Ufp IndustriesUFPI

13F holders, Q1 2026 (March 31)
397holders −15
40new positions
51sold out
7famous investors
$92.04avg. 13F price*

At the end of Q1 2026, 397 institutions reported holding Ufp Industries Inc. (UFPI) in their 13F filings, down 15 from Q4 2025. 40 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($709.4M), Vanguard Portfolio Management LLC ($303.6M) and Kayne Anderson Rudnick Investment Management LLC ($293.6M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ray Dalio (0.0% of Bridgewater Associates'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 2025 → Q1 2026

InstitutionsTotal Value
New Positions40$24.5M
Exits51$32.3M

All 13F filers, Q4 2025 → Q1 2026: 2,801,152 shares bought and 2,191,735 shares sold, net +609,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 397 holders

BlackRock, Inc. 0.01% Add +2.0% 7,701,118 $709.4M
Vanguard Portfolio Management LLC 0.02% — 3,295,387 $303.6M
Kayne Anderson Rudnick Investment Management LLC 0.86% Add +0.5% 3,187,680 $293.6M
Vanguard Capital Management LLC 0.01% — 2,543,167 $234.3M
State Street Corp. 0.01% Add +1.4% 2,154,679 $198.5M
Wasatch Advisors LP 1.25% Add +32.9% 2,037,908 $187.7M
Dimensional Fund Advisors LP 0.04% Add +0.2% 1,912,790 $176.2M
Boston Partners 0.17% Reduce -2.7% 1,803,658 $166.1M
Geode Capital Management, LLC 0.01% Add +1.2% 1,544,052 $142.3M
FMR LLC 0.01% Add +6.4% 1,335,257 $123.0M
Franklin Resources Inc. 0.03% Add +129.6% 1,137,820 $104.8M
Northern Trust Corp. 0.01% Add +0.8% 1,078,445 $99.3M
Allspring Global Investments Holdings, LLC 0.16% Reduce -15.0% 1,060,153 $96.6M
River Road Asset Management, LLC 0.93% Add +1.1% 889,843 $82.0M
T. Rowe Price Investment Management, Inc. 0.05% Add +0.5% 842,208 $77.6M
Royce & Associates LP 0.75% Add +2.2% 824,386 $75.9M
Charles Schwab Investment Management Inc. 0.01% Add +0.8% 811,155 $74.7M
Deprince Race & Zollo Inc. 1.01% Add +27.1% 579,797 $53.4M
Ameriprise Financial Inc. 0.01% Add +44.9% 507,115 $46.7M
AQR Capital Management 0.02% Add +1.0% 478,237 $43.9M
Copeland Capital Management, LLC 0.88% Reduce -1.1% 430,026 $39.6M
Goldman Sachs Group Inc. 0.01% Reduce -4.6% 421,635 $38.8M
Bank of New York Mellon Corp 0.01% Reduce -0.5% 403,272 $37.1M
Raymond James Financial Inc. 0.01% Add +10.2% 383,967 $35.4M
Vanguard Fiduciary Trust Co. 0.01% — 376,471 $34.7M
Gendell Jeffrey L 0.47% Add +10.3% 375,698 $34.6M
Wells Fargo & Company 0.01% Add +3.6% 370,342 $34.1M
Morgan Stanley 0.00% Reduce -5.4% 361,907 $33.3M
D. E. Shaw & Co. 0.03% Reduce -27.9% 335,769 $30.9M
Pictet Asset Management Holding SA 0.03% Reduce -0.9% 308,405 $28.4M
JPMorgan Chase & Co. 0.00% Reduce -25.8% 302,271 $27.2M
Sei Investments Co. 0.02% Add +19.1% 262,394 $24.2M
Russell Investments Group, Ltd. 0.03% Add +38.9% 261,670 $24.1M
Bank of America Corp. 0.00% Reduce -9.7% 255,661 $23.6M
Victory Capital Management Inc. 0.02% Reduce -2.6% 254,834 $23.5M
