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, Q1 2024
Institutional positions in Ufp Industries Inc as of Mar 31, 2024. 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
- 424
- +40 vs. Q4 2023
- Shares held
- 50.5M
- +256.5K (+0.5%) vs. Q4 2023
- Total value
- $6.21B
- −$101.0M (−1.6%) vs. Q4 2023
- New holders
- 72
- 140 more added
- Sold out
- 32
- 154 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Ufp Industries Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $124 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $246 | 0.00% | −24−92.3% | Reduced |
| Sofos Investments, Inc. | 3 | $318 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $369 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $493 | 0.00% | +4 | New |
| Rothschild Investment LLC | 5 | $615 | 0.00% | +5 | New |
| Thompson Investment Management, Inc. | 6 | $738 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 8 | $985 | 0.00% | −33−80.5% | Reduced |
| Cornerstone Planning Group LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.24K | 0.00% | +10 | New |
| Harbor Investment Advisory, LLC | 11 | $1.35K | 0.00% | +11 | New |
| Montag A & Associates Inc | 12 | $1.47K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 15 | $1.84K | 0.00% | −36−70.6% | Reduced |
| Umb Bank N A | 17 | $2.09K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 17 | $2.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $2.51K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $2.97K | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 28 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $3.44K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $3.57K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $4.06K | 0.00% | −1−2.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 33 | $4.06K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $4.80K | 0.00% | −6−13.3% | Reduced |
| IFP Advisors, Inc | 39 | $4.82K | 0.00% | −122−75.8% | Reduced |
| ClariVest Asset Management LLC | 48 | $5.90K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 48 | $5.91K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 54 | $6.64K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 59 | $7.26K | 0.00% | +7+13.5% | Added |
| JFS Wealth Advisors, LLC | 63 | $7.75K | 0.00% | −3−4.5% | Reduced |
| Group One Trading, L.P. | 63 | $7.75K | 0.00% | +63 | New |
| Park Place Capital Corp | 73 | $8.98K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 80 | $9.84K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 83 | $9.95K | 0.00% | +2+2.5% | Added |
| Massmutual Trust Co FSB | 82 | $10.1K | 0.00% | −2−2.4% | Reduced |
| Allworth Financial LP | 92 | $11.3K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 101 | $12.4K | 0.00% | +101 | New |
| Continuum Advisory, LLC | 119 | $14.2K | 0.00% | +119 | New |
| Mather Group, LLC. | 113 | $14.2K | 0.00% | +113 | New |
| Sugarloaf Wealth Management, LLC | 120 | $14.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 123 | $15.1K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 124 | $15.3K | 0.00% | +124 | New |
| Centerpoint Advisors, LLC | 143 | $18.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 160 | $19.7K | 0.00% | +160 | New |
| Global Retirement Partners, LLC | 191 | $23.5K | 0.00% | −249−56.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 192 | $23.6K | 0.00% | +192 | New |
| Plante Moran Financial Advisors, LLC | 202 | $24.8K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 231 | $28.4K | 0.01% | +17+7.9% | Added |
| Colonial Trust Co | 234 | $28.8K | 0.01% | +234 | New |
