DaveManuel.com · Institutional Ownership · Who Owns It
UFP INDUSTRIES INC (UFPI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
391
Reporting holders
$4.4B
Reported value
88.5%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-9
Holder change
Institutions report 48,826,483 shares against 55,161,491 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $688.1M | 7,582,797 | 0.01% | 8q | -1.5%-$10.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $303.2M | 3,341,840 | 0.01% | 2q | +1.4%+$4.2M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $271.3M | 2,989,380 | 0.84% | 13q | -6.2%-$18.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $230.6M | 2,540,879 | 0.00% | 2q | HELD |
| STATE STREET CORP | $198.9M | 2,191,851 | 0.01% | 25q | +1.7%+$3.4M |
| DIMENSIONAL FUND ADVISORS LP | $188.0M | 2,071,608 | 0.03% | 25q | +8.3%+$14.4M |
| Boston Partners | $166.2M | 1,831,941 | 0.15% | 8q | +1.6%+$2.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $144.4M | 1,591,284 | 0.01% | 25q | +3.1%+$4.3M |
| FMR LLC | $136.6M | 1,505,294 | 0.01% | 25q | +12.7%+$15.4M |
| WASATCH ADVISORS LP | $126.5M | 1,394,340 | 0.83% | 12q | -31.6%-$58.4M |
| NORTHERN TRUST CORP | $101.8M | 1,121,718 | 0.01% | 25q | +4.0%+$3.9M |
| Allspring Global Investments Holdings, LLC | $95.1M | 1,067,123 | 0.15% | 19q | +0.7%+$621.4K |
| River Road Asset Management, LLC | $80.7M | 889,187 | 0.90% | 5q | HELD |
| ROYCE & ASSOCIATES LP | $74.7M | 823,589 | 0.60% | 25q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $72.2M | 795,640 | 0.01% | 25q | -1.9%-$1.4M |
| GENDELL JEFFREY L | $68.2M | 751,340 | 0.60% | 5q | +100.0%+$34.1M |
| T. Rowe Price Investment Management, Inc. | $63.5M | 699,924 | 0.04% | 16q | -16.9%-$12.9M |
| FRANKLIN RESOURCES INC | $62.8M | 691,735 | 0.01% | 25q | -39.2%-$40.5M |
| NORGES BANK | $58.0M | 639,521 | 0.01% | 23q | -22.6%-$16.9M |
| DEPRINCE RACE & ZOLLO INC | $55.7M | 614,335 | 0.94% | 4q | +6.0%+$3.1M |
| MORGAN STANLEY | $54.4M | 599,460 | 0.00% | 25q | +65.6%+$21.6M |
| Copeland Capital Management, LLC | $52.5M | 578,310 | 1.08% | 22q | +34.5%+$13.5M |
| GOLDMAN SACHS GROUP INC | $49.8M | 548,554 | 0.00% | 25q | +30.1%+$11.5M |
| WELLS FARGO & COMPANY/MN | $41.5M | 457,779 | 0.01% | 25q | +23.6%+$7.9M |
| AMERIPRISE FINANCIAL INC | $40.6M | 446,926 | 0.01% | 25q | -11.9%-$5.5M |
| AQR CAPITAL MANAGEMENT LLC | $40.2M | 442,597 | 0.01% | 25q | -7.5%-$3.2M |
| Bank of New York Mellon Corp | $34.1M | 375,432 | 0.01% | 25q | -6.9%-$2.5M |
| VANGUARD FIDUCIARY TRUST CO | $34.0M | 374,588 | 0.01% | 2q | -0.5%-$170.9K |
| RAYMOND JAMES FINANCIAL INC | $32.3M | 355,449 | 0.01% | 7q | -7.4%-$2.6M |
