UFP Industries Ownership 2024 | Who Owns UFP Industries Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

30.34%

Insider Ownership

2.06%

Retail Ownership

67.61%

Institutional Holders

281.00

UFP Industries Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.14.20%0.02%8,402,704218,3182.67%941,102,844Jun 30, 2024
VANGUARD GROUP INC11.73%0.01%6,940,72765,3210.95%777,361,424Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.45%0.88%3,224,59328,6010.89%361,154,516Jun 30, 2024
STATE STREET CORP3.72%0.01%2,199,867-19,061-0.86%246,385,104,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.64%0.06%2,152,663-135,998-5.94%241,089,948Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.56%0.01%1,513,36458,5784.03%169,527,849Jun 30, 2024
FMR LLC2.44%0.01%1,441,68630,6082.17%161,468,827Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.2.23%0.09%1,316,858-25,708-1.91%147,489,000Jun 30, 2024
FRANKLIN RESOURCES INC1.75%0.04%1,037,003-314,022-23.24%116,144,336Jun 30, 2024
NORTHERN TRUST CORP1.71%0.02%1,012,86936,6753.76%113,441,328,000Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC1.45%0.16%855,082-11,016-1.27%95,769,184Jun 30, 2024
NORGES BANK1.35%0.01%796,943796,943100.00%89,257,616Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC1.32%0.09%779,815-396,980-33.73%87,339,333Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.29%0.02%765,8354,6880.62%85,773,520Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/1.15%0.01%683,250-55,358-7.49%76,525,000Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.10%0.01%652,338-1,863-0.28%73,061,823Jun 30, 2024
ROYCE & ASSOCIATES LP1.10%0.68%651,951-19,366-2.88%73,018,512Jun 30, 2024
INVESCO LTD.1.03%0.01%610,89410,1381.69%68,420,128Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC1.03%0.10%608,187112,51822.70%67,593,936Jun 30, 2024
JPMORGAN CHASE & CO0.96%0.01%570,545-102,010-15.17%63,901,040Jun 30, 2024

UFP Industries's largest institutional shareholder is BLACKROCK INC., holding 14.20% of the company's total share outstanding, currently valued at $941.10M. The top 10 institutional shareholders own together 49.42% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HENRICKSON NAUTA WEALTH ADVISORS, INC.0.42%11.91%249,121-3,772-1.49%27,901,552Jun 30, 2024
WINMILL & CO. INC0.12%2.76%72,30072,300100.00%8,097,600Jun 30, 2024
NORTH POINT PORTFOLIO MANAGERS CORP/OH0.20%2.35%119,352-289-0.24%13,367,387Jun 30, 2024
BRIDGE CITY CAPITAL, LLC0.08%1.70%45,1718,92524.62%5,059,152Jun 30, 2024
ADVANTAGE ALPHA CAPITAL PARTNERS LP0.12%1.67%68,3963,9246.09%7,659,620Jun 30, 2024
QSV EQUITY INVESTORS LLC0.02%1.48%12,638-73-0.57%1,415,456Jun 30, 2024
WATCHMAN GROUP, INC.0.07%1.46%40,710-300-0.73%4,559,520Jun 30, 2024
DE LISLE PARTNERS LLP0.09%1.26%51,554--5,771,470Jun 30, 2024
COPELAND CAPITAL MANAGEMENT, LLC0.91%1.13%540,6822,7450.51%60,556,420Jun 30, 2024
IRONWOOD INVESTMENT MANAGEMENT LLC0.03%0.92%15,364650.42%1,720,768Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC5.45%0.88%3,224,59328,6010.89%361,154,516Jun 30, 2024
YORKTOWN MANAGEMENT & RESEARCH CO INC0.01%0.76%6,300--705,600Jun 30, 2024
ROYCE & ASSOCIATES LP1.10%0.68%651,951-19,366-2.88%73,018,512Jun 30, 2024
VIRTUS INVESTMENT ADVISERS, INC.0.01%0.61%6,467--724,304Jun 30, 2024
HARFST & ASSOCIATES, INC.0.04%0.60%22,8486272.82%2,558,976Jun 30, 2024
SUMMERHAVEN INVESTMENT MANAGEMENT, LLC0.01%0.57%7,7321301.71%865,984Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.20%0.50%115,54958,724103.34%12,941,000Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.33%0.46%192,513-7,314-3.66%21,561,456Jun 30, 2024
GW&K INVESTMENT MANAGEMENT, LLC0.72%0.44%428,650-15,164-3.42%48,009,000Jun 30, 2024
UNIQUE WEALTH STRATEGIES, LLC0.01%0.35%6,057--745,072Jun 30, 2024

