Vault-13

UFP INDUSTRIES INC UFPI

COM · Common Stock · CUSIP 90278Q108 · ISIN US90278Q1085

American materials company

348 institutional holders +10 vs Q3 2022
51,735,43351.7m shares reported held*
$4.1bnreported value*
37 new 123 added 134 reduced 32 sold out net bought ≈ $37.3m (+471.2k shares)

* 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

0200400Q3 22: 338Q4 22: 348348Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022338
Q4 2022348

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 22 calls: $2.0mQ3 22 puts: $2.2mQ3 22P/C 1.07Q4 22 calls: $2.0mQ4 22 puts: $1.9mQ4 22P/C 0.93
Numbers
QuarterCallsPutsP/C
Q3 2022$2.0m$2.2m1.07
Q4 2022$2.0m$1.9m0.93

Biggest buyers

VICTORY CAPITAL MANAGEMENT INC Added +348,158+348.2k
WESTWOOD HOLDINGS GROUP INC Added +171,252+171.3k
BlackRock Inc. Added +170,365+170.4k
AMERICAN CENTURY COMPANIES INC Added +156,272+156.3k
PICTET ASSET MANAGEMENT SA Added +132,391+132.4k
VANGUARD GROUP INC Added +122,349+122.3k
Allspring Global Investments Holdings, LLC Added +110,395+110.4k
Assenagon Asset Management S.A. New +102,463+102.5k
DIMENSIONAL FUND ADVISORS LP Added +101,530+101.5k
Copeland Capital Management, LLC Added +82,037+82.0k

Biggest sellers

LOOMIS SAYLES & CO L P Reduced -262,283-262.3k
MILLENNIUM MANAGEMENT LLC Reduced -234,280-234.3k
NORGES BANK Reduced -149,927-149.9k
RENAISSANCE TECHNOLOGIES LLC Reduced -133,100-133.1k
CITADEL ADVISORS LLC Reduced -126,656-126.7k
AXA S.A. Reduced -118,900-118.9k
Cubist Systematic Strategies, LLC Reduced -103,067-103.1k
NFJ INVESTMENT GROUP, LLC Reduced -64,420-64.4k
PRUDENTIAL FINANCIAL INC Reduced -60,379-60.4k
GOLDMAN SACHS GROUP INC Reduced -57,144-57.1k

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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-28 12.3% 7.5m≈ $678.4m 2025-04-28
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13G · institution filed 2025-05-14 6.2% 3.7m≈ $340.0m 2025-05-14
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 5.9% new 3.3m≈ $302.3m 2026-04-29
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.3% new 3.0m≈ $271.2m 2026-04-30

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)

BuyingSelling
404Q1 21: 0 buyingQ1 21: 0 sellingQ2 21: 0 buyingQ2 21: 0 sellingQ2 21Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 1 buyingQ4 21: 1 sellingQ4 21Q1 22: 0 buyingQ1 22: 3 sellingQ2 22: 0 buyingQ2 22: 2 sellingQ2 22Q3 22: 0 buyingQ3 22: 4 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q1 20210—0——
Q2 20210—0——
Q3 20210—0——
Q4 20211$56.1k1$900.2k—
Q1 20220—3$3.9m—
Q2 20220—2$3.8m—
Q3 20220—4$4.4m—
Q4 20220—0——

