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 ($7.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $251.47. Options: 8 managers hold calls ($55.0m notional), 10 hold puts ($14.0m).
Trends to Q1 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 |
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 | 142 | 121 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $14.4m | $1.9m | 0.13 |
| Q3 2025 | $685.5k | $401.3k | 0.59 |
| Q4 2025 | $7.4m | $23.5m | 3.17 |
| Q1 2026 | $55.0m | $14.0m | 0.25 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +498.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +314.4k |
| Balyasny Asset Management L.P. | Added | +271.5k |
| Westchester Capital Management, LLC | New | +258.5k |
| ALPINE ASSOCIATES MANAGEMENT INC. | New | +217.1k |
| Magnetar Financial LLC | New | +171.9k |
| CITIGROUP INC | Added | +155.2k |
| JONES FINANCIAL COMPANIES LLLP | Added | +142.8k |
| TIG Advisors, LLC | New | +117.9k |
| AQR Arbitrage LLC | New | +115.8k |
Biggest sellers
| Engine Capital Management, LP | Reduced | -385.8k |
| River Road Asset Management, LLC | Reduced | -365.2k |
| Madison Avenue Partners, LP | Sold out | -303.8k |
| COOPER CREEK PARTNERS MANAGEMENT LLC | Reduced | -234.9k |
| Copeland Capital Management, LLC | Reduced | -210.3k |
| T. Rowe Price Investment Management, Inc. | Reduced | -194.0k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -179.0k |
| Topline Capital Management, LLC | Reduced | -117.8k |
| BRANDES INVESTMENT PARTNERS, LP | Reduced | -93.3k |
| AMERIPRISE FINANCIAL INC | Reduced | -79.2k |
Biggest calls
| GOLDMAN SACHS GROUP INC | Added | $23.4m93.1k shares |
| Caption Management, LLC | New | $12.6m50.0k shares |
| CITADEL ADVISORS LLC | Added | $9.1m36.1k shares |
| SIG BROKERAGE, LP | New | $3.1m12.5k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.9m11.6k shares |
| JANE STREET GROUP, LLC | New | $2.6m10.5k shares |
| GROUP ONE TRADING LLC | New | $830.2k3.3k shares |
| SIMPLEX TRADING, LLC | New | $427.7k1.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.7m22.8k shares |
| CITADEL ADVISORS LLC | Reduced | $2.9m11.6k shares |
| SUMMIT SECURITIES GROUP LLC | New | $2.0m7.8k shares |
| SIMPLEX TRADING, LLC | Added | $880.6k3.5k shares |
| HARVEST MANAGEMENT LLC | New | $754.8k3.0k shares |
| TUDOR INVESTMENT CORP ET AL | New | $578.7k2.3k shares |
| JANE STREET GROUP, LLC | New | $427.7k1.7k shares |
| GOLDMAN SACHS GROUP INC | New | $377.4k1.5k shares |
| TORONTO DOMINION BANK | New | $226.4k900 shares |
| GROUP ONE TRADING LLC | Reduced | $100.6k400 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 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 | — | 1 | $304.2k | $304.2k |
| Q3 2024 | 0 | — | 4 | $486.9k | $258.1k |
| 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 |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-17 | Katz David Martin Executive VP, Sales/Marketing | Sold plan | $347.8k1.5k shares |
| 2026-02-09 | Ross William Masters Executive Vice President | Sold plan | $227.2k1.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 2.1m $537.6m | Added +24.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 820.5k $206.4m | First filing |
| LONDON CO OF VIRGINIA 1.20% of their portfolio | 775.3k $195.1m | Reduced -60.1k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 744.5k $187.3m | Reduced -42.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 651.0k $163.8m | First filing |
| STATE STREET CORP 0.00% of their portfolio | 567.9k $142.9m | Added +1.9k |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 529.6k $133.2m | Added +498.9k |
