Ufp IndustriesUFPI

13F holders, Q4 2025 (December 31)
412holders −2
49new positions
52sold out
6famous investors
$91.11avg. 13F price*

At the end of Q4 2025, 412 institutions reported holding Ufp Industries Inc. (UFPI) in their 13F filings, down 2 from Q3 2025. 49 opened new positions and 52 sold out. The largest holders were BlackRock, Inc. ($687.7M), Vanguard Group Inc. ($557.0M) and Kayne Anderson Rudnick Investment Management LLC ($288.8M). 6 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions49$36.9M
Exits52$53.3M

All 13F filers, Q3 2025 → Q4 2025: 2,874,614 shares bought and 4,314,935 shares sold, net −1,440,321 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 412 holders

BlackRock, Inc. 0.01% Add +0.5% 7,553,111 $687.7M
Vanguard Group Inc. 0.01% Add +0.3% 6,117,218 $557.0M
Kayne Anderson Rudnick Investment Management LLC 0.78% Reduce -11.2% 3,171,538 $288.8M
State Street Corp. 0.01% Reduce -2.9% 2,124,145 $193.4M
Dimensional Fund Advisors LP 0.04% Add +2.4% 1,909,315 $173.8M
Boston Partners 0.17% Reduce -1.8% 1,853,286 $168.8M
Wasatch Advisors LP 0.83% Add +18.7% 1,533,299 $139.6M
Geode Capital Management, LLC 0.01% Reduce -1.4% 1,525,383 $138.9M
Allspring Global Investments Holdings, LLC 0.19% Add +1.9% 1,247,346 $115.0M
FMR LLC 0.01% Add +42.9% 1,254,776 $114.2M
Northern Trust Corp. 0.01% Add +1.2% 1,070,333 $97.5M
River Road Asset Management, LLC 0.88% Add +64.1% 879,935 $80.1M
T. Rowe Price Investment Management, Inc. 0.05% Reduce -13.6% 838,391 $76.3M
Norges Bank 0.01% — 825,736 $75.2M
Royce & Associates LP 0.74% Add +5.0% 806,395 $73.4M
Charles Schwab Investment Management Inc. 0.01% Add +1.0% 804,991 $73.3M
Franklin Resources Inc. 0.01% Add +10.9% 495,673 $45.1M
AQR Capital Management 0.02% Add +49.3% 473,645 $43.1M
D. E. Shaw & Co. 0.03% Add +61.9% 465,593 $42.4M
Deprince Race & Zollo Inc. 0.80% Add +1.7% 456,297 $41.5M
Goldman Sachs Group Inc. 0.01% Add +61.4% 441,905 $40.2M
Copeland Capital Management, LLC 0.88% Reduce -6.5% 434,821 $39.6M
JPMorgan Chase & Co. 0.00% Reduce -17.6% 407,522 $37.1M
Bank of New York Mellon Corp 0.01% Reduce -26.0% 405,311 $36.9M
Morgan Stanley 0.00% Add +5.5% 382,681 $34.8M
Wells Fargo & Company 0.01% Reduce -16.6% 357,554 $32.6M
Ameriprise Financial Inc. 0.01% Reduce -0.8% 350,057 $31.9M
Raymond James Financial Inc. 0.01% Reduce -10.0% 348,298 $31.7M
Gendell Jeffrey L 0.54% Add +41.4% 340,698 $31.0M
Barclays PLC 0.01% Reduce -11.2% 317,308 $28.9M
Pictet Asset Management Holding SA 0.03% Reduce -3.5% 311,164 $28.3M
Bank of America Corp. 0.00% Reduce -15.4% 283,133 $25.8M
Millennium Management 0.02% Reduce -34.8% 277,330 $25.3M
Kennedy Capital Management LLC 0.53% Add +11.8% 273,818 $24.9M
Victory Capital Management Inc. 0.01% Add +4.5% 261,587 $23.8M
Sei Investments Co. 0.02% Add +19.8% 220,223 $20.1M
Balyasny Asset Management L.P. 0.04% Add +2178.3% 213,320 $19.4M
GW&K Investment Management, LLC 0.17% Reduce -32.9% 211,324 $19.2M
UBS Group AG 0.00% Reduce -53.5% 199,821 $18.2M
