UNIFIRST CORP MASS UNF
COM · Common Stock · CUSIP 904708104
American multinational corporation
- IndustryServices-Personal Services
- HeadquartersWilmington, MA
- Founded1936
- Websiteunifirst.com
- FilingsSEC EDGAR
* 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 ($5.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $264.47. Options: 3 managers hold calls ($4.8m notional), 4 hold puts ($13.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 232 |
| Q4 2022 | 249 |
| Q1 2023 | 242 |
| Q2 2023 | 235 |
| Q3 2023 | 221 |
| Q4 2023 | 226 |
| Q1 2024 | 248 |
| Q2 2024 | 271 |
| Q3 2024 | 267 |
| Q4 2024 | 277 |
| Q1 2025 | 304 |
| Q2 2025 | 305 |
| Q3 2025 | 304 |
| Q4 2025 | 317 |
| Q1 2026 | 334 |
| Q2 2026 | 340 |
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 | 129 | 131 |
| Q4 2024 | 141 | 117 |
| Q1 2025 | 151 | 121 |
| Q2 2025 | 158 | 146 |
| Q3 2025 | 147 | 151 |
| Q4 2025 | 139 | 185 |
| Q1 2026 | 166 | 171 |
| Q2 2026 | 157 | 163 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $685.5k | $401.3k | 0.59 |
| Q4 2025 | $7.4m | $23.5m | 3.17 |
| Q1 2026 | $55.0m | $14.0m | 0.25 |
| Q2 2026 | $4.8m | $13.1m | 2.70 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +190.8k |
| MORGAN STANLEY | Added | +129.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | New | +122.3k |
| Birnam Oak Advisors, LP | Added | +120.0k |
| JPMORGAN CHASE & CO | Added | +108.9k |
| CITIGROUP INC | Added | +90.2k |
| CANYON CAPITAL ADVISORS LLC | New | +75.0k |
| TIG Advisors, LLC | Added | +65.3k |
| BlackRock, Inc. | Added | +56.2k |
| Nuveen, LLC | Added | +46.5k |
Biggest sellers
| River Road Asset Management, LLC | Reduced | -452.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -256.0k |
| BRANDES INVESTMENT PARTNERS, LP | Reduced | -161.9k |
| FIRST TRUST ADVISORS LP | Reduced | -117.0k |
| Copeland Capital Management, LLC | Reduced | -84.4k |
| Engine Capital Management, LP | Sold out | -74.0k |
| T. Rowe Price Investment Management, Inc. | Sold out | -66.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -66.3k |
| SIRIOS CAPITAL MANAGEMENT L P | Reduced | -65.7k |
| CAXTON ASSOCIATES LLP | Sold out | -60.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.9m14.6k shares |
| CITADEL ADVISORS LLC | Reduced | $766.9k2.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $211.6k800 shares |
Biggest puts
| Schonfeld Strategic Advisors LLC | New | $10.6m40.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.3m5.0k shares |
| CITADEL ADVISORS LLC | Reduced | $872.7k3.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $290.9k1.1k 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 |
|---|---|
CINTAS CORP
13D · may seek influence
new · filed 2026-03-16
Stated purposeItems 3 and 5 are incorporated by reference in this Item 4 as if fully set forth herein. The purpose of the Mergers (as defined below) is for Cintas Corporation to acquire control of, and the entire equity interest in, the Issuer. Merger Agreement On March 10, 2026, Cintas Corporation, a Washington corporation ("Cintas"), entered into an Agreement and Plan of Merger (the "Merger Agreement") with (i) UniFirst Corporation, a Massachusetts corporation ("UniFirst"), (ii) Bruin Merger Sub I, Inc., a Delaware corporation and a wholly owned subsidiary of Cintas ("Merger Sub Inc."), and (iii) Bruin Merger Sub II, LLC, a Delaware limited liability company and a wholly owned subsidiary of Cintas ("Merger Sub LLC"). The Merger Agreement provides, among other things, that, on the terms and subject… Full filing |
18.7% |
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 14.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.7% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
| LONDON CO OF VIRGINIA 13G · institution filed 2026-08-14 | 5.1% |
Fell to 5% or below in the last year: DIMENSIONAL FUND ADVISORS LP (4.8%, 2026-10-08), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), River Road Asset Management, LLC (3.9%, 2026-03-17)
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 | $732.4k | $732.4k |
| Q1 2025 | 0 | — | 3 | $746.5k | $746.5k |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 1 | $1.4k | $1.4k |
