Ufp IndustriesUFPI

13F holders, Q3 2025 (September 30)
414holders −18
36new positions
47sold out
7famous investors
$93.46avg. 13F price*

At the end of Q3 2025, 414 institutions reported holding Ufp Industries Inc. (UFPI) in their 13F filings, down 18 from Q2 2025. 36 opened new positions and 47 sold out. The largest holders were BlackRock, Inc. ($702.8M), Vanguard Group Inc. ($570.3M) and Kayne Anderson Rudnick Investment Management LLC ($334.0M). 7 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions36$75.8M
Exits47$36.4M

All 13F filers, Q2 2025 → Q3 2025: 3,115,714 shares bought and 3,401,260 shares sold, net −285,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 414 holders

BlackRock, Inc. 0.01% Reduce -1.6% 7,517,056 $702.8M
Vanguard Group Inc. 0.01% Reduce -5.2% 6,100,202 $570.3M
Kayne Anderson Rudnick Investment Management LLC 0.81% Reduce -2.1% 3,572,594 $334.0M
State Street Corp. 0.01% Reduce -1.4% 2,188,581 $204.6M
Boston Partners 0.18% Add +2.2% 1,887,460 $176.4M
Dimensional Fund Advisors LP 0.04% Reduce -0.9% 1,864,579 $174.3M
Geode Capital Management, LLC 0.01% Reduce -2.9% 1,547,851 $144.7M
Wasatch Advisors LP 0.65% Reduce -8.3% 1,292,147 $120.8M
Allspring Global Investments Holdings, LLC 0.18% Add +1.3% 1,223,441 $113.7M
Northern Trust Corp. 0.01% Reduce -2.9% 1,057,865 $98.9M
T. Rowe Price Investment Management, Inc. 0.06% Add +25.0% 970,567 $90.7M
FMR LLC 0.00% Reduce -6.1% 877,979 $82.1M
Charles Schwab Investment Management Inc. 0.01% Add +0.8% 797,326 $74.5M
Royce & Associates LP 0.72% Reduce -2.3% 768,374 $71.8M
Bank of New York Mellon Corp 0.01% Reduce -2.5% 547,692 $51.2M
River Road Asset Management, LLC 0.56% Add +464.6% 536,105 $50.1M
Thrivent Financial for Lutherans 0.10% Add +7.6% 507,764 $47.5M
JPMorgan Chase & Co. 0.00% Reduce -1.9% 494,721 $46.3M
Copeland Capital Management, LLC 0.91% Reduce -4.8% 464,791 $43.5M
Deprince Race & Zollo Inc. 0.84% New 448,838 $42.0M
Franklin Resources Inc. 0.01% Reduce -27.8% 446,925 $41.8M
UBS Group AG 0.01% Add +47.3% 429,440 $40.1M
Wells Fargo & Company 0.01% Add +4.2% 428,570 $40.1M
Millennium Management 0.03% Add +209.9% 425,336 $39.8M
Raymond James Financial Inc. 0.01% Add +15.7% 386,921 $36.2M
Morgan Stanley 0.00% Reduce -11.8% 362,673 $33.9M
Barclays PLC 0.01% Add +6.5% 357,245 $33.4M
Ameriprise Financial Inc. 0.01% Add +0.7% 352,902 $33.0M
Bank of America Corp. 0.00% Add +3.8% 334,833 $31.3M
Pictet Asset Management Holding SA 0.03% Reduce -13.2% 322,352 $30.1M
GW&K Investment Management, LLC 0.26% Reduce -11.6% 315,013 $29.5M
AQR Capital Management 0.02% Reduce -8.7% 317,356 $29.2M
D. E. Shaw & Co. 0.02% Add +38.1% 287,513 $26.9M
Goldman Sachs Group Inc. 0.00% Add +8.3% 273,748 $25.6M
Jane Street Group, LLC 0.03% Reduce -6.1% 251,491 $23.5M
Victory Capital Management Inc. 0.01% Reduce -53.4% 250,224 $23.4M
Fisher Asset Management 0.01% Reduce -3.6% 247,329 $23.1M
Kennedy Capital Management LLC 0.51% Add +33.9% 244,860 $22.9M
Gendell Jeffrey L 0.41% Add +270.6% 240,884 $22.5M
