Ufp IndustriesUFPI

13F holders, Q2 2026 (June 30)
386holders −11
39new positions
49sold out
8famous investors
$90.68avg. 13F price*

At the end of Q2 2026, 386 institutions reported holding Ufp Industries Inc. (UFPI) in their 13F filings, down 11 from Q1 2026. 39 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($688.1M), Vanguard Portfolio Management LLC ($303.2M) and Kayne Anderson Rudnick Investment Management LLC ($271.3M). 8 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions39$31.0M
Exits49$55.7M

All 13F filers, Q1 2026 → Q2 2026: 3,009,207 shares bought and 3,014,445 shares sold, net −5,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 386 holders

BlackRock, Inc. 0.01% Reduce -1.5% 7,582,797 $688.1M
Vanguard Portfolio Management LLC 0.01% Add +1.4% 3,341,840 $303.2M
Kayne Anderson Rudnick Investment Management LLC 0.84% Reduce -6.2% 2,989,380 $271.3M
Vanguard Capital Management LLC 0.00% Reduce -0.1% 2,540,879 $230.6M
State Street Corp. 0.01% Add +1.7% 2,191,851 $198.9M
Dimensional Fund Advisors LP 0.03% Add +8.3% 2,071,608 $188.0M
Boston Partners 0.15% Add +1.6% 1,831,941 $166.2M
Geode Capital Management, LLC 0.01% Add +3.1% 1,591,284 $144.4M
FMR LLC 0.01% Add +12.7% 1,505,294 $136.6M
Wasatch Advisors LP 0.83% Reduce -31.6% 1,394,340 $126.5M
Northern Trust Corp. 0.01% Add +4.0% 1,121,718 $101.8M
Allspring Global Investments Holdings, LLC 0.15% Add +0.7% 1,067,123 $95.1M
River Road Asset Management, LLC 0.90% Reduce -0.1% 889,187 $80.7M
Royce & Associates LP 0.60% Reduce -0.1% 823,589 $74.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -1.9% 795,640 $72.2M
Gendell Jeffrey L 0.62% Add +100.0% 751,340 $68.2M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -16.9% 699,924 $63.5M
Franklin Resources Inc. 0.01% Reduce -39.2% 691,735 $62.8M
Norges Bank 0.01% — 639,521 $58.0M
Deprince Race & Zollo Inc. 0.94% Add +6.0% 614,335 $55.7M
Morgan Stanley 0.00% Add +65.6% 599,460 $54.4M
Copeland Capital Management, LLC 1.08% Add +34.5% 578,310 $52.5M
Goldman Sachs Group Inc. 0.01% Add +30.1% 548,554 $49.8M
Wells Fargo & Company 0.01% Add +23.6% 457,779 $41.5M
Ameriprise Financial Inc. 0.01% Reduce -11.9% 446,926 $40.6M
AQR Capital Management 0.01% Reduce -7.5% 442,597 $40.2M
Bank of New York Mellon Corp 0.01% Reduce -6.9% 375,432 $34.1M
Vanguard Fiduciary Trust Co. 0.01% Reduce -0.5% 374,588 $34.0M
Raymond James Financial Inc. 0.01% Reduce -7.4% 355,449 $32.3M
UBS Group AG 0.00% Add +51.5% 340,564 $30.9M
JPMorgan Chase & Co. 0.00% Reduce -1.6% 297,540 $27.4M
D. E. Shaw & Co. 0.02% Reduce -11.3% 297,886 $27.0M
Pictet Asset Management Holding SA 0.03% Reduce -5.1% 292,579 $26.5M
Bank of America Corp. 0.00% Add +10.1% 281,345 $25.5M
Two Sigma Investments, LP 0.02% Add +378.6% 258,326 $23.4M
Victory Capital Management Inc. 0.01% Reduce -3.2% 246,674 $22.4M
