Ufp IndustriesUFPI
13F holders, Q4 2024 (December 31)439holders
42new positions
50sold out
8famous investors
$112.63avg. 13F price*
At the end of Q4 2024, 439 institutions reported holding Ufp Industries Inc. (UFPI) in their 13F filings, unchanged from Q3 2024. 42 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($890.3M), Vanguard Group Inc. ($775.4M) and Kayne Anderson Rudnick Investment Management LLC ($358.5M). 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 Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Ufp Industries Inc.
- CUSIP
- 90278Q108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $20.3M |
| Exits | 50 | $42.9M |
All 13F filers, Q3 2024 → Q4 2024: 3,113,650 shares bought and 2,176,556 shares sold, net +937,094 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 439 holders
| BlackRock, Inc. | 0.02% | Reduce -4.8% | 7,902,894 | $890.3M |
| Vanguard Group Inc. | 0.01% | Reduce -0.6% | 6,882,898 | $775.4M |
| Kayne Anderson Rudnick Investment Management LLC | 0.82% | Reduce -2.5% | 3,182,658 | $358.5M |
| State Street Corp. | 0.01% | Add +5.1% | 2,309,633 | $260.2M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -4.5% | 1,891,560 | $213.1M |
| FMR LLC | 0.01% | Add +7.1% | 1,751,264 | $197.3M |
| T. Rowe Price Investment Management, Inc. | 0.11% | Add +39.1% | 1,546,745 | $174.2M |
| Geode Capital Management, LLC | 0.01% | Reduce -2.9% | 1,484,629 | $167.3M |
| Franklin Resources Inc. | 0.04% | Add +5.0% | 1,287,833 | $145.1M |
| Northern Trust Corp. | 0.02% | Add +9.7% | 1,111,147 | $125.2M |
| Allspring Global Investments Holdings, LLC | 0.16% | Add +3.5% | 919,018 | $102.2M |
| First Trust Advisors LP | 0.08% | Add +39.3% | 791,886 | $89.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +0.3% | 772,001 | $87.0M |
| Norges Bank | 0.01% | Reduce -0.5% | 738,122 | $83.1M |
| JPMorgan Chase & Co. | 0.01% | Add +10.7% | 698,684 | $78.7M |
| Victory Capital Management Inc. | 0.08% | Reduce -10.4% | 673,655 | $75.9M |
| Boston Partners | 0.09% | Add +100.8% | 672,231 | $75.7M |
| Invesco Ltd. | 0.01% | Reduce -16.9% | 651,611 | $73.4M |
| T. Rowe Price Associates Inc. | 0.01% | Add +0.1% | 637,419 | $71.8M |
| Royce & Associates LP | 0.66% | Add +1.3% | 628,569 | $70.8M |
| Bank of New York Mellon Corp | 0.01% | Add +4.5% | 577,832 | $65.1M |
| Thrivent Financial for Lutherans | 0.12% | Add +3820.8% | 561,142 | $63.2M |
| Copeland Capital Management, LLC | 1.15% | Add +0.3% | 548,104 | $61.7M |
| Wasatch Advisors LP | 0.30% | Reduce -9.6% | 534,277 | $60.2M |
| Morgan Stanley | 0.00% | Reduce -17.7% | 445,748 | $50.2M |
| AQR Capital Management | 0.06% | Reduce -19.1% | 430,246 | $48.5M |
| Pictet Asset Management Holding SA | 0.05% | Reduce -0.2% | 420,776 | $47.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.4% | 417,760 | $47.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +38.2% | 400,709 | $45.1M |
| GW&K Investment Management, LLC | 0.38% | Reduce -2.5% | 399,477 | $45.0M |
| Wells Fargo & Company | 0.01% | Reduce -7.4% | 384,841 | $43.4M |
| Fisher Asset Management | 0.02% | Add +21.8% | 345,768 | $39.0M |
| Capital International Investors | 0.01% | No change | 333,295 | $37.5M |
| UBS Group AG | 0.01% | Add +440.4% | 321,429 | $36.2M |
| Loomis Sayles & Co. L P | 0.04% | Add +0.7% | 272,349 | $30.7M |
| Raymond James Financial Inc. | 0.01% | — | 270,371 | $30.5M |
| American Century Companies Inc. | 0.01% | Add +3.2% | 222,318 | $25.0M |
| Rhumbline Advisers | 0.02% | Add +4.7% | 217,640 | $24.5M |
| Henrickson Nauta Wealth Advisors, Inc. | 9.95% | Reduce -9.8% | 217,414 | $24.5M |
| Bank of America Corp. | 0.00% | Reduce -5.1% | 216,690 | $24.4M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -15.1% | 171,370 | $19.3M |