Rhumbline Advisers 0.02% Reduce -5.8% 210,687 $19.7M
Allianz Asset Management GmbH 0.02% Reduce -16.3% 208,619 $19.5M
Renaissance Technologies 0.03% Reduce -28.3% 205,709 $19.2M
Henrickson Nauta Wealth Advisors, Inc. 5.51% Reduce -1.1% 186,254 $17.4M
Sei Investments Co. 0.02% Reduce -0.9% 183,774 $17.2M
Russell Investments Group, Ltd. 0.02% Add +70.7% 177,067 $16.6M
Loomis Sayles & Co. L P 0.02% Reduce -37.8% 147,572 $13.8M
Alliancebernstein L.P. 0.00% Reduce -2.9% 144,092 $13.5M
Picton Mahoney Asset Management 0.16% Reduce -3.0% 133,439 $12.5M
Engineers Gate Manager LP 0.14% Add +33.7% 132,369 $12.4M
Principal Financial Group Inc. 0.01% Reduce -4.6% 132,154 $12.4M
Invesco Ltd. 0.00% Add +2.8% 130,864 $12.2M
Nuveen, LLC 0.00% Reduce -12.2% 129,165 $12.1M
Mutual of America Capital Management LLC 0.12% Reduce -25.8% 123,351 $11.5M
Legal & General Group Plc 0.00% Reduce -7.8% 121,824 $11.4M
Envestnet Asset Management Inc. 0.00% Reduce -7.2% 121,045 $11.3M
Swiss National Bank 0.01% Add +0.8% 117,050 $10.9M
Nordea Investment Management AB 0.01% Add +2.6% 114,545 $10.5M
California Public Employees Retirement System 0.01% Add +4.7% 107,279 $10.0M
HRT Financial LP 0.04% Add +733.3% 103,431 $9.7M
Aptus Capital Advisors, LLC 0.09% Add +15.0% 103,087 $9.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -44.5% 101,981 $9.5M
Hotchkis & Wiley Capital Management LLC 0.03% New 93,954 $8.8M
Arrowstreet Capital, Limited Partnership 0.01% Reduce -19.8% 91,576 $8.6M
Voloridge Investment Management, LLC 0.03% Add +23.5% 90,863 $8.5M
T. Rowe Price Associates Inc. 0.00% Reduce -30.4% 86,657 $8.1M
New York State Common Retirement Fund 0.01% Add +117.5% 86,589 $8.1M
Alps Advisors Inc. 0.04% Add +46.9% 82,493 $7.7M
Qube Research & Technologies Ltd 0.01% Reduce -22.0% 81,875 $7.7M
First Trust Advisors LP 0.01% Reduce -61.5% 80,707 $7.5M
New York State Teachers Retirement System 0.01% Reduce -6.4% 75,551 $7.1M
Citigroup Inc. 0.00% Reduce -22.7% 73,992 $6.9M
Cubist Systematic Strategies, LLC 0.10% Reduce -63.9% 73,208 $6.8M
Citadel Advisors 0.01% Reduce -26.1% 72,837 $6.8M
Deutsche Bank AG 0.00% Add +68.5% 71,822 $6.7M
Retirement Systems of Alabama 0.02% Reduce -4.1% 70,810 $6.6M
Wedge Capital Management L L P 0.11% Reduce -2.7% 70,083 $6.6M
Teacher Retirement System of Texas 0.03% Add +0.1% 69,584 $6.5M
De Lisle Partners LLP 0.78% No change 68,054 $6.4M
MetLife Investment Management, LLC 0.03% Reduce -4.4% 64,549 $6.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -7.4% 60,979 $5.7M
BNP Paribas Financial Markets 0.00% Add +230.7% 60,360 $5.6M
California State Teachers Retirement System 0.01% Add +2.0% 57,412 $5.4M
Squarepoint Ops LLC 0.01% Reduce -30.1% 56,877 $5.3M
Quantbot Technologies LP 0.14% Add +54.0% 56,374 $5.3M
Royal Bank of Canada 0.00% Reduce -13.3% 56,290 $5.3M
Holocene Advisors, LP 0.01% Add +9.8% 56,037 $5.2M
Moran Wealth Management, LLC 0.15% Reduce -4.1% 54,076 $5.1M
Regions Financial Corp. 0.03% Add +0.5% 53,942 $5.0M
Twinbeech Capital LP 0.20% Reduce -28.9% 53,870 $5.0M
