP 1.26% No change 51,554 $5.8M
Aptus Capital Advisors, LLC 0.11% Add +24.6% 50,761 $5.7M
Granite Investment Partners, LLC 0.23% Reduce -1.8% 49,706 $5.6M
Nisa Investment Advisors, LLC 0.03% Reduce -3.8% 49,434 $5.5M
Bahl & Gaynor LLC 0.03% Reduce -7.2% 47,695 $5.3M
UBS Group AG 0.00% Reduce -62.3% 47,621 $5.3M
Millennium Management 0.00% Reduce -72.4% 46,544 $5.2M
Regions Financial Corp. 0.04% Add +1.7% 46,427 $5.2M
New York State Common Retirement Fund 0.01% Add +2.3% 45,640 $5.1M
Bridge City Capital, LLC 1.70% Add +24.6% 45,171 $5.1M
Ontario Teachers Pension Plan Board 0.05% Add +81.1% 44,777 $5.0M
GMO 0.02% Add +82.5% 43,976 $4.9M
CANADA LIFE ASSURANCE Co 0.01% Add +10.2% 42,703 $4.8M
Martingale Asset Management L P 0.10% No change 42,184 $4.7M
Teacher Retirement System of Texas 0.03% Add +14.5% 41,537 $4.7M
Watchman Group, Inc. 1.46% Reduce -0.7% 40,710 $4.6M
Foundry Partners, LLC 0.23% Reduce -0.4% 38,949 $4.4M
Comerica Bank 0.02% Reduce -6.1% 36,772 $4.1M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -5.0% 36,575 $4.1M
QRG Capital Management, Inc. 0.05% Reduce -22.4% 36,534 $4.1M
Brandywine Global Investment Management, LLC 0.03% Add +27.3% 33,534 $3.8M
Mercer Global Advisors Inc. 0.01% Reduce -20.2% 33,434 $3.7M
Holocene Advisors, LP 0.01% New 31,701 $3.6M
Trexquant Investment LP 0.05% Add +221.3% 31,038 $3.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% — 30,913 $3.5M
Van Eck Associates Corp. 0.00% Add +11.3% 30,644 $3.4M
Amalgamated Bank 0.03% Reduce -7.4% 29,961 $3.4M
Natixis Advisors, LLC 0.01% Add +19.6% 29,278 $3.3M
Janus Henderson Group PLC 0.00% Reduce -41.9% 27,817 $3.1M
Yousif Capital Management, LLC 0.03% Reduce -8.0% 26,903 $3.0M
Qube Research & Technologies Ltd 0.01% Reduce -48.6% 26,503 $3.0M
Summit Global Investments 0.20% Add +30.5% 25,428 $2.8M
NewEdge Wealth, LLC 0.06% Reduce -0.0% 24,084 $2.7M
Vestmark Advisory Solutions, Inc. 0.11% Add +0.2% 23,961 $2.7M
Creative Planning 0.00% Add +8.8% 23,584 $2.6M
Harfst & Associates, Inc. 0.60% Add +2.8% 22,848 $2.6M
Great Lakes Advisors, LLC 0.02% Reduce -0.0% 22,468 $2.5M
Cresset Asset Management, LLC 0.01% Add +3.4% 22,384 $2.5M
Guggenheim Capital LLC 0.02% Reduce -47.2% 22,055 $2.5M
Hantz Financial Services, Inc. 0.05% Reduce -27.9% 21,927 $2.5M
ProShare Advisors LLC 0.01% Add +58.7% 21,928 $2.5M
Dynamic Technology Lab Private Ltd 0.27% Add +497.2% 21,458 $2.4M
Canada Pension Plan Investment Board 0.00% No change 21,200 $2.4M
State of New Jersey Common Pension Fund D 0.01% Reduce -32.4% 20,756 $2.3M
Corient Private Wealth LP 0.00% Add +21.1% 20,512 $2.3M
Bridgewater Associates 0.01% New 20,432 $2.3M
Illinois Municipal Retirement Fund 0.03% No change 20,416 $2.3M