| UBS Group AG | $30.9M | 340,564 | 0.00% | 25q | +51.5%+$10.5M |
| JPMORGAN CHASE & CO | $27.4M | 297,540 | 0.00% | 25q | -1.6%-$436.1K |
| D. E. Shaw & Co., Inc. | $27.0M | 297,886 | 0.01% | 8q | -11.3%-$3.4M |
| Pictet Asset Management Holding SA | $26.5M | 292,579 | 0.03% | 12q | -5.1%-$1.4M |
| BANK OF AMERICA CORP /DE/ | $25.5M | 281,345 | 0.00% | 25q | +10.0%+$2.3M |
| TWO SIGMA INVESTMENTS, LP | $23.4M | 258,326 | 0.02% | 3q | +378.5%+$18.5M |
| VICTORY CAPITAL MANAGEMENT INC | $22.4M | 246,674 | 0.01% | 25q | -3.2%-$740.4K |
| SEI INVESTMENTS CO | $21.1M | 232,613 | 0.02% | 25q | -11.3%-$2.7M |
| Russell Investments Group, Ltd. | $20.5M | 225,430 | 0.02% | 25q | -13.8%-$3.3M |
| Qube Research & Technologies Ltd | $19.6M | 215,537 | 0.02% | 5q | +502.4%+$16.3M |
| GW&K Investment Management, LLC | $18.6M | 204,749 | 0.15% | 25q | -1.2%-$228.3K |
| RHUMBLINE ADVISERS | $17.8M | 196,394 | 0.01% | 25q | HELD |
| KENNEDY CAPITAL MANAGEMENT LLC | $17.8M | 196,094 | 0.32% | 26q | -4.0%-$735.9K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15.3M | 168,562 | 0.04% | 4q | +33.5%+$3.8M |
| Invesco Ltd. | $14.5M | 159,878 | 0.00% | 25q | +4.1%+$569.5K |
| Nuveen, LLC | $12.3M | 135,335 | 0.00% | 6q | +8.8%+$994.6K |
| PRINCIPAL FINANCIAL GROUP INC | $11.7M | 128,836 | 0.01% | 25q | -1.7%-$200.4K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $11.1M | 122,256 | 0.00% | 25q | +15.6%+$1.5M |
| ENVESTNET ASSET MANAGEMENT INC | $11.0M | 121,751 | 0.00% | 25q | +14.9%+$1.4M |
| Allianz Asset Management GmbH | $10.7M | 118,087 | 0.01% | 25q | +4.9%+$503.2K |
| NEW YORK STATE COMMON RETIREMENT FUND | $10.6M | 116,533 | 0.01% | 25q | +14.0%+$1.3M |
| Swiss National Bank | $10.3M | 113,950 | 0.01% | 25q | -1.3%-$136.1K |
| ALLIANCEBERNSTEIN L.P. | $10.2M | 110,935 | 0.00% | 25q | -6.8%-$743.6K |
| CITADEL ADVISORS LLC | $10.1M incl. $490.0K options CALL | 105,786 | 0.00% | 25q | +93.4%+$4.9M |
| California Public Employees Retirement System | $10.0M | 110,726 | 0.01% | 25q | +1.0%+$98.0K |
| BARCLAYS PLC | $9.6M | 105,390 | 0.00% | 18q | -55.0%-$11.7M |
| Public Sector Pension Investment Board | $9.0M | 98,839 | 0.02% | new | NEW |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $8.8M | 96,966 | 0.09% | 25q | -6.0%-$560.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.7M | 95,451 | 0.00% | 25q | -10.1%-$973.5K |
| NORDEA INVESTMENT MANAGEMENT AB | $8.3M | 91,272 | 0.01% | 25q | -3.4%-$291.8K |
| Balyasny Asset Management L.P. | $7.7M | 84,622 | 0.01% | 15q | -23.5%-$2.4M |
| Legal & General Group Plc | $7.6M | 84,113 | 0.00% | 25q | HELD |
