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Institutional Ownership · SEC Form 13F

Who owns UFP Technologies (UFPT)


Which tracked institutional funds hold UFPT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UFPT 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.

259
Institutional holders
9M
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on UFPT is one-sided between 2026-Q1 and 2026-Q2: 114 added or opened and 29 trimmed or exited — on balance accumulating.

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

UFPT’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 UFPT more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in UFPT 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 259 tracked filers holding UFPT, 131 increased or opened the position and 143 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

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 UFPT 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 8

  • Owls Nest Partners IA, LLC$20M
  • Point72 Asset Management, L.P.$6M
  • Diversify Advisory Services, LLC$2M
  • Apollon Wealth Management, LLC$2M
  • SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$887K
  • Jupiter Topco LLC$882K

Full exits 23

  • Thrivent Financial for Lutherans$46M
  • GW&K Investment Management, LLC$11M
  • PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$4M
  • JANUS HENDERSON GROUP PLC$4M
  • ExodusPoint Capital Management, LP$3M
  • BESSEMER GROUP INC$3M

Largest adds

  • BlackRock, Inc.$148M
  • NEUBERGER BERMAN GROUP LLC$84M
  • CONGRESS ASSET MANAGEMENT CO$81M
  • AMERICAN CENTURY COMPANIES INC$50M
  • PRICE T ROWE ASSOCIATES INC /MD/$47M
  • UBS Group AG$34M

Largest trims

  • GOLDMAN SACHS GROUP INC$5M
  • BALYASNY ASSET MANAGEMENT L.P.$3M
  • CITADEL ADVISORS LLC$2M
  • TWO SIGMA INVESTMENTS, LP$712K
  • XTX Topco Ltd$556K
  • Rockefeller Capital Management L.P.$384K

