UFP Industries, Inc.

UFPI • NASDAQ

UFP Industries, Inc. is a paper, lumber & forest products company in the basic materials sector on NASDAQ, led by William D. Schwartz, with a market cap of $5.4B. As of Q3 2025, 84% of shares are held by 403 institutional investors, with BlackRock, Inc. as the largest holder at 12.84%.

CEOWilliam D. Schwartz

Market Cap$5.4B

Paper, Lumber & Forest Products

Basic Materials

Employees15.8K

Websiteufpi.com

Country

United States of America

Overview

Overview of institutional ownership in UFPI as of Q3 2025 with a market cap of $5.5B

All Institutions

Institutions: 403
Value Held: $4.6B
Shares Held: 49.0M
Avg Position: $11.4M
Median Position: $680.7K

Hedge Funds

Hedge Funds: 35
Value Held: $193.2M
Shares Held: 2.1M
Avg Position: $5.5M
Median Position: $2.9M

Ownership Breakdown

Institutional (non-HF)

80.15%

$4.4B

Hedge Funds

3.53%

$193.2M

Retail & Other

16.32%

$893.4M

Based on market cap of $5.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UFPI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$702.8M 0.01% of portfolio	12.84% 7.5M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$570.3M 0.01% of portfolio	10.42% 6.1M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$334.0M 0.81% of portfolio	6.10% 3.6M shares	Q2 2023 Held for 2y 5m	$41.0B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$204.6M 0.01% of portfolio	3.74% 2.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$176.4M 0.18% of portfolio	3.22% 1.9M shares	Q3 2024 Held for 1y 2m	$97.8B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$174.3M 0.04% of portfolio	3.18% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$144.7M 0.01% of portfolio	2.64% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$120.8M 0.65% of portfolio	2.21% 1.3M shares	Q3 2023 Held for 2y 2m	$18.6B
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$113.7M 0.18% of portfolio	2.09% 1.2M shares	Q4 2021 Held for 3y 11m	$61.5B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$98.9M 0.01% of portfolio	1.81% 1.1M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B

Net Capital Flow

Institutional buying and selling activity for UFPI in Q3 2025

Traded: −$36.3M
Buyers: 178
Sellers: 219
Total Bought: +$291.5M
Total Sold: −$327.7M
Avg Position: $10.2M

Biggest Buyers

Institution	Net Bought	Current Position
D DEPRINCE RACE & ZOLLO INC Long Only Manager	+$42.0M +448.8K shares	$42.0M 448.8K shares
River Road Asset Management, LLC Long Only Manager	+$41.2M +441.1K shares	$50.1M 536.1K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$26.9M +288.1K shares	$39.8M 425.3K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$18.1M +193.9K shares	$90.7M 970.6K shares
G GENDELL JEFFREY L Institution	+$16.4M +175.9K shares	$22.5M 240.9K shares
UBS Group AG Institution	+$12.9M +138.0K shares	$40.1M 429.4K shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	+$8.8M +94.0K shares	$8.8M 94.0K shares
H HRT FINANCIAL LLC Institution	+$8.5M +91.0K shares	$9.7M 103.4K shares
D D. E. Shaw & Co., Inc. Institution	+$7.4M +79.4K shares	$26.9M 287.5K shares
R Russell Investments Group, Ltd. RIA/Wealth	+$6.9M +73.4K shares	$16.6M 177.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
VANGUARD GROUP INC Institution	−$31.4M −335.5K shares	$570.3M 6.1M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$26.8M −286.8K shares	$23.4M 250.2K shares
FRANKLIN RESOURCES INC Institution	−$16.1M −172.2K shares	$41.8M 446.9K shares
L Laurel Wealth Advisors LLC RIA/Wealth	−$12.8M −128.5K shares	Sold Off 0 shares
C Cubist Systematic Strategies, LLC Institution	−$12.1M −129.6K shares	$6.8M 73.2K shares
FIRST TRUST ADVISORS LP ETF Provider	−$12.0M −128.7K shares	$7.5M 80.7K shares
B BlackRock, Inc. Institution	−$11.8M −126.5K shares	$702.8M 7.5M shares
WASATCH ADVISORS INC Long Only Manager	−$10.9M −116.4K shares	$120.8M 1.3M shares
A AMERICAN CENTURY COMPANIES INC Institution	−$10.1M −107.8K shares	$5.0M 53.3K shares
LOOMIS SAYLES & CO L P Long Only Manager	−$8.4M −89.5K shares	$13.8M 147.6K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UFPI in Q3 2025

