Ufp IndustriesUFPI
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 436 institutions reported holding Ufp Industries Inc. (UFPI) in their 13F filings, down 3 from Q4 2024. 44 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($815.8M), Vanguard Group Inc. ($726.8M) and Kayne Anderson Rudnick Investment Management LLC ($401.5M). 7 famous investors held it, including Cliff Asness (0.0% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $24.2M |
| Exits | 49 | $41.0M |
All 13F filers, Q4 2024 → Q1 2025: 4,279,020 shares bought and 3,181,255 shares sold, net +1,097,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 436 holders
| BlackRock, Inc. | 0.02% | Reduce -3.6% | 7,621,286 | $815.8M |
| Vanguard Group Inc. | 0.01% | Reduce -1.3% | 6,790,416 | $726.8M |
| Kayne Anderson Rudnick Investment Management LLC | 0.98% | Add +17.9% | 3,751,399 | $401.5M |
| State Street Corp. | 0.01% | Reduce -1.9% | 2,265,066 | $242.5M |
| FMR LLC | 0.01% | Add +11.2% | 1,947,488 | $208.5M |
| Dimensional Fund Advisors LP | 0.05% | Add +1.4% | 1,917,463 | $205.2M |
| Geode Capital Management, LLC | 0.01% | Add +4.8% | 1,556,627 | $166.7M |
| Franklin Resources Inc. | 0.05% | Add +17.0% | 1,507,292 | $161.3M |
| Boston Partners | 0.19% | Add +118.6% | 1,469,300 | $157.3M |
| Wasatch Advisors LP | 0.80% | Add +150.9% | 1,340,689 | $143.5M |
| Northern Trust Corp. | 0.02% | Add +1.6% | 1,129,244 | $120.9M |
| Allspring Global Investments Holdings, LLC | 0.19% | Add +14.4% | 1,051,613 | $112.1M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.2% | 770,261 | $82.4M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -52.1% | 740,517 | $79.3M |
| Royce & Associates LP | 0.81% | Add +10.9% | 697,311 | $74.6M |
| Norges Bank | 0.01% | Reduce -7.3% | 684,276 | $73.2M |
| Invesco Ltd. | 0.01% | Add +0.5% | 655,041 | $70.1M |
| T. Rowe Price Associates Inc. | 0.01% | Reduce -2.7% | 620,081 | $66.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.6% | 551,264 | $59.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.1% | 544,052 | $58.2M |
| Copeland Capital Management, LLC | 1.15% | Reduce -2.3% | 535,382 | $57.3M |
| Victory Capital Management Inc. | 0.06% | Reduce -23.5% | 515,561 | $55.2M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -11.7% | 495,365 | $53.0M |
| UBS Group AG | 0.01% | Add +41.3% | 454,121 | $48.6M |
| Ameriprise Financial Inc. | 0.01% | Add +1.3% | 423,239 | $45.3M |
| Wells Fargo & Company | 0.01% | Add +8.0% | 415,460 | $44.5M |
| Morgan Stanley | 0.00% | Reduce -9.8% | 402,018 | $43.0M |
| AQR Capital Management | 0.04% | Reduce -7.3% | 398,906 | $42.3M |
| GW&K Investment Management, LLC | 0.38% | Reduce -3.1% | 386,900 | $41.4M |
| Pictet Asset Management Holding SA | 0.04% | Reduce -13.8% | 362,754 | $38.8M |
| Fisher Asset Management | 0.02% | Reduce -0.6% | 343,851 | $36.8M |
| Capital International Investors | 0.01% | No change | 333,295 | $35.7M |
| First Trust Advisors LP | 0.03% | Reduce -58.7% | 327,271 | $35.0M |
| Raymond James Financial Inc. | 0.01% | Add +18.8% | 321,133 | $34.4M |
| Bank of America Corp. | 0.00% | Add +40.3% | 304,070 | $32.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -25.5% | 298,614 | $32.0M |
| Loomis Sayles & Co. L P | 0.04% | Add +0.1% | 272,601 | $29.2M |
| Henrickson Nauta Wealth Advisors, Inc. | 10.11% | Add +7.4% | 233,470 | $24.7M |
| Allianz Asset Management GmbH | 0.04% | Add +41.9% | 226,109 | $24.2M |
| Rhumbline Advisers | 0.02% | Add +0.1% | 217,886 | $23.3M |
| American Century Companies Inc. | 0.01% | Reduce -15.0% | 188,908 | $20.2M |
| Nuveen, LLC | 0.01% | — | 170,252 | $18.2M |
| Renaissance Technologies | 0.03% | Add +12.3% | 163,209 | $17.5M |
| Principal Financial Group Inc. | 0.01% | Add +1.1% | 162,478 | $17.4M |
