UFP Industries, Inc.
DE ˙ DB ˙ US90278Q1085
68,58 € ↓ -0,66 (-0,95%)
2026-06-04
DEL PRIS
SecurityDE:UF3 / UFP Industries, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership3,066 shares
Latest Disclosed Value $ 282,477
Advisor Group Holdings, Inc. reports 46.49% increase in ownership of UF3 / UFP Industries, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 3,066 shares of UFP Industries, Inc. (DE:UF3) valued at $243,134 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,093 shares of UFP Industries, Inc.. This represents a change in shares of 46.49% during the quarter. The current value of the position is $210,266 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UFP INDUSTRIES COM 90278Q108 3,066 973 46.49 282 48.42 0.0002
2026-02-17 2025-12-31 13F UFP INDUSTRIES COM 90278Q108 2,093 -694 -24.90 191 -28.03 0.0003
2025-11-14 2025-09-30 13F UFP INDUSTRIES COM 90278Q108 2,787 -15,187 -84.49 265 -85.22 0.0004
2025-09-04 2025-06-30 13F/A-1 FP INDUSTRIES COM 90278Q108 17,974 -2,194 -10.88 1,786 -17.24 0.0032
2025-08-13 2025-06-30 13F FP INDUSTRIES COM 90278Q108 19,590 -578 2,189 0.0025
2025-05-12 2025-03-31 13F UFP INDUSTRIES COM 90278Q108 20,168 1,524 8.17 2,159 2.76 0.0048
2025-06-06 2024-12-31 13F/A-1 UFP INDUSTRIES COM 90278Q108 18,644 15,051 418.90 2,100 345.86 0.0047
2025-02-07 2024-12-31 13F UFP INDUSTRIES COM 90278Q108 2,664 -929 342 0.0009
2024-11-13 2024-09-30 13F UFP INDUSTRIES COM 90278Q108 3,593 1,500 71.67 472 101.28 0.0011
2024-08-13 2024-06-30 13F UFP INDUSTRIES COM 90278Q108 2,093 -261 -11.09 235 -19.03 0.0006
2024-05-10 2024-03-31 13F UFP INDUSTRIES COM 90278Q108 2,354 -31,501 -93.05 290 -93.20 0.0006
2024-02-12 2023-12-31 13F UFP INDUSTRIES COM 90278Q108 33,855 -14,494 -29.98 4,254 -14.13 0.0074
2023-11-13 2023-09-30 13F UFP INDUSTRIES COM 90278Q108 48,349 19,546 67.86 4,954 77.15 0.0073
2023-08-21 2023-06-30 13F/A-1 UFP INDUSTRIES COM 90278Q108 28,803 2,048 7.65 2,797 31.45 0.0050
2023-08-10 2023-06-30 13F UFP INDUSTRIES COM 90278Q108 28,803 2,048 2,797 0.0008
2023-05-12 2023-03-31 13F UFP INDUSTRIES COM 90278Q108 26,755 -1,966 -6.85 2,127 -6.59 0.0040
2023-02-10 2022-12-31 13F UFP INDUSTRIES COM 90278Q108 28,721 4,611 19.12 2,277 30.86 0.0046
2022-11-14 2022-09-30 13F UFP INDUSTRIES COM 90278Q108 24,110 2,349 10.79 1,740 17.33 0.0040
2022-08-10 2022-06-30 13F UFP INDUSTRIES COM 90278Q108 21,761 -2,214 -9.23 1,483 -19.49 0.0033
2022-05-04 2022-03-31 13F UFP INDUSTRIES COM 90278Q108 23,975 638 2.73 1,842 -14.29 0.0036
2022-02-03 2021-12-31 13F UFP INDUSTRIES COM 90278Q108 23,337 4,710 25.29 2,149 69.75 0.0041
2021-11-05 2021-09-30 13F UFP INDUSTRIES COM 90278Q108 18,627 67 0.36 1,266 -8.26 0.0026
2021-08-02 2021-06-30 13F UFP INDUSTRIES COM 90278Q108 18,560 7,558 68.70 1,380 65.27 0.0030
2021-05-13 2021-03-31 13F UFP INDUSTRIES COM 90278Q108 11,002 7,439 208.78 835 321.72 0.0020
2021-02-10 2020-12-31 13F UFP INDUSTRIES COM 90278Q108 3,563 -1,140 -24.24 198 -25.00 0.0005
2020-11-12 2020-09-30 13F UFP INDUSTRIES COM 90278Q108 4,703 484 11.47 264 26.92 0.0008
2020-08-14 2020-06-30 13F UFP INDUSTRIES COM 90278Q108 4,219 4,219 208 0.0007
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.