Teachers Retirement System of the State of Kentucky 0.02% No change 20,133 $2.3M
Voya Investment Management LLC 0.00% Add +3.8% 20,070 $2.2M
Rafferty Asset Management, LLC 0.01% Add +15.0% 19,847 $2.2M
Ensign Peak Advisors, Inc 0.00% Reduce -33.3% 19,744 $2.2M
Palisades Investment Partners, LLC 1.09% — 19,619 $2.2M
Cadence Bank 0.16% No change 19,464 $2.2M
Ameritas Investment Partners, Inc. 0.07% Reduce -3.1% 19,126 $2.1M
Wealth Enhancement Advisory Services, LLC 0.01% Add +72.7% 18,997 $2.1M
Seizert Capital Partners, LLC 0.10% Reduce -1.6% 18,665 $2.1M
Bridgewater Advisors Inc. 0.26% Reduce -0.3% 16,715 $2.1M
Tower Research Capital LLC (TRC) 0.04% Add +1123.5% 18,621 $2.1M
O'shaughnessy Asset Management, LLC 0.02% Reduce -0.5% 18,371 $2.1M
State of Tennessee, Department of Treasury 0.01% Add +21.4% 18,063 $2.0M
NorthCrest Asset Manangement, LLC 0.07% No change 17,800 $2.0M
Los Angeles Capital Management LLC 0.01% Reduce -37.1% 17,768 $2.0M
Louisiana State Employees Retirement System 0.04% Reduce -1.7% 17,500 $2.0M
Edgestream Partners, L.P. 0.09% Reduce -52.8% 17,296 $1.9M
Arizona State Retirement System 0.01% Add +1.4% 17,226 $1.9M
OMERS ADMINISTRATION Corp 0.02% New 17,200 $1.9M
Verition Fund Management LLC 0.02% Add +112.9% 15,774 $1.8M
Ironwood Investment Management LLC 0.92% Add +0.4% 15,364 $1.7M
State Board of Administration of Florida Retirement System 0.00% Reduce -26.5% 15,360 $1.7M
STRS Ohio 0.01% Add +4.1% 15,300 $1.7M
D.A. Davidson & Co. 0.01% Reduce -13.7% 15,019 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -3.7% 14,921 $1.7M
Tidal Investments LLC 0.02% Reduce -14.7% 14,919 $1.7M
State of Michigan Retirement System 0.01% Reduce -2.0% 14,900 $1.7M
South Dakota Investment Council 0.03% Reduce -0.1% 14,875 $1.7M
Neuberger Berman Group LLC 0.00% Add +36.9% 14,754 $1.7M
Meeder Asset Management Inc. 0.11% Add +0.7% 14,556 $1.6M
Johnson Investment Counsel Inc. 0.02% No change 14,125 $1.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.5% 14,088 $1.6M
LPL Financial LLC 0.00% Add +1.4% 13,984 $1.6M
Pacer Advisors, Inc. 0.00% Reduce -5.5% 13,922 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -0.0% 13,783 $1.5M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 13,687 $1.5M
B. Metzler seel. Sohn & Co. AG 0.01% Add +57.0% 13,316 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +24.7% 13,288 $1.5M
Capital Fund Management S.A. 0.02% Add +16.1% 13,259 $1.5M
Acadian Asset Management LLC 0.00% Add +33.4% 13,177 $1.5M
Oregon Public Employees Retirement Fund 0.03% Reduce -15.7% 12,861 $1.4M
QSV Equity Investors LLC 1.48% Reduce -0.6% 12,638 $1.4M
New Mexico Educational Retirement Board 0.05% No change 12,600 $1.4M
