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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 1,756 | $220.5K | 0.02% | +1,756 | New |
| CIBC Asset Management Inc | 1,740 | $218.5K | 0.00% | +1,740 | New |
| Royal London Asset Management Ltd | 1,724 | $216.4K | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 1,709 | $214.6K | 0.00% | −14,610−89.5% | Reduced |
| Cim, LLC | 1,922 | $214.0K | 0.03% | +1,922 | New |
| RHS Financial, LLC | 1,680 | $210.9K | 0.13% | +1,680 | New |
| National Asset Management, Inc. | 1,605 | $201.4K | 0.01% | +1,605 | New |
| 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 |
| Huntington National Bank | 1,550 | $194.6K | 0.00% | +1,475+1,966.7% | Added |
| Bokf, NA | 1,550 | $194.6K | 0.00% | +18+1.2% | Added |
| Penserra Capital Management LLC | 1,485 | $186.0K | 0.00% | +509+52.2% | Added |
| Quadrant Capital Group LLC | 1,354 | $170.0K | 0.01% | +81+6.4% | Added |
| Laurel Wealth Advisors LLC | 1,286 | $161.5K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,172 | $147.0K | 0.00% | −2,418−67.4% | Reduced |
| Natixis | 1,168 | $146.6K | 0.00% | −55−4.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,000 | $125.5K | 0.06% | 00.0% | Unchanged |
| Covestor Ltd | 995 | $125.0K | 0.09% | −84−7.8% | Reduced |
| Archer Investment Corp | 950 | $119.3K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 916 | $115.0K | 0.02% | −226−19.8% | Reduced |
| Assetmark, Inc | 873 | $109.6K | 0.00% | +129+17.3% | Added |
| Exchange Traded Concepts, LLC | 820 | $103.0K | 0.00% | +54+7.0% | Added |
| ICA Group Wealth Management, LLC | 750 | $94.2K | 0.02% | +750 | New |
| Planned Solutions, Inc. | 700 | $87.9K | 0.04% | +700 | New |
| Proequities, Inc. | 633 | $79.5K | 0.01% | +17+2.8% | Added |
| USA Financial Portformulas Corp | 573 | $71.9K | 0.01% | +573 | New |
| First Horizon Advisors, Inc. | 542 | $68.0K | 0.00% | −26−4.6% | Reduced |
| Ronald Blue Trust, Inc. | 594 | $61.0K | 0.00% | +121+25.6% | Added |
| Optimum Investment Advisors | 480 | $60.3K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 480 | $60.0K | 0.00% | +480 | New |
| Advisors Asset Management, Inc. | 477 | $59.9K | 0.00% | +201+72.8% | Added |
| Virtus Fund Advisers, LLC | 446 | $56.0K | 0.35% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 420 | $52.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 440 | $51.1K | 0.00% | +139+46.2% | Added |
| Eagle Bay Advisors LLC | 388 | $48.7K | 0.03% | +388 | New |
| City State Bank | 350 | $44.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 348 | $43.7K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 346 | $43.4K | 0.01% | −229−39.8% | Reduced |
| SRS Capital Advisors, Inc. | 287 | $36.0K | 0.00% | +197+218.9% | Added |
| EverSource Wealth Advisors, LLC | 273 | $34.3K | 0.00% | +46+20.3% | Added |
| Silicon Valley Capital Partners | 250 | $31.4K | 0.01% | +250 | New |
| Signaturefd, LLC | 250 | $31.4K | 0.00% | +37+17.4% | Added |
| Baystate Wealth Management LLC | 245 | $30.8K | 0.00% | +1+0.4% | Added |
| Parallel Advisors, LLC | 219 | $27.5K | 0.00% | +12+5.8% | Added |
| Contravisory Investment Management, Inc. | 214 | $26.9K | 0.01% | +214 | New |
| GAMMA Investing LLC | 235 | $26.7K | 0.01% | +235 | New |
| Advisory Services Network, LLC | 211 | $26.5K | 0.00% | +211 | New |
| Plante Moran Financial Advisors, LLC | 202 | $25.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 174 | $22.0K | 0.01% | +174 | New |
| IFP Advisors, Inc | 161 | $20.3K | 0.00% | +144+847.1% | Added |
| Centerpoint Advisors, LLC | 143 | $18.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 123 | $15.4K | 0.00% | −85−40.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 120 | $15.1K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 112 | $14.1K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 92 | $11.6K | 0.00% | +24+35.3% | Added |
| Richardson Financial Services Inc. | 87 | $10.9K | 0.01% | +87 | New |
| Massmutual Trust Co FSB | 84 | $10.5K | 0.00% | +3+3.7% | Added |
| Farther Finance Advisors, LLC | 81 | $10.2K | 0.00% | +75+1,250.0% | Added |
| GPS Wealth Strategies Group, LLC | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 73 | $9.16K | 0.00% | −22−23.2% | Reduced |
| JFS Wealth Advisors, LLC | 66 | $8.29K | 0.00% | +3+4.8% | Added |
| LGT Financial Advisors LLC | 54 | $6.78K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 52 | $6.53K | 0.00% | +52 | New |
| Denali Advisors LLC | 51 | $6.40K | 0.00% | −7−12.1% | Reduced |
| Frazier Financial Advisors, LLC | 48 | $6.03K | 0.01% | +48 | New |
| ClariVest Asset Management LLC | 48 | $6.03K | 0.00% | −40,301−99.9% | Reduced |
| Private Trust Co NA | 45 | $5.65K | 0.00% | −82−64.6% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 42 | $5.27K | 0.00% | +42 | New |
| Central Trust Co | 41 | $5.15K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 36 | $4.52K | 0.00% | +36 | New |
| Lindbrook Capital, LLC | 34 | $4.27K | 0.00% | −15−30.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 33 | $3.93K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $3.64K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $3.52K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $3.52K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $3.26K | 0.00% | +3+13.0% | Added |
| Sachetta, LLC | 20 | $2.51K | 0.00% | +20 | New |
| Arlington Trust Co LLC | 18 | $2.26K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 17 | $2.13K | 0.00% | −2−10.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 15 | $1.88K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.51K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 6 | $753 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5 | $628 | 0.00% | +1+25.0% | Added |
| Toronto Dominion Bank | 4 | $502 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $377 | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 0 | $21 | 0.00% | 0 | New |
| AXA S.A. | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,129−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,880−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −8,573−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −8,441−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,916−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −6,962−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −6,153−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −5,803−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −5,364−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −5,266−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,081−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,070−100.0% | Sold out |