UFP Ownership | Who Owns UFP?

Overview Forecast RevenueFinancials Chart

UFP Ownership Summary

UFP is owned by 90.85% institutional investors, 5.43% insiders, and 3.72% 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 6.06% of its assets in UFP shares.

UFPT Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UFP	90.85%	5.43%	3.72%
Sector	Healthcare Stocks	46.98%	7.90%	45.12%
Industry	Medical Device Stocks	50.53%	7.92%	41.55%

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
State street	279.45K	3.65%	$73.74M
Wasatch advisors lp	254.29K	3.32%	$67.10M
Congress asset management co /ma	245.32K	3.21%	$64.73M
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	12.74K	2.33%	$3.36M
Mountain pacific investment advisers inc/id	92.74K	1.82%	$24.47M
Catalyst financial partners	27.96K	1.62%	$7.38M
Healthinvest partners ab	9.80K	1.58%	$2.59M
Ballast asset management, lp	10.47K	1.50%	$2.76M
Laurus investment counsel	9.62K	1.44%	$3.47M
Legato capital management	38.66K	1.37%	$10.20M

Top Buyers

Holder	Shares	% Assets	Change
Price t rowe associates inc /md/	106.83K	0.00%	63.70K
Congress asset management co /ma	245.32K	0.46%	59.38K
Franklin resources	66.05K	0.01%	55.29K
Brown capital management	53.84K	0.29%	53.84K
New york state common retirement fund	64.25K	0.02%	12.61K

Top Sellers

Holder	Shares	% Assets	Change
Neuberger berman group	670.26K	0.15%	-83.34K
Wasatch advisors lp	254.29K	0.36%	-49.15K
Swedbank ab	70.00K	0.02%	-30.00K
Blackrock	1.07M	0.01%	-28.99K
Wellington management group llp	20.19K	0.00%	-19.80K

New Positions

Holder	Shares	% Assets	Change	Value
Brown capital management	53.84K	0.29%	53.84K	$14.21M
Credit agricole s a	10.00K	0.01%	10.00K	$2.64M
Healthinvest partners ab	9.80K	1.58%	9.80K	$2.59M
Marshall wace, llp	9.14K	0.00%	9.14K	$2.41M
Kings path partners	6.82K	0.85%	6.82K	$1.80M

Sold Out

Holder	Change
Systm wealth solutions	-2.00
Yhb investment advisors	-49.00
Truvestments capital	-192.00
Harvest fund management	-250.00
Metropolitan life insurance co/ny	-372.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2023	195	25.00%	6,487,927	8.19%	85	1.36%	107	40.79%	61	19.61%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	465.06K	6.06%	444.00
Neuberger Berman Genesis Inv	357.00K	4.65%	-85.76K
Vanguard Total Stock Mkt Idx Inv	229.47K	2.99%	220.00
iShares Russell 2000 ETF	187.27K	2.44%	-420.00
Vanguard Institutional Extnd Mkt Idx Tr	108.47K	1.41%	1.51K
Congress Asset Mgt Small Cap Growth	105.00K	1.37%	104.73K
Congress Small Cap Growth Institutional	105.00K	1.37%	-
Wasatch Small Cap Growth Investor	94.38K	1.23%	94.38K
Wasatch Small Cap Value	92.59K	1.21%	1.81K
T. Rowe Price Integrated US Sm Gr Eq	85.63K	1.12%	-2.19K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 11, 2024	Hudson Symeria	-	Sell	$446.19K
Nov 11, 2024	Hudson Symeria	-	Sell	$220.52K
Nov 11, 2024	Hudson Symeria	-	Sell	$114.81K
Nov 08, 2024	BAILLY R JEFFREY	CEO	Sell	$261.26K
Nov 08, 2024	BAILLY R JEFFREY	CEO	Sell	$711.53K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	15
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 90.85%, followed by 5.43% insiders and 3.72% retail investors. The average institutional ownership in UFP's industry, Medical Device Stocks, is 50.53%, 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 6.06% of its total shares outstanding invested in 465.06K UFP shares.

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