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.03% of their portfolio New York, NY 10,703,13610.7m $848.2m $848.2m 0.03% Added +170.4k +170,365
2 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 7,501,1067.5m $594.5m $594.5m 0.02% Added +122.3k +122,349
3 DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio AUSTIN, TX 2,818,7202.8m $223.4m $223.4m 0.08% Added +101.5k +101,530
4 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,025,8022.0m $160.5m $160.5m 0.01% Reduced -1.0k -1,006
5 T. Rowe Price Investment Management, Inc. 0.12% of their portfolio BALTIMORE, MD 1,901,4641.9m $150.7m $150.7m 0.12% Reduced -3.7k -3,653
6 FRANKLIN RESOURCES INC 0.08% of their portfolio San Mateo, CA 1,890,0591.9m $149.8m $149.8m 0.08% Added +15.7k +15,651
7 VICTORY CAPITAL MANAGEMENT INC 0.16% of their portfolio San Antonio, TX 1,714,3941.7m $135.9m $135.9m 0.16% Added +348.2k +348,158
8 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,156,5771.2m $91.7m $91.7m 0.01% Added +18.9k +18,947
9 NORTHERN TRUST CORP 0.02% of their portfolio CHICAGO, IL 999,797999.8k $79.2m $79.2m 0.02% Added +32.4k +32,357
10 FMR LLC 0.01% of their portfolio BOSTON, MA 909,575909.6k $72.1m $72.1m 0.01% Added +3.1k +3,146
11 Allspring Global Investments Holdings, LLC 0.11% of their portfolio CHARLOTTE, NC 793,594793.6k $62.9m $62.9m 0.11% Added +110.4k +110,395
12 PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio BALTIMORE, MD 782,198782.2k $62.0m $62.0m 0.01% Reduced -40.5k -40,501
13 PICTET ASSET MANAGEMENT SA 0.08% of their portfolio GENEVA 73, V8 720,622720.6k $57.1m $57.1m 0.08% Added +132.4k +132,391
14 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 696,822696.8k $55.2m $55.2m 0.01% Added +11.2k +11,189
15 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 629,668629.7k $49.9m $49.9m 0.01% Added +75.3k +75,281
16 ROYCE & ASSOCIATES LP 0.49% of their portfolio New York, NY 589,264589.3k $46.7m $46.7m 0.49% Added +28.4k +28,350
17 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 588,328588.3k $46.6m $46.6m 0.01% Reduced -31.1k -31,117
18 NORGES BANK 0.01% of their portfolio OSLO, Q8 582,460582.5k $46.2m $46.2m 0.01% Reduced -149.9k -149,927
19 Copeland Capital Management, LLC 1.21% of their portfolio Conshohocken, PA 577,893577.9k $45.8m $45.8m 1.21% Added +82.0k +82,037
20 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 570,371570.4k $45.2m $45.2m 0.01% Added +6.0k +6,049
21 GW&K Investment Management, LLC 0.46% of their portfolio BOSTON, MA 567,799567.8k $45.0m $45.0m 0.46% Reduced -6.1k -6,139
22 Nuveen Asset Management, LLC 0.02% of their portfolio CHICAGO, IL 565,088565.1k $44.8m $44.8m 0.02% Reduced -28.4k -28,351
23 WESTWOOD HOLDINGS GROUP INC 0.39% of their portfolio DALLAS, TX 551,906551.9k $43.7m $43.7m 0.39% Added +171.3k +171,252
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 504,228504.2k $40.0m $40.0m 0.01% Added +62.1k +62,130
25 Clark Capital Management Group, Inc. 0.32% of their portfolio PHILADELPHIA, PA 433,975434.0k $34.4m $34.4m 0.32% Added +64.2k +64,217
26 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 390,083390.1k $30.9m $30.9m 0.02% Added +8.2k +8,157
27 LOOMIS SAYLES & CO L P 0.06% of their portfolio BOSTON, MA 357,250357.2k $28.3m $28.3m 0.06% Reduced -262.3k -262,283
28 Pacer Advisors, Inc. 0.14% of their portfolio Malvern, PA 353,988354.0k $28.1m $28.1m 0.14% Added +76.6k +76,568
29 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 338,052338.1k $26.8m $26.8m 0.01% Added +1.1k +1,111
30 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 302,809302.8k $24.0m $24.0m 0.03% Reduced -133.1k -133,100
31 Allianz Asset Management GmbH 0.05% of their portfolio MUNICH, 2M 298,941298.9k $23.7m $23.7m 0.05% Added +78.7k +78,705
32 PRUDENTIAL FINANCIAL INC 0.04% of their portfolio NEWARK, NJ 282,669282.7k $22.4m $22.4m 0.04% Reduced -60.4k -60,379
33 FIRST TRUST ADVISORS LP 0.02% of their portfolio Wheaton, IL 251,762251.8k $20.0m $20.0m 0.02% Reduced -906 -906
34 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 240,677240.7k $19.1m $19.1m 0.01% Reduced -57.1k -57,144
35 AMERICAN CENTURY COMPANIES INC 0.02% of their portfolio KANSAS CITY, MO 240,124240.1k $19.0m $19.0m 0.02% Added +156.3k +156,272
36 KENNEDY CAPITAL MANAGEMENT LLC 0.49% of their portfolio ST LOUIS, MO 219,481219.5k $17.4m $17.4m 0.49% Reduced -17.5k -17,513
37 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 209,630209.6k $16.6m $16.6m 0.00% Added +48.1k +48,091
38 Legal & General Group Plc 0.01% of their portfolio London, X0 182,676182.7k $14.5m $14.5m 0.01% Added +1.2k +1,188
39 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.18% of their portfolio New York, NY 182,235182.2k $14.4m $14.4m 0.18% Added +13.9k +13,926
40 NORTH POINT PORTFOLIO MANAGERS CORP/OH 2.39% of their portfolio ORANGE VILLAGE, OH 179,757179.8k $14.2m $14.2m 2.39% Added +9.3k +9,337
41 RHUMBLINE ADVISERS 0.02% of their portfolio BOSTON, MA 178,387178.4k $14.1m $14.1m 0.02% Added +1.9k +1,877
42 WCM INVESTMENT MANAGEMENT, LLC 0.05% of their portfolio LAGUNA BEACH, CA 178,154178.2k $14.1m $14.1m 0.05% Reduced -3.7k -3,748
43 Ziegler Capital Management, LLC 0.59% of their portfolio CHICAGO, IL 177,613177.6k $14.1m $14.1m 0.59% Reduced -4.9k -4,858
44 UBS Group AG 0.01% of their portfolio ZURICH, V8 176,982177.0k $14.0m $14.0m 0.01% Added +80.6k +80,617
45 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.03% of their portfolio Boston, MA 175,000175.0k $13.9m $13.9m 0.03% Added +51.9k +51,901
46 Capital International Investors 0.00% of their portfolio Los Angeles, CA 154,191154.2k $12.2m $12.2m 0.00% Unchanged
47 Swiss National Bank 0.01% of their portfolio ZURICH, V8 148,750148.8k $11.8m $11.8m 0.01% Unchanged
48 Brandywine Global Investment Management, LLC 0.09% of their portfolio PHILADELPHIA, PA 146,103146.1k $11.6m $11.6m 0.09% Reduced -4.5k -4,515
49 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 141,925141.9k $11.2m $11.2m 0.01% Added +2.2k +2,190
50 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 141,144141.1k $11.2m $11.2m 0.01% Reduced -844 -844
51 Fisher Asset Management, LLC 0.01% of their portfolio PLANO, TX 127,701127.7k $10.1m $10.1m 0.01% Reduced -13.2k -13,242
52 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 122,407122.4k $9.7m $9.7m 0.01% Added +9.0k +9,048
53 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 118,153118.2k $9.3m $9.3m 0.01% Reduced -4.2k -4,201
54 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 113,738113.7k $9.0m $9.0m 0.02% Reduced -8.2k -8,200
55 Public Sector Pension Investment Board 0.07% of their portfolio MONTREAL, A8 112,137112.1k $8.9m $8.9m 0.07% Reduced -819 -819
56 AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio Greenwich, CT 107,530107.5k $8.5m $8.5m 0.02% Added +18.4k +18,391
57 Assenagon Asset Management S.A. 0.03% of their portfolio SENNINGERBERG, N4 102,463102.5k $8.1m $8.1m 0.03% New
58 LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 101,195101.2k $8.0m $8.0m 0.01% Added +42.8k +42,848
59 Wilmington Savings Fund Society, FSB 0.32% of their portfolio WILMINGTON, DE 89,03289.0k $7.1m $7.1m 0.32% Reduced -538 -538
60 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 86,98187.0k $6.9m $6.9m 0.02% Reduced -4.0k -4,011
61 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 82,35882.4k $6.5m $6.5m 0.01% Added +41.3k +41,277
62 BARCLAYS PLC 0.01% of their portfolio LONDON, X0 81,79981.8k $6.5m $6.5m 0.01% First filing
63 WEDGE CAPITAL MANAGEMENT L L P/NC 0.10% of their portfolio CHARLOTTE, NC 81,40081.4k $6.5m $6.5m 0.10% Reduced -2.4k -2,427
64 LOS ANGELES CAPITAL MANAGEMENT LLC 0.03% of their portfolio LOS ANGELES, CA 81,06981.1k $6.4m $6.4m 0.03% Added +846 +846
65 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 77,99778.0k $6.2m $6.2m 0.01% Reduced -71 -71
