UFPI
UFP Industries, Inc. · Basic Materials · Paper, Lumber & Forest Products
Momentum inputs (comparable managers):
holder breadth -4.2% ·
share flow +0.7% ·
net new positions -3.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| 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 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 7.58M | -1.5% | $688.06M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Kayne Anderson Rudnick Investment… | 2.99M | -6.2% | $271.26M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 17 | Kayne Anderson Rudnick Investment… | 2.99M | -6.2% | $271.26M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 18 | Vanguard Capital Management Llc | 2.54M | -0.1% | $230.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (passive) | 2.19M | +1.7% | $198.89M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 2.07M | +8.3% | $187.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Dimensional Fund Advisors Lp | 2.07M | +8.3% | $187.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Dimensional Fund Advisors Lp | 2.07M | +8.3% | $187.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 2.07M | +8.3% | $187.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 2.07M | +8.3% | $187.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Boston Partners | 1.83M | +1.6% | $166.20M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Boston Partners | 1.83M | +1.6% | $166.20M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Boston Partners | 1.83M | +1.6% | $166.20M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Boston Partners | 1.83M | +1.6% | $166.20M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Geode Capital Management ✦ (passive) | 1.59M | +3.1% | $144.42M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 30 | Geode Capital Management ✦ (passive) | 1.59M | +3.1% | $144.42M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.51M | +12.7% | $136.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.51M | +12.7% | $136.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.51M | +12.7% | $136.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.51M | +12.7% | $136.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 1.51M | +12.7% | $136.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | Northern Trust Corp | 1.12M | +4.0% | $101.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Northern Trust Corp | 1.12M | +4.0% | $101.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Northern Trust Corp | 1.12M | +4.0% | $101.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Northern Trust Corp | 1.12M | +4.0% | $101.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 1.12M | +4.0% | $101.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Northern Trust Corp | 1.12M | +4.0% | $101.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Northern Trust Corp | 1.12M | +4.0% | $101.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Allspring Global Investments… | 1.07M | +0.7% | $95.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Allspring Global Investments… | 1.07M | +0.7% | $95.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 45 | Charles Schwab Investment… | 795.64K | -1.9% | $72.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Charles Schwab Investment… | 795.64K | -1.9% | $72.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Franklin Resources Inc | 691.74K | -39.2% | $62.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Franklin Resources Inc | 691.74K | -39.2% | $62.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Franklin Resources Inc | 691.74K | -39.2% | $62.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Franklin Resources Inc | 691.74K | -39.2% | $62.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Franklin Resources Inc | 691.74K | -39.2% | $62.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Franklin Resources Inc | 691.74K | -39.2% | $62.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Franklin Resources Inc | 691.74K | -39.2% | $62.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Franklin Resources Inc | 691.74K | -39.2% | $62.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Norges Bank ✦ (passive) | 639.52K | New | $58.03M | 0.0% | New | 1 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 599.46K | +65.6% | $54.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 599.46K | +65.6% | $54.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 599.46K | +65.6% | $54.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 599.46K | +65.6% | $54.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 599.46K | +65.6% | $54.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 599.46K | +65.6% | $54.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 599.46K | +65.6% | $54.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 599.46K | +65.6% | $54.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 599.46K | +65.6% | $54.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | Goldman Sachs Group ✦ | 548.55K | +30.1% | $49.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | Goldman Sachs Group ✦ | 548.55K | +30.1% | $49.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | Goldman Sachs Group ✦ | 548.55K | +30.1% | $49.78M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Wells Fargo & Company/Mn | 457.78K | +23.6% | $41.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Wells Fargo & Company/Mn | 457.78K | +23.6% | $41.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Wells Fargo & Company/Mn | 457.78K | +23.6% | $41.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Wells Fargo & Company/Mn | 457.78K | +23.6% | $41.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Ameriprise Financial Inc | 446.93K | -11.9% | $40.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Ameriprise Financial Inc | 446.93K | -11.9% | $40.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 442.60K | -7.5% | $40.16M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 75 | AQR Capital Management ✦ | 442.60K | -7.5% | $40.16M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 76 | AQR Capital Management ✦ | 442.60K | -7.5% | $40.16M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 77 | AQR Capital Management ✦ | 442.60K | -7.5% | $40.16M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 78 | AQR Capital Management ✦ | 442.60K | -7.5% | $40.16M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 375.43K | -6.9% | $34.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 375.43K | -6.9% | $34.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 375.43K | -6.9% | $34.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 375.43K | -6.9% | $34.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 375.43K | -6.9% | $34.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 375.43K | -6.9% | $34.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 375.43K | -6.9% | $34.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 375.43K | -6.9% | $34.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 375.43K | -6.9% | $34.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 375.43K | -6.9% | $34.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 375.43K | -6.9% | $34.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Raymond James Financial Inc | 355.45K | -7.4% | $32.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Raymond James Financial Inc | 355.45K | -7.4% | $32.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Raymond James Financial Inc | 355.45K | -7.4% | $32.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | UBS Group AG | 340.56K | +51.5% | $30.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | UBS Group AG | 340.56K | +51.5% | $30.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | UBS Group AG | 340.56K | +51.5% | $30.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 297.54K | -1.6% | $27.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 297.54K | -1.6% | $27.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 297.54K | -1.6% | $27.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 99 | JPMorgan Chase ✦ | 297.54K | -1.6% | $27.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 100 | JPMorgan Chase ✦ | 297.54K | -1.6% | $27.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $58.03M | 0.0% |
Exited
| Marshall Wace | $6.07M | was 0.0% |
| Hrt Financial Lp | $5.38M | was 0.0% |
| Arrowstreet Capital | $1.62M | was 0.0% |
| Assenagon Asset Management… | $1.05M | was 0.0% |
| HighTower Advisors, LLC | $604,439 | was 0.0% |
| Bank Of Nova Scotia | $367,467 | was 0.0% |
| Mariner, LLC | $281,596 | was 0.0% |
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.