| Sei Investments Co. | 0.02% | Add +83.1% | 161,079 | $17.2M |
| Mutual of America Capital Management LLC | 0.20% | Reduce -0.4% | 159,277 | $17.0M |
| Picton Mahoney Asset Management | 0.58% | Add +12.6% | 157,861 | $16.9M |
| Kennedy Capital Management LLC | 0.39% | Add +15.0% | 151,880 | $16.3M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.6% | 150,480 | $16.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.7% | 138,915 | $14.9M |
| Legal & General Group Plc | 0.00% | Add +0.5% | 130,853 | $14.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +10.3% | 129,209 | $13.8M |
| Barclays PLC | 0.01% | Reduce -15.1% | 128,803 | $13.8M |
| Citigroup Inc. | 0.01% | Add +10.7% | 126,631 | $13.6M |
| Jane Street Group, LLC | 0.02% | Add +465.6% | 120,718 | $12.9M |
| Swiss National Bank | 0.01% | Reduce -1.8% | 117,650 | $12.6M |
| North Point Portfolio Managers Corp. | 2.16% | Add +0.1% | 115,184 | $12.3M |
| Nordea Investment Management AB | 0.01% | Add +1.2% | 110,825 | $11.8M |
| Segall Bryant & Hamill, LLC | 0.17% | Reduce -2.1% | 101,798 | $10.9M |
| D. E. Shaw & Co. | 0.01% | Add +721.6% | 100,948 | $10.8M |
| Citadel Advisors | 0.01% | Add +20.8% | 100,000 | $10.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +45.0% | 99,994 | $10.7M |
| California Public Employees Retirement System | 0.01% | Reduce -14.6% | 97,134 | $10.4M |
| Corebridge Financial, Inc. | 0.06% | Reduce -2.5% | 95,925 | $10.3M |
| New York State Teachers Retirement System | 0.02% | Reduce -0.5% | 82,801 | $8.9M |
| Aptus Capital Advisors, LLC | 0.10% | Add +12.6% | 81,774 | $8.8M |
| State of Wisconsin Investment Board | 0.02% | Add +0.6% | 79,847 | $8.5M |
| Deutsche Bank AG | 0.00% | Add +47.1% | 77,637 | $8.3M |
| Susquehanna International Group, LLP | 0.01% | Add +162.5% | 75,716 | $8.1M |
| Retirement Systems of Alabama | 0.03% | Add +0.1% | 73,909 | $7.9M |
| Winmill & Co. Inc. | 2.35% | No change | 72,300 | $7.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -1.3% | 68,328 | $7.3M |
| De Lisle Partners LLP | 1.21% | No change | 68,054 | $7.3M |
| MetLife Investment Management, LLC | 0.04% | Reduce -3.2% | 67,365 | $7.2M |
| Teacher Retirement System of Texas | 0.03% | Reduce -17.7% | 64,288 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +3.0% | 61,641 | $6.6M |
| Moran Wealth Management, LLC | 0.22% | Reduce -7.4% | 60,755 | $6.5M |
| Van Eck Associates Corp. | 0.01% | Add +11.5% | 59,955 | $6.4M |
| Stifel Financial Corp. | 0.01% | Reduce -54.3% | 57,900 | $6.2M |
| Alps Advisors Inc. | 0.04% | Add +7.8% | 56,564 | $6.1M |
| Wedge Capital Management L L P | 0.12% | Add +10.0% | 56,550 | $6.1M |
| California State Teachers Retirement System | 0.01% | Reduce -1.1% | 56,305 | $6.0M |
| Bridge City Capital, LLC | 1.80% | Add +0.3% | 56,123 | $6.0M |
| Prudential Financial Inc. | 0.01% | Reduce -49.8% | 54,123 | $5.8M |
| Vestmark Advisory Solutions, Inc. | 0.15% | Add +123.4% | 53,358 | $5.7M |
| Regions Financial Corp. | 0.04% | Add +13.3% | 51,863 | $5.6M |
| Nisa Investment Advisors, LLC | 0.03% | Reduce -0.0% | 49,532 | $5.3M |
| Man Group plc | 0.02% | Reduce -9.3% | 47,454 | $5.1M |
| Wilmington Savings Fund Society, FSB | 0.09% | Reduce -1.8% | 47,028 | $5.0M |
| Voloridge Investment Management, LLC | 0.02% | New | 46,859 | $5.0M |
| Holocene Advisors, LP | 0.01% | Add +32.8% | 46,391 | $5.0M |
| Advantage Alpha Capital Partners LP | 1.14% | Add +32.8% | 43,306 | $4.6M |
| Martingale Asset Management L P | 0.11% | No change | 42,099 | $4.5M |
| Narwhal Capital Management | 0.38% | New | 39,434 | $4.2M |
| Seizert Capital Partners, LLC | 0.19% | Reduce -0.4% | 39,339 | $4.2M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -10.8% | 39,007 | $4.2M |