| AMERICAN CENTURY COMPANIES INC | $7.6M | 83,492 | 0.00% | 25q | +92.9%+$3.6M |
| BNP PARIBAS FINANCIAL MARKETS | $7.5M | 83,001 | 0.00% | 7q | +98.7%+$3.7M |
| Squarepoint Ops LLC | $7.5M | 82,360 | 0.01% | 5q | +182.1%+$4.8M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $7.4M | 81,104 | 0.12% | 18q | +5.4%+$377.9K |
| CITIGROUP INC | $7.4M | 81,061 | 0.00% | 25q | +65.2%+$2.9M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $7.3M | 80,574 | 0.02% | 24q | -2.3%-$170.0K |
| ALPS ADVISORS INC | $7.0M | 76,859 | 0.03% | 25q | +3.0%+$202.6K |
| Creative Planning | $6.8M | 75,161 | 0.00% | 15q | +23.8%+$1.3M |
| ExodusPoint Capital Management, LP | $6.8M | 74,882 | 0.04% | new | NEW |
| FIRST TRUST ADVISORS LP | $6.7M | 73,685 | 0.00% | 25q | -16.0%-$1.3M |
| CAPITAL FUND MANAGEMENT S.A. | $6.4M | 70,628 | 0.03% | 5q | +26.3%+$1.3M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $5.9M | 65,381 | 0.01% | 25q | HELD |
| DEUTSCHE BANK AG\ | $5.6M | 61,478 | 0.00% | 25q | -13.6%-$878.5K |
| RENAISSANCE TECHNOLOGIES LLC | $5.5M | 60,500 | 0.01% | 20q | -4.0%-$226.8K |
| MetLife Investment Management, LLC | $5.4M | 59,618 | 0.02% | 25q | HELD |
| Holocene Advisors, LP | $5.4M | 59,030 | 0.01% | 9q | +42.2%+$1.6M |
| Retirement Systems of Alabama | $5.3M | 58,416 | 0.02% | 14q | -18.2%-$1.2M |
| ROYAL BANK OF CANADA | $5.3M | 57,864 | 0.00% | 25q | +11.3%+$531.4K |
| FIFTH THIRD BANCORP | $5.2M | 57,640 | 0.01% | 25q | -4.2%-$226.5K |
| PRUDENTIAL FINANCIAL INC | $5.0M | 54,986 | 0.01% | 25q | +17.1%+$727.7K |
| VANGUARD ASSET MANAGEMENT, Ltd | $5.0M | 54,729 | 0.00% | 2q | -0.7%-$37.1K |
| Rafferty Asset Management, LLC | $4.9M | 54,324 | 0.01% | 25q | +17.4%+$732.3K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $4.8M | 52,836 | 0.00% | 25q | -2.9%-$141.3K |
| Quantinno Capital Management LP | $4.7M | 51,886 | 0.01% | 8q | +48.3%+$1.5M |
| GREAT LAKES ADVISORS, LLC | $4.6M | 50,668 | 0.03% | 14q | +173.4%+$2.9M |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $4.4M | 48,279 | 0.01% | 25q | -30.3%-$1.9M |
| Narwhal Capital Management | $4.3M | 47,190 | 0.30% | 6q | -5.1%-$229.7K |
| Focus Partners Wealth | $4.2M | 46,038 | 0.00% | 8q | -8.9%-$407.3K |
| STIFEL FINANCIAL CORP | $4.0M | 43,911 | 0.00% | 25q | -4.7%-$197.2K |
| REGIONS FINANCIAL CORP | $3.9M | 42,758 | 0.02% | 11q | -9.9%-$427.3K |
| DENALI ADVISORS LLC | $3.8M | 41,878 | 0.38% | new | NEW |
| Man Group plc | $3.7M | 41,277 | 0.01% | 25q | -26.5%-$1.3M |
| Watchman Group, Inc. | $3.7M | 40,846 | 0.83% | 25q | +7.6%+$263.3K |
| SEGALL BRYANT & HAMILL, LLC | $3.7M | 40,344 | 0.04% | 25q | HELD |
| Callan Family Office, LLC | $3.6M | 40,056 | 0.07% | 7q | HELD |
