Who owns UFP Industries (UFPI)
Which tracked institutional funds hold UFPI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UFPI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
64 tracked funds added or opened UFPI while 99 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
UFPI’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UFPI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in UFPI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 362 tracked filers holding UFPI, 167 increased or opened the position and 226 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in UFPI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- Public Sector Pension Investment Board$9M
- ExodusPoint Capital Management, LP$7M
- DENALI ADVISORS LLC$4M
- Jupiter Topco LLC$2M
- RBF Capital, LLC$2M
- Verition Fund Management LLC$1M
Full exits 40
- T. Rowe Price Investment Management, Inc.$78M
- GW&K Investment Management, LLC$19M
- Aptus Capital Advisors, LLC$10M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$6M
- LORD, ABBETT & CO. LLC$6M
- MARSHALL WACE, LLP$6M
Largest adds
- BlackRock, Inc.$60M
- GENDELL JEFFREY L$34M
- MORGAN STANLEY$21M
- TWO SIGMA INVESTMENTS, LP$18M
- Qube Research & Technologies Ltd$16M
- FMR LLC$14M
Largest trims
- WASATCH ADVISORS LP$61M
- FRANKLIN RESOURCES INC$42M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$22M
- NORGES BANK$15M
- BARCLAYS PLC$12M
- JANE STREET GROUP, LLC$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,582,797 | $688M | 16.4% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 3,341,840 | $303M | 7.2% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 2,989,380 | $271M | 6.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,540,879 | $231M | 5.5% | 2026-Q2 |
| STATE STREET CORP added | 2,191,851 | $199M | 4.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,071,608 | $188M | 4.5% | 2026-Q2 |
| Boston Partners added | 1,831,941 | $166M | 4.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,591,284 | $144M | 3.4% | 2026-Q2 |
| FMR LLC added | 1,505,294 | $137M | 3.3% | 2026-Q2 |
| WASATCH ADVISORS LP trimmed | 1,394,340 | $127M | 3.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,121,718 | $102M | 2.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 1,067,123 | $95M | 2.3% | 2026-Q2 |
| River Road Asset Management, LLC trimmed | 889,187 | $81M | 1.9% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 823,589 | $75M | 1.8% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 795,640 | $72M | 1.7% | 2026-Q2 |
| GENDELL JEFFREY L added | 751,340 | $68M | 1.6% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 691,735 | $63M | 1.5% | 2026-Q2 |
| NORGES BANK trimmed | 639,521 | $58M | 1.4% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC added | 614,335 | $56M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 599,460 | $54M | 1.3% | 2026-Q2 |
| Copeland Capital Management, LLC added | 578,310 | $52M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 548,554 | $50M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 457,779 | $42M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 446,926 | $41M | 1.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 442,597 | $40M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 375,432 | $34M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 374,588 | $34M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 355,449 | $32M | 0.8% | 2026-Q2 |
| UBS Group AG added | 340,564 | $31M | 0.7% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 297,886 | $27M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 297,540 | $27M | 0.7% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 292,579 | $27M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 281,345 | $26M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 258,326 | $23M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 246,674 | $22M | 0.5% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 232,613 | $21M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 225,430 | $20M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 215,537 | $20M | 0.5% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 196,394 | $18M | 0.4% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 196,094 | $18M | 0.4% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 168,562 | $15M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 159,878 | $15M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 135,335 | $12M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 128,836 | $12M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 122,256 | $11M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 121,751 | $11M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH added | 117,527 | $11M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 116,533 | $11M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 113,950 | $10M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 110,935 | $10M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 110,726 | $10M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 105,786 | $10M | 0.2% | 2026-Q2 |
| BARCLAYS PLC trimmed | 105,390 | $10M | 0.2% | 2026-Q2 |
| Public Sector Pension Investment Board new | 98,839 | $9M | 0.2% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 96,966 | $9M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 95,451 | $9M | 0.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 91,272 | $8M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 84,622 | $8M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 84,113 | $8M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 83,492 | $8M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 83,001 | $8M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 82,360 | $7M | 0.2% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC added | 81,104 | $7M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 81,061 | $7M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 80,574 | $7M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC added | 76,859 | $7M | 0.2% | 2026-Q2 |
| Creative Planning added | 75,161 | $7M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 74,882 | $7M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 73,685 | $7M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 70,628 | $6M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 65,381 | $6M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 61,478 | $6M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 60,500 | $5M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 59,618 | $5M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 59,030 | $5M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 58,416 | $5M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 57,864 | $5M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 57,640 | $5M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 54,986 | $5M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 54,729 | $5M | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 54,324 | $5M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 52,836 | $5M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 51,886 | $5M | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC added | 50,668 | $5M | 0.1% | 2026-Q2 |
| Narwhal Capital Management trimmed | 47,190 | $4M | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 46,038 | $4M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 43,911 | $4M | 0.1% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 42,758 | $4M | 0.1% | 2026-Q2 |
| DENALI ADVISORS LLC new | 41,878 | $4M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 41,277 | $4M | 0.1% | 2026-Q2 |
| Watchman Group, Inc. added | 40,846 | $4M | 0.1% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 40,344 | $4M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 40,056 | $4M | 0.1% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB trimmed | 39,562 | $4M | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC trimmed | 39,387 | $4M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 35,437 | $3M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 34,735 | $3M | 0.1% | 2026-Q2 |
| Bridge City Capital, LLC trimmed | 34,440 | $3M | 0.1% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 34,035 | $3M | 0.1% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 32,294 | $3M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.