Ufp Technologies Inc
UFPT- Exchange
- Nasdaq
- Industry
- Surgical & Medical Instruments & Apparatus
- SEC CIK
- 0000914156
In the last 90 days, Ufp Technologies Inc insiders filed 0 open-market purchases and 7 sales; 279 institutions reported holding it in 13F filings for Q2 2026, worth $2.52B in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Ufp Technologies 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
- 279
- +5 vs. Q3 2024
- Shares held
- 7.75M
- +758.0K (+10.8%) vs. Q3 2024
- Total value
- $1.89B
- −$321.5M (−14.5%) vs. Q3 2024
- New holders
- 49
- 115 more added
- Sold out
- 44
- 79 more reduced
8 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 UFPT 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 | 279 | $2.52B |
| Q1 2026 | 274 | $1.70B |
| Q4 2025 | 270 | $1.92B |
| Q3 2025 | 276 | $1.71B |
| Q2 2025 | 292 | $2.18B |
| Q1 2025 | 282 | $1.68B |
| Q4 2024 | 279 | $1.89B |
| Q3 2024 | 282 | $2.24B |
| Q2 2024 | 246 | $1.85B |
| Q1 2024 | 221 | $1.75B |
| Q4 2023 | 209 | $1.17B |
| Q3 2023 | 209 | $1.08B |
| Q2 2023 | 192 | $1.27B |
| Q1 2023 | 157 | $792.8M |
| Q4 2022 | 155 | $708.6M |
| Q3 2022 | 122 | $523.7M |
| Q2 2022 | 105 | $500.1M |
| Q1 2022 | 96 | $407.2M |
| Q4 2021 | 107 | $427.1M |
| Q3 2021 | 99 | $369.1M |
| Q2 2021 | 93 | $349.8M |
| Q1 2021 | 94 | $304.5M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Ufp Technologies Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Inspire Advisors, LLC | 1,031 | $252.1K | 0.03% | −809−44.0% | Reduced |
| Summit Global Investments | 1,012 | $247.0K | 0.02% | +1,012 | New |
| Corton Capital Inc. | 966 | $236.2K | 0.14% | +966 | New |
| FMR LLC | 961 | $234.9K | 0.00% | −217−18.4% | Reduced |
| Arete Wealth Advisors, LLC | 958 | $233.0K | 0.02% | +49+5.4% | Added |
| Diversify Advisory Services, LLC | 947 | $229.1K | 0.01% | −90−8.7% | Reduced |
| Tower Research Capital LLC (TRC) | 922 | $225.4K | 0.00% | +668+263.0% | Added |
| Level Four Advisory Services, LLC | 921 | $225.2K | 0.01% | +921 | New |
| Squarepoint Ops LLC | 909 | $222.3K | 0.00% | −2,970−76.6% | Reduced |
| Avantax Advisory Services, Inc. | 862 | $210.8K | 0.00% | +87+11.2% | Added |
| HSBC Holdings PLC | 845 | $204.6K | 0.00% | −22−2.5% | Reduced |
| Bridgewater Associates, LP | 831 | $203.2K | 0.00% | −2,557−75.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 821 | $200.7K | 0.00% | +821 | New |
| Rothschild Investment LLC | 741 | $181.2K | 0.01% | −4−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 736 | $180.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 708 | $173.1K | 0.04% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 542 | $132.5K | 0.00% | +130+31.6% | Added |
| Canada Pension Plan Investment Board | 500 | $122.3K | 0.00% | +100+25.0% | Added |
| Tributary Capital Management, LLC | 500 | $122.3K | 0.01% | +500 | New |
| Principal Securities, Inc. | 444 | $108.6K | 0.00% | +233+110.4% | Added |
| Park Square Financial Group, LLC | 436 | $106.7K | 0.07% | +436 | New |
| KBC Group NV | 375 | $92.0K | 0.00% | +103+37.9% | Added |
| Lazard Asset Management LLC | 345 | $84.0K | 0.00% | +345 | New |
| EverSource Wealth Advisors, LLC | 333 | $81.4K | 0.00% | +66+24.7% | Added |
| Venturi Wealth Management, LLC | 303 | $74.1K | 0.00% | +303 | New |
| Ronald Blue Trust, Inc. | 300 | $73.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 271 | $66.3K | 0.01% | +19+7.5% | Added |
| Farther Finance Advisors, LLC | 227 | $55.5K | 0.00% | −18−7.3% | Reduced |
| Johnson Financial Group, Inc. | 170 | $46.7K | 0.00% | +170 | New |
| Federated Hermes, Inc. | 185 | $45.2K | 0.00% | +38+25.9% | Added |
| Huntington National Bank | 128 | $31.3K | 0.00% | +18+16.4% | Added |
| Caitlin John, LLC | 111 | $27.1K | 0.02% | +15+15.6% | Added |
| Signaturefd, LLC | 108 | $26.4K | 0.00% | +17+18.7% | Added |
