UFPI — UFP INDUSTRIES INC
As of Q2 2026, 37 SEC-registered investment managers reported holding UFPI (UFP INDUSTRIES INC) in their latest 13F filings, with a combined reported value of $1.79B across 19.82M shares. That is +7.3% by share count (+1.34M shares) versus the previous quarter, while reported value moved +5.6%. Ownership is concentrated: the five largest holders account for 64.1% of reported value and the top ten for 80.7%.
Compared with the prior quarter, 3 opened new positions, 16 added to existing stakes, 16 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UFPI is classified in the Materials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 7.58M | $688.06M | 0.01% | Reduce |
| Vanguard Group history | Q4 2025 | 6.12M | $556.97M | 0.01% | Hold |
| Geode Capital Management history | Q2 2026 | 1.59M | $144.42M | 0.01% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.51M | $136.59M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 1.12M | $101.78M | 0.01% | Add |
| Royce & Associates history | Q2 2026 | 823.59K | $74.73M | 0.60% | Hold |
| Charles Schwab Investment Management history | Q2 2026 | 795.64K | $72.20M | 0.01% | Reduce |
| Franklin Resources history | Q2 2026 | 691.74K | $62.77M | 0.01% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 639.52K | $58.03M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 599.46K | $54.40M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 548.55K | $49.78M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 457.78K | $41.54M | 0.01% | Add |
| AQR Capital Management history | Q2 2026 | 442.60K | $40.16M | 0.01% | Reduce |
| BNY Mellon history | Q2 2026 | 375.43K | $34.07M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 340.56K | $30.90M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 297.54K | $27.43M | 0.00% | New |
| D. E. Shaw & Co history | Q2 2026 | 297.89K | $27.03M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 281.35K | $25.53M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 258.33K | $23.44M | 0.02% | Add |
| Invesco Ltd history | Q2 2026 | 159.88K | $14.51M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 297.54K sh · $27.43M
- PSP Investments 98.84K sh · $8.97M
- Markel Corp 4.00K sh · $362.96K
Fully Exited (vs previous quarter)
- Marshall Wace sold 65.94K sh · $6.07M
- Janus Henderson Group sold 26.22K sh · $2.41M
- Arrowstreet Capital sold 17.59K sh · $1.62M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 8.30M | 7.90M | 7.62M | 7.64M | 7.52M | 7.55M | 7.70M | 7.58M |
| Geode Capital Management | 1.17M | 1.12M | 1.09M | 1.14M | 1.14M | 1.16M | 1.26M | 1.33M | 1.36M | 1.42M | 1.45M | 1.51M | 1.53M | 1.48M | 1.56M | 1.59M | 1.55M | 1.53M | 1.54M | 1.59M |
| Fidelity Management & Research (FMR) | 1.42M | 1.41M | 1.53M | 1.35M | 906.43K | 909.58K | 1.18M | 1.24M | 1.01M | 1.02M | 1.41M | 1.44M | 1.64M | 1.75M | 1.95M | 935.26K | 877.98K | 1.25M | 1.34M | 1.51M |
| Northern Trust Corp | 973.94K | 986.88K | 975.50K | 983.53K | 967.44K | 999.80K | 1.14M | 1.10M | 1.11M | 1.07M | 976.19K | 1.01M | 1.01M | 1.11M | 1.13M | 1.09M | 1.06M | 1.07M | 1.08M | 1.12M |
| Royce & Associates | 1.02M | 875.91K | 809.28K | 702.41K | 560.91K | 589.26K | 659.07K | 662.06K | 793.31K | 699.99K | 671.32K | 651.95K | 620.31K | 628.57K | 697.31K | 786.12K | 768.37K | 806.39K | 824.39K | 823.59K |
