Ufp Industries Inc
UFPI- Exchange
- Nasdaq
- Industry
- Sawmills & Planting Mills, General
- SEC CIK
- 0000912767
No open-market purchases or sales by Ufp Industries Inc insiders were filed in the last 90 days; 388 institutions reported holding it in 13F filings for Q2 2026, worth $4.43B in total; Markel Group is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Ufp Industries Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 387
- +30 vs. Q3 2023
- Shares held
- 50.3M
- +681.4K (+1.4%) vs. Q3 2023
- Total value
- $6.32B
- +$1.22B (+23.9%) vs. Q3 2023
- New holders
- 60
- 116 more added
- Sold out
- 30
- 155 more reduced
6 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UFPI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 388 | $4.43B |
| Q1 2026 | 398 | $4.44B |
| Q4 2025 | 413 | $4.41B |
| Q3 2025 | 415 | $4.59B |
| Q2 2025 | 432 | $4.99B |
| Q1 2025 | 436 | $5.59B |
| Q4 2024 | 439 | $5.75B |
| Q3 2024 | 439 | $6.59B |
| Q2 2024 | 425 | $5.58B |
| Q1 2024 | 424 | $6.21B |
| Q4 2023 | 387 | $6.32B |
| Q3 2023 | 363 | $5.11B |
| Q2 2023 | 360 | $4.82B |
| Q1 2023 | 365 | $3.98B |
| Q4 2022 | 347 | $4.10B |
| Q3 2022 | 337 | $3.69B |
| Q2 2022 | 319 | $3.46B |
| Q1 2022 | 335 | $3.96B |
| Q4 2021 | 324 | $4.64B |
| Q3 2021 | 289 | $3.42B |
| Q2 2021 | 289 | $3.74B |
| Q1 2021 | 275 | $3.81B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Ufp Industries Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| McGlone Suttner Wealth Management, Inc. | 0 | $21 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 3 | $377 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 4 | $502 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5 | $628 | 0.00% | +1+25.0% | Added |
| Thompson Investment Management, Inc. | 6 | $753 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.51K | 0.00% | +12 | New |
| BOK Financial Private Wealth, Inc. | 15 | $1.88K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 17 | $2.13K | 0.00% | −2−10.5% | Reduced |
| Arlington Trust Co LLC | 18 | $2.26K | 0.00% | +18 | New |
| Sachetta, LLC | 20 | $2.51K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 26 | $3.26K | 0.00% | +3+13.0% | Added |
| Farmers & Merchants Investments Inc | 28 | $3.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $3.52K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $3.64K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 33 | $3.93K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 34 | $4.27K | 0.00% | −15−30.6% | Reduced |
| Lee Financial Co | 36 | $4.52K | 0.00% | +36 | New |
| Central Trust Co | 41 | $5.15K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 42 | $5.27K | 0.00% | +42 | New |
| Private Trust Co NA | 45 | $5.65K | 0.00% | −82−64.6% | Reduced |
| ClariVest Asset Management LLC | 48 | $6.03K | 0.00% | −40,301−99.9% | Reduced |
| Frazier Financial Advisors, LLC | 48 | $6.03K | 0.01% | +48 | New |
| Denali Advisors LLC | 51 | $6.40K | 0.00% | −7−12.1% | Reduced |
| Private Wealth Management Group, LLC | 52 | $6.53K | 0.00% | +52 | New |
| LGT Financial Advisors LLC | 54 | $6.78K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $8.29K | 0.00% | +3+4.8% | Added |
| Park Place Capital Corp | 73 | $9.16K | 0.00% | −22−23.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 81 | $10.2K | 0.00% | +75+1,250.0% | Added |
| Massmutual Trust Co FSB | 84 | $10.5K | 0.00% | +3+3.7% | Added |
| Richardson Financial Services Inc. | 87 | $10.9K | 0.01% | +87 | New |
| Allworth Financial LP | 92 | $11.6K | 0.00% | +24+35.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 112 | $14.1K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 120 | $15.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 123 | $15.4K | 0.00% | −85−40.9% | Reduced |
| Centerpoint Advisors, LLC | 143 | $18.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 161 | $20.3K | 0.00% | +144+847.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 174 | $22.0K | 0.01% | +174 | New |
| Plante Moran Financial Advisors, LLC | 202 | $25.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 211 | $26.5K | 0.00% | +211 | New |
| GAMMA Investing LLC | 235 | $26.7K | 0.01% | +235 | New |