American Century Companies Inc. 0.00% Reduce -66.9% 53,251 $5.0M
Segall Bryant & Hamill, LLC 0.06% Add +1.3% 51,141 $4.8M
Van Eck Associates Corp. 0.00% Add +3.7% 50,561 $4.7M
Schonfeld Strategic Advisors LLC 0.03% Add +1590.7% 49,807 $4.7M
Nisa Investment Advisors, LLC 0.02% Reduce -0.0% 49,533 $4.6M
Verition Fund Management LLC 0.03% Add +28.2% 49,393 $4.6M
Narwhal Capital Management 0.34% Reduce -9.3% 49,287 $4.6M
Stifel Financial Corp. 0.00% Reduce -13.6% 48,810 $4.6M
Rafferty Asset Management, LLC 0.01% Add +112.1% 47,356 $4.4M
Focus Partners Wealth 0.01% Add +1612.0% 47,149 $4.4M
Magnetar Financial LLC 0.03% Add +61.0% 46,224 $4.3M
Prudential Financial Inc. 0.00% Reduce -0.3% 44,144 $4.1M
Trexquant Investment LP 0.04% New 43,894 $4.1M
Wilmington Savings Fund Society, FSB 0.10% Reduce -3.2% 43,167 $4.0M
Comerica Bank 0.02% Add +23.4% 42,872 $4.0M
Man Group plc 0.01% Reduce -1.9% 42,640 $4.0M
Callan Family Office, LLC 0.13% Reduce -4.0% 41,944 $3.9M
Y-Intercept (Hong Kong) Ltd 0.09% New 41,126 $3.8M
Bridge City Capital, LLC 1.03% Reduce -24.0% 41,123 $3.8M
Seizert Capital Partners, LLC 0.16% Reduce -1.8% 39,499 $3.7M
Watchman Group, Inc. 0.87% Reduce -0.5% 38,526 $3.6M
Numerai GP LLC 0.50% New 38,098 $3.6M
Mercer Global Advisors Inc. 0.01% Add +12.7% 37,304 $3.5M
CANADA LIFE ASSURANCE Co 0.00% Add +0.1% 37,485 $3.5M
Susquehanna International Group, LLP 0.00% Reduce -58.5% 34,531 $3.2M
Aquatic Capital Management LLC 0.06% New 34,392 $3.2M
Advantage Alpha Capital Partners LP 0.87% Reduce -19.7% 30,942 $2.9M
ExodusPoint Capital Management, LP 0.04% Reduce -44.9% 30,482 $2.8M
Assenagon Asset Management S.A. 0.00% Add +9.1% 29,607 $2.8M
Creative Planning 0.00% Add +35.3% 29,425 $2.8M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -16.4% 28,077 $2.6M
Johnson Investment Counsel Inc. 0.02% Add +2.0% 27,494 $2.6M
Dark Forest Capital Management LP 0.10% Add +27.5% 27,132 $2.5M
Janus Henderson Group PLC 0.00% No change 26,217 $2.5M
Intech Investment Management LLC 0.02% Reduce -0.2% 26,054 $2.4M
Amalgamated Bank 0.02% Reduce -3.0% 25,759 $2.4M
Massachusetts Financial Services Co. 0.00% Add +32.0% 25,366 $2.4M
Vestmark Advisory Solutions, Inc. 0.04% Add +0.4% 24,782 $2.3M
NewEdge Wealth, LLC 0.03% Reduce -2.1% 24,308 $2.2M
Confluence Investment Management LLC 0.03% Add +84.6% 23,414 $2.2M
Capital Fund Management S.A. 0.02% Add +113.9% 22,682 $2.1M
Palisades Investment Partners, LLC 0.83% Add +0.4% 22,637 $2.1M
F/m Investments LLC 0.08% Reduce -0.5% 22,352 $2.1M
Gotham Asset Management 0.01% New 21,733 $2.0M
State of Tennessee, Department of Treasury 0.01% No change 21,596 $2.0M
State of New Jersey Common Pension Fund D 0.01% Add +10.8% 21,352 $2.0M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -7.3% 20,805 $1.9M
Yousif Capital Management, LLC 0.02% Reduce -8.7% 19,955 $1.9M
Illinois Municipal Retirement Fund 0.02% Reduce -15.2% 19,843 $1.9M
Cadence Bank 0.11% Add +0.4% 19,658 $1.8M
&partners 0.01% Add +4.0% 19,231 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,653 $1.7M