Sei Investments Co. 0.02% Reduce -11.3% 232,613 $21.1M
Russell Investments Group, Ltd. 0.02% Reduce -13.8% 225,430 $20.5M
Qube Research & Technologies Ltd 0.02% Add +502.4% 215,537 $19.6M
GW&K Investment Management, LLC 0.15% Reduce -1.2% 204,749 $18.6M
Rhumbline Advisers 0.01% Add +0.3% 196,394 $17.8M
Kennedy Capital Management LLC 0.32% Reduce -4.0% 196,094 $17.8M
Hotchkis & Wiley Capital Management LLC 0.04% Add +33.5% 168,562 $15.3M
Invesco Ltd. 0.00% Add +4.1% 159,878 $14.5M
Nuveen, LLC 0.00% Add +8.8% 135,335 $12.3M
Principal Financial Group Inc. 0.01% Reduce -1.7% 128,836 $11.7M
T. Rowe Price Associates Inc. 0.00% Add +15.6% 122,256 $11.1M
Envestnet Asset Management Inc. 0.00% Add +14.9% 121,751 $11.0M
Allianz Asset Management GmbH 0.01% Add +4.9% 118,087 $10.7M
New York State Common Retirement Fund 0.01% Add +14.0% 116,533 $10.6M
Swiss National Bank 0.01% Reduce -1.3% 113,950 $10.3M
Alliancebernstein L.P. 0.00% Reduce -6.8% 110,935 $10.2M
California Public Employees Retirement System 0.01% Add +1.0% 110,726 $10.0M
Citadel Advisors 0.01% Add +93.4% 105,786 $9.6M
Barclays PLC 0.00% Reduce -55.0% 105,390 $9.6M
Public Sector Pension Investment Board 0.02% New 98,839 $9.0M
Mutual of America Capital Management LLC 0.09% Reduce -6.0% 96,966 $8.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -10.1% 95,451 $8.7M
Nordea Investment Management AB 0.01% Reduce -3.4% 91,272 $8.3M
Balyasny Asset Management L.P. 0.01% Reduce -23.5% 84,622 $7.7M
Legal & General Group Plc 0.00% Add +0.3% 84,113 $7.6M
American Century Companies Inc. 0.00% Add +92.9% 83,492 $7.6M
BNP Paribas Financial Markets 0.00% Add +98.7% 83,001 $7.5M
Squarepoint Ops LLC 0.01% Add +182.1% 82,360 $7.5M
Wedge Capital Management L L P 0.12% Add +5.4% 81,104 $7.4M
Citigroup Inc. 0.00% Add +65.2% 81,061 $7.4M
Teacher Retirement System of Texas 0.02% Reduce -2.3% 80,574 $7.3M
Alps Advisors Inc. 0.03% Add +3.0% 76,859 $7.0M
Creative Planning 0.00% Add +23.8% 75,161 $6.8M
ExodusPoint Capital Management, LP 0.06% New 74,882 $6.8M
First Trust Advisors LP 0.00% Reduce -16.0% 73,685 $6.7M
Capital Fund Management S.A. 0.05% Add +26.3% 70,628 $6.4M
California State Teachers Retirement System 0.01% Add +0.1% 65,381 $5.9M
Deutsche Bank AG 0.00% Reduce -13.6% 61,478 $5.6M
Renaissance Technologies 0.01% Reduce -4.0% 60,500 $5.5M
MetLife Investment Management, LLC 0.02% Add +0.1% 59,618 $5.4M
Holocene Advisors, LP 0.01% Add +42.2% 59,030 $5.4M
Retirement Systems of Alabama 0.02% Reduce -18.2% 58,416 $5.3M
Royal Bank of Canada 0.00% Add +11.3% 57,864 $5.3M
Fifth Third Bancorp 0.01% Reduce -4.2% 57,640 $5.2M
Prudential Financial Inc. 0.01% Add +17.1% 54,986 $5.0M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Reduce -0.7% 54,729 $5.0M
Rafferty Asset Management, LLC 0.01% Add +17.4% 54,324 $4.9M