| Principal Financial Group Inc. | 0.01% | Add +0.4% | 160,663 | $18.1M |
| Mutual of America Capital Management LLC | 0.19% | Add +0.3% | 159,908 | $18.0M |
| Allianz Asset Management GmbH | 0.03% | Reduce -1.6% | 159,397 | $18.0M |
| Barclays PLC | 0.01% | Add +11.6% | 151,757 | $17.1M |
| Alliancebernstein L.P. | 0.01% | Reduce -1.3% | 151,399 | $17.1M |
| Renaissance Technologies | 0.02% | Reduce -6.2% | 145,400 | $16.4M |
| Picton Mahoney Asset Management | 0.60% | Add +18.5% | 140,161 | $15.8M |
| Kennedy Capital Management LLC | 0.33% | Reduce -14.0% | 132,037 | $14.9M |
| Legal & General Group Plc | 0.00% | Add +1.5% | 130,257 | $14.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.4% | 130,177 | $14.7M |
| Stifel Financial Corp. | 0.01% | Reduce -1.8% | 126,763 | $14.3M |
| Swiss National Bank | 0.01% | Reduce -0.8% | 119,750 | $13.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +17.8% | 117,166 | $13.2M |
| North Point Portfolio Managers Corp. | 2.26% | Reduce -2.3% | 115,123 | $13.0M |
| Citigroup Inc. | 0.01% | Reduce -4.2% | 114,405 | $12.9M |
| California Public Employees Retirement System | 0.01% | Reduce -8.5% | 113,731 | $12.8M |
| Nordea Investment Management AB | 0.01% | Add +3.8% | 109,476 | $12.3M |
| Prudential Financial Inc. | 0.02% | Add +14.2% | 107,878 | $12.2M |
| Segall Bryant & Hamill, LLC | 0.16% | Reduce -11.9% | 103,999 | $11.7M |
| Corebridge Financial, Inc. | 0.06% | Reduce -5.3% | 98,378 | $11.1M |
| Sei Investments Co. | 0.01% | Add +4.8% | 87,984 | $9.9M |
| New York State Teachers Retirement System | 0.02% | Reduce -6.9% | 83,201 | $9.4M |
| Citadel Advisors | 0.01% | Reduce -40.5% | 82,792 | $9.3M |
| State of Wisconsin Investment Board | 0.02% | Add +2.0% | 79,401 | $8.9M |
| Teacher Retirement System of Texas | 0.03% | Add +17.5% | 78,075 | $8.8M |
| Retirement Systems of Alabama | 0.03% | Reduce -0.2% | 73,836 | $8.3M |
| Aptus Capital Advisors, LLC | 0.10% | Add +23.8% | 72,642 | $8.2M |
| Winmill & Co. Inc. | 2.64% | No change | 72,300 | $8.1M |
| MetLife Investment Management, LLC | 0.04% | Add +7.5% | 69,600 | $7.8M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.4% | 69,256 | $7.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +11.7% | 68,980 | $7.8M |
| De Lisle Partners LLP | 1.12% | Add +3.0% | 68,054 | $7.7M |
| Twinbeech Capital LP | 0.13% | Add +745.7% | 65,727 | $7.4M |
| Moran Wealth Management, LLC | 0.24% | Reduce -1.7% | 65,589 | $7.4M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 59,843 | $6.7M |
| California State Teachers Retirement System | 0.01% | Reduce -3.4% | 56,945 | $6.4M |
| Bridge City Capital, LLC | 1.68% | Add +8.1% | 55,978 | $6.3M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -1.6% | 54,432 | $6.1M |
| Van Eck Associates Corp. | 0.01% | Add +30.3% | 53,789 | $6.1M |
| Deutsche Bank AG | 0.00% | Reduce -12.9% | 52,765 | $5.9M |
| Alps Advisors Inc. | 0.04% | Add +17.4% | 52,477 | $5.9M |
| Man Group plc | 0.02% | Reduce -6.1% | 52,336 | $5.9M |
| Wedge Capital Management L L P | 0.10% | Reduce -14.9% | 51,409 | $5.8M |
| Nisa Investment Advisors, LLC | 0.02% | Add +0.2% | 49,553 | $5.6M |
| Wilmington Savings Fund Society, FSB | 0.10% | Reduce -4.5% | 47,904 | $5.4M |
| Regions Financial Corp. | 0.04% | Reduce -2.5% | 45,761 | $5.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -3.9% | 43,747 | $4.9M |
| Martingale Asset Management L P | 0.12% | Reduce -0.4% | 42,099 | $4.7M |
| Seizert Capital Partners, LLC | 0.20% | Add +14.1% | 39,510 | $4.5M |
| Watchman Group, Inc. | 1.15% | Reduce -1.3% | 38,938 | $4.4M |
| New York State Common Retirement Fund | 0.01% | Reduce -0.8% | 38,714 | $4.4M |
| QRG Capital Management, Inc. | 0.04% | Add +1.3% | 38,361 | $4.3M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -6.3% | 37,910 | $4.3M |
