Ufp IndustriesUFPI

13F holders, Q2 2025 (June 30)
432holders −4
60new positions
67sold out
8famous investors
$99.51avg. 13F price*

At the end of Q2 2025, 432 institutions reported holding Ufp Industries Inc. (UFPI) in their 13F filings, down 4 from Q1 2025. 60 opened new positions and 67 sold out. The largest holders were BlackRock, Inc. ($759.5M), Vanguard Group Inc. ($639.4M) and Kayne Anderson Rudnick Investment Management LLC ($362.7M). 8 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Ufp Industries Inc.
CUSIP
90278Q108
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions60$111.8M
Exits67$75.5M

All 13F filers, Q1 2025 → Q2 2025: 3,408,711 shares bought and 5,474,718 shares sold, net −2,066,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 432 holders

BlackRock, Inc. 0.01% Add +0.3% 7,643,522 $759.5M
Vanguard Group Inc. 0.01% Reduce -5.2% 6,435,671 $639.4M
Kayne Anderson Rudnick Investment Management LLC 0.87% Reduce -2.7% 3,650,225 $362.7M
State Street Corp. 0.01% Reduce -2.0% 2,220,032 $220.6M
Dimensional Fund Advisors LP 0.04% Reduce -1.8% 1,882,421 $187.0M
Boston Partners 0.20% Add +25.7% 1,847,503 $183.6M
Geode Capital Management, LLC 0.01% Add +2.4% 1,594,161 $158.4M
Wasatch Advisors LP 0.73% Add +5.1% 1,408,538 $140.0M
Allspring Global Investments Holdings, LLC 0.21% Add +14.8% 1,207,793 $127.4M
Northern Trust Corp. 0.01% Reduce -3.6% 1,088,905 $108.2M
FMR LLC 0.01% Reduce -52.0% 935,262 $92.9M
Charles Schwab Investment Management Inc. 0.01% Add +2.6% 790,648 $78.6M
Royce & Associates LP 0.80% Add +12.7% 786,122 $78.1M
T. Rowe Price Investment Management, Inc. 0.05% Add +4.9% 776,672 $77.2M
Norges Bank 0.01% Add +10.2% 753,870 $74.9M
Franklin Resources Inc. 0.02% Reduce -58.9% 619,101 $61.5M
Bank of New York Mellon Corp 0.01% Add +1.9% 561,467 $55.8M
Victory Capital Management Inc. 0.03% Add +4.2% 537,019 $53.4M
JPMorgan Chase & Co. 0.00% Reduce -7.3% 504,398 $50.1M
Copeland Capital Management, LLC 1.00% Reduce -8.8% 488,289 $48.5M
Thrivent Financial for Lutherans 0.11% Reduce -4.8% 471,844 $46.9M
Wells Fargo & Company 0.01% Reduce -1.0% 411,477 $40.9M
Morgan Stanley 0.00% Add +2.3% 411,130 $40.8M
Pictet Asset Management Holding SA 0.04% Add +2.4% 371,453 $36.9M
GW&K Investment Management, LLC 0.32% Reduce -7.9% 356,485 $35.4M
Ameriprise Financial Inc. 0.01% Reduce -17.2% 350,310 $34.8M
AQR Capital Management 0.03% Reduce -12.9% 347,518 $34.5M
Barclays PLC 0.01% Add +160.5% 335,563 $33.3M
Raymond James Financial Inc. 0.01% Add +4.2% 334,559 $33.2M
Bank of America Corp. 0.00% Add +6.1% 322,731 $32.1M
UBS Group AG 0.01% Reduce -35.8% 291,472 $29.0M
Renaissance Technologies 0.04% Add +75.7% 286,809 $28.5M
Jane Street Group, LLC 0.04% Add +121.8% 267,818 $26.6M
Fisher Asset Management 0.01% Reduce -25.3% 256,710 $25.5M
Goldman Sachs Group Inc. 0.00% Reduce -15.3% 252,885 $25.1M
Allianz Asset Management GmbH 0.03% Add +10.2% 249,261 $24.8M
Loomis Sayles & Co. L P 0.03% Reduce -13.0% 237,112 $23.6M
Rhumbline Advisers 0.02% Add +2.6% 223,623 $22.2M
First Trust Advisors LP 0.02% Reduce -36.0% 209,407 $20.8M
D. E. Shaw & Co. 0.02% Add +106.2% 208,153 $20.7M
