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 ≈ $90.68. Options: 4 managers hold calls ($1.8m notional), 2 hold puts ($653.3k).
Trends to Q2 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 |
| Q2 2026 | 388 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2026 | 168 | 204 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $953.6k | $1.2m | 1.26 |
| Q4 2025 | $14.4m | $537.2k | 0.04 |
| Q1 2026 | $14.7m | $0 | 0.00 |
| Q2 2026 | $1.8m | $653.3k | 0.37 |
Biggest buyers
| GENDELL JEFFREY L | Added | +375.6k |
| MORGAN STANLEY | Added | +237.6k |
| TWO SIGMA INVESTMENTS, LP | Added | +204.3k |
| Qube Research & Technologies Ltd | Added | +179.8k |
| FMR LLC | Added | +170.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +158.8k |
| Copeland Capital Management, LLC | Added | +148.3k |
| GOLDMAN SACHS GROUP INC | Added | +126.9k |
| UBS Group AG | Added | +115.8k |
| Public Sector Pension Investment Board | New | +98.8k |
Biggest sellers
| WASATCH ADVISORS LP | Reduced | -643.6k |
| FRANKLIN RESOURCES INC | Reduced | -446.1k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -198.3k |
| T. Rowe Price Investment Management, Inc. | Reduced | -142.3k |
| BARCLAYS PLC | Reduced | -128.8k |
| BlackRock, Inc. | Reduced | -118.3k |
| Aptus Capital Advisors, LLC | Sold out | -104.6k |
| JANE STREET GROUP, LLC | Reduced | -83.9k |
| LORD, ABBETT & CO. LLC | Sold out | -68.4k |
| MARSHALL WACE, LLP | Sold out | -65.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $925.5k10.2k shares |
| CITADEL ADVISORS LLC | Reduced | $490.0k5.4k shares |
| JANE STREET GROUP, LLC | Reduced | $326.7k3.6k shares |
| SIMPLEX TRADING, LLC | Unchanged | $36.3k400 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $517.2k5.7k shares |
| SIMPLEX TRADING, LLC | New | $136.1k1.5k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 7.6m $688.1m | Reduced -118.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 3.3m $303.2m | Added +46.5k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.84% of their portfolio | 3.0m $271.3m | Reduced -198.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.5m $230.6m | Reduced -2.3k |
| STATE STREET CORP 0.01% of their portfolio | 2.2m $198.9m | Added +37.2k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 2.1m $188.0m | Added +158.8k |
| Boston Partners 0.15% of their portfolio | 1.8m $166.2m | Added +28.3k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.6m $144.4m | Added +47.2k |
| FMR LLC 0.01% of their portfolio | 1.5m $136.6m | Added +170.0k |
| WASATCH ADVISORS LP 0.83% of their portfolio | 1.4m $126.5m | Reduced -643.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.1m $101.8m | Added +43.3k |
| Allspring Global Investments Holdings, LLC 0.15% of their portfolio | 1.1m $95.1m | Added +7.0k |
| River Road Asset Management, LLC 0.90% of their portfolio | 889.2k $80.7m | Reduced -656 |
| ROYCE & ASSOCIATES LP 0.60% of their portfolio | 823.6k $74.7m | Reduced -797 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 795.6k $72.2m | Reduced -15.5k |
| GENDELL JEFFREY L 0.62% of their portfolio | 751.3k $68.2m | Added +375.6k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 699.9k $63.5m | Reduced -142.3k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 691.7k $62.8m | Reduced -446.1k |
| NORGES BANK 0.01% of their portfolio | 639.5k $58.0m | Not comparable |
| DEPRINCE RACE & ZOLLO INC 0.94% of their portfolio | 614.3k $55.7m | Added +34.5k |
| MORGAN STANLEY 0.00% of their portfolio | 599.5k $54.4m | Added +237.6k |
| Copeland Capital Management, LLC 1.08% of their portfolio | 578.3k $52.5m | Added +148.3k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 548.6k $49.8m | Added +126.9k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 457.8k $41.5m | Added +87.4k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 446.9k $40.6m | Reduced -60.2k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 442.6k $40.2m | Reduced -35.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 375.4k $34.1m | Reduced -27.8k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 374.6k $34.0m | Reduced -1.9k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 355.4k $32.3m | Reduced -28.5k |
| UBS Group AG 0.00% of their portfolio | 340.6k $30.9m | Added +115.8k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 297.9k $27.0m | Reduced -37.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 297.5k $27.4m | Reduced -4.7k |
| Pictet Asset Management Holding SA 0.03% of their portfolio | 292.6k $26.5m | Reduced -15.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 281.3k $25.5m | Added +25.7k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 258.3k $23.4m | Added +204.3k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 246.7k $22.4m | Reduced -8.2k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 232.6k $21.1m | Reduced -29.8k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 225.4k $20.5m | Reduced -36.2k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 215.5k $19.6m | Added +179.8k |