New Positions: 14
New Value: $48.6M
Exited Positions: 48
Exited Value: $51.0M

New Positions

Institution	Position Value
D DEPRINCE RACE & ZOLLO INC Long Only Manager	$42.0M 448.8K shares
Numerai GP LLC Hedge Fund•Quant	$3.6M 38.1K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$1.4M 14.9K shares
Morningstar Investment Management LLC Long Only Manager	$856.6K 9.2K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$776.0K 8.3K shares
R Root Financial Partners, LLC RIA/Wealth	$18.8K 201.0 shares
S Salomon & Ludwin, LLC Institution	$13.6K 148.0 shares
Sontag Advisory, LLC RIA/Wealth	$13.5K 144.0 shares
FIRST HORIZON NATIONAL CORP RIA/Wealth	$8.1K 87.0 shares
Transamerica Financial Advisors, Inc. Institution	$4.4K 47.0 shares

Exited Positions

Institution	Previous Position
L Laurel Wealth Advisors LLC RIA/Wealth	$12.8M 128.5K shares
W WINMILL & CO. INC Institution	$7.2M 72.3K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$3.9M 39.3K shares
Brandywine Global Investment Management, LLC Long Only Manager	$3.6M 36.0K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$3.3M 32.9K shares
Granite Investment Partners, LLC Long Only Manager	$2.6M 26.2K shares
T TWO SIGMA SECURITIES, LLC Institution	$1.6M 16.4K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$1.3M 13.1K shares
ARGENT CAPITAL MANAGEMENT LLC Long Only Manager	$1.3M 12.6K shares
C CAXTON ASSOCIATES LLP Institution	$1.1M 11.1K shares

Options Activity

Institutions with the largest Call and Put options positions in UFPI as of Q3 2025

Call Positions: 2
Call Value: $953.6K
Put Positions: 3
Put Value: $1.2M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$617.0K 66.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$336.6K 36.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$486.1K 52.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$364.6K 39.0 contracts
W WOLVERINE TRADING, LLC Institution	$332.1K 36.0 contracts

Most Committed Institutions

Institutions with UFPI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
C Covalent Partners LLC Hedge Fund•Value	William Duncan Benjes Managing Partner	12.26% $1.7M	0.03% 18.5K shares	Q3 2025 Held for 2 months	$14.1M
Henrickson Nauta Wealth Advisors, Inc. RIA/Wealth	Douglas Allen Henrickson President	5.51% $17.4M	0.32% 186.3K shares	Q4 2021 Held for 3y 11m	$316.1M
Q QSV Equity Investors LLC Institution	-	1.19% $1.2M	0.02% 12.4K shares	Q4 2023 Held for 1y 11m	$97.9M
Bridge City Capital, LLC Long Only Manager	Alexander Jackson Woodward President	1.03% $3.8M	0.07% 41.1K shares	Q2 2018 Held for 7y 5m	$374.5M
Copeland Capital Management, LLC Long Only Manager	Eric Copeland Brown CEO	0.91% $43.5M	0.79% 464.8K shares	Q1 2021 Held for 4y 8m	$4.8B
W Watchman Group, Inc. Institution	-	0.87% $3.6M	0.07% 38.5K shares	Q4 2019 Held for 5y 11m	$413.1M
Advantage Alpha Capital Partners LP Hedge Fund•Market Neutral	Anthony Pir Brenner Chairman	0.87% $2.9M	0.05% 30.9K shares	Q4 2021 Held for 3y 11m	$331.9M
D DEPRINCE RACE & ZOLLO INC Long Only Manager	Jr. Victor Zollo CEO	0.84% $42.0M	0.77% 448.8K shares	Q3 2025 Held for 2 months	$5.0B
Palisades Investment Partners, LLC RIA/Wealth	Quinn R. Stills Managing Partner	0.83% $2.1M	0.04% 22.6K shares	Q2 2024 Held for 1y 5m	$254.6M
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	0.81% $334.0M	6.10% 3.6M shares	Q2 2023 Held for 2y 5m	$41.0B

Hedge Fund Spotlight

Discover hedge funds investing in UFPI

Schonfeld Strategic Advisors LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerRyan Andrew Tolkin

Portfolio Value: $14.3B
Positions: 1,879
Last Reported: Q3 2025

Sector Allocation

Position in UFP Industries, Inc.

Market Value: $4.7M
Shares Held: 49.8K
Portfolio Weight: 0.03%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
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2 iShares Bitcoin Trust IBIT	ETF ETF	$440.9M	3.08%
3 ETHA iShares Ethereum Trust ETHA	Unknown Unknown	$337.6M	2.36%

View full profile

UFP Industries, Inc.

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in UFP Industries, Inc.

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