UFP Ownership | Who Owns UFP?

UFP Ownership Summary

UFP is owned by 91.64% institutional investors, 5.42% insiders, and 2.94% retail investors. Blackrock is the largest institutional shareholder, holding 13.93% of UFPT shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.10% of its assets in UFP shares.

UFPT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UFP	91.64%	5.42%	2.94%
Sector	Healthcare Stocks	88.01%	8.90%	3.09%
Industry	Medical Device Stocks	76.80%	8.19%	15.00%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	1.07M	13.93%	$281.21M
Neuberger berman group	670.26K	8.76%	$176.86M
Vanguard group	527.62K	6.90%	$139.22M
Renaissance	293.61K	3.84%	$77.48M
Congress asset management co /ma	281.32K	3.67%	$68.79M
State street	279.45K	3.65%	$73.74M
Wasatch advisors lp	254.29K	3.32%	$67.10M
Dimensional fund advisors lp	189.29K	2.47%	$49.95M
Altravue capital	184.72K	2.41%	$48.74M
Geode capital management	169.66K	2.22%	$44.78M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Applied fundamental research	58.83K	11.42%	$15.52M
Altravue capital	184.72K	4.84%	$48.74M
De lisle partners llp	50.97K	2.93%	$13.42M
Millington financial advisors	12.07K	1.90%	$3.27M
Mountain pacific investment advisers inc/id	93.32K	1.60%	$22.82M
Healthinvest partners ab	23.16K	1.50%	$3.17M
Ballast asset management, lp	10.47K	1.50%	$2.76M
Chatham capital group	28.23K	1.30%	$7.45M
Ranger investment management	67.82K	1.22%	$17.89M
Catalyst financial partners	26.46K	1.22%	$6.47M

Top Buyers

Holder	Shares	% Assets	Change
Boston trust walden	107.95K	0.19%	107.95K
Price t rowe associates inc /md/	106.83K	0.00%	63.70K
Franklin resources	66.05K	0.01%	55.29K
Brown capital management	53.84K	0.29%	53.84K
Fiera capital	41.00K	0.03%	41.00K

Top Sellers

Holder	Shares	% Assets	Change
Neuberger berman group	670.26K	0.15%	-83.34K
Wasatch advisors lp	254.29K	0.36%	-49.15K
Blackrock	1.07M	0.01%	-28.99K
Gw&k investment management	59.17K	0.12%	-27.95K
Wellington management group llp	20.19K	0.00%	-19.80K

New Positions

Holder	Shares	% Assets	Change	Value
Boston trust walden	107.95K	0.19%	107.95K	$26.39M
Brown capital management	53.84K	0.29%	53.84K	$14.21M
Fiera capital	41.00K	0.03%	41.00K	$10.02M
Credit agricole s a	10.00K	0.01%	10.00K	$2.64M
Marshall wace, llp	9.14K	0.00%	9.14K	$2.41M

Sold Out

Holder	Change
Mendota financial group	-1.00
Abound wealth management	-1.00
Covestor	-2.00
Systm wealth solutions	-2.00
Capital performance advisors llp	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	283	13.65%	7,032,309	0.90%	91	1.11%	147	25.64%	100	5.26%
Jun 30, 2024	246	8.85%	6,950,873	0.04%	90	1.10%	117	27.17%	93	1.09%
Mar 31, 2024	226	6.60%	6,948,002	3.95%	90	1.18%	92	8.24%	92	16.46%
Dec 31, 2023	212	0.47%	6,683,910	1.87%	87	1.19%	85	-15.84%	79	6.76%
Sep 30, 2023	211	8.21%	6,561,248	1.13%	85	1.19%	101	-5.61%	74	21.31%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	467.99K	6.10%	-
Neuberger Berman Genesis Inv	288.07K	3.75%	-68.93K
T. Rowe Price Integrated US SmCapGrEq	257.63K	3.36%	172.01K
Vanguard Total Stock Mkt Idx Inv	227.63K	2.97%	265.00
iShares Russell 2000 ETF	197.02K	2.57%	-30.00
T. Rowe Price Integrated US Sm Gr Eq	128.82K	1.68%	-
Congress Small Cap Growth Institutional	125.00K	1.63%	15.00K
Putnam Small Cap Growth A	121.90K	1.59%	8.40K
Putnam US Small Cap Growth Managed Acct	121.90K	1.59%	39.30K
Putnam US Small Cap Growth Equity	121.90K	1.59%	39.30K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 12, 2024	Holt Jason	Vice President	Sell	$50.03K
Nov 12, 2024	BAILLY R JEFFREY	CEO	Sell	$190.49K
Nov 12, 2024	BAILLY R JEFFREY	CEO	Sell	$217.92K
Nov 12, 2024	BAILLY R JEFFREY	CEO	Sell	$3.03M
Nov 12, 2024	BAILLY R JEFFREY	CEO	Sell	$222.18K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	27
2024 Q3	-	42
2024 Q2	-	-
2024 Q1	-	15
2023 Q4	2	18

UFPT Ownership FAQ

Who Owns UFP?

UFP shareholders are primarily institutional investors at 91.64%, followed by 5.42% insiders and 2.94% retail investors. The average institutional ownership in UFP's industry, Medical Device Stocks, is 76.80%, which UFP exceeds.

Who owns the most shares of UFP?

UFP’s largest shareholders are Blackrock (1.07M shares, 13.93%), Neuberger berman group (670.26K shares, 8.76%), and Vanguard group (527.62K shares, 6.90%). Together, they hold 29.59% of UFP’s total shares outstanding.

Does Blackrock own UFP?

Yes, BlackRock owns 13.93% of UFP, totaling 1.07M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 281.21M$. In the last quarter, BlackRock decreased its holdings by -28.987K shares, a -2.65% change.

Who is UFP’s biggest shareholder by percentage of total assets invested?

Applied fundamental research is UFP’s biggest shareholder by percentage of total assets invested, with 11.42% of its assets in 58.82K UFP shares, valued at 15.52M$.

Who is the top mutual fund holder of UFP shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of UFP shares, with 6.10% of its total shares outstanding invested in 467.99K UFP shares.

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