The largest UFP Industries shareholder by % of total assets is HENRICKSON NAUTA WEALTH ADVISORS, INC.. The company owns 249.12K shares of UFP Industries (UFPI), representing 11.91% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.35%0.01%796,943796,943100.00%89,257,616Jun 30, 2024
BLACKROCK INC.14.20%0.02%8,402,704218,3182.67%941,102,844Jun 30, 2024
WASATCH ADVISORS LP0.86%0.30%508,762176,74253.23%56,981,344Jun 30, 2024
AMERIPRISE FINANCIAL INC0.71%0.01%417,620163,09464.08%46,769,071Jun 30, 2024
FISHER ASSET MANAGEMENT, LLC0.39%0.01%231,997117,086101.89%25,983,663Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC1.03%0.10%608,187112,51822.70%67,593,936Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.19%0.07%110,196110,196100.00%12,341,952Jun 30, 2024
FIRST TRUST ADVISORS LP0.82%0.06%484,43179,68319.69%54,256,272Jun 30, 2024
WINMILL & CO. INC0.12%2.76%72,30072,300100.00%8,097,600Jun 30, 2024
VANGUARD GROUP INC11.73%0.01%6,940,72765,3210.95%777,361,424Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.20%0.50%115,54958,724103.34%12,941,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.56%0.01%1,513,36458,5784.03%169,527,849Jun 30, 2024
F/M INVESTMENTS LLC0.09%0.22%53,82653,826100.00%6,028,272Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.19%0.00%113,32653,68390.01%12,692,512Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.10%0.04%56,96642,341289.51%6,380,142Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.0.13%0.02%78,56137,18889.88%8,798,832Jun 30, 2024
NORTHERN TRUST CORP1.71%0.02%1,012,86936,6753.76%113,441,328,000Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.39%0.01%233,00633,90117.03%26,096,672Jun 30, 2024
HOLOCENE ADVISORS, LP0.05%0.01%31,70131,701100.00%3,550,512Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.01%30,91330,913100.00%3,462,256Jun 30, 2024

As of Jun 30 2024, UFP Industries's largest institutional buyer is NORGES BANK. The company purchased 796.94K stocks of UFPI, valued at $89.26M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VICTORY CAPITAL MANAGEMENT INC1.32%0.09%779,815-396,980-33.73%87,339,333Jun 30, 2024
FRANKLIN RESOURCES INC1.75%0.04%1,037,003-314,022-23.24%116,144,336Jun 30, 2024
GOLDMAN SACHS GROUP INC0.40%0.00%235,961-211,820-47.30%26,427,630Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.64%0.06%2,152,663-135,998-5.94%241,089,948Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.08%0.00%46,544-122,236-72.42%5,212,928Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----110,936-100.00%-Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.11%0.01%66,628-110,836-62.46%7,462,000Jun 30, 2024
BANK OF AMERICA CORP /DE/0.33%0.00%194,141-109,423-36.05%21,743,792Jun 30, 2024
JPMORGAN CHASE & CO0.96%0.01%570,545-102,010-15.17%63,901,040Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.11%0.02%63,909-84,413-56.91%7,157,808Jun 30, 2024
UBS GROUP AG0.08%0.00%47,621-78,657-62.29%5,333,552Jun 30, 2024
BARCLAYS PLC0.11%0.00%65,069-67,287-50.84%7,287,000Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----61,208-100.00%-Jun 30, 2024
PRICE T ROWE ASSOCIATES INC /MD/1.15%0.01%683,250-55,358-7.49%76,525,000Jun 30, 2024
MORGAN STANLEY0.72%0.00%428,198-47,037-9.90%47,958,282Jun 30, 2024
ALGERT GLOBAL LLC0.01%0.02%6,197-37,762-85.90%694,000Jun 30, 2024
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC0.28%0.20%164,365-28,865-14.94%18,408,880Jun 30, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.----27,273-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----25,949-100.00%-Jun 30, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.2.23%0.09%1,316,858-25,708-1.91%147,489,000Jun 30, 2024