| New York State Common Retirement Fund | 0.01% | No change | 38,714 | $4.1M |
| Watchman Group, Inc. | 1.15% | Reduce -1.9% | 38,184 | $4.1M |
| QRG Capital Management, Inc. | 0.04% | Reduce -0.8% | 38,067 | $4.1M |
| Brandywine Global Investment Management, LLC | 0.03% | Reduce -3.2% | 36,693 | $3.9M |
| HRT Financial LP | 0.02% | Add +172.4% | 36,215 | $3.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +3.7% | 35,968 | $3.9M |
| Comerica Bank | 0.02% | Add +4.9% | 33,721 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +5.3% | 33,278 | $3.6M |
| Intech Investment Management LLC | 0.04% | Add +15.0% | 31,965 | $3.4M |
| Creative Planning | 0.00% | Add +23.3% | 30,891 | $3.3M |
| Granite Investment Partners, LLC | 0.17% | Reduce -10.0% | 30,504 | $3.3M |
| ExodusPoint Capital Management, LP | 0.04% | New | 28,927 | $3.1M |
| NewEdge Wealth, LLC | 0.05% | Add +11.2% | 26,714 | $2.9M |
| Amalgamated Bank | 0.02% | Reduce -4.3% | 26,711 | $2.9M |
| Johnson Investment Counsel Inc. | 0.03% | Add +32.8% | 26,425 | $2.8M |
| Verition Fund Management LLC | 0.02% | Add +63.3% | 26,420 | $2.8M |
| Bahl & Gaynor LLC | 0.01% | Reduce -18.8% | 26,229 | $2.8M |
| Janus Henderson Group PLC | 0.00% | Reduce -5.8% | 26,217 | $2.8M |
| Hantz Financial Services, Inc. | 0.05% | Reduce -1.6% | 25,862 | $2.8M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 25,010 | $2.7M |
| Ensign Peak Advisors, Inc | 0.00% | Add +12.4% | 23,578 | $2.5M |
| Palisades Investment Partners, LLC | 1.25% | Add +1.6% | 23,194 | $2.5M |
| B. Metzler seel. Sohn & Co. AG | 0.03% | Add +77.8% | 23,155 | $2.5M |
| Millennium Management | 0.00% | Add +92.2% | 22,768 | $2.4M |
| F/m Investments LLC | 0.10% | Add +0.4% | 22,347 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.0% | 22,197 | $2.4M |
| Great Lakes Advisors, LLC | 0.02% | Add +0.5% | 21,105 | $2.3M |
| Natixis Advisors, LLC | 0.00% | Add +28.4% | 20,650 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +8.2% | 20,168 | $2.2M |
| Cadence Bank | 0.15% | Add +4.3% | 19,821 | $2.1M |
| XTX Topco Ltd | 0.11% | Add +548.2% | 19,717 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.4% | 18,986 | $2.0M |
| Cresset Asset Management, LLC | 0.01% | Reduce -5.1% | 18,833 | $2.0M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -1.5% | 18,740 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 18,653 | $2.0M |
| Ontario Teachers Pension Plan Board | 0.03% | Reduce -10.2% | 18,640 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -11.5% | 18,369 | $2.0M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +0.1% | 18,309 | $2.0M |
| Ameritas Investment Partners, Inc. | 0.07% | Reduce -2.7% | 17,990 | $1.9M |
| &partners | 0.02% | Add +14.5% | 17,948 | $1.9M |
| KLP Kapitalforvaltning As | 0.01% | No change | 17,600 | $1.9M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 17,413 | $1.9M |
| Arizona State Retirement System | 0.01% | Reduce -1.5% | 17,389 | $1.9M |
| Louisiana State Employees Retirement System | 0.04% | Add +0.6% | 17,000 | $1.8M |
| LPL Financial LLC | 0.00% | Add +1.6% | 16,678 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +27.6% | 16,065 | $1.7M |
| Voya Investment Management LLC | 0.00% | Reduce -11.5% | 15,856 | $1.7M |
| Ironwood Investment Management LLC | 0.91% | Reduce -0.4% | 15,613 | $1.7M |
| ProShare Advisors LLC | 0.00% | Reduce -22.0% | 15,519 | $1.7M |
| GMO | 0.01% | Reduce -18.7% | 15,465 | $1.7M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -8.4% | 15,387 | $1.6M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,280 | $1.6M |
| STRS Ohio | 0.01% | Reduce -2.6% | 15,000 | $1.6M |
