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Livermore
ZHEN

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 2024

Institutional positions in Ufp Industries Inc as of Dec 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
439
+6 vs. Q3 2024
Shares held
51.1M
+1.24M (+2.5%) vs. Q3 2024
Total value
$5.75B
−$795.6M (−12.1%) vs. Q3 2024
New holders
57
153 more added
Sold out
51
157 more reduced

6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 439 institutions
Q1 2021: 275 institutionsQ2 2021: 289 institutionsQ3 2021: 289 institutionsQ4 2021: 324 institutionsQ1 2022: 335 institutionsQ2 2022: 319 institutionsQ3 2022: 337 institutionsQ4 2022: 347 institutionsQ1 2023: 365 institutionsQ2 2023: 360 institutionsQ3 2023: 363 institutionsQ4 2023: 387 institutionsQ1 2024: 424 institutionsQ2 2024: 425 institutionsQ3 2024: 439 institutionsQ4 2024: 439 institutionsQ1 2025: 436 institutionsQ2 2025: 432 institutionsQ3 2025: 415 institutionsQ4 2025: 413 institutionsQ1 2026: 398 institutionsQ2 2026: 388 institutions
Value heldQ4 2024: $5.75B
Q1 2021: $3.81BQ2 2021: $3.74BQ3 2021: $3.42BQ4 2021: $4.64BQ1 2022: $3.96BQ2 2022: $3.46BQ3 2022: $3.69BQ4 2022: $4.10BQ1 2023: $3.98BQ2 2023: $4.82BQ3 2023: $5.11BQ4 2023: $6.32BQ1 2024: $6.21BQ2 2024: $5.58BQ3 2024: $6.59BQ4 2024: $5.75BQ1 2025: $5.59BQ2 2025: $4.99BQ3 2025: $4.59BQ4 2025: $4.41BQ1 2026: $4.44BQ2 2026: $4.43B
Institutions holding UFPI and their total value by quarter
QuarterHoldersValue
Q2 2026388$4.43B
Q1 2026398$4.44B
Q4 2025413$4.41B
Q3 2025415$4.59B
Q2 2025432$4.99B
Q1 2025436$5.59B
Q4 2024439$5.75B
Q3 2024439$6.59B
Q2 2024425$5.58B
Q1 2024424$6.21B
Q4 2023387$6.32B
Q3 2023363$5.11B
Q2 2023360$4.82B
Q1 2023365$3.98B
Q4 2022347$4.10B
Q3 2022337$3.69B
Q2 2022319$3.46B
Q1 2022335$3.96B
Q4 2021324$4.64B
Q3 2021289$3.42B
Q2 2021289$3.74B
Q1 2021275$3.81B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Ufp Industries Inc; share changes are against Q3 2024.