Great Lakes Advisors, LLC 0.01% Reduce -12.2% 18,524 $1.7M
Covalent Partners LLC 12.26% New 18,500 $1.7M
Occudo Quantitative Strategies LP 0.21% Add +35.1% 18,130 $1.7M
Arizona State Retirement System 0.01% Add +0.5% 17,831 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +7.4% 17,773 $1.7M
Campbell & CO Investment Adviser LLC 0.12% Reduce -51.0% 17,643 $1.6M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.7% 17,905 $1.6M
NorthCrest Asset Manangement, LLC 0.04% Add +20.5% 17,833 $1.6M
Police & Firemen's Retirement System of New Jersey 0.01% Add +24.0% 16,724 $1.6M
LPL Financial LLC 0.00% Reduce -5.0% 16,417 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -4.1% 16,300 $1.5M
Bahl & Gaynor LLC 0.01% Reduce -21.2% 16,195 $1.5M
Ameritas Investment Partners, Inc. 0.05% Reduce -10.4% 16,027 $1.5M
KLP Kapitalforvaltning As 0.01% No change 15,900 $1.5M
CHICAGO TRUST Co NA 0.20% No change 15,401 $1.4M
Ensign Peak Advisors, Inc 0.00% Reduce -36.2% 15,349 $1.4M
State Board of Administration of Florida Retirement System 0.00% Reduce -0.3% 15,240 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.1% 15,031 $1.4M
Oppenheimer Asset Management Inc. 0.02% Reduce -12.7% 14,975 $1.4M
Ironwood Investment Management LLC 0.61% Reduce -0.3% 14,898 $1.4M
Weiss Asset Management LP 0.02% New 14,875 $1.4M
STRS Ohio 0.01% Reduce -7.0% 14,700 $1.4M
Handelsbanken Fonder AB 0.00% No change 14,095 $1.3M
State of Michigan Retirement System 0.01% Reduce -4.1% 13,900 $1.3M
Headlands Technologies LLC 0.10% Add +164.1% 13,810 $1.3M
Atria Investments, Inc 0.01% Reduce -16.1% 13,692 $1.3M
South Dakota Investment Council 0.02% Reduce -6.9% 13,475 $1.3M
Northwestern Mutual Investment Management Company, LLC 0.02% Reduce -3.2% 13,054 $1.2M
ProShare Advisors LLC 0.00% Reduce -14.9% 12,827 $1.2M
Hantz Financial Services, Inc. 0.02% Add +4.6% 12,647 $1.2M
New Mexico Educational Retirement Board 0.04% No change 12,600 $1.2M
Entropy Technologies, LP 0.09% New 12,489 $1.2M
QSV Equity Investors LLC 1.19% No change 12,417 $1.2M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +17.2% 11,976 $1.1M
Oregon Public Employees Retirement Fund 0.01% Reduce -4.8% 11,761 $1.1M
Blair William & Co. 0.00% Add +0.6% 11,625 $1.1M
Mackenzie Financial Corp. 0.00% Add +6.1% 11,602 $1.1M
iSAM Funds (UK) Ltd 0.22% Add +32.8% 11,497 $1.1M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -16.7% 11,023 $1.0M
Cascade Investment Advisors, Inc. 0.62% Add +7.2% 10,959 $1.0M
Legato Capital Management LLC 0.11% No change 10,801 $1.0M
Voya Investment Management LLC 0.00% Reduce -33.9% 10,796 $1.0M
State of Wyoming 0.11% Add +337.9% 10,434 $975K
Corient Private Wealth LP 0.00% Add +38.2% 10,418 $974K
Advisory Research Inc. 0.12% Add +3.8% 9,716 $908K
Modera Wealth Management, LLC 0.01% No change 9,512 $889K
Neuberger Berman Group LLC 0.00% Reduce -7.0% 9,390 $878K
Balyasny Asset Management L.P. 0.00% Reduce -78.8% 9,363 $875K
Morningstar Investment Management LLC 0.03% New 9,162 $857K
