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, Q2 2024
Institutional positions in Ufp Industries Inc as of Jun 30, 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
- 425
- +6 vs. Q1 2024
- Shares held
- 49.8M
- −553.0K (−1.1%) vs. Q1 2024
- Total value
- $5.58B
- −$612.2M (−9.9%) vs. Q1 2024
- New holders
- 48
- 150 more added
- Sold out
- 42
- 166 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Ufp Industries Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 6 | $672 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $672 | 0.00% | +2+50.0% | Added |
| CVA Family Office, LLC | 7 | $784 | 0.00% | +7 | New |
| Carolinas Wealth Consulting LLC | 8 | $852 | 0.00% | −2−20.0% | Reduced |
| Central Trust Co | 8 | $896 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9 | $1.03K | 0.00% | −3−25.0% | Reduced |
| Cornerstone Planning Group LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.57K | 0.00% | +2+16.7% | Added |
| Jones Financial Companies LLLP | 16 | $1.79K | 0.00% | +16 | New |
| IFP Advisors, Inc | 17 | $1.90K | 0.00% | −22−56.4% | Reduced |
| SJS Investment Consulting Inc. | 17 | $1.90K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $2.37K | 0.00% | −2−10.0% | Reduced |
| LRI Investments, LLC | 22 | $2.42K | 0.00% | +22 | New |
| Clearstead Advisors, LLC | 25 | $2.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $2.91K | 0.00% | −2−7.1% | Reduced |
| AdvisorNet Financial, Inc | 27 | $3.02K | 0.00% | +25+1,250.0% | Added |
| Bell Investment Advisors, Inc | 28 | $3.14K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $3.25K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $3.36K | 0.00% | +25+500.0% | Added |
| GWM Advisors LLC | 33 | $3.70K | 0.00% | −2,421−98.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 34 | $3.81K | 0.00% | +34 | New |
| Addison Advisors LLC | 35 | $3.92K | 0.00% | +35 | New |
| Private Trust Co NA | 39 | $4.37K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 40 | $4.48K | 0.00% | +40 | New |
| Parkside Financial Bank & Trust | 47 | $5.26K | 0.00% | +47 | New |
| Frazier Financial Advisors, LLC | 48 | $5.38K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 48 | $5.38K | 0.00% | +31+182.4% | Added |
| LGT Financial Advisors LLC | 54 | $6.05K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 63 | $7.06K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 66 | $7.39K | 0.00% | +33+100.0% | Added |
| Smartleaf Asset Management LLC | 69 | $7.54K | 0.00% | +69 | New |
| Park Place Capital Corp | 73 | $8.18K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 80 | $8.96K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 94 | $10.5K | 0.00% | +35+59.3% | Added |
| Concord Wealth Partners | 100 | $11.2K | 0.00% | +100 | New |
| Continuum Advisory, LLC | 119 | $13.3K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 120 | $13.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 120 | $13.4K | 0.00% | +38+46.3% | Added |
| Mather Group, LLC. | 113 | $13.9K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 124 | $13.9K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 132 | $14.8K | 0.00% | +84+175.0% | Added |
| Whittier Trust Co | 141 | $15.8K | 0.00% | +18+14.6% | Added |
| Centerpoint Advisors, LLC | 142 | $16.0K | 0.01% | −1−0.7% | Reduced |
| Allworth Financial LP | 135 | $16.3K | 0.00% | +43+46.7% | Added |
| Opal Wealth Advisors, LLC | 146 | $16.4K | 0.01% | −122−45.5% | Reduced |
| CoreCap Advisors, LLC | 161 | $18.0K | 0.00% | +1+0.6% | Added |
| Contravisory Investment Management, Inc. | 172 | $19.3K | 0.00% | −59−25.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 202 | $22.6K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 202 | $22.6K | 0.01% | +202 | New |