| Holocene Advisors, LP | 0.01% | Add +5.8% | 34,929 | $3.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +3.9% | 34,682 | $3.9M |
| Granite Investment Partners, LLC | 0.17% | Reduce -9.7% | 33,885 | $3.8M |
| Advantage Alpha Capital Partners LP | 0.87% | Reduce -18.8% | 32,610 | $3.7M |
| Bahl & Gaynor LLC | 0.02% | Reduce -22.1% | 32,291 | $3.6M |
| Comerica Bank | 0.01% | Reduce -3.8% | 32,149 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.6% | 31,591 | $3.6M |
| Assenagon Asset Management S.A. | 0.01% | Reduce -84.5% | 31,297 | $3.5M |
| Susquehanna International Group, LLP | 0.00% | Add +87.1% | 28,847 | $3.2M |
| Amalgamated Bank | 0.03% | No change | 27,914 | $3.1M |
| Janus Henderson Group PLC | 0.00% | No change | 27,817 | $3.1M |
| Intech Investment Management LLC | 0.03% | Add +159.8% | 27,795 | $3.1M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -1.4% | 26,280 | $3.0M |
| HSBC Holdings PLC | 0.00% | Add +733.7% | 25,604 | $2.9M |
| Creative Planning | 0.00% | Add +3.3% | 25,055 | $2.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 25,010 | $2.8M |
| NewEdge Wealth, LLC | 0.05% | Reduce -15.1% | 24,028 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Reduce -0.3% | 23,884 | $2.7M |
| Harfst & Associates, Inc. | 0.56% | Reduce -0.0% | 23,677 | $2.7M |
| Palisades Investment Partners, LLC | 1.09% | Add +9.3% | 22,827 | $2.6M |
| Yousif Capital Management, LLC | 0.03% | Reduce -3.3% | 22,642 | $2.6M |
| F/m Investments LLC | 0.09% | Reduce -67.7% | 22,257 | $2.5M |
| Vest Financial, LLC | 0.04% | Add +89.7% | 21,588 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -57.8% | 21,344 | $2.4M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -0.0% | 21,000 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -0.7% | 20,980 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 20,756 | $2.3M |
| Ontario Teachers Pension Plan Board | 0.03% | Add +30.1% | 20,749 | $2.3M |
| Johnson Investment Counsel Inc. | 0.02% | Add +40.9% | 19,905 | $2.2M |
| ProShare Advisors LLC | 0.01% | Add +41.1% | 19,886 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -16.3% | 19,850 | $2.2M |
| Edgestream Partners, L.P. | 0.09% | Add +161.7% | 19,492 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.4% | 19,069 | $2.1M |
| GMO | 0.01% | Reduce -56.5% | 19,029 | $2.1M |
| Rafferty Asset Management, LLC | 0.01% | Add +25.2% | 19,021 | $2.1M |
| Cadence Bank | 0.14% | Reduce -0.7% | 18,994 | $2.1M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -4.8% | 18,653 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +418.9% | 18,644 | $2.1M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -0.1% | 18,494 | $2.1M |
| NorthCrest Asset Manangement, LLC | 0.06% | No change | 18,300 | $2.1M |
| Engineers Gate Manager LP | 0.04% | Add +32.3% | 18,081 | $2.0M |
| Voya Investment Management LLC | 0.00% | Reduce -8.2% | 17,919 | $2.0M |
| Arizona State Retirement System | 0.01% | Reduce -0.7% | 17,660 | $2.0M |
| KLP Kapitalforvaltning As | 0.01% | — | 17,600 | $2.0M |
| Headlands Technologies LLC | 0.20% | Add +39.3% | 17,592 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | Reduce -14.7% | 17,413 | $2.0M |
| Cubist Systematic Strategies, LLC | 0.03% | New | 17,388 | $2.0M |
| Louisiana State Employees Retirement System | 0.04% | No change | 16,900 | $1.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +23.1% | 16,793 | $1.9M |
| LPL Financial LLC | 0.00% | Add +3.0% | 16,410 | $1.8M |
| Verition Fund Management LLC | 0.01% | Add +69.0% | 16,178 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Reduce -47.5% | 16,089 | $1.8M |
| Ironwood Investment Management LLC | 0.88% | Add +1.0% | 15,675 | $1.8M |
| &partners | 0.02% | New | 15,681 | $1.7M |