| Contravisory Investment Management, Inc. | 214 | $26.9K | 0.01% | +214 | New |
| Parallel Advisors, LLC | 219 | $27.5K | 0.00% | +12+5.8% | Added |
| Baystate Wealth Management LLC | 245 | $30.8K | 0.00% | +1+0.4% | Added |
| Signaturefd, LLC | 250 | $31.4K | 0.00% | +37+17.4% | Added |
| Silicon Valley Capital Partners | 250 | $31.4K | 0.01% | +250 | New |
| EverSource Wealth Advisors, LLC | 273 | $34.3K | 0.00% | +46+20.3% | Added |
| SRS Capital Advisors, Inc. | 287 | $36.0K | 0.00% | +197+218.9% | Added |
| Headlands Technologies LLC | 346 | $43.4K | 0.01% | −229−39.8% | Reduced |
| Tortoise Investment Management, LLC | 348 | $43.7K | 0.01% | 00.0% | Unchanged |
| City State Bank | 350 | $44.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 388 | $48.7K | 0.03% | +388 | New |
| Global Retirement Partners, LLC | 440 | $51.1K | 0.00% | +139+46.2% | Added |
| Nomura Asset Management Co Ltd | 420 | $52.7K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 446 | $56.0K | 0.35% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 477 | $59.9K | 0.00% | +201+72.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 480 | $60.0K | 0.00% | +480 | New |
| Optimum Investment Advisors | 480 | $60.3K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 594 | $61.0K | 0.00% | +121+25.6% | Added |
| First Horizon Advisors, Inc. | 542 | $68.0K | 0.00% | −26−4.6% | Reduced |
| USA Financial Portformulas Corp | 573 | $71.9K | 0.01% | +573 | New |
| Proequities, Inc. | 633 | $79.5K | 0.01% | +17+2.8% | Added |
| Planned Solutions, Inc. | 700 | $87.9K | 0.04% | +700 | New |
| ICA Group Wealth Management, LLC | 750 | $94.2K | 0.02% | +750 | New |
| Exchange Traded Concepts, LLC | 820 | $103.0K | 0.00% | +54+7.0% | Added |
| Assetmark, Inc | 873 | $109.6K | 0.00% | +129+17.3% | Added |
| McIlrath & Eck, LLC | 916 | $115.0K | 0.02% | −226−19.8% | Reduced |
| Archer Investment Corp | 950 | $119.3K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 995 | $125.0K | 0.09% | −84−7.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,000 | $125.5K | 0.06% | 00.0% | Unchanged |
| Natixis | 1,168 | $146.6K | 0.00% | −55−4.5% | Reduced |
| SG Americas Securities, LLC | 1,172 | $147.0K | 0.00% | −2,418−67.4% | Reduced |
| Laurel Wealth Advisors LLC | 1,286 | $161.5K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,354 | $170.0K | 0.01% | +81+6.4% | Added |
| Penserra Capital Management LLC | 1,485 | $186.0K | 0.00% | +509+52.2% | Added |
| Bokf, NA | 1,550 | $194.6K | 0.00% | +18+1.2% | Added |
| Huntington National Bank | 1,550 | $194.6K | 0.00% | +1,475+1,966.7% | Added |
| Brinker Capital Investments, LLC | 1,671 | $201.4K | 0.00% | +1,671 | New |
| Orion Portfolio Solutions, LLC | 1,671 | $201.4K | 0.00% | +1,671 | New |
| National Asset Management, Inc. | 1,605 | $201.4K | 0.01% | +1,605 | New |
| RHS Financial, LLC | 1,680 | $210.9K | 0.13% | +1,680 | New |
| Cim, LLC | 1,922 | $214.0K | 0.03% | +1,922 | New |
| Stephens Inc | 1,709 | $214.6K | 0.00% | −14,610−89.5% | Reduced |
| Royal London Asset Management Ltd | 1,724 | $216.4K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 1,740 | $218.5K | 0.00% | +1,740 | New |
| Verdence Capital Advisors LLC | 1,756 | $220.5K | 0.02% | +1,756 | New |
| TFG Advisers LLC | 1,779 | $223.4K | 0.09% | +1,779 | New |
| CBOE Vest Financial, LLC | 1,918 | $240.8K | 0.01% | +1,918 | New |
| IFG Advisory, LLC | 1,975 | $248.0K | 0.02% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,043 | $256.5K | 0.08% | −78−3.7% | Reduced |
| Altus Wealth Group LLC | 2,095 | $263.0K | 0.15% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 2,118 | $265.9K | 0.03% | +2,118 | New |
| Ci Investments Inc. | 2,194 | $275.0K | 0.00% | +199+10.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,216 | $278.2K | 0.00% | +2,216 | New |
| Cetera Investment Advisers | 2,217 | $278.4K | 0.00% | −51−2.2% | Reduced |
| Camden Capital, LLC | 2,238 | $281.0K | 0.03% | +2,238 | New |
| Coldstream Capital Management Inc | 2,272 | $285.3K | 0.01% | −36−1.6% | Reduced |
| Ellevest, Inc. | 2,295 | $288.1K | 0.02% | +2,295 | New |
| LSV Asset Management | 2,300 | $289.0K | 0.00% | 00.0% | Unchanged |