As of Jun 30 2024, UFP Industries's biggest institutional seller is VICTORY CAPITAL MANAGEMENT INC. The company sold -0.40M shares of UFPI, valued at $87.34M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.35%0.01%796,943796,943100.00%89,257,616Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.19%0.07%110,196110,196100.00%12,341,952Jun 30, 2024
WINMILL & CO. INC0.12%2.76%72,30072,300100.00%8,097,600Jun 30, 2024
F/M INVESTMENTS LLC0.09%0.22%53,82653,826100.00%6,028,272Jun 30, 2024
HOLOCENE ADVISORS, LP0.05%0.01%31,70131,701100.00%3,550,512Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.01%30,91330,913100.00%3,462,256Jun 30, 2024
OMERS ADMINISTRATION CORP0.03%0.02%17,20017,200100.00%1,926,400Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.02%0.01%10,72710,727100.00%1,201,424Jun 30, 2024
ENGINEERS GATE MANAGER LP0.02%0.03%10,41010,410100.00%1,165,920Jun 30, 2024
ATRIA INVESTMENTS, INC0.02%0.01%9,7109,710100.00%1,087,581Jun 30, 2024
HARDY REED LLC0.01%0.07%6,2256,225100.00%697,200Jun 30, 2024
PETRUS TRUST COMPANY, LTA0.01%0.05%4,9014,901100.00%548,912Jun 30, 2024
JUMP FINANCIAL, LLC0.01%0.01%4,9004,900100.00%548,800Jun 30, 2024
CONGRESS WEALTH MANAGEMENT LLC / DE /0.01%0.01%4,3154,315100.00%483,280Jun 30, 2024
ISAM FUNDS (UK) LTD0.01%0.32%3,8023,802100.00%425,824Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP0.01%0.03%3,4133,413100.00%382,256Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.01%0.00%3,1253,125100.00%349,968Jun 30, 2024
BUCKINGHAM STRATEGIC WEALTH, LLC0.01%0.00%3,0393,039100.00%340,422Jun 30, 2024
NVERSES CAPITAL, LLC0.00%0.17%2,6002,600100.00%291,200Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP0.00%0.05%2,4612,461100.00%275,632Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.00%0.04%2,3532,353100.00%263,536Jun 30, 2024
0.00%0.01%2,1502,150100.00%240,798Jun 30, 2024
SMITH SHELLNUT WILSON LLC /ADV0.00%0.11%2,0692,069100.00%231,728Jun 30, 2024
POINT72 (DIFC) LTD0.00%0.01%2,0522,052100.00%229,775Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.0.00%0.04%2,0302,030100.00%227,360Jun 30, 2024
CHOREO, LLC0.00%0.00%1,9751,975100.00%217,945Jun 30, 2024
NOMURA HOLDINGS INC0.00%0.00%1,9081,908100.00%213,696Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC0.00%0.02%1,8881,888100.00%211,456Jun 30, 2024
GSA CAPITAL PARTNERS LLP0.00%0.01%1,8651,865100.00%209,000Jun 30, 2024
INCEPTIONR LLC0.00%0.06%1,8121,812100.00%202,944Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.0.00%0.03%1,3951,395100.00%156,227Jun 30, 2024
IBEX WEALTH ADVISORS0.00%0.02%1,2701,270100.00%142,244Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC0.00%0.03%499499100.00%55,898Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.01%202202100.00%22,624Jun 30, 2024
CONCORD WEALTH PARTNERS0.00%0.00%100100100.00%11,200Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%6969100.00%7,540Jun 30, 2024
PARKSIDE FINANCIAL BANK & TRUST0.00%0.00%4747100.00%5,264Jun 30, 2024
JANICZEK WEALTH MANAGEMENT, LLC0.00%0.00%4040100.00%4,480Jun 30, 2024
ADDISON ADVISORS LLC0.00%0.00%3535100.00%3,920Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%3434100.00%3,808Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP--1616100.00%1,792Jun 30, 2024
CVA FAMILY OFFICE, LLC-0.00%77100.00%784Jun 30, 2024

UFP Industries's largest new institutional shareholder by number of shares is NORGES BANK, purchased 796.94K shares, valued at $89.26M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
AMERICAN INTERNATIONAL GROUP, INC.----110,936-100.00%-Jun 30, 2024
TUDOR INVESTMENT CORP ET AL----61,208-100.00%-Jun 30, 2024
ROCKEFELLER CAPITAL MANAGEMENT L.P.----27,273-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----25,949-100.00%-Jun 30, 2024
SQUAREPOINT OPS LLC----9,288-100.00%-Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP----8,052-100.00%-Jun 30, 2024
ALBERTA INVESTMENT MANAGEMENT CORP----7,700-100.00%-Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP----6,949-100.00%-Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.----5,546-100.00%-Jun 30, 2024
WINTON GROUP LTD----5,488-100.00%-Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----5,422-100.00%-Jun 30, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S----5,105-100.00%-Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.----4,828-100.00%-Jun 30, 2024
CURATED WEALTH PARTNERS LLC----4,488-100.00%-Jun 30, 2024
MQS MANAGEMENT LLC----4,475-100.00%-Jun 30, 2024
ADVISORSHARES INVESTMENTS LLC----4,053-100.00%-Jun 30, 2024
HRT FINANCIAL LP----3,966-100.00%-Jun 30, 2024
CENTIVA CAPITAL, LP----3,854-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----3,154-100.00%-Jun 30, 2024
INTEGRATED ADVISORS NETWORK LLC----2,933-100.00%-Jun 30, 2024
XTX TOPCO LTD----2,922-100.00%-Jun 30, 2024
TWO SIGMA SECURITIES, LLC----2,581-100.00%-Jun 30, 2024
ALPHAMARK ADVISORS, LLC----2,425-100.00%-Jun 30, 2024
OLYMPIAD RESEARCH LP----2,220-100.00%-Jun 30, 2024
FOURTHOUGHT FINANCIAL PARTNERS, LLC----2,214-100.00%-Jun 30, 2024
WOLVERINE TRADING, LLC----2,200-100.00%-Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC----2,131-100.00%-Jun 30, 2024
MML INVESTORS SERVICES, LLC----1,947-100.00%-Jun 30, 2024
VERDENCE CAPITAL ADVISORS LLC----1,939-100.00%-Jun 30, 2024
ALTUS WEALTH GROUP LLC----1,860-100.00%-Jun 30, 2024
CIBC ASSET MANAGEMENT INC----1,740-100.00%-Jun 30, 2024
STEPHENS INC /AR/----1,716-100.00%-Jun 30, 2024
RHS FINANCIAL, LLC----1,680-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----720-100.00%-Jun 30, 2024
COLONIAL TRUST CO / SC----234-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----192-100.00%-Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC----101-100.00%-Jun 30, 2024
GROUP ONE TRADING, L.P.----63-100.00%-Jun 30, 2024
DENALI ADVISORS LLC----15-100.00%-Jun 30, 2024
HARBOR INVESTMENT ADVISORY, LLC----11-100.00%-Jun 30, 2024
TFO-TDC, LLC----3-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----3-100.00%-Jun 30, 2024

UFP Industries's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -0.11M shares, valued at -, as of undefined.

