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 $5.55 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
59
shares
|
$6,272
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
59
shares
|
$6,272
0.0% of portfolio
|
Q4 2024
Reduced 21.33%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
58
shares
|
$6,165
0.0% of portfolio
|
Q3 2024
Reduced 48.67%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
52
shares
|
$5,528
0.0% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
48
shares
|
$5,102
0.0% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
48
shares
|
$5,102
0.0% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
47
shares
|
$4,996
0.01% of portfolio
|
Q4 2024
Reduced 12.96%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
40
shares
|
$4,252
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
35
shares
|
$3,720
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
34
shares
|
$3,614
0.0% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
33
shares
|
$3,508
0.0% of portfolio
|
Q2 2024
Reduced 98.66%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
29
shares
|
$3,082
0.0% of portfolio
|
Q3 2024
Added 31.82%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
25
shares
|
$2,657
0.0% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
24
shares
|
$2,551
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
18
shares
|
$1,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
17
shares
|
$1,807
0.0% of portfolio
|
Q4 2024
Added 13.33%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
15
shares
|
$1,594
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
15
shares
|
$1,594
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
14
shares
|
$1,488
0.0% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
14
shares
|
$1,488
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
14
shares
|
$1,488
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
12
shares
|
$1,275
0.0% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
10
shares
|
$1,063
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
10
shares
|
$1,063
0.0% of portfolio
|
Q3 2023
Reduced 77.78%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
8
shares
|
$850
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|