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, Q3 2024
Institutional positions in Ufp Industries Inc as of Sep 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
- 439
- +18 vs. Q2 2024
- Shares held
- 50.1M
- +8.71M (+21.0%) vs. Q2 2024
- Total value
- $6.59B
- +$1.95B (+42.0%) vs. Q2 2024
- New holders
- 60
- 155 more added
- Sold out
- 42
- 160 more reduced
4 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Ufp Industries Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $131 | 0.00% | −11,219−100.0% | Reduced |
| TFC Financial Management | 1 | $132 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $394 | 0.00% | −24−88.9% | Reduced |
| Larson Financial Group LLC | 3 | $394 | 0.00% | +3 | New |
| Riverview Trust Co | 5 | $656 | 0.00% | +5 | New |
| Claris Advisors, LLC | 5 | $656 | 0.00% | +5 | New |
| Thompson Investment Management, Inc. | 6 | $787 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $788 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $998 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 8 | $1.05K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $1.57K | 0.00% | +5+71.4% | Added |
| Capital Performance Advisors LLP | 12 | $1.57K | 0.00% | +12 | New |
| TD Private Client Wealth LLC | 15 | $1.97K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $1.97K | 0.00% | +1+7.1% | Added |
| SJS Investment Consulting Inc. | 17 | $2.23K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 18 | $2.36K | 0.00% | +18 | New |
| Reston Wealth Management LLC | 23 | $3.02K | 0.00% | +23 | New |
| Farmers & Merchants Investments Inc | 26 | $3.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $3.67K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $3.80K | 0.00% | +7+31.8% | Added |
| Smartleaf Asset Management LLC | 30 | $3.94K | 0.00% | −39−56.5% | Reduced |
| GWM Advisors LLC | 33 | $4.33K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 35 | $4.59K | 0.00% | −4−10.3% | Reduced |
| Hemington Wealth Management | 57 | $6.00K | 0.00% | +57 | New |
| Geneos Wealth Management Inc. | 46 | $6.04K | 0.00% | +46 | New |
| Lindbrook Capital, LLC | 49 | $6.43K | 0.00% | −17−25.8% | Reduced |
| Frazier Financial Advisors, LLC | 51 | $6.69K | 0.01% | +3+6.3% | Added |
| LGT Financial Advisors LLC | 54 | $7.08K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 58 | $7.61K | 0.00% | −55−48.7% | Reduced |
| Rothschild Investment LLC | 60 | $7.87K | 0.00% | +30+100.0% | Added |
| Addison Advisors LLC | 63 | $8.27K | 0.00% | +28+80.0% | Added |
| JFS Wealth Advisors, LLC | 65 | $8.53K | 0.00% | +2+3.2% | Added |
| Park Place Capital Corp | 73 | $9.58K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 75 | $9.84K | 0.00% | +75 | New |
| GPS Wealth Strategies Group, LLC | 80 | $10.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 86 | $11.3K | 0.00% | +39+83.0% | Added |
| Versant Capital Management, Inc | 89 | $11.7K | 0.00% | +60+206.9% | Added |
| Private Wealth Management Group, LLC | 94 | $12.3K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 104 | $13.0K | 0.00% | −318−75.4% | Reduced |
| Concord Wealth Partners | 104 | $13.6K | 0.00% | +4+4.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 112 | $14.7K | 0.00% | −306−73.2% | Reduced |
| ClariVest Asset Management LLC | 132 | $14.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 116 | $15.2K | 0.00% | +100+625.0% | Added |
| Sugarloaf Wealth Management, LLC | 120 | $15.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 132 | $17.3K | 0.00% | −3−2.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 133 | $17.5K | 0.00% | +9+7.3% | Added |