UFP Industries Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
SCHRODER GLOBAL SERIES TRUST1.49%3,040--Jan 31, 2021
ALLIED ASSET ADVISORS FUNDS1.23%13,90010,180273.66%Feb 29, 2024
FRANKLIN VALUE INVESTORS TRUST0.25%944,279--Jan 31, 2024
FRANKLIN VALUE INVESTORS TRUST0.23%862,478-45,186-4.98%Jan 31, 2024
Copeland Trust0.23%12,7814,12447.64%Feb 29, 2024
T. Rowe Price Quantitative Management Funds, Inc.0.16%519,5957,1181.39%Mar 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.16%11,640--Sep 30, 2022
T. Rowe Price Small-Cap Value Fund, Inc.0.15%1,207,400--Mar 31, 2024
Vanguard Montgomery Funds0.15%36,198--Mar 31, 2024
SPDR S&P MIDCAP 400 ETF TRUST0.13%505,3824,2680.85%Mar 28, 2024
Manager Directed Portfolios0.11%18,325--Jan 31, 2024
BNY MELLON INDEX FUNDS, INC.0.11%141,918--Apr 30, 2022
Vanguard Montgomery Funds0.10%24,829--Mar 31, 2024
Voya VARIABLE PRODUCTS TRUST0.09%32,201--Mar 31, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.09%38,223-2,748-6.71%Jan 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.09%668,502-89,500-11.81%Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.0.08%89,460--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.08%40,435--Mar 31, 2024
ROYCE FUND0.08%500,004-7,337-1.45%Mar 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.07%43,811--Mar 31, 2024
VIRTUS EQUITY TRUST0.07%602,818--Mar 28, 2024
STATE STREET INSTITUTIONAL FUNDS0.07%57,717--Mar 31, 2024
ROYCE CAPITAL FUND0.07%25,437-9,840-27.89%Mar 31, 2024
Voya VARIABLE PRODUCTS TRUST0.07%24,073--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VI0.06%342,621137,67967.18%Mar 31, 2024
VALUED ADVISERS TRUST0.06%56,477--Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.06%254,124--Feb 29, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.06%10,767--Mar 28, 2024
Vericimetry Funds0.05%4,870-200-3.94%Mar 31, 2024
ROYCE VALUE TRUST, INC.0.05%41,841-21,183-33.61%Mar 31, 2024
Voya EQUITY TRUST0.05%73,660--Feb 29, 2024
CORNERCAP GROUP OF FUNDS /VA/0.05%3,420--Sep 30, 2022
VICTORY PORTFOLIOS0.04%1,258,291--Mar 31, 2024
Federated Hermes Index Trust0.04%8,431-554-6.17%Jan 31, 2024
Voya EQUITY TRUST0.04%52,627--Feb 29, 2024
Manager Directed Portfolios0.03%4,790--Jan 31, 2024
VANGUARD ADMIRAL FUNDS0.03%125,961-1,288-1.01%Feb 29, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.03%855--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.03%232,192--Mar 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.03%17,572--Feb 29, 2024
HENNESSY FUNDS TRUST0.03%56,000--Jan 31, 2024
FIDELITY CAPITAL TRUST0.03%285,800-51,500-15.27%Jan 31, 2024
HENNESSY FUNDS TRUST0.02%49,200--Jan 31, 2024
VALUED ADVISERS TRUST0.02%22,956-10,882-32.16%Jan 31, 2024
VICTORY PORTFOLIOS0.02%721,500-25,100-3.36%Mar 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.02%62,940--Jan 31, 2024
Fidelity Commonwealth Trust II0.02%130,741--Aug 31, 2023
WASATCH FUNDS TRUST0.02%171,727--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%10,208--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%105,353-4,095-3.74%Mar 31, 2024
TrimTabs ETF Trust0.02%10,6474,96287.28%Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%97,146--Mar 31, 2024
LEUTHOLD FUNDS INC0.02%30,847--Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%8,951-182-1.99%Mar 31, 2024
OBERWEIS FUNDS0.01%14,700--Mar 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.01%8,8445196.23%Feb 29, 2024
ROYCE VALUE TRUST, INC.0.01%11,284--Mar 31, 2024
VANGUARD EXPLORER FUND0.01%171,423-15,336-8.21%Jan 31, 2024
VANGUARD HORIZON FUNDS0.01%315,145-56,425-15.19%Mar 31, 2024
Calvert Responsible Index Series, Inc.0.01%21,392--Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.01%304,390--Jan 31, 2024
VANGUARD INDEX FUNDS0.01%5,273,723-917,499-14.82%Mar 31, 2024
VANGUARD INDEX FUNDS0.01%5,020,843--Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS0.01%9,135-2,612-22.24%Mar 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.01%5,657--Mar 31, 2024
TIMOTHY PLAN0.01%51,280--Mar 31, 2024
VICTORY VARIABLE INSURANCE FUNDS0.01%5,139--Mar 31, 2024
VANGUARD EXPLORER FUND0.01%121,801--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%36,648-3,021-7.62%Jan 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%21,526--Mar 31, 2024
John Hancock Exchange-Traded Fund Trust0.01%52,1645161.00%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%32,686--Jan 31, 2024
Bernstein Fund Inc0.01%69,020--Mar 31, 2024
FIDELITY DEVONSHIRE TRUST0.01%80,654-17,620-17.93%Jan 31, 2024
SARATOGA ADVANTAGE TRUST0.01%470--Feb 29, 2024
FIRST TRUST VARIABLE INSURANCE TRUST0.01%36,204--Mar 28, 2024
Calvert Variable Products, Inc.0.01%19,732--Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.01%177,040--Jan 31, 2024
ROYCE CAPITAL FUND0.01%2,700--Mar 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.01%5,144-70-1.34%Sep 30, 2023
BNY Mellon Strategic Funds, Inc.0.01%15,406--Mar 31, 2024
DIMENSIONAL INVESTMENT GROUP INC0.01%95,400--Jan 31, 2024
VANGUARD SPECIALIZED FUNDS0.01%354,7142660.08%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%1,356--Mar 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%1,326--Mar 31, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.01%3,15290140.03%Sep 30, 2020
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.01%12,625-1,520-10.75%Mar 31, 2024
AMG FUNDS0.01%156,523--Mar 28, 2024
SSGA FUNDS0.01%2,295--Feb 29, 2024
FIDELITY COMMONWEALTH TRUST0.01%16,2062481.55%Feb 29, 2024
Bernstein Fund Inc0.01%43,837-2,450-5.29%Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%414,87799,73031.65%Jan 31, 2024
PUTNAM INVESTMENT FUNDS0.00%24,069--Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%199,759-11,429-5.41%Jan 31, 2024
SCHWAB CAPITAL TRUST0.00%199,269--Feb 29, 2024
SMALLCAP WORLD FUND INC0.00%333,295--Mar 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%188,167-5,896-3.04%Mar 31, 2024
RANGER FUNDS INVESTMENT TRUST0.00%171171-Apr 30, 2020
AMG FUNDS0.00%127,414-4,521-3.43%Mar 28, 2024
John Hancock Exchange-Traded Fund Trust0.00%26,234--Jan 31, 2024

UFP Industries's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 3.04K shares, compromising 1.49% of its total assets.

