Fund shareholders of UFP Industries Inc
ISIN US90278Q1085 · United States · LEI 5493007KB485C9OV5572
- Fund shareholders
- 385
- Of which ETFs
- 92 293 other funds
- Value held
- ≈ 2.3B $ 2.3B $ · 12.4M SEK
- Share of capital
- 46.8 % of 55.2M shares on Jun 27, 2026
385 funds hold this company. This table lists the 384 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| S&P MidCap Index Fund SHELTON FUNDS | 1,954 | 158.3K $ | 0.14 % | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 1,927 | 156.1K $ | 0.06 % | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,802 | 156.3K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,789 | 162.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 1,763 | 160K $ | 0.20 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 1,752 | 141.9K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Spectrum Fund Meeder Funds | 1,723 | 156.3K $ | 0.06 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,649 | 149.6K $ | 0.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 1,607 | 139.4K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,605 | 145.6K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,440 | 130.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,430 | 129.8K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,415 | 122.7K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,408 | 127.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,371 | 111.1K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,310 | 106.1K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,301 | 105.4K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| NPF Core Equity ETF Elevation Series Trust | 1,299 | 112.7K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Horizon Small/Mid Cap Core Equity ETF Horizon Funds | 1,244 | 100.8K $ | 0.17 % | 0.00 % | as of May 31, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 1,178 | 106.9K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| M3Sixty Small Cap Growth Fund 360 Funds | 1,154 | 93.5K $ | 0.85 % | 0.00 % | as of May 31, 2026 ↗ |
| Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 1,130 | 98K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,075 | 97.5K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 999 | 90.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 904 | 82K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 901 | 81.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 888 | 80.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 868 | 78.8K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 829 | 71.9K $ | 0.10 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 812 | 73.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 806 | 65.3K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 738 | 64K $ | 0.11 % | 0.00 % | as of Jul 31, 2026 ↗ |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 707 | 64.2K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 690 | 55.9K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 618 | 56.1K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust | 609 | 49.3K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 606 | 49.1K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 601 | 54.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 494 | 44.8K $ | 0.17 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 486 | 44.1K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| First Trust RBA Deglobalization ETF First Trust Exchange-Traded Fund VI | 485 | 44K $ | 1.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 474 | 41.1K $ | 0.09 % | 0.00 % | as of Jul 31, 2026 ↗ |
| S&P MidCap 400 Pure Value Fund Rydex Series Funds | 446 | 40.5K $ | 0.55 % | 0.00 % | as of Jun 30, 2026 ↗ |
| S&P MidCap 400 Pure Value Fund Rydex Variable Trust | 445 | 40.4K $ | 0.55 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 413 | 35.8K $ | 0.30 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AQR Trend Total Return Fund AQR Funds | 401 | 36.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 360 | 32.7K $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 326 | 29.6K $ | 0.29 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 319 | 28.9K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 319 | 28.9K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 318 | 28.9K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 317 | 27.5K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 308 | 27.9K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 281 | 22.8K $ | 0.07 % | 0.00 % | as of May 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 262 | 23.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 235 | 21.3K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 228 | 20.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 205 | 17.8K $ | 0.13 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 200 | 18.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 200 | 18.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 196 | 17.8K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 196 | 17.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust | 168 | 13.6K $ | 0.18 % | 0.00 % | as of May 31, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 160 | 14.5K $ | 0.53 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 158 | 14.3K $ | 0.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 157 | 12.7K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 154 | 14K $ | 0.12 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 142 | 12.9K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 138 | 12.5K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Themes US Infrastructure ETF Themes ETF Trust | 101 | 9.2K $ | 0.26 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 92 | 8.3K $ | 0.23 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 85 | 7.7K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 81 | 7K $ | 0.26 % | 0.00 % | as of Jul 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 78 | 6.8K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 57 | 5.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 54 | 4.4K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 53 | 4.8K $ | 0.69 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 51 | 4.4K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 48 | 4.2K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 47 | 4.3K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P Sector Neutral Dividend ETF SPDR SERIES TRUST | 31 | 2.8K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 18 | 1.5K $ | 0.13 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 16 | 1.5K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 11 | 891 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Pictet - Timber Pictet Asset Management (Europe) S.A. | 1.89 % | as of Sep 30, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Royce Small-Cap Special Equity Fund ROYCE FUND | 3.15 % | as of Jun 30, 2026 ↗ |
| Virtus KAR Small-Cap Core Fund Virtus Equity Trust | 2.80 % | as of Jun 30, 2026 ↗ |
| Royce SMid-Cap Total Return Fund ROYCE FUND | 2.27 % | as of Jun 30, 2026 ↗ |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 2.21 % | as of Jun 30, 2026 ↗ |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | 2.15 % | as of Jun 30, 2026 ↗ |
| Pictet - Timber Pictet Asset Management (Europe) S.A. | 1.89 % | as of Sep 30, 2025 ↗ |
| Royce Small-Cap Total Return Fund ROYCE FUND | 1.85 % | as of Jun 30, 2026 ↗ |
| Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | 1.81 % | as of Jun 30, 2026 ↗ |
| JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust | 1.62 % | as of Jun 30, 2026 ↗ |
| AMG River Road Small Cap Value Fund AMG Funds IV | 1.51 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 383 | -11 | 25,808,674 | +0.4 % |
| 2026Q2 | 394 | +4 | 25,716,285 | +3.8 % |
| 2026Q1 | 390 | -8 | 24,782,018 | -1.2 % |
| 2025Q4 | 398 | -24 | 25,083,218 | -5.3 % |
| 2025Q3 | 422 | -24 | 26,479,401 | -9.4 % |
| 2025Q2 | 446 | -4 | 29,231,250 | +1.2 % |
| 2025Q1 | 450 | -9 | 28,893,762 | +1.4 % |
| 2024Q4 | 459 | -7 | 28,482,521 | +3.7 % |
| 2024Q3 | 466 | -4 | 27,458,576 | -2.1 % |
| 2024Q2 | 470 | +12 | 28,039,251 | +2.7 % |
| 2024Q1 | 458 | +1 | 27,304,517 | -5.9 % |
| 2023Q4 | 457 | 29,012,826 |
Institutional managers
387 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 7,701,118 | 709.4M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3,187,680 | 293.6M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,154,679 | 198.5M $ | as of Mar 31, 2026 |
| WASATCH ADVISORS LP | 2,037,908 | 187.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,912,790 | 176.2M $ | as of Mar 31, 2026 |
| Boston Partners | 1,803,658 | 166.1M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,544,052 | 142.3M $ | as of Mar 31, 2026 |
| FMR LLC | 1,335,257 | 123M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 1,137,820 | 104.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 1,078,445 | 99.3M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 1,060,153 | 96.6M $ | as of Mar 31, 2026 |
| River Road Asset Management, LLC | 889,843 | 82M $ | as of Mar 31, 2026 |
| T. Rowe Price Investment Management, Inc. | 842,208 | 77.6K $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 824,386 | 75.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 811,155 | 74.7M $ | as of Mar 31, 2026 |
| DEPRINCE RACE & ZOLLO INC | 579,797 | 53.4M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 507,115 | 46.7M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 478,237 | 43.9M $ | as of Mar 31, 2026 |
| Copeland Capital Management, LLC | 430,026 | 39.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 421,635 | 38.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 403,272 | 37.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 383,967 | 35.4M $ | as of Mar 31, 2026 |
| GENDELL JEFFREY L | 375,698 | 34.6M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 370,342 | 34.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 361,907 | 33.3M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Fund shareholders of UFP Industries Inc". https://titelia.com/en/stocks/ufp-industries-inc-US90278Q1085