SkyView Investment Advisors, LLC 0.11% Add +3.1% 9,019 $843K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +22.6% 8,895 $832K
QRG Capital Management, Inc. 0.01% Reduce -77.0% 8,803 $823K
DekaBank Deutsche Girozentrale 0.00% No change 8,673 $793K
AlphaQuest LLC 0.05% Add +822.7% 8,480 $793K
Xponance LLC 0.01% Reduce -1.5% 8,433 $788K
Pathstone Holdings, LLC 0.00% Add +6.6% 8,432 $788K
Vestcor Inc 0.02% Reduce -20.8% 8,347 $780K
Freestone Grove Partners LP 0.01% New 8,300 $776K
O'shaughnessy Asset Management, LLC 0.00% Add +24.6% 8,299 $776K
Pacer Advisors, Inc. 0.00% New 7,710 $721K
Northwest & Ethical Investments L.P. 0.02% Reduce -1.8% 7,698 $710K
GTS Securities LLC 0.03% Add +3.3% 7,362 $688K
Bokf, NA 0.01% Add +0.5% 7,281 $681K
Martingale Asset Management L P 0.02% Reduce -71.7% 7,102 $664K
XTX Topco Ltd 0.03% Reduce -77.0% 7,021 $656K
Cwm, LLC 0.00% Add +2.5% 6,992 $654K
OneDigital Investment Advisors LLC 0.01% Reduce -0.8% 6,983 $653K
Quantinno Capital Management LP 0.00% Add +61.5% 6,790 $635K
MQS Management LLC 0.36% Add +77.4% 6,678 $624K
Ausbil Investment Management Ltd 0.33% Add +146.0% 6,703 $623K
Sanctuary Advisors, LLC 0.00% Add +0.4% 6,631 $620K
Synovus Financial Corp. 0.01% Add +0.8% 6,561 $613K
Cresset Asset Management, LLC 0.00% Reduce -4.4% 6,558 $613K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -0.9% 6,530 $611K
CIBC Bancorp USA Inc. 0.00% — 6,442 $602K
State of Alaska, Department of Revenue 0.01% Reduce -5.5% 6,404 $598K
Brevan Howard Capital Management LP 0.01% Reduce -63.3% 6,340 $593K
Gsa Capital Partners LLP 0.05% Add +40.6% 6,243 $584K
Public Employees Retirement Association of Colorado 0.00% Reduce -3.6% 6,242 $584K
Hardy Reed LLC 0.04% No change 6,203 $580K
Inspire Advisors, LLC 0.05% Add +2.1% 6,117 $572K
Jump Financial, LLC 0.01% Reduce -75.2% 6,016 $562K
New York Life Investment Management LLC 0.00% Reduce -3.8% 5,954 $557K
State of Wisconsin Investment Board 0.00% Reduce -92.4% 5,889 $551K
Bayforest Capital Ltd 0.26% Add +1299.8% 5,837 $546K
Cetera Investment Advisers 0.00% Add +161.1% 5,764 $539K
HighTower Advisors, LLC 0.00% Add +0.2% 5,640 $527K
Wesbanco Bank Inc. 0.01% Add +4.7% 5,543 $518K
US Bancorp \de 0.00% Add +2.3% 5,439 $508K
JLB & Associates Inc. 0.07% Reduce -7.4% 5,410 $506K
Commerce Bank 0.00% Reduce -6.8% 5,309 $496K
HSBC Holdings PLC 0.00% Reduce -85.1% 5,347 $496K
Quadrant Capital Group LLC 0.02% Reduce -0.1% 5,261 $492K
Federated Hermes, Inc. 0.00% Reduce -7.2% 5,232 $489K
Claro Advisors Inc. 0.07% Reduce -0.1% 5,003 $468K
Marks Group Wealth Management, Inc 0.04% No change 5,000 $467K
Curated Wealth Partners LLC 0.06% Reduce -2.1% 4,945 $462K
Delta Asset Management LLC 0.04% No change 4,758 $445K
Arkadios Wealth Advisors 0.01% Add +3.6% 4,551 $426K
Bank of Montreal 0.00% Reduce -20.6% 4,526 $423K
Securian Asset Management, Inc. 0.01% Reduce -4.4% 4,386 $410K
MAI Capital Management 0.00% Add +17.4% 4,316 $404K
Westover Capital Advisors, LLC 0.07% Reduce -11.3% 4,310 $403K
Harbor Capital Advisors, Inc. 0.03% Reduce -69.5% 4,277 $400K
