Ufp IndustriesUFPI
13F holders, Q3 2024 (September 30)439holders +14
53new positions
42sold out
9famous investors
$131.38avg. 13F price*
At the end of Q3 2024, 439 institutions reported holding Ufp Industries Inc. (UFPI) in their 13F filings, up 14 from Q2 2024. 53 opened new positions and 42 sold out. The largest holders were BlackRock, Inc. ($1.1B), Vanguard Group Inc. ($909.0M) and Kayne Anderson Rudnick Investment Management LLC ($428.1M). 9 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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $71.6M |
| Exits | 42 | $42.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,305,129 shares bought and 1,923,160 shares sold, net +381,969 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 439 holders
| BlackRock, Inc. | 0.02% | — | 8,300,682 | $1.1B |
| Vanguard Group Inc. | 0.02% | Reduce -0.2% | 6,927,472 | $909.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.94% | Add +1.2% | 3,262,784 | $428.1M |
| State Street Corp. | 0.01% | Reduce -0.1% | 2,196,752 | $288.2M |
| Dimensional Fund Advisors LP | 0.06% | Reduce -8.0% | 1,981,088 | $259.9M |
| FMR LLC | 0.01% | Add +13.4% | 1,635,577 | $214.6M |
| Geode Capital Management, LLC | 0.02% | Add +1.0% | 1,528,221 | $200.6M |
| Franklin Resources Inc. | 0.05% | Add +18.2% | 1,225,972 | $169.7M |
| T. Rowe Price Investment Management, Inc. | 0.09% | Reduce -15.6% | 1,111,590 | $145.9M |
| Northern Trust Corp. | 0.02% | Reduce -0.0% | 1,012,614 | $132.9M |
| Allspring Global Investments Holdings, LLC | 0.18% | Add +3.8% | 887,637 | $116.5M |
| Invesco Ltd. | 0.02% | Add +28.4% | 784,533 | $102.9M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.5% | 769,841 | $101.0M |
| Victory Capital Management Inc. | 0.10% | Reduce -3.6% | 751,874 | $98.7M |
| Norges Bank | 0.01% | Reduce -7.0% | 741,442 | $97.3M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -6.8% | 636,649 | $83.5M |
| JPMorgan Chase & Co. | 0.01% | Add +10.7% | 631,404 | $82.8M |
| Royce & Associates LP | 0.74% | Reduce -4.8% | 620,312 | $81.4M |
| Wasatch Advisors LP | 0.38% | Add +16.1% | 590,712 | $77.5M |
| First Trust Advisors LP | 0.07% | Add +17.3% | 568,364 | $74.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -15.3% | 552,706 | $72.5M |
| Copeland Capital Management, LLC | 1.25% | Add +1.0% | 546,197 | $71.7M |
| Morgan Stanley | 0.01% | Add +26.5% | 541,636 | $71.1M |
| AQR Capital Management | 0.10% | Reduce -12.5% | 531,961 | $69.4M |
| Pictet Asset Management Holding SA | 0.06% | Reduce -1.4% | 421,503 | $55.3M |
| Ameriprise Financial Inc. | 0.01% | Add +0.4% | 419,392 | $55.0M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 415,498 | $54.5M |
| GW&K Investment Management, LLC | 0.46% | Reduce -4.4% | 409,799 | $53.8M |
| Boston Partners | 0.05% | New | 334,768 | $43.9M |
| Capital International Investors | 0.01% | No change | 333,295 | $43.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +22.9% | 289,926 | $38.0M |
| Fisher Asset Management | 0.02% | Add +22.3% | 283,806 | $37.2M |
| Loomis Sayles & Co. L P | 0.05% | Reduce -1.5% | 270,574 | $35.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 12.55% | Reduce -3.3% | 240,975 | $31.6M |
| Bank of America Corp. | 0.00% | Add +17.6% | 228,306 | $30.0M |
| Raymond James & Associates | 0.02% | Add +6.5% | 222,660 | $29.2M |
| American Century Companies Inc. | 0.02% | Reduce -3.5% | 215,371 | $28.3M |
| Rhumbline Advisers | 0.02% | Reduce -4.5% | 207,855 | $27.3M |
| Assenagon Asset Management S.A. | 0.05% | Add +216.3% | 202,124 | $26.5M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -13.4% | 201,754 | $26.5M |
| Allianz Asset Management GmbH | 0.03% | Reduce -8.4% | 161,928 | $21.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -29.9% | 160,087 | $21.0M |