Cubist Systematic Strategies, LLC 0.22% New 202,808 $20.2M
Henrickson Nauta Wealth Advisors, Inc. 6.48% Reduce -19.3% 188,349 $18.7M
Sei Investments Co. 0.02% Add +15.1% 185,436 $18.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +42.3% 183,850 $18.3M
Kennedy Capital Management LLC 0.43% Add +20.4% 182,870 $18.2M
Mutual of America Capital Management LLC 0.18% Add +4.4% 166,340 $16.5M
American Century Companies Inc. 0.01% Reduce -14.8% 161,041 $16.0M
Alliancebernstein L.P. 0.00% Reduce -1.3% 148,464 $14.8M
Nuveen, LLC 0.00% Reduce -13.6% 147,051 $14.6M
Principal Financial Group Inc. 0.01% Reduce -14.7% 138,564 $13.8M
Picton Mahoney Asset Management 0.19% Reduce -12.8% 137,621 $13.7M
Millennium Management 0.01% Add +502.8% 137,243 $13.6M
Legal & General Group Plc 0.00% Add +0.9% 132,067 $13.1M
Envestnet Asset Management Inc. 0.00% Reduce -6.1% 130,495 $13.0M
Invesco Ltd. 0.00% Reduce -80.6% 127,245 $12.6M
T. Rowe Price Associates Inc. 0.00% Reduce -79.9% 124,409 $12.4M
Swiss National Bank 0.01% Reduce -1.3% 116,150 $11.5M
Arrowstreet Capital, Limited Partnership 0.01% Add +4597.6% 114,198 $11.3M
Nordea Investment Management AB 0.01% Add +0.7% 111,584 $11.1M
Qube Research & Technologies Ltd 0.01% New 104,953 $10.4M
Russell Investments Group, Ltd. 0.01% Add +3.7% 103,705 $10.3M
California Public Employees Retirement System 0.01% Add +5.5% 102,446 $10.2M
Engineers Gate Manager LP 0.12% New 99,017 $9.8M
Citadel Advisors 0.01% Reduce -1.4% 98,630 $9.8M
Citigroup Inc. 0.01% Reduce -24.4% 95,724 $9.5M
River Road Asset Management, LLC 0.12% New 94,956 $9.3M
Aptus Capital Advisors, LLC 0.09% Add +9.6% 89,616 $8.9M
Susquehanna International Group, LLP 0.01% Add +9.9% 83,229 $8.3M
Squarepoint Ops LLC 0.02% New 81,393 $8.1M
New York State Teachers Retirement System 0.02% Reduce -2.5% 80,694 $8.0M
State of Wisconsin Investment Board 0.02% Reduce -3.1% 77,330 $7.7M
Twinbeech Capital LP 0.17% New 75,724 $7.5M
Retirement Systems of Alabama 0.03% Reduce -0.1% 73,816 $7.3M
Voloridge Investment Management, LLC 0.03% Add +57.0% 73,588 $7.3M
Winmill & Co. Inc. 2.00% No change 72,300 $7.2M
Wedge Capital Management L L P 0.13% Add +27.3% 71,999 $7.2M
Teacher Retirement System of Texas 0.03% Add +8.1% 69,495 $6.9M
De Lisle Partners LLP 0.95% No change 68,054 $6.8M
MetLife Investment Management, LLC 0.04% Add +0.3% 67,539 $6.7M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.6% 65,834 $6.5M
Gendell Jeffrey L 0.17% New 65,000 $6.5M
Royal Bank of Canada 0.00% Add +5.3% 64,905 $6.4M
Stifel Financial Corp. 0.01% Reduce -2.4% 56,515 $5.6M
Moran Wealth Management, LLC 0.17% Reduce -7.2% 56,381 $5.6M
California State Teachers Retirement System 0.01% No change 56,305 $5.6M
Alps Advisors Inc. 0.03% Reduce -0.7% 56,162 $5.6M
ExodusPoint Capital Management, LP 0.07% Add +91.3% 55,327 $5.5M
Narwhal Capital Management 0.43% Add +37.8% 54,319 $5.4M
Bridge City Capital, LLC 1.51% Reduce -3.6% 54,126 $5.4M
Regions Financial Corp. 0.04% Add +3.5% 53,691 $5.3M
Holocene Advisors, LP 0.01% Add +10.0% 51,039 $5.1M
Segall Bryant & Hamill, LLC 0.07% Reduce -50.4% 50,475 $5.0M
Nisa Investment Advisors, LLC 0.02% Add +0.0% 49,538 $4.9M
