Ufp Industries Inc (UFPI) Ownership

112.94 ↑3.31 (3.02%)

As of December 1, 2023, 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 8.1 million shares. Combined, the top 30 institutional holders of UFPI own 68.03% of the company with a total of 42.1 million shares.

In the latest ownership report on September 30th 2023, the top 30 institutional holders increased their combined ownership of UFPI by 797 thousand shares. 8 institutions bought 2,066,720 total additional shares and increased their ownership by an average of 108.40%. However 12 institutions sold 1,269,518 total shares and decreased their ownership by an average of 6.6%.

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 797,202 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.158%	-1.243%	8,133,211	-102,347	2023-09-30
Vanguard Group Inc	11.156%	-0.370%	6,895,906	-25,581	2023-09-30
Dimensional Fund Advisors, Inc.	4.241%	-2.124%	2,621,690	-56,885	2023-09-30
State Street Corporation	3.365%	-0.756%	2,079,990	-15,843	2023-09-30
T. Rowe Price Investment Management,Inc.	3.084%	-4.102%	1,906,018	-81,529	2023-09-30
Victory Capital Management Inc.	2.565%	-17.758%	1,585,330	-342,318	2023-09-30
Kayne Anderson Rudnick Investment Management LLC	2.526%	716.657%	1,561,285	1,370,105	2023-09-30
Franklin Resources Inc	2.473%	-14.762%	1,528,807	-264,776	2023-09-30
Geode Capital Management, LLC	2.197%	2.243%	1,358,187	29,801	2023-09-30
Northern Trust Corp	1.797%	0.938%	1,111,025	10,326	2023-09-30
FMR Inc	1.640%	-18.050%	1,013,889	-223,313	2023-09-30
Allspring Global Investments Holdings, LLC	1.505%	-3.922%	930,031	-37,963	2023-09-30
Royce & Associates, LP	1.283%	19.825%	793,313	131,253	2023-09-30
T. Rowe Price Associates, Inc.	1.221%	-4.795%	754,742	-38,010	2023-09-30
Charles Schwab Investment Management Inc	1.212%	31.464%	749,259	179,323	2023-09-30
Bank of New York Mellon Corp	1.120%	-3.988%	692,375	-28,759	2023-09-30
AQR Capital Management LLC	1.099%	92.982%	679,139	327,220	2023-09-30
JPMorgan Chase & Co	1.069%	-7.320%	660,805	-52,194	2023-09-30
Goldman Sachs Group Inc	1.051%	1.949%	649,476	12,417	2023-09-30
GW&K Investment Management, LLC	0.921%	1.115%	569,018	6,275	2023-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.158%	-1.243%	8,133,211	-102,347	2023-09-30
Vanguard Group Inc	11.156%	-0.370%	6,895,906	-25,581	2023-09-30
Dimensional Fund Advisors, Inc.	4.241%	-2.124%	2,621,690	-56,885	2023-09-30
State Street Corporation	3.365%	-0.756%	2,079,990	-15,843	2023-09-30
T. Rowe Price Investment Management,Inc.	3.084%	-4.102%	1,906,018	-81,529	2023-09-30
Victory Capital Management Inc.	2.565%	-17.758%	1,585,330	-342,318	2023-09-30
Kayne Anderson Rudnick Investment Management LLC	2.526%	716.657%	1,561,285	1,370,105	2023-09-30
Franklin Resources Inc	2.473%	-14.762%	1,528,807	-264,776	2023-09-30
Geode Capital Management, LLC	2.197%	2.243%	1,358,187	29,801	2023-09-30
Northern Trust Corp	1.797%	0.938%	1,111,025	10,326	2023-09-30
FMR Inc	1.640%	-18.050%	1,013,889	-223,313	2023-09-30
Allspring Global Investments Holdings, LLC	1.505%	-3.922%	930,031	-37,963	2023-09-30
Royce & Associates, LP	1.283%	19.825%	793,313	131,253	2023-09-30
Envestnet Asset Management Inc	1.250%	531.939%	773,538	651,131	2023-03-31
T. Rowe Price Associates, Inc.	1.221%	-4.795%	754,742	-38,010	2023-09-30
Charles Schwab Investment Management Inc	1.212%	31.464%	749,259	179,323	2023-09-30
Copeland Capital Management, LLC	1.151%	23.676%	714,716	136,823	2023-03-31
Bank of New York Mellon Corp	1.120%	-3.988%	692,375	-28,759	2023-09-30
AQR Capital Management LLC	1.099%	92.982%	679,139	327,220	2023-09-30
JPMorgan Chase & Co	1.069%	-7.320%	660,805	-52,194	2023-09-30
Goldman Sachs Group Inc	1.051%	1.949%	649,476	12,417	2023-09-30
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
NORGES BANK	0.938%	-2.488%	582,460	-14,858	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 28 mutual fund holders of UFPI own 46.21% of the company with a total of 28.6 million shares.

