UFP INDUSTRIES INC (UFPI) — Institutional Holders, Q2 2026 (page 4)
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 301 to 390. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UFPI 13F holders ranked 301–390 of 390
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Arlington#301 · 363 sh | 363 | $32.9K | — | 0.0% |
| 302 | UMB Bank, n.a.#302 · 361 sh | 361 | $32.8K | <0.01% | -64.0% |
| 303 | Farther Finance Advisors#303 · 332 sh | 332 | $30.1K | — | +15.7% |
| 304 | IAG Wealth Partners#304 · 300 sh | 300 | $27.2K | <0.01% | 0.0% |
| 305 | City State Bank#305 · 300 sh | 300 | $27.2K | — | -14.3% |
| 306 | HARBOUR INVESTMENTS#306 · 300 sh | 300 | $27.2K | <0.01% | 0.0% |
| 307 | V-Square Quantitative Management#307 · 258 sh | 258 | $23.4K | — | New |
| 308 | Mitsubishi UFJ Asset Management , Ltd.#308 · 223 sh | 223 | $20.2K | 0.00% | 0.0% |
| 309 | Centerpoint Advisors#309 · 209 sh | 209 | $19.0K | <0.01% | +49.3% |
| 310 | Park Place Capital#310 · 206 sh | 206 | $18.7K | <0.01% | +182.2% |
| 311 | Pinnacle Wealth Planning Services#311 · 204 sh | 204 | $18.5K | <0.01% | -6.4% |
| 312 | IFP Advisors#312 · 187 sh | 187 | $17.0K | — | -48.5% |
| 313 | EverSource Wealth Advisors#313 · 174 sh | 174 | $15.8K | <0.01% | -91.7% |
| 314 | Cornerstone Planning Group#314 · 160 sh | 160 | $13.8K | — | +9.6% |
| 315 | Key FInancial#315 · 151 sh | 151 | $13.7K | <0.01% | 0.0% |
| 316 | Founders Capital Management#316 · 150 sh | 150 | $13.6K | — | 0.0% |
| 317 | Allworth Financial#317 · 148 sh | 148 | $13.4K | <0.01% | -43.7% |
| 318 | Boreal Capital Management#318 · 105 sh | 105 | $9.5K | <0.01% | 0.0% |
| 319 | CREATIVE FINANCIAL DESIGNS#319 · 104 sh | 104 | $9.4K | <0.01% | 0.0% |
| 320 | LRI Investments#320 · 100 sh | 100 | $9.1K | <0.01% | +44.9% |
| 321 | CVA Family Office#321 · 89 sh | 89 | $8.1K | <0.01% | -6.3% |
| 322 | SJS Investment Consulting#322 · 89 sh | 89 | $8.1K | — | +790.0% |
| 323 | FIRST HORIZON NATIONAL#323 · 87 sh | 87 | $7.9K | — | 0.0% |
| 324 | Torren Management#324 · 77 sh | 77 | $7.0K | <0.01% | 0.0% |
| 325 | LOOMIS SAYLES & L P#325 · 75 sh | 75 | $6.8K | 0.00% | -87.1% |
| 326 | Transamerica Financial Advisors#326 · 69 sh | 69 | $6.3K | <0.01% | +6.2% |
| 327 | Kilter Group#327 · 67 sh | 67 | $6.1K | <0.01% | -35.6% |
| 328 | MATHER GROUP#328 · 58 sh | 58 | $5.3K | — | 0.0% |
| 329 | Synergy Investment Management#329 · 58 sh | 58 | $5.1K | <0.01% | New |
| 330 | Retirement Wealth Solutions#330 · 52 sh | 52 | $4.7K | — | -18.8% |
| 331 | Strengthening Families & Communities#331 · 51 sh | 51 | $4.6K | — | +2.0% |
| 332 | Colonial / SC#332 · 50 sh | 50 | $4.6K | <0.01% | -81.9% |
| 333 | FARMERS & MERCHANTS INVESTMENTS#333 · 50 sh | 50 | $4.5K | — | 0.0% |
| 334 | TD PRIVATE CLIENT WEALTH#334 · 50 sh | 50 | $4.5K | <0.01% | +92.3% |
| 335 | Frazier Financial Advisors#335 · 48 sh | 48 | $4.4K | <0.01% | 0.0% |
| 336 | Basepoint Wealth#336 · 48 sh | 48 | $4.3K | <0.01% | +2.1% |
| 337 | AMERIFLEX GROUP#337 · 45 sh | 45 | $4.1K | <0.01% | New |
| 338 | CBIZ Investment Advisory Services#338 · 41 sh | 41 | $3.8K | <0.01% | 0.0% |
| 339 | ACTION POINT FINANCIAL PLANNING#339 · 43 sh | 43 | $3.7K | <0.01% | New |
| 340 | JFS WEALTH ADVISORS#340 · 39 sh | 39 | $3.5K | <0.01% | +14.7% |
| 341 | JPL Wealth Management#341 · 37 sh | 37 | $3.4K | <0.01% | New |
| 342 | Fortitude Family Office#342 · 37 sh | 37 | $3.4K | — | -31.5% |
| 343 | Strategic Wealth Partners, Ltd.#343 · 36 sh | 36 | $3.3K | <0.01% | 0.0% |