Barclays PLC 0.01% Reduce -26.2% 234,152 $21.6M
UBS Group AG 0.00% Add +12.5% 224,765 $20.7M
GW&K Investment Management, LLC 0.17% Reduce -1.9% 207,265 $19.1M
Kennedy Capital Management LLC 0.40% Reduce -25.4% 204,204 $18.8M
Rhumbline Advisers 0.02% Add +2.1% 195,809 $18.0M
Invesco Ltd. 0.00% Add +0.4% 153,602 $14.1M
Principal Financial Group Inc. 0.01% Add +3.8% 131,045 $12.1M
Hotchkis & Wiley Capital Management LLC 0.04% Add +24.0% 126,232 $11.6M
Nuveen, LLC 0.00% Add +1.2% 124,374 $11.5M
Alliancebernstein L.P. 0.00% Add +0.6% 119,007 $10.8M
Swiss National Bank 0.01% No change 115,450 $10.6M
Allianz Asset Management GmbH 0.01% Add +26.0% 112,541 $10.4M
Balyasny Asset Management L.P. 0.02% Reduce -48.2% 110,592 $10.2M
California Public Employees Retirement System 0.01% Reduce -1.7% 109,646 $10.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.4% 106,179 $9.8M
Envestnet Asset Management Inc. 0.00% Add +9.0% 105,977 $9.8M
T. Rowe Price Associates Inc. 0.00% Add +22.5% 105,787 $9.7M
Aptus Capital Advisors, LLC 0.08% Add +0.9% 104,557 $9.6M
Mutual of America Capital Management LLC 0.11% Reduce -11.9% 103,138 $9.5M
New York State Common Retirement Fund 0.01% Add +20.2% 102,241 $9.4M
Nordea Investment Management AB 0.01% Reduce -4.9% 94,469 $8.6M
First Trust Advisors LP 0.01% Add +23.1% 87,696 $8.1M
Jane Street Group, LLC 0.01% Reduce -45.7% 86,962 $8.0M
Legal & General Group Plc 0.00% Reduce -13.7% 83,859 $7.7M
Teacher Retirement System of Texas 0.03% Add +2.9% 82,448 $7.6M
Wedge Capital Management L L P 0.13% Add +17.2% 76,939 $7.1M
Alps Advisors Inc. 0.03% Reduce -4.6% 74,626 $6.9M
Retirement Systems of Alabama 0.02% Add +2.1% 71,420 $6.6M
Deutsche Bank AG 0.00% Add +8.3% 71,160 $6.6M
New York State Teachers Retirement System 0.01% Reduce -7.3% 69,294 $6.4M
Lord, Abbett & Co. LLC 0.02% Add +6.3% 68,369 $6.3M
Marshall Wace, LLP 0.01% New 65,935 $6.1M
California State Teachers Retirement System 0.01% Add +18.5% 65,318 $6.0M
Renaissance Technologies 0.01% Reduce -61.5% 63,000 $5.8M
Creative Planning 0.00% Add +4.4% 60,720 $5.6M
Fifth Third Bancorp 0.01% Add +1460.0% 60,136 $5.5M
MetLife Investment Management, LLC 0.03% Reduce -0.1% 59,531 $5.5M
HRT Financial LP 0.01% Reduce -16.6% 58,439 $5.4M
Man Group plc 0.01% Add +9.4% 56,123 $5.2M
Capital Fund Management S.A. 0.05% Reduce -4.4% 55,922 $5.2M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 55,138 $5.1M
Citadel Advisors 0.00% Reduce -4.8% 54,688 $5.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.3% 54,393 $5.0M
Two Sigma Investments, LP 0.00% Reduce -55.7% 53,981 $5.0M
Royal Bank of Canada 0.00% Add +50.2% 52,008 $4.8M
Seizert Capital Partners, LLC 0.22% Add +26.4% 51,634 $4.8M
Focus Partners Wealth 0.01% Add +6.0% 50,523 $4.7M
Narwhal Capital Management 0.34% Add +12.5% 49,721 $4.6M
Citigroup Inc. 0.00% Add +12.8% 49,078 $4.5M
Regions Financial Corp. 0.03% Reduce -0.5% 47,467 $4.4M