Van Eck Associates Corp. 0.01% Reduce -18.7% 48,736 $4.8M
Wilmington Savings Fund Society, FSB 0.08% Reduce -5.2% 44,585 $4.4M
Prudential Financial Inc. 0.01% Reduce -18.2% 44,274 $4.4M
Balyasny Asset Management L.P. 0.01% Add +365.9% 44,254 $4.4M
Callan Family Office, LLC 0.14% Add +1121.0% 43,701 $4.3M
Man Group plc 0.01% Reduce -8.4% 43,470 $4.3M
Deutsche Bank AG 0.00% Reduce -45.1% 42,635 $4.2M
Seizert Capital Partners, LLC 0.18% Add +2.3% 40,235 $4.0M
New York State Common Retirement Fund 0.01% Add +2.8% 39,814 $4.0M
Edgestream Partners, L.P. 0.11% New 39,321 $3.9M
Watchman Group, Inc. 1.00% Add +1.4% 38,737 $3.8M
Advantage Alpha Capital Partners LP 1.03% Reduce -11.0% 38,551 $3.8M
Verition Fund Management LLC 0.02% Add +45.8% 38,524 $3.8M
QRG Capital Management, Inc. 0.03% Add +0.3% 38,191 $3.8M
CANADA LIFE ASSURANCE Co 0.01% Reduce -4.0% 37,447 $3.7M
Quantbot Technologies LP 0.09% New 36,606 $3.6M
HSBC Holdings PLC 0.00% Add +1004.7% 35,848 $3.6M
Brandywine Global Investment Management, LLC 0.03% Reduce -1.9% 35,993 $3.6M
Campbell & CO Investment Adviser LLC 0.23% New 35,978 $3.6M
Comerica Bank 0.01% Add +3.1% 34,754 $3.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Reduce -6.6% 33,601 $3.3M
Mercer Global Advisors Inc. 0.01% Reduce -0.5% 33,106 $3.3M
XTX Topco Ltd 0.13% Add +54.9% 30,538 $3.0M
Magnetar Financial LLC 0.01% New 28,716 $2.9M
Assenagon Asset Management S.A. 0.00% New 27,139 $2.7M
Johnson Investment Counsel Inc. 0.02% Add +2.0% 26,942 $2.7M
Amalgamated Bank 0.02% Reduce -0.6% 26,551 $2.6M
Janus Henderson Group PLC 0.00% No change 26,217 $2.6M
Granite Investment Partners, LLC 0.13% Reduce -14.2% 26,175 $2.6M
Intech Investment Management LLC 0.02% Reduce -18.4% 26,100 $2.6M
Martingale Asset Management L P 0.06% Reduce -40.4% 25,109 $2.5M
NewEdge Wealth, LLC 0.04% Reduce -7.0% 24,831 $2.5M
Vestmark Advisory Solutions, Inc. 0.04% Reduce -53.7% 24,686 $2.5M
Jump Financial, LLC 0.03% New 24,259 $2.4M
Ensign Peak Advisors, Inc 0.00% Add +2.1% 24,069 $2.4M
Illinois Municipal Retirement Fund 0.03% Add +34.4% 23,394 $2.3M
Palisades Investment Partners, LLC 0.98% Reduce -2.8% 22,547 $2.2M
F/m Investments LLC 0.08% Add +0.5% 22,459 $2.2M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -3.0% 22,448 $2.2M
Rafferty Asset Management, LLC 0.01% Add +19.1% 22,329 $2.2M
Yousif Capital Management, LLC 0.02% Reduce -1.6% 21,850 $2.2M
Creative Planning 0.00% Reduce -29.6% 21,749 $2.2M
State of Tennessee, Department of Treasury 0.01% Reduce -13.7% 21,596 $2.1M
Dark Forest Capital Management LP 0.09% Add +1031.3% 21,280 $2.1M
Great Lakes Advisors, LLC 0.02% Reduce -0.0% 21,097 $2.1M
Bahl & Gaynor LLC 0.01% Reduce -21.6% 20,556 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.1% 18,783 $2.0M
Cadence Bank 0.13% Reduce -1.2% 19,588 $1.9M
State of New Jersey Common Pension Fund D 0.01% Add +5.0% 19,280 $1.9M
Massachusetts Financial Services Co. 0.00% Add +28.5% 19,223 $1.9M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,653 $1.9M
&partners 0.01% Add +3.0% 18,487 $1.8M
BNP Paribas Financial Markets 0.00% Add +71.2% 18,252 $1.8M