Manufacturers Life Insurance Company, The 0.00% Reduce -2.9% 52,836 $4.8M
Quantinno Capital Management LP 0.01% Add +48.3% 51,886 $4.7M
Great Lakes Advisors, LLC 0.04% Add +173.4% 50,668 $4.6M
New York State Teachers Retirement System 0.01% Reduce -30.3% 48,279 $4.4M
Narwhal Capital Management 0.30% Reduce -5.1% 47,190 $4.3M
Focus Partners Wealth 0.00% Reduce -8.9% 46,038 $4.2M
Stifel Financial Corp. 0.00% Reduce -4.7% 43,911 $4.0M
Regions Financial Corp. 0.02% Reduce -9.9% 42,758 $3.9M
Denali Advisors LLC 0.38% New 41,878 $3.8M
Man Group plc 0.01% Reduce -26.4% 41,277 $3.7M
Watchman Group, Inc. 0.83% Add +7.7% 40,846 $3.7M
Segall Bryant & Hamill, LLC 0.04% Add +0.4% 40,344 $3.7M
Callan Family Office, LLC 0.07% Reduce -0.2% 40,056 $3.6M
Wilmington Savings Fund Society, FSB 0.08% Reduce -3.1% 39,562 $3.6M
Nisa Investment Advisors, LLC 0.01% Reduce -3.0% 39,387 $3.6M
Mercer Global Advisors Inc. 0.00% Reduce -10.6% 35,437 $3.2M
Vanguard Global Advisers, LLC 0.00% Reduce -4.2% 34,735 $3.2M
Bridge City Capital, LLC 0.71% Reduce -1.9% 34,440 $3.1M
CANADA LIFE ASSURANCE Co 0.01% Reduce -1.5% 34,300 $3.1M
Johnson Investment Counsel Inc. 0.02% Add +0.1% 34,035 $3.1M
O'shaughnessy Asset Management, LLC 0.01% Add +224.5% 32,294 $2.9M
B. Metzler seel. Sohn & Co. AG 0.02% Reduce -21.5% 31,684 $2.9M
KBC Group NV 0.01% No change 29,812 $2.7M
SG Capital Management LLC 0.22% Reduce -7.9% 27,040 $2.5M
Freestone Grove Partners LP 0.02% Add +132.1% 26,923 $2.4M
Jupiter Topco LLC 0.00% — 26,270 $2.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.7% 26,280 $2.4M
Henrickson Nauta Wealth Advisors, Inc. 0.57% Add +10.6% 26,001 $2.4M
Palisades Investment Partners, LLC 0.65% Add +1.9% 25,242 $2.3M
Bridgewater Associates 0.01% Reduce -48.7% 24,095 $2.2M
Amalgamated Bank 0.02% Reduce -4.7% 24,003 $2.2M
Moran Wealth Management, LLC 0.06% Reduce -8.2% 23,470 $2.1M
Susquehanna International Group, LLP 0.00% Reduce -17.6% 22,240 $2.0M
&partners 0.01% Add +4.2% 21,846 $2.0M
NewEdge Wealth, LLC 0.02% Add +0.0% 21,149 $1.9M
Vestmark Advisory Solutions, Inc. 0.02% Add +0.0% 21,004 $1.9M
Huntington National Bank 0.01% Add +0.0% 20,751 $1.9M
State of Tennessee, Department of Treasury 0.01% Reduce -1.8% 20,343 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -6.0% 20,261 $1.8M
Gotham Asset Management 0.00% Reduce -8.4% 20,115 $1.8M
Teachers Retirement System of the State of Kentucky 0.01% No change 18,653 $1.7M
XTX Topco Ltd 0.02% Add +20.5% 18,597 $1.7M
STRS Ohio 0.01% Add +16.5% 18,400 $1.7M
RBF Capital, LLC 0.07% New 18,096 $1.6M
Illinois Municipal Retirement Fund 0.02% Add +36.4% 17,245 $1.6M
Yousif Capital Management, LLC 0.02% Reduce -7.8% 17,182 $1.6M
Cascade Investment Advisors, Inc. 0.84% Add +46.1% 16,969 $1.5M
Police & Firemen's Retirement System of New Jersey 0.01% Add +7.3% 16,904 $1.5M