Bridgewater Associates 0.02% New 46,984 $4.3M
Prudential Financial Inc. 0.01% Add +17.5% 46,966 $4.3M
Rafferty Asset Management, LLC 0.02% Reduce -15.7% 46,254 $4.3M
Stifel Financial Corp. 0.00% Add +5.6% 46,084 $4.2M
American Century Companies Inc. 0.00% Reduce -2.1% 43,276 $4.0M
BNP Paribas Financial Markets 0.00% Reduce -48.5% 41,781 $3.8M
Holocene Advisors, LP 0.01% Reduce -0.5% 41,512 $3.8M
Wilmington Savings Fund Society, FSB 0.09% Reduce -3.7% 40,839 $3.8M
Nisa Investment Advisors, LLC 0.01% Reduce -16.6% 40,596 $3.7M
B. Metzler seel. Sohn & Co. AG 0.03% Add +32.1% 40,352 $3.7M
Segall Bryant & Hamill, LLC 0.05% Reduce -22.1% 40,194 $3.7M
Callan Family Office, LLC 0.08% Add +47.1% 40,123 $3.7M
Mercer Global Advisors Inc. 0.01% Add +4.0% 39,634 $3.7M
Y-Intercept (Hong Kong) Ltd 0.07% Add +18.9% 38,200 $3.5M
Watchman Group, Inc. 0.85% Add +6.0% 37,944 $3.5M
Lighthouse Investment Partners, LLC 0.13% Add +62.9% 36,282 $3.3M
Vanguard Global Advisers, LLC 0.00% — 36,259 $3.3M
Qube Research & Technologies Ltd 0.00% Add +96.1% 35,780 $3.3M
Bridge City Capital, LLC 0.90% Reduce -0.8% 35,116 $3.2M
Quantinno Capital Management LP 0.01% Add +207.1% 34,990 $3.2M
CANADA LIFE ASSURANCE Co 0.01% Reduce -0.3% 34,825 $3.2M
Johnson Investment Counsel Inc. 0.03% Add +1.1% 33,995 $3.1M
Agf Management Ltd. 0.01% Reduce -0.7% 33,046 $3.0M
KBC Group NV 0.01% Add +1611.4% 29,812 $2.7M
SG Capital Management LLC 0.22% New 29,366 $2.7M
Squarepoint Ops LLC 0.01% Reduce -57.2% 29,194 $2.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +0.9% 27,281 $2.5M
Susquehanna International Group, LLP 0.00% Add +77.5% 26,985 $2.5M
Janus Henderson Group PLC 0.00% No change 26,217 $2.4M
Moran Wealth Management, LLC 0.07% Reduce -50.6% 25,561 $2.4M
Oppenheimer Asset Management Inc. 0.03% Add +58.3% 25,438 $2.3M
Amalgamated Bank 0.02% Add +2.7% 25,183 $2.3M
Palisades Investment Partners, LLC 0.90% Add +6.4% 24,781 $2.3M
Henrickson Nauta Wealth Advisors, Inc. 0.61% Reduce -54.2% 23,518 $2.2M
Gotham Asset Management 0.01% Reduce -12.7% 21,970 $2.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -11.3% 21,550 $2.0M
NewEdge Wealth, LLC 0.02% Add +13.2% 21,147 $1.9M
Vestmark Advisory Solutions, Inc. 0.02% Add +14.6% 21,001 $1.9M
&partners 0.01% Add +65.7% 20,973 $1.9M
Huntington National Bank 0.01% Add +2065.7% 20,747 $1.9M
State of Tennessee, Department of Treasury 0.01% No change 20,709 $1.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +17.2% 20,088 $1.9M
Hantz Financial Services, Inc. 0.03% Add +148.1% 19,612 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,653 $1.7M
Yousif Capital Management, LLC 0.02% Reduce -4.3% 18,645 $1.7M
Great Lakes Advisors, LLC 0.01% Add +0.0% 18,531 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -81.7% 17,591 $1.6M
NorthCrest Asset Manangement, LLC 0.05% Reduce -2.7% 17,294 $1.6M
Louisiana State Employees Retirement System 0.03% Add +5.0% 16,900 $1.6M