| Massachusetts Financial Services Co. | 0.00% | Add +34.8% | 14,956 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.1% | 14,548 | $1.6M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +8.2% | 14,516 | $1.6M |
| State of Michigan Retirement System | 0.01% | Add +0.7% | 14,500 | $1.6M |
| South Dakota Investment Council | 0.03% | Reduce -2.7% | 14,475 | $1.5M |
| Oppenheimer Asset Management Inc. | 0.02% | New | 14,333 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | No change | 14,095 | $1.5M |
| Harbor Capital Advisors, Inc. | 0.07% | Add +6.3% | 14,001 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Add +0.0% | 13,502 | $1.4M |
| Cibc World Markets Corp. | 0.01% | Add +134.0% | 13,253 | $1.4M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | — | 13,219 | $1.4M |
| Vest Financial, LLC | 0.02% | Reduce -40.2% | 12,915 | $1.4M |
| Police & Firemen's Retirement System of New Jersey | 0.01% | Reduce -0.7% | 12,801 | $1.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +45.8% | 12,741 | $1.4M |
| QSV Equity Investors LLC | 1.40% | Reduce -0.2% | 12,613 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | No change | 12,600 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.03% | No change | 12,361 | $1.3M |
| Argent Capital Management LLC | 0.04% | Reduce -2.1% | 12,050 | $1.3M |
| Blair William & Co. | 0.00% | Add +16.9% | 11,662 | $1.2M |
| Harfst & Associates, Inc. | 0.28% | Reduce -52.4% | 11,276 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 11,192 | $1.2M |
| Headlands Technologies LLC | 0.14% | Reduce -36.5% | 11,177 | $1.2M |
| Legato Capital Management LLC | 0.16% | Reduce -1.2% | 10,801 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -29.8% | 10,660 | $1.1M |
| Vestcor Inc | 0.04% | Add +1.9% | 10,532 | $1.1M |
| Kestra Investment Management, LLC | 0.02% | Add +199.5% | 10,524 | $1.1M |
| Cascade Investment Advisors, Inc. | 0.73% | Add +0.7% | 10,084 | $1.1M |
| Jacobs Levy Equity Management, Inc. | 0.00% | New | 9,922 | $1.1M |
| Jefferies Financial Group Inc. | 0.02% | New | 9,819 | $1.1M |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.4% | 9,512 | $1.0M |
| Balyasny Asset Management L.P. | 0.00% | Add +209.6% | 9,498 | $1.0M |
| Neuberger Berman Group LLC | 0.00% | Add +30.8% | 9,472 | $1.0M |
| Northwest & Ethical Investments L.P. | 0.03% | Add +228.3% | 9,438 | $1.0M |
| Mackenzie Financial Corp. | 0.00% | Add +15.3% | 9,412 | $1.0M |
| Empirical Finance, LLC | 0.06% | Add +0.4% | 9,315 | $997K |
| Pathstone Holdings, LLC | 0.00% | Add +26.9% | 9,110 | $975K |
| Advisory Research Inc. | 0.16% | Add +0.3% | 8,725 | $934K |
| Xponance LLC | 0.01% | Add +0.9% | 8,689 | $930K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 8,673 | $910K |
| SkyView Investment Advisors, LLC | 0.14% | Add +7.5% | 8,440 | $903K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.6% | 8,159 | $873K |
| Fifth Third Bancorp | 0.00% | Add +5.1% | 7,785 | $833K |
| Corient Private Wealth LP | 0.00% | Reduce -34.5% | 7,768 | $832K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.7% | 7,115 | $761K |
| Cwm, LLC | 0.00% | Add +3.3% | 7,091 | $759K |
| OneDigital Investment Advisors LLC | 0.01% | Add +13.0% | 7,054 | $755K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +2.1% | 6,950 | $744K |
| Quadrant Capital Group LLC | 0.03% | Add +399.0% | 6,737 | $721K |
| JLB & Associates Inc. | 0.10% | Add +1.1% | 6,625 | $709K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -16.9% | 6,566 | $703K |
| HighTower Advisors, LLC | 0.00% | Add +10.9% | 6,553 | $701K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 6,511 | $697K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -40.4% | 6,503 | $696K |
| Cerity Partners LLC | 0.00% | Add +30.3% | 6,466 | $692K |
| Bank of Montreal | 0.00% | Add +1.4% | 6,461 | $692K |