| Mutual of America Capital Management LLC | 0.22% | Reduce -3.0% | 159,443 | $20.9M |
| Renaissance Technologies | 0.03% | Add +14.6% | 155,000 | $20.3M |
| Kennedy Capital Management LLC | 0.45% | Reduce -20.2% | 153,606 | $20.2M |
| Alliancebernstein L.P. | 0.01% | Reduce -15.7% | 153,378 | $20.1M |
| Citadel Advisors | 0.02% | Reduce -17.7% | 139,179 | $18.3M |
| Barclays PLC | 0.01% | Add +109.0% | 135,996 | $17.8M |
| Stifel Financial Corp. | 0.02% | Add +0.9% | 129,037 | $16.9M |
| Legal & General Group Plc | 0.00% | Add +0.6% | 128,312 | $16.8M |
| California Public Employees Retirement System | 0.01% | Add +1.4% | 124,296 | $16.3M |
| Swiss National Bank | 0.01% | Reduce -0.3% | 120,650 | $15.8M |
| Citigroup Inc. | 0.01% | Add +50.7% | 119,426 | $15.7M |
| Picton Mahoney Asset Management | 0.60% | Add +2.4% | 118,281 | $15.5M |
| Segall Bryant & Hamill, LLC | 0.21% | Add +4.0% | 118,010 | $15.5M |
| North Point Portfolio Managers Corp. | 2.48% | Reduce -1.3% | 117,842 | $15.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.9% | 114,837 | $15.1M |
| Nordea Investment Management AB | 0.02% | Reduce -5.0% | 105,503 | $13.9M |
| Corebridge Financial, Inc. | 0.07% | Reduce -5.7% | 103,944 | $13.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -12.2% | 99,497 | $13.1M |
| Prudential Financial Inc. | 0.02% | Add +37.4% | 94,473 | $12.4M |
| New York State Teachers Retirement System | 0.02% | Reduce -1.6% | 89,347 | $11.7M |
| Sei Investments Co. | 0.01% | Add +4.5% | 83,950 | $11.0M |
| State of Wisconsin Investment Board | 0.03% | Reduce -0.2% | 77,826 | $10.2M |
| Retirement Systems of Alabama | 0.04% | Reduce -2.9% | 74,002 | $9.7M |
| Winmill & Co. Inc. | 3.19% | No change | 72,300 | $9.5M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -4.1% | 70,933 | $9.3M |
| F/m Investments LLC | 0.28% | Add +28.1% | 68,963 | $9.0M |
| Moran Wealth Management, LLC | 0.27% | Reduce -0.4% | 66,700 | $8.8M |
| Teacher Retirement System of Texas | 0.04% | Add +59.9% | 66,436 | $8.7M |
| De Lisle Partners LLP | 1.40% | Add +28.1% | 66,054 | $8.7M |
| MetLife Investment Management, LLC | 0.05% | Reduce -2.4% | 64,719 | $8.5M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -5.2% | 63,199 | $8.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +2.0% | 61,784 | $8.1M |
| Empowered Funds, LLC | 0.13% | Reduce -2.4% | 60,890 | $8.0M |
| Deutsche Bank AG | 0.00% | Add +14.6% | 60,600 | $8.0M |
| Wedge Capital Management L L P | 0.14% | Reduce -11.2% | 60,422 | $7.9M |
| UBS Group AG | 0.00% | Add +24.9% | 59,480 | $7.8M |
| California State Teachers Retirement System | 0.01% | Reduce -2.6% | 58,919 | $7.7M |
| Aptus Capital Advisors, LLC | 0.12% | Add +15.6% | 58,659 | $7.7M |
| Royal Bank of Canada | 0.00% | Add +6.0% | 57,438 | $7.5M |
| Man Group plc | 0.02% | Reduce -18.5% | 55,736 | $7.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +108.6% | 55,287 | $7.3M |
| Bridge City Capital, LLC | 1.87% | Add +14.7% | 51,802 | $6.8M |
| Jane Street Group, LLC | 0.01% | Reduce -33.8% | 50,546 | $6.6M |
| Wilmington Savings Fund Society, FSB | 0.12% | Reduce -37.0% | 50,165 | $6.6M |
| Nisa Investment Advisors, LLC | 0.04% | Add +0.1% | 49,470 | $6.5M |
| Regions Financial Corp. | 0.04% | Add +1.1% | 46,928 | $6.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +6.6% | 45,533 | $6.0M |
| Alps Advisors Inc. | 0.04% | Reduce -28.3% | 44,705 | $5.9M |
| GMO | 0.02% | Reduce -0.6% | 43,694 | $5.7M |
| Brandywine Global Investment Management, LLC | 0.04% | Add +20.6% | 40,436 | $5.6M |
| Martingale Asset Management L P | 0.13% | Add +0.2% | 42,264 | $5.5M |
| Bahl & Gaynor LLC | 0.03% | Reduce -13.1% | 41,459 | $5.4M |
| Van Eck Associates Corp. | 0.01% | Add +34.7% | 41,291 | $5.4M |