| STRS Ohio | 0.01% | Add +2.7% | 15,400 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -0.5% | 15,280 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | New | 15,176 | $1.7M |
| South Dakota Investment Council | 0.03% | No change | 14,875 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.3% | 14,858 | $1.7M |
| TD Asset Management Inc | 0.00% | New | 14,600 | $1.6M |
| State of Michigan Retirement System | 0.01% | Reduce -0.7% | 14,400 | $1.6M |
| Handelsbanken Fonder AB | 0.01% | Add +11.0% | 14,095 | $1.6M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.1% | 13,497 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 13,411 | $1.5M |
| HRT Financial LP | 0.01% | Reduce -65.7% | 13,295 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.06% | Reduce -1.0% | 13,172 | $1.5M |
| Capstone Investment Advisors, LLC | 0.02% | New | 13,142 | $1.5M |
| B. Metzler seel. Sohn & Co. AG | 0.02% | Reduce -16.9% | 13,022 | $1.5M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 12,887 | $1.5M |
| QSV Equity Investors LLC | 1.37% | Add +0.0% | 12,641 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | No change | 12,600 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +8.7% | 12,591 | $1.4M |
| Quantbot Technologies LP | 0.05% | Add +78.0% | 12,570 | $1.4M |
| Pinebridge Investments, L.P. | 0.01% | Add +42.7% | 12,463 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 12,361 | $1.4M |
| Argent Capital Management LLC | 0.04% | Add +35.8% | 12,306 | $1.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -36.8% | 12,286 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -10.9% | 11,854 | $1.3M |
| Millennium Management | 0.00% | Reduce -43.8% | 11,848 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.1% | 10,910 | $1.3M |
| Summit Global Investments | 0.08% | Reduce -42.4% | 11,216 | $1.3M |
| Massachusetts Financial Services Co. | 0.00% | Add +13.7% | 11,099 | $1.3M |
| Legato Capital Management LLC | 0.16% | No change | 10,933 | $1.2M |
| Two Sigma Advisers, LP | 0.00% | Reduce -0.9% | 10,800 | $1.2M |
| Vestcor Inc | 0.04% | Reduce -6.8% | 10,341 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +1.2% | 10,102 | $1.1M |
| Cascade Investment Advisors, Inc. | 0.72% | No change | 10,014 | $1.1M |
| Blair William & Co. | 0.00% | No change | 9,977 | $1.1M |
| OMERS ADMINISTRATION Corp | 0.01% | Reduce -42.4% | 9,900 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.2% | 9,546 | $1.1M |
| Empirical Finance, LLC | 0.06% | Add +82.1% | 9,276 | $1.0M |
| Pacer Advisors, Inc. | 0.00% | Reduce -35.6% | 9,068 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +10.5% | 8,741 | $985K |
| Advisory Research Inc. | 0.16% | Add +0.5% | 8,701 | $980K |
| Xponance LLC | 0.01% | Add +4.7% | 8,611 | $970K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 8,673 | $956K |
| Shaker Investments LLC | 0.39% | New | 8,200 | $924K |
| Mackenzie Financial Corp. | 0.00% | Add +109.4% | 8,162 | $919K |
| Nomura Holdings Inc. | 0.00% | New | 8,043 | $906K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +15.7% | 7,903 | $890K |
| SkyView Investment Advisors, LLC | 0.14% | New | 7,848 | $884K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.3% | 7,653 | $862K |
| Sterling Capital Management LLC | 0.01% | Add +11.0% | 7,494 | $844K |
| Fifth Third Bancorp | 0.00% | Reduce -5.4% | 7,409 | $835K |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.5% | 7,244 | $816K |
| Pathstone Holdings, LLC | 0.00% | Reduce -9.0% | 7,177 | $808K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -2.2% | 6,925 | $780K |
| Cwm, LLC | 0.00% | Reduce -0.1% | 6,868 | $774K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +2.4% | 6,809 | $767K |
| Jennison Associates LLC | 0.00% | Reduce -34.7% | 6,566 | $740K |