Flagship Capital Management Inc. 0.95% Reduce -0.4% 16,567 $1.5M
Louisiana State Employees Retirement System 0.02% Reduce -2.4% 16,500 $1.5M
Oppenheimer Asset Management Inc. 0.02% Reduce -35.6% 16,369 $1.5M
KLP Kapitalforvaltning As 0.00% No change 16,300 $1.5M
Confluence Investment Management LLC 0.02% Add +26.0% 16,254 $1.5M
NorthCrest Asset Manangement, LLC 0.04% Add +1.8% 17,602 $1.5M
Prescott Group Capital Management, L.L.C. 0.13% No change 16,000 $1.5M
Massachusetts Financial Services Co. 0.00% Add +3.9% 15,885 $1.4M
Arizona State Retirement System 0.01% Reduce -2.1% 15,673 $1.4M
Ameritas Investment Partners, Inc. 0.04% Add +1.3% 15,595 $1.4M
CHICAGO TRUST Co NA 0.20% No change 15,301 $1.4M
State Board of Administration of Florida Retirement System 0.00% No change 15,240 $1.4M
SG Americas Securities, LLC 0.00% Add +3.2% 15,170 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -24.8% 15,111 $1.4M
Ironwood Investment Management LLC 0.46% Reduce -0.0% 14,724 $1.3M
Verition Fund Management LLC 0.01% New 14,689 $1.3M
Vanguard Investments Australia, Ltd. 0.00% No change 14,550 $1.3M
LPL Financial LLC 0.00% Reduce -13.1% 14,299 $1.3M
Handelsbanken Fonder AB 0.00% No change 14,095 $1.3M
Occudo Quantitative Strategies LP 0.07% New 13,590 $1.2M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.01% Reduce -7.4% 13,521 $1.2M
State of Michigan Retirement System 0.01% Reduce -5.7% 13,200 $1.2M
South Dakota Investment Council 0.02% Add +2.4% 12,875 $1.2M
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -2.6% 12,705 $1.2M
New Mexico Educational Retirement Board 0.03% No change 12,600 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -4.5% 12,542 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.0% 30,175 $1.1M
Hantz Financial Services, Inc. 0.01% Reduce -39.4% 11,879 $1.1M
SummitTX Capital, L.P. 0.03% New 11,763 $1.1M
Oregon Public Employees Retirement Fund 0.01% Reduce -2.5% 11,697 $1.1M
Blair William & Co. 0.00% Add +0.9% 11,279 $1.0M
QRG Capital Management, Inc. 0.01% Reduce -2.5% 11,005 $999K
Voya Investment Management LLC 0.00% Add +9.7% 10,683 $969K
Intech Investment Management LLC 0.01% Reduce -20.8% 10,652 $967K
Steward Partners Investment Advisory, LLC 0.00% Add +934.6% 10,532 $956K
Neuberger Berman Group LLC 0.00% Reduce -6.8% 10,433 $947K
IFG Advisory, LLC 0.03% New 10,337 $938K
Bokf, NA 0.01% Add +63.5% 10,101 $917K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +0.3% 9,744 $884K
ProShare Advisors LLC 0.00% Reduce -9.7% 9,731 $883K
Caxton Associates LLP 0.02% Add +324.3% 9,516 $863K
Aquatic Capital Management LLC 0.03% New 9,402 $853K
Cambient Family Office, LLC 0.10% Reduce -0.2% 9,258 $840K
Empowered Funds, LLC 0.00% Add +46.1% 9,006 $817K
Harbor Capital Advisors, Inc. 0.05% Add +46.1% 8,721 $791K