| New York Life Investment Management LLC | 0.01% | Add +0.6% | 6,322 | $677K |
| Yorktown Management & Research Co Inc | 0.73% | No change | 6,300 | $674K |
| Two Sigma Advisers, LP | 0.00% | Reduce -41.7% | 6,300 | $674K |
| Pinebridge Investments, L.P. | 0.01% | Reduce -49.6% | 6,279 | $672K |
| Bokf, NA | 0.01% | Add +0.5% | 6,233 | $667K |
| Hardy Reed LLC | 0.06% | No change | 6,203 | $664K |
| Impact Capital Partners LLC | 0.24% | Add +26.9% | 6,194 | $663K |
| Synovus Financial Corp. | 0.01% | Add +8.3% | 6,181 | $662K |
| Inspire Advisors, LLC | 0.08% | New | 6,094 | $652K |
| Westover Capital Advisors, LLC | 0.14% | Add +8.3% | 5,870 | $628K |
| Federated Hermes, Inc. | 0.00% | Reduce -6.7% | 5,750 | $615K |
| Commerce Bank | 0.00% | Reduce -1.0% | 5,696 | $610K |
| Gsa Capital Partners LLP | 0.05% | New | 5,634 | $603K |
| Aviva PLC | 0.00% | Add +19.6% | 5,629 | $603K |
| Mariner, LLC | 0.00% | Reduce -6.8% | 5,611 | $601K |
| Argent Trust Co | 0.02% | Add +3.7% | 5,547 | $594K |
| Claro Advisors Inc. | 0.08% | Add +1.0% | 5,475 | $586K |
| Scientech Research LLC | 0.16% | New | 5,473 | $586K |
| Wesbanco Bank Inc. | 0.02% | Add +22.2% | 5,293 | $567K |
| US Bancorp \de | 0.00% | Reduce -0.8% | 5,243 | $561K |
| Two Sigma Securities, LLC | 0.08% | Add +29.9% | 5,144 | $551K |
| Captrust Financial Advisors | 0.00% | Add +21.8% | 5,067 | $542K |
| Brevan Howard Capital Management LP | 0.02% | Add +119.4% | 5,034 | $539K |
| SG Americas Securities, LLC | 0.00% | New | 5,029 | $538K |
| Marks Group Wealth Management, Inc | 0.05% | No change | 5,000 | $535K |
| Curated Wealth Partners LLC | 0.07% | Add +35.7% | 4,916 | $526K |
| Quantinno Capital Management LP | 0.00% | Add +44.3% | 4,894 | $524K |
| D.A. Davidson & Co. | 0.00% | Reduce -21.8% | 4,867 | $521K |
| Keybank National Association | 0.00% | Add +3.4% | 4,781 | $512K |
| Delta Asset Management LLC | 0.05% | No change | 4,758 | $509K |
| Meritage Portfolio Management | 0.03% | Add +5.7% | 4,686 | $502K |
| AIA Group Ltd | 0.01% | Add +8.6% | 4,636 | $496K |
| Securian Asset Management, Inc. | 0.01% | No change | 4,590 | $491K |
| Apollon Wealth Management, LLC | 0.01% | Add +16.6% | 4,487 | $480K |
| Truist Financial Corp. | 0.00% | Add +4.4% | 4,419 | $473K |
| MAI Capital Management | 0.00% | Reduce -16.9% | 4,309 | $461K |
| Greenleaf Trust | 0.00% | Add +13.8% | 4,290 | $459K |
| Arkadios Wealth Advisors | 0.02% | Add +0.9% | 4,270 | $457K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -31.5% | 4,268 | $457K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -34.0% | 4,238 | $454K |
| OP Asset Management Ltd | 0.01% | — | 4,222 | $452K |
| Meeder Asset Management Inc. | 0.03% | Reduce -2.4% | 3,963 | $424K |
| United Services Automobile Association | 0.01% | New | 3,971 | $422K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -1.0% | 3,860 | $413K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -4.4% | 3,845 | $412K |
| Ethic Inc. | 0.01% | Add +91.0% | 3,817 | $407K |
| Legacy Wealth Asset Management, LLC | 0.11% | Reduce -26.0% | 3,789 | $406K |
| Callan Family Office, LLC | 0.03% | Reduce -33.0% | 3,579 | $383K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.8% | 3,492 | $374K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -23.4% | 3,358 | $359K |
| Net Worth Advisory Group | 0.11% | Reduce -0.6% | 3,350 | $359K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -5.3% | 3,326 | $356K |
| Evergreen Capital Management LLC | 0.01% | Add +7.2% | 3,285 | $352K |
| Baird Financial Group, Inc. | 0.00% | Reduce -23.3% | 3,272 | $350K |
| Hancock Whitney Corp. | 0.01% | Add +7.0% | 3,252 | $348K |
| HSBC Holdings PLC | 0.00% | Reduce -87.3% | 3,245 | $348K |