| Whittier Trust Co | 141 | $18.5K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 141 | $18.5K | 0.00% | +141 | New |
| Centerpoint Advisors, LLC | 142 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 155 | $20.3K | 0.00% | +155 | New |
| Massmutual Trust Co FSB | 161 | $21.1K | 0.00% | +41+34.2% | Added |
| Contravisory Investment Management, Inc. | 172 | $22.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 178 | $23.4K | 0.00% | −29−14.0% | Reduced |
| Umb Bank N A | 192 | $25.2K | 0.00% | +144+300.0% | Added |
| Plante Moran Financial Advisors, LLC | 202 | $26.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 211 | $27.7K | 0.00% | −17−7.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223 | $29.3K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 252 | $33.1K | 0.00% | +1+0.4% | Added |
| Rise Advisors, LLC | 270 | $35.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 300 | $39.4K | 0.00% | −9−2.9% | Reduced |
| Signaturefd, LLC | 315 | $41.3K | 0.00% | +76+31.8% | Added |
| HM Payson & Co | 318 | $41.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 319 | $41.9K | 0.00% | +44+16.0% | Added |
| EverSource Wealth Advisors, LLC | 327 | $42.9K | 0.00% | +16+5.1% | Added |
| Quarry LP | 343 | $45.0K | 0.01% | +1+0.3% | Added |
| Tortoise Investment Management, LLC | 348 | $45.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 350 | $45.9K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 388 | $50.9K | 0.02% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 411 | $53.9K | 0.22% | −107−20.7% | Reduced |
| Nomura Asset Management Co Ltd | 420 | $55.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 440 | $57.7K | 0.00% | +125+39.7% | Added |
| First Horizon Advisors, Inc. | 476 | $62.5K | 0.00% | −9−1.9% | Reduced |
| Optimum Investment Advisors | 480 | $63.0K | 0.03% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 480 | $63.0K | 0.02% | +480 | New |
| CIBC Private Wealth Group, LLC | 483 | $63.4K | 0.00% | −255−34.6% | Reduced |
| Advisors Asset Management, Inc. | 483 | $63.4K | 0.00% | −33−6.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 530 | $69.5K | 0.00% | +530 | New |
| Amundi | 532 | $69.8K | 0.00% | +23+4.5% | Added |
| Assetmark, Inc | 559 | $73.3K | 0.00% | −5−0.9% | Reduced |
| Farther Finance Advisors, LLC | 599 | $78.6K | 0.00% | −1−0.2% | Reduced |
| GAMMA Investing LLC | 644 | $84.5K | 0.01% | +132+25.8% | Added |
| Northwestern Mutual Wealth Management Co | 689 | $90.4K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 700 | $91.8K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 700 | $91.8K | 0.04% | +700 | New |
| Mirae Asset Global Investments Co., Ltd. | 715 | $93.9K | 0.00% | +715 | New |
| Covestor Ltd | 889 | $117.0K | 0.07% | +57+6.9% | Added |
| Colonial Trust Co | 895 | $117.4K | 0.02% | +895 | New |
| Ronald Blue Trust, Inc. | 1,108 | $124.1K | 0.00% | +238+27.4% | Added |
| Legacy Trust | 1,009 | $132.4K | 0.03% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 1,065 | $139.7K | 0.00% | +1,065 | New |
| Catalyst Funds Management Pty Ltd | 1,100 | $144.3K | 0.03% | +1,100 | New |
| Natixis | 1,101 | $144.5K | 0.00% | −25−2.2% | Reduced |
| Ci Investments Inc. | 1,107 | $145.0K | 0.00% | +162+17.1% | Added |
| McIlrath & Eck, LLC | 1,142 | $149.8K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 1,214 | $159.3K | 0.02% | −2,220−64.6% | Reduced |
| Quadrant Capital Group LLC | 1,263 | $165.7K | 0.01% | −56−4.2% | Reduced |
| Laurel Wealth Advisors LLC | 1,293 | $169.7K | 0.03% | +7+0.5% | Added |
| IFP Advisors, Inc | 1,558 | $204.6K | 0.01% | +1,541+9,064.7% | Added |