OneDigital Investment Advisors LLC 0.01% Add +32.9% 8,590 $779K
Pacer Advisors, Inc. 0.00% Add +27.0% 8,527 $774K
Xponance LLC 0.00% Add +1.7% 8,419 $764K
Unison Advisors LLC 0.05% Add +0.4% 8,081 $733K
Atria Investments, Inc 0.01% Reduce -42.8% 8,011 $727K
State of Wisconsin Investment Board 0.00% Add +34.2% 7,604 $690K
Millennium Management 0.00% Reduce -33.2% 7,596 $689K
Schonfeld Strategic Advisors LLC 0.00% New 7,191 $653K
M&T Bank Corp 0.00% Reduce -0.3% 7,179 $652K
Corient Private Wealth LP 0.00% Add +22.9% 7,181 $652K
VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% Add +116.6% 7,060 $641K
Modera Wealth Management, LLC 0.01% No change 6,989 $634K
Atom Investors LP 0.06% New 6,884 $625K
Pinnacle Financial Partners, Inc. 0.00% Reduce -1.0% 6,769 $614K
Federated Hermes, Inc. 0.00% Add +45.8% 6,750 $612K
Van Eck Associates Corp. 0.00% Reduce -3.5% 6,626 $601K
Pathstone Holdings, LLC 0.00% Reduce -19.9% 6,423 $583K
Mackenzie Financial Corp. 0.00% Add +39.5% 6,385 $579K
State of Wyoming 0.06% Add +174.7% 6,260 $568K
Public Employees Retirement Association of Colorado 0.00% No change 6,242 $566K
Hardy Reed LLC 0.04% Add +0.1% 6,209 $563K
NewEdge Advisors, LLC 0.00% Add +24.5% 6,204 $563K
Sequoia Financial Advisors, LLC 0.00% Add +141.0% 6,076 $551K
D.A. Davidson & Co. 0.00% Reduce -0.3% 6,064 $550K
Cetera Investment Advisers 0.00% Add +7.6% 6,018 $546K
Exchange Traded Concepts, LLC 0.00% Add +383.6% 5,958 $541K
Legato Capital Management LLC 0.04% No change 5,596 $508K
Curated Wealth Partners LLC 0.06% Reduce -18.5% 5,594 $508K
State of Alaska, Department of Revenue 0.01% Reduce -5.6% 5,534 $502K
Wesbanco Bank Inc. 0.01% Reduce -1.8% 5,443 $494K
US Bancorp \de 0.00% Reduce -6.4% 5,328 $483K
Jump Financial, LLC 0.00% Add +129.3% 5,299 $481K
PNC Financial Services Group, Inc. 0.00% Reduce -6.9% 5,271 $478K
Guggenheim Capital LLC 0.00% Add +28.1% 5,245 $476K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -22.0% 5,235 $475K
Marks Group Wealth Management, Inc 0.04% No change 5,000 $454K
Tower Research Capital LLC (TRC) 0.01% Reduce -45.8% 4,920 $446K
Delta Asset Management LLC 0.04% No change 4,758 $432K
Claro Advisors Inc. 0.05% Reduce -7.0% 4,737 $430K
Ausbil Investment Management Ltd 0.19% Reduce -50.4% 4,776 $426K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +117.0% 4,513 $410K
MQS Management LLC 0.49% Reduce -41.2% 4,396 $399K
Bank of Montreal 0.00% Reduce -11.1% 4,356 $395K
Captrust Financial Advisors 0.00% Add +12.7% 4,235 $384K
Vise Technologies, Inc. 0.00% Add +57.8% 4,214 $382K
Cerity Partners LLC 0.00% Reduce -56.9% 4,201 $381K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -11.8% 4,173 $379K
CIBC Bancorp USA Inc. 0.00% Add +32.8% 4,171 $378K
Bearing Point Capital, LLC 0.05% No change 4,050 $367K
Swiss Life Asset Management Ltd 0.00% Add +8.2% 4,013 $364K