| JLB & Associates Inc. | 0.10% | Add +0.1% | 6,555 | $738K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,511 | $733K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.4% | 6,418 | $723K |
| Bank of Montreal | 0.00% | Add +12.8% | 6,375 | $718K |
| Yorktown Management & Research Co Inc | 0.68% | No change | 6,300 | $710K |
| New York Life Investment Management LLC | 0.01% | New | 6,283 | $708K |
| OneDigital Investment Advisors LLC | 0.01% | New | 6,244 | $703K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.2% | 6,227 | $701K |
| D.A. Davidson & Co. | 0.01% | Add +74.8% | 6,222 | $701K |
| Hardy Reed LLC | 0.06% | No change | 6,203 | $699K |
| Federated Hermes, Inc. | 0.00% | Reduce -16.0% | 6,164 | $694K |
| Mariner, LLC | 0.00% | Reduce -21.5% | 6,017 | $678K |
| Bokf, NA | 0.01% | No change | 6,202 | $677K |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 5,911 | $666K |
| Cerity Partners LLC | 0.00% | Reduce -21.6% | 4,963 | $649K |
| Commerce Bank | 0.00% | Reduce -8.8% | 5,756 | $648K |
| Synovus Financial Corp. | 0.01% | Reduce -8.0% | 5,707 | $643K |
| Marshall Wace, LLP | 0.00% | Reduce -53.4% | 5,668 | $639K |
| Cibc World Markets Corp. | 0.00% | New | 5,663 | $638K |
| Magnetar Financial LLC | 0.02% | New | 5,494 | $619K |
| Claro Advisors Inc. | 0.08% | Add +0.1% | 5,422 | $611K |
| Westover Capital Advisors, LLC | 0.13% | No change | 5,420 | $611K |
| Argent Trust Co | 0.02% | Add +18.3% | 5,349 | $603K |
| Callan Family Office, LLC | 0.04% | New | 5,342 | $602K |
| US Bancorp \de | 0.00% | Add +0.0% | 5,288 | $596K |
| Quadrature Capital Ltd | 0.01% | New | 5,267 | $593K |
| MAI Capital Management | 0.00% | Add +0.1% | 5,187 | $584K |
| Legacy Wealth Asset Management, LLC | 0.16% | Reduce -15.6% | 5,123 | $577K |
| Marks Group Wealth Management, Inc | 0.06% | No change | 5,000 | $563K |
| Dynamic Technology Lab Private Ltd | 0.09% | New | 4,997 | $563K |
| Impact Capital Partners LLC | 0.20% | — | 4,883 | $550K |
| Roundview Capital LLC | 0.04% | No change | 4,835 | $545K |
| Delta Asset Management LLC | 0.05% | No change | 4,758 | $536K |
| Aviva PLC | 0.00% | Reduce -10.6% | 4,708 | $530K |
| Keybank National Association | 0.00% | Reduce -6.1% | 4,624 | $521K |
| Securian Asset Management, Inc. | 0.02% | Reduce -3.1% | 4,590 | $517K |
| Penobscot Investment Management Company, Inc. | 0.05% | Add +70.9% | 4,520 | $509K |
| Meritage Portfolio Management | 0.03% | Add +12.4% | 4,435 | $500K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.4% | 4,382 | $494K |
| Focus Partners Wealth | 0.00% | Add +39.7% | 4,367 | $492K |
| Wesbanco Bank Inc. | 0.02% | Reduce -10.4% | 4,332 | $488K |
| AIA Group Ltd | 0.01% | Add +1.5% | 4,269 | $481K |
| Baird Financial Group, Inc. | 0.00% | Add +5.3% | 4,265 | $480K |
| Truist Financial Corp. | 0.00% | Reduce -2.2% | 4,232 | $477K |
| Arkadios Wealth Advisors | 0.03% | Add +0.3% | 4,231 | $477K |
| Captrust Financial Advisors | 0.00% | Reduce -2.2% | 4,161 | $469K |
| Meeder Asset Management Inc. | 0.03% | Add +1.6% | 4,062 | $458K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -0.8% | 4,023 | $453K |
| Two Sigma Securities, LLC | 0.08% | New | 3,961 | $446K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -7.0% | 3,900 | $439K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.2% | 3,850 | $434K |
| Aster Capital Management (DIFC) Ltd | 0.17% | New | 3,848 | $433K |
| DRW Securities, LLC | 0.03% | New | 3,817 | $430K |
| J. W. Coons Advisors, LLC | 0.11% | Add +2.0% | 3,800 | $428K |
| Greenleaf Trust | 0.00% | New | 3,768 | $424K |
| Curated Wealth Partners LLC | 0.05% | No change | 3,623 | $408K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.1% | 3,555 | $400K |
| Kestra Investment Management, LLC | 0.02% | Add +23.6% | 3,514 | $396K |