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added1,141,410$303M12.8%2026-Q2
CONGRESS ASSET MANAGEMENT CO added687,439$182M7.7%2026-Q2
WASATCH ADVISORS LP trimmed683,262$181M7.6%2026-Q2
NEUBERGER BERMAN GROUP LLC added537,038$142M6.0%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added357,331$95M4.0%2026-Q2
Boston Trust Walden Corp added336,278$89M3.8%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added329,623$87M3.7%2026-Q2
STATE STREET CORP added312,811$83M3.5%2026-Q2
AMERICAN CENTURY COMPANIES INC added279,976$74M3.1%2026-Q2
UBS Group AG added254,740$68M2.8%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed223,474$59M2.5%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added200,933$53M2.2%2026-Q2
Allspring Global Investments Holdings, LLC added195,720$53M2.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP added186,313$49M2.1%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added161,218$43M1.8%2026-Q2
AltraVue Capital, LLC trimmed147,466$39M1.6%2026-Q2
Annex Advisory Services, LLC added130,481$35M1.5%2026-Q2
MORGAN STANLEY trimmed124,387$33M1.4%2026-Q2
FRANKLIN RESOURCES INC added114,068$30M1.3%2026-Q2
Swedbank AB trimmed105,505$28M1.2%2026-Q2
ASHFORD CAPITAL MANAGEMENT INC trimmed105,020$28M1.2%2026-Q2
GENEVA CAPITAL MANAGEMENT LLC trimmed103,038$27M1.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed98,347$26M1.1%2026-Q2
NORTHERN TRUST CORP added91,260$24M1.0%2026-Q2
NEUMEIER POMA INVESTMENT COUNSEL LLC added84,575$22M0.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed84,465$22M0.9%2026-Q2
Owls Nest Partners IA, LLC new74,731$20M0.8%2026-Q2
De Lisle Partners LLP74,302$20M0.8%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed73,279$19M0.8%2026-Q2
ROYAL BANK OF CANADA trimmed68,136$18M0.8%2026-Q2
BANK OF AMERICA CORP /DE/ added60,312$16M0.7%2026-Q2
OSAIC HOLDINGS, INC. added58,522$16M0.7%2026-Q2
Impax Asset Management Group plc55,500$15M0.6%2026-Q2
Diamond Hill Capital Management, LLC (Investment Advisor) added55,176$15M0.6%2026-Q2
VANGUARD FIDUCIARY TRUST CO added55,000$15M0.6%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added53,550$14M0.6%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND trimmed51,475$14M0.6%2026-Q2
BROWN CAPITAL MANAGEMENT LLC trimmed50,689$13M0.6%2026-Q2
Applied Fundamental Research, LLC trimmed50,498$13M0.6%2026-Q2
Rockefeller Capital Management L.P. trimmed46,295$12M0.5%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed46,051$12M0.5%2026-Q2
ROYCE & ASSOCIATES LP added44,465$12M0.5%2026-Q2
SEI INVESTMENTS CO added44,185$12M0.5%2026-Q2
Bank of New York Mellon Corp added42,702$11M0.5%2026-Q2
Palisades Investment Partners, LLC added38,826$10M0.4%2026-Q2
RENAISSANCE GROUP LLC trimmed37,323$10M0.4%2026-Q2
Ranger Investment Management, L.P. added36,030$10M0.4%2026-Q2
Legato Capital Management LLC trimmed35,301$9M0.4%2026-Q2
RICE HALL JAMES & ASSOCIATES, LLC added34,034$9M0.4%2026-Q2
FIRST TRUST ADVISORS LP added30,830$8M0.3%2026-Q2
Public Sector Pension Investment Board trimmed26,572$7M0.3%2026-Q2
CATALYST FINANCIAL PARTNERS LLC trimmed26,457$7M0.3%2026-Q2
GOLDMAN SACHS GROUP INC trimmed24,986$7M0.3%2026-Q2
Invesco Ltd. added24,193$6M0.3%2026-Q2
Russell Investments Group, Ltd. added23,249$6M0.3%2026-Q2
Davidson Capital Management Inc. added23,235$6M0.3%2026-Q2
Nuveen, LLC trimmed23,160$6M0.3%2026-Q2
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.22,700$6M0.3%2026-Q2
Point72 Asset Management, L.P. added21,326$6M0.2%2026-Q2
NICHOLAS COMPANY, INC. added20,731$5M0.2%2026-Q2
RHUMBLINE ADVISERS trimmed18,048$5M0.2%2026-Q2
Legal & General Group Plc added18,022$5M0.2%2026-Q2
STIFEL FINANCIAL CORP trimmed17,877$5M0.2%2026-Q2
CHATHAM CAPITAL GROUP, INC. added17,034$5M0.2%2026-Q2
Bridge City Capital, LLC trimmed16,794$4M0.2%2026-Q2
LPL Financial LLC trimmed16,575$4M0.2%2026-Q2
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC trimmed15,484$4M0.2%2026-Q2
EFG International AG trimmed15,000$4M0.2%2026-Q2
Swiss National Bank added14,700$4M0.2%2026-Q2
MARSHALL WACE, LLP added13,576$4M0.2%2026-Q2
Brevan Howard Capital Management LP added13,400$4M0.1%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed13,357$4M0.1%2026-Q2
ISTHMUS PARTNERS, LLC added12,448$3M0.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed12,130$3M0.1%2026-Q2
JPMORGAN CHASE & CO trimmed11,579$3M0.1%2026-Q2
MML INVESTORS SERVICES, LLC added11,397$3M0.1%2026-Q2
ALLIANCEBERNSTEIN L.P. added10,963$2M0.1%2026-Q2
JOHNSON INVESTMENT COUNSEL INC10,401$3M0.1%2026-Q2
DIVERSIFY WEALTH MANAGEMENT, LLC added10,009$2M0.1%2026-Q2
Diversify Advisory Services, LLC added10,009$2M0.1%2026-Q2
WELLS FARGO & COMPANY/MN trimmed9,347$2M0.1%2026-Q2
OAK RIDGE INVESTMENTS LLC added9,335$2M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed8,926$2M0.1%2026-Q2
DEUTSCHE BANK AG\ added8,568$2M0.1%2026-Q2
Susquehanna Portfolio Strategies, LLC added8,478$2M0.1%2026-Q2
Motley Fool Asset Management LLC trimmed8,254$2M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC added8,078$2M0.1%2026-Q2
Maridea Wealth Management LLC added7,901$2M0.1%2026-Q2
CITADEL ADVISORS LLC trimmed7,786$2M0.1%2026-Q2
Jump Financial, LLC added7,639$2M0.1%2026-Q2
B. Metzler seel. Sohn & Co. AG trimmed7,475$2M0.1%2026-Q2
LEVEL FOUR ADVISORY SERVICES, LLC trimmed6,945$2M0.1%2026-Q2
Apollon Wealth Management, LLC new6,762$2M0.1%2026-Q2
Cetera Investment Advisers trimmed6,237$2M0.1%2026-Q2
TRUIST FINANCIAL CORP trimmed6,178$2M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added5,523$1M0.1%2026-Q2
Pathstone Holdings, LLC trimmed5,348$1M0.1%2026-Q2
KORNITZER CAPITAL MANAGEMENT INC /KS trimmed5,168$1M0.1%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM added5,014$1M0.1%2026-Q2
CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed4,851$1M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership