Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
381 institutional managers reported holding UFPI for the quarter ended Mar 31, 2026. Together they hold about 88% of shares outstanding; the top 10 hold 53%. 36 opened new positions; 59 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 7.70M | 14.12% | $709.5M | added +2% | ≤2013 |
| Vanguard Group | 6.33M | 11.60% | $582.9M | added +3.3% | ≤2013 |
| Kayne Anderson Rudnick Investment Management LLC | 3.19M | 5.85% | $293.7M | added +0.5% | 2023 Q2 |
| State Street | 2.15M | 3.95% | $198.5M | added +1.4% | ≤2013 |
| Wasatch Advisors LP | 2.04M | 3.74% | $187.7M | added +32.9% | 2023 Q3 |
| Dimensional Fund Advisors | 1.91M | 3.51% | $176.2M | unchanged | ≤2013 |
| Boston Partners | 1.80M | 3.31% | $166.2M | trimmed -2.7% | 2024 Q3 |
| Geode Capital | 1.54M | 2.83% | $142.2M | added +1.2% | ≤2013 |
| FMR (Fidelity) | 1.34M | 2.45% | $123.0M | added +6.4% | ≤2013 |
| Franklin Resources | 1.14M | 2.09% | $104.8M | added +129.6% | ≤2013 |
| Northern Trust | 1.08M | 1.98% | $99.4M | added +0.8% | ≤2013 |
| Allspring Global Investments Holdings, LLC | 1.06M | 1.94% | $97.7M | trimmed -15% | 2021 Q4 |
| River Road Asset Management, LLC | 889.8k | 1.63% | $82.0M | added +1.1% | 2025 Q2 |
| T. Rowe Price Investment Management, INC. | 842.2k | 1.54% | $77.6M | added +161.2% | 2022 Q3 |
| Royce & Associates | 824.4k | 1.51% | $75.9M | added +2.2% | 2019 Q3 |
| Charles Schwab Investment Management | 811.2k | 1.49% | $74.7M | added +0.8% | ≤2013 |
| Deprince Race & Zollo INC | 579.8k | 1.06% | $53.4M | added +27.1% | 2025 Q3 |
| Ameriprise Financial INC | 507.1k | 0.93% | $46.7M | added +44.9% | ≤2013 |
| AQR Capital | 478.2k | 0.88% | $44.1M | added +1% | 2015 Q3 |
| Copeland Capital Management, LLC | 430.0k | 0.79% | $39.6M | trimmed -1.1% | 2021 Q1 |
| Goldman Sachs | 421.6k | 0.77% | $38.8M | trimmed -4.6% | ≤2013 |
| BNY Mellon | 403.3k | 0.74% | $37.2M | trimmed -0.5% | ≤2013 |
| Raymond James Financial INC | 384.0k | 0.70% | $35.4M | added +10.2% | 2020 Q3 |
| Gendell Jeffrey L | 375.7k | 0.69% | $34.6M | added +10.3% | 2025 Q2 |
| Wells Fargo & COMPANY/MN | 370.3k | 0.68% | $34.1M | added +3.6% | ≤2013 |
| Morgan Stanley | 361.9k | 0.66% | $33.3M | trimmed -5.4% | ≤2013 |
| D. E. Shaw | 335.8k | 0.62% | $30.9M | trimmed -27.9% | 2024 Q3 |
| UBS | 330.9k | 0.61% | $30.5M | added +9% | ≤2013 |
| Pictet Asset Management Holding SA | 308.4k | 0.57% | $28.4M | trimmed -0.9% | 2016 Q4 |
| SEI Investments CO | 262.4k | 0.48% | $24.2M | added +19.1% | 2015 Q4 |
| Russell Investments Group, LTD. | 261.7k | 0.48% | $24.1M | added +38.9% | 2016 Q4 |
| Bank OF America CORP /DE/ | 255.7k | 0.47% | $23.6M | trimmed -9.7% | ≤2013 |
| Victory Capital Management INC | 254.8k | 0.47% | $23.5M | trimmed -2.6% | 2015 Q2 |
| Barclays PLC | 234.2k | 0.43% | $21.6M | trimmed -26.2% | 2022 Q1 |
| Gw&k Investment Management, LLC | 207.3k | 0.38% | $19.1M | trimmed -1.9% | ≤2013 |
| Kennedy Capital Management LLC | 204.2k | 0.37% | $18.8M | trimmed -25.4% | ≤2013 |
| Rhumbline Advisers | 195.8k | 0.36% | $18.0M | added +2.1% | ≤2013 |
| Invesco | 153.6k | 0.28% | $14.2M | unchanged | ≤2013 |
| Principal Financial Group INC | 131.0k | 0.24% | $12.1M | added +3.8% | ≤2013 |
| Hotchkis & Wiley Capital Management LLC | 126.2k | 0.23% | $11.6M | added +24% | 2025 Q3 |
| Nuveen | 124.4k | 0.23% | $11.5M | added +1.2% | 2017 Q3 |
| AllianceBernstein | 119.0k | 0.22% | $11.0M | added +0.6% | ≤2013 |
| Swiss National Bank | 115.5k | 0.21% | $10.6M | unchanged | ≤2013 |
| Allianz Asset Management GmbH | 112.5k | 0.21% | $10.4M | added +26% | 2015 Q4 |
| Balyasny Asset Management | 110.6k | 0.20% | $10.2M | trimmed -48.2% | 2022 Q4 |
| CalPERS | 109.6k | 0.20% | $10.1M | trimmed -1.7% | ≤2013 |
| Envestnet Asset Management INC | 106.0k | 0.19% | $9.8M | added +9% | 2015 Q3 |
| T. Rowe Price | 105.8k | 0.19% | $9.7M | added +22.5% | ≤2013 |
| Aptus Capital Advisors, LLC | 104.6k | 0.19% | $9.6M | added +0.9% | 2020 Q3 |
| Mutual OF America Capital Management LLC | 103.1k | 0.19% | $9.5M | trimmed -12% | 2014 Q2 |
Largest 50 of 381 shown; the full ranked, searchable register is at boothcheck.com/holders/UFPI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.