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 ($13.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $92.04. Options: 5 managers hold calls ($14.7m notional), 0 hold puts (—).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 338 |
| Q4 2022 | 348 |
| Q1 2023 | 365 |
| Q2 2023 | 361 |
| Q3 2023 | 365 |
| Q4 2023 | 388 |
| Q1 2024 | 425 |
| Q2 2024 | 426 |
| Q3 2024 | 440 |
| Q4 2024 | 440 |
| Q1 2025 | 438 |
| Q2 2025 | 433 |
| Q3 2025 | 416 |
| Q4 2025 | 414 |
| Q1 2026 | 399 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 193 | 209 |
| Q3 2024 | 207 | 203 |
| Q4 2024 | 194 | 209 |
| Q1 2025 | 235 | 183 |
| Q2 2025 | 189 | 245 |
| Q3 2025 | 179 | 222 |
| Q4 2025 | 173 | 231 |
| Q1 2026 | 206 | 178 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $1.5m | $297.2k | 0.19 |
| Q3 2025 | $953.6k | $1.2m | 1.26 |
| Q4 2025 | $14.4m | $537.2k | 0.04 |
| Q1 2026 | $14.7m | $0 | 0.00 |
Biggest buyers
| FRANKLIN RESOURCES INC | Added | +642.1k |
| WASATCH ADVISORS LP | Added | +504.6k |
| AMERIPRISE FINANCIAL INC | Added | +157.1k |
| BlackRock, Inc. | Added | +148.0k |
| DEPRINCE RACE & ZOLLO INC | Added | +123.5k |
| FMR LLC | Added | +80.5k |
| Russell Investments Group, Ltd. | Added | +73.3k |
| MARSHALL WACE, LLP | New | +65.9k |
| FIFTH THIRD BANCORP | Added | +56.3k |
| Bridgewater Associates, LP | New | +47.0k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -318.7k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -266.0k |
| Allspring Global Investments Holdings, LLC | Reduced | -187.2k |
| D. E. Shaw & Co., Inc. | Reduced | -129.8k |
| JPMORGAN CHASE & CO | Reduced | -105.3k |
| Balyasny Asset Management L.P. | Reduced | -102.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -100.7k |
| BARCLAYS PLC | Reduced | -83.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -78.5k |
| JANE STREET GROUP, LLC | Reduced | -73.1k |
Biggest calls
| GROUP ONE TRADING LLC | Unchanged | $11.5m125.2k shares |
| JANE STREET GROUP, LLC | Reduced | $1.6m17.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $856.7k9.3k shares |
| CITADEL ADVISORS LLC | Added | $681.7k7.4k shares |
| SIMPLEX TRADING, LLC | Unchanged | $36.8k400 shares |
Biggest puts
| None |
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 Q1 2026
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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 4 | $3.9m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 2 | $2.7m | — |
| Q1 2025 | 0 | — | 1 | $1.4m | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 2 | $1.1m | — |
| Q1 2026 | 0 | — | 0 | — | — |
None reported in Q1 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 7.7m $709.4m | Added +148.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 3.3m $303.6m | First filing |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.86% of their portfolio | 3.2m $293.6m | Added +16.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.5m $234.3m | First filing |
| STATE STREET CORP 0.01% of their portfolio | 2.2m $198.5m | Added +30.5k |
| WASATCH ADVISORS LP 1.25% of their portfolio | 2.0m $187.7m | Added +504.6k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.9m $176.2m | Added +3.5k |
| Boston Partners 0.17% of their portfolio | 1.8m $166.1m | Reduced -49.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.5m $142.3m | Added +18.7k |
| FMR LLC 0.01% of their portfolio | 1.3m $123.0m | Added +80.5k |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 1.1m $104.8m | Added +642.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.1m $99.3m | Added +8.1k |
| Allspring Global Investments Holdings, LLC 0.16% of their portfolio | 1.1m $96.6m | Reduced -187.2k |
| River Road Asset Management, LLC 0.93% of their portfolio | 889.8k $82.0m | Added +9.9k |
| T. Rowe Price Investment Management, Inc. 0.05% of their portfolio | 842.2k $77.6m | Reduced -318.7k |
| ROYCE & ASSOCIATES LP 0.75% of their portfolio | 824.4k $75.9m | Added +18.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 811.2k $74.7m | Added +6.2k |
| DEPRINCE RACE & ZOLLO INC 1.01% of their portfolio | 579.8k $53.4m | Added +123.5k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 507.1k $46.7m | Added +157.1k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 478.2k $43.9m | Added +4.6k |
| Copeland Capital Management, LLC 0.88% of their portfolio | 430.0k $39.6m | Reduced -4.8k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 421.6k $38.8m | Reduced -20.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 403.3k $37.1m | Reduced -2.0k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 384.0k $35.4m | Added +35.7k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 376.5k $34.7m | First filing |
| GENDELL JEFFREY L 0.47% of their portfolio | 375.7k $34.6m | Added +35.0k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 370.3k $34.1m | Added +12.8k |
| MORGAN STANLEY 0.00% of their portfolio | 361.9k $33.3m | Reduced -20.8k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 335.8k $30.9m | Reduced -129.8k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 308.4k $28.4m | Reduced -2.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 302.3k $27.2m | Reduced -105.3k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 262.4k $24.2m | Added +42.2k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 261.7k $24.1m | Added +73.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 255.7k $23.6m | Reduced -27.5k |
