← Every company
Funds Holding UFP Industries Inc
Every registered fund lists what it holds each quarter. These are the ones reporting a position in UFP Industries Inc, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of UFPI →Funds holding
112
as of 2026-07-31
Reported value
$596.3M
summed across funds
Fund families
53
named trusts
Largest conviction
1.51%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| AMG River Road Small Cap Value FundAMG Funds IV173.7K sh$15.1M | 1.51% |
| AMG River Road Small-Mid Cap Value FundAMG Funds IV46.4K sh$4M | 1.17% |
| AMG River Road Mid Cap Value FundAMG Funds IV52.9K sh$4.6M | 1.14% |
| Columbia Small Cap Value Discovery FundCOLUMBIA FUNDS SERIES TRUST I258.7K sh$22.4M | 0.90% |
| Direxion Daily Homebuilders & Supplies Bull 3X SharesDirexion Shares ETF Trust49.6K sh$4.3M | 0.81% |
| Franklin Mutual Small-Mid Cap Value FundFranklin Value Investors Trust19.9K sh$1.7M | 0.74% |
| Fidelity Small Cap Value FundFidelity Securities Fund460.8K sh$40M | 0.73% |
| SA Franklin Small Company Value PortfolioSUNAMERICA SERIES TRUST22.7K sh$2M | 0.66% |
| Franklin Small Cap Value FundFranklin Value Investors Trust313.4K sh$27.2M | 0.63% |
| Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust94.1K sh$8.2M | 0.62% |
| Tax-Managed U.S. Mid & Small Cap FundRUSSELL INVESTMENT CO123.1K sh$10.7M | 0.52% |
| Invesco S&P Midcap 400 Pure Value ETFInvesco Exchange-Traded Fund Trust19.6K sh$1.7M | 0.51% |
| Fidelity Value FundFidelity Capital Trust611.7K sh$53.1M | 0.51% |
| Fidelity Advisor Value FundFidelity Advisor Series I23K sh$2M | 0.50% |
| First Trust Mid Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund10.7K sh$929.2K | 0.41% |
| Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust43.6K sh$3.8M | 0.37% |
| Fidelity Series Small Cap Core FundFidelity Concord Street Trust66.1K sh$5.7M | 0.36% |
| Pacer Lunt Midcap Multi-Factor Alternator ETFPacer Funds Trust2.2K sh$194K | 0.36% |
| Allspring Small Company Value PortfolioALLSPRING MASTER TRUST26.6K sh$2.3M | 0.35% |
| American Beacon Small Cap Value FundAMERICAN BEACON FUNDS144.6K sh$12.5M | 0.34% |
| Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust413 sh$35.8K | 0.30% |
| First Trust Mid Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund45.4K sh$3.9M | 0.29% |
| Fidelity Mid Cap Value K6 FundFidelity Devonshire Trust7.6K sh$655.1K | 0.28% |
| Fidelity Mid Cap Value FundFidelity Devonshire Trust75.5K sh$6.5M | 0.27% |
| MID-CAP VALUE PROFUNDProFunds81 sh$7K | 0.26% |
| PGIM Quant Solutions Small-Cap Value FundTarget Portfolio Trust12.5K sh$1.1M | 0.25% |
| FlexShares Morningstar Global Upstream Natural Resources Index FundFlexShares Trust191.2K sh$16.6M | 0.23% |
| BNY Mellon US Small Cap Core Equity ETFBNY Mellon ETF Trust2.1K sh$182.6K | 0.21% |
| SmallCap Value Fund IIPrincipal Funds, Inc30.3K sh$2.6M | 0.21% |
| JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust14.1K sh$1.2M | 0.21% |
| U.S. Sustainability Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC13.9K sh$1.2M | 0.19% |
| Victory Small Cap Stock FundVictory Portfolios III20.4K sh$1.8M | 0.18% |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust14.8K sh$1.3M | 0.18% |
| Federated Hermes Mid-Cap Index FundFederated Hermes Index Trust6K sh$519.3K | 0.18% |
| Dimensional US Small Cap Value ETFDimensional ETF Trust159K sh$13.8M | 0.17% |
| Global X Russell 2000 ETFGLOBAL X FUNDS27.4K sh$2.4M | 0.16% |
| U.S. Small Cap Equity FundRUSSELL INVESTMENT CO18K sh$1.6M | 0.16% |
| Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST139K sh$12.1M | 0.16% |
| Fidelity Small Cap Index FundFidelity Salem Street Trust626.7K sh$54.4M | 0.16% |
| SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST6.5K sh$562.2K | 0.16% |
| Nuveen Small Cap Blend Index FundTIAA-CREF Funds74.4K sh$6.5M | 0.16% |
| Nationwide Small Cap Index FundNationwide Mutual Funds5K sh$432.9K | 0.16% |
| Column Mid Cap Select FundTrust for Professional Managers53.7K sh$4.5M | 0.14% |
| BNY Mellon Midcap Index Fund, Inc.BNY MELLON MIDCAP INDEX FUND, INC.20.7K sh$1.8M | 0.14% |
| Pacer Trendpilot US Mid Cap ETFPacer Funds Trust6.2K sh$537.4K | 0.14% |
| SA Mid Cap Index PortfolioSUNAMERICA SERIES TRUST8.1K sh$706.8K | 0.14% |
| MidCap S&P 400 Index FundPrincipal Funds, Inc21.6K sh$1.9M | 0.14% |
| Nationwide Mid Cap Market Index FundNationwide Mutual Funds7.5K sh$651.2K | 0.14% |
| PGIM Quant Solutions Mid-Cap Index FundPrudential Investment Portfolios 2205 sh$17.8K | 0.13% |
| iShares U.S. Small-Cap Equity Factor ETFiShares Trust62.4K sh$5.4M | 0.13% |
| First Eagle Small Cap Opportunity FundFirst Eagle Funds43.9K sh$3.8M | 0.13% |
| Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I4.9K sh$424.4K | 0.13% |
| First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund2.4K sh$205.5K | 0.12% |
| Dimensional U.S. Targeted Value ETFDimensional ETF Trust201.3K sh$17.5M | 0.12% |
| U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC268.6K sh$23.3M | 0.12% |
| Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust8.4K sh$731K | 0.11% |
| Embark Small Cap Equity FundHarbor Funds II8.2K sh$707.1K | 0.11% |
| ULTRA SMALL CAP PROFUNDProFunds738 sh$64K | 0.11% |
| U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC208.4K sh$18.1M | 0.11% |
| Direxion Daily Mid Cap Bull 3X SharesDirexion Shares ETF Trust829 sh$71.9K | 0.10% |
| U.S. SMALL CAP VALUE PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC230.3K sh$20M | 0.10% |
| Dimensional U.S. Small Cap ETFDimensional ETF Trust178.9K sh$15.5M | 0.10% |
| Dimensional VA U.S. Targeted Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC10.4K sh$905.3K | 0.10% |
| Steward Values Enhanced Small-Mid Cap FundSteward Funds Inc2.2K sh$190.6K | 0.10% |
| iShares Morningstar Small-Cap Value ETFiShares Trust7.5K sh$652.8K | 0.09% |
| ULTRA MID CAP PROFUNDProFunds474 sh$41.1K | 0.09% |
| iShares Morningstar Small-Cap ETFiShares Trust2.4K sh$208.6K | 0.07% |
| Column Mid Cap FundTrust for Professional Managers9.7K sh$818.5K | 0.07% |
| Fidelity MSCI Industrials Index ETFFIDELITY COVINGTON TRUST18.7K sh$1.6M | 0.07% |
| Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust20.8K sh$1.8M | 0.07% |
| Victory Extended Market Index FundVictory Portfolios III6.4K sh$555.7K | 0.07% |
| iShares Russell Small/Mid-Cap Index FundBlackRock Funds10.2K sh$883.4K | 0.07% |
| Morningstar U.S. Equity FundMorningstar Funds Trust13.7K sh$1.2M | 0.06% |
| iShares Morningstar Small-Cap Growth ETFiShares Trust6.2K sh$541.1K | 0.06% |
| SMALL-CAP PROFUNDProFunds48 sh$4.2K | 0.05% |
| MID-CAP PROFUNDProFunds51 sh$4.4K | 0.05% |
| U.S. MICRO CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC38.1K sh$3.3M | 0.04% |
| U.S. VECTOR EQUITY PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC19.7K sh$1.7M | 0.03% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST45K sh$3.9M | 0.03% |
| iShares Core Dividend ETFiShares Trust5.6K sh$489.6K | 0.03% |
| Dimensional US Vector Equity ETFDimensional ETF Trust1.8K sh$156.3K | 0.03% |
| Dimensional U.S. Marketwide Value ETFDimensional ETF Trust49.4K sh$4.3M | 0.03% |
| U.S. Social Core Equity 2 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC7.5K sh$651.3K | 0.03% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust27K sh$2.3M | 0.02% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC105.5K sh$9.2M | 0.02% |
| Goldman Sachs Multi-Manager Global Equity FundGoldman Sachs Trust II4.6K sh$400.8K | 0.02% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust117.6K sh$10.2M | 0.02% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS319.6K sh$27.7M | 0.02% |
| U.S. Sustainability Core 1 PortfolioDFA INVESTMENT DIMENSIONS GROUP INC19.8K sh$1.7M | 0.02% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS224.6K sh$19.5M | 0.02% |
| Column Small Cap FundTrust for Professional Managers1.2K sh$102K | 0.02% |
| iShares Core Dividend Growth ETFiShares Trust88.6K sh$7.7M | 0.02% |
| Dimensional US Sustainability Core 1 ETFDimensional ETF Trust4.7K sh$406K | 0.02% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust1.6K sh$139.4K | 0.02% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC83.8K sh$7.3M | 0.02% |
| NPF Core Equity ETFElevation Series Trust1.3K sh$112.7K | 0.02% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust5.8K sh$500.5K | 0.01% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust3.5K sh$304K | 0.01% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust1.1K sh$98K | 0.01% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust13.4K sh$1.2M | 0.01% |
| Nationwide Fundamental All Cap Equity PortfolioNationwide Mutual Funds1.4K sh$122.7K | 0.01% |
| iShares Dow Jones U.S. ETFiShares Trust2.6K sh$225.2K | 0.01% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III317 sh$27.5K | 0.01% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS18.6K sh$1.6M | 0.01% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds3.9K sh$335.4K | 0.01% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust16.7K sh$1.4M | 0.01% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust30.6K sh$2.7M | 0.01% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST34.1K sh$3M | 0.01% |
| Nuveen Equity Index FundTIAA-CREF Funds44K sh$3.8M | 0.01% |
| E*TRADE No Fee Total Market Index FundE Trade Trust78 sh$6.8K | 0.01% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS41.6K sh$3.6M | 0.00% |
| First Trust Long/Short Equity ETFFirst Trust Exchange-Traded Fund III-8.6K sh-$746.7K | -0.03% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on UFPI
Company overviewEverything on UFPI in one place, with the price.SEC filingsWhat UFPI's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat UFPI's own officers and directors buy and sell.Who owns itEvery manager reporting a position in UFPI.PatentsWhat UFPI is filing at the patent office.AircraftThe jets on UFPI's registration.