Flagship Capital Management Inc. 1.13% Reduce -2.3% 16,637 $1.5M
LPL Financial LLC 0.00% Reduce -5.8% 16,453 $1.5M
KLP Kapitalforvaltning As 0.01% Reduce -15.5% 16,300 $1.5M
Arizona State Retirement System 0.01% Reduce -2.1% 16,002 $1.5M
Prescott Group Capital Management, L.L.C. 0.15% No change 16,000 $1.5M
STRS Ohio 0.01% Add +7.5% 15,800 $1.5M
Police & Firemen's Retirement System of New Jersey 0.01% Add +2.5% 15,756 $1.5M
XTX Topco Ltd 0.02% New 15,437 $1.4M
Ameritas Investment Partners, Inc. 0.04% No change 15,401 $1.4M
CHICAGO TRUST Co NA 0.23% Reduce -0.7% 15,301 $1.4M
Massachusetts Financial Services Co. 0.00% Add +8.5% 15,290 $1.4M
State Board of Administration of Florida Retirement System 0.00% No change 15,240 $1.4M
Quadrature Capital Ltd 0.02% New 14,976 $1.4M
Ironwood Investment Management LLC 0.57% Add +0.2% 14,725 $1.4M
SG Americas Securities, LLC 0.00% Reduce -31.6% 14,698 $1.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Add +0.1% 14,597 $1.3M
Vanguard Investments Australia, Ltd. 0.00% — 14,550 $1.3M
Handelsbanken Fonder AB 0.00% No change 14,095 $1.3M
Atria Investments, Inc 0.01% Add +8.6% 14,010 $1.3M
State of Michigan Retirement System 0.01% Add +1.4% 14,000 $1.3M
Caisse de depot et placement du Quebec 0.00% New 13,858 $1.3M
Intech Investment Management LLC 0.01% Reduce -42.1% 13,445 $1.2M
Thrivent Financial for Lutherans 0.00% Add +0.1% 13,126 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.02% Add +0.1% 13,051 $1.2M
Confluence Investment Management LLC 0.02% Reduce -17.9% 12,900 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +81.3% 30,186 $1.2M
Illinois Municipal Retirement Fund 0.01% Reduce -17.0% 12,642 $1.2M
New Mexico Educational Retirement Board 0.04% No change 12,600 $1.2M
South Dakota Investment Council 0.02% No change 12,575 $1.2M
Covalent Partners LLC 9.77% Reduce -25.0% 12,000 $1.1M
Oregon Public Employees Retirement Fund 0.01% Add +2.9% 11,997 $1.1M
Horizon Investments, LLC 0.01% Reduce -4.0% 11,813 $1.1M
Cascade Investment Advisors, Inc. 0.63% Add +0.1% 11,614 $1.1M
Freestone Grove Partners LP 0.01% Reduce -10.9% 11,598 $1.1M
Assenagon Asset Management S.A. 0.00% New 11,438 $1.1M
Millennium Management 0.00% Reduce -95.9% 11,368 $1.0M
QRG Capital Management, Inc. 0.01% Add +20.2% 11,285 $1.0M
Neuberger Berman Group LLC 0.00% Add +0.2% 11,196 $1.0M
Blair William & Co. 0.00% Add +1.1% 11,182 $1.0M
Dark Forest Capital Management LP 0.09% Reduce -43.7% 11,107 $1.0M
Ensign Peak Advisors, Inc 0.00% Reduce -49.7% 10,803 $995K
ProShare Advisors LLC 0.00% Reduce -17.0% 10,771 $992K
Cwm, LLC 0.00% Reduce -0.5% 10,543 $971K
Natixis Advisors, LLC 0.00% New 10,216 $941K
O'shaughnessy Asset Management, LLC 0.00% Add +4.5% 9,953 $917K
Cerity Partners LLC 0.00% Add +37.2% 9,751 $898K
Voya Investment Management LLC 0.00% Reduce -3.9% 9,737 $897K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -7.6% 9,720 $895K