Osaic Holdings, Inc. 0.00% Reduce -10.9% 17,974 $1.8M
Ameritas Investment Partners, Inc. 0.06% Reduce -0.5% 17,896 $1.8M
Arizona State Retirement System 0.01% Add +2.0% 17,742 $1.8M
LPL Financial LLC 0.00% Add +3.6% 17,283 $1.7M
Brevan Howard Capital Management LP 0.02% Add +242.9% 17,261 $1.7M
Oppenheimer Asset Management Inc. 0.02% Add +19.6% 17,147 $1.7M
Louisiana State Employees Retirement System 0.03% No change 17,000 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.6% 16,552 $1.6M
Two Sigma Securities, LLC 0.20% Add +218.7% 16,395 $1.6M
Voya Investment Management LLC 0.00% Add +3.0% 16,338 $1.6M
Atria Investments, Inc 0.02% Add +1.6% 16,316 $1.6M
KLP Kapitalforvaltning As 0.01% Reduce -9.7% 15,900 $1.6M
STRS Ohio 0.01% Add +5.3% 15,800 $1.6M
NorthCrest Asset Manangement, LLC 0.04% Reduce -19.2% 14,800 $1.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +6.9% 15,517 $1.5M
CHICAGO TRUST Co NA 0.22% New 15,401 $1.5M
State Board of Administration of Florida Retirement System 0.00% No change 15,280 $1.5M
ProShare Advisors LLC 0.00% Reduce -2.9% 15,071 $1.5M
Ironwood Investment Management LLC 0.72% Reduce -4.3% 14,944 $1.5M
State of Michigan Retirement System 0.01% No change 14,500 $1.4M
South Dakota Investment Council 0.03% No change 14,475 $1.4M
Handelsbanken Fonder AB 0.01% No change 14,095 $1.4M
Harbor Capital Advisors, Inc. 0.06% Add +0.2% 14,025 $1.4M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -0.1% 13,485 $1.3M
Police & Firemen's Retirement System of New Jersey 0.01% Add +5.3% 13,483 $1.3M
Occudo Quantitative Strategies LP 0.15% New 13,418 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.0% 13,234 $1.3M
Point72 Asset Management 0.00% New 13,100 $1.3M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -1.5% 13,019 $1.3M
Nebula Research & Development LLC 0.11% New 12,725 $1.3M
Confluence Investment Management LLC 0.02% New 12,686 $1.3M
Argent Capital Management LLC 0.04% Add +5.0% 12,648 $1.3M
New Mexico Educational Retirement Board 0.04% No change 12,600 $1.3M
QSV Equity Investors LLC 1.29% Reduce -1.6% 12,417 $1.2M
HRT Financial LP 0.01% Reduce -65.7% 12,413 $1.2M
Tower Research Capital LLC (TRC) 0.03% Add +222.0% 12,382 $1.2M
Oregon Public Employees Retirement Fund 0.02% No change 12,361 $1.2M
Hantz Financial Services, Inc. 0.02% Reduce -53.2% 12,092 $1.2M
111 Capital 0.20% New 11,614 $1.2M
Blair William & Co. 0.00% Reduce -0.9% 11,560 $1.1M
Caxton Associates LLP 0.03% New 11,059 $1.1M
Mackenzie Financial Corp. 0.00% Add +16.2% 10,937 $1.1M
Legato Capital Management LLC 0.13% No change 10,801 $1.1M
Natixis Advisors, LLC 0.00% Reduce -48.6% 10,611 $1.1M
Capital Fund Management S.A. 0.01% New 10,605 $1.1M
Vestcor Inc 0.03% No change 10,532 $1.0M
Cascade Investment Advisors, Inc. 0.65% Add +1.3% 10,219 $1.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -8.7% 10,217 $1.0M
Neuberger Berman Group LLC 0.00% Add +6.6% 10,101 $1.0M
Modera Wealth Management, LLC 0.01% No change 9,512 $945K
Advisory Research Inc. 0.14% Add +7.3% 9,359 $930K
Kingsview Wealth Management, LLC 0.02% Add +112.6% 9,010 $895K
SkyView Investment Advisors, LLC 0.13% Add +3.6% 8,747 $873K