| Wilmington Savings Fund Society, FSB | $3.6M | 39,562 | 0.08% | 24q | -3.1%-$115.9K |
| NISA INVESTMENT ADVISORS, LLC | $3.6M | 39,387 | 0.01% | 25q | -3.0%-$109.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M incl. $1.4M options CALL+PUT | 22,240 | 0.00% | 25q | -17.6%-$738.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.2M | 35,437 | 0.00% | 25q | -10.6%-$380.8K |
Showing the largest 100 of 391 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-26 | 2026-10-23 | Material agreement entered | filing |
| 2026-10-21 | 2026-10-21 | Change of control | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 94 | $245.4M | 3,196,127 | 13 | 32 | 29 | 0.0% |
| Q2 2026 | 391 | $4.4B | 48,826,483 | 43 | 116 | 149 | 0.1% |
| Q1 2026 | 400 | $4.5B | 48,215,181 | 40 | 156 | 122 | 0.3% |
| Q4 2025 | 415 | $4.5B | 48,725,073 | 50 | 116 | 175 | 0.3% |
| Q3 2025 | 416 | $4.6B | 49,623,084 | 38 | 136 | 162 | 0.0% |
| Q2 2025 | 432 | $5.0B | 50,199,755 | 63 | 115 | 172 | 0.0% |
| Q1 2025 | 435 | $5.6B | 52,211,716 | 42 | 169 | 124 | 0.1% |
| Q4 2024 | 441 | $5.8B | 51,094,832 | 42 | 133 | 143 | 0.1% |
| Q3 2024 | 441 | $6.7B | 50,757,298 | 57 | 144 | 152 | 0.1% |
| Q2 2024 | 426 | $5.6B | 50,388,604 | 44 | 141 | 151 | 0.1% |
| Q1 2024 | 428 | $6.4B | 52,213,698 | 69 | 127 | 146 | 0.2% |
| Q4 2023 | 389 | $6.5B | 51,379,131 | 52 | 111 | 146 | 0.4% |
| Q3 2023 | 365 | $5.1B | 49,897,434 | 35 | 114 | 147 | 0.3% |
| Q2 2023 | 360 | $4.8B | 49,598,884 | 48 | 131 | 122 | 0.1% |
| Q1 2023 | 363 | $4.1B | 52,010,499 | 52 | 137 | 104 | 0.2% |
| Q4 2022 | 347 | $4.1B | 51,755,721 | 38 | 110 | 127 | 0.1% |
| Q3 2022 | 325 | $4.3B | 59,020,930 | 36 | 125 | 111 | 0.1% |
| Q2 2022 | 313 | $4.0B | 59,005,630 | 31 | 104 | 115 | 0.1% |
| Q1 2022 | 328 | $4.3B | 55,663,517 | 41 | 122 | 102 | 0.1% |
| Q4 2021 | 321 | $6.2B | 67,114,065 | 50 | 100 | 99 | 0.1% |
| Q3 2021 | 285 | $4.6B | 67,514,777 | 27 | 104 | 98 | 0.2% |
| Q2 2021 | 288 | $5.2B | 68,928,474 | 46 | 83 | 114 | 0.4% |
| Q1 2021 | 275 | $5.3B | 70,124,561 | 45 | 85 | 103 | 0.1% |
| Q4 2020 | 268 | $3.8B | 67,381,189 | 29 | 82 | 94 | 0.2% |
| Q3 2020 | 279 | $3.9B | 69,658,992 | 56 | 70 | 96 | 0.2% |
| Q2 2020 | 237 | $3.5B | 69,813,128 | 224 | 1 | 9 | 0.0% |
| Q1 2020 | 234 | $3.6B | 95,833,957 | 28 | 80 | 84 | 0.0% |
| Q4 2019 | 265 | $3.6B | 76,298,194 | 41 | 79 | 94 | 0.0% |
| Q3 2019 | 245 | $2.9B | 71,758,188 | 55 | 83 | 57 | 0.2% |
| Q2 2019 | 208 | $2.7B | 70,994,985 | 21 | 68 | 70 | 0.1% |
| Q1 2019 | 212 | $2.1B | 71,212,204 | 28 | 65 | 61 | 0.1% |
| Q4 2018 | 201 | $2.4B | 91,679,113 | 3 | 7 | 2 | 0.1% |