UFP Industries Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24281-34.65%
31 Mar, 244309.97%
31 Dec, 233916.54%
30 Sep, 233670.27%
30 Jun, 23366-1.61%
31 Mar, 233724.79%
31 Dec, 223553.80%
30 Sep, 223425.56%
30 Jun, 22324-4.71%
31 Mar, 223403.03%
31 Dec, 2133011.86%
30 Sep, 21295-1.01%
30 Jun, 212986.43%
31 Mar, 212802.94%
31 Dec, 20272-3.55%
30 Sep, 2028218.99%
30 Jun, 202372270.00%
31 Mar, 2010900.00%
31 Dec, 191-
30 Sep, 191-
30 Jun, 191-
31 Mar, 191-
31 Dec, 181-
30 Sep, 181-
30 Jun, 181-
31 Mar, 181-
31 Dec, 171-
30 Sep, 171-
30 Jun, 171-
31 Mar, 171-
31 Dec, 161-
30 Sep, 161-
30 Jun, 161-
31 Mar, 161-

As of 30 Jun 24, 281 institutions are holding UFP Industries's shares, representing a decrease of -34.65% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2417,953,336-63.93%
31 Mar, 2449,777,846-1.10%
31 Dec, 2350,332,1061.84%
30 Sep, 2349,420,4190.21%
30 Jun, 2349,318,194-2.76%
31 Mar, 2350,717,591-2.08%
31 Dec, 2251,795,1061.29%
30 Sep, 2251,133,9520.85%
30 Jun, 2250,701,559-1.01%
31 Mar, 2251,216,4821.45%
31 Dec, 2150,482,3480.43%
30 Sep, 2150,268,5450.29%
30 Jun, 2150,123,731-0.15%
31 Mar, 2150,197,3081.74%
31 Dec, 2049,338,913-0.54%
30 Sep, 2049,605,354-0.16%
30 Jun, 2049,683,6355147.06%
31 Mar, 20946,88566629.03%
31 Dec, 191,419-
30 Sep, 191,419-
30 Jun, 191,419-
31 Mar, 191,41928.65%
31 Dec, 181,10348.25%
30 Sep, 18744-
30 Jun, 18744-
31 Mar, 18744-
31 Dec, 17744200.00%
30 Sep, 17248-
30 Jun, 17248-
31 Mar, 17248-
31 Dec, 16248-
30 Sep, 16248-
30 Jun, 16248396.00%
31 Mar, 1650-

UFP Industries (UFPI) has 17.95M shares outstanding as of 30 Jun 24, down -63.93% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2430.34%0.43%
31 Mar, 2484.12%1.26%
31 Dec, 2381.68%1.19%
30 Sep, 2383.01%1.21%
30 Jun, 2382.71%1.16%
31 Mar, 2384.60%1.14%
31 Dec, 2286.07%1.18%
30 Sep, 2285.39%1.20%
30 Jun, 2284.21%1.18%
31 Mar, 2284.31%1.20%
31 Dec, 2183.72%1.20%
30 Sep, 2183.46%1.20%
30 Jun, 2183.25%1.19%
31 Mar, 2183.68%1.23%
31 Dec, 2082.36%1.20%
30 Sep, 2082.95%1.20%
30 Jun, 2083.16%3362.46%
31 Mar, 201.57%27754816.67%
31 Dec, 190.00%41712.50%
30 Sep, 190.00%41633.33%
30 Jun, 190.00%41495.83%
31 Mar, 190.00%71733.33%
31 Dec, 180.00%124425.00%
30 Sep, 180.00%83250.00%
30 Jun, 180.00%83075.00%
31 Mar, 180.00%84341.67%
31 Dec, 170.00%753075.00%
30 Sep, 170.00%246550.00%
30 Jun, 170.00%251925.00%
31 Mar, 170.00%250775.00%
31 Dec, 160.00%247025.00%
30 Sep, 160.00%249150.00%
30 Jun, 160.00%4946100.00%
31 Mar, 160.00%-

As of 30 Jun 24, UFP Industries is held by 30.34% institutional shareholders, representing a 0.43% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24126-40.85%
31 Mar, 2421323.84%
31 Dec, 231728.18%
30 Sep, 23159-15.87%
30 Jun, 23189-4.55%
31 Mar, 2319811.86%
31 Dec, 22177-0.56%
30 Sep, 2217817.88%
30 Jun, 22151-14.69%
31 Mar, 221772.91%
31 Dec, 2117221.99%
30 Sep, 211414.44%
30 Jun, 21135-1.46%
31 Mar, 2113719.13%
31 Dec, 20115-14.81%
30 Sep, 20135-40.00%
30 Jun, 202252400.00%
31 Mar, 209-
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--100.00%
31 Mar, 191-
31 Dec, 181-
30 Sep, 18--
30 Jun, 18--
31 Mar, 18--100.00%
31 Dec, 171-
30 Sep, 17--
30 Jun, 17--
31 Mar, 17--
31 Dec, 16--
30 Sep, 16--100.00%
30 Jun, 161-
31 Mar, 161-

