UFPI
UFP Industries, Inc. · Basic Materials · Paper, Lumber & Forest Products
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow -3.4% ·
net new positions +15.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 113 | -5 | 36.17M | $3.28B | +3 | −7 |
| Q1 2026 | 120 | 0 | 35.37M | $3.25B | +5 | −6 |
| Q4 2025 | 120 | 0 | 39.54M | $3.60B | +2 | −1 |
| Q3 2025 | 17 | -1 | 21.61M | $2.02B | +1 | −3 |
| Q2 2025 | 16 | +1 | 21.18M | $2.10B | +2 | −1 |
| Q1 2025 | 12 | 0 | 6.26M | $669.79M | +1 | −1 |
| Q4 2024 | 12 | -2 | 6.21M | $699.20M | — | −2 |
| Q3 2024 | 13 | +2 | 4.14M | $542.38M | +2 | — |
| Q2 2024 | 11 | — | 4.28M | $478.93M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.53M | +1.0% | $200.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.53M | +1.0% | $200.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (passive) | 741.44K | -7.0% | $97.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 636.65K | -6.8% | $83.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 636.65K | -6.8% | $83.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | AQR Capital Management ✦ | 531.96K | -12.5% | $69.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | AQR Capital Management ✦ | 531.96K | -12.5% | $69.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 531.96K | -12.5% | $69.38M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Fisher Asset Management ✦ | 283.81K | +22.3% | $37.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Renaissance Technologies ✦ | 155.00K | +14.6% | $20.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 139.18K | -17.7% | $18.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 139.18K | -17.7% | $18.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Arrowstreet Capital ✦ | 63.20K | -5.2% | $8.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Millennium Management ✦ | 21.09K | -54.7% | $2.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 19.45K | New | $2.55M | 0.0% | New | 1 | SEC ↗ |
| 16 | Marshall Wace ✦ | 12.15K | New | $1.59M | 0.0% | New | 1 | SEC ↗ |
| 17 | Marshall Wace ✦ | 12.15K | New | $1.59M | 0.0% | New | 1 | SEC ↗ |
| 18 | Bridgewater Associates ✦ | 2.34K | -88.6% | $306,769 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Gotham Asset Management ✦ | 2.08K | -76.4% | $272,917 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $2.55M | 0.0% |
| Marshall Wace | $1.59M | 0.0% |
| Marshall Wace | $1.59M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 395 holders, 47.91M shares, $4.26B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.