Rhumbline Advisers 0.01% Reduce -9.0% 191,710 $17.5M
Russell Investments Group, Ltd. 0.02% Add +6.4% 188,339 $17.2M
Renaissance Technologies 0.02% Reduce -20.4% 163,709 $14.9M
Jane Street Group, LLC 0.02% Reduce -36.4% 160,038 $14.6M
Invesco Ltd. 0.00% Add +16.9% 152,990 $13.9M
Principal Financial Group Inc. 0.01% Reduce -4.5% 126,239 $11.5M
Nuveen, LLC 0.00% Reduce -4.9% 122,877 $11.2M
Two Sigma Investments, LP 0.02% New 121,831 $11.1M
Alliancebernstein L.P. 0.00% Reduce -17.9% 118,300 $10.8M
Mutual of America Capital Management LLC 0.11% Reduce -5.0% 117,136 $10.7M
Swiss National Bank 0.01% Reduce -1.4% 115,450 $10.5M
California Public Employees Retirement System 0.01% Add +4.0% 111,550 $10.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1.7% 103,744 $9.4M
Aptus Capital Advisors, LLC 0.08% Add +0.5% 103,590 $9.4M
Hotchkis & Wiley Capital Management LLC 0.03% Add +8.3% 101,796 $9.3M
Nordea Investment Management AB 0.01% Reduce -13.3% 99,317 $9.1M
Envestnet Asset Management Inc. 0.00% Reduce -19.6% 97,263 $8.9M
Legal & General Group Plc 0.00% Reduce -20.3% 97,130 $8.8M
Arrowstreet Capital, Limited Partnership 0.01% Add +5.0% 96,118 $8.8M
Allianz Asset Management GmbH 0.01% Reduce -57.2% 89,298 $8.1M
T. Rowe Price Associates Inc. 0.00% Reduce -0.4% 86,345 $7.9M
New York State Common Retirement Fund 0.01% Reduce -1.7% 85,089 $7.7M
BNP Paribas Financial Markets 0.00% Add +34.4% 81,091 $7.4M
Teacher Retirement System of Texas 0.03% Add +15.2% 80,149 $7.3M
Alps Advisors Inc. 0.04% Reduce -5.2% 78,236 $7.1M
New York State Teachers Retirement System 0.01% Reduce -1.0% 74,787 $6.8M
First Trust Advisors LP 0.00% Reduce -11.8% 71,216 $6.5M
HRT Financial LP 0.02% Reduce -32.3% 70,065 $6.4M
Retirement Systems of Alabama 0.02% Reduce -1.3% 69,918 $6.4M
Squarepoint Ops LLC 0.01% Add +20.0% 68,277 $6.2M
Deutsche Bank AG 0.00% Reduce -8.5% 65,709 $6.0M
Wedge Capital Management L L P 0.11% Reduce -6.3% 65,662 $6.0M
Lord, Abbett & Co. LLC 0.02% New 64,347 $5.9M
ExodusPoint Capital Management, LP 0.06% Add +99.5% 60,810 $5.5M
MetLife Investment Management, LLC 0.03% Reduce -7.7% 59,587 $5.4M
Capital Fund Management S.A. 0.05% Add +157.9% 58,492 $5.3M
Creative Planning 0.00% Add +97.7% 58,165 $5.3M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.8% 57,462 $5.2M
Citadel Advisors 0.00% Reduce -21.1% 57,456 $5.2M
California State Teachers Retirement System 0.01% Reduce -4.0% 55,111 $5.0M
Rafferty Asset Management, LLC 0.02% Add +15.9% 54,875 $5.0M
Henrickson Nauta Wealth Advisors, Inc. 0.72% Reduce -72.4% 51,381 $4.9M
Comerica Bank 0.02% Add +23.7% 53,020 $4.8M
Moran Wealth Management, LLC 0.14% Reduce -4.4% 51,703 $4.7M
Segall Bryant & Hamill, LLC 0.06% Add +0.8% 51,562 $4.7M
Man Group plc 0.01% Add +20.3% 51,301 $4.7M
Voloridge Investment Management, LLC 0.02% Reduce -45.6% 49,418 $4.5M
Nisa Investment Advisors, LLC 0.01% Reduce -1.7% 48,674 $4.4M
Regions Financial Corp. 0.03% Reduce -11.6% 47,713 $4.3M