| Advantage Alpha Capital Partners LP | 1.20% | Reduce -41.3% | 40,169 | $5.3M |
| Watchman Group, Inc. | 1.35% | Reduce -3.1% | 39,452 | $5.2M |
| New York State Common Retirement Fund | 0.01% | Reduce -14.5% | 39,016 | $5.1M |
| HRT Financial LP | 0.03% | New | 38,763 | $5.1M |
| QRG Capital Management, Inc. | 0.05% | Add +3.6% | 37,865 | $5.0M |
| Granite Investment Partners, LLC | 0.21% | Reduce -24.5% | 37,524 | $4.9M |
| Seizert Capital Partners, LLC | 0.21% | Add +85.5% | 34,623 | $4.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.3% | 34,194 | $4.5M |
| Comerica Bank | 0.02% | Reduce -9.1% | 33,412 | $4.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +8.0% | 33,381 | $4.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -9.0% | 33,289 | $4.4M |
| Holocene Advisors, LP | 0.02% | Add +4.2% | 33,025 | $4.3M |
| Natixis Advisors, LLC | 0.01% | Add +4.7% | 30,639 | $4.0M |
| NewEdge Wealth, LLC | 0.07% | Add +17.5% | 28,296 | $3.7M |
| Amalgamated Bank | 0.03% | Reduce -6.8% | 27,914 | $3.7M |
| Janus Henderson Group PLC | 0.00% | No change | 27,817 | $3.6M |
| Hantz Financial Services, Inc. | 0.06% | Add +21.6% | 26,657 | $3.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +42.4% | 25,715 | $3.4M |
| Creative Planning | 0.00% | Add +2.8% | 24,252 | $3.2M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Reduce -0.1% | 23,945 | $3.1M |
| Cresset Asset Management, LLC | 0.01% | Add +6.0% | 23,719 | $3.1M |
| Harfst & Associates, Inc. | 0.70% | Add +3.6% | 23,683 | $3.1M |
| Yousif Capital Management, LLC | 0.03% | Reduce -13.0% | 23,415 | $3.1M |
| Campbell & CO Investment Adviser LLC | 0.22% | New | 22,326 | $2.9M |
| Ensign Peak Advisors, Inc | 0.00% | Add +7.0% | 21,119 | $2.8M |
| Millennium Management | 0.00% | Reduce -54.7% | 21,091 | $2.8M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -6.5% | 21,006 | $2.8M |
| Palisades Investment Partners, LLC | 1.19% | Add +6.4% | 20,879 | $2.7M |
| ExodusPoint Capital Management, LP | 0.03% | New | 20,774 | $2.7M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 20,756 | $2.7M |
| Illinois Municipal Retirement Fund | 0.04% | No change | 20,416 | $2.7M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -2.7% | 19,593 | $2.6M |
| Voya Investment Management LLC | 0.00% | Reduce -2.7% | 19,527 | $2.6M |
| Summit Global Investments | 0.16% | Reduce -23.4% | 19,480 | $2.6M |
| D. E. Shaw & Co. | 0.00% | New | 19,451 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.8% | 19,337 | $2.5M |
| Cadence Bank | 0.17% | Reduce -1.7% | 19,133 | $2.5M |
| Ameritas Investment Partners, Inc. | 0.08% | Reduce -3.2% | 18,519 | $2.4M |
| NorthCrest Asset Manangement, LLC | 0.07% | Add +2.8% | 18,300 | $2.4M |
| Arizona State Retirement System | 0.01% | Add +3.2% | 17,782 | $2.3M |
| Guggenheim Capital LLC | 0.02% | Reduce -20.2% | 17,607 | $2.3M |
| OMERS ADMINISTRATION Corp | 0.02% | No change | 17,200 | $2.3M |
| Louisiana State Employees Retirement System | 0.04% | Reduce -3.4% | 16,900 | $2.2M |
| Ontario Teachers Pension Plan Board | 0.02% | Reduce -64.4% | 15,950 | $2.1M |
| LPL Financial LLC | 0.00% | Add +13.9% | 15,926 | $2.1M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.02% | — | 15,680 | $2.1M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Add +17.8% | 15,680 | $2.1M |
| Ironwood Investment Management LLC | 0.99% | Add +1.0% | 15,520 | $2.0M |
| Bridgewater Advisors Inc. | 0.21% | Reduce -1.4% | 16,487 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +199.7% | 15,421 | $2.0M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,360 | $2.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -23.4% | 15,196 | $2.0M |
| STRS Ohio | 0.01% | Reduce -2.0% | 15,000 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.8% | 14,901 | $2.0M |
| South Dakota Investment Council | 0.04% | No change | 14,875 | $2.0M |