Impact Capital Partners LLC 0.12% Reduce -30.5% 4,276 $400K
Apollon Wealth Management, LLC 0.01% Reduce -2.9% 4,252 $398K
PNC Financial Services Group, Inc. 0.00% Add +0.1% 4,180 $391K
Captrust Financial Advisors 0.00% Add +3.2% 4,175 $390K
D.A. Davidson & Co. 0.00% Reduce -4.6% 4,137 $387K
World Investment Advisors 0.01% Add +1.7% 4,030 $377K
Oxford Asset Management LLP 0.12% Reduce -35.3% 3,996 $374K
Sterling Capital Management LLC 0.01% Add +154.2% 3,993 $373K
Fifth Third Bancorp 0.00% Reduce -46.3% 3,969 $371K
Sequoia Financial Advisors, LLC 0.00% Add +10.8% 3,965 $371K
Meeder Asset Management Inc. 0.02% No change 3,963 $371K
Tower Research Capital LLC (TRC) 0.01% Reduce -68.2% 3,943 $369K
Federation des caisses Desjardins du Quebec 0.00% New 3,939 $368K
SG Americas Securities, LLC 0.00% Add +7.6% 3,878 $363K
Net Worth Advisory Group 0.10% Reduce -7.2% 3,713 $347K
Cerity Partners LLC 0.00% Reduce -35.5% 3,440 $322K
Hancock Whitney Corp. 0.01% Reduce -0.4% 3,381 $316K
Envestnet Portfolio Solutions, Inc. 0.00% Add +2.5% 3,348 $313K
Evergreen Capital Management LLC 0.01% Add +24.0% 3,313 $310K
Snowden Capital Advisors LLC 0.01% Add +0.1% 3,304 $309K
Journey Strategic Wealth LLC 0.01% Reduce -8.1% 3,219 $301K
Annis Gardner Whiting Capital Advisors, LLC 0.06% Add +6.9% 3,112 $291K
Mitsubishi UFJ Trust & Banking Corp 0.00% New 3,102 $290K
Commonwealth Equity Services, LLC 0.00% Add +10.7% 3,105 $290K
111 Capital 0.05% Reduce -73.9% 3,033 $284K
Truist Financial Corp. 0.00% Reduce -38.7% 3,006 $281K
Corient IA LP 0.21% No change 3,000 $280K
Quantum Private Wealth, LLC 0.08% No change 3,000 $280K
B. Riley Wealth Advisors, Inc. 0.01% Add +0.8% 2,980 $279K
Steward Partners Investment Advisory, LLC 0.00% Add +35.9% 2,972 $278K
M&T Bank Corp 0.00% Reduce -6.9% 2,957 $277K
Crossmark Global Holdings, Inc. 0.00% Reduce -20.1% 2,960 $277K
IFG Advisory, LLC 0.01% Add +10.7% 2,913 $272K
Meritage Portfolio Management 0.02% Reduce -35.0% 2,888 $270K
Bessemer Group Inc. 0.00% Reduce -2.4% 2,870 $269K
Swiss Life Asset Management Ltd 0.00% New 2,838 $265K
Osaic Holdings, Inc. 0.00% Reduce -84.5% 2,787 $265K
MML Investors Services, LLC 0.00% Reduce -0.5% 2,742 $256K
Vident Advisory, LLC 0.00% Reduce -8.8% 2,729 $255K
Highland Capital Management, LLC 0.01% Reduce -1.3% 2,729 $255K
Forum Financial Management, LP 0.00% Reduce -7.5% 2,720 $254K
Baird Financial Group, Inc. 0.00% Reduce -16.5% 2,666 $249K
AE Wealth Management LLC 0.00% Reduce -0.3% 2,635 $246K
Cim, LLC 0.03% No change 2,500 $234K
Legacy Wealth Asset Management, LLC 0.06% Reduce -24.3% 2,472 $231K
Profund Advisors LLC 0.01% Add +6.1% 2,426 $227K
Wolverine Trading, LLC 0.00% New 2,443 $225K
Point72 Asia (Singapore) Pte. Ltd. 0.03% Add +89.9% 2,355 $220K
Bryn Mawr Trust Advisors, LLC 0.01% Add +15.6% 2,354 $220K
SCS Capital Management LLC 0.00% No change 2,352 $220K
AIA Group Ltd 0.00% No change 2,302 $215K
Verdence Capital Advisors LLC 0.01% Add +4.5% 2,327 $214K
apricus wealth, LLC 0.12% New 2,287 $214K
Well Done, LLC 0.04% No change 2,240 $209K