| Snowden Capital Advisors LLC | 0.01% | Add +10.0% | 3,512 | $396K |
| Quantinno Capital Management LP | 0.00% | Add +38.5% | 3,392 | $382K |
| Net Worth Advisory Group | 0.12% | Add +0.6% | 3,370 | $380K |
| Benjamin Edwards Inc. | 0.01% | Add +17.4% | 3,344 | $378K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.7% | 3,286 | $370K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -23.1% | 3,264 | $368K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 3,200 | $360K |
| Shell Asset Management Co. | 0.02% | No change | 3,157 | $356K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -17.5% | 3,068 | $346K |
| Evergreen Capital Management LLC | 0.01% | Add +0.6% | 3,065 | $345K |
| XTX Topco Ltd | 0.03% | New | 3,042 | $343K |
| Hancock Whitney Corp. | 0.01% | Add +7.4% | 3,040 | $342K |
| M&T Bank Corp | 0.00% | Add +0.1% | 3,033 | $342K |
| Kolinsky Wealth Management, LLC | 0.20% | No change | 2,950 | $332K |
| Bessemer Group Inc. | 0.00% | Add +2.4% | 2,929 | $330K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +21.1% | 2,875 | $323K |
| Forum Financial Management, LP | 0.01% | Add +19.5% | 2,857 | $322K |
| Integrated Quantitative Investments LLC | 0.16% | — | 2,850 | $321K |
| Axq Capital, LP | 0.14% | New | 2,834 | $319K |
| Profund Advisors LLC | 0.01% | Reduce -8.9% | 2,753 | $310K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.6% | 2,738 | $308K |
| Cetera Investment Advisers | 0.00% | Add +8.6% | 2,718 | $306K |
| GTS Securities LLC | 0.01% | New | 2,689 | $303K |
| Quantum Private Wealth, LLC | 0.10% | No change | 2,680 | $302K |
| Gotham Asset Management | 0.00% | Add +28.1% | 2,664 | $300K |
| Well Done, LLC | 0.05% | No change | 2,240 | $294K |
| Vident Advisory, LLC | 0.01% | Reduce -13.9% | 2,571 | $290K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -0.8% | 2,460 | $277K |
| Aristides Capital LLC | 0.09% | Add +35.5% | 2,451 | $276K |
| KBC Group NV | 0.00% | Reduce -77.5% | 2,450 | $276K |
| Virtu Financial LLC | 0.01% | New | 2,400 | $270K |
| Lake Street Advisors Group, LLC | 0.01% | Add +0.4% | 2,379 | $268K |
| Vista Finance, LLC | 0.28% | New | 2,378 | $268K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -2.0% | 2,358 | $266K |
| LSV Asset Management | 0.00% | No change | 2,300 | $259K |
| Shelton Capital Management | 0.01% | Reduce -5.2% | 2,299 | $259K |
| FourThought Financial Partners, LLC | 0.03% | New | 2,298 | $259K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -73.2% | 2,294 | $258K |
| Metis Global Partners, LLC | 0.01% | Reduce -11.4% | 2,285 | $257K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.6% | 2,226 | $251K |
| Highland Capital Management, LLC | 0.01% | Add +6.6% | 2,222 | $250K |
| Norris Perne & French LLP | 0.02% | New | 2,109 | $238K |
| Cim, LLC | 0.03% | Reduce -1.0% | 2,103 | $237K |
| Keeley-Teton Advisors, LLC | 0.03% | No change | 2,100 | $237K |
| Cim Investment Management Inc. | 0.07% | No change | 2,094 | $236K |
| Park Avenue Securities LLC | 0.00% | Add +21.2% | 2,085 | $235K |
| Smith Shellnut Wilson LLC | 0.10% | No change | 2,069 | $233K |
| Choreo, LLC | 0.00% | Reduce -29.3% | 2,066 | $232K |
| Venturi Wealth Management, LLC | 0.01% | New | 2,052 | $231K |
| CI Investments Inc. | 0.00% | Add +84.2% | 2,039 | $230K |
| MML Investors Services, LLC | 0.00% | Add +5.9% | 2,004 | $226K |
| Ethic Inc. | 0.00% | Reduce -39.6% | 1,999 | $225K |
| Fifth Third Wealth Advisors LLC | 0.01% | No change | 1,922 | $217K |
| TFG Advisers LLC | 0.08% | Add +2.2% | 1,919 | $216K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +5.8% | 1,914 | $216K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 1,900 | $214K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.4% | 1,898 | $214K |
| CIBC Asset Management Inc | 0.00% | Add +5.4% | 1,895 | $213K |
