Ufp Industries Inc (UFPI) Ownership

113.68 ↓0.34 (-0.30%)

As of April 24, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Ufp Industries Inc (UFPI), owning a total of 8.5 million shares. Combined, the top 31 institutional holders of UFPI own 71.48% of the company with a total of 44 million shares.

In the latest ownership report on December 31st 2023, the top 31 institutional holders increased their combined ownership of UFPI by 1.2 million shares. 8 institutions bought 2,724,648 total additional shares and increased their ownership by an average of 26.45%. However 12 institutions sold 1,544,462 total shares and decreased their ownership by an average of 8.38%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Ufp Industries increased by a net total of 1,180,186 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.832%	4.641%	8,510,709	377,498	2023-12-31
Vanguard Group Inc	11.186%	-0.189%	6,882,889	-13,017	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	5.122%	101.863%	3,151,662	1,590,377	2023-12-31
Dimensional Fund Advisors, Inc.	3.906%	-8.331%	2,403,277	-218,413	2023-12-31
State Street Corporation	3.498%	3.479%	2,152,342	72,352	2023-12-31
T. Rowe Price Investment Management,Inc.	2.327%	-24.871%	1,431,968	-474,050	2023-12-31
Geode Capital Management, LLC	2.310%	4.640%	1,421,202	63,015	2023-12-31
Franklin Resources Inc	2.085%	-16.104%	1,282,610	-246,197	2023-12-31
Victory Capital Management Inc.	1.999%	-22.410%	1,230,057	-355,273	2023-12-31
Goldman Sachs Group Inc	1.864%	76.576%	1,146,820	497,344	2023-12-31
Northern Trust Corp	1.742%	-3.530%	1,071,801	-39,224	2023-12-31
FMR Inc	1.664%	1.005%	1,024,074	10,185	2023-12-31
Allspring Global Investments Holdings, LLC	1.446%	-4.352%	889,553	-40,478	2023-12-31
Pictet Asset Manangement SA	1.250%	-1.620%	768,928	-12,664	2023-12-31
Charles Schwab Investment Management Inc	1.225%	0.574%	753,559	4,300	2023-12-31
T. Rowe Price Associates, Inc.	1.191%	-2.904%	732,824	-21,918	2023-12-31
Royce & Associates, LP	1.138%	-11.764%	699,989	-93,324	2023-12-31
NORGES BANK	1.125%	18.813%	692,037	109,577	2023-12-31
Bank of New York Mellon Corp	1.110%	-1.388%	682,762	-9,613	2023-12-31
JPMorgan Chase & Co	1.041%	-3.071%	640,514	-20,291	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.832%	4.641%	8,510,709	377,498	2023-12-31
Vanguard Group Inc	11.186%	-0.189%	6,882,889	-13,017	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	5.122%	101.863%	3,151,662	1,590,377	2023-12-31
Dimensional Fund Advisors, Inc.	3.906%	-8.331%	2,403,277	-218,413	2023-12-31
State Street Corporation	3.498%	3.479%	2,152,342	72,352	2023-12-31
T. Rowe Price Investment Management,Inc.	2.327%	-24.871%	1,431,968	-474,050	2023-12-31
Geode Capital Management, LLC	2.310%	4.640%	1,421,202	63,015	2023-12-31
Franklin Resources Inc	2.085%	-16.104%	1,282,610	-246,197	2023-12-31
Victory Capital Management Inc.	1.999%	-22.410%	1,230,057	-355,273	2023-12-31
Goldman Sachs Group Inc	1.864%	76.576%	1,146,820	497,344	2023-12-31
Northern Trust Corp	1.742%	-3.530%	1,071,801	-39,224	2023-12-31
FMR Inc	1.664%	1.005%	1,024,074	10,185	2023-12-31
Allspring Global Investments Holdings, LLC	1.446%	-4.352%	889,553	-40,478	2023-12-31
Envestnet Asset Management Inc	1.250%	531.939%	773,538	651,131	2023-03-31
Pictet Asset Manangement SA	1.250%	-1.620%	768,928	-12,664	2023-12-31
Charles Schwab Investment Management Inc	1.225%	0.574%	753,559	4,300	2023-12-31
T. Rowe Price Associates, Inc.	1.191%	-2.904%	732,824	-21,918	2023-12-31
Copeland Capital Management, LLC	1.151%	23.676%	714,716	136,823	2023-03-31
Royce & Associates, LP	1.138%	-11.764%	699,989	-93,324	2023-12-31
NORGES BANK	1.125%	18.813%	692,037	109,577	2023-12-31
Bank of New York Mellon Corp	1.110%	-1.388%	682,762	-9,613	2023-12-31
AQR Capital Management LLC	1.099%	92.982%	679,139	327,220	2023-09-30
JPMorgan Chase & Co	1.041%	-3.071%	640,514	-20,291	2023-12-31
Loomis, Sayles & Company LP	1.005%	-24.224%	619,533	-198,050	2022-09-30
Morgan Stanley - Brokerage Accounts	0.948%	-5.023%	588,328	-31,117	2022-12-31
Millennium Management LLC	0.936%	2,120.580%	578,838	552,771	2023-03-31
Nuveen Asset Management, LLC	0.927%	0.151%	573,274	862	2023-06-30
GW&K Investment Management, LLC	0.921%	1.115%	569,018	6,275	2023-09-30
Ameriprise Financial Inc	0.812%	-0.718%	500,239	-3,617	2022-06-30
Clark Capital Management Group Inc	0.756%	36.387%	467,268	124,664	2023-06-30
Principal Financial Group Inc	0.620%	-2.769%	381,926	-10,875	2022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Ufp Industries Inc (UFPI), owning a total of 4.6 million shares. Combined, the top 32 mutual fund holders of UFPI own 47.63% of the company with a total of 29.3 million shares.