Focus Partners Wealth 0.01% Add +1.1% 47,675 $4.3M
American Century Companies Inc. 0.00% Reduce -16.9% 44,223 $4.0M
Narwhal Capital Management 0.29% Reduce -10.3% 44,208 $4.0M
Stifel Financial Corp. 0.00% Reduce -10.6% 43,623 $4.0M
Citigroup Inc. 0.00% Reduce -41.2% 43,516 $4.0M
Wilmington Savings Fund Society, FSB 0.09% Reduce -1.8% 42,403 $3.9M
Holocene Advisors, LP 0.01% Reduce -25.5% 41,728 $3.8M
Seizert Capital Partners, LLC 0.16% Add +3.4% 40,842 $3.7M
Engineers Gate Manager LP 0.04% Reduce -69.5% 40,427 $3.7M
Two Sigma Advisers, LP 0.01% New 40,400 $3.7M
Prudential Financial Inc. 0.00% Reduce -9.4% 39,971 $3.6M
Mercer Global Advisors Inc. 0.01% Add +2.2% 38,125 $3.5M
Numerai GP LLC 0.42% Reduce -0.3% 37,984 $3.5M
Watchman Group, Inc. 0.78% Reduce -7.0% 35,814 $3.3M
Bridge City Capital, LLC 0.95% Reduce -13.9% 35,408 $3.2M
CANADA LIFE ASSURANCE Co 0.01% Reduce -6.8% 34,946 $3.2M
Royal Bank of Canada 0.00% Reduce -38.5% 34,632 $3.2M
Johnson Investment Counsel Inc. 0.03% Add +22.3% 33,619 $3.1M
Agf Management Ltd. 0.01% New 33,294 $3.0M
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -21.9% 32,142 $2.9M
Trexquant Investment LP 0.03% Reduce -26.8% 32,136 $2.9M
B. Metzler seel. Sohn & Co. AG 0.02% Add +46.9% 30,553 $2.8M
Verition Fund Management LLC 0.02% Reduce -40.0% 29,627 $2.7M
Callan Family Office, LLC 0.05% Reduce -35.0% 27,283 $2.5M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.7% 27,049 $2.5M
Jump Financial, LLC 0.03% Add +339.8% 26,461 $2.4M
Janus Henderson Group PLC 0.00% No change 26,217 $2.4M
Gotham Asset Management 0.01% Add +15.8% 25,157 $2.3M
Amalgamated Bank 0.02% Reduce -4.8% 24,529 $2.2M
State of New Jersey Common Pension Fund D 0.01% Add +13.8% 24,300 $2.2M
State of Tennessee, Department of Treasury 0.01% Reduce -4.1% 20,709 $2.1M
Palisades Investment Partners, LLC 0.80% Add +2.9% 23,294 $2.1M
Intech Investment Management LLC 0.02% Reduce -10.9% 23,221 $2.1M
Yousif Capital Management, LLC 0.02% Reduce -2.4% 19,476 $2.1M
Lighthouse Investment Partners, LLC 0.07% New 22,280 $2.0M
HSBC Holdings PLC 0.00% Add +300.7% 21,424 $2.0M
SG Americas Securities, LLC 0.00% Add +454.4% 21,499 $2.0M
Ensign Peak Advisors, Inc 0.00% Add +40.0% 21,490 $2.0M
Cadence Bank 0.11% Add +0.4% 19,737 $1.8M
Dark Forest Capital Management LP 0.08% Reduce -27.3% 19,717 $1.8M
KLP Kapitalforvaltning As 0.01% Add +21.4% 19,300 $1.8M
NewEdge Wealth, LLC 0.02% Reduce -23.1% 18,686 $1.7M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,653 $1.7M
Great Lakes Advisors, LLC 0.01% No change 18,524 $1.7M
Vestmark Advisory Solutions, Inc. 0.02% Reduce -26.0% 18,331 $1.7M
NorthCrest Asset Manangement, LLC 0.04% Reduce -0.3% 17,782 $1.7M
Qube Research & Technologies Ltd 0.00% Reduce -77.7% 18,249 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -7.0% 16,647 $1.6M
LPL Financial LLC 0.00% Add +6.4% 17,462 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -3.6% 17,135 $1.6M
Flagship Capital Management Inc. 1.10% — 17,022 $1.5M
