Ufp IndustriesUFPI
13F holders, Q2 2026 (June 30)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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $31.0M |
| Exits | 49 | $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.