Ausbil Investment Management Ltd 0.44% Add +43.6% 9,627 $877K
SkyView Investment Advisors, LLC 0.12% Add +1.9% 9,304 $857K
Cambient Family Office, LLC 0.12% No change 9,273 $854K
Tower Research Capital LLC (TRC) 0.02% Add +237.2% 9,070 $836K
Allstate Corp. 0.01% New 8,695 $801K
Vestcor Inc 0.02% Add +124.5% 8,547 $787K
Xponance LLC 0.01% Add +16.6% 8,276 $762K
Unison Advisors LLC 0.06% No change 8,052 $742K
Pathstone Holdings, LLC 0.00% Add +6.3% 8,021 $739K
Edgestream Partners, L.P. 0.02% New 7,736 $713K
MQS Management LLC 0.47% Add +40.6% 7,473 $688K
M&T Bank Corp 0.00% Reduce -0.5% 7,197 $663K
K.J. Harrison & Partners Inc 0.11% Reduce -41.7% 7,000 $645K
Modera Wealth Management, LLC 0.01% Reduce -26.6% 6,989 $644K
Van Eck Associates Corp. 0.00% Add +39.7% 6,868 $633K
Curated Wealth Partners LLC 0.08% Add +6.8% 6,861 $632K
Pinnacle Financial Partners, Inc. 0.00% Add +0.2% 6,837 $630K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -7.6% 6,714 $618K
Pacer Advisors, Inc. 0.00% Reduce -3.7% 6,714 $618K
HighTower Advisors, LLC 0.00% Add +39.5% 6,561 $604K
Cresset Asset Management, LLC 0.00% Add +0.5% 6,557 $604K
OneDigital Investment Advisors LLC 0.01% Reduce -6.6% 6,462 $595K
Public Employees Retirement Association of Colorado 0.00% No change 6,242 $575K
Hardy Reed LLC 0.04% No change 6,203 $571K
Bokf, NA 0.01% Reduce -9.1% 6,180 $569K
Empowered Funds, LLC 0.00% New 6,164 $568K
D.A. Davidson & Co. 0.00% Add +49.4% 6,082 $560K
Harbor Capital Advisors, Inc. 0.04% Add +44.1% 5,967 $550K
Inspire Advisors, LLC 0.04% Reduce -1.5% 5,903 $544K
State of Alaska, Department of Revenue 0.01% Add +0.7% 5,864 $540K
Corient Private Wealth LP 0.00% Reduce -35.4% 5,845 $538K
US Bancorp \de 0.00% Add +1.3% 5,693 $524K
State of Wisconsin Investment Board 0.00% Add +78.4% 5,668 $522K
PNC Financial Services Group, Inc. 0.00% Add +7.6% 5,660 $521K
Legato Capital Management LLC 0.05% Reduce -58.4% 5,596 $516K
Cetera Investment Advisers 0.00% Add +3.6% 5,593 $515K
Wesbanco Bank Inc. 0.01% No change 5,543 $511K
Impact Capital Partners LLC 0.15% Add +18.9% 5,282 $487K
Claro Advisors Inc. 0.06% Add +1.5% 5,094 $469K
Engineers Gate Manager LP 0.01% Reduce -87.5% 5,061 $466K
Marks Group Wealth Management, Inc 0.04% No change 5,000 $461K
NewEdge Advisors, LLC 0.00% Add +16.5% 4,984 $459K
Bank of Montreal 0.00% Add +7.8% 4,899 $451K
Delta Asset Management LLC 0.04% No change 4,758 $438K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -50.2% 4,729 $436K
Axq Capital, LP 0.06% Add +69.2% 4,698 $433K
Arkadios Wealth Advisors 0.01% Reduce -0.3% 4,636 $427K
Federated Hermes, Inc. 0.00% Add +39.5% 4,631 $427K
Mackenzie Financial Corp. 0.00% Reduce -44.6% 4,577 $422K
Dynamic Technology Lab Private Ltd 0.07% New 4,519 $416K
Securian Asset Management, Inc. 0.02% Add +2.6% 4,294 $396K
Apollon Wealth Management, LLC 0.01% Add +44.7% 4,200 $387K