| Systematic Alpha Investments, LLC | 0.01% | No change | 3,200 | $343K |
| M&T Bank Corp | 0.00% | Add +5.1% | 3,189 | $342K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.3% | 3,143 | $336K |
| Counterpoint Mutual Funds LLC | 0.05% | New | 3,086 | $330K |
| Fiduciary Trust Co | 0.00% | New | 3,077 | $329K |
| Shell Asset Management Co. | 0.02% | Reduce -3.9% | 3,034 | $325K |
| Corient IA LP | 0.23% | — | 3,000 | $321K |
| Quantum Private Wealth, LLC | 0.12% | Add +11.9% | 3,000 | $321K |
| Quantessence Capital LLC | 0.08% | New | 3,000 | $321K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.6% | 2,985 | $319K |
| Integrated Wealth Concepts LLC | 0.00% | Add +8.1% | 2,959 | $317K |
| Bessemer Group Inc. | 0.00% | Add +0.3% | 2,937 | $314K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.13% | Add +2505.4% | 2,918 | $312K |
| Forum Financial Management, LP | 0.01% | Add +0.1% | 2,861 | $306K |
| AE Wealth Management LLC | 0.00% | New | 2,853 | $305K |
| Integrated Quantitative Investments LLC | 0.15% | No change | 2,850 | $305K |
| KBC Group NV | 0.00% | Add +15.8% | 2,836 | $304K |
| Highland Capital Management, LLC | 0.02% | Add +25.2% | 2,781 | $298K |
| Zacks Investment Management | 0.00% | New | 2,767 | $296K |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 2,729 | $292K |
| Ellevest, Inc. | 0.02% | New | 2,703 | $289K |
| Farringdon Capital, Ltd. | 0.14% | New | 2,661 | $285K |
| Bayforest Capital Ltd | 0.12% | Add +100.5% | 2,620 | $280K |
| Focus Partners Wealth | 0.00% | Reduce -40.0% | 2,618 | $280K |
| Aristides Capital LLC | 0.10% | Add +6.1% | 2,601 | $278K |
| MML Investors Services, LLC | 0.00% | Add +29.7% | 2,600 | $278K |
| Vident Advisory, LLC | 0.00% | Add +0.4% | 2,582 | $277K |
| Jain Global LLC | 0.01% | New | 2,572 | $275K |
| Vista Finance, LLC | 0.24% | Add +8.0% | 2,567 | $275K |
| CX Institutional | 0.01% | New | 2,562 | $274K |
| FourThought Financial Partners, LLC | 0.03% | Add +9.1% | 2,506 | $268K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 2,431 | $260K |
| Profund Advisors LLC | 0.01% | Reduce -11.9% | 2,424 | $259K |
| Marshall Wace, LLP | 0.00% | Reduce -57.7% | 2,400 | $257K |
| Well Done, LLC | 0.05% | No change | 2,240 | $252K |
| SCS Capital Management LLC | 0.00% | New | 2,352 | $252K |
| Metis Global Partners, LLC | 0.01% | No change | 2,285 | $245K |
| Shelton Capital Management | 0.01% | Reduce -3.1% | 2,228 | $238K |
| Park Avenue Securities LLC | 0.00% | Add +6.5% | 2,221 | $238K |
| CI Investments Inc. | 0.00% | Add +9.1% | 2,224 | $238K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.3% | 2,220 | $238K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -6.5% | 2,205 | $236K |
| SummitTX Capital, L.P. | 0.01% | — | 2,180 | $233K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +14.5% | 2,174 | $233K |
| Cim, LLC | 0.03% | Add +1.1% | 2,126 | $228K |
| Verdence Capital Advisors LLC | 0.02% | New | 2,101 | $225K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -54.2% | 2,070 | $222K |
| Smith Shellnut Wilson LLC | 0.10% | No change | 2,069 | $221K |
| Venturi Wealth Management, LLC | 0.01% | No change | 2,052 | $220K |
| Cim Investment Management Inc. | 0.05% | Reduce -2.3% | 2,046 | $219K |
| apricus wealth, LLC | 0.13% | New | 2,001 | $214K |
| Petros Family Wealth, LLC | 0.24% | New | 1,998 | $214K |
| Bridgewater Advisors Inc. | 0.02% | New | 2,106 | $211K |
| CIBC Asset Management Inc | 0.00% | Add +2.4% | 1,941 | $208K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -80.8% | 1,940 | $208K |
| TFG Advisers LLC | 0.07% | Add +0.2% | 1,923 | $206K |
| Fifth Third Wealth Advisors LLC | 0.01% | Reduce -0.7% | 1,909 | $204K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 1,900 | $203K |
