DaveManuel.com · Institutional Ownership · Who Owns It
UFP TECHNOLOGIES INC (UFPT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
283
Reporting holders
$2.5B
Reported value
123.0%
Of shares outstanding
0.1%
Calls
0.1%
Puts
+9
Holder change
Institutions report 9,528,804 shares against 7,745,790 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and 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. | $302.6M | 1,141,410 | 0.00% | 8q | +4.0%+$11.7M |
| CONGRESS ASSET MANAGEMENT CO | $182.3M | 687,439 | 1.12% | 16q | +31.3%+$43.5M |
| WASATCH ADVISORS LP | $181.2M | 683,262 | 1.19% | 27q | -12.1%-$24.9M |
| NEUBERGER BERMAN GROUP LLC | $142.4M | 537,038 | 0.09% | 19q | +78.7%+$62.7M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $94.7M | 357,331 | 0.01% | 13q | +45.0%+$29.4M |
| Boston Trust Walden Corp | $89.2M | 336,278 | 0.68% | 7q | +6.1%+$5.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $87.4M | 329,623 | 0.00% | 2q | +0.9%+$768.3K |
| STATE STREET CORP | $82.9M | 312,811 | 0.00% | 31q | +3.1%+$2.5M |
| AMERICAN CENTURY COMPANIES INC | $74.2M | 279,976 | 0.03% | 12q | +122.5%+$40.9M |
| UBS Group AG | $67.5M | 254,740 | 0.01% | 20q | +46.6%+$21.5M |
| Thrivent Financial for Lutherans | $63.5M | 239,388 | 0.11% | 13q | +0.9%+$560.0K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $59.2M | 223,474 | 0.02% | 10q | -1.7%-$1.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $53.3M | 200,933 | 0.00% | 31q | +5.4%+$2.7M |
| Allspring Global Investments Holdings, LLC | $52.6M | 195,720 | 0.08% | 6q | +3.1%+$1.6M |
| DIMENSIONAL FUND ADVISORS LP | $49.4M | 186,313 | 0.01% | 31q | +3.5%+$1.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $42.7M | 161,218 | 0.00% | 2q | +6.2%+$2.5M |
| AltraVue Capital, LLC | $39.1M | 147,466 | 2.82% | 31q | -4.3%-$1.7M |
| Annex Advisory Services, LLC | $34.6M | 130,481 | 0.59% | 19q | HELD |
| MORGAN STANLEY | $33.0M | 124,387 | 0.00% | 35q | -3.3%-$1.1M |
| FRANKLIN RESOURCES INC | $30.2M | 114,068 | 0.01% | 25q | +38.9%+$8.5M |
| Swedbank AB | $28.0M | 105,505 | 0.02% | 14q | -8.3%-$2.5M |
| ASHFORD CAPITAL MANAGEMENT INC | $27.8M | 105,020 | 2.99% | 5q | -2.8%-$792.7K |
| GENEVA CAPITAL MANAGEMENT LLC | $27.3M | 103,038 | 0.63% | 12q | -21.4%-$7.5M |
| ENVESTNET ASSET MANAGEMENT INC | $26.1M | 98,347 | 0.01% | 13q | -10.4%-$3.0M |
| NORTHERN TRUST CORP | $24.2M | 91,260 | 0.00% | 31q | +5.6%+$1.3M |
| GW&K Investment Management, LLC | $23.4M | 88,417 | 0.18% | 29q | +54.5%+$8.3M |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | $22.4M | 84,575 | 1.54% | 3q | +66.3%+$8.9M |
| RENAISSANCE TECHNOLOGIES LLC | $22.4M | 84,465 | 0.03% | 31q | -20.7%-$5.8M |
| Owls Nest Partners IA, LLC | $19.8M | 74,731 | 6.43% | new | NEW |