| State of Michigan Retirement System | 0.01% | Reduce -2.7% | 14,500 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -4.1% | 14,312 | $1.9M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 14,125 | $1.9M |
| ProShare Advisors LLC | 0.00% | Reduce -35.7% | 14,092 | $1.8M |
| Pacer Advisors, Inc. | 0.00% | Add +1.1% | 14,076 | $1.8M |
| Engineers Gate Manager LP | 0.04% | Add +31.3% | 13,672 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +2.7% | 13,642 | $1.8M |
| Northwestern Mutual Investment Management Company, LLC | 0.04% | Reduce -1.9% | 13,516 | $1.8M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.9% | 13,429 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -35.1% | 13,309 | $1.7M |
| Harbor Capital Advisors, Inc. | 0.08% | Add +117.0% | 13,304 | $1.7M |
| Handelsbanken Fonder AB | 0.01% | Add +10.4% | 12,695 | $1.7M |
| QSV Equity Investors LLC | 1.56% | No change | 12,638 | $1.7M |
| Headlands Technologies LLC | 0.19% | Add +4756.1% | 12,626 | $1.7M |
| New Mexico Educational Retirement Board | 0.06% | No change | 12,600 | $1.7M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -29.2% | 12,587 | $1.7M |
| Oregon Public Employees Retirement Fund | 0.03% | Reduce -3.9% | 12,361 | $1.6M |
| Marshall Wace, LLP | 0.00% | New | 12,153 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +19.3% | 11,581 | $1.5M |
| Vest Financial, LLC | 0.03% | Add +19.0% | 11,382 | $1.5M |
| Seven Eight Capital, LP | 0.13% | Add +247.4% | 11,372 | $1.5M |
| CX Institutional | 0.07% | Add +3.5% | 11,305 | $1.5M |
| Vestcor Inc | 0.05% | Add +2.4% | 11,096 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +6.6% | 10,897 | $1.5M |
| Legato Capital Management LLC | 0.18% | No change | 10,933 | $1.4M |
| KBC Group NV | 0.00% | Reduce -10.2% | 10,906 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | No change | 10,900 | $1.4M |
| Intech Investment Management LLC | 0.02% | New | 10,698 | $1.4M |
| Jennison Associates LLC | 0.00% | Add +7.8% | 10,054 | $1.3M |
| Cascade Investment Advisors, Inc. | 0.84% | No change | 10,014 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.0% | 9,978 | $1.3M |
| Blair William & Co. | 0.00% | Add +0.5% | 9,977 | $1.3M |
| Abacus FCF Advisors LLC | 0.30% | Reduce -2.0% | 9,865 | $1.3M |
| Massachusetts Financial Services Co. | 0.00% | Add +5.6% | 9,760 | $1.3M |
| Verition Fund Management LLC | 0.01% | Reduce -39.3% | 9,570 | $1.3M |
| Modera Wealth Management, LLC | 0.02% | No change | 9,561 | $1.3M |
| Argent Capital Management LLC | 0.03% | Add +14.6% | 9,065 | $1.2M |
| Pinebridge Investments, L.P. | 0.01% | New | 8,731 | $1.1M |
| Advisory Research Inc. | 0.20% | Reduce -2.9% | 8,655 | $1.1M |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 8,673 | $1.1M |
| Brevan Howard Capital Management LP | 0.06% | Add +24.4% | 8,553 | $1.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -57.0% | 7,909 | $1.1M |
| Xponance LLC | 0.01% | Reduce -0.6% | 8,225 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Add +2.2% | 7,889 | $1.0M |
| Fifth Third Bancorp | 0.00% | Add +5.2% | 7,830 | $1.0M |
| Twinbeech Capital LP | 0.02% | New | 7,772 | $1.0M |
| Mariner, LLC | 0.00% | Add +30.3% | 7,662 | $1.0M |
| Edgestream Partners, L.P. | 0.04% | Reduce -56.9% | 7,448 | $977K |
| Acadian Asset Management LLC | 0.00% | Reduce -43.5% | 7,440 | $975K |
| Neuberger Berman Group LLC | 0.00% | Reduce -49.7% | 7,426 | $974K |
| Federated Hermes, Inc. | 0.00% | Reduce -4.8% | 7,336 | $963K |
| State of Alaska, Department of Revenue | 0.01% | Add +5.6% | 7,080 | $928K |
| Quantbot Technologies LP | 0.04% | Add +44.5% | 7,061 | $926K |
| Cwm, LLC | 0.00% | Add +0.8% | 6,875 | $902K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +66.4% | 6,829 | $896K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -6.0% | 6,756 | $886K |
