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 6.14% 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 | 49.73% | 8.84% | 41.43% |
| Industry | Medical Device Stocks | 53.39% | 8.20% | 38.41% |
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 |
|---|---|
| Covestor | -2.00 |
| Systm wealth solutions | -2.00 |
| Innealta capital | -8.00 |
| Triad wealth partners | -19.00 |
| Yhb investment advisors | -49.00 |
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 | 471.32K | 6.14% | 234.00 |
| Neuberger Berman Genesis Inv | 357.00K | 4.65% | -85.76K |
| Vanguard Total Stock Mkt Idx Inv | 228.26K | 2.97% | -1.22K |
| iShares Russell 2000 ETF | 201.49K | 2.63% | -420.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 108.06K | 1.41% | -415.00 |
| Congress Asset Mgt Small Cap Growth | 105.00K | 1.37% | 104.73K |
| Congress Small Cap Growth Institutional | 105.00K | 1.37% | - |
| Putnam Small Cap Growth A | 97.30K | 1.27% | 14.70K |
| Wasatch Small Cap Growth Investor | 94.38K | 1.23% | 94.38K |
| Wasatch Small Cap Value | 92.59K | 1.21% | 1.81K |
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
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