66 ALGERT GLOBAL LLC 0.33% of their portfolio SAN FRANCISCO, CA 74,92374.9k $5.9m $5.9m 0.33% Added +8.7k +8,651
67 Ensign Peak Advisors, Inc 0.01% of their portfolio SALT LAKE CITY, UT 70,51370.5k $5.6m $5.6m 0.01% Added +3.2k +3,208
68 Moran Wealth Management, LLC 0.20% of their portfolio NAPLES, FL 66,13266.1k $5.2m $5.2m 0.20% First filing
69 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.04% of their portfolio HARRISBURG, PA 65,96766.0k $5.2m $5.2m 0.04% Added +9.8k +9,821
70 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 65,38065.4k $5.2m $5.2m 0.00% Added +7.6k +7,586
71 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 65,36565.4k $5.2m $5.2m 0.01% Reduced -17.0k -17,042
72 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 64,62864.6k $5.1m $5.1m 0.01% Reduced -3.3k -3,347
73 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 64,12664.1k $5.1m $5.1m 0.01% Reduced -7.2k -7,165
74 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 63,22563.2k $5.0m $5.0m 0.01% Reduced -476 -476
75 Foundry Partners, LLC 0.28% of their portfolio MINNEAPOLIS, MN 63,18063.2k $5.0m $5.0m 0.28% Added +8.9k +8,910
76 State of Tennessee, Department of Treasury 0.02% of their portfolio NASHVILLE, TN 58,16958.2k $4.6m $4.6m 0.02% Reduced -954 -954
77 SEGALL BRYANT & HAMILL, LLC 0.05% of their portfolio CHICAGO, IL 56,84756.8k $4.5m $4.5m 0.05% Added +252 +252
78 Empowered Funds, LLC 0.29% of their portfolio NEWTOWN SQUARE, PA 55,53355.5k $4.4m $4.4m 0.29% New
79 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 55,03055.0k $4.4m $4.4m 0.00% Added +568 +568
80 KBC Group NV 0.02% of their portfolio Brussels, C9 53,13053.1k $4.2m $4.2m 0.02% Unchanged
81 MARTINGALE ASSET MANAGEMENT L P 0.08% of their portfolio BOSTON, MA 51,76451.8k $4.1m $4.1m 0.08% Added +1.4k +1,399
82 NISA INVESTMENT ADVISORS, LLC 0.03% of their portfolio ST. LOUIS, MO 51,40851.4k $4.1m $4.1m 0.03% Unchanged
83 Bahl & Gaynor LLC 0.02% of their portfolio CINCINNATI, OH 49,80449.8k $3.9m $3.9m 0.02% Added +6 +6
84 ClariVest Asset Management LLC 0.19% of their portfolio SAN DIEGO, CA 49,55449.6k $3.9m $3.9m 0.19% Reduced -151 -151
85 Watchman Group, Inc. 2.03% of their portfolio PLANO, TX 46,47746.5k $3.7m $3.7m 2.03% Added +417 +417
86 NFJ INVESTMENT GROUP, LLC 0.09% of their portfolio DALLAS, TX 45,48945.5k $3.6m $3.6m 0.09% Reduced -64.4k -64,420
87 State of Alaska, Department of Revenue 0.04% of their portfolio JUNEAU, AK 42,92142.9k $3.4m $3.4m 0.04% Added +240 +240
88 COMERICA BANK 0.03% of their portfolio DALLAS, TX 42,17842.2k $3.6m $3.6m 0.03% Reduced -10.7k -10,666
89 Man Group plc 0.01% of their portfolio LONDON, X0 41,92941.9k $3.3m $3.3m 0.01% Reduced -12.3k -12,290
90 YOUSIF CAPITAL MANAGEMENT, LLC 0.04% of their portfolio BLOOMFIELD HILLS, MI 41,49541.5k $3.3m $3.3m 0.04% Reduced -10.8k -10,810
91 TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio AUSTIN, TX 41,43941.4k $3.3m $3.3m 0.05% Reduced -2.9k -2,880
92 HANTZ FINANCIAL SERVICES, INC. 0.09% of their portfolio SOUTHFIELD, MI 38,04938.0k $3.0m $3.0m 0.09% Added +869 +869
93 Aptus Capital Advisors, LLC 0.09% of their portfolio FAIRHOPE, AL 36,18836.2k $2.9m $2.9m 0.09% Added +3.8k +3,844
94 DekaBank Deutsche Girozentrale 0.01% of their portfolio FRANKFURT, 2M 36,00036.0k $2.8m $2.8m 0.01% Added +370 +370
95 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 35,96536.0k $2.9m $2.9m 0.00% Added +2.7k +2,720
96 AXA S.A. 0.01% of their portfolio PARIS, I0 34,90034.9k $2.8m $2.8m 0.01% Reduced -118.9k -118,900
97 Bridge City Capital, LLC 1.40% of their portfolio LAKE OSWEGO, OR 34,55234.6k $2.7m $2.7m 1.40% Reduced -248 -248
98 DUNCKER STREETT & CO INC 0.66% of their portfolio St. Louis, MO 34,43634.4k $2.7m $2.7m 0.66% Unchanged
99 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 34,42734.4k $2.7m $2.7m 0.00% Added +3.6k +3,633
100 Mirae Asset Global Investments Co., Ltd. 0.01% of their portfolio SEOUL, M5 34,28434.3k $2.7m $2.7m 0.01% Added +1.9k +1,890