| Sterling Capital Management LLC | 0.01% | — | 6,754 | $886K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +2.7% | 6,649 | $872K |
| JLB & Associates Inc. | 0.11% | Add +3.1% | 6,550 | $859K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,511 | $854K |
| Cerity Partners LLC | 0.00% | Add +194.1% | 6,332 | $831K |
| Commerce Bank | 0.01% | Reduce -2.9% | 6,313 | $828K |
| Yorktown Management & Research Co Inc | 0.85% | No change | 6,300 | $827K |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.8% | 6,268 | $822K |
| Synovus Financial Corp. | 0.01% | Reduce -2.1% | 6,205 | $814K |
| Hardy Reed LLC | 0.07% | Reduce -0.3% | 6,203 | $814K |
| Bokf, NA | 0.01% | Add +7.5% | 6,202 | $804K |
| Legacy Wealth Asset Management, LLC | 0.21% | Reduce -16.4% | 6,071 | $797K |
| Raymond James Trust N.A. | 0.02% | Add +29.7% | 5,949 | $781K |
| HighTower Advisors, LLC | 0.00% | Add +11.0% | 5,884 | $773K |
| Bank of Montreal | 0.00% | Reduce -3.9% | 5,653 | $742K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -53.0% | 5,478 | $719K |
| Westover Capital Advisors, LLC | 0.14% | No change | 5,420 | $711K |
| Claro Advisors Inc. | 0.09% | Add +0.1% | 5,416 | $711K |
| US Bancorp \de | 0.00% | Add +0.0% | 5,286 | $694K |
| Aviva PLC | 0.00% | Reduce -1.5% | 5,268 | $691K |
| MAI Capital Management | 0.01% | Reduce -13.5% | 5,179 | $680K |
| Empirical Finance, LLC | 0.04% | Add +0.8% | 5,094 | $668K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 5,000 | $656K |
| Keybank National Association | 0.00% | Add +13.2% | 4,924 | $646K |
| Lazard Asset Management LLC | 0.00% | Reduce -55.4% | 4,914 | $642K |
| Roundview Capital LLC | 0.05% | Reduce -0.7% | 4,835 | $634K |
| Wesbanco Bank Inc. | 0.02% | No change | 4,835 | $634K |
| Delta Asset Management LLC | 0.05% | No change | 4,758 | $624K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.1% | 4,747 | $623K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.8% | 4,737 | $622K |
| Argent Trust Co | 0.02% | Add +3.7% | 4,523 | $593K |
| Truist Financial Corp. | 0.00% | Reduce -59.5% | 4,327 | $568K |
| CW Advisors, LLC | 0.01% | No change | 4,315 | $566K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +72.9% | 4,278 | $561K |
| Captrust Financial Advisors | 0.00% | Reduce -0.6% | 4,256 | $558K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -29.7% | 4,245 | $557K |
| Walleye Capital LLC | 0.01% | New | 4,238 | $556K |
| Arkadios Wealth Advisors | 0.03% | Add +27.6% | 4,217 | $553K |
| AIA Group Ltd | 0.01% | Reduce -5.0% | 4,205 | $552K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -27.1% | 4,193 | $550K |
| Readystate Asset Management LP | 0.07% | New | 4,163 | $546K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -78.2% | 4,057 | $532K |
| Baird Financial Group, Inc. | 0.00% | Reduce -6.4% | 4,049 | $531K |
| Meeder Asset Management Inc. | 0.04% | Reduce -72.5% | 3,997 | $524K |
| Meritage Portfolio Management | 0.03% | Add +9.3% | 3,946 | $518K |
| Mackenzie Financial Corp. | 0.00% | Reduce -11.7% | 3,897 | $511K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.5% | 3,895 | $511K |
| Parametrica Management Ltd | 0.61% | New | 3,876 | $509K |
| Occudo Quantitative Strategies LP | 0.09% | Add +56.2% | 3,843 | $504K |
| J. W. Coons Advisors, LLC | 0.09% | Add +5.4% | 3,725 | $489K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -95.3% | 3,720 | $488K |
| FORA Capital, LLC | 0.06% | Add +43.8% | 3,715 | $487K |
| Curated Wealth Partners LLC | 0.06% | No change | 3,623 | $475K |
| Paloma Partners Management Co | 0.03% | New | 3,616 | $474K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 3,604 | $473K |
| Aquatic Capital Management LLC | 0.01% | Reduce -49.3% | 3,600 | $472K |
| Osaic Holdings, Inc. | 0.00% | Add +71.7% | 3,593 | $472K |
| D.A. Davidson & Co. | 0.00% | Reduce -76.3% | 3,559 | $467K |
| Journey Strategic Wealth LLC | 0.02% | Add +4.0% | 3,557 | $467K |
| SG Americas Securities, LLC | 0.00% | Add +18.3% | 3,466 | $455K |
| Net Worth Advisory Group | 0.13% | — | 3,350 | $440K |
| Systematic Alpha Investments, LLC | 0.02% | No change | 3,200 | $420K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -3.9% | 3,194 | $419K |
| Shell Asset Management Co. | 0.02% | — | 3,157 | $414K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.5% | 3,139 | $412K |
| Focus Partners Wealth | 0.00% | New | 3,125 | $410K |
| CWA Asset Management Group, LLC | 0.02% | — | 3,110 | $408K |
| Ethic Inc. | 0.01% | Reduce -3.9% | 3,310 | $407K |
| HSBC Holdings PLC | 0.00% | Reduce -53.2% | 3,071 | $405K |
| Evergreen Capital Management LLC | 0.01% | Reduce -0.8% | 3,047 | $400K |
| M&T Bank Corp | 0.00% | Add +17.3% | 3,029 | $397K |
| Profund Advisors LLC | 0.01% | Add +0.8% | 3,021 | $396K |
| Vident Advisory, LLC | 0.01% | Add +5.5% | 2,987 | $392K |
| Kolinsky Wealth Management, LLC | 0.25% | Add +0.2% | 2,950 | $387K |
| Boothbay Fund Management, LLC | 0.01% | New | 2,922 | $383K |
| Choreo, LLC | 0.01% | Add +48.0% | 2,924 | $383K |
| Bessemer Group Inc. | 0.00% | Add +3.6% | 2,860 | $375K |
| Benjamin Edwards Inc. | 0.01% | Add +11.8% | 2,849 | $375K |
| Kestra Investment Management, LLC | 0.02% | New | 2,844 | $373K |
| Hancock Whitney Corp. | 0.01% | Reduce -4.3% | 2,831 | $371K |
| AlphaMark Advisors, LLC | 0.12% | New | 2,743 | $360K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -4.5% | 2,723 | $357K |
| Quantum Private Wealth, LLC | 0.12% | No change | 2,680 | $352K |
| Penobscot Investment Management Company, Inc. | 0.03% | New | 2,645 | $347K |
| Measured Wealth Private Client Group, LLC | 0.11% | Reduce -8.7% | 2,610 | $342K |
| Metis Global Partners, LLC | 0.01% | Reduce -8.8% | 2,578 | $338K |
| Ellevest, Inc. | 0.02% | Reduce -6.4% | 2,523 | $331K |
| SpiderRock Advisors, LLC | 0.01% | Reduce -1.5% | 2,514 | $330K |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 2,503 | $328K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -2.2% | 2,480 | $325K |
| Quantinno Capital Management LP | 0.00% | New | 2,450 | $321K |
| Shelton Capital Management | 0.01% | Reduce -3.7% | 2,424 | $318K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -1.8% | 2,407 | $316K |
| Forum Financial Management, LP | 0.01% | Add +0.0% | 2,390 | $314K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +10.5% | 2,375 | $312K |
| Lake Street Advisors Group, LLC | 0.01% | Add +0.1% | 2,370 | $311K |
| SkyOak Wealth, LLC | 0.07% | New | 2,341 | $307K |
| Bridgewater Associates | 0.00% | Reduce -88.6% | 2,338 | $307K |
| LSV Asset Management | 0.00% | No change | 2,300 | $302K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.7% | 2,263 | $297K |
| Well Done, LLC | 0.05% | New | 2,240 | $294K |
| IHT Wealth Management, LLC | 0.01% | New | 2,172 | $285K |
| Freedom Investment Management, Inc. | 0.02% | Add +1.1% | 2,145 | $281K |
| Virtus Investment Advisers, LLC | 0.23% | Reduce -67.0% | 2,136 | $280K |
| Cim, LLC | 0.04% | No change | 2,125 | $279K |
| Keeley-Teton Advisors, LLC | 0.03% | New | 2,100 | $276K |
| Cim Investment Management Inc. | 0.08% | No change | 2,094 | $275K |
| Highland Capital Management, LLC | 0.02% | Add +11.4% | 2,084 | $273K |
| Gotham Asset Management | 0.00% | Reduce -76.4% | 2,080 | $273K |
| Smith Shellnut Wilson LLC | 0.12% | No change | 2,069 | $271K |
| Nebula Research & Development LLC | 0.03% | Reduce -13.3% | 2,040 | $268K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +1.8% | 1,922 | $252K |
| Caldwell Sutter Capital, Inc. | 0.12% | Reduce -9.3% | 1,900 | $249K |