| De Lisle Partners LLP | $19.7M | 74,302 | 2.15% | 10q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.4M | 73,279 | 0.00% | 31q | -2.0%-$395.0K |
| ROYAL BANK OF CANADA | $18.1M | 68,136 | 0.00% | 31q | -13.9%-$2.9M |
| BANK OF AMERICA CORP /DE/ | $16.0M | 60,312 | 0.00% | 31q | +10.2%+$1.5M |
| OSAIC HOLDINGS, INC. | $15.5M | 58,522 | 0.02% | 26q | +0.9%+$136.8K |
| Impax Asset Management Group plc | $14.7M | 55,500 | 0.10% | 2q | HELD |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $14.6M | 55,176 | 0.12% | 21q | +34.2%+$3.7M |
| VANGUARD FIDUCIARY TRUST CO | $14.6M | 55,000 | 0.00% | 2q | +3.4%+$485.7K |
| PRINCIPAL FINANCIAL GROUP INC | $14.2M | 53,550 | 0.01% | 15q | +2.6%+$356.3K |
| NEW YORK STATE COMMON RETIREMENT FUND | $13.6M | 51,475 | 0.02% | 31q | -0.8%-$103.9K |
| BROWN CAPITAL MANAGEMENT LLC | $13.4M | 50,689 | 2.69% | 9q | -13.8%-$2.2M |
| Applied Fundamental Research, LLC | $13.4M | 50,498 | 15.84% | 23q | -4.3%-$607.1K |
| Rockefeller Capital Management L.P. | $12.3M | 46,295 | 0.02% | 6q | -29.2%-$5.1M |
| RAYMOND JAMES FINANCIAL INC | $12.2M | 46,051 | 0.00% | 7q | -14.2%-$2.0M |
| ROYCE & ASSOCIATES LP | $11.8M | 44,465 | 0.09% | 2q | +86.3%+$5.5M |
| SEI INVESTMENTS CO | $11.7M | 44,185 | 0.01% | 16q | +68.0%+$4.7M |
| Bank of New York Mellon Corp | $11.3M | 42,702 | 0.00% | 31q | +3.0%+$331.7K |
| Palisades Investment Partners, LLC | $10.3M | 38,826 | 2.93% | 9q | +3.0%+$298.3K |
| RENAISSANCE GROUP LLC | $9.9M | 37,323 | 0.40% | 6q | -15.0%-$1.7M |
| Ranger Investment Management, L.P. | $9.6M | 36,030 | 0.60% | 21q | HELD |
| Legato Capital Management LLC | $9.4M | 35,301 | 0.78% | 13q | -1.2%-$111.4K |
| RICE HALL JAMES & ASSOCIATES, LLC | $9.0M | 34,034 | 0.44% | 24q | +60.5%+$3.4M |
| FIRST TRUST ADVISORS LP | $8.2M | 30,830 | 0.00% | 11q | +10.3%+$766.0K |
| Public Sector Pension Investment Board | $7.0M | 26,572 | 0.02% | 13q | -3.7%-$272.6K |
| CATALYST FINANCIAL PARTNERS LLC | $7.0M | 26,457 | 0.70% | 13q | HELD |
| GOLDMAN SACHS GROUP INC | $6.6M | 24,986 | 0.00% | 18q | -58.2%-$9.2M |
| Invesco Ltd. | $6.4M | 24,193 | 0.00% | 26q | +0.8%+$50.9K |
| Russell Investments Group, Ltd. | $6.2M | 23,249 | 0.01% | 31q | +4.4%+$259.8K |
| Davidson Capital Management Inc. | $6.2M | 23,235 | 0.99% | 3q | +3.1%+$184.5K |
| Nuveen, LLC | $6.1M | 23,160 | 0.00% | 6q | -7.1%-$470.6K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $6.0M | 22,700 | 0.30% | 31q | HELD |
| Point72 Asset Management, L.P. | $5.7M | 21,326 | 0.01% | new | NEW |
| NICHOLAS COMPANY, INC. | $5.5M | 20,731 | 0.10% | 27q | HELD |
| RHUMBLINE ADVISERS | $4.8M | 18,048 | 0.00% | 31q | -13.4%-$741.8K |
| Legal & General Group Plc | $4.8M | 18,022 | 0.00% | 31q | +2.2%+$101.5K |
| STIFEL FINANCIAL CORP | $4.7M | 17,877 | 0.00% | 9q | -3.1%-$150.3K |