Institutions holding UFPI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
AdvisorNet Financial, Inc1$1130.00%−2−66.7%Reduced
TFC Financial Management1$1130.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$2250.00%+2New
Parkworth Wealth Management, Inc.2$2250.00%+2New
Skopos Labs, Inc.2$2260.00%+2New
Larson Financial Group LLC3$3380.00%00.0%Unchanged
NewSquare Capital LLC3$3380.00%+3New
Global Financial Private Client, LLC3$3380.00%+3New
Riverview Trust Co5$5630.00%00.0%Unchanged
MPWM Advisory Solutions, LLC5$5630.00%+5New
Valued Wealth Advisors LLC6$6760.00%00.0%Unchanged
Thompson Investment Management, Inc.6$6760.00%00.0%Unchanged
Quarry LP7$7890.00%−336−98.0%Reduced
Central Trust Co8$9020.00%00.0%Unchanged
Montag A & Associates Inc8$9250.00%−1−11.1%Reduced
Carolinas Wealth Consulting LLC10$1.11K0.00%+2+25.0%Added
Cornerstone Planning Group LLC10$1.19K0.00%00.0%Unchanged
CVA Family Office, LLC12$1.35K0.00%00.0%Unchanged
Whipplewood Advisors, LLC14$1.58K0.00%+14New
Bell Investment Advisors, Inc14$1.58K0.00%−14−50.0%Reduced
SJS Investment Consulting Inc.14$1.58K0.00%−3−17.6%Reduced
DiNuzzo Private Wealth, Inc.15$1.69K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.15$1.69K0.00%+15New
TD Private Client Wealth LLC17$1.92K0.00%+2+13.3%Added
Bogart Wealth, LLC18$2.03K0.00%+18New
Decker Retirement Planning Inc.24$2.70K0.00%+24New
Farmers & Merchants Investments Inc25$2.82K0.00%−1−3.8%Reduced
LRI Investments, LLC29$3.24K0.00%00.0%Unchanged
GWM Advisors LLC33$3.72K0.00%00.0%Unchanged
Private Trust Co NA34$3.83K0.00%−1−2.9%Reduced
Clearstead Advisors, LLC35$3.94K0.00%+35New
LGT Financial Advisors LLC47$5.29K0.01%−7−13.0%Reduced
Frazier Financial Advisors, LLC48$5.39K0.00%−3−5.9%Reduced
Lindbrook Capital, LLC48$5.41K0.00%−1−2.0%Reduced
Geneos Wealth Management Inc.52$5.86K0.00%+6+13.0%Added
Mather Group, LLC.58$6.53K0.00%00.0%Unchanged
Rothschild Investment LLC60$6.76K0.00%00.0%Unchanged
Johnson Financial Group, Inc.59$6.82K0.00%−16−21.3%Reduced
Addison Advisors LLC63$7.10K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC65$7.32K0.00%00.0%Unchanged
Simplex Trading, LLC75$8.00K0.00%−29−27.9%Reduced
Hemington Wealth Management77$8.00K0.00%+20+35.1%Added
Park Place Capital Corp73$8.22K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC80$9.01K0.00%00.0%Unchanged
Private Wealth Management Group, LLC94$10.6K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC100$11.0K0.01%+100New
Danske Bank A/S100$11.3K0.00%−600−85.7%Reduced
Concord Wealth Partners104$11.7K0.00%00.0%Unchanged
Creative Financial Designs Inc104$11.7K0.00%+104New
WPG Advisers, LLC108$12.2K0.01%+108New
Annis Gardner Whiting Capital Advisors, LLC112$12.6K0.00%00.0%Unchanged
J.Safra Asset Management Corp116$13.0K0.00%+116New
Sugarloaf Wealth Management, LLC120$13.5K0.00%00.0%Unchanged
Parkside Financial Bank & Trust120$13.5K0.00%+34+39.5%Added
Centerpoint Advisors, LLC142$16.0K0.01%00.0%Unchanged
Allworth Financial LP139$16.4K0.00%+7+5.3%Added
Contravisory Investment Management, Inc.172$19.4K0.00%00.0%Unchanged
Massmutual Trust Co FSB173$19.5K0.00%+12+7.5%Added
V-Square Quantitative Management LLC178$20.1K0.00%+178New
Global Retirement Partners, LLC178$20.1K0.00%00.0%Unchanged
Whittier Trust Co182$20.5K0.00%+41+29.1%Added
CBIZ Investment Advisory Services, LLC184$20.7K0.00%+51+38.3%Added
Advisors Asset Management, Inc.191$21.5K0.00%−292−60.5%Reduced
Leonteq Securities AG200$22.5K0.00%+200New
Umb Bank N A201$22.6K0.00%+9+4.7%Added
Plante Moran Financial Advisors, LLC202$22.8K0.00%00.0%Unchanged
Proequities, Inc.207$24.4K0.00%−4−1.9%Reduced
Amundi217$24.4K0.00%−315−59.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.223$24.9K0.00%00.0%Unchanged
Silicon Valley Capital Partners253$28.5K0.00%+1+0.4%Added
Signaturefd, LLC253$28.5K0.00%−62−19.7%Reduced
Versant Capital Management, Inc263$29.6K0.01%+174+195.5%Added
Putney Financial Group LLC266$30.0K0.03%+266New
SRS Capital Advisors, Inc.268$30.2K0.00%−32−10.7%Reduced
Rise Advisors, LLC271$30.5K0.01%+1+0.4%Added
EverSource Wealth Advisors, LLC281$31.7K0.00%−46−14.1%Reduced
Caitong International Asset Management Co., Ltd298$33.6K0.03%+298New
HM Payson & Co318$35.8K0.00%00.0%Unchanged
Tortoise Investment Management, LLC348$39.2K0.00%00.0%Unchanged
City State Bank350$39.4K0.01%00.0%Unchanged
Parallel Advisors, LLC351$39.5K0.00%+32+10.0%Added
Mirae Asset Global Investments Co., Ltd.387$43.4K0.00%−328−45.9%Reduced
Eagle Bay Advisors LLC388$43.7K0.03%00.0%Unchanged
Nomura Asset Management Co Ltd420$47.3K0.00%00.0%Unchanged
First Horizon Advisors, Inc.476$53.6K0.00%00.0%Unchanged
Optimum Investment Advisors480$54.1K0.02%00.0%Unchanged
Farther Finance Advisors, LLC522$58.8K0.00%−77−12.9%Reduced
Jones Financial Companies LLLP531$59.8K0.00%+415+357.8%Added
Smartleaf Asset Management LLC535$60.0K0.01%+505+1,683.3%Added
CIBC Private Wealth Group, LLC551$60.6K0.00%+68+14.1%Added
Winnow Wealth LLC540$60.8K0.06%+540New
Kapitalo Investimentos Ltda543$61.2K0.04%+543New
Assetmark, Inc565$63.6K0.00%+6+1.1%Added
Whittier Trust Co of Nevada Inc606$68.3K0.00%+76+14.3%Added
Principal Securities, Inc.615$69.3K0.00%+175+39.8%Added
Ronald Blue Trust, Inc.711$80.1K0.00%−397−35.8%Reduced
GAMMA Investing LLC723$81.4K0.01%+79+12.3%Added
Covestor Ltd736$83.0K0.05%−153−17.2%Reduced
Northwestern Mutual Wealth Management Co746$84.1K0.00%+57+8.3%Added
Lazard Asset Management LLC857$96.0K0.00%−4,057−82.6%Reduced