| MML Investors Services, LLC | 0.00% | New | 1,892 | $248K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.0% | 1,890 | $248K |
| TFG Advisers LLC | 0.09% | Add +0.2% | 1,878 | $246K |
| MQS Management LLC | 0.13% | New | 1,830 | $240K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -0.3% | 1,810 | $238K |
| Aristides Capital LLC | 0.10% | New | 1,809 | $237K |
| CIBC Asset Management Inc | 0.00% | New | 1,798 | $236K |
| Roberts Glore & Co. Inc. | 0.07% | Reduce -5.5% | 1,788 | $235K |
| Duncker Streett & Co. Inc. | 0.04% | Reduce -45.1% | 1,773 | $233K |
| Altus Wealth Group LLC | 0.10% | New | 1,757 | $231K |
| Wolverine Trading, LLC | 0.01% | New | 1,742 | $229K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -39.5% | 1,731 | $227K |
| Royal London Asset Management Ltd. | 0.00% | No change | 1,724 | $226K |
| Park Avenue Securities LLC | 0.00% | Reduce -16.3% | 1,720 | $226K |
| Stephens Inc. | 0.00% | New | 1,722 | $226K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,691 | $222K |
| RHS Financial, LLC | 0.11% | New | 1,680 | $220K |
| Ausbil Investment Management Ltd | 0.07% | New | 1,652 | $217K |
| Verdence Capital Advisors LLC | 0.02% | New | 1,602 | $210K |
| Huntington National Bank | 0.00% | Reduce -12.2% | 1,578 | $207K |
| IFP Advisors, Inc | 0.01% | Add +9064.7% | 1,558 | $205K |
| Laurel Wealth Advisors LLC | 0.03% | Add +0.5% | 1,293 | $170K |
| Quadrant Capital Group LLC | 0.01% | Reduce -4.3% | 1,263 | $166K |
| State of Wyoming | 0.02% | Reduce -64.7% | 1,214 | $159K |
| McIlrath & Eck, LLC | 0.02% | No change | 1,142 | $150K |
| CI Investments Inc. | 0.00% | Add +17.1% | 1,107 | $145K |
| Natixis | 0.00% | Reduce -2.2% | 1,101 | $144K |
| Catalyst Funds Management Pty Ltd | 0.03% | New | 1,100 | $144K |
| Millburn Ridgefield LLC | 0.00% | New | 1,065 | $140K |
| Legacy Trust | 0.03% | No change | 1,009 | $132K |
| Blue Trust, Inc. | 0.00% | Add +27.4% | 1,108 | $124K |
| Colonial Trust Co / SC | 0.02% | New | 895 | $117K |
| Covestor Ltd | 0.07% | Add +6.8% | 889 | $117K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 715 | $94K |
| Planned Solutions, Inc. | 0.04% | New | 700 | $92K |
| Danske Bank A/S | 0.00% | No change | 700 | $92K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 689 | $90K |
| GAMMA Investing LLC | 0.01% | Add +25.8% | 644 | $84K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.2% | 599 | $79K |
| Assetmark, Inc. | 0.00% | Reduce -0.9% | 559 | $73K |
| Amundi | 0.00% | Add +4.5% | 532 | $70K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 530 | $70K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -6.4% | 483 | $63K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -34.5% | 483 | $63K |
| Optimum Investment Advisors | 0.03% | No change | 480 | $63K |
| Uncommon Cents Investing LLC | 0.02% | New | 480 | $63K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -1.9% | 476 | $62K |
| Principal Securities, Inc. | 0.00% | Add +39.7% | 440 | $58K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 420 | $55K |
| Virtus Fund Advisers, LLC | 0.22% | Reduce -20.7% | 411 | $54K |
| Eagle Bay Advisors LLC | 0.02% | No change | 388 | $51K |
| City State Bank | 0.02% | No change | 350 | $46K |
| Tortoise Investment Management, LLC | 0.00% | No change | 348 | $46K |
| Quarry LP | 0.01% | Add +0.3% | 343 | $45K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +5.1% | 327 | $43K |
| Parallel Advisors, LLC | 0.00% | Add +16.0% | 319 | $42K |
| HM Payson & Co. | 0.00% | No change | 318 | $42K |
| Signaturefd, LLC | 0.00% | Add +31.8% | 315 | $41K |
| Arax Advisory Partners | 0.00% | Reduce -2.9% | 300 | $39K |
| Rise Advisors, LLC | 0.02% | No change | 270 | $35K |