126 institutional shareholders have increased their position in UFPI stock as of 30 Jun 24 compared to 213 in the previous quarter (a -40.85% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 24103-33.12%
31 Mar, 24154-2.53%
31 Dec, 231581.28%
30 Sep, 2315622.83%
30 Jun, 2312713.39%
31 Mar, 23112-14.50%
31 Dec, 221318.26%
30 Sep, 22121-2.42%
30 Jun, 221248.77%
31 Mar, 221145.56%
31 Dec, 211083.85%
30 Sep, 21104-11.86%
30 Jun, 211185.36%
31 Mar, 21112-1.75%
31 Dec, 201148.57%
30 Sep, 201051212.50%
30 Jun, 208-
31 Mar, 20--
31 Dec, 19--
30 Sep, 19--
30 Jun, 19--
31 Mar, 19--
31 Dec, 18--
30 Sep, 18--
30 Jun, 18--
31 Mar, 18--
31 Dec, 17--
30 Sep, 17--
30 Jun, 17--
31 Mar, 17--
31 Dec, 16--
30 Sep, 16--
30 Jun, 16--
31 Mar, 16--

103 institutional shareholders have reduced their position in UFPI stock as of 30 Jun 24 compared to 154 in the previous quarter (a -33.12% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24281-34.65%17,953,336-63.93%30.34%0.43%126-40.85%103-33.12%
31 Mar, 244309.97%49,777,846-1.10%84.12%1.26%21323.84%154-2.53%
31 Dec, 233916.54%50,332,1061.84%81.68%1.19%1728.18%1581.28%
30 Sep, 233670.27%49,420,4190.21%83.01%1.21%159-15.87%15622.83%
30 Jun, 23366-1.61%49,318,194-2.76%82.71%1.16%189-4.55%12713.39%
31 Mar, 233724.79%50,717,591-2.08%84.60%1.14%19811.86%112-14.50%
31 Dec, 223553.80%51,795,1061.29%86.07%1.18%177-0.56%1318.26%
30 Sep, 223425.56%51,133,9520.85%85.39%1.20%17817.88%121-2.42%
30 Jun, 22324-4.71%50,701,559-1.01%84.21%1.18%151-14.69%1248.77%
31 Mar, 223403.03%51,216,4821.45%84.31%1.20%1772.91%1145.56%
31 Dec, 2133011.86%50,482,3480.43%83.72%1.20%17221.99%1083.85%
30 Sep, 21295-1.01%50,268,5450.29%83.46%1.20%1414.44%104-11.86%
30 Jun, 212986.43%50,123,731-0.15%83.25%1.19%135-1.46%1185.36%
31 Mar, 212802.94%50,197,3081.74%83.68%1.23%13719.13%112-1.75%
31 Dec, 20272-3.55%49,338,913-0.54%82.36%1.20%115-14.81%1148.57%
30 Sep, 2028218.99%49,605,354-0.16%82.95%1.20%135-40.00%1051212.50%
30 Jun, 202372270.00%49,683,6355147.06%83.16%3362.46%2252400.00%8-
31 Mar, 2010900.00%946,88566629.03%1.57%27754816.67%9---
31 Dec, 191-1,419-0.00%41712.50%----
30 Sep, 191-1,419-0.00%41633.33%----
30 Jun, 191-1,419-0.00%41495.83%--100.00%--
31 Mar, 191-1,41928.65%0.00%71733.33%1---
31 Dec, 181-1,10348.25%0.00%124425.00%1---
30 Sep, 181-744-0.00%83250.00%----
30 Jun, 181-744-0.00%83075.00%----
31 Mar, 181-744-0.00%84341.67%--100.00%--
31 Dec, 171-744200.00%0.00%753075.00%1---
30 Sep, 171-248-0.00%246550.00%----
30 Jun, 171-248-0.00%251925.00%----
31 Mar, 171-248-0.00%250775.00%----
31 Dec, 161-248-0.00%247025.00%----
30 Sep, 161-248-0.00%249150.00%--100.00%--
30 Jun, 161-248396.00%0.00%4946100.00%1---
31 Mar, 161-50-0.00%-1---

UFP Industries Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 14, 2024Benton Patrick M.officer Pres, UFP Construction, LLCS-SaleSell346$115.22$39.87K97,383
Jun 13, 2024Benton Patrick M.officer Pres, UFP Construction, LLCS-SaleSell11,725$115.27$1.35M97,729

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024MERINO BRUCE Adirector-A-AwardSell268$126.20$33.82K7,375
Jun 14, 2024Benton Patrick M.officer Pres, UFP Construction, LLCS-SaleSell346$115.22$39.87K97,383
Jun 13, 2024Benton Patrick M.officer Pres, UFP Construction, LLCS-SaleSell11,725$115.27$1.35M97,729