| GW&K Investment Management, LLC 0.15% of their portfolio | 204.7k $18.6m | Reduced -2.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 196.4k $17.8m | Added +585 |
| KENNEDY CAPITAL MANAGEMENT LLC 0.32% of their portfolio | 196.1k $17.8m | Reduced -8.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 168.6k $15.3m | Added +42.3k |
| Invesco Ltd. 0.00% of their portfolio | 159.9k $14.5m | Added +6.3k |
| Nuveen, LLC 0.00% of their portfolio | 135.3k $12.3m | Added +11.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 128.8k $11.7m | Reduced -2.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 122.3k $11.1m | Added +16.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 121.8k $11.0m | Added +15.8k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 117.5k $10.7m | Added +5.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 116.5k $10.6m | Added +14.3k |
| Swiss National Bank 0.01% of their portfolio | 114.0k $10.3m | Reduced -1.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 110.9k $10.2m | Reduced -8.1k |
| California Public Employees Retirement System 0.01% of their portfolio | 110.7k $10.0m | Added +1.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 105.8k $9.6m | Added +51.1k |
| BARCLAYS PLC 0.00% of their portfolio | 105.4k $9.6m | Reduced -128.8k |
| Public Sector Pension Investment Board 0.02% of their portfolio | 98.8k $9.0m | New |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 97.0k $8.8m | Reduced -6.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 95.5k $8.7m | Reduced -10.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 91.3k $8.3m | Reduced -3.2k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 84.6k $7.7m | Reduced -26.0k |
| Legal & General Group Plc 0.00% of their portfolio | 84.1k $7.6m | Added +254 |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 83.5k $7.6m | Added +40.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 83.0k $7.5m | Added +41.2k |
| Squarepoint Ops LLC 0.01% of their portfolio | 82.4k $7.5m | Added +53.2k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.12% of their portfolio | 81.1k $7.4m | Added +4.2k |
| CITIGROUP INC 0.00% of their portfolio | 81.1k $7.4m | Added +32.0k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.02% of their portfolio | 80.6k $7.3m | Reduced -1.9k |
| ALPS ADVISORS INC 0.03% of their portfolio | 76.9k $7.0m | Added +2.2k |
| Creative Planning 0.00% of their portfolio | 75.2k $6.8m | Added +14.4k |
| ExodusPoint Capital Management, LP 0.06% of their portfolio | 74.9k $6.8m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 73.7k $6.7m | Reduced -14.0k |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 70.6k $6.4m | Added +14.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 65.4k $5.9m | Added +63 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 61.5k $5.6m | Reduced -9.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 60.5k $5.5m | Reduced -2.5k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 59.6k $5.4m | Added +87 |
| Holocene Advisors, LP 0.01% of their portfolio | 59.0k $5.4m | Added +17.5k |
| Retirement Systems of Alabama 0.02% of their portfolio | 58.4k $5.3m | Reduced -13.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 57.9k $5.3m | Added +5.9k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 57.6k $5.2m | Reduced -2.5k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 55.0k $5.0m | Added +8.0k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 54.7k $5.0m | Reduced -409 |
| Rafferty Asset Management, LLC 0.01% of their portfolio | 54.3k $4.9m | Added +8.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 52.8k $4.8m | Reduced -1.6k |
| Quantinno Capital Management LP 0.01% of their portfolio | 51.9k $4.7m | Added +16.9k |
| GREAT LAKES ADVISORS, LLC 0.03% of their portfolio | 50.7k $4.6m | Added +32.1k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 48.3k $4.4m | Reduced -21.0k |
| Narwhal Capital Management 0.30% of their portfolio | 47.2k $4.3m | Reduced -2.5k |
| Focus Partners Wealth 0.00% of their portfolio | 46.0k $4.2m | Reduced -4.5k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 43.9k $4.0m | Reduced -2.2k |
| REGIONS FINANCIAL CORP 0.02% of their portfolio | 42.8k $3.9m | Reduced -4.7k |
| DENALI ADVISORS LLC 0.38% of their portfolio | 41.9k $3.8m | New |
| Man Group plc 0.01% of their portfolio | 41.3k $3.7m | Reduced -14.8k |
| Watchman Group, Inc. 0.83% of their portfolio | 40.8k $3.7m | Added +2.9k |
| SEGALL BRYANT & HAMILL, LLC 0.04% of their portfolio | 40.3k $3.7m | Added +150 |
| Callan Family Office, LLC 0.07% of their portfolio | 40.1k $3.6m | Reduced -67 |
| Wilmington Savings Fund Society, FSB 0.08% of their portfolio | 39.6k $3.6m | Reduced -1.3k |
| NISA INVESTMENT ADVISORS, LLC 0.01% of their portfolio | 39.4k $3.6m | Reduced -1.2k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 35.4k $3.2m | Reduced -4.2k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 34.7k $3.2m | Reduced -1.5k |