| VICTORY CAPITAL MANAGEMENT INC 0.02% of their portfolio | 254.8k $23.5m | Reduced -6.8k |
| BARCLAYS PLC 0.01% of their portfolio | 234.2k $21.6m | Reduced -83.2k |
| UBS Group AG 0.00% of their portfolio | 224.8k $20.7m | Added +24.9k |
| GW&K Investment Management, LLC 0.17% of their portfolio | 207.3k $19.1m | Reduced -4.1k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.40% of their portfolio | 204.2k $18.8m | Reduced -69.6k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 195.8k $18.0m | Added +4.1k |
| Invesco Ltd. 0.00% of their portfolio | 153.6k $14.1m | Added +612 |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 131.0k $12.1m | Added +4.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 126.2k $11.6m | Added +24.4k |
| Nuveen, LLC 0.00% of their portfolio | 124.4k $11.5m | Added +1.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 119.0k $10.8m | Added +707 |
| Swiss National Bank 0.01% of their portfolio | 115.5k $10.6m | Unchanged |
| Allianz Asset Management GmbH 0.01% of their portfolio | 112.5k $10.4m | Added +23.2k |
| Balyasny Asset Management L.P. 0.02% of their portfolio | 110.6k $10.2m | Reduced -102.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 109.6k $10.1m | Reduced -1.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 106.2k $9.8m | Added +2.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 106.0k $9.8m | Added +8.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 105.8k $9.7m | Added +19.4k |
| Aptus Capital Advisors, LLC 0.08% of their portfolio | 104.6k $9.6m | Added +967 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.11% of their portfolio | 103.1k $9.5m | Reduced -14.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 102.2k $9.4m | Added +17.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 94.5k $8.6m | Reduced -4.8k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 87.7k $8.1m | Added +16.5k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 87.0k $8.0m | Reduced -73.1k |
| Legal & General Group Plc 0.00% of their portfolio | 83.9k $7.7m | Reduced -13.3k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 82.4k $7.6m | Added +2.3k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.13% of their portfolio | 76.9k $7.1m | Added +11.3k |
| ALPS ADVISORS INC 0.03% of their portfolio | 74.6k $6.9m | Reduced -3.6k |
| Retirement Systems of Alabama 0.02% of their portfolio | 71.4k $6.6m | Added +1.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 71.2k $6.6m | Added +5.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 69.3k $6.4m | Reduced -5.5k |
| LORD, ABBETT & CO. LLC 0.02% of their portfolio | 68.4k $6.3m | Added +4.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 65.9k $6.1m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 65.3k $6.0m | Added +10.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 63.0k $5.8m | Reduced -100.7k |
| Creative Planning 0.00% of their portfolio | 60.7k $5.6m | Added +2.6k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 60.1k $5.5m | Added +56.3k |
| MetLife Investment Management, LLC 0.03% of their portfolio | 59.5k $5.5m | Reduced -56 |
| HRT FINANCIAL LP 0.02% of their portfolio | 58.4k $5.4m | Reduced -11.6k |
| Man Group plc 0.01% of their portfolio | 56.1k $5.2m | Added +4.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 55.9k $5.2m | Reduced -2.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 55.1k $5.1m | First filing |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 54.7k $5.0m | Reduced -2.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 54.4k $5.0m | Reduced -3.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 54.0k $5.0m | Reduced -67.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 52.0k $4.8m | Added +17.4k |
| SEIZERT CAPITAL PARTNERS, LLC 0.22% of their portfolio | 51.6k $4.8m | Added +10.8k |
| Focus Partners Wealth 0.01% of their portfolio | 50.5k $4.7m | Added +2.8k |
| Narwhal Capital Management 0.34% of their portfolio | 49.7k $4.6m | Added +5.5k |
| CITIGROUP INC 0.00% of their portfolio | 49.1k $4.5m | Added +5.6k |
| REGIONS FINANCIAL CORP 0.03% of their portfolio | 47.5k $4.4m | Reduced -246 |
| Bridgewater Associates, LP 0.02% of their portfolio | 47.0k $4.3m | New |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 47.0k $4.3m | Added +7.0k |
| Rafferty Asset Management, LLC 0.02% of their portfolio | 46.3k $4.3m | Reduced -8.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 46.1k $4.2m | Added +2.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 43.3k $4.0m | Reduced -947 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 41.8k $3.8m | Reduced -39.3k |
| Holocene Advisors, LP 0.01% of their portfolio | 41.5k $3.8m | Reduced -216 |
| Wilmington Savings Fund Society, FSB 0.09% of their portfolio | 40.8k $3.8m | Reduced -1.6k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 40.6k $3.7m | Reduced -8.1k |
| B. Metzler seel. Sohn & Co. AG 0.03% of their portfolio | 40.4k $3.7m | Added +9.8k |
| SEGALL BRYANT & HAMILL, LLC 0.05% of their portfolio | 40.2k $3.7m | Reduced -11.4k |
| Callan Family Office, LLC 0.08% of their portfolio | 40.1k $3.7m | Added +12.8k |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 39.6k $3.7m | Added +1.5k |
| Y-Intercept (Hong Kong) Ltd 0.07% of their portfolio | 38.2k $3.5m | Added +6.1k |
| Watchman Group, Inc. 0.85% of their portfolio | 37.9k $3.5m | Added +2.1k |