| CHATHAM CAPITAL GROUP, INC. | $4.5M | 17,034 | 0.58% | 27q | +7.3%+$307.0K |
| Bridge City Capital, LLC | $4.5M | 16,794 | 1.02% | 9q | -15.0%-$785.8K |
| LPL Financial LLC | $4.4M | 16,575 | 0.00% | 12q | -14.3%-$736.3K |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | $4.1M | 15,484 | 0.65% | 12q | -6.7%-$296.9K |
| EFG International AG | $4.0M | 15,000 | 0.07% | 3q | -1.9%-$75.2K |
| BESSEMER GROUP INC | $4.0M | 14,902 | 0.01% | 17q | HELD |
| Swiss National Bank | $3.9M | 14,700 | 0.00% | 15q | +2.1%+$79.5K |
| MARSHALL WACE, LLP | $3.6M | 13,576 | 0.00% | 2q | +21.8%+$644.8K |
| Brevan Howard Capital Management LP | $3.6M | 13,400 | 0.03% | 2q | +767.3%+$3.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $3.5M | 13,357 | 0.00% | 15q | -4.6%-$168.9K |
| ISTHMUS PARTNERS, LLC | $3.3M | 12,448 | 0.32% | 2q | +43.5%+$1.0M |
| AMERIPRISE FINANCIAL INC | $3.2M | 12,130 | 0.00% | 19q | -5.0%-$171.0K |
| JPMORGAN CHASE & CO | $3.1M | 11,579 | 0.00% | 31q | -8.2%-$281.6K |
| MML INVESTORS SERVICES, LLC | $3.0M | 11,397 | 0.01% | 8q | +16.7%+$433.0K |
| JOHNSON INVESTMENT COUNSEL INC | $2.8M | 10,401 | 0.02% | 5q | HELD |
| Diversify Advisory Services, LLC | $2.5M | 10,009 | 0.04% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $2.5M | 10,009 | 0.04% | 9q | +9.1%+$208.4K |
| WELLS FARGO & COMPANY/MN | $2.5M | 9,347 | 0.00% | 31q | -20.7%-$645.0K |
| OAK RIDGE INVESTMENTS LLC | $2.5M | 9,335 | 0.14% | 8q | +2.3%+$56.7K |
| CITADEL ADVISORS LLC | $2.4M incl. $344.7K options PUT | 7,786 | 0.00% | 13q | -59.2%-$3.5M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.4M | 8,926 | 0.00% | 31q | -2.6%-$62.6K |
| DEUTSCHE BANK AG\ | $2.3M | 8,568 | 0.00% | 34q | +21.8%+$405.9K |
| ANCHOR CAPITAL ADVISORS LLC | $2.3M | 8,550 | 0.03% | 31q | +96.0%+$1.1M |
| Susquehanna Portfolio Strategies, LLC | $2.2M | 8,478 | 0.04% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M CALL+PUT | options only | 0.00% | 16q | OPTIONS |
| Motley Fool Asset Management LLC | $2.2M | 8,254 | 0.08% | 13q | -9.6%-$232.0K |
| PRUDENTIAL FINANCIAL INC | $2.1M | 8,078 | 0.00% | 13q | +0.9%+$18.6K |
| ALLIANCEBERNSTEIN L.P. | $2.1M | 10,963 | 0.00% | 17q | +15.9%+$290.4K |
| Maridea Wealth Management LLC | $2.1M | 7,901 | 0.23% | 2q | +4.4%+$88.6K |
| Jump Financial, LLC | $2.0M | 7,639 | 0.02% | 7q | +23.8%+$389.7K |
| B. Metzler seel. Sohn & Co. AG | $2.0M | 7,475 | 0.02% | 15q | -7.1%-$150.6K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $1.8M | 6,945 | 0.05% | 7q | -13.2%-$280.2K |
| Apollon Wealth Management, LLC | $1.8M | 6,762 | 0.02% | new | NEW |
| Gibbs Wealth Management | $1.7M | 6,262 | 0.20% | 9q | -10.1%-$186.4K |