Guggenheim Capital LLC 0.00% Add +33.3% 4,096 $377K
MAI Capital Management 0.00% Add +6.8% 4,073 $375K
Net Worth Advisory Group 0.08% Add +40.5% 4,069 $375K
Bearing Point Capital, LLC 0.06% No change 4,050 $373K
Bank of Nova Scotia 0.00% Reduce -8.2% 3,989 $367K
Highland Capital Management, LLC 0.02% Add +46.1% 3,849 $355K
DNB Asset Management AS 0.00% New 3,847 $354K
Brooklyn Investment Group 0.01% New 3,773 $348K
Captrust Financial Advisors 0.00% Reduce -13.5% 3,759 $346K
Swiss Life Asset Management Ltd 0.00% Add +30.7% 3,710 $342K
Amundi 0.00% Reduce -66.6% 3,664 $338K
Jones Financial Companies LLLP 0.00% Add +261.6% 3,753 $337K
Journey Strategic Wealth LLC 0.01% Add +1.0% 3,628 $334K
Mirabella Financial Services LLP 0.03% New 3,459 $319K
Centiva Capital, LP 0.01% New 3,392 $312K
Westover Capital Advisors, LLC 0.06% No change 3,380 $311K
Rockefeller Capital Management L.P. 0.00% Add +60.7% 3,315 $305K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% No change 3,260 $300K
Hancock Whitney Corp. 0.01% Reduce -1.1% 3,345 $299K
Commonwealth Equity Services, LLC 0.00% Add +1.6% 3,247 $299K
World Investment Advisors 0.00% Add +5.8% 3,171 $292K
Commerce Bank 0.00% Reduce -13.4% 3,163 $291K
CIBC Bancorp USA Inc. 0.00% — 3,141 $289K
MML Investors Services, LLC 0.00% Add +0.7% 3,119 $287K
Osaic Holdings, Inc. 0.00% Add +46.5% 3,066 $282K
Mariner, LLC 0.00% New 3,066 $282K
Truist Financial Corp. 0.00% Add +6.0% 3,050 $281K
Sanctuary Advisors, LLC 0.00% Reduce -31.5% 3,040 $280K
Evergreen Capital Management LLC 0.01% Add +6.7% 3,024 $279K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% New 3,023 $278K
Crossmark Global Holdings, Inc. 0.00% Reduce -1.7% 2,911 $268K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.1% 2,797 $258K
Bessemer Group Inc. 0.00% Reduce -1.7% 2,757 $254K
iSAM Funds (UK) Ltd 0.12% Reduce -80.3% 2,695 $248K
Fifth Third Wealth Advisors LLC 0.01% New 2,644 $244K
Vise Technologies, Inc. 0.00% No change 2,671 $243K
Sequoia Financial Advisors, LLC 0.00% Reduce -57.6% 2,521 $232K
Integrated Wealth Concepts LLC 0.00% New 2,492 $230K
Corient IA LP 0.21% Reduce -19.3% 2,420 $223K
Snowden Capital Advisors LLC 0.01% Reduce -18.8% 2,407 $222K
SCS Capital Management LLC 0.00% Reduce -1.8% 2,352 $217K
Jump Financial, LLC 0.00% Reduce -91.3% 2,311 $213K
State of Wyoming 0.02% Reduce -19.7% 2,279 $210K
Caxton Associates LLP 0.00% New 2,243 $207K
Well Done, LLC 0.03% No change 2,240 $206K
Parkside Financial Bank & Trust 0.01% Add +2.8% 2,090 $193K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +6.2% 2,080 $192K
Quadrant Capital Group LLC 0.01% Reduce -65.8% 2,079 $192K
Sterling Capital Management LLC 0.00% Reduce -42.5% 1,850 $170K
Meeder Asset Management Inc. 0.01% No change 1,723 $159K
GAMMA Investing LLC 0.01% Add +133.4% 1,473 $136K
CX Institutional 0.00% Reduce -11.8% 1,444 $133K
Duncker Streett & Co. Inc. 0.02% No change 1,406 $130K