| Q1 2026 | 0 | — | 2 | $574.9k | $574.9k |
| 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 | 2.2m $580.0m | Added +56.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 832.2k $220.1m | Added +11.7k |
| LONDON CO OF VIRGINIA 1.12% of their portfolio | 740.2k $195.8m | Reduced -35.1k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 729.0k $192.8m | Reduced -15.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 654.4k $173.1m | Added +3.4k |
| STATE STREET CORP 0.00% of their portfolio | 584.1k $154.5m | Added +16.2k |
| MILLENNIUM MANAGEMENT LLC 0.09% of their portfolio | 510.0k $134.9m | Reduced -19.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 376.4k $99.6m | Added +19.5k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.28% of their portfolio | 345.7k $91.4m | Reduced -34.3k |
| MORGAN STANLEY 0.00% of their portfolio | 303.4k $80.2m | Added +129.7k |
| Westchester Capital Management, LLC 3.82% of their portfolio | 287.3k $76.0m | Added +28.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 278.9k $73.8m | Added +108.9k |
| Balyasny Asset Management L.P. 0.13% of their portfolio | 277.5k $73.4m | Reduced -57.9k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 261.9k $69.3m | Reduced -117.0k |
| CITIGROUP INC 0.03% of their portfolio | 251.4k $66.5m | Added +90.2k |
| ALPINE ASSOCIATES MANAGEMENT INC. 3.90% of their portfolio | 235.4k $62.2m | Added +18.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 221.3k $58.5m | Reduced -5.1k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 202.1k $53.4m | Added +190.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 188.7k $49.9m | Added +1.1k |
| TIG Advisors, LLC 2.23% of their portfolio | 183.2k $48.4m | Added +65.3k |
| Magnetar Financial LLC 0.42% of their portfolio | 174.6k $46.2m | Added +2.7k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 172.8k $46.0m | Added +29.7k |
| Birnam Oak Advisors, LP 7.40% of their portfolio | 171.1k $45.3m | Added +120.0k |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 162.7k $43.0m | Added +13.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 158.5k $41.9m | Added +6.5k |
| AQR Arbitrage LLC 0.55% of their portfolio | 147.1k $38.9m | Added +31.3k |
| UBS Group AG 0.01% of their portfolio | 142.6k $37.7m | Added +38.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 125.2k $33.1m | Added +25.3k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 125.0k $33.1m | Reduced -16.4k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.05% of their portfolio | 122.3k $32.3m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 115.6k $30.6m | Added +2.8k |
| BRANDES INVESTMENT PARTNERS, LP 0.21% of their portfolio | 112.6k $29.8m | Reduced -161.9k |
| Squarepoint Ops LLC 0.06% of their portfolio | 107.2k $28.3m | Added +46.2k |
| Tweedy, Browne Co LLC 2.03% of their portfolio | 101.6k $26.9m | Reduced -118 |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 96.5k $25.5m | Added +2.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 95.2k $25.2m | Added +2.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 90.3k $23.9m | Reduced -34.7k |
| Melqart Asset Management (UK) Ltd 2.14% of their portfolio | 84.9k $22.4m | Added +11.1k |
| Empyrean Capital Partners, LP 0.75% of their portfolio | 81.0k $21.4m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 76.7k $20.3m | Added +5.9k |
| Nuveen, LLC 0.00% of their portfolio | 75.9k $20.1m | Added +46.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 75.5k $20.0m | Reduced -256.0k |
| CANYON CAPITAL ADVISORS LLC 2.25% of their portfolio | 75.0k $19.8m | New |
| TimesSquare Capital Management, LLC 0.25% of their portfolio | 64.9k $17.2m | Reduced -3.0k |
| Quarry LP 2.68% of their portfolio | 64.1k $16.9m | Added +42.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 58.8k $15.6m | Added +43.7k |
| Invesco Ltd. 0.00% of their portfolio | 58.7k $15.5m | Added +3.3k |
| Capula Management Ltd 0.06% of their portfolio | 55.0k $14.5m | Not comparable |