Arizona State Retirement System 0.01% Reduce -8.3% 16,348 $1.5M
Louisiana State Employees Retirement System 0.03% Reduce -1.2% 16,100 $1.5M
Oppenheimer Asset Management Inc. 0.02% Add +7.3% 16,067 $1.5M
Covalent Partners LLC 15.20% Reduce -13.5% 16,000 $1.5M
Prescott Group Capital Management, L.L.C. 0.14% New 16,000 $1.5M
Confluence Investment Management LLC 0.02% Reduce -32.9% 15,705 $1.4M
CHICAGO TRUST Co NA 0.22% No change 15,401 $1.4M
Ameritas Investment Partners, Inc. 0.04% Reduce -3.9% 15,401 $1.4M
Police & Firemen's Retirement System of New Jersey 0.01% Reduce -8.1% 15,368 $1.4M
State Board of Administration of Florida Retirement System 0.00% No change 15,240 $1.4M
Illinois Municipal Retirement Fund 0.02% Reduce -23.3% 15,226 $1.4M
Susquehanna International Group, LLP 0.00% Reduce -56.0% 15,205 $1.4M
AlphaQuest LLC 0.08% Add +78.9% 15,170 $1.4M
Ironwood Investment Management LLC 0.56% Reduce -1.3% 14,700 $1.3M
STRS Ohio 0.01% No change 14,700 $1.3M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -3.0% 14,578 $1.3M
Natixis 0.01% New 14,449 $1.3M
Massachusetts Financial Services Co. 0.00% Reduce -44.4% 14,097 $1.3M
Handelsbanken Fonder AB 0.00% No change 14,095 $1.3M
State of Michigan Retirement System 0.01% Reduce -0.7% 13,800 $1.3M
iSAM Funds (UK) Ltd 0.45% Add +18.7% 13,649 $1.2M
Legato Capital Management LLC 0.11% Add +24.4% 13,442 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -97.4% 13,118 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.1% 13,035 $1.2M
Freestone Grove Partners LP 0.01% Add +56.8% 13,018 $1.2M
ProShare Advisors LLC 0.00% Add +1.1% 12,972 $1.2M
Atria Investments, Inc 0.01% Reduce -5.8% 12,898 $1.2M
&partners 0.01% Reduce -34.2% 12,655 $1.2M
New Mexico Educational Retirement Board 0.03% No change 12,600 $1.1M
South Dakota Investment Council 0.02% Reduce -6.7% 12,575 $1.1M
Horizon Investments, LLC 0.01% New 12,305 $1.1M
K.J. Harrison & Partners Inc 0.15% New 12,000 $1.1M
DekaBank Deutsche Girozentrale 0.00% No change 8,673 $1.1M
Oregon Public Employees Retirement Fund 0.01% Reduce -0.8% 11,661 $1.1M
Cascade Investment Advisors, Inc. 0.62% Add +5.8% 11,599 $1.1M
Quantinno Capital Management LP 0.00% Add +67.8% 11,395 $1.0M
Neuberger Berman Group LLC 0.00% Add +19.0% 11,178 $1.0M
Headlands Technologies LLC 0.08% Reduce -19.8% 11,071 $1.0M
Blair William & Co. 0.00% Reduce -4.8% 11,066 $1.0M
Amundi 0.00% New 10,974 $999K
Cwm, LLC 0.00% Add +51.6% 10,600 $965K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -12.2% 10,520 $958K
Gsa Capital Partners LLP 0.08% Add +63.1% 10,184 $927K
Voya Investment Management LLC 0.00% Reduce -6.2% 10,132 $923K
Advisory Research Inc. 0.12% Add +3.6% 10,063 $916K
O'shaughnessy Asset Management, LLC 0.00% Add +14.8% 9,526 $867K
Modera Wealth Management, LLC 0.01% Add +0.0% 9,516 $866K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.8% 9,502 $865K
QRG Capital Management, Inc. 0.01% Add +6.6% 9,387 $855K
Cambient Family Office, LLC 0.12% — 9,273 $844K