In the latest ownership report on October 31st 2023, the top 28 fund holders increased their combined ownership of UFPI by 134 thousand shares. 5 funds bought 33,158 total additional shares and increased their ownership by an average of 0.58%. However 4 funds sold 167,098 total shares and decreased their ownership by an average of 4.3%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Ufp Industries decreased by a net total of -133,940 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	3.092%	0.036%	1,911,073	684	2023-10-31
Vanguard Total Stock Mkt Idx Inv	2.965%	0.163%	1,832,620	2,984	2023-10-31
Vanguard Small Cap Index	2.452%	0.194%	1,515,578	2,932	2023-10-31
iShares Russell 2000 ETF	2.243%	1.006%	1,386,456	13,804	2023-10-31
Vanguard Small Cap Value Index Inv	1.707%	-0.387%	1,054,931	-4,095	2023-10-31
Franklin Small Cap Value A	1.468%	-13.181%	907,664	-137,802	2023-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.404%	1.492%	867,780	12,754	2023-10-31
Allspring Special Small Cap Value A	1.087%	-3.575%	671,659	-24,900	2023-10-31
iShares Russell 2000 Value ETF	0.751%	-0.065%	464,131	-301	2023-10-31

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	3.092%	0.036%	1,911,073	684	2023-10-31
Vanguard Total Stock Mkt Idx Inv	2.965%	0.163%	1,832,620	2,984	2023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.935%	1.573%	1,813,913	28,082	2023-03-31
Vanguard Small Cap Index	2.452%	0.194%	1,515,578	2,932	2023-10-31
iShares Russell 2000 ETF	2.243%	1.006%	1,386,456	13,804	2023-10-31
Franklin Small Cap Value SMA Composite	1.996%	-10.665%	1,234,641	-147,392	2023-06-30
T. Rowe Price Small-Cap Value	1.856%	-3.540%	1,147,102	-42,100	2023-09-30
Vanguard Small Cap Value Index Inv	1.707%	-0.387%	1,054,931	-4,095	2023-10-31
Franklin US Small Cap Value Equity	1.691%	-15.322%	1,045,466	-189,175	2023-09-30
Franklin Small Cap Value A	1.468%	-13.181%	907,664	-137,802	2023-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.404%	1.492%	867,780	12,754	2023-10-31
Vanguard Extended Market Index Investor	1.381%	0.300%	854,448	2,554	2023-08-31
Victory Sycamore Small Company Opp R	1.322%	-20.293%	817,000	-208,000	2023-09-30
Victory Small Cap Value CIT (Net 75)	1.322%	-20.293%	817,000	-208,000	2023-09-30
iShares S&P Small-Cap 600 Growth ETF	1.103%	0.000%	679,922	0	2023-01-31
Allspring Special Small Cap Value A	1.087%	-3.575%	671,659	-24,900	2023-10-31
Vanguard Tax-Managed Small Cap Adm	0.918%	-0.702%	565,461	-4,000	2023-01-31
Fidelity® Small Cap Index	0.892%	2.805%	551,340	15,044	2023-08-31
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
SPDR® S&P MIDCAP 400 ETF Trust	0.820%	-2.564%	506,934	-13,337	2023-09-30
iShares Russell 2000 Value ETF	0.751%	-0.065%	464,131	-301	2023-10-31
Fidelity® Small Cap Growth	0.732%	0.000%	452,323	0	2023-08-31
DFA US Small Cap I	0.729%	-1.556%	450,474	-7,120	2023-09-30
Pacer US Small Cap Cash Cows 100 ETF	0.725%	0.103%	446,649	461	2023-02-28
DFA US Targeted Value I	0.721%	0.000%	445,831	0	2023-09-30