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 471 institutions that hold shares in the stock, with a total of 50.4 Million shares, which have been reported (via 13F filing form) to have a value of $5.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
184
shares
|
$19,561
0.0% of portfolio
|
Q4 2024
Added 38.35%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
182
shares
|
$19,348
0.0% of portfolio
|
Q4 2024
Added 29.08%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
178
shares
|
$18,923
0.0% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
178
shares
|
$18,923
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
172
shares
|
$18,285
0.0% of portfolio
|
Q2 2024
Reduced 25.54%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
154
shares
|
$16,371
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
142
shares
|
$15,096
0.01% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
139
shares
|
$14,777
0.0% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
132
shares
|
$14,032
0.0% of portfolio
|
Q2 2024
Added 175.0%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
120
shares
|
$12,757
0.0% of portfolio
|
Q4 2024
Added 39.53%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
120
shares
|
$12,757
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
116
shares
|
$12,331
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
112
shares
|
$11,906
0.0% of portfolio
|
Q3 2024
Reduced 73.21%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
104
shares
|
$11,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
104
shares
|
$11,056
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
100
shares
|
$10,631
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
94
shares
|
$9,993
0.0% of portfolio
|
Q2 2024
Added 59.32%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
80
shares
|
$8,504
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
77
shares
|
$8,185
0.0% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
75
shares
|
$7,973
0.0% of portfolio
|
Q4 2024
Reduced 27.88%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
74
shares
|
$7,866
0.0% of portfolio
|
Q1 2025
Reduced 57.23%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
73
shares
|
$7,760
0.0% of portfolio
|
Q4 2023
Reduced 23.16%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
65
shares
|
$6,910
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
63
shares
|
$6,697
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
60
shares
|
$6,378
0.0% of portfolio
|
Q3 2024
Added 100.0%
|