SkyView Investment Advisors, LLC 0.11% Add +1.3% 9,133 $832K
Corient Private Wealth LP 0.00% Reduce -13.2% 9,047 $825K
Loomis Sayles & Co. L P 0.00% Reduce -94.2% 8,495 $773K
QSV Equity Investors LLC 1.12% Reduce -32.8% 8,348 $760K
Mackenzie Financial Corp. 0.00% Reduce -28.8% 8,258 $759K
Unison Advisors LLC 0.06% New 8,052 $733K
Hantz Financial Services, Inc. 0.01% Reduce -37.5% 7,904 $720K
Pathstone Holdings, LLC 0.00% Reduce -10.5% 7,545 $687K
Vanguard Personalized Indexing Management, LLC 0.01% Add +11.3% 7,268 $662K
M&T Bank Corp 0.00% Add +144.6% 7,232 $659K
Cerity Partners LLC 0.00% Add +106.7% 7,109 $647K
Xponance LLC 0.00% Reduce -15.9% 7,095 $646K
Pacer Advisors, Inc. 0.00% Reduce -9.6% 6,970 $635K
Quantbot Technologies LP 0.02% Reduce -87.7% 6,929 $631K
OneDigital Investment Advisors LLC 0.01% Reduce -1.0% 6,916 $630K
Pinnacle Financial Partners, Inc. 0.00% — 6,824 $621K
Bokf, NA 0.01% Reduce -6.7% 6,797 $619K
Ausbil Investment Management Ltd 0.35% No change 6,703 $610K
Cresset Asset Management, LLC 0.00% Reduce -0.5% 6,523 $594K
Curated Wealth Partners LLC 0.06% Add +30.0% 6,427 $585K
Public Employees Retirement Association of Colorado 0.00% No change 6,242 $568K
Hardy Reed LLC 0.04% No change 6,203 $565K
Quadrant Capital Group LLC 0.02% Add +15.4% 6,070 $553K
Inspire Advisors, LLC 0.05% Reduce -2.0% 5,994 $546K
Sequoia Financial Advisors, LLC 0.00% Add +50.0% 5,946 $541K
State of Alaska, Department of Revenue 0.01% Reduce -9.1% 5,824 $530K
US Bancorp \de 0.00% Add +3.3% 5,620 $512K
Wesbanco Bank Inc. 0.01% No change 5,543 $505K
Cetera Investment Advisers 0.00% Reduce -6.3% 5,399 $492K
MQS Management LLC 0.29% Reduce -20.4% 5,314 $484K
PNC Financial Services Group, Inc. 0.00% Add +25.9% 5,261 $479K
Claro Advisors Inc. 0.06% Add +0.3% 5,017 $457K
Marks Group Wealth Management, Inc 0.04% No change 5,000 $455K
Van Eck Associates Corp. 0.00% Reduce -90.3% 4,915 $447K
Aigen Investment Management, LP 0.10% New 4,859 $442K
GTS Securities LLC 0.01% Reduce -34.9% 4,790 $436K
Delta Asset Management LLC 0.04% No change 4,758 $433K
Brevan Howard Capital Management LP 0.01% Reduce -25.7% 4,713 $429K
HighTower Advisors, LLC 0.00% Reduce -16.6% 4,703 $428K
Arkadios Wealth Advisors 0.01% Add +2.1% 4,648 $423K
Bank of Montreal 0.00% Add +0.4% 4,543 $414K
Impact Capital Partners LLC 0.12% Add +3.9% 4,441 $404K
Sanctuary Advisors, LLC 0.00% Reduce -33.1% 4,436 $404K
Campbell & CO Investment Adviser LLC 0.02% Reduce -75.1% 4,391 $400K
Bank of Nova Scotia 0.00% New 4,347 $396K
Captrust Financial Advisors 0.00% Add +4.1% 4,346 $396K
NewEdge Advisors, LLC 0.00% Add +324.8% 4,278 $389K
Securian Asset Management, Inc. 0.01% Reduce -4.6% 4,186 $381K
Harbor Capital Advisors, Inc. 0.03% Reduce -3.2% 4,142 $377K
D.A. Davidson & Co. 0.00% Reduce -1.6% 4,072 $371K
Bearing Point Capital, LLC 0.06% New 4,050 $369K
Inceptionr LLC 0.10% New 3,969 $361K
Fifth Third Bancorp 0.00% Reduce -2.9% 3,855 $351K
Cibc World Markets Corp. 0.00% — 3,850 $351K