| Global Retirement Partners, LLC | 207 | $23.2K | 0.00% | +16+8.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223 | $25.0K | 0.00% | +190+575.8% | Added |
| Proequities, Inc. | 228 | $25.5K | 0.00% | −10−4.2% | Reduced |
| Signaturefd, LLC | 239 | $26.8K | 0.00% | −480−66.8% | Reduced |
| Silicon Valley Capital Partners | 251 | $28.2K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 260 | $29.1K | 0.00% | +260 | New |
| Rise Advisors, LLC | 270 | $30.2K | 0.02% | +1+0.4% | Added |
| Parallel Advisors, LLC | 275 | $30.8K | 0.00% | +38+16.0% | Added |
| SRS Capital Advisors, Inc. | 309 | $34.6K | 0.00% | +23+8.0% | Added |
| Principal Securities, Inc. | 315 | $35.3K | 0.00% | −55−14.9% | Reduced |
| HM Payson & Co | 318 | $35.6K | 0.00% | −15−4.5% | Reduced |
| Quarry LP | 342 | $38.3K | 0.02% | −27−7.3% | Reduced |
| Tortoise Investment Management, LLC | 348 | $39.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 350 | $39.2K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 311 | $41.0K | 0.00% | +26+9.1% | Added |
| Eagle Bay Advisors LLC | 388 | $43.5K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 418 | $46.8K | 0.01% | +118+39.3% | Added |
| Simplex Trading, LLC | 422 | $47.0K | 0.00% | +422 | New |
| Nomura Asset Management Co Ltd | 420 | $47.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 480 | $53.8K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 485 | $54.3K | 0.00% | −44−8.3% | Reduced |
| Triad Wealth Partners, LLC | 499 | $55.9K | 0.03% | +499 | New |
| Amundi | 509 | $57.0K | 0.00% | −98−16.1% | Reduced |
| GAMMA Investing LLC | 512 | $57.3K | 0.01% | +234+84.2% | Added |
| Advisors Asset Management, Inc. | 516 | $57.8K | 0.00% | −2−0.4% | Reduced |
| Virtus Fund Advisers, LLC | 518 | $58.0K | 0.23% | +7+1.4% | Added |
| Assetmark, Inc | 564 | $63.2K | 0.00% | +5+0.9% | Added |
| Farther Finance Advisors, LLC | 600 | $66.2K | 0.00% | +517+622.9% | Added |
| Caitlin John, LLC | 647 | $72.5K | 0.05% | −41−6.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 689 | $77.2K | 0.00% | −2−0.3% | Reduced |
| Danske Bank A/S | 700 | $78.4K | 0.00% | +700 | New |
| CIBC Private Wealth Group, LLC | 738 | $80.3K | 0.00% | −40−5.1% | Reduced |
| ICA Group Wealth Management, LLC | 750 | $84.0K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 832 | $93.0K | 0.06% | −120−12.6% | Reduced |
| Ci Investments Inc. | 945 | $106.0K | 0.00% | −1,122−54.3% | Reduced |
| Ronald Blue Trust, Inc. | 870 | $107.0K | 0.00% | +494+131.4% | Added |
| Legacy Trust | 1,009 | $113.0K | 0.03% | −10,000−90.8% | Reduced |
| Natixis | 1,126 | $126.1K | 0.00% | −31−2.7% | Reduced |
| McIlrath & Eck, LLC | 1,142 | $127.9K | 0.02% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 1,270 | $142.2K | 0.02% | +1,270 | New |
| Laurel Wealth Advisors LLC | 1,286 | $144.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,319 | $147.7K | 0.01% | +41+3.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,395 | $156.2K | 0.03% | +1,395 | New |
| Royal London Asset Management Ltd | 1,724 | $193.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,798 | $201.4K | 0.00% | +59+3.4% | Added |
| Inceptionr LLC | 1,812 | $202.9K | 0.06% | +1,812 | New |
| Robertson Stephens Wealth Management, LLC | 1,815 | $203.3K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,865 | $209.0K | 0.01% | +1,865 | New |
| Highland Capital Management, LLC | 1,871 | $209.6K | 0.01% | +229+13.9% | Added |
| TFG Advisers LLC | 1,874 | $209.9K | 0.08% | +3+0.2% | Added |