Ufp Industries Inc (UFPI) Ownership

134.32 ↓0.64 (-0.47%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Ufp Industries Inc (UFPI), owning a total of 8.4 million shares. Combined, the top 33 institutional holders of UFPI own 74.90% of the company with a total of 45.6 million shares.

In the latest ownership report on September 30th 2024, the top 33 institutional holders decreased their combined ownership of UFPI by 48 thousand shares. 4 institutions bought 401,723 total additional shares and increased their ownership by an average of 8.29%. However 6 institutions sold 449,933 total shares and decreased their ownership by an average of 5.37%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Ufp Industries decreased by a net total of -48,210 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.408%	-0.191%	6,927,472	-13,255	2024-09-30
Dimensional Fund Advisors, Inc.	3.262%	-7.970%	1,981,088	-171,575	2024-09-30
FMR Inc	2.693%	13.449%	1,635,577	193,891	2024-09-30
Geode Capital Management, LLC	2.517%	0.982%	1,528,221	14,857	2024-09-30
Franklin Resources Inc	2.019%	18.223%	1,225,972	188,969	2024-09-30
T. Rowe Price Investment Management,Inc.	1.831%	-15.588%	1,111,590	-205,268	2024-09-30
Northern Trust Corp	1.668%	-0.025%	1,012,614	-255	2024-09-30
Charles Schwab Investment Management Inc	1.268%	0.523%	769,841	4,006	2024-09-30
Victory Capital Management Inc.	1.238%	-3.583%	751,874	-27,941	2024-09-30
Royce & Associates, LP	1.022%	-4.853%	620,312	-31,639	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	13.837%	2.668%	8,402,704	218,318	2024-06-30
Vanguard Group Inc	11.408%	-0.191%	6,927,472	-13,255	2024-09-30
Kayne Anderson Rudnick Investment Management LLC	5.310%	0.895%	3,224,593	28,601	2024-06-30
State Street Corporation	3.643%	3.094%	2,218,928	66,586	2024-03-31
State Street Corp	3.623%	-0.859%	2,199,867	-19,061	2024-06-30
Dimensional Fund Advisors, Inc.	3.262%	-7.970%	1,981,088	-171,575	2024-09-30
FMR Inc	2.693%	13.449%	1,635,577	193,891	2024-09-30
Geode Capital Management, LLC	2.517%	0.982%	1,528,221	14,857	2024-09-30
Franklin Resources Inc	2.019%	18.223%	1,225,972	188,969	2024-09-30
T. Rowe Price Investment Management,Inc.	1.831%	-15.588%	1,111,590	-205,268	2024-09-30
Northern Trust Corp	1.668%	-0.025%	1,012,614	-255	2024-09-30
Morgan Stanley - Brokerage Accounts	1.410%	-9.898%	856,396	-94,074	2024-06-30
Allspring Global Investments Holdings, LLC	1.408%	-1.272%	855,082	-11,016	2024-06-30
NORGES BANK	1.312%	15.159%	796,943	104,906	2024-06-30
Envestnet Asset Management Inc	1.250%	531.939%	773,538	651,131	2023-03-31
Charles Schwab Investment Management Inc	1.268%	0.523%	769,841	4,006	2024-09-30
Pictet Asset Manangement SA	1.245%	-1.620%	768,928	-12,664	2023-12-31
Victory Capital Management Inc.	1.238%	-3.583%	751,874	-27,941	2024-09-30
T. Rowe Price Associates, Inc.	1.125%	-7.495%	683,250	-55,358	2024-06-30
Bank of New York Mellon Corp	1.074%	-0.285%	652,338	-1,863	2024-06-30
Royce & Associates, LP	1.022%	-4.853%	620,312	-31,639	2024-09-30
Loomis, Sayles & Company LP	1.005%	-24.224%	619,533	-198,050	2022-09-30
Amvescap Plc.	1.006%	1.688%	610,894	10,138	2024-06-30
AQR Capital Management LLC	1.002%	22.700%	608,187	112,518	2024-06-30
Millennium Management LLC	0.936%	2,120.580%	578,838	552,771	2023-03-31
Goldman Sachs Group Inc	0.929%	-11.712%	573,410	-76,066	2023-12-31
Nuveen Asset Management, LLC	0.927%	0.151%	573,274	862	2023-06-30
JPMorgan Chase & Co	0.937%	-15.168%	570,545	-102,010	2024-06-30
GW&K Investment Management, LLC	0.921%	1.115%	569,018	6,275	2023-09-30
Copeland Capital Management, LLC	0.883%	2.383%	537,937	12,521	2024-03-31
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 36 mutual fund holders of UFPI own 49.51% of the company with a total of 30.3 million shares.