DekaBank Deutsche Girozentrale 0.00% No change 8,673 $864K
iSAM Funds (UK) Ltd 0.19% New 8,655 $860K
Xponance LLC 0.01% Reduce -1.4% 8,563 $851K
Vest Financial, LLC 0.01% Reduce -36.1% 8,250 $820K
Pathstone Holdings, LLC 0.00% Reduce -13.2% 7,908 $786K
Northwest & Ethical Investments L.P. 0.02% Reduce -16.9% 7,838 $782K
Locust Wood Capital Advisers, LLC 0.02% New 7,770 $772K
Corient Private Wealth LP 0.00% Reduce -3.0% 7,536 $749K
Cibc World Markets Corp. 0.00% Reduce -43.8% 7,447 $740K
Fifth Third Bancorp 0.00% Reduce -5.0% 7,396 $735K
Two Sigma Investments, LP 0.00% New 7,333 $729K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +10.5% 7,256 $721K
Bokf, NA 0.01% Add +16.3% 7,246 $720K
GTS Securities LLC 0.03% New 7,125 $708K
OneDigital Investment Advisors LLC 0.01% Reduce -0.2% 7,039 $699K
Cresset Asset Management, LLC 0.00% Reduce -63.6% 6,858 $681K
Cwm, LLC 0.00% Reduce -3.8% 6,825 $678K
State of Alaska, Department of Revenue 0.01% Reduce -4.7% 6,780 $673K
Aigen Investment Management, LP 0.09% New 6,750 $671K
O'shaughnessy Asset Management, LLC 0.00% Reduce -47.7% 6,659 $662K
Sanctuary Advisors, LLC 0.00% Add +1.5% 6,603 $656K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -19.2% 6,592 $655K
Synovus Financial Corp. 0.01% Add +5.3% 6,511 $647K
Public Employees Retirement Association of Colorado 0.00% Reduce -0.5% 6,478 $644K
Hardy Reed LLC 0.05% No change 6,203 $616K
New York Life Investment Management LLC 0.01% Reduce -2.1% 6,189 $615K
Oxford Asset Management LLP 0.20% New 6,174 $613K
Impact Capital Partners LLC 0.20% Reduce -0.7% 6,149 $611K
Centiva Capital, LP 0.04% New 5,989 $595K
Inspire Advisors, LLC 0.06% Reduce -1.7% 5,988 $595K
Virtu Financial LLC 0.03% New 5,908 $587K
JLB & Associates Inc. 0.08% Reduce -11.8% 5,843 $581K
Sciencast Management LP 0.12% New 5,740 $570K
Bank of Montreal 0.00% Reduce -11.8% 5,701 $566K
Commerce Bank 0.00% No change 5,696 $566K
Federated Hermes, Inc. 0.00% Reduce -1.9% 5,638 $560K
HighTower Advisors, LLC 0.00% Reduce -14.1% 5,628 $559K
Cerity Partners LLC 0.00% Reduce -17.5% 5,333 $530K
US Bancorp \de 0.00% Add +1.4% 5,317 $528K
Wesbanco Bank Inc. 0.02% No change 5,293 $526K
Quadrant Capital Group LLC 0.02% Reduce -21.8% 5,268 $523K
Headlands Technologies LLC 0.06% Reduce -53.2% 5,229 $520K
Curated Wealth Partners LLC 0.06% Add +2.8% 5,051 $502K
CW Advisors, LLC 0.00% New 5,018 $499K
Claro Advisors Inc. 0.08% Reduce -8.6% 5,006 $497K
Argent Trust Co 0.02% Reduce -9.8% 5,005 $497K
Marks Group Wealth Management, Inc 0.05% No change 5,000 $497K
Truist Financial Corp. 0.00% Add +11.0% 4,905 $487K
Westover Capital Advisors, LLC 0.10% Reduce -17.2% 4,860 $483K
Delta Asset Management LLC 0.04% No change 4,758 $473K
Securian Asset Management, Inc. 0.01% No change 4,590 $456K
Meritage Portfolio Management 0.03% Reduce -5.3% 4,440 $441K
Gsa Capital Partners LLP 0.03% Reduce -21.2% 4,440 $441K
Arkadios Wealth Advisors 0.01% Add +2.9% 4,393 $437K
Apollon Wealth Management, LLC 0.01% Reduce -2.4% 4,378 $435K
Empowered Funds, LLC 0.00% New 4,337 $431K
D.A. Davidson & Co. 0.00% Reduce -10.9% 4,337 $431K
OP Asset Management Ltd 0.01% No change 4,222 $419K