| Quest Partners LLC | 104 | $25.4K | 0.00% | +104 | New |
| STRS Ohio | 100 | $24.5K | 0.00% | −2,600−96.3% | Reduced |
| Wolff Wiese Magana LLC | 100 | $24.5K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 95 | $23.2K | 0.00% | −42−30.7% | Reduced |
| SBI Securities Co., Ltd. | 89 | $21.8K | 0.00% | +89 | New |
| The PNC Financial Services Group, Inc. | 88 | $21.5K | 0.00% | +41+87.2% | Added |
| CIBC Private Wealth Group, LLC | 75 | $18.8K | 0.00% | +75 | New |
| Truvestments Capital LLC | 62 | $15.2K | 0.00% | −115−65.0% | Reduced |
| Proequities, Inc. | 55 | $15.0K | 0.00% | +55 | New |
| Parallel Advisors, LLC | 51 | $12.5K | 0.00% | +1+2.0% | Added |
| Runnymede Capital Advisors, Inc. | 51 | $12.5K | 0.01% | +51 | New |
| Quadrant Capital Group LLC | 35 | $8.56K | 0.00% | −52−59.8% | Reduced |
| TD Waterhouse Canada Inc. | 33 | $8.08K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 30 | $7.33K | 0.00% | +7+30.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | $6.10K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 21 | $5.13K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $4.89K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 15 | $4.16K | 0.00% | −1−6.3% | Reduced |
| Assetmark, Inc | 17 | $4.16K | 0.00% | +17 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $3.91K | 0.00% | +10+166.7% | Added |
| Creative Planning | 14 | $3.42K | 0.00% | −716−98.1% | Reduced |
| Bank of Jackson Hole Trust | 13 | $3.18K | 0.00% | +13 | New |
| Harbor Capital Advisors, Inc. | 11 | $3.00K | 0.00% | +3+37.5% | Added |
| Umb Bank N A | 11 | $2.69K | 0.00% | −6−35.3% | Reduced |
| Mather Group, LLC. | 11 | $2.69K | 0.00% | +11 | New |
| Steward Partners Investment Advisory, LLC | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9 | $2.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $1.96K | 0.00% | −7−46.7% | Reduced |
| Global Retirement Partners, LLC | 8 | $1.96K | 0.00% | −2−20.0% | Reduced |
| Leonteq Securities AG | 8 | $1.96K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 8 | $1.96K | 0.00% | +1+14.3% | Added |
| Creative Financial Designs Inc | 6 | $1.47K | 0.00% | +6 | New |
| Allworth Financial LP | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5 | $1.22K | 0.00% | −10−66.7% | Reduced |
| Financial Network Wealth Advisors LLC | 5 | $1.22K | 0.00% | −8−61.5% | Reduced |
| Massmutual Trust Co FSB | 5 | $1.22K | 0.00% | −4−44.4% | Reduced |
| Farmers & Merchants Investments Inc | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4 | $954 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $734 | 0.00% | +3 | New |
| Sierra Ocean, LLC | 3 | $734 | 0.00% | +3 | New |
| Hurley Capital, LLC | 3 | $732 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 2 | $489 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $245 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $245 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −26,678−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −17,624−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −16,845−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −14,804−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −12,549−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,554−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −4,668−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −3,749−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −1,920−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,586−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,164−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,049−100.0% | Sold out |
| LaSalle St. Investment Advisors, LLC | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −828−100.0% | Sold out |
| Townsend Asset Management Corp | 0 | $0 | 0.00% | −791−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |