Institutional Ownership Ufp Technologies Inc (UFPT)
This table provides information about the institutional ownership of Ufp Technologies Inc (UFPT). We have compiled data on the 301 institutions that hold shares in the stock, with a total of 8.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
36
shares
|
$8,336
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
34
shares
|
$7,873
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
33
shares
|
$7,642
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
30
shares
|
$6,947
0.0% of portfolio
|
Q3 2025
Added 30.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
29
shares
|
$6,715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
29
shares
|
$6,715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
28
shares
|
$6,484
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
25
shares
|
$5,789
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
20
shares
|
$4,631
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
20
shares
|
$4,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
19
shares
|
$4,400
0.0% of portfolio
|
Q3 2025
Reduced 48.65%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
18
shares
|
$4,168
0.0% of portfolio
|
Q2 2025
Added 125.0%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
18
shares
|
$4,168
0.0% of portfolio
|
Q3 2025
Added 38.46%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
17
shares
|
$3,936
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
16
shares
|
$3,705
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15
shares
|
$3,473
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
14
shares
|
$3,242
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
13
shares
|
$3,010
0.0% of portfolio
|
Q3 2025
Added 225.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
12
shares
|
$2,778
0.0% of portfolio
|
Q1 2025
Added 140.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
11
shares
|
$2,547
0.0% of portfolio
|
Q4 2024
Added 37.5%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
11
shares
|
$2,547
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
10
shares
|
$2,315
0.0% of portfolio
|
Q3 2025
Reduced 23.08%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
10
shares
|
$2,315
0.0% of portfolio
|
Q3 2025
Reduced 64.29%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
10
shares
|
$2,315
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
9
shares
|
$2,084
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|