Mariner, LLC 0.00% Reduce -24.8% 4,220 $419K
Quantinno Capital Management LP 0.00% Reduce -14.1% 4,203 $418K
PNC Financial Services Group, Inc. 0.00% Reduce -2.1% 4,178 $415K
Captrust Financial Advisors 0.00% Reduce -20.2% 4,044 $402K
Point72 (DIFC) Ltd 0.03% New 4,024 $400K
Net Worth Advisory Group 0.09% Add +19.5% 4,003 $398K
World Investment Advisors 0.01% New 3,963 $394K
Meeder Asset Management Inc. 0.02% No change 3,963 $394K
MQS Management LLC 0.21% New 3,765 $374K
Crossmark Global Holdings, Inc. 0.01% Reduce -4.0% 3,707 $368K
MAI Capital Management 0.00% Reduce -14.7% 3,677 $365K
SG Americas Securities, LLC 0.00% Reduce -28.4% 3,603 $358K
Sequoia Financial Advisors, LLC 0.00% New 3,577 $355K
Journey Strategic Wealth LLC 0.01% Add +0.3% 3,503 $348K
Hancock Whitney Corp. 0.01% Add +4.4% 3,395 $337K
Snowden Capital Advisors LLC 0.01% Reduce -0.7% 3,302 $328K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.7% 3,267 $325K
Legacy Wealth Asset Management, LLC 0.08% Reduce -13.9% 3,264 $324K
Keybank National Association 0.00% Reduce -32.4% 3,232 $321K
Systematic Alpha Investments, LLC 0.01% No change 3,200 $318K
Baird Financial Group, Inc. 0.00% Reduce -2.4% 3,193 $317K
M&T Bank Corp 0.00% Reduce -0.4% 3,177 $316K
GMO 0.00% Reduce -79.6% 3,158 $314K
Avantax Advisory Services, Inc. 0.00% Add +0.2% 3,148 $313K
Erste Asset Management GmbH 0.00% Add +0.0% 3,106 $310K
Fiduciary Trust Co 0.00% Add +0.2% 3,082 $306K
Corient IA LP 0.18% No change 3,000 $298K
Quantum Private Wealth, LLC 0.10% No change 3,000 $298K
Vident Advisory, LLC 0.00% Add +15.8% 2,991 $297K
B. Riley Wealth Advisors, Inc. 0.01% New 2,955 $294K
Schonfeld Strategic Advisors LLC 0.00% New 2,946 $293K
Forum Financial Management, LP 0.00% Add +2.7% 2,939 $292K
Bessemer Group Inc. 0.00% Add +0.1% 2,940 $292K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Reduce -0.2% 2,912 $289K
Integrated Wealth Concepts LLC 0.00% Reduce -1.8% 2,905 $289K
Integrated Quantitative Investments LLC 0.08% No change 2,850 $283K
Kestra Investment Management, LLC 0.01% Reduce -73.2% 2,826 $281K
Commonwealth Equity Services, LLC 0.00% Reduce -6.0% 2,805 $279K
Highland Capital Management, LLC 0.01% Reduce -0.6% 2,765 $275K
MML Investors Services, LLC 0.00% Add +6.0% 2,757 $274K
Focus Partners Wealth 0.00% Add +5.2% 2,754 $274K
Ausbil Investment Management Ltd 0.16% Add +122.5% 2,725 $271K
Vista Finance, LLC 0.23% Add +4.0% 2,671 $265K
Evergreen Capital Management LLC 0.01% Reduce -18.7% 2,671 $265K
AE Wealth Management LLC 0.00% Reduce -7.4% 2,642 $263K
IFG Advisory, LLC 0.01% New 2,631 $261K
Shell Asset Management Co. 0.01% Reduce -14.5% 2,595 $258K
Cim, LLC 0.03% Add +17.6% 2,500 $248K
Capstone Investment Advisors, LLC 0.00% New 2,391 $238K
State of Wyoming 0.03% Add +84.2% 2,383 $237K
SCS Capital Management LLC 0.00% No change 2,352 $234K
Walleye Capital LLC 0.00% New 2,336 $232K
AIA Group Ltd 0.01% Reduce -50.4% 2,302 $229K
Profund Advisors LLC 0.01% Reduce -5.7% 2,287 $227K
Petrus Trust Company, LTA 0.02% New 2,273 $226K
Well Done, LLC 0.04% No change 2,240 $223K
Verdence Capital Advisors LLC 0.02% Add +6.0% 2,227 $221K