In the latest ownership report on October 31st 2024, the top 36 fund holders increased their combined ownership of UFPI by 18 thousand shares. 4 funds bought 6,100 total additional shares and increased their ownership by an average of 0.17%. However 6 funds sold 24,478 total shares and decreased their ownership by an average of 0.47%.

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 -18,378 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	3.159%	0.054%	1,918,047	1,040	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.037%	-0.389%	1,843,986	-7,195	2024-10-31
iShares Russell 2000 ETF	2.573%	-0.224%	1,562,228	-3,514	2024-10-31
Vanguard Small Cap Index	2.390%	0.197%	1,451,346	2,850	2024-10-31
Vanguard Small Cap Value Index Inv	1.615%	-0.035%	980,562	-340	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.490%	-0.679%	904,944	-6,188	2024-10-31
Allspring Special Small Cap Value A	1.111%	0.000%	674,506	0	2024-10-31
Invesco S&P MidCap Quality ETF	0.895%	0.087%	543,448	470	2024-10-31
First Trust SMID Cp Rising Div Achv ETF	0.840%	0.342%	510,246	1,740	2024-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.789%	-1.451%	479,148	-7,055	2024-10-31
iShares S&P Mid-Cap 400 Growth ETF	0.626%	-0.049%	379,859	-186	2024-10-31

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	3.159%	0.054%	1,918,047	1,040	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.037%	-0.389%	1,843,986	-7,195	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.935%	1.573%	1,813,913	28,082	2023-03-31
iShares Russell 2000 ETF	2.573%	-0.224%	1,562,228	-3,514	2024-10-31
Vanguard Small Cap Index	2.390%	0.197%	1,451,346	2,850	2024-10-31
Vanguard Small Cap Value Index Inv	1.615%	-0.035%	980,562	-340	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.490%	-0.679%	904,944	-6,188	2024-10-31
Franklin Small Cap Value SMA Composite	1.397%	0.000%	862,478	0	2024-03-31
Vanguard Extended Market Index Investor	1.381%	0.300%	854,448	2,554	2023-08-31
Franklin US Small Cap Value Equity	1.183%	14.799%	718,637	92,643	2024-09-30
Franklin Small Cap Value A	1.183%	14.799%	718,637	92,643	2024-09-30
iShares S&P Small-Cap 600 Growth ETF	1.103%	0.000%	679,922	0	2023-01-31
Allspring Special Small Cap Value A	1.111%	0.000%	674,506	0	2024-10-31
Fidelity Small Cap Index	1.021%	-2.344%	619,930	-14,878	2024-08-31
Virtus KAR Small-Cap Core I	1.013%	2.024%	615,018	12,200	2024-06-30
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
Invesco S&P MidCap Quality ETF	0.895%	0.087%	543,448	470	2024-10-31
T. Rowe Price Small-Cap Value	0.874%	-0.896%	530,540	-4,796	2024-09-30
T. Rowe Price QM US Small-Cap Gr Eq	0.832%	-1.479%	519,600	-7,800	2023-03-31
First Trust SMID Cp Rising Div Achv ETF	0.840%	0.342%	510,246	1,740	2024-10-31
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
Victory Small Cap Value CIT (Net 75)	0.802%	-4.510%	487,000	-23,000	2024-09-30
Victory Sycamore Small Company Opp R	0.802%	-4.510%	487,000	-23,000	2024-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.789%	-1.451%	479,148	-7,055	2024-10-31
iShares Russell 2000 Value ETF	0.749%	-0.133%	462,745	-614	2024-05-30
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
T. Rowe Price Integrated US SmCapGrEq	0.700%	-7.684%	425,023	-35,377	2024-09-30
T. Rowe Price Integrated US Sm Gr Eq	0.700%	-2.501%	425,023	-10,901	2024-09-30
DFA US Targeted Value I	0.657%	0.000%	405,541	0	2024-04-30
DFA US Small Cap I	0.647%	0.000%	399,275	0	2024-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.631%	1.212%	384,192	4,600	2024-09-30
iShares S&P Mid-Cap 400 Growth ETF	0.626%	-0.049%	379,859	-186	2024-10-31