MAI Capital Management 0.00% Reduce -11.7% 3,813 $347K
Vestcor Inc 0.01% Reduce -54.4% 3,808 $347K
Virtu Financial LLC 0.01% New 3,674 $334K
Commerce Bank 0.00% Reduce -31.2% 3,653 $333K
IFG Advisory, LLC 0.01% Add +24.3% 3,621 $330K
Journey Strategic Wealth LLC 0.01% Add +11.6% 3,593 $327K
Twinbeech Capital LP 0.02% Reduce -93.5% 3,500 $319K
Schonfeld Strategic Advisors LLC 0.00% Reduce -93.0% 3,495 $318K
Hancock Whitney Corp. 0.01% Add +0.1% 3,384 $308K
Westover Capital Advisors, LLC 0.06% Reduce -21.6% 3,380 $308K
Federated Hermes, Inc. 0.00% Reduce -36.5% 3,321 $302K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% New 3,260 $297K
Sterling Capital Management LLC 0.00% Reduce -19.4% 3,219 $293K
Commonwealth Equity Services, LLC 0.00% Add +3.0% 3,197 $291K
State of Wisconsin Investment Board 0.00% Reduce -46.0% 3,177 $289K
Counterpoint Mutual Funds LLC 0.02% New 3,105 $283K
MML Investors Services, LLC 0.00% Add +13.0% 3,098 $282K
Guggenheim Capital LLC 0.00% New 3,073 $280K
Bayforest Capital Ltd 0.21% Reduce -47.8% 3,047 $277K
Corient IA LP 0.26% No change 3,000 $273K
World Investment Advisors 0.00% Reduce -25.7% 2,996 $273K
Snowden Capital Advisors LLC 0.01% Reduce -10.3% 2,963 $270K
Crossmark Global Holdings, Inc. 0.00% No change 2,960 $270K
Apollon Wealth Management, LLC 0.00% Reduce -31.8% 2,902 $264K
Net Worth Advisory Group 0.05% Reduce -22.0% 2,896 $264K
AlphaGrep UK Ltd 0.09% — 2,880 $262K
Truist Financial Corp. 0.00% Reduce -4.3% 2,878 $262K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -14.5% 2,863 $261K
State of Wyoming 0.03% Reduce -72.8% 2,839 $258K
Swiss Life Asset Management Ltd 0.00% No change 2,838 $258K
Evergreen Capital Management LLC 0.01% Reduce -14.5% 2,833 $258K
Bessemer Group Inc. 0.00% Reduce -2.3% 2,805 $256K
Bryn Mawr Trust Advisors, LLC 0.01% Add +18.7% 2,795 $255K
Axq Capital, LP 0.06% New 2,776 $253K
Forum Financial Management, LP 0.00% Reduce -0.0% 2,719 $248K
Tower Research Capital LLC (TRC) 0.01% Reduce -31.8% 2,690 $245K
Vise Technologies, Inc. 0.00% New 2,671 $243K
Highland Capital Management, LLC 0.01% Reduce -3.4% 2,635 $240K
Capstone Investment Advisors, LLC 0.00% New 2,437 $222K
SCS Capital Management LLC 0.00% Add +1.8% 2,395 $218K
Cim, LLC 0.03% Reduce -5.8% 2,356 $214K
Profund Advisors LLC 0.01% Reduce -4.7% 2,312 $211K
Vident Advisory, LLC 0.00% Reduce -16.1% 2,290 $209K
Meritage Portfolio Management 0.01% Reduce -20.7% 2,289 $208K
United Capital Financial Advisors, LLC 0.00% New 2,287 $208K
Well Done, LLC 0.03% No change 2,240 $204K
Tidal Investments LLC 0.00% New 2,232 $203K
Osaic Holdings, Inc. 0.00% Reduce -24.9% 2,093 $191K
Rockefeller Capital Management L.P. 0.00% Add +101.1% 2,063 $188K
Parkside Financial Bank & Trust 0.01% Reduce -0.2% 2,034 $185K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -36.9% 1,958 $178K
Kestra Advisory Services, LLC 0.00% New 1,818 $165K
KBC Group NV 0.00% No change 1,742 $159K
Royal London Asset Management Ltd. 0.00% No change 1,724 $157K