CX Institutional 0.01% Reduce -13.5% 2,216 $220K
Cetera Investment Advisers 0.00% Reduce -19.1% 2,208 $219K
Personal Cfo Solutions, LLC 0.04% Reduce -0.6% 2,192 $218K
Steward Partners Investment Advisory, LLC 0.00% Add +0.6% 2,187 $217K
Shelton Capital Management 0.01% Reduce -2.4% 2,175 $216K
CI Investments Inc. 0.00% Reduce -2.6% 2,167 $215K
L2 Asset Management, LLC 0.03% New 2,120 $211K
Park Avenue Securities LLC 0.00% Reduce -4.9% 2,112 $210K
Coldstream Capital Management Inc. 0.00% Reduce -5.8% 2,091 $208K
Smith Shellnut Wilson LLC 0.09% No change 2,069 $206K
Venturi Wealth Management, LLC 0.01% No change 2,052 $204K
Parkside Financial Bank & Trust 0.02% Add +686.5% 2,045 $203K
Bryn Mawr Trust Advisors, LLC 0.01% New 2,037 $202K
Cim Investment Management Inc. 0.04% Reduce -1.6% 2,013 $200K
KBC Group NV 0.00% Reduce -38.6% 1,742 $173K
Royal London Asset Management Ltd. 0.00% No change 1,724 $171K
Sterling Capital Management LLC 0.00% Add +224.6% 1,571 $156K
Huntington National Bank 0.00% Reduce -1.1% 1,552 $154K
Duncker Streett & Co. Inc. 0.03% Reduce -14.3% 1,500 $149K
Public Employees Retirement System of Ohio 0.00% Add +0.1% 1,408 $140K
Summit Securities Group LLC 0.05% Add +980.0% 1,296 $129K
Point72 Asia (Singapore) Pte. Ltd. 0.02% New 1,240 $123K
McIlrath & Eck, LLC 0.01% No change 1,142 $113K
AlphaQuest LLC 0.01% New 919 $91K
Colonial Trust Co / SC 0.01% Add +0.3% 880 $87K
Jones Financial Companies LLLP 0.00% Reduce -17.0% 840 $84K
Legacy Trust 0.02% Reduce -5.1% 840 $83K
Covestor Ltd 0.05% Reduce -11.6% 783 $78K
Blue Trust, Inc. 0.00% Add +9.0% 775 $77K
GAMMA Investing LLC 0.00% Reduce -50.6% 741 $74K
Signaturefd, LLC 0.00% Reduce -17.3% 675 $67K
Arax Advisory Partners 0.00% Reduce -32.6% 671 $67K
Principal Securities, Inc. 0.00% Add +7.6% 662 $66K
Whittier Trust Co. of Nevada Inc. 0.00% No change 651 $65K
Optiver Holding B.V. 0.00% Reduce -0.9% 649 $64K
Smartleaf Asset Management LLC 0.01% Add +16.6% 597 $60K
Ameritas Advisory Services, LLC 0.00% New 592 $59K
Assetmark, Inc. 0.00% Add +0.2% 562 $56K
Nomura Asset Management Co. Ltd. 0.00% No change 560 $56K
EverSource Wealth Advisors, LLC 0.00% Add +90.9% 544 $54K
Caitong International Asset Management Co., Ltd 0.04% Add +24.5% 519 $52K
First Horizon Advisors, Inc. 0.00% Add +7.6% 512 $51K
Optimum Investment Advisors 0.02% No change 480 $48K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 451 $45K
Bayforest Capital Ltd 0.02% Reduce -84.1% 417 $41K
City State Bank 0.01% No change 350 $35K
Tortoise Investment Management, LLC 0.00% No change 348 $35K
Geneos Wealth Management Inc. 0.00% Add +54.8% 322 $32K
HM Payson & Co. 0.00% No change 318 $32K
IFP Advisors, Inc 0.00% Reduce -93.2% 61 $31K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -20.1% 315 $31K
Brooklyn Investment Group 0.00% Add +71.2% 267 $27K
Putney Financial Group LLC 0.03% No change 266 $26K
Whittier Trust Co. 0.00% Reduce -3.0% 258 $26K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 223 $22K
Rise Advisors, LLC 0.01% Add +0.5% 221 $22K
Osterweis Capital Management Inc. 0.00% New 210 $21K
Plante Moran Financial Advisors, LLC 0.00% No change 202 $20K