KBC Group NV 0.00% Add +2.7% 12,147 $1.4M
Arete Wealth Advisors, LLC 0.11% Reduce -3.8% 11,668 $1.3M
Handelsbanken Fonder AB 0.01% Add +23.7% 11,495 $1.3M
AlphaQuest LLC 0.17% Add +273.3% 11,220 $1.3M
Lazard Asset Management LLC 0.00% Add +89.3% 11,022 $1.2M
Legato Capital Management LLC 0.17% No change 10,933 $1.2M
CX Institutional 0.06% Add +0.0% 10,928 $1.2M
Two Sigma Advisers, LP 0.00% Reduce -4.4% 10,900 $1.2M
Kestra Advisory Services, LLC 0.01% Add +6.4% 10,850 $1.2M
Vestcor Inc 0.04% No change 10,835 $1.2M
Schonfeld Strategic Advisors LLC 0.01% New 10,727 $1.2M
Truist Financial Corp. 0.00% Reduce -7.8% 10,680 $1.2M
Engineers Gate Manager LP 0.03% New 10,410 $1.2M
Sanctuary Advisors, LLC 0.01% — 10,223 $1.2M
Abacus FCF Advisors LLC 0.28% Add +0.7% 10,063 $1.1M
Cascade Investment Advisors, Inc. 0.76% Reduce -0.8% 10,014 $1.1M
Blair William & Co. 0.00% Add +52.5% 9,924 $1.1M
Atria Investments, Inc 0.01% New 9,710 $1.1M
Vest Financial, LLC 0.03% Add +32.7% 9,562 $1.1M
Modera Wealth Management, LLC 0.02% Reduce -1.0% 9,561 $1.1M
Jennison Associates LLC 0.00% Add +1.3% 9,327 $1.0M
Massachusetts Financial Services Co. 0.00% Add +10.1% 9,239 $1.0M
Advisory Research Inc. 0.19% Add +6.7% 8,911 $998K
Gotham Asset Management 0.01% Reduce -52.1% 8,809 $987K
DekaBank Deutsche Girozentrale 0.00% No change 8,673 $941K
Xponance LLC 0.01% Reduce -5.8% 8,272 $926K
Versor Investments LP 0.17% Reduce -16.3% 8,200 $918K
Argent Capital Management LLC 0.03% Add +54.2% 7,913 $886K
SummerHaven Investment Management, LLC 0.57% Add +1.7% 7,732 $866K
Pathstone Holdings, LLC 0.00% Add +7.5% 7,720 $865K
Federated Hermes, Inc. 0.00% Reduce -4.7% 7,710 $864K
Fifth Third Bancorp 0.00% Add +6.1% 7,440 $833K
Legacy Wealth Asset Management, LLC 0.23% Reduce -8.9% 7,262 $813K
Capstone Investment Advisors, LLC 0.04% Reduce -8.1% 7,199 $806K
Vanguard Personalized Indexing Management, LLC 0.02% Add +2.4% 7,185 $805K
Aquatic Capital Management LLC 0.03% Add +39.2% 7,100 $795K
Brevan Howard Capital Management LP 0.05% Add +42.7% 6,875 $770K
Cwm, LLC 0.00% Reduce -1.6% 6,819 $764K
State of Alaska, Department of Revenue 0.01% No change 6,705 $750K
Unique Wealth Strategies, LLC 0.35% No change 6,057 $745K
Public Employees Retirement Association of Colorado 0.00% Reduce -5.1% 6,511 $729K
HSBC Holdings PLC 0.00% Add +233.3% 6,565 $729K
Commerce Bank 0.00% Reduce -0.3% 6,502 $728K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -2.3% 6,474 $725K
Virtus Investment Advisers, LLC 0.66% No change 6,467 $724K
JLB & Associates Inc. 0.10% Reduce -1.6% 6,355 $712K
Synovus Financial Corp. 0.01% Reduce -15.4% 6,340 $710K
Yorktown Management & Research Co Inc 0.76% No change 6,300 $706K
Hardy Reed LLC 0.07% New 6,225 $697K
