UFP INDUSTRIES INC UFPI
COM · Common Stock · CUSIP 90278Q108 · ISIN US90278Q1085
American materials company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $79.25. Options: 5 managers hold calls ($2.0m notional), 6 hold puts ($1.9m).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 338 |
| Q4 2022 | 348 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $2.0m | $2.2m | 1.07 |
| Q4 2022 | $2.0m | $1.9m | 0.93 |
Biggest buyers
| VICTORY CAPITAL MANAGEMENT INC | Added | +348.2k |
| WESTWOOD HOLDINGS GROUP INC | Added | +171.3k |
| BlackRock Inc. | Added | +170.4k |
| AMERICAN CENTURY COMPANIES INC | Added | +156.3k |
| PICTET ASSET MANAGEMENT SA | Added | +132.4k |
| VANGUARD GROUP INC | Added | +122.3k |
| Allspring Global Investments Holdings, LLC | Added | +110.4k |
| Assenagon Asset Management S.A. | New | +102.5k |
| DIMENSIONAL FUND ADVISORS LP | Added | +101.5k |
| Copeland Capital Management, LLC | Added | +82.0k |
Biggest sellers
| LOOMIS SAYLES & CO L P | Reduced | -262.3k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -234.3k |
| NORGES BANK | Reduced | -149.9k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -133.1k |
| CITADEL ADVISORS LLC | Reduced | -126.7k |
| AXA S.A. | Reduced | -118.9k |
| Cubist Systematic Strategies, LLC | Reduced | -103.1k |
| NFJ INVESTMENT GROUP, LLC | Reduced | -64.4k |
| PRUDENTIAL FINANCIAL INC | Reduced | -60.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -57.1k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $927.2k11.7k shares |
| PEAK6 Investments LLC | Added | $673.6k8.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $269.4k3.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $158.0k2.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| PEAK6 Investments LLC | Reduced | $958.9k12.1k shares |
| WOLVERINE TRADING, LLC | New | $380.0k4.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $317.0k4.0k shares |
| CITADEL ADVISORS LLC | Reduced | $206.1k2.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $15.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-04-28 | 12.3% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution filed 2025-05-14 | 6.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $56.1k | 1 | $900.2k | — |
| Q1 2022 | 0 | — | 3 | $3.9m | — |
| Q2 2022 | 0 | — | 2 | $3.8m | — |
| Q3 2022 | 0 | — | 4 | $4.4m | — |
| Q4 2022 | 0 | — | 0 | — | — |
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| BlackRock Inc. 0.03% of their portfolio | 10.7m $848.2m | Added +170.4k |
| VANGUARD GROUP INC 0.02% of their portfolio | 7.5m $594.5m | Added +122.3k |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 2.8m $223.4m | Added +101.5k |
| STATE STREET CORP 0.01% of their portfolio | 2.0m $160.5m | Reduced -1.0k |
| T. Rowe Price Investment Management, Inc. 0.12% of their portfolio | 1.9m $150.7m | Reduced -3.7k |
| FRANKLIN RESOURCES INC 0.08% of their portfolio | 1.9m $149.8m | Added +15.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.16% of their portfolio | 1.7m $135.9m | Added +348.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.2m $91.7m | Added +18.9k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 999.8k $79.2m | Added +32.4k |
| FMR LLC 0.01% of their portfolio | 909.6k $72.1m | Added +3.1k |
| Allspring Global Investments Holdings, LLC 0.11% of their portfolio | 793.6k $62.9m | Added +110.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 782.2k $62.0m | Reduced -40.5k |
| PICTET ASSET MANAGEMENT SA 0.08% of their portfolio | 720.6k $57.1m | Added +132.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 696.8k $55.2m | Added +11.2k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 629.7k $49.9m | Added +75.3k |
| ROYCE & ASSOCIATES LP 0.49% of their portfolio | 589.3k $46.7m | Added +28.4k |
| MORGAN STANLEY 0.01% of their portfolio | 588.3k $46.6m | Reduced -31.1k |
| NORGES BANK 0.01% of their portfolio | 582.5k $46.2m | Reduced -149.9k |
| Copeland Capital Management, LLC 1.21% of their portfolio | 577.9k $45.8m | Added +82.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 570.4k $45.2m | Added +6.0k |
| GW&K Investment Management, LLC 0.46% of their portfolio | 567.8k $45.0m | Reduced -6.1k |
| Nuveen Asset Management, LLC 0.02% of their portfolio | 565.1k $44.8m | Reduced -28.4k |
| WESTWOOD HOLDINGS GROUP INC 0.39% of their portfolio | 551.9k $43.7m | Added +171.3k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 504.2k $40.0m | Added +62.1k |
| Clark Capital Management Group, Inc. 0.32% of their portfolio | 434.0k $34.4m | Added +64.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 390.1k $30.9m | Added +8.2k |
| LOOMIS SAYLES & CO L P 0.06% of their portfolio | 357.2k $28.3m | Reduced -262.3k |
| Pacer Advisors, Inc. 0.14% of their portfolio | 354.0k $28.1m | Added +76.6k |
| Invesco Ltd. 0.01% of their portfolio | 338.1k $26.8m | Added +1.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 302.8k $24.0m | Reduced -133.1k |
| Allianz Asset Management GmbH 0.05% of their portfolio | 298.9k $23.7m | Added +78.7k |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 282.7k $22.4m | Reduced -60.4k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 251.8k $20.0m | Reduced -906 |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 240.7k $19.1m | Reduced -57.1k |
| AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio | 240.1k $19.0m | Added +156.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.49% of their portfolio | 219.5k $17.4m | Reduced -17.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 209.6k $16.6m | Added +48.1k |
| Legal & General Group Plc 0.01% of their portfolio | 182.7k $14.5m | Added +1.2k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.18% of their portfolio | 182.2k $14.4m | Added +13.9k |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH 2.39% of their portfolio | 179.8k $14.2m | Added +9.3k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 178.4k $14.1m | Added +1.9k |
| WCM INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio | 178.2k $14.1m | Reduced -3.7k |
| Ziegler Capital Management, LLC 0.59% of their portfolio | 177.6k $14.1m | Reduced -4.9k |
| UBS Group AG 0.01% of their portfolio | 177.0k $14.0m | Added +80.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio | 175.0k $13.9m | Added +51.9k |
| Capital International Investors 0.00% of their portfolio | 154.2k $12.2m | Unchanged |
| Swiss National Bank 0.01% of their portfolio | 148.8k $11.8m | Unchanged |
| Brandywine Global Investment Management, LLC 0.09% of their portfolio | 146.1k $11.6m | Reduced -4.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 141.9k $11.2m | Added +2.2k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 141.1k $11.2m | Reduced -844 |
| Fisher Asset Management, LLC 0.01% of their portfolio | 127.7k $10.1m | Reduced -13.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 122.4k $9.7m | Added +9.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 118.2k $9.3m | Reduced -4.2k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 113.7k $9.0m | Reduced -8.2k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 112.1k $8.9m | Reduced -819 |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 107.5k $8.5m | Added +18.4k |
| Assenagon Asset Management S.A. 0.03% of their portfolio | 102.5k $8.1m | New |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 101.2k $8.0m | Added +42.8k |
| Wilmington Savings Fund Society, FSB 0.32% of their portfolio | 89.0k $7.1m | Reduced -538 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 87.0k $6.9m | Reduced -4.0k |
| CITIGROUP INC 0.01% of their portfolio | 82.4k $6.5m | Added +41.3k |
| BARCLAYS PLC 0.01% of their portfolio | 81.8k $6.5m | First filing |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.10% of their portfolio | 81.4k $6.5m | Reduced -2.4k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 81.1k $6.4m | Added +846 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 78.0k $6.2m | Reduced -71 |
| ALGERT GLOBAL LLC 0.33% of their portfolio | 74.9k $5.9m | Added +8.7k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 70.5k $5.6m | Added +3.2k |
| Moran Wealth Management, LLC 0.20% of their portfolio | 66.1k $5.2m | First filing |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.04% of their portfolio | 66.0k $5.2m | Added +9.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 65.4k $5.2m | Added +7.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 65.4k $5.2m | Reduced -17.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 64.6k $5.1m | Reduced -3.3k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 64.1k $5.1m | Reduced -7.2k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 63.2k $5.0m | Reduced -476 |
| Foundry Partners, LLC 0.28% of their portfolio | 63.2k $5.0m | Added +8.9k |
| State of Tennessee, Department of Treasury 0.02% of their portfolio | 58.2k $4.6m | Reduced -954 |
| SEGALL BRYANT & HAMILL, LLC 0.05% of their portfolio | 56.8k $4.5m | Added +252 |
| Empowered Funds, LLC 0.29% of their portfolio | 55.5k $4.4m | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 55.0k $4.4m | Added +568 |
| KBC Group NV 0.02% of their portfolio | 53.1k $4.2m | Unchanged |
| MARTINGALE ASSET MANAGEMENT L P 0.08% of their portfolio | 51.8k $4.1m | Added +1.4k |
| NISA INVESTMENT ADVISORS, LLC 0.03% of their portfolio | 51.4k $4.1m | Unchanged |
| Bahl & Gaynor LLC 0.02% of their portfolio | 49.8k $3.9m | Added +6 |
| ClariVest Asset Management LLC 0.19% of their portfolio | 49.6k $3.9m | Reduced -151 |
| Watchman Group, Inc. 2.03% of their portfolio | 46.5k $3.7m | Added +417 |
| NFJ INVESTMENT GROUP, LLC 0.09% of their portfolio | 45.5k $3.6m | Reduced -64.4k |
| State of Alaska, Department of Revenue 0.04% of their portfolio | 42.9k $3.4m | Added +240 |
| COMERICA BANK 0.03% of their portfolio | 42.2k $3.6m | Reduced -10.7k |
| Man Group plc 0.01% of their portfolio | 41.9k $3.3m | Reduced -12.3k |
| YOUSIF CAPITAL MANAGEMENT, LLC 0.04% of their portfolio | 41.5k $3.3m | Reduced -10.8k |
| TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio | 41.4k $3.3m | Reduced -2.9k |
| HANTZ FINANCIAL SERVICES, INC. 0.09% of their portfolio | 38.0k $3.0m | Added +869 |
| Aptus Capital Advisors, LLC 0.09% of their portfolio | 36.2k $2.9m | Added +3.8k |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 36.0k $2.8m | Added +370 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 36.0k $2.9m | Added +2.7k |
| AXA S.A. 0.01% of their portfolio | 34.9k $2.8m | Reduced -118.9k |
| Bridge City Capital, LLC 1.40% of their portfolio | 34.6k $2.7m | Reduced -248 |
| DUNCKER STREETT & CO INC 0.66% of their portfolio | 34.4k $2.7m | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 34.4k $2.7m | Added +3.6k |
| Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio | 34.3k $2.7m | Added +1.9k |