Concord Wealth Partners 0.00% No change 200 $20K
Key Financial Inc 0.00% New 199 $20K
Farther Finance Advisors, LLC 0.00% Reduce -63.8% 187 $19K
CIBC Private Wealth Group LLC 0.00% Reduce -51.8% 187 $19K
CBIZ Investment Advisory Services, LLC 0.00% Add +1.1% 184 $18K
Allworth Financial LP 0.00% Reduce -13.0% 181 $18K
UMB Bank, n.a. 0.00% Reduce -68.3% 180 $18K
Parallel Advisors, LLC 0.00% Reduce -43.5% 175 $17K
Maseco LLP 0.00% — 174 $17K
Centerpoint Advisors, LLC 0.00% No change 142 $14K
Global Retirement Partners, LLC 0.00% — 140 $14K
Barrow Hanley Mewhinney & Strauss LLC 0.00% New 139 $14K
Binnacle Investments Inc 0.01% Add +19.6% 122 $12K
Versant Capital Management, Inc 0.00% Reduce -26.9% 114 $11K
Creative Financial Designs Inc. 0.00% No change 104 $10K
Retirement Wealth Solutions LLC 0.01% No change 101 $10K
Danske Bank A/S 0.00% No change 100 $10K
MorganRosel Wealth Management, LLC 0.00% No change 94 $9K
LRI Investments, LLC 0.00% Add +189.7% 84 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 80 $8K
Park Place Capital Corp 0.00% No change 73 $8K
Hemington Wealth Management 0.00% Reduce -18.8% 78 $7K
Rothschild Investment LLC 0.00% Add +27.3% 70 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -13.5% 64 $6K
JFS Wealth Advisors, LLC 0.00% Reduce -4.6% 62 $6K
Strategic Wealth Partners, Ltd. 0.00% — 61 $6K
Clearstead Advisors, LLC 0.00% Add +2950.0% 61 $6K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -72.6% 58 $6K
Costello Asset Management, INC 0.00% New 57 $6K
Simplex Trading, LLC 0.00% New 57 $5K
Farmers & Merchants Investments Inc. 0.00% Add +6.5% 49 $5K
Frazier Financial Advisors, LLC 0.00% No change 48 $5K
Private Wealth Management Group, LLC 0.00% Reduce -48.6% 36 $4K
NewEdge Advisors, LLC 0.00% No change 33 $3K
WPG Advisers, LLC 0.00% Reduce -59.0% 32 $3K
TD Private Client Wealth LLC 0.00% Reduce -16.1% 26 $3K
Fortitude Family Office, LLC 0.00% New 22 $2K
Sachetta, LLC 0.00% New 17 $2K
NFSG Corp 0.00% No change 15 $1K
Bell Investment Advisors, Inc 0.00% Reduce -26.3% 14 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 14 $1K
Whipplewood Advisors, LLC 0.00% Reduce -50.0% 14 $1K
Neo Ivy Capital Management 0.00% New 12 $1K
Cornerstone Planning Group LLC 0.00% Reduce -77.8% 10 $996
Financial Network Wealth Advisors LLC 0.00% No change 10 $994
Bogart Wealth, LLC 0.00% Reduce -35.7% 9 $894
SJS Investment Consulting Inc. 0.00% Reduce -50.0% 7 $696
Valued Wealth Advisors LLC 0.00% No change 6 $598
Thompson Investment Management, Inc. 0.00% No change 6 $596
Raleigh Capital Management Inc. 0.00% New 4 $399
Rialto Wealth Management, LLC 0.00% New 4 $398
HFM Investment Advisors, LLC 0.00% Add +100.0% 4 $397
Quaker Wealth Management, LLC 0.00% — 3 $299
Parkworth Wealth Management, Inc. 0.00% No change 2 $199
Clearstead Trust, LLC 0.00% Reduce -95.7% 2 $199
Larson Financial Group LLC 0.00% New 2 $199
Bay Harbor Wealth Management, LLC 0.00% No change 2 $198
MV Capital Management, Inc. 0.00% New 1 $100
True Wealth Design, LLC 0.00% No change 1 $100
Private Wealth Asset Management, LLC 0.00% No change 1 $99

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