| LMR Partners LLP 0.10% of their portfolio | 53.7k $14.2m | Added +23.5k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 53.5k $14.1m | Added +2.7k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 49.9k $13.2m | Reduced -35.0k |
| River Road Asset Management, LLC 0.14% of their portfolio | 47.5k $12.6m | Reduced -452.3k |
| Fenimore Asset Management Inc 0.24% of their portfolio | 44.1k $11.7m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 40.2k $10.6m | Reduced -3.7k |
| Schonfeld Strategic Advisors LLC 0.05% of their portfolio | 38.1k $10.1m | Added +29.4k |
| Sand Grove Capital Management LLP 2.68% of their portfolio | 36.3k $9.6m | New |
| Centiva Capital, LP 0.32% of their portfolio | 35.9k $9.5m | Added +28.4k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.69% of their portfolio | 35.8k $9.5m | Added +24.6k |
| Verition Fund Management LLC 0.07% of their portfolio | 35.0k $9.3m | Reduced -50.0k |
| LEVIN CAPITAL STRATEGIES, L.P. 0.60% of their portfolio | 33.6k $8.9m | Reduced -22.3k |
| ExodusPoint Capital Management, LP 0.08% of their portfolio | 32.8k $8.7m | Added +29.8k |
| SIRIOS CAPITAL MANAGEMENT L P 1.06% of their portfolio | 32.8k $8.7m | Reduced -65.7k |
| NEW SOUTH CAPITAL MANAGEMENT INC 0.37% of their portfolio | 32.3k $8.5m | Reduced -1.1k |
| Legal & General Group Plc 0.00% of their portfolio | 32.2k $8.5m | Reduced -4.3k |
| Swiss National Bank 0.00% of their portfolio | 27.7k $7.3m | Reduced -2.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 27.4k $7.3m | New |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 26.9k $7.1m | Reduced -1.5k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 26.6k $7.0m | Reduced -4.8k |
| Man Group plc 0.01% of their portfolio | 25.7k $6.8m | Reduced -42.3k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 25.7k $6.8m | Reduced -1.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 25.2k $6.7m | Reduced -1.2k |
| FMR LLC 0.00% of their portfolio | 25.0k $6.6m | Added +15.8k |
| Hudson Bay Capital Management LP 0.03% of their portfolio | 25.0k $6.6m | New |
| Creative Planning 0.00% of their portfolio | 24.0k $6.4m | Added +2.3k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 23.3k $6.2m | Reduced -4.8k |
| GABELLI & Co INVESTMENT ADVISERS, INC. 0.88% of their portfolio | 23.0k $6.1m | New |
| PSquared Asset Management AG 1.94% of their portfolio | 22.4k $5.9m | New |
| GABELLI FUNDS LLC 0.04% of their portfolio | 22.1k $5.8m | Added +21.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 21.8k $5.8m | Reduced -3.5k |
| Quantinno Capital Management LP 0.01% of their portfolio | 21.5k $5.7m | Added +13.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 21.2k $5.6m | Added +5.9k |
| THIRD AVENUE MANAGEMENT LLC 0.88% of their portfolio | 20.8k $5.5m | Reduced -7.6k |
| Jupiter Topco LLC 0.00% of their portfolio | 20.2k $5.3m | First filing |
| Alberta Investment Management Corp 0.03% of their portfolio | 20.0k $5.3m | Added +10.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 20.0k $5.3m | Reduced -8.7k |
| Vest Financial, LLC 0.06% of their portfolio | 19.9k $5.3m | Reduced -8.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 19.2k $5.1m | Reduced -16.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 18.4k $4.9m | Added +530 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 18.0k $4.5m | Added +1.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 18.0k $4.8m | Reduced -2.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 17.8k $4.7m | Reduced -487 |
| New York Life Investment Management LLC 0.03% of their portfolio | 16.3k $4.3m | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 15.1k $4.0m | Added +146 |
| Tidal Investments LLC 0.01% of their portfolio | 15.0k $4.0m | Reduced -31 |
| INTREPID CAPITAL MANAGEMENT INC 1.40% of their portfolio | 14.9k $3.9m | Unchanged |
| XTX Topco Ltd 0.05% of their portfolio | 14.5k $3.8m | Added +3.1k |
| Governors Lane LP 0.37% of their portfolio | 14.1k $3.7m | Unchanged |
| DDD Partners, LLC 0.23% of their portfolio | 14.0k $3.7m | Added +34 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 14.0k $3.7m | Added +10.3k |
| Corient Private Wealth LP 0.01% of their portfolio | 13.9k $3.7m | Added +9.5k |