In the latest ownership report on March 28th 2024, the top 32 fund holders increased their combined ownership of UFPI by 5 thousand shares. 2 funds bought 6,875 total additional shares and increased their ownership by an average of 0.34%. However 1 funds sold 1,439 total shares and decreased their ownership by an average of 0.35%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Ufp Industries increased by a net total of 5,436 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.128%	0.000%	1,924,414	0	2024-03-28
iShares Russell 2000 ETF	2.398%	0.364%	1,475,505	5,351	2024-03-28
iShares Russell 2000 Value ETF	0.778%	0.320%	478,493	1,524	2024-03-28
iShares S&P Mid-Cap 400 Growth ETF	0.663%	-0.351%	408,177	-1,439	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	7.418%	0.000%	4,572,198	0	2023-01-31
iShares Core S&P Mid-Cap ETF	3.128%	0.000%	1,924,414	0	2024-03-28
Vanguard Total Stock Mkt Idx Inv	2.982%	-0.213%	1,834,797	-3,913	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.935%	1.573%	1,813,913	28,082	2023-03-31
Vanguard Small Cap Index	2.460%	0.933%	1,513,595	13,992	2024-02-29
iShares Russell 2000 ETF	2.398%	0.364%	1,475,505	5,351	2024-03-28
Vanguard Small Cap Value Index Inv	1.678%	0.499%	1,032,420	5,121	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.486%	0.575%	914,377	5,226	2024-02-29
Franklin US Small Cap Value Equity	1.402%	-17.503%	862,478	-182,988	2023-12-31
Franklin Small Cap Value SMA Composite	1.402%	-17.503%	862,478	-182,988	2023-12-31
Franklin Small Cap Value A	1.402%	0.000%	862,478	0	2024-02-29
Vanguard Extended Market Index Investor	1.381%	0.300%	854,448	2,554	2023-08-31
T. Rowe Price Small-Cap Value	1.232%	-33.920%	758,002	-389,100	2023-12-31
iShares S&P Small-Cap 600 Growth ETF	1.103%	0.000%	679,922	0	2023-01-31
Allspring Special Small Cap Value A	1.081%	0.000%	665,359	0	2024-02-29
Fidelity Small Cap Index	0.987%	1.614%	607,390	9,649	2024-01-31
Victory Sycamore Small Company Opp R	0.983%	-25.949%	605,000	-212,000	2023-12-31
Victory Small Cap Value CIT (Net 75)	0.983%	-25.949%	605,000	-212,000	2023-12-31
Virtus KAR Small-Cap Core I	0.980%	0.000%	602,818	0	2023-12-31
Fidelity® Small Cap Index	0.936%	2.753%	578,769	15,505	2023-10-31
Vanguard Tax-Managed Small Cap Adm	0.918%	-0.702%	565,461	-4,000	2023-01-31
T. Rowe Price QM US Small-Cap Gr Eq	0.832%	-1.479%	519,600	-7,800	2023-03-31
TRP Integrated US Small-Cap Gr Eq	0.825%	-5.484%	510,200	-29,600	2023-09-30
T. Rowe Price U.S. SC Value Eq Tr-Z	0.824%	-3.756%	509,034	-19,867	2023-09-30
T. Rowe Price Integrated US Sm Gr Eq	0.808%	-2.548%	497,200	-13,000	2023-12-31
SPDR® S&P MIDCAP 400 ETF Trust	0.802%	0.378%	493,705	1,860	2024-02-29
iShares Russell 2000 Value ETF	0.778%	0.320%	478,493	1,524	2024-03-28
Fidelity® Small Cap Growth	0.732%	0.000%	452,323	0	2023-08-31
Pacer US Small Cap Cash Cows 100 ETF	0.725%	0.103%	446,649	461	2023-02-28
DFA US Targeted Value I	0.698%	0.000%	429,456	0	2024-01-31
DFA US Small Cap I	0.672%	0.000%	413,308	0	2024-02-29
iShares S&P Mid-Cap 400 Growth ETF	0.663%	-0.351%	408,177	-1,439	2024-03-28