Ufp IndustriesUFPI

13F holders, Q1 2025 (March 31)
436holders −3
44new positions
49sold out
7famous investors
$107.02avg. 13F price*

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

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions44$24.2M
Exits49$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.