Markel Group 0.00% New 4,000 $363K
Caisse de depot et placement du Quebec 0.00% Reduce -71.2% 3,991 $362K
Amundi 0.00% Add +8.7% 3,981 $361K
Allstate Corp. 0.00% Reduce -54.6% 3,947 $358K
Securian Asset Management, Inc. 0.01% Reduce -3.0% 4,165 $358K
Net Worth Advisory Group 0.09% Reduce -3.1% 3,944 $358K
DNB Asset Management AS 0.00% No change 3,847 $349K
Highland Capital Management, LLC 0.02% Reduce -0.2% 3,843 $349K
Vestcor Inc 0.01% Reduce -55.5% 3,808 $346K
Arkadios Wealth Advisors 0.01% Reduce -18.9% 3,758 $341K
Bessemer Group Inc. 0.00% Add +32.8% 3,662 $333K
MML Investors Services, LLC 0.00% Add +16.7% 3,640 $330K
MAI Capital Management 0.00% Reduce -15.4% 3,445 $313K
Rockefeller Capital Management L.P. 0.00% Add +3.6% 3,434 $312K
Westover Capital Advisors, LLC 0.05% No change 3,380 $307K
Two Sigma Securities, LLC 0.03% New 3,370 $306K
Jones Financial Companies LLLP 0.00% Reduce -13.3% 3,253 $300K
Truist Financial Corp. 0.00% Add +6.0% 3,234 $293K
World Investment Advisors 0.00% No change 3,171 $292K
Commerce Bank 0.00% No change 3,163 $287K
Fifth Third Wealth Advisors LLC 0.01% Add +16.7% 3,085 $280K
Jane Street Group, LLC 0.00% Reduce -96.5% 3,025 $274K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% No change 3,023 $274K
Commonwealth Equity Services, LLC 0.00% Reduce -7.5% 3,003 $273K
Sanctuary Advisors, LLC 0.00% Reduce -1.4% 2,998 $272K
Impact Capital Partners LLC 0.07% Reduce -43.9% 2,965 $269K
Crossmark Global Holdings, Inc. 0.00% No change 2,911 $264K
Bryn Mawr Trust Advisors, LLC 0.01% Add +0.4% 2,809 $255K
Prime Capital Investment Advisors, LLC 0.00% New 2,792 $253K
Snowden Capital Advisors LLC 0.01% Add +8.5% 2,612 $237K
Vident Advisory, LLC 0.00% New 2,556 $232K
Evolve Private Wealth, LLC 0.01% New 2,541 $231K
Personal Cfo Solutions, LLC 0.03% New 2,540 $230K
ClearAlpha Technologies LP 0.39% New 2,532 $230K
Oxford Asset Management LLP 0.11% New 2,508 $228K
Capstone Investment Advisors, LLC 0.00% New 2,505 $227K
Nykredit A/S 0.00% — 2,422 $220K
Corient IA LP 0.20% No change 2,420 $220K
Evergreen Capital Management LLC 0.00% Reduce -21.3% 2,379 $216K
Integrated Wealth Concepts LLC 0.00% Reduce -5.0% 2,367 $215K
SCS Capital Management LLC 0.00% Reduce -0.3% 2,345 $213K
Apollon Wealth Management, LLC 0.00% Reduce -44.6% 2,325 $211K
United Capital Financial Advisors, LLC 0.00% New 2,276 $207K
Storgate, LLC 0.04% New 2,260 $205K
Ensign Peak Advisors, Inc 0.00% Reduce -79.2% 2,244 $204K
Well Done, LLC 0.03% No change 2,240 $203K
Profund Advisors LLC 0.01% New 2,229 $202K
Osaic Holdings, Inc. 0.00% Reduce -29.1% 2,175 $197K
Parkside Financial Bank & Trust 0.01% Reduce -5.7% 1,972 $179K
Meeder Asset Management Inc. 0.01% No change 1,723 $156K
Horizon Investments, LLC 0.00% Reduce -87.6% 1,460 $132K
Blue Trust, Inc. 0.00% Add +99.8% 1,171 $106K