Algert Global LLC 0.02% Reduce -85.9% 6,197 $694K
Kingsview Wealth Management, LLC 0.02% Add +8.2% 6,155 $689K
Harbor Capital Advisors, Inc. 0.05% Add +299.5% 6,132 $687K
Fortem Financial Group, LLC 0.29% Add +2.8% 6,124 $686K
Commonwealth Equity Services, LLC 0.00% Reduce -8.8% 6,036 $676K
MAI Capital Management 0.01% Add +1.3% 5,987 $671K
Bank of Montreal 0.00% Reduce -42.5% 5,881 $660K
Mariner, LLC 0.00% Reduce -0.8% 5,881 $659K
Bokf, NA 0.01% Add +78.9% 5,768 $646K
Crossmark Global Holdings, Inc. 0.01% Reduce -7.5% 5,749 $644K
Westover Capital Advisors, LLC 0.16% No change 5,420 $607K
Claro Advisors Inc. 0.09% Reduce -35.7% 5,411 $606K
Aviva PLC 0.00% Reduce -3.2% 5,347 $599K
US Bancorp \de 0.00% Add +2.4% 5,284 $592K
HighTower Advisors, LLC 0.00% Add +3.8% 5,302 $591K
Susquehanna International Group, LLP 0.00% Reduce -26.4% 5,146 $576K
Empirical Finance, LLC 0.04% Reduce -11.7% 5,055 $566K
Marks Group Wealth Management, Inc 0.06% No change 5,000 $560K
Securian Asset Management, Inc. 0.02% Reduce -2.0% 4,925 $552K
Petrus Trust Company, LTA 0.05% New 4,901 $549K
Jump Financial, LLC 0.01% New 4,900 $549K
Quantbot Technologies LP 0.03% Reduce -17.2% 4,886 $547K
Roundview Capital LLC 0.04% No change 4,868 $545K
Wesbanco Bank Inc. 0.02% No change 4,835 $542K
Delta Asset Management LLC 0.05% No change 4,758 $533K
PNC Financial Services Group, Inc. 0.00% Add +3.8% 4,651 $521K
Raymond James Trust N.A. 0.01% Add +14.2% 4,587 $514K
Shaker Investments LLC 0.22% Add +0.7% 4,578 $513K
Entropy Technologies, LP 0.06% Add +54.5% 4,565 $511K
AIA Group Ltd 0.01% Reduce -15.7% 4,425 $496K
Mackenzie Financial Corp. 0.00% Reduce -46.5% 4,411 $494K
Argent Trust Co 0.02% Add +3.5% 4,362 $489K
Keybank National Association 0.00% Reduce -9.4% 4,350 $487K
Baird Financial Group, Inc. 0.00% Add +5.1% 4,326 $485K
CW Advisors, LLC 0.01% New 4,315 $483K
Captrust Financial Advisors 0.00% Reduce -0.9% 4,283 $480K
Axq Capital, LP 0.11% Add +60.0% 4,143 $464K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +55.2% 4,103 $460K
Apollon Wealth Management, LLC 0.01% Reduce -2.2% 3,915 $438K
iSAM Funds (UK) Ltd 0.32% New 3,802 $426K
Curated Wealth Partners LLC 0.06% — 3,623 $406K
Meritage Portfolio Management 0.03% Reduce -0.1% 3,612 $405K
J. W. Coons Advisors, LLC 0.07% Reduce -2.6% 3,535 $396K
Ethic Inc. 0.01% Add +4.0% 3,444 $386K
State of Wyoming 0.06% Add +16.2% 3,434 $385K
Journey Strategic Wealth LLC 0.02% Add +5.5% 3,420 $383K
Mirabella Financial Services LLP 0.03% New 3,413 $382K
Snowden Capital Advisors LLC 0.01% Add +3.8% 3,323 $372K
Arkadios Wealth Advisors 0.03% Add +1.7% 3,305 $370K
Seven Eight Capital, LP 0.04% Reduce -66.7% 3,273 $367K