| Dark Forest Capital Management LP | 0.01% | Add +2.1% | 1,881 | $201K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 1,751 | $187K |
| Royal London Asset Management Ltd. | 0.00% | No change | 1,724 | $185K |
| Huntington National Bank | 0.00% | Reduce -16.6% | 1,569 | $168K |
| GAMMA Investing LLC | 0.01% | Add +107.5% | 1,500 | $161K |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.1% | 1,406 | $150K |
| State of Wyoming | 0.02% | Add +8.4% | 1,294 | $139K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 1,293 | $138K |
| Ausbil Investment Management Ltd | 0.08% | No change | 1,225 | $131K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -34.4% | 1,179 | $126K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,142 | $122K |
| Natixis | 0.00% | Add +0.5% | 1,091 | $117K |
| Jones Financial Companies LLLP | 0.00% | Add +90.6% | 1,012 | $108K |
| Arax Advisory Partners | 0.01% | Add +271.6% | 996 | $107K |
| IFP Advisors, Inc | 0.00% | Reduce -32.0% | 903 | $97K |
| Legacy Trust | 0.02% | Reduce -12.3% | 885 | $95K |
| Covestor Ltd | 0.06% | Add +20.4% | 886 | $94K |
| Colonial Trust Co / SC | 0.01% | Add +0.3% | 877 | $94K |
| Lazard Asset Management LLC | 0.00% | Reduce -0.5% | 853 | $91K |
| Signaturefd, LLC | 0.00% | Add +222.5% | 816 | $87K |
| Blue Trust, Inc. | 0.00% | No change | 711 | $76K |
| Optiver Holding B.V. | 0.00% | New | 655 | $70K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +7.4% | 651 | $70K |
| Principal Securities, Inc. | 0.00% | No change | 615 | $69K |
| Lindbrook Capital, LLC | 0.01% | Add +1227.1% | 637 | $68K |
| UMB Bank, n.a. | 0.00% | Add +182.1% | 567 | $61K |
| Assetmark, Inc. | 0.00% | Reduce -0.7% | 561 | $60K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +33.3% | 560 | $60K |
| Winnacle Wealth LLC | 0.05% | Add +0.4% | 542 | $58K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.0% | 517 | $55K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -4.3% | 512 | $54K |
| Sterling Capital Management LLC | 0.00% | Reduce -93.5% | 484 | $52K |
| Optimum Investment Advisors | 0.02% | No change | 480 | $51K |
| First Horizon Advisors, Inc. | 0.00% | No change | 476 | $51K |
| Caitong International Asset Management Co., Ltd | 0.03% | Add +39.9% | 417 | $45K |
| Leonteq Securities AG | 0.00% | Add +100.0% | 400 | $43K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +1.8% | 394 | $42K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -29.6% | 388 | $39K |
| City State Bank | 0.01% | No change | 350 | $37K |
| Tortoise Investment Management, LLC | 0.00% | No change | 348 | $37K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 333 | $36K |
| HM Payson & Co. | 0.00% | No change | 318 | $34K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.7% | 310 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.4% | 285 | $31K |
| Putney Financial Group LLC | 0.03% | No change | 266 | $28K |
| Whittier Trust Co. | 0.00% | Add +46.1% | 266 | $28K |
| Parkside Financial Bank & Trust | 0.00% | Add +116.7% | 260 | $28K |
| Silicon Valley Capital Partners | 0.00% | Add +0.4% | 254 | $27K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 223 | $24K |
| Rise Advisors, LLC | 0.01% | Reduce -18.8% | 220 | $24K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -71.6% | 212 | $23K |
| Allworth Financial LP | 0.00% | Add +49.6% | 208 | $22K |
| Geneos Wealth Management Inc. | 0.00% | Add +300.0% | 208 | $22K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 202 | $22K |
| Concord Wealth Partners | 0.00% | Add +92.3% | 200 | $21K |
| V-Square Quantitative Management LLC | 0.00% | Add +11.2% | 198 | $21K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -1.1% | 182 | $19K |
| Brooklyn Investment Group | 0.00% | Add +7700.0% | 156 | $17K |