| Cetera Investment Advisers | $1.7M | 6,237 | 0.00% | 7q | -6.5%-$115.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-09 | 13G/A | Wasatch Advisors LP | 7.1% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-10 | BAILLY R JEFFREY | Executive Chairman | Sold | 13,011 | $4.1M ×3 |
| 2026-08-06 | BAILLY R JEFFREY | Executive Chairman | Sold | 10,682 | $3.4M ×2 |
| 2026-08-25 | KOZIN MARC D | Director | Sold | 7,000 | $2.1M ×2 |
| 2026-08-07 | BAILLY R JEFFREY | Executive Chairman | Sold | 5,013 | $1.6M ×2 |
| 2026-05-12 | CROTEAU DANIEL C | Director | Sold | 2,864 | $635.0K |
| 2026-08-14 | Hudson Symeria | Director | Sold | 1,926 | $625.1K |
| 2026-08-06 | Holt Jason | Vice President | Sold | 1,100 | $348.7K |
| 2026-08-13 | FELDMANN CYNTHIA L | Director | Sold | 1,000 | $324.3K |
| 2026-06-12 | FELDMANN CYNTHIA L | Director | Sold | 1,200 | $287.1K ×2 |
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 | 82 | $470.1M | 1,583,690 | 10 | 25 | 26 | 0.0% |
| Q2 2026 | 283 | $2.5B | 9,528,804 | 40 | 91 | 91 | 0.1% |
| Q1 2026 | 274 | $1.7B | 8,777,596 | 31 | 94 | 79 | 0.1% |
| Q4 2025 | 273 | $1.9B | 8,647,787 | 23 | 94 | 98 | 0.1% |
| Q3 2025 | 278 | $1.7B | 8,596,332 | 30 | 93 | 103 | 0.3% |
| Q2 2025 | 294 | $2.2B | 9,021,261 | 39 | 113 | 80 | 0.2% |
| Q1 2025 | 285 | $1.7B | 8,311,479 | 35 | 102 | 96 | 0.4% |
| Q4 2024 | 281 | $1.9B | 7,753,727 | 35 | 110 | 76 | 0.4% |
| Q3 2024 | 284 | $2.3B | 7,082,036 | 54 | 89 | 98 | 0.3% |
| Q2 2024 | 247 | $1.9B | 7,086,611 | 39 | 69 | 91 | 0.2% |
| Q1 2024 | 223 | $1.9B | 7,335,455 | 32 | 53 | 86 | 0.2% |
| Q4 2023 | 210 | $1.2B | 6,981,585 | 20 | 63 | 70 | 0.3% |
| Q3 2023 | 211 | $1.1B | 6,657,836 | 36 | 59 | 71 | 0.5% |
| Q2 2023 | 193 | $1.3B | 6,559,653 | 52 | 53 | 64 | 0.6% |
| Q1 2023 | 158 | $797.0M | 6,130,089 | 20 | 58 | 46 | 0.1% |
| Q4 2022 | 154 | $708.6M | 6,007,605 | 40 | 50 | 48 | 0.0% |
| Q3 2022 | 114 | $6.6B | 76,880,811 | 21 | 34 | 37 | 0.0% |
| Q2 2022 | 100 | $7.2B | 90,988,645 | 17 | 19 | 42 | 0.0% |
| Q1 2022 | 91 | $6.8B | 103,049,275 | 3 | 26 | 42 | 0.0% |
| Q4 2021 | 103 | $545.0M | 7,760,675 | 12 | 24 | 39 | 0.0% |
| Q3 2021 | 95 | $512.4M | 8,315,521 | 11 | 25 | 38 | 0.0% |
| Q2 2021 | 89 | $483.5M | 8,418,843 | 12 | 24 | 34 | 0.0% |
| Q1 2021 | 90 | $420.3M | 8,437,222 | 10 | 26 | 36 | 0.0% |
| Q4 2020 | 88 | $390.8M | 8,383,219 | 4 | 23 | 40 | 0.0% |
| Q3 2020 | 92 | $348.7M | 8,418,567 | 6 | 27 | 40 | 0.0% |
| Q2 2020 | 97 | $371.6M | 8,433,367 | 10 | 36 | 29 | 0.0% |
| Q1 2020 | 98 | $450.8M | 11,830,998 | 10 | 30 | 36 | 0.0% |
| Q4 2019 | 101 | $408.1M | 8,227,021 | 13 | 29 | 29 | 0.0% |
| Q3 2019 | 95 | $296.8M | 7,685,387 | 14 | 32 | 21 | 0.0% |
| Q2 2019 | 84 | $250.1M | 6,011,350 | 13 | 33 | 20 | 0.0% |
| Q1 2019 | 75 | $196.2M | 5,247,142 | 7 | 24 | 22 | 0.0% |
| Q4 2018 | 75 | $225.0M | 7,490,957 | 2 | 1 | 1 | 0.0% |