| Huntington National Bank | 0.00% | Add +19.3% | 1,882 | $212K |
| Dark Forest Capital Management LP | 0.03% | New | 1,842 | $208K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +6.2% | 1,796 | $202K |
| Roberts Glore & Co. Inc. | 0.06% | No change | 1,788 | $201K |
| Duncker Streett & Co. Inc. | 0.04% | Reduce -1.2% | 1,751 | $197K |
| Royal London Asset Management Ltd. | 0.00% | No change | 1,724 | $194K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.04% | New | 1,418 | $160K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -18.8% | 1,405 | $158K |
| Quadrant Capital Group LLC | 0.01% | Add +6.9% | 1,350 | $152K |
| IFP Advisors, Inc | 0.00% | Reduce -14.8% | 1,328 | $150K |
| Bayforest Capital Ltd | 0.18% | — | 1,307 | $147K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,293 | $146K |
| Ausbil Investment Management Ltd | 0.08% | Reduce -25.9% | 1,225 | $137K |
| State of Wyoming | 0.02% | Reduce -1.6% | 1,194 | $135K |
| McIlrath & Eck, LLC | 0.02% | No change | 1,142 | $129K |
| Natixis | 0.00% | Reduce -1.4% | 1,086 | $122K |
| Legacy Trust | 0.03% | No change | 1,009 | $114K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 939 | $106K |
| Colonial Trust Co / SC | 0.01% | Reduce -2.4% | 874 | $98K |
| Lazard Asset Management LLC | 0.00% | Reduce -82.6% | 857 | $96K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.3% | 746 | $84K |
| Covestor Ltd | 0.05% | Reduce -17.2% | 736 | $83K |
| GAMMA Investing LLC | 0.01% | Add +12.3% | 723 | $81K |
| Blue Trust, Inc. | 0.00% | Reduce -35.8% | 711 | $80K |
| Principal Securities, Inc. | 0.00% | Add +39.8% | 615 | $69K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +14.3% | 606 | $68K |
| Assetmark, Inc. | 0.00% | Add +1.1% | 565 | $64K |
| Kapitalo Investimentos Ltda | 0.04% | New | 543 | $61K |
| Winnacle Wealth LLC | 0.06% | — | 540 | $61K |
| CIBC Private Wealth Group LLC | 0.00% | Add +14.1% | 551 | $61K |
| Smartleaf Asset Management LLC | 0.01% | Add +1683.3% | 535 | $60K |
| Jones Financial Companies LLLP | 0.00% | Add +357.8% | 531 | $60K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.8% | 522 | $59K |
| Optimum Investment Advisors | 0.02% | No change | 480 | $54K |
| First Horizon Advisors, Inc. | 0.00% | No change | 476 | $54K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 420 | $47K |
| Eagle Bay Advisors LLC | 0.03% | No change | 388 | $44K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -45.9% | 387 | $43K |
| Parallel Advisors, LLC | 0.00% | Add +10.0% | 351 | $40K |
| City State Bank | 0.01% | No change | 350 | $39K |
| Tortoise Investment Management, LLC | 0.00% | No change | 348 | $39K |
| HM Payson & Co. | 0.00% | No change | 318 | $36K |
| Caitong International Asset Management Co., Ltd | 0.03% | — | 298 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -14.1% | 281 | $32K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 271 | $31K |
| Arax Advisory Partners | 0.00% | Reduce -10.7% | 268 | $30K |
| Putney Financial Group LLC | 0.03% | — | 266 | $30K |
| Versant Capital Management, Inc | 0.01% | Add +195.5% | 263 | $30K |
| Signaturefd, LLC | 0.00% | Reduce -19.7% | 253 | $29K |
| Silicon Valley Capital Partners | 0.00% | Add +0.4% | 253 | $28K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 223 | $25K |
| Amundi | 0.00% | Reduce -59.2% | 217 | $24K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -1.9% | 207 | $24K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 202 | $23K |
| UMB Bank, n.a. | 0.00% | Add +4.7% | 201 | $23K |
| Leonteq Securities AG | 0.00% | New | 200 | $23K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -60.5% | 191 | $22K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +38.4% | 184 | $21K |
| Whittier Trust Co. | 0.00% | Add +29.1% | 182 | $20K |