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 05, 2024Wooldridge Michael G.director-A-AwardBuy308--29,035
Aug 05, 2024Wooldridge Michael G.director-A-AwardBuy134$126.20$16.91K16,407
Aug 05, 2024WALKER BRIAN Cdirector-A-AwardBuy267--30,989
Aug 05, 2024Tuuk Kuras Marydirector-A-AwardBuy298$126.20$37.61K20,056
Aug 05, 2024Rhodes Thomas Waynedirector-A-AwardBuy474--62,017
Aug 05, 2024MERINO BRUCE Adirector-A-AwardSell268$126.20$33.82K7,375
Aug 05, 2024McLean Benjamin J.director-A-AwardBuy267--11,113
Aug 05, 2024CURRIE WILLIAM Gdirector-A-AwardBuy268--35,993
Aug 05, 2024Budden Joan Adirector-A-AwardBuy289--18,491
Jul 31, 2024Worthington Scott Aofficer President, UFP Packaging, LLCA-AwardBuy11--16,008
Jul 31, 2024Tutas David A.officer Chief Comp Off, Gen Csl, SectyA-AwardBuy7--18,402
Jul 31, 2024COLE MICHAEL Rofficer Chief Financial OfficerA-AwardBuy11--31,037
Jul 31, 2024Benton Patrick M.officer Pres, UFP Construction, LLCA-AwardBuy11--10,878
Jul 02, 2024Worthington Scott Aofficer President, UFP Packaging, LLCA-AwardBuy13--15,952
Jul 02, 2024Tutas David A.officer Chief Comp Off, Gen Csl, SectyA-AwardBuy8--18,340
Jul 02, 2024COLE MICHAEL Rofficer Chief Financial OfficerA-AwardBuy13--30,937
Jul 02, 2024Benton Patrick M.officer Pres, UFP Construction, LLCA-AwardBuy13--10,835
Jun 14, 2024Benton Patrick M.officer Pres, UFP Construction, LLCS-SaleSell346$115.22$39.87K97,383
Jun 13, 2024Benton Patrick M.officer Pres, UFP Construction, LLCS-SaleSell11,725$115.27$1.35M97,729
Jun 03, 2024Worthington Scott Aofficer President, UFP Packaging, LLCA-AwardBuy12--15,939

The last insider sell of UFP Industries's stock was made by MERINO BRUCE A on Aug 05 2024, selling 268 shares at $126.20 per share (valued at $33.82K).

UFP Industries Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20244--
Q2 2024226366.67%
Q1 20244632143.75%
Q4 20233318183.33%
Q3 20232221100.00%
Q2 2023237328.57%
Q1 20235321252.38%
Q4 20223713284.62%
Q3 2022418512.50%
Q2 2022495980.00%
Q1 20226718372.22%
Q4 20214018222.22%
Q3 20212612600.00%
Q2 2021245480.00%
Q1 20215412450.00%
Q4 20204316268.75%
Q3 20202910290.00%
Q2 2020294725.00%
Q1 20206111554.55%
Q4 2019525889.66%

4 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by UFP Industries's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024-6-
Q1 2024-2-
Q4 2023-5-
Q3 2023-2-
Q2 2023-6-
Q1 2023-6-
Q4 2022---
Q3 2022-6-
Q2 2022-5-
Q1 2022-6-
Q4 202122100.00%
Q3 2021-1-
Q2 2021-5-
Q1 2021-6-
Q4 2020---
Q3 2020-10-
Q2 2020-3-
Q1 202011100.00%
Q4 2019-38-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of UFP Industries's stocks.

UFP Industries Peer Ownership


TickerCompany
SSDSimpson Manufacturing Co., Inc.
WFGWest Fraser Timber Co. Ltd.

UFPI Ownership FAQ


UFP Industries is owned by institutional shareholders (30.34%), insiders (2.06%), and public (67.61%). The largest institutional shareholder of UFP Industries is BLACKROCK INC. (14.20% of total shares) and the top mutual fund owner is SCHRODER GLOBAL SERIES TRUST (1.49% of total shares).

UFP Industries's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, STATE STREET CORP, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 38.73% of the company's share outstanding.

As of Jun 2024, there are 281 institutional shareholders of UFP Industries.

BLACKROCK INC owns 8.4M shares of UFP Industries, representing 14.20% of the company's total shares outstanding, valued at $941.1M (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 6.94M shares of UFP Industries (UFPI), compromising 11.73% of the company, valued at $777.36M.

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC is the third largest holder of UFP Industries. The company owns 3.22M of the company's shares outstanding (worth $361.15M).