Public Employees Retirement System of Ohio 0.00% Add +3.5% 1,406 $130K
Exchange Traded Concepts, LLC 0.00% Add +19.6% 1,232 $113K
McIlrath & Eck, LLC 0.01% No change 1,142 $105K
Eurizon Capital SGR S.p.A. 0.00% Add +18.3% 1,058 $96K
Steward Partners Investment Advisory, LLC 0.00% Add +1.0% 1,018 $94K
Picton Mahoney Asset Management 0.00% Add +10070.0% 1,017 $94K
Versant Capital Management, Inc 0.01% Add +92.2% 1,011 $93K
UMB Bank, n.a. 0.00% Add +51.2% 1,004 $92K
Nomura Asset Management Co. Ltd. 0.00% Add +64.3% 920 $85K
Covestor Ltd 0.06% Reduce -38.9% 876 $81K
Legacy Trust 0.01% No change 840 $77K
Arax Advisory Partners 0.00% Reduce -27.2% 863 $76K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +33.5% 722 $67K
Bayforest Capital Ltd 0.07% Reduce -76.6% 712 $66K
Blue Trust, Inc. 0.00% Reduce -24.7% 586 $54K
Loomis Sayles & Co. L P 0.00% Reduce -93.1% 583 $54K
Parallel Advisors, LLC 0.00% Add +20.3% 540 $50K
Smartleaf Asset Management LLC 0.00% Reduce -15.5% 512 $46K
Natixis 0.00% Reduce -96.9% 449 $41K
Cassaday & Co Wealth Management LLC 0.00% New 429 $40K
EverSource Wealth Advisors, LLC 0.00% Reduce -4.1% 423 $39K
Assetmark, Inc. 0.00% Add +4.0% 419 $39K
Arlington Trust Co LLC 0.00% New 363 $33K
IFP Advisors, Inc 0.00% Reduce -12.3% 363 $33K
Signaturefd, LLC 0.00% Reduce -7.5% 358 $33K
City State Bank 0.01% No change 350 $32K
Advisory Services Network, LLC 0.00% New 347 $32K
Kemnay Advisory Services Inc. 0.00% Add +94.7% 331 $30K
Root Financial Partners, LLC 0.00% Add +86.0% 320 $29K
IAG Wealth Partners, LLC 0.00% New 300 $28K
Harbour Investments, Inc. 0.00% New 300 $28K
Farther Finance Advisors, LLC 0.00% Add +10.4% 287 $26K
Colonial Trust Co / SC 0.00% Reduce -63.0% 276 $25K
Allworth Financial LP 0.00% Add +19.6% 263 $24K
Los Angeles Capital Management LLC 0.00% No change 262 $24K
Optiver Holding B.V. 0.00% Reduce -34.8% 251 $23K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 223 $21K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 218 $20K
Plante Moran Financial Advisors, LLC 0.00% No change 202 $19K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Reduce -7.1% 184 $17K
Key Financial Inc 0.00% No change 151 $14K
Founders Capital Management 0.01% New 150 $14K
Centerpoint Advisors, LLC 0.00% No change 140 $13K
Cornerstone Planning Group LLC 0.00% Add +0.7% 146 $12K
USA Financial Formulas 0.00% Add +1300.0% 126 $12K
Clearstead Trust, LLC 0.00% Reduce -32.0% 117 $11K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 112 $10K
Boreal Capital Management LLC 0.01% No change 105 $10K
Kilter Group LLC 0.00% Add +103.9% 104 $10K
Creative Financial Designs Inc. 0.00% No change 104 $10K
Atlantic Union Bankshares Corp 0.00% New 100 $9K
CVA Family Office, LLC 0.00% New 95 $9K
Rothschild Investment LLC 0.00% Add +10.0% 88 $8K
First Horizon Corp. 0.00% No change 87 $8K
Torren Management, LLC 0.00% Reduce -84.5% 77 $7K