| Global Retirement Partners, LLC | 0.00% | No change | 178 | $20K |
| V-Square Quantitative Management LLC | 0.00% | New | 178 | $20K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +7.5% | 173 | $19K |
| Contravisory Investment Management, Inc. | 0.00% | No change | 172 | $19K |
| Allworth Financial LP | 0.00% | Add +5.3% | 139 | $16K |
| Centerpoint Advisors, LLC | 0.01% | No change | 142 | $16K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 120 | $14K |
| Parkside Financial Bank & Trust | 0.00% | Add +39.5% | 120 | $14K |
| J.Safra Asset Management Corp | 0.00% | New | 116 | $13K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 112 | $13K |
| WPG Advisers, LLC | 0.01% | — | 108 | $12K |
| Concord Wealth Partners | 0.00% | No change | 104 | $12K |
| Creative Financial Designs Inc. | 0.00% | New | 104 | $12K |
| Danske Bank A/S | 0.00% | Reduce -85.7% | 100 | $11K |
| Retirement Wealth Solutions LLC | 0.01% | — | 100 | $11K |
| Private Wealth Management Group, LLC | 0.00% | No change | 94 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 80 | $9K |
| Park Place Capital Corp | 0.00% | No change | 73 | $8K |
| Hemington Wealth Management | 0.00% | Add +35.1% | 77 | $8K |
| Simplex Trading, LLC | 0.00% | Reduce -27.9% | 75 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 65 | $7K |
| Addison Advisors LLC | 0.00% | No change | 63 | $7K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -21.3% | 59 | $7K |
| Rothschild Investment LLC | 0.00% | No change | 60 | $7K |
| Mather Group, Llc. | 0.00% | No change | 58 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Add +13.0% | 52 | $6K |
| Lindbrook Capital, LLC | 0.00% | Reduce -2.0% | 48 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | Reduce -5.9% | 48 | $5K |
| LGT Financial Advisors LLC | 0.01% | Reduce -13.0% | 47 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 35 | $4K |
| Private Trust Co. NA | 0.00% | Reduce -2.9% | 34 | $4K |
| NewEdge Advisors, LLC | 0.00% | No change | 33 | $4K |
| LRI Investments, LLC | 0.00% | No change | 29 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -3.9% | 25 | $3K |
| Decker Retirement Planning Inc. | 0.00% | — | 24 | $3K |
| Bogart Wealth, LLC | 0.00% | New | 18 | $2K |
| TD Private Client Wealth LLC | 0.00% | Add +13.3% | 17 | $2K |
| NFSG Corp | 0.00% | New | 15 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 15 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -50.0% | 14 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -17.6% | 14 | $2K |
| Whipplewood Advisors, LLC | 0.00% | — | 14 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 12 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 10 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +25.0% | 10 | $1K |
| Montag A & Associates Inc. | 0.00% | Reduce -11.1% | 8 | $925 |
| CENTRAL TRUST Co | 0.00% | No change | 8 | $902 |
| Quarry LP | 0.00% | Reduce -98.0% | 7 | $789 |
| Valued Wealth Advisors LLC | 0.00% | No change | 6 | $676 |
| Thompson Investment Management, Inc. | 0.00% | No change | 6 | $676 |
| Riverview Trust Co | 0.00% | No change | 5 | $563 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 5 | $563 |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $338 |
| NewSquare Capital LLC | 0.00% | New | 3 | $338 |
| Larson Financial Group LLC | 0.00% | No change | 3 | $338 |
| Brooklyn Investment Group | 0.00% | New | 2 | $226 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $225 |
| Avior Wealth Management, LLC | 0.00% | New | 2 | $225 |
| AdvisorNet Financial, Inc | 0.00% | Reduce -66.7% | 1 | $113 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $113 |
"% of holder's portfolio" is UFPI's weight in each manager's 13F, not the share of Ufp Industries Inc. the manager owns.