Sterling Capital Management LLC 0.00% Reduce -37.6% 1,155 $105K
Global Retirement Partners, LLC 0.00% — 1,130 $103K
CX Institutional 0.00% Reduce -21.8% 1,129 $102K
Arax Advisory Partners 0.00% Add +29.1% 1,114 $101K
Eurizon Capital SGR S.p.A. 0.00% No change 1,058 $97K
Caitong International Asset Management Co., Ltd 0.01% New 896 $81K
GAMMA Investing LLC 0.00% Reduce -40.7% 873 $79K
Legacy Trust 0.01% No change 840 $76K
Covestor Ltd 0.04% Reduce -8.6% 801 $73K
Parallel Advisors, LLC 0.00% Add +46.5% 791 $72K
Nomura Asset Management Co. Ltd. 0.00% Reduce -22.8% 710 $64K
Signaturefd, LLC 0.00% Add +95.8% 701 $64K
Ameritas Advisory Services, LLC 0.00% New 656 $60K
Versant Capital Management, Inc 0.00% Reduce -40.8% 599 $54K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -17.7% 594 $54K
USA Financial Formulas 0.01% — 519 $47K
Smartleaf Asset Management LLC 0.00% No change 512 $47K
Picton Mahoney Asset Management 0.00% Reduce -54.4% 464 $42K
Natixis 0.00% No change 449 $41K
Optiver Holding B.V. 0.00% Add +69.3% 425 $39K
Duncker Streett & Co. Inc. 0.01% Reduce -72.9% 381 $35K
Kemnay Advisory Services Inc. 0.00% Add +15.1% 381 $35K
Assetmark, Inc. 0.00% Reduce -9.6% 379 $34K
Arlington Trust Co LLC 0.00% No change 363 $33K
UMB Bank, n.a. 0.00% Reduce -64.0% 361 $33K
Farther Finance Advisors, LLC 0.00% Add +15.7% 332 $30K
City State Bank 0.01% Reduce -14.3% 300 $27K
IAG Wealth Partners, LLC 0.00% No change 300 $27K
Harbour Investments, Inc. 0.00% No change 300 $27K
V-Square Quantitative Management LLC 0.00% New 258 $23K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 223 $20K
Centerpoint Advisors, LLC 0.01% Add +49.3% 209 $19K
Park Place Capital Corp 0.00% Add +182.2% 206 $19K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -6.4% 204 $19K
IFP Advisors, Inc 0.00% Reduce -48.5% 187 $17K
EverSource Wealth Advisors, LLC 0.00% Reduce -58.9% 174 $16K
Cornerstone Planning Group LLC 0.00% Add +9.6% 160 $14K
Key Financial Inc 0.00% No change 151 $14K
Founders Capital Management 0.01% No change 150 $14K
Allworth Financial LP 0.00% Reduce -43.7% 148 $13K
Boreal Capital Management LLC 0.01% No change 105 $10K
Creative Financial Designs Inc. 0.00% No change 104 $9K
LRI Investments, LLC 0.00% Add +44.9% 100 $9K
SJS Investment Consulting Inc. 0.00% Add +790.0% 89 $8K
CVA Family Office, LLC 0.00% Reduce -6.3% 89 $8K
First Horizon Corp. 0.00% No change 87 $8K
Torren Management, LLC 0.00% No change 77 $7K
Loomis Sayles & Co. L P 0.00% Reduce -87.1% 75 $7K
Transamerica Financial Advisors, LLC 0.00% Add +6.2% 69 $6K
Kilter Group LLC 0.00% Reduce -35.6% 67 $6K
Mather Group, Llc. 0.00% No change 58 $5K
Synergy Investment Management, LLC 0.00% New 58 $5K
Retirement Wealth Solutions LLC 0.00% Reduce -18.8% 52 $5K
Strengthening Families & Communities, LLC 0.00% Add +2.0% 51 $5K