| Charles Schwab Investment Management | 473.44K | 484.28K | 543.94K | 538.80K | 564.32K | 570.37K | 561.11K | 569.94K | 749.26K | 753.56K | 761.15K | 765.84K | 769.84K | 772.00K | 770.26K | 790.65K | 797.33K | 804.99K | 811.15K | 795.64K |
| Franklin Resources | 1.94M | 1.64M | 1.52M | 1.64M | 1.87M | 1.89M | 2.00M | 1.79M | 1.53M | 1.28M | 1.35M | 1.04M | 1.23M | 1.29M | 1.51M | 619.10K | 446.93K | 495.67K | 1.14M | 691.74K |
| Norges Bank Investment Management | — | — | — | — | — | 582.46K | — | — | — | 692.04K | — | 796.94K | — | 738.12K | — | 753.87K | — | 825.74K | — | 639.52K |
| Morgan Stanley | 289.68K | 344.29K | 327.83K | 549.66K | 619.45K | 588.33K | 358.77K | 391.46K | 391.53K | 429.51K | 475.24K | 428.20K | 541.64K | 445.75K | 402.02K | 411.13K | 362.67K | 382.68K | 361.91K | 599.46K |
| Goldman Sachs Group | 146.10K | 197.31K | 369.32K | 251.49K | 297.82K | 240.68K | 315.64K | 637.06K | 649.48K | 573.41K | 447.78K | 235.96K | 289.93K | 400.71K | 298.61K | 252.88K | 273.75K | 441.90K | 421.63K | 548.55K |
| Wells Fargo & Co | 346.83K | 174.59K | 141.85K | 85.67K | 31.58K | 27.05K | 43.87K | 50.54K | 42.43K | 412.12K | 417.13K | 418.19K | 415.50K | 384.84K | 415.46K | 411.48K | 428.57K | 357.55K | 370.34K | 457.78K |
| AQR Capital Management | 33.16K | 53.15K | 61.45K | 63.66K | 89.14K | 107.53K | 85.89K | 351.92K | 679.14K | 549.38K | 495.67K | 608.19K | 531.96K | 430.25K | 398.91K | 347.52K | 317.36K | 473.64K | 478.24K | 442.60K |
| BNY Mellon | 727.55K | 682.84K | 684.89K | 685.44K | 685.63K | 696.82K | 713.83K | 721.13K | 692.38K | 682.76K | 654.20K | 652.34K | 552.71K | 577.83K | 551.26K | 561.47K | 547.69K | 405.31K | 403.27K | 375.43K |
| UBS Group AG | 18.92K | 45.63K | 55.57K | 89.54K | 96.36K | 176.98K | 187.78K | 87.78K | 70.53K | 82.19K | 126.28K | 47.62K | 59.48K | 321.43K | 454.12K | 291.47K | 429.44K | 199.82K | 224.76K | 340.56K |
| JPMorgan Chase & Co | 409.43K | 432.96K | 409.32K | 522.33K | 554.39K | 629.67K | 583.83K | 713.00K | 660.80K | 640.51K | 672.55K | 570.54K | 631.40K | 698.68K | 544.05K | 504.40K | 494.72K | 407.52K | — | 297.54K |
| D. E. Shaw & Co | — | — | — | — | — | — | 18.02K | — | — | — | — | — | 19.45K | 12.29K | 100.95K | 208.15K | 287.51K | 465.59K | 335.77K | 297.89K |
| Bank of America Corp | 306.40K | 289.13K | 296.28K | 207.35K | 161.54K | 209.63K | 230.25K | 233.59K | 295.02K | 166.85K | 303.56K | 194.14K | 228.31K | 216.69K | 304.07K | 322.73K | 334.83K | 283.13K | 255.66K | 281.35K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 7.33K | — | 121.83K | 53.98K | 258.33K |
| Invesco Ltd | 337.97K | 365.76K | 324.01K | 336.92K | 336.94K | 338.05K | 197.41K | 305.46K | 381.17K | 487.11K | 600.76K | 610.89K | 784.53K | 651.61K | 655.04K | 127.25K | 130.86K | 152.99K | 153.60K | 159.88K |
| Principal Global Investors | 498.64K | 475.57K | 455.64K | 392.80K | 381.93K | 390.08K | 253.19K | 243.20K | 244.50K | 248.16K | 251.61K | 228.29K | 160.09K | 160.66K | 162.48K | 138.56K | 132.15K | 126.24K | 131.04K | 128.84K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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