Meeder Asset Management Inc. 0.01% Reduce -56.5% 1,723 $157K
CX Institutional 0.00% Reduce -21.7% 1,638 $149K
Covestor Ltd 0.07% Add +85.4% 1,433 $131K
Duncker Streett & Co. Inc. 0.02% No change 1,406 $128K
Aquatic Capital Management LLC 0.00% Reduce -96.0% 1,365 $124K
Public Employees Retirement System of Ohio 0.00% Reduce -2.8% 1,358 $124K
Global Retirement Partners, LLC 0.00% Add +3090.2% 1,308 $119K
Laurel Wealth Advisors LLC 0.02% New 1,286 $117K
Caitong International Asset Management Co., Ltd 0.03% Add +222.7% 1,210 $110K
Arax Advisory Partners 0.00% Add +24.6% 1,186 $108K
McIlrath & Eck, LLC 0.01% No change 1,142 $104K
Jones Financial Companies LLLP 0.00% Add +17.6% 1,038 $95K
Exchange Traded Concepts, LLC 0.00% New 1,030 $94K
Steward Partners Investment Advisory, LLC 0.00% Reduce -66.1% 1,008 $92K
Huntington National Bank 0.00% Reduce -36.4% 958 $87K
Eurizon Capital SGR S.p.A. 0.00% — 894 $82K
Legacy Trust 0.01% No change 840 $76K
Kohmann Bosshard Financial Services, LLC 0.01% New 798 $73K
Blue Trust, Inc. 0.00% Reduce -4.1% 778 $71K
Colonial Trust Co / SC 0.01% Reduce -6.4% 747 $68K
UMB Bank, n.a. 0.00% Add +244.0% 664 $60K
GAMMA Investing LLC 0.00% Reduce -4.1% 631 $57K
Smartleaf Asset Management LLC 0.00% Reduce -13.2% 606 $56K
Nomura Asset Management Co. Ltd. 0.00% No change 560 $51K
Winnacle Wealth LLC 0.04% Add +0.4% 548 $50K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +23.8% 541 $49K
Versant Capital Management, Inc 0.01% Add +197.2% 526 $48K
Torren Management, LLC 0.02% — 498 $45K
Eagle Bay Advisors LLC 0.03% New 474 $43K
SageView Advisory Group, LLC 0.00% New 452 $41K
Parallel Advisors, LLC 0.00% Add +93.5% 449 $41K
EverSource Wealth Advisors, LLC 0.00% Reduce -10.0% 441 $40K
IFP Advisors, Inc 0.00% Add +84.8% 414 $38K
CIBC Private Wealth Group LLC 0.00% Add +117.4% 413 $38K
Assetmark, Inc. 0.00% Reduce -31.0% 403 $37K
Danske Bank A/S 0.00% Add +300.0% 400 $36K
Signaturefd, LLC 0.00% Add +66.1% 387 $35K
Optiver Holding B.V. 0.00% Reduce -28.6% 385 $35K
City State Bank 0.01% No change 350 $32K
HM Payson & Co. 0.00% No change 318 $29K
Los Angeles Capital Management LLC 0.00% New 262 $24K
Farther Finance Advisors, LLC 0.00% Add +29.4% 260 $24K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 223 $21K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -0.5% 223 $20K
Allworth Financial LP 0.00% Reduce -4.8% 220 $20K
Pinnacle Wealth Planning Services, Inc. 0.00% New 218 $20K
Clearstead Advisors, LLC 0.00% Add +130.8% 210 $19K
Plante Moran Financial Advisors, LLC 0.00% No change 202 $18K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +8.2% 198 $18K
Maseco LLP 0.00% No change 175 $16K
Clearstead Trust, LLC 0.00% Add +405.9% 172 $16K
Root Financial Partners, LLC 0.00% Reduce -14.4% 172 $16K
Kemnay Advisory Services Inc. 0.00% New 170 $15K
Cornerstone Planning Group LLC 0.00% Add +705.6% 145 $15K
Key Financial Inc 0.00% No change 151 $14K
Centerpoint Advisors, LLC 0.00% No change 140 $13K