Colonial Trust Co / SC 0.00% Reduce -81.9% 50 $5K
Farmers & Merchants Investments Inc. 0.00% No change 50 $5K
TD Private Client Wealth LLC 0.00% Add +92.3% 50 $5K
Frazier Financial Advisors, LLC 0.00% No change 48 $4K
Basepoint Wealth LLC 0.00% Add +2.1% 48 $4K
Ameriflex Group, Inc. 0.00% New 45 $4K
CBIZ Investment Advisory Services, LLC 0.00% No change 41 $4K
Fiduciary Financial Advisors 0.00% New 43 $4K
JFS Wealth Advisors, LLC 0.00% Add +14.7% 39 $4K
JPL Wealth Management, LLC 0.00% New 37 $3K
Fortitude Family Office, LLC 0.00% Reduce -31.5% 37 $3K
Strategic Wealth Partners, Ltd. 0.00% No change 36 $3K
Basecamp Wealth Advisors LLC 0.00% No change 34 $3K
Northwestern Mutual Wealth Management Co. 0.00% Add +933.3% 31 $3K
Rothschild Investment LLC 0.00% Reduce -64.8% 31 $3K
Clearstead Advisors, LLC 0.00% Add +55.0% 31 $3K
Quarry LP 0.00% New 27 $2K
WPG Advisers, LLC 0.00% Add +15.0% 23 $2K
Creative Capital Management Investments LLC 0.00% New 23 $2K
Physician Wealth Advisors, Inc. 0.00% Reduce -32.3% 21 $2K
CoreCap Advisors, LLC 0.00% New 21 $2K
Manning & Napier Advisors LLC 0.00% New 19 $2K
Clearstead Trust, LLC 0.00% Reduce -84.6% 18 $2K
Keating Financial Advisory Services, Inc. 0.00% Reduce -18.2% 18 $2K
SHP Wealth Management 0.00% New 18 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +7.7% 14 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -80.6% 14 $1K
Rialto Wealth Management, LLC 0.00% Reduce -47.6% 11 $999
Bay Harbor Wealth Management, LLC 0.00% Add +10.0% 11 $998
Private Wealth Management Group, LLC 0.00% No change 10 $908
Signature Equity Partners, LLC 0.00% No change 10 $907
HFM Investment Advisors, LLC 0.00% Add +80.0% 9 $817
Bogart Wealth, LLC 0.00% No change 9 $817
Larson Financial Group LLC 0.00% Reduce -83.3% 8 $727
Sachetta, LLC 0.00% Reduce -57.9% 8 $726
Manchester Capital Management LLC 0.00% Reduce -27.3% 8 $726
MidFirst Bank 0.00% No change 8 $726
Bell Investment Advisors, Inc 0.00% No change 7 $636
Godfrey Financial Associates, Inc. 0.00% No change 6 $544
Thompson Investment Management, Inc. 0.00% No change 6 $544
Quent Capital, LLC 0.00% Reduce -87.0% 6 $544
Principia Wealth Advisory, LLC 0.00% Reduce -16.7% 5 $454
Planning Strategies Inc. 0.00% — 4 $363
Plante Moran Financial Advisors, LLC 0.00% Reduce -98.5% 3 $272
Essential Partners LLC 0.00% Reduce -50.0% 2 $181
DecisionPoint Financial, LLC 0.00% New 2 $179
Dunhill Financial, LLC 0.00% No change 1 $110
GHP Investment Advisors, Inc. 0.00% No change 1 $91
Raffa Wealth Management, LLC 0.00% New 1 $91
Maryland Capital Advisors Inc. 0.00% — 1 $91
Hughes Financial Services, LLC 0.00% New 1 $91
Rossby Financial, LCC 0.00% Reduce -97.5% 1 $91
Avion Wealth 0.00% No change 6 $0
Navigoe, LLC 0.00% New 1 $0

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