| Versant Capital Management, Inc | 0.00% | Reduce -40.7% | 156 | $17K |
| Centerpoint Advisors, LLC | 0.01% | No change | 142 | $15K |
| J.Safra Asset Management Corp | 0.00% | Add +5.2% | 122 | $13K |
| Summit Securities Group LLC | 0.01% | New | 120 | $13K |
| Mather Group, Llc. | 0.00% | Add +94.8% | 113 | $12K |
| Creative Financial Designs Inc. | 0.00% | No change | 104 | $11K |
| Binnacle Investments Inc | 0.01% | — | 102 | $11K |
| Retirement Wealth Solutions LLC | 0.01% | Add +1.0% | 101 | $11K |
| Private Trust Co. NA | 0.00% | Add +194.1% | 100 | $11K |
| Danske Bank A/S | 0.00% | No change | 100 | $11K |
| MorganRosel Wealth Management, LLC | 0.00% | New | 94 | $10K |
| Hemington Wealth Management | 0.00% | Add +24.7% | 96 | $10K |
| Addison Advisors LLC | 0.00% | Add +34.9% | 85 | $9K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 80 | $9K |
| WPG Advisers, LLC | 0.01% | Reduce -27.8% | 78 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -57.2% | 74 | $8K |
| Park Place Capital Corp | 0.00% | No change | 73 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -25.5% | 70 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 65 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Add +5700.0% | 58 | $6K |
| Rothschild Investment LLC | 0.00% | Reduce -8.3% | 55 | $6K |
| Spire Wealth Management | 0.00% | New | 51 | $5K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 48 | $5K |
| Clearstead Trust, LLC | 0.00% | New | 47 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +84.0% | 46 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +350.0% | 45 | $5K |
| NewEdge Advisors, LLC | 0.00% | No change | 33 | $4K |
| TD Private Client Wealth LLC | 0.00% | Add +82.3% | 31 | $3K |
| LRI Investments, LLC | 0.00% | No change | 29 | $3K |
| NewSquare Capital LLC | 0.00% | Add +666.7% | 23 | $2K |
| SVB Wealth LLC | 0.00% | New | 22 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +35.7% | 19 | $2K |
| NFSG Corp | 0.00% | No change | 15 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 15 | $2K |
| Whipplewood Advisors, LLC | 0.00% | Add +100.0% | 28 | $1K |
| Global Financial Private Client, LLC | 0.00% | Add +366.7% | 14 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 14 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -6.7% | 14 | $1K |
| Bogart Wealth, LLC | 0.00% | Reduce -22.2% | 14 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +20.0% | 12 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 10 | $1K |
| Hughes Financial Services, LLC | 0.00% | New | 10 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $964 |
| Montag A & Associates Inc. | 0.00% | No change | 8 | $879 |
| CENTRAL TRUST Co | 0.00% | No change | 8 | $857 |
| Amundi | 0.00% | Reduce -96.3% | 8 | $835 |
| Valued Wealth Advisors LLC | 0.00% | No change | 6 | $643 |
| Thompson Investment Management, Inc. | 0.00% | No change | 6 | $642 |
| SouthState Bank Corp | 0.00% | New | 5 | $536 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 5 | $535 |
| CVA Family Office, LLC | 0.00% | Reduce -58.3% | 5 | $535 |
| HFM Investment Advisors, LLC | 0.00% | — | 2 | $215 |
| Clearstead Advisors, LLC | 0.00% | Reduce -94.3% | 2 | $215 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 2 | $214 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 2 | $214 |
| Greenline Partners, LLC | 0.00% | New | 2 | $214 |
| True Wealth Design, LLC | 0.00% | New | 1 | $108 |
| Private Wealth Asset Management, LLC | 0.00% | — | 1 | $107 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 2 | $0 |
| Avion Wealth | 0.00% | New | 4 | $0 |
"% of holder's portfolio" is UFPI's weight in each manager's 13F, not the share of Ufp Industries Inc. the manager owns.