Park Place Capital Corp 0.00% No change 73 $7K
MassMutual Private Wealth & Trust, FSB 0.00% No change 72 $7K
LRI Investments, LLC 0.00% Add +25.4% 69 $6K
Transamerica Financial Advisors, LLC 0.00% Add +54.8% 65 $6K
Retirement Wealth Solutions LLC 0.00% Reduce -23.8% 64 $6K
Mather Group, Llc. 0.00% New 58 $5K
Fortitude Family Office, LLC 0.00% Add +200.0% 54 $5K
Strengthening Families & Communities, LLC 0.00% No change 50 $5K
Farmers & Merchants Investments Inc. 0.00% No change 50 $5K
Frazier Financial Advisors, LLC 0.00% No change 48 $4K
Larson Financial Group LLC 0.00% Add +54.8% 48 $4K
Basepoint Wealth LLC 0.00% No change 47 $4K
Zions Bancorporation, National Association 0.00% New 46 $4K
Quent Capital, LLC 0.00% Add +24.3% 46 $4K
JNBA Financial Advisors 0.00% New 42 $4K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -81.6% 41 $4K
Rossby Financial, LCC 0.00% Add +263.6% 40 $4K
Strategic Wealth Partners, Ltd. 0.00% No change 36 $3K
JFS Wealth Advisors, LLC 0.00% Reduce -57.5% 34 $3K
Basecamp Wealth Advisors LLC 0.00% No change 34 $3K
Physician Wealth Advisors, Inc. 0.00% Add +181.8% 31 $3K
TD Private Client Wealth LLC 0.00% No change 26 $2K
Keating Financial Advisory Services, Inc. 0.00% Reduce -46.3% 22 $2K
Rialto Wealth Management, LLC 0.00% Add +16.7% 21 $2K
Clearstead Advisors, LLC 0.00% Reduce -90.5% 20 $2K
WPG Advisers, LLC 0.00% Reduce -13.0% 20 $2K
Grove Bank & Trust 0.00% No change 20 $2K
Sachetta, LLC 0.00% New 19 $2K
Whipplewood Advisors, LLC 0.00% New 14 $1K
DiNuzzo Private Wealth, Inc. 0.00% No change 13 $1K
Manchester Capital Management LLC 0.00% No change 11 $1K
Private Wealth Management Group, LLC 0.00% No change 10 $922
SJS Investment Consulting Inc. 0.00% Add +42.9% 10 $922
Signature Equity Partners, LLC 0.00% No change 10 $921
Bay Harbor Wealth Management, LLC 0.00% Add +42.9% 10 $921
Quaker Wealth Management, LLC 0.00% Add +125.0% 9 $830
Bogart Wealth, LLC 0.00% No change 9 $829
MidFirst Bank 0.00% No change 8 $737
Investors Portfolio Services LLC 0.00% New 8 $650
Bell Investment Advisors, Inc 0.00% Reduce -61.1% 7 $645
Godfrey Financial Associates, Inc. 0.00% New 6 $553
Principia Wealth Advisory, LLC 0.00% New 6 $553
Thompson Investment Management, Inc. 0.00% No change 6 $553
HFM Investment Advisors, LLC 0.00% Reduce -28.6% 5 $461
AdvisorNet Financial, Inc 0.00% Add +66.7% 5 $461
Essential Partners LLC 0.00% Reduce -87.1% 4 $368
American Capital Advisory, LLC 0.00% No change 3 $277
Vermillion Wealth Management, Inc. 0.00% New 3 $276
Northwestern Mutual Wealth Management Co. 0.00% Reduce -85.0% 3 $276
Valued Wealth Advisors LLC 0.00% No change 2 $188
Bruce G. Allen Investments, LLC 0.00% No change 2 $184
Curio Wealth, LLC 0.00% New 2 $184
Dunhill Financial, LLC 0.00% No change 1 $112
GHP Investment Advisors, Inc. 0.00% New 1 $93
Avion Wealth 0.00% No change 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.