| 5.293% |
| 0.84% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.5M | $230.6M | -0.1% | 4.499% | 0.00% |
| 5 | STATE STREET CORP | 2.2M | $198.9M | +1.7% | 3.881% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $188.0M | +8.3% | 3.668% | 0.03% |
| 7 | Boston Partners | 1.8M | $166.2M | +1.6% | 3.244% | 0.15% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1.6M | $144.4M | +3.1% | 2.817% | 0.01% |
| 9 | FMR LLC | 1.5M | $136.6M | +12.7% | 2.665% | 0.01% |
| 10 | WASATCH ADVISORS LP | 1.4M | $126.5M | -31.6% | 2.469% | 0.83% |
| 11 | NORTHERN TRUST CORP | 1.1M | $101.8M | +4.0% | 1.986% | 0.01% |
| 12 | Allspring Global Investments Holdings, LLC | 1.1M | $95.1M | +0.7% | 1.889% | 0.15% |
| 13 | River Road Asset Management, LLC | 889K | $80.7M | -0.1% | 1.574% | 0.90% |
| 14 | ROYCE & ASSOCIATES LP | 824K | $74.7M | -0.1% | 1.458% | 0.60% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 796K | $72.2M | -1.9% | 1.409% | 0.01% |
| 16 | GENDELL JEFFREY L | 751K | $68.2M | +100.0% | 1.330% | 0.60% |
| 17 | FRANKLIN RESOURCES INC | 692K | $62.8M | -39.2% | 1.225% | 0.01% |
| 18 | NORGES BANK | 640K | $58.0M | — | 1.132% | 0.01% |
| 19 | DEPRINCE RACE & ZOLLO INC | 614K | $55.7M | +6.0% | 1.088% | 0.94% |
| 20 | MORGAN STANLEY | 599K | $54.4M | +65.6% | 1.061% | 0.00% |
| 21 | Copeland Capital Management, LLC | 578K | $52.5M | +34.5% | 1.024% | 1.08% |
| 22 | GOLDMAN SACHS GROUP INC | 549K | $49.8M | +30.1% | 0.971% | 0.00% |
| 23 | WELLS FARGO & COMPANY/MN | 458K | $41.5M | +23.6% | 0.810% | 0.01% |
| 24 | AMERIPRISE FINANCIAL INC | 447K | $40.6M | -11.9% | 0.791% | 0.01% |
| 25 | AQR CAPITAL MANAGEMENT LLC | 443K | $40.2M | -7.4% | 0.784% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UFPI — a direct measure of their conviction.
| 84.96% |
| +1.02 pp |
| $5.13B |
| 2.4% |
| Q4 2024 | 430 | +0.5% | 83.94% | +3.06 pp | $5.26B | 13% |
| Q3 2024 | 428 | — | 80.88% | — | $6.02B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
38 institutions opened new positions in UFPI during Q2 2026, while 48 fully exited. 111 added to existing positions and 221 trimmed.
UFPI institutional ownership rose by 1.06 percentage points quarter-over-quarter, with a net change of -8 holders.
The top 10 institutions account for 56.9% of all reported 13F value in UFPI, and the top 25 account for 78.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
UFP Industries, Inc. (UFPI) Institutional Ownership