| 344 | Basecamp Wealth Advisors#344 · 34 sh | 34 | $3.1K | <0.01% | 0.0% |
| 345 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#345 · 31 sh | 31 | $2.8K | 0.00% | +933.3% |
| 346 | Clearstead Advisors#346 · 31 sh | 31 | $2.8K | 0.00% | +55.0% |
| 347 | ROTHSCHILD INVESTMENT#347 · 31 sh | 31 | $2.8K | <0.01% | -64.8% |
| 348 | Quarry#348 · 27 sh | 27 | $2.5K | <0.01% | New |
| 349 | Creative Capital Management Investments#349 · 23 sh | 23 | $2.1K | <0.01% | New |
| 350 | WPG Advisers#350 · 23 sh | 23 | $2.1K | <0.01% | +15.0% |
| 351 | Physician Wealth Advisors#351 · 21 sh | 21 | $1.9K | — | -32.3% |
| 352 | CoreCap Advisors#352 · 21 sh | 21 | $1.9K | — | New |
| 353 | MANNING & NAPIER ADVISORS#353 · 19 sh | 19 | $1.7K | 0.00% | New |
| 354 | Clearstead#354 · 18 sh | 18 | $1.6K | <0.01% | -84.6% |
| 355 | SHP Wealth Management#355 · 18 sh | 18 | $1.6K | <0.01% | New |
| 356 | Keating Financial Advisory Services#356 · 18 sh | 18 | $1.6K | <0.01% | -18.2% |
| 357 | DiNuzzo Private Wealth#357 · 14 sh | 14 | $1.3K | — | +7.7% |
| 358 | MassMutual Private Wealth & , FSB#358 · 14 sh | 14 | $1.3K | — | -80.6% |
| 359 | James T. Borello RIA#359 · 14 sh | 14 | $1.3K | — | -84.6% |
| 360 | Rialto Wealth Management#360 · 11 sh | 11 | $999.00 | <0.01% | -47.6% |
| 361 | Bay Harbor Wealth Management#361 · 11 sh | 11 | $998.00 | <0.01% | +10.0% |
| 362 | Private Wealth Management Group#362 · 10 sh | 10 | $908.00 | — | 0.0% |
| 363 | Signature Equity Partners#363 · 10 sh | 10 | $907.00 | <0.01% | 0.0% |
| 364 | Bogart Wealth#364 · 9 sh | 9 | $817.00 | 0.00% | 0.0% |
| 365 | HFM Investment Advisors#365 · 9 sh | 9 | $817.00 | <0.01% | +80.0% |
| 366 | Larson Financial Group#366 · 8 sh | 8 | $727.00 | 0.00% | -83.3% |
| 367 | Manchester Capital Management#367 · 8 sh | 8 | $726.00 | — | -27.3% |
| 368 | Sachetta#368 · 8 sh | 8 | $726.00 | <0.01% | -57.9% |
| 369 | MidFirst Bank#369 · 8 sh | 8 | $726.00 | <0.01% | 0.0% |
| 370 | Bell Investment Advisors#370 · 7 sh | 7 | $636.00 | <0.01% | 0.0% |
| 371 | THOMPSON INVESTMENT MANAGEMENT#371 · 6 sh | 6 | $544.00 | — | 0.0% |
| 372 | Quent Capital#372 · 6 sh | 6 | $544.00 | 0.00% | -87.0% |
| 373 | Godfrey Financial Associates#373 · 6 sh | 6 | $544.00 | <0.01% | 0.0% |
| 374 | Principia Wealth Advisory#374 · 5 sh | 5 | $454.00 | <0.01% | -16.7% |
| 375 | Planning Strategies#375 · 4 sh | 4 | $363.00 | — | — |
| 376 | Plante Moran Financial Advisors#376 · 3 sh | 3 | $272.00 | 0.00% | -98.5% |
| 377 | Essential Partners#377 · 2 sh | 2 | $181.00 | — | -50.0% |
| 378 | DecisionPoint Financial#378 · 2 sh | 2 | $179.00 | 0.00% | New |
| 379 | Dunhill Financial#379 · 1 sh | 1 | $110.00 | 0.00% | 0.0% |
| 380 | GHP Investment Advisors#380 · 1 sh | 1 | $91.00 | — | 0.0% |
| 381 | RAFFA WEALTH MANAGEMENT#381 · 1 sh | 1 | $91.00 | 0.00% | New |
| 382 | MARYLAND CAPITAL ADVISORS#382 · 1 sh | 1 | $91.00 | — | — |
| 383 | Hughes Financial Services#383 · 1 sh | 1 | $91.00 | 0.00% | New |
| 384 | Rossby Financial, LCC#384 · 1 sh | 1 | $91.00 | 0.00% | -97.5% |
| 385 | Raleigh Capital Management#385 · 0 sh | 0 | $9.00 | 0.00% | New |
| 386 | Valued Wealth Advisors#386 · 0 sh | 0 | $3.00 | 0.00% | -100.0% |
| 387 | Avion Wealth#387 · 6 sh | 6 | $0.00 | 0.00% | 0.0% |
| 388 | Erste Asset Management GmbH#388 · 0 sh | 0 | $0.00 | 0.00% | New |
| 389 | Navigoe#389 · 1 sh | 1 | $0.00 | 0.00% | New |
| 390 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#390 · 65,381 sh | 65,381 | — | — | +0.1% |
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.