| Silicon Valley Capital Partners | 0.00% | Add +0.4% | 252 | $33K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 223 | $29K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -7.5% | 211 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 202 | $27K |
| UMB Bank, n.a. | 0.00% | Add +300.0% | 192 | $25K |
| Global Retirement Partners, LLC | 0.00% | Reduce -14.0% | 178 | $23K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 172 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +34.2% | 161 | $21K |
| Ashton Thomas Securities, LLC | 0.00% | New | 155 | $20K |
| Centerpoint Advisors, LLC | 0.01% | No change | 142 | $19K |
| Fourpath Capital Management, LLC | 0.00% | New | 141 | $19K |
| Whittier Trust Co. | 0.00% | No change | 141 | $18K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +7.3% | 133 | $18K |
| Allworth Financial LP | 0.00% | Reduce -2.2% | 132 | $17K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 120 | $16K |
| Jones Financial Companies LLLP | 0.00% | Add +625.0% | 116 | $15K |
| ClariVest Asset Management LLC | 0.00% | No change | 132 | $15K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -73.2% | 112 | $15K |
| Concord Wealth Partners | 0.00% | Add +4.0% | 104 | $14K |
| Simplex Trading, LLC | 0.00% | Reduce -75.4% | 104 | $13K |
| Private Wealth Management Group, LLC | 0.00% | No change | 94 | $12K |
| Versant Capital Management, Inc | 0.00% | Add +206.9% | 89 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Add +83.0% | 86 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 80 | $10K |
| Johnson Financial Group, Inc. | 0.00% | New | 75 | $10K |
| Park Place Capital Corp | 0.00% | No change | 73 | $10K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.2% | 65 | $9K |
| Addison Advisors LLC | 0.00% | Add +80.0% | 63 | $8K |
| Rothschild Investment LLC | 0.00% | Add +100.0% | 60 | $8K |
| Mather Group, Llc. | 0.00% | Reduce -48.7% | 58 | $8K |
| LGT Financial Advisors LLC | 0.02% | No change | 54 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | Add +6.3% | 51 | $7K |
| Lindbrook Capital, LLC | 0.00% | Reduce -25.8% | 49 | $6K |
| Geneos Wealth Management Inc. | 0.00% | New | 46 | $6K |
| Hemington Wealth Management | 0.00% | New | 57 | $6K |
| Private Trust Co. NA | 0.00% | Reduce -10.3% | 35 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 33 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -56.5% | 30 | $4K |
| LRI Investments, LLC | 0.00% | Add +31.8% | 29 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 28 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 26 | $3K |
| Reston Wealth Management LLC | 0.00% | New | 23 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 18 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 17 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +7.1% | 15 | $2K |
| TD Private Client Wealth LLC | 0.00% | New | 15 | $2K |
| Earned Wealth Advisors, LLC | 0.00% | New | 12 | $2K |
| CVA Family Office, LLC | 0.00% | Add +71.4% | 12 | $2K |
| Cornerstone Planning Group LLC | 0.00% | No change | 10 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 9 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 8 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 8 | $998 |
| Valued Wealth Advisors LLC | 0.00% | No change | 6 | $788 |
| Thompson Investment Management, Inc. | 0.00% | No change | 6 | $787 |
| Riverview Trust Co | 0.00% | New | 5 | $656 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 5 | $656 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -88.9% | 3 | $394 |
| Larson Financial Group LLC | 0.00% | New | 3 | $394 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $132 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 1 | $131 |
"% of holder's portfolio" is UFPI's weight in each manager's 13F, not the share of Ufp Industries Inc. the manager owns.