Elevation Wealth Partners, LLC 0.00% New 118 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -96.4% 112 $10K
Boreal Capital Management LLC 0.01% No change 105 $10K
Creative Financial Designs Inc. 0.00% No change 104 $9K
First Horizon Corp. 0.00% No change 87 $8K
Retirement Wealth Solutions LLC 0.00% No change 84 $8K
Rothschild Investment LLC 0.00% Reduce -48.7% 80 $7K
JFS Wealth Advisors, LLC 0.00% Add +29.0% 80 $7K
Park Place Capital Corp 0.00% No change 73 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Add +46.9% 72 $7K
LRI Investments, LLC 0.00% Reduce -34.5% 55 $5K
Kilter Group LLC 0.00% New 51 $5K
Strengthening Families & Communities, LLC 0.00% New 50 $5K
Farmers & Merchants Investments Inc. 0.00% No change 50 $5K
Frazier Financial Advisors, LLC 0.00% No change 48 $4K
Basepoint Wealth LLC 0.00% New 47 $4K
Transamerica Financial Advisors, LLC 0.00% Reduce -10.6% 42 $4K
Keating Financial Advisory Services, Inc. 0.00% — 41 $4K
Quent Capital, LLC 0.00% Add +208.3% 37 $3K
Strategic Wealth Partners, Ltd. 0.00% Reduce -41.0% 36 $3K
Basecamp Wealth Advisors LLC 0.00% — 34 $3K
Essential Partners LLC 0.00% Reduce -39.2% 31 $3K
True Wealth Design, LLC 0.00% Add +3000.0% 31 $3K
Larson Financial Group LLC 0.00% Add +1450.0% 31 $3K
TD Private Client Wealth LLC 0.00% No change 26 $2K
Addison Advisors LLC 0.00% New 25 $2K
WPG Advisers, LLC 0.00% Reduce -43.9% 23 $2K
Elyxium Wealth, LLC 0.00% New 22 $2K
Grove Bank & Trust 0.00% New 20 $2K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -95.4% 20 $2K
Fortitude Family Office, LLC 0.00% Reduce -18.2% 18 $2K
Rialto Wealth Management, LLC 0.00% Add +260.0% 18 $2K
Bell Investment Advisors, Inc 0.00% Add +28.6% 18 $2K
Quarry LP 0.00% New 17 $2K
NFSG Corp 0.00% No change 15 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -7.1% 13 $1K
Rossby Financial, LCC 0.00% New 11 $1K
Manchester Capital Management LLC 0.00% Add +37.5% 11 $1K
Physician Wealth Advisors, Inc. 0.00% Add +37.5% 11 $1K
Financial Network Wealth Advisors LLC 0.00% No change 10 $911
Signature Equity Partners, LLC 0.00% — 10 $911
Private Wealth Management Group, LLC 0.00% Reduce -72.2% 10 $911
Picton Mahoney Asset Management 0.00% Reduce -100.0% 10 $911
USA Financial Formulas 0.00% New 9 $819
Bogart Wealth, LLC 0.00% No change 9 $819
MidFirst Bank 0.00% — 8 $728
HFM Investment Advisors, LLC 0.00% Add +40.0% 7 $638
SJS Investment Consulting Inc. 0.00% No change 7 $638
Bay Harbor Wealth Management, LLC 0.00% Add +75.0% 7 $637
Thompson Investment Management, Inc. 0.00% No change 6 $546
SouthState Bank Corp 0.00% New 5 $456
Quaker Wealth Management, LLC 0.00% Add +100.0% 4 $365
American Capital Advisory, LLC 0.00% New 3 $274
AdvisorNet Financial, Inc 0.00% New 3 $273
Valued Wealth Advisors LLC 0.00% No change 2 $185
Bruce G. Allen Investments, LLC 0.00% New 2 $182
Dunhill Financial, LLC 0.00% New 1 $111
Private Wealth Asset Management, LLC 0.00% No change 1 $91
Avion Wealth 0.00% New 6 $0

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