UFP INDUSTRIES INC (UFPI) — Institutional Holders, Q2 2026
390 institutional investment managers reported a UFPI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $4.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UFPI in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- GENDELL JEFFREY LAdded · +375,642 sh+$34.1M
- MORGAN STANLEYAdded · +237,553 sh+$21.6M
- TWO SIGMA INVESTMENTSAdded · +204,345 sh+$18.5M
- Qube Research & Technologies LtdAdded · +179,757 sh+$16.3M
- FMRAdded · +170,037 sh+$15.4M
Biggest sellers
- WASATCH ADVISORSTrimmed · -643,568 sh-$58.4M
- FRANKLIN RESOURCESTrimmed · -446,085 sh-$40.5M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENTTrimmed · -198,300 sh-$18.0M
- T. Rowe Price Investment ManagementTrimmed · -142,284 sh-$12.9M
- BARCLAYS PLCTrimmed · -128,762 sh-$11.7M
UFPI 13F holders ranked 1–100 of 390
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | BlackRock#1 · 7,582,797 sh | 7,582,797 | $688.1M | 0.01% | -1.5% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT#2 · 3,341,840 sh | 3,341,840 | $303.2M | 0.01% | +1.4% |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#3 · 2,989,380 sh | 2,989,380 | $271.3M | 0.84% | -6.2% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 2,540,879 sh | 2,540,879 | $230.6M | <0.01% | -0.1% |
| 5 | STATE STREET#5 · 2,191,851 sh | 2,191,851 | $198.9M | <0.01% | +1.7% |
| 6 | DIMENSIONAL FUND ADVISORS#6 · 2,071,608 sh | 2,071,608 | $188.0M | 0.03% | +8.3% |
| 7 | Boston Partners#7 · 1,831,941 sh | 1,831,941 | $166.2M | 0.15% | +1.6% |
| 8 | GEODE CAPITAL MANAGEMENT#8 · 1,591,284 sh | 1,591,284 | $144.4M | <0.01% | +3.1% |
| 9 | FMR#9 · 1,505,294 sh | 1,505,294 | $136.6M | <0.01% | +12.7% |
| 10 | WASATCH ADVISORS#10 · 1,394,340 sh | 1,394,340 | $126.5M | — | -31.6% |
| 11 | NORTHERN#11 · 1,121,718 sh | 1,121,718 | $101.8M | 0.01% | +4.0% |
| 12 | Allspring Global Investments#12 · 1,067,123 sh | 1,067,123 | $95.1M | 0.15% | +0.7% |
| 13 | River Road Asset Management#13 · 889,187 sh | 889,187 | $80.7M | 0.90% | -0.1% |
| 14 | ROYCE & ASSOCIATES#14 · 823,589 sh | 823,589 | $74.7M | 0.60% | -0.1% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT#15 · 795,640 sh | 795,640 | $72.2M | <0.01% | -1.9% |
| 16 | GENDELL JEFFREY L#16 · 751,340 sh | 751,340 | $68.2M | 0.60% | +100.0% |
| 17 | T. Rowe Price Investment Management#17 · 699,924 sh | 699,924 | $63.5M | 0.04% | -16.9% |
| 18 | FRANKLIN RESOURCES#18 · 691,735 sh | 691,735 | $62.8M | 0.01% | -39.2% |
| 19 | NORGES BANK#19 · 639,521 sh | 639,521 | $58.0M | <0.01% | — |
| 20 | DEPRINCE RACE & ZOLLO#20 · 614,335 sh | 614,335 | $55.7M | — | +6.0% |
| 21 | MORGAN STANLEY#21 · 599,460 sh | 599,460 | $54.4M | <0.01% | +65.6% |
| 22 | Copeland Capital Management#22 · 578,310 sh | 578,310 | $52.5M | — | +34.5% |
| 23 | GOLDMAN SACHS GROUP#23 · 548,554 sh | 548,554 | $49.8M | <0.01% | +30.1% |
| 24 | WELLS FARGO & COMPANY#24 · 457,779 sh | 457,779 | $41.5M | <0.01% | +23.6% |
| 25 | AMERIPRISE FINANCIAL#25 · 446,926 sh | 446,926 | $40.6M | <0.01% | -11.9% |
| 26 | AQR CAPITAL MANAGEMENT#26 · 442,597 sh | 442,597 | $40.2M | 0.01% | -7.5% |
| 27 | Bank of New York Mellon#27 · 375,432 sh | 375,432 | $34.1M | <0.01% | -6.9% |
| 28 | VANGUARD FIDUCIARY#28 · 374,588 sh | 374,588 | $34.0M | <0.01% | -0.5% |
| 29 | RAYMOND JAMES FINANCIAL#29 · 355,449 sh | 355,449 | $32.3M | <0.01% | -7.4% |
| 30 | UBS Group AG#30 · 340,564 sh | 340,564 | $30.9M | <0.01% | +51.5% |
| 31 | JPMORGAN CHASE#31 · 297,540 sh | 297,540 | $27.4M | <0.01% | -1.6% |
| 32 | D. E. Shaw#32 · 297,886 sh | 297,886 | $27.0M | 0.01% | -11.3% |
| 33 | Pictet Asset Management Holding SA#33 · 292,579 sh | 292,579 | $26.5M | 0.03% | -5.1% |
| 34 | BANK OF AMERICA#34 · 281,345 sh | 281,345 | $25.5M | <0.01% | +10.0% |
| 35 | TWO SIGMA INVESTMENTS#35 · 258,326 sh | 258,326 | $23.4M | 0.02% | +378.5% |
| 36 | VICTORY CAPITAL MANAGEMENT#36 · 246,674 sh | 246,674 | $22.4M | 0.01% | -3.2% |
| 37 | SEI INVESTMENTS#37 · 232,613 sh | 232,613 | $21.1M | 0.02% | -11.3% |
| 38 | Russell Investments Group, Ltd.#38 · 225,430 sh | 225,430 | $20.5M | 0.02% | -13.8% |
| 39 | Qube Research & Technologies Ltd#39 · 215,537 sh | 215,537 | $19.6M | 0.02% | +502.4% |
| 40 | GW&K Investment Management#40 · 204,749 sh | 204,749 | $18.6M | 0.15% | -1.2% |
| 41 | RHUMBLINE ADVISERS#41 · 196,394 sh | 196,394 | $17.8M | 0.01% | +0.3% |
| 42 | KENNEDY CAPITAL MANAGEMENT#42 · 196,094 sh | 196,094 | $17.8M | 0.32% | -4.0% |
| 43 | HOTCHKIS & WILEY CAPITAL MANAGEMENT#43 · 168,562 sh | 168,562 | $15.3M | 0.04% | +33.5% |
| 44 | Invesco Ltd.#44 · 159,878 sh | 159,878 | $14.5M | <0.01% | +4.1% |
| 45 | Nuveen#45 · 135,335 sh | 135,335 | $12.3M | <0.01% | +8.8% |
| 46 | PRINCIPAL FINANCIAL GROUP#46 · 128,836 sh | 128,836 | $11.7M | <0.01% | -1.7% |
| 47 | PRICE T ROWE ASSOCIATES#47 · 122,256 sh | 122,256 | $11.1M | <0.01% | +15.6% |
| 48 | ENVESTNET ASSET MANAGEMENT#48 · 121,751 sh | 121,751 | $11.0M | <0.01% | +14.9% |
| 49 | Allianz Asset Management GmbH#49 · 117,527 sh | 117,527 | $10.7M | <0.01% | +4.4% |
| 50 | NEW YORK STATE COMMON RETIREMENT FUND#50 · 116,533 sh | 116,533 | $10.6M | 0.01% | +14.0% |
| 51 | Swiss National Bank#51 · 113,950 sh | 113,950 | $10.3M | <0.01% | -1.3% |
| 52 | ALLIANCEBERNSTEIN L.P.#52 · 110,935 sh | 110,935 | $10.2M | <0.01% | -6.8% |
| 53 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#53 · 110,726 sh | 110,726 | $10.0M | <0.01% | +1.0% |
| 54 | CITADEL ADVISORS#54 · 105,786 sh | 105,786 | $9.6M | <0.01% | +93.4% |
| 55 | BARCLAYS PLC#55 · 105,390 sh | 105,390 | $9.6M | <0.01% | -55.0% |
| 56 | PUBLIC SECTOR PENSION INVESTMENT BOARD#56 · 98,839 sh | 98,839 | $9.0M | 0.02% | New |
| 57 | MUTUAL OF AMERICA CAPITAL MANAGEMENT#57 · 96,966 sh | 96,966 | $8.8M | — | -6.0% |
| 58 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#58 · 95,451 sh | 95,451 | $8.7M | <0.01% | -10.1% |
| 59 | NORDEA INVESTMENT MANAGEMENT AB#59 · 91,272 sh | 91,272 | $8.3M | <0.01% | -3.4% |
| 60 | BALYASNY ASSET MANAGEMENT L.P.#60 · 84,622 sh | 84,622 | $7.7M | <0.01% | -23.5% |
| 61 | Legal & General Group Plc#61 · 84,113 sh | 84,113 | $7.6M | <0.01% | +0.3% |
| 62 | AMERICAN CENTURY COMPANIES#62 · 83,492 sh | 83,492 | $7.6M | <0.01% | +92.9% |
| 63 | BNP PARIBAS FINANCIAL MARKETS#63 · 83,001 sh | 83,001 | $7.5M | <0.01% | +98.7% |
| 64 | Squarepoint Ops#64 · 82,360 sh | 82,360 | $7.5M | <0.01% | +182.1% |
| 65 | WEDGE CAPITAL MANAGEMENT L L P#65 · 81,104 sh | 81,104 | $7.4M | — | +5.4% |
| 66 | CITIGROUP#66 · 81,061 sh | 81,061 | $7.4M | <0.01% | +65.2% |
| 67 | TEACHER RETIREMENT SYSTEM OF TEXAS#67 · 80,574 sh | 80,574 | $7.3M | 0.02% | -2.3% |
| 68 | ALPS ADVISORS#68 · 76,859 sh | 76,859 | $7.0M | 0.03% | +3.0% |
| 69 | Creative Planning#69 · 75,161 sh | 75,161 | $6.8M | <0.01% | +23.8% |
| 70 | ExodusPoint Capital Management#70 · 74,882 sh | 74,882 | $6.8M | 0.04% | New |
| 71 | FIRST ADVISORS#71 · 73,685 sh | 73,685 | $6.7M | <0.01% | -16.0% |
| 72 | CAPITAL FUND MANAGEMENT S.A.#72 · 70,628 sh | 70,628 | $6.4M | 0.03% | +26.3% |
| 73 | DEUTSCHE BANK AG\#73 · 61,478 sh | 61,478 | $5.6M | <0.01% | -13.6% |
| 74 | RENAISSANCE TECHNOLOGIES#74 · 60,500 sh | 60,500 | $5.5M | <0.01% | -4.0% |
| 75 | MetLife Investment Management#75 · 59,618 sh | 59,618 | $5.4M | 0.02% | +0.1% |
| 76 | Holocene Advisors#76 · 59,030 sh | 59,030 | $5.4M | 0.01% | +42.2% |
| 77 | Retirement Systems of Alabama#77 · 58,416 sh | 58,416 | $5.3M | 0.02% | -18.2% |
| 78 | ROYAL BANK OF CANADA#78 · 57,864 sh | 57,864 | $5.3M | <0.01% | +11.3% |
| 79 | FIFTH THIRD BANCORP#79 · 57,640 sh | 57,640 | $5.2M | <0.01% | -4.2% |
| 80 | PRUDENTIAL FINANCIAL#80 · 54,986 sh | 54,986 | $5.0M | <0.01% | +17.1% |
| 81 | VANGUARD ASSET MANAGEMENT, Ltd#81 · 54,729 sh | 54,729 | $5.0M | <0.01% | -0.7% |
| 82 | Rafferty Asset Management#82 · 54,324 sh | 54,324 | $4.9M | 0.01% | +17.4% |
| 83 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#83 · 52,836 sh | 52,836 | $4.8M | <0.01% | -2.9% |
| 84 | Quantinno Capital Management#84 · 51,886 sh | 51,886 | $4.7M | <0.01% | +48.3% |
| 85 | GREAT LAKES ADVISORS#85 · 50,668 sh | 50,668 | $4.6M | 0.04% | +173.4% |
| 86 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#86 · 48,279 sh | 48,279 | $4.4M | — | -30.3% |
| 87 | Narwhal Capital Management#87 · 47,190 sh | 47,190 | $4.3M | 0.30% | -5.1% |
| 88 | Focus Partners Wealth#88 · 46,038 sh | 46,038 | $4.2M | <0.01% | -8.9% |
| 89 | STIFEL FINANCIAL#89 · 43,911 sh | 43,911 | $4.0M | <0.01% | -4.7% |
| 90 | REGIONS FINANCIAL#90 · 42,758 sh | 42,758 | $3.9M | 0.02% | -9.9% |
| 91 | DENALI ADVISORS#91 · 41,878 sh | 41,878 | $3.8M | 0.38% | New |
| 92 | Man Group plc#92 · 41,277 sh | 41,277 | $3.7M | <0.01% | -26.5% |
| 93 | Watchman Group#93 · 40,846 sh | 40,846 | $3.7M | — | +7.6% |
| 94 | SEGALL BRYANT & HAMILL#94 · 40,344 sh | 40,344 | $3.7M | 0.04% | -2.8% |
| 95 | Callan Family Office#95 · 40,056 sh | 40,056 | $3.6M | 0.07% | -0.2% |
| 96 | Wilmington Savings Fund Society, FSB#96 · 39,562 sh | 39,562 | $3.6M | — | -3.1% |
| 97 | NISA INVESTMENT ADVISORS#97 · 39,387 sh | 39,387 | $3.6M | — | -3.0% |
| 98 | MERCER GLOBAL ADVISORS#98 · 35,437 sh | 35,437 | $3.2M | <0.01% | -10.6% |
| 99 | Vanguard Global Advisers#99 · 34,735 sh | 34,735 | $3.2M | <0.01% | -4.2% |
| 100 | Bridge City Capital#100 · 34,440 sh | 34,440 | $3.1M | 0.71% | -1.9% |
Funds that sold out of UFPI in Q2 2026 (51)
Held UFPI at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.