Integrated Wealth Concepts LLC 0.00% Reduce -24.8% 2,184 $204K
Shelton Capital Management 0.00% No change 2,175 $203K
Empowered Funds, LLC 0.00% Reduce -50.2% 2,161 $202K
CX Institutional 0.01% Reduce -5.5% 2,093 $196K
Parkside Financial Bank & Trust 0.01% Reduce -0.3% 2,038 $191K
CI Investments Inc. 0.00% Reduce -6.6% 2,024 $189K
KBC Group NV 0.00% No change 1,742 $163K
Royal London Asset Management Ltd. 0.00% No change 1,724 $161K
Point72 (DIFC) Ltd 0.01% Reduce -58.0% 1,690 $158K
Huntington National Bank 0.00% Reduce -3.0% 1,505 $141K
Duncker Streett & Co. Inc. 0.02% Reduce -6.3% 1,406 $131K
Public Employees Retirement System of Ohio 0.00% Reduce -0.8% 1,397 $131K
Shell Asset Management Co. 0.01% Reduce -54.8% 1,173 $110K
McIlrath & Eck, LLC 0.01% No change 1,142 $107K
Rockefeller Capital Management L.P. 0.00% New 1,026 $96K
NewEdge Advisors, LLC 0.00% Add +2951.5% 1,007 $94K
Arax Advisory Partners 0.00% Add +41.9% 952 $89K
Jones Financial Companies LLLP 0.00% Add +5.1% 883 $81K
Legacy Trust 0.02% No change 840 $79K
Blue Trust, Inc. 0.00% Add +4.7% 811 $76K
Colonial Trust Co / SC 0.01% Reduce -9.3% 798 $75K
Covestor Ltd 0.04% Reduce -1.3% 773 $72K
Principal Securities, Inc. 0.00% Add +5.6% 699 $65K
Smartleaf Asset Management LLC 0.00% Add +16.9% 698 $64K
GAMMA Investing LLC 0.00% Reduce -11.2% 658 $62K
Assetmark, Inc. 0.00% Add +3.9% 584 $55K
Nomura Asset Management Co. Ltd. 0.00% No change 560 $52K
Winnacle Wealth LLC 0.04% New 546 $51K
Optiver Holding B.V. 0.00% Reduce -16.9% 539 $50K
EverSource Wealth Advisors, LLC 0.00% Reduce -9.9% 490 $46K
Optimum Investment Advisors 0.02% No change 480 $45K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -3.1% 437 $41K
Northwestern Mutual Wealth Management Co. 0.00% Add +648.3% 434 $41K
Caitong International Asset Management Co., Ltd 0.02% Reduce -27.8% 375 $35K
Tortoise Investment Management, LLC 0.00% Add +0.9% 351 $33K
City State Bank 0.01% No change 350 $33K
Simplex Trading, LLC 0.00% Add +494.7% 339 $31K
HM Payson & Co. 0.00% No change 318 $30K
Whittier Trust Co. 0.00% No change 258 $24K
Advisory Services Network, LLC 0.00% New 236 $22K
Signaturefd, LLC 0.00% Reduce -65.5% 233 $22K
Parallel Advisors, LLC 0.00% Add +32.6% 232 $22K
Allworth Financial LP 0.00% Add +27.6% 231 $22K
IFP Advisors, Inc 0.00% Add +267.2% 224 $21K
CBIZ Investment Advisory Services, LLC 0.00% Add +21.7% 224 $21K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 223 $21K
Rise Advisors, LLC 0.01% No change 221 $21K
Osterweis Capital Management Inc. 0.00% No change 210 $20K
Plante Moran Financial Advisors, LLC 0.00% No change 202 $19K
Root Financial Partners, LLC 0.00% New 201 $19K
Farther Finance Advisors, LLC 0.00% Add +7.5% 201 $19K
Concord Wealth Partners 0.00% No change 200 $19K
UMB Bank, n.a. 0.00% Add +7.2% 193 $18K
CIBC Private Wealth Group LLC 0.00% Add +1.6% 190 $18K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +31.6% 183 $17K
Versant Capital Management, Inc 0.00% Add +55.3% 177 $17K
Maseco LLP 0.00% Add +0.6% 175 $16K