| Parallel Advisors, LLC | 237 | $29.2K | 0.00% | +18+8.2% | Added |
| Proequities, Inc. | 238 | $29.3K | 0.00% | −395−62.4% | Reduced |
| Silicon Valley Capital Partners | 251 | $30.8K | 0.00% | +1+0.4% | Added |
| EverSource Wealth Advisors, LLC | 285 | $32.1K | 0.00% | +12+4.4% | Added |
| Opal Wealth Advisors, LLC | 268 | $33.0K | 0.01% | +268 | New |
| Rise Advisors, LLC | 269 | $33.1K | 0.02% | +269 | New |
| GAMMA Investing LLC | 278 | $34.2K | 0.01% | +43+18.3% | Added |
| SRS Capital Advisors, Inc. | 286 | $35.2K | 0.00% | −1−0.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 300 | $36.9K | 0.01% | +188+167.9% | Added |
| HM Payson & Co | 333 | $41.0K | 0.00% | +333 | New |
| Tortoise Investment Management, LLC | 348 | $42.8K | 0.01% | 00.0% | Unchanged |
| City State Bank | 350 | $43.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 369 | $45.4K | 0.02% | +369 | New |
| Principal Securities, Inc. | 370 | $45.5K | 0.00% | −1,941−84.0% | Reduced |
| Ronald Blue Trust, Inc. | 376 | $46.3K | 0.00% | −218−36.7% | Reduced |
| Eagle Bay Advisors LLC | 388 | $47.7K | 0.03% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $49.2K | 0.01% | +400 | New |
| Nomura Asset Management Co Ltd | 420 | $51.7K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 480 | $59.0K | 0.03% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 511 | $62.9K | 0.22% | +65+14.6% | Added |
| Advisors Asset Management, Inc. | 518 | $63.7K | 0.00% | +41+8.6% | Added |
| First Horizon Advisors, Inc. | 529 | $65.1K | 0.00% | −13−2.4% | Reduced |
| Assetmark, Inc | 559 | $68.8K | 0.00% | −314−36.0% | Reduced |
| Amundi | 607 | $74.6K | 0.00% | +607 | New |
| Caitlin John, LLC | 688 | $84.6K | 0.06% | +688 | New |
| Northwestern Mutual Wealth Management Co | 691 | $85.0K | 0.00% | +691 | New |
| Northwest & Ethical Investments L.P. | 700 | $86.1K | 0.00% | +700 | New |
| Signaturefd, LLC | 719 | $88.4K | 0.00% | +469+187.6% | Added |
| ICA Group Wealth Management, LLC | 750 | $92.3K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 778 | $93.3K | 0.00% | +778 | New |
| Covestor Ltd | 952 | $118.0K | 0.08% | −43−4.3% | Reduced |
| McIlrath & Eck, LLC | 1,142 | $140.5K | 0.02% | +226+24.7% | Added |
| Natixis | 1,157 | $142.3K | 0.00% | −11−0.9% | Reduced |
| Quadrant Capital Group LLC | 1,278 | $157.2K | 0.01% | −76−5.6% | Reduced |
| Laurel Wealth Advisors LLC | 1,286 | $158.2K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,522 | $187.2K | 0.00% | −8,871−85.4% | Reduced |
| Harbor Capital Advisors, Inc. | 1,535 | $189.0K | 0.02% | +1,535 | New |
| Highland Capital Management, LLC | 1,642 | $202.0K | 0.01% | +1,642 | New |
| RHS Financial, LLC | 1,680 | $206.7K | 0.12% | 00.0% | Unchanged |
| Stephens Inc | 1,716 | $211.1K | 0.00% | +7+0.4% | Added |
| Royal London Asset Management Ltd | 1,724 | $212.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,739 | $213.9K | 0.00% | +189+12.2% | Added |
| CIBC Asset Management Inc | 1,740 | $214.0K | 0.00% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 1,815 | $223.3K | 0.01% | +1,815 | New |
| Altus Wealth Group LLC | 1,860 | $228.8K | 0.11% | −235−11.2% | Reduced |
| TFG Advisers LLC | 1,871 | $230.1K | 0.09% | +92+5.2% | Added |
| Roberts Glore & Co Inc | 1,893 | $232.9K | 0.07% | −150−7.3% | Reduced |
| Twin Tree Management, LP | 1,903 | $234.1K | 0.01% | +1,903 | New |
| Verdence Capital Advisors LLC | 1,939 | $238.5K | 0.02% | +183+10.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,948 | $239.6K | 0.00% | −268−12.1% | Reduced |
| Cim, LLC | 1,949 | $239.8K | 0.04% | +27+1.4% | Added |