| River Road Asset Management, LLC 1.43% of their portfolio | 499.9k $125.8m | Reduced -365.2k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.28% of their portfolio | 380.0k $95.6m | Reduced -179.0k |
| FIRST TRUST ADVISORS LP 0.07% of their portfolio | 378.8k $95.3m | Reduced -72.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 356.9k $89.8m | Reduced -2.0k |
| Balyasny Asset Management L.P. 0.17% of their portfolio | 335.4k $84.4m | Added +271.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 331.5k $83.4m | Added +314.4k |
| BRANDES INVESTMENT PARTNERS, LP 0.49% of their portfolio | 274.5k $69.1m | Reduced -93.3k |
| Westchester Capital Management, LLC 3.15% of their portfolio | 258.5k $65.0m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 226.4k $57.0m | Added +6.9k |
| ALPINE ASSOCIATES MANAGEMENT INC. 3.22% of their portfolio | 217.1k $54.6m | New |
| NORTHERN TRUST CORP 0.01% of their portfolio | 187.6k $47.2m | Reduced -7.8k |
| MORGAN STANLEY 0.00% of their portfolio | 173.6k $43.7m | Added +64.4k |
| Magnetar Financial LLC 0.44% of their portfolio | 171.9k $43.2m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 170.0k $42.4m | Added +112.3k |
| CITIGROUP INC 0.03% of their portfolio | 161.1k $40.5m | Added +155.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 151.9k $38.2m | Added +21.0k |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 149.1k $37.5m | Reduced -8.0k |
| JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio | 143.2k $35.6m | Added +142.8k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 141.4k $35.6m | Added +95.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 125.1k $31.5m | Reduced -4.1k |
| TIG Advisors, LLC 1.42% of their portfolio | 117.9k $29.7m | New |
| AQR Arbitrage LLC 0.48% of their portfolio | 115.8k $29.1m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 112.9k $28.4m | Reduced -2.6k |
| UBS Group AG 0.00% of their portfolio | 104.0k $26.2m | Added +59.9k |
| Tweedy, Browne Co LLC 2.03% of their portfolio | 101.7k $25.6m | Reduced -388 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 100.0k $25.1m | Added +37.5k |
| SIRIOS CAPITAL MANAGEMENT L P 3.01% of their portfolio | 98.5k $24.8m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 93.8k $23.6m | First filing |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 92.8k $23.4m | Added +6.4k |
| Copeland Capital Management, LLC 0.48% of their portfolio | 85.1k $21.4m | Reduced -210.3k |
| Verition Fund Management LLC 0.21% of their portfolio | 85.0k $21.4m | Added +80.5k |
| Public Sector Pension Investment Board 0.07% of their portfolio | 84.9k $21.4m | Added +34.5k |
| Empyrean Capital Partners, LP 0.68% of their portfolio | 81.0k $20.4m | New |
| Engine Capital Management, LP 2.25% of their portfolio | 74.0k $18.6m | Reduced -385.8k |
| Melqart Asset Management (UK) Ltd 1.83% of their portfolio | 73.8k $18.6m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 72.9k $18.3m | Added +41.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 70.8k $17.8m | Reduced -32.9k |
| Man Group plc 0.04% of their portfolio | 68.0k $17.1m | New |
| TimesSquare Capital Management, LLC 0.29% of their portfolio | 67.9k $17.1m | Reduced -31.4k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 66.5k $16.7m | Reduced -194.0k |
| Squarepoint Ops LLC 0.03% of their portfolio | 61.0k $15.3m | Added +42.8k |
| CAXTON ASSOCIATES LLP 0.35% of their portfolio | 60.3k $15.2m | New |
| Absolute Gestao de Investimentos Ltda. 1.67% of their portfolio | 58.0k $14.6m | New |
| COOPER CREEK PARTNERS MANAGEMENT LLC 0.69% of their portfolio | 57.1k $14.4m | Reduced -234.9k |
| LEVIN CAPITAL STRATEGIES, L.P. 1.07% of their portfolio | 55.9k $14.1m | Added +30.4k |