Binnacle Investments Inc 0.01% Add +30.3% 159 $15K
Rothschild Investment LLC 0.00% Add +122.9% 156 $15K
Key Financial Inc 0.00% Reduce -24.1% 151 $14K
Salomon & Ludwin, LLC 0.00% New 148 $14K
Wealthspire Advisors, LLC 0.00% New 144 $13K
Centerpoint Advisors, LLC 0.00% Reduce -1.4% 140 $13K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -81.4% 121 $11K
Mather Group, Llc. 0.00% New 113 $11K
Boreal Capital Management LLC 0.01% New 105 $10K
Creative Financial Designs Inc. 0.00% No change 104 $10K
Danske Bank A/S 0.00% No change 100 $9K
Cornerstone Planning Group LLC 0.00% Add +80.0% 18 $9K
Clearstead Advisors, LLC 0.00% Add +49.2% 91 $9K
First Horizon Corp. 0.00% — 87 $8K
Hemington Wealth Management 0.00% Add +15.4% 90 $8K
LRI Investments, LLC 0.00% No change 84 $8K
Retirement Wealth Solutions LLC 0.01% Reduce -16.8% 84 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 80 $7K
Park Place Capital Corp 0.00% No change 73 $7K
JFS Wealth Advisors, LLC 0.00% No change 62 $6K
Strategic Wealth Partners, Ltd. 0.00% No change 61 $6K
Costello Asset Management, INC 0.00% Add +1.8% 58 $5K
Essential Partners LLC 0.00% New 51 $5K
Farmers & Merchants Investments Inc. 0.00% Add +2.0% 50 $5K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -23.4% 49 $5K
Frazier Financial Advisors, LLC 0.00% No change 48 $4K
Transamerica Financial Advisors, LLC 0.00% New 47 $4K
Global Retirement Partners, LLC 0.00% Reduce -70.7% 41 $4K
WPG Advisers, LLC 0.00% Add +28.1% 41 $4K
Private Wealth Management Group, LLC 0.00% No change 36 $3K
Clearstead Trust, LLC 0.00% Add +1600.0% 34 $3K
Brown Brothers Harriman & Co. 0.00% New 32 $3K
TD Private Client Wealth LLC 0.00% No change 26 $2K
Fortitude Family Office, LLC 0.00% No change 22 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 14 $1K
NFSG Corp 0.00% No change 15 $1K
Bell Investment Advisors, Inc 0.00% No change 14 $1K
Ameritas Advisory Services, LLC 0.00% Reduce -97.6% 14 $1K
Quent Capital, LLC 0.00% New 12 $1K
Cloud Capital Management, LLC 0.00% New 16 $1K
Financial Network Wealth Advisors LLC 0.00% No change 10 $935
Bogart Wealth, LLC 0.00% No change 9 $841
Manchester Capital Management LLC 0.00% New 8 $748
Physician Wealth Advisors, Inc. 0.00% New 8 $748
SJS Investment Consulting Inc. 0.00% No change 7 $655
Westfuller Advisors, LLC 0.00% New 7 $625
Quest 10 Wealth Builders, Inc. 0.00% New 6 $561
Thompson Investment Management, Inc. 0.00% No change 6 $561
Rialto Wealth Management, LLC 0.00% Add +25.0% 5 $468
HFM Investment Advisors, LLC 0.00% Add +25.0% 5 $467
Hughes Financial Services, LLC 0.00% New 5 $457
Bay Harbor Wealth Management, LLC 0.00% Add +100.0% 4 $373
Valued Wealth Advisors LLC 0.00% Reduce -66.7% 2 $189
Quaker Wealth Management, LLC 0.00% Reduce -33.3% 2 $187
Larson Financial Group LLC 0.00% No change 2 $187
MV Capital Management, Inc. 0.00% No change 1 $94
True Wealth Design, LLC 0.00% No change 1 $94
Private Wealth Asset Management, LLC 0.00% No change 1 $93

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