Institutional Ownership Ufp Industries Inc (UFPI)
This table provides information about the institutional ownership of Ufp Industries Inc (UFPI). We have compiled data on the 459 institutions that hold shares in the stock, with a total of 50.1 Million shares, which have been reported (via 13F filing form) to have a value of $4.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,018
shares
|
$454,078
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
5,003
shares
|
$452,721
0.07% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Nov 10, 2025 Q3 2025 |
5,000
shares
|
$452,450
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Curated Wealth Partners LLC
|
Oct 09, 2025 Q3 2025 |
4,945
shares
|
$447,473
0.06% of portfolio
|
Q3 2025
Reduced 2.1%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
4,758
shares
|
$430,551
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
4,651
shares
|
$420,868
0.02% of portfolio
|
Q3 2023
Reduced 3.96%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
4,551
shares
|
$411,819
0.01% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
4,526
shares
|
$409,557
0.0% of portfolio
|
Q3 2025
Reduced 20.61%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
4,386
shares
|
$396,889
0.01% of portfolio
|
Q3 2025
Reduced 4.44%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
4,316
shares
|
$390,554
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
4,310
shares
|
$390,011
0.08% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,310
shares
|
$390,011
0.0% of portfolio
|
Q3 2023
Reduced 2.58%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
4,277
shares
|
$387,025
0.03% of portfolio
|
Q3 2025
Reduced 69.5%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Oct 27, 2025 Q3 2025 |
4,276
shares
|
$386,935
0.12% of portfolio
|
Q3 2025
Reduced 30.46%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,252
shares
|
$384,763
0.01% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Wilen Investment Management Corp.
|
Nov 14, 2022 Q3 2022 |
4,250
shares
|
$384,582
0.31% of portfolio
|
Q2 2021
Reduced 2.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,180
shares
|
$378,248
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
4,175
shares
|
$377,795
0.0% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,137
shares
|
$374,357
0.0% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,102
shares
|
$371,189
0.02% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
4,030
shares
|
$364,674
0.01% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
3,993
shares
|
$361,326
0.01% of portfolio
|
Q3 2025
Added 154.17%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
3,969
shares
|
$359,154
0.0% of portfolio
|
Q3 2025
Reduced 46.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,965
shares
|
$358,792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
3,963
shares
|
$358,611
0.02% of portfolio
|
Q1 2025
Reduced 2.44%
|
|