Duncker Streett & Co. Inc. 0.07% Reduce -42.0% 3,227 $361K
Systematic Alpha Investments, LLC 0.01% No change 3,200 $358K
Penserra Capital Management LLC 0.00% Reduce -0.1% 3,175 $356K
Avantax Advisory Services, Inc. 0.00% New 3,125 $350K
Evergreen Capital Management LLC 0.01% Add +1.6% 3,071 $344K
Buckingham Strategic Wealth, LLC 0.00% New 3,039 $340K
Profund Advisors LLC 0.01% Reduce -20.3% 2,998 $336K
Hancock Whitney Corp. 0.01% Reduce -41.1% 2,959 $331K
Kolinsky Wealth Management, LLC 0.24% No change 2,945 $330K
SG Americas Securities, LLC 0.00% Reduce -22.5% 2,929 $328K
Public Employees Retirement System of Ohio 0.00% Reduce -1.1% 2,861 $320K
Measured Wealth Private Client Group, LLC 0.11% Reduce -34.9% 2,860 $320K
Integrated Wealth Concepts LLC 0.00% Add +0.6% 2,851 $319K
Vident Advisory, LLC 0.01% Reduce -55.4% 2,831 $317K
Metis Global Partners, LLC 0.01% No change 2,828 $317K
Bessemer Group Inc. 0.00% Reduce -4.8% 2,760 $310K
Ellevest, Inc. 0.02% Add +7.0% 2,696 $302K
Quantum Private Wealth, LLC 0.11% Reduce -7.4% 2,680 $300K
nVerses Capital, LLC 0.17% New 2,600 $291K
FORA Capital, LLC 0.04% Reduce -46.3% 2,584 $289K
M&T Bank Corp 0.00% Reduce -7.5% 2,583 $289K
SpiderRock Advisors, LLC 0.01% Reduce -0.0% 2,552 $286K
Benjamin Edwards Inc. 0.05% Add +2.5% 2,548 $285K
Cambria Investment Management, L.P. 0.02% Reduce -20.4% 2,535 $284K
Shelton Capital Management 0.01% Reduce -6.0% 2,518 $282K
Cetera Investment Advisers 0.00% Reduce -11.1% 2,510 $281K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -8.7% 2,474 $277K
Occudo Quantitative Strategies LP 0.05% New 2,461 $276K
Personal Cfo Solutions, LLC 0.04% Reduce -4.4% 2,452 $275K
Forum Financial Management, LP 0.00% Add +0.1% 2,389 $268K
Lake Street Advisors Group, LLC 0.01% No change 2,368 $265K
Nebula Research & Development LLC 0.04% New 2,353 $264K
LSV Asset Management 0.00% No change 2,300 $258K
Coldstream Capital Management Inc. 0.01% Reduce -1.5% 2,303 $258K
Cim, LLC 0.04% Add +9.0% 2,125 $242K
Cerity Partners LLC 0.00% Reduce -64.0% 2,153 $241K
Northwest & Ethical Investments L.P. 0.01% Add +207.1% 2,150 $241K
Freedom Investment Management, Inc. 0.02% Reduce -11.9% 2,121 $238K
Caldwell Sutter Capital, Inc. 0.12% No change 2,096 $235K
Cim Investment Management Inc. 0.07% Reduce -19.2% 2,094 $235K
Osaic Holdings, Inc. 0.00% Reduce -11.1% 2,093 $235K
Smith Shellnut Wilson LLC 0.11% New 2,069 $232K
Kapitalo Investimentos Ltda 0.07% Reduce -39.1% 2,067 $232K
Park Avenue Securities LLC 0.00% Reduce -4.5% 2,054 $230K
Point72 (DIFC) Ltd 0.02% New 2,052 $230K
Fox Run Management, L.L.C. 0.04% New 2,030 $227K
Steward Partners Investment Advisory, LLC 0.00% No change 1,948 $218K
Choreo, LLC 0.00% New 1,975 $218K
Twin Tree Management, LP 0.01% Add +0.8% 1,919 $215K
Nomura Holdings Inc. 0.00% New 1,908 $214K
Roberts Glore & Co. Inc. 0.06% No change 1,893 $212K
Fifth Third Wealth Advisors LLC 0.02% New 1,888 $211K
TFG Advisers LLC 0.08% Add +0.2% 1,874 $210K
Highland Capital Management, LLC 0.01% Add +13.9% 1,871 $210K
Gsa Capital Partners LLP 0.01% New 1,865 $209K
Robertson Stephens Wealth Management, LLC 0.01% No change 1,815 $203K
Inceptionr LLC 0.06% New 1,812 $203K
Huntington National Bank 0.00% Add +3.4% 1,798 $201K
Royal London Asset Management Ltd. 0.00% No change 1,724 $193K
Point72 Asia (Singapore) Pte. Ltd. 0.03% New 1,395 $156K
Quadrant Capital Group LLC 0.01% Add +3.2% 1,319 $148K
Laurel Wealth Advisors LLC 0.03% No change 1,286 $144K
Ibex Wealth Advisors 0.02% New 1,270 $142K
McIlrath & Eck, LLC 0.02% No change 1,142 $128K
Natixis 0.00% Reduce -2.7% 1,126 $126K
Legacy Trust 0.03% Reduce -90.8% 1,009 $113K
Blue Trust, Inc. 0.00% Add +131.4% 870 $107K
CI Investments Inc. 0.00% Reduce -54.3% 945 $106K
Covestor Ltd 0.06% Reduce -12.6% 832 $93K
ICA Group Wealth Management, LLC 0.05% No change 750 $84K
CIBC Private Wealth Group LLC 0.00% Reduce -5.1% 738 $80K
Danske Bank A/S 0.00% New 700 $78K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -0.3% 689 $77K
Caitlin John, LLC 0.05% Reduce -6.0% 647 $72K
Farther Finance Advisors, LLC 0.00% Add +622.9% 600 $66K
Assetmark, Inc. 0.00% Add +0.9% 564 $63K
Virtus Fund Advisers, LLC 0.23% Add +1.4% 518 $58K
Advisors Asset Management, Inc. 0.00% Reduce -0.4% 516 $58K
GAMMA Investing LLC 0.01% Add +84.2% 512 $57K
Amundi 0.00% Reduce -16.1% 509 $57K
Triad Wealth Partners, LLC 0.03% New 499 $56K
First Horizon Advisors, Inc. 0.00% Reduce -8.3% 485 $54K
Optimum Investment Advisors 0.02% No change 480 $54K
Nomura Asset Management Co. Ltd. 0.00% No change 420 $47K
Simplex Trading, LLC 0.00% New 422 $47K
Annis Gardner Whiting Capital Advisors, LLC 0.01% Add +39.3% 418 $47K
Eagle Bay Advisors LLC 0.03% No change 388 $43K
EverSource Wealth Advisors, LLC 0.00% Add +9.1% 311 $41K
City State Bank 0.02% No change 350 $39K
Tortoise Investment Management, LLC 0.00% No change 348 $39K
Quarry LP 0.02% Reduce -7.3% 342 $38K
HM Payson & Co. 0.00% Reduce -4.5% 318 $36K
Principal Securities, Inc. 0.00% Reduce -14.9% 315 $35K
Arax Advisory Partners 0.00% Add +8.0% 309 $35K
Parallel Advisors, LLC 0.00% Add +16.0% 275 $31K
Rise Advisors, LLC 0.02% Add +0.4% 270 $30K
Headlands Technologies LLC 0.00% New 260 $29K
Silicon Valley Capital Partners 0.00% No change 251 $28K
Signaturefd, LLC 0.00% Reduce -66.8% 239 $27K
Concourse Financial Group Securities, Inc. 0.00% Reduce -4.2% 228 $26K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +575.8% 223 $25K
Global Retirement Partners, LLC 0.00% Add +8.4% 207 $23K
Innealta Capital, LLC 0.01% New 202 $23K
Plante Moran Financial Advisors, LLC 0.00% No change 202 $23K
Contravisory Investment Management, Inc. 0.00% Reduce -25.5% 172 $19K
CoreCap Advisors, LLC 0.00% Add +0.6% 161 $18K
Opal Wealth Advisors, LLC 0.01% Reduce -45.5% 146 $16K
Allworth Financial LP 0.00% Add +46.7% 135 $16K
Centerpoint Advisors, LLC 0.01% Reduce -0.7% 142 $16K
Whittier Trust Co. 0.00% Add +14.6% 141 $16K
ClariVest Asset Management LLC 0.00% Add +175.0% 132 $15K
CBIZ Investment Advisory Services, LLC 0.00% No change 124 $14K
Mather Group, Llc. 0.00% No change 113 $14K
Sugarloaf Wealth Management, LLC 0.00% No change 120 $13K
MassMutual Private Wealth & Trust, FSB 0.00% Add +46.3% 120 $13K
Continuum Advisory, LLC 0.00% No change 119 $13K
Concord Wealth Partners 0.00% New 100 $11K
Private Wealth Management Group, LLC 0.00% Add +59.3% 94 $11K
GPS Wealth Strategies Group, LLC 0.00% No change 80 $9K
Park Place Capital Corp 0.00% No change 73 $8K
Smartleaf Asset Management LLC 0.00% New 69 $8K
Lindbrook Capital, LLC 0.00% Add +100.0% 66 $7K
JFS Wealth Advisors, LLC 0.00% No change 63 $7K
LGT Financial Advisors LLC 0.01% No change 54 $6K
Frazier Financial Advisors, LLC 0.00% No change 48 $5K
UMB Bank, n.a. 0.00% Add +182.3% 48 $5K
Parkside Financial Bank & Trust 0.00% New 47 $5K
Janiczek Wealth Management, LLC 0.00% New 40 $4K
Private Trust Co. NA 0.00% No change 39 $4K
Addison Advisors LLC 0.00% New 35 $4K
Ashton Thomas Private Wealth, LLC 0.00% New 34 $4K
NewEdge Advisors, LLC 0.00% Reduce -98.7% 33 $4K
Rothschild Investment LLC 0.00% Add +500.0% 30 $3K
Versant Capital Management, Inc 0.00% No change 29 $3K
Bell Investment Advisors, Inc 0.00% No change 28 $3K
AdvisorNet Financial, Inc 0.00% Add +1250.0% 27 $3K
Farmers & Merchants Investments Inc. 0.00% Reduce -7.1% 26 $3K
Clearstead Advisors, LLC 0.00% No change 25 $3K
LRI Investments, LLC 0.00% New 22 $2K
Sachetta, LLC 0.00% Reduce -10.0% 18 $2K
SJS Investment Consulting Inc. 0.00% No change 17 $2K
IFP Advisors, Inc 0.00% Reduce -56.4% 17 $2K
Jones Financial Companies LLLP 0.00% New 16 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +16.7% 14 $2K
Cornerstone Planning Group LLC 0.00% No change 10 $1K
Montag A & Associates Inc. 0.00% Reduce -25.0% 9 $1K
CENTRAL TRUST Co 0.00% No change 8 $896
Carolinas Wealth Consulting LLC 0.00% Reduce -20.0% 8 $852
CVA Family Office, LLC 0.00% New 7 $784
Valued Wealth Advisors LLC 0.00% Add +50.0% 6 $672
Thompson Investment Management, Inc. 0.00% No change 6 $672
TFC Financial Management, Inc. 0.00% No change 1 $112

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