| Invesco Ltd. 0.00% of their portfolio | 55.4k $13.9m | Reduced -2.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 51.7k $13.0m | Added +50.2k |
| Birnam Oak Advisors, LP 3.54% of their portfolio | 51.1k $12.9m | New |
| Allianz Asset Management GmbH 0.01% of their portfolio | 50.8k $12.8m | New |
| Woodline Partners LP 0.04% of their portfolio | 45.7k $11.5m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 43.9k $11.0m | Added +585 |
| Topline Capital Management, LLC 1.68% of their portfolio | 40.3k $10.1m | Reduced -117.8k |
| Legal & General Group Plc 0.00% of their portfolio | 36.5k $9.2m | Reduced -2.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 36.4k $9.2m | Reduced -253 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 35.6k $8.9m | Added +34.0k |
| Slotnik Capital, LLC 2.58% of their portfolio | 34.5k $8.7m | New |
| NEW SOUTH CAPITAL MANAGEMENT INC 0.40% of their portfolio | 33.4k $8.4m | Reduced -1.2k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 31.4k $7.9m | Reduced -6.5k |
| LMR Partners LLP 0.07% of their portfolio | 30.2k $7.6m | New |
| Swiss National Bank 0.00% of their portfolio | 29.7k $7.5m | Added +200 |
| Nuveen, LLC 0.00% of their portfolio | 29.4k $7.4m | Reduced -6.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 28.6k $7.2m | Added +44 |
| THIRD AVENUE MANAGEMENT LLC 1.16% of their portfolio | 28.4k $7.2m | Unchanged |
| BLAIR WILLIAM & CO/IL 0.02% of their portfolio | 28.3k $7.1m | Added +20 |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 28.1k $7.1m | Added +5.4k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 28.1k $7.1m | Reduced -60.3k |
| Vest Financial, LLC 0.08% of their portfolio | 28.0k $7.0m | Reduced -3.8k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 26.9k $6.8m | Reduced -2.1k |
| CIBRA Capital Ltd 3.21% of their portfolio | 26.4k $6.6m | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 26.4k $6.6m | Reduced -79.2k |
| WATER ISLAND CAPITAL LLC 0.86% of their portfolio | 25.7k $6.5m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 25.3k $6.4m | Reduced -3.7k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.03% of their portfolio | 24.9k $6.3m | Reduced -16.3k |
| CIBC Bancorp USA Inc. 0.01% of their portfolio | 23.9k $6.0m | First filing |
| Creative Planning 0.00% of their portfolio | 21.7k $5.5m | Added +8.2k |
| Quarry LP 1.08% of their portfolio | 21.4k $5.4m | Added +21.3k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 20.7k $5.2m | Added +20.5k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 20.3k $5.1m | Reduced -58.0k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 18.9k $4.8m | Reduced -674 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 18.3k $4.6m | Added +4.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 17.9k $4.5m | Reduced -1.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 16.3k $3.1m | Added +681 |
| New Age Alpha Advisors, LLC 0.18% of their portfolio | 15.5k $3.9m | Reduced -575 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 15.3k $3.8m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 15.3k $3.8m | Added +3.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 15.1k $3.8m | New |
| Tidal Investments LLC 0.01% of their portfolio | 15.0k $3.7m | Added +12.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 14.9k $3.8m | Reduced -2.7k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 14.9k $3.8m | Added +1.2k |
| INTREPID CAPITAL MANAGEMENT INC 1.44% of their portfolio | 14.9k $3.7m | Added +575 |
| Governors Lane LP 0.44% of their portfolio | 14.1k $3.5m | Reduced -1.0k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 14.0k $3.5m | New |
| Pullen Investment Management, LLC 1.77% of their portfolio | 14.0k $3.5m | Added +172 |