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UFP Technologies Inc (UFPT)

CUSIP: 902673102 | NYSE | Healthcare · Medical Devices | Small Cap | 681 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Congress Asset Management Co578,770
1.1% of portfolio›$171.8M
Wasatch Advisors LP552,809
1.2% of portfolio›$164.1M
Boston Trust Walden Corp320,339
0.8% of portfolio›$95.1M
Dimensional Fund Advisors LP185,794
0.0% of portfolio›$55.1M
Allspring Global Investments Holdings, LLC137,199
0.1% of portfolio›$40.5M
Annex Advisory Services, LLC110,803
0.5% of portfolio›$32.9M
Swedbank AB72,005
0.0% of portfolio›$21.4M
Principal Financial Group Inc69,136
0.0% of portfolio›$20.5M
Palisades Investment Partners, LLC44,959
3.9% of portfolio›$13.3M
Brown Capital Management LLC44,374
2.5% of portfolio›$13.2M
Tributary Capital Management, LLC39,327
1.1% of portfolio›$11.7M
Davidson Capital Management Inc.23,556
1.2% of portfolio›$7.0M
Nicholas Company, Inc.20,731
0.1% of portfolio›$6.2M
Chatham Capital Group, Inc.18,404
0.7% of portfolio›$5.5M
Bridge City Capital, LLC17,566
1.1% of portfolio›$5.2M
Mountain Pacific Investment Advisers LLC14,991
0.7% of portfolio›$4.4M
OAK Ridge Investments LLC13,120
0.2% of portfolio›$3.9M
Isthmus Partners, LLC12,383
0.4% of portfolio›$3.7M
Diversify Advisory Services, LLC10,790
0.0% of portfolio›$3.2M
Diversify Wealth Management, LLC10,790
0.0% of portfolio›$3.2M
Motley Fool Asset Management LLC8,004
0.1% of portfolio›$2.4M
B. Metzler seel. Sohn & Co. AG7,475
0.0% of portfolio›$2.2M
Gibbs Wealth Management6,672
0.2% of portfolio›$2.0M
Truist Financial Corp5,604
0.0% of portfolio›$1.7M
Kornitzer Capital Management Inc4,977
0.0% of portfolio›$1.5M
Apollon Wealth Management, LLC4,368
0.0% of portfolio›$1.3M
Portside Wealth Group, LLC4,267
0.1% of portfolio›$1.3M
Illinois Municipal Retirement Fund4,256
0.0% of portfolio›$1.3M
Atria Investments, Inc4,035
0.0% of portfolio›$1.2M
State of New Jersey Common Pension Fund D3,855
0.0% of portfolio›$1.1M
Confluence Investment Management LLC3,808
0.0% of portfolio›$1.1M
Peterson Wealth Services3,694
0.2% of portfolio›$1.1M
Creative Planning3,626
0.0% of portfolio›$1.1M
Park Avenue Securities LLC3,535
0.0% of portfolio›$1.0K
Louisiana State Employees Retirement System3,300
0.0% of portfolio›$979.5K
Azzad Asset Management Inc2,520
0.1% of portfolio›$747.9K
Virginia Retirement Systems ET Al2,200
0.0% of portfolio›$653.0K
Inspire Investing, LLC2,113
0.0% of portfolio›$627.2K
Alps Advisors Inc2,090
0.0% of portfolio›$620.4K
Arizona State Retirement System2,068
0.0% of portfolio›$613.8K
Assenagon Asset Management S.A.2,060
0.0% of portfolio›$611.4K
Yousif Capital Management, LLC2,026
0.0% of portfolio›$601.4K
Amalgamated Bank2,005
0.0% of portfolio›$595
Commonwealth of Pennsylvania Public School Empls Retrmt SYS1,825
0.0% of portfolio›$541.7K
New York State Teachers Retirement System1,812
0.0% of portfolio›$538
Daymark Wealth Partners, LLC1,798
0.0% of portfolio›$533.7K
Alliance Wealth Advisors, LLC1,774
0.1% of portfolio›$526.6K
Oregon Public Employees Retirement Fund1,751
0.0% of portfolio›$519.7K
Norden Group LLC1,664
0.0% of portfolio›$493.9K
Kings Path Partners LLC1,639
0.1% of portfolio›$486.5K
Fulton Bank, N.A.1,531
0.0% of portfolio›$454.4K
ZWJ Investment Counsel Inc1,374
0.0% of portfolio›$407.8K
Kestra Private Wealth Services, LLC1,350
0.0% of portfolio›$400.7K
State of Alaska, Department of Revenue1,302
0.0% of portfolio›$386
James Investment Research, Inc.1,230
0.0% of portfolio›$365.1K
Pictet Asset Management Holding SA1,217
0.0% of portfolio›$361.2K
Citigroup Inc1,209
0.0% of portfolio›$358.9K
Axxion S.A.1,100
0.0% of portfolio›$326.5K
Kestra Advisory Services, LLC1,050
0.0% of portfolio›$311.7K
ProShare Advisors LLC1,048
0.0% of portfolio›$311.1K
Wedbush Securities Inc1,010
0.0% of portfolio›$300
Balefire, LLC1,004
0.0% of portfolio›$298.0K
Riverchase Wealth Management, LLC979
0.1% of portfolio›$290.6K
Yorktown Management & Research Co Inc965
0.2% of portfolio›$286.4K
Mutual of America Capital Management LLC884
0.0% of portfolio›$262.4K
Wealth Enhancement Advisory Services, LLC877
0.0% of portfolio›$251.3K
Commonwealth Equity Services, LLC876
0.0% of portfolio›$260.0K
Carnegie Investment Counsel870
0.0% of portfolio›$258.2K
Sowell Financial Services LLC780
0.0% of portfolio›$231.5K
Xponance LLC739
0.0% of portfolio›$219.4K
Townsend Asset Management Corp699
0.1% of portfolio›$207.5K
GK Wealth Management LLC423
0.1% of portfolio›$125.6K
Blue Trust, Inc.300
0.0% of portfolio›$89.0K
Sterling Capital Management LLC252
0.0% of portfolio›$74.8K
KBC Group NV237
0.0% of portfolio›$70
Gamma Investing LLC193
0.0% of portfolio›$57.3K
Parallel Advisors, LLC180
0.0% of portfolio›$53.4K
Versant Capital Management, Inc167
0.0% of portfolio›$49.6K
Wilmington Savings Fund Society, FSB100
0.0% of portfolio›$29.7K
Wolff Wiese Magana LLC100
0.0% of portfolio›$29.7K
Pinnacle Wealth Planning Services, Inc.100
0.0% of portfolio›$29.7K
Signaturefd, LLC89
0.0% of portfolio›$26.4K
Private Trust Co NA73
0.0% of portfolio›$21.7K
Farther Finance Advisors, LLC67
0.0% of portfolio›$19.9K
Salomon & Ludwin, LLC56
0.0% of portfolio›$16.6K
Nisa Investment Advisors, LLC51
0.0% of portfolio›$15.1K
Mather Group, Llc.47
0.0% of portfolio›$14.0K
Heritage Family Offices, LLP37
0.0% of portfolio›$11.0K
IFP Advisors, Inc34
0.0% of portfolio›$10.1K
TD Waterhouse Canada Inc.33
0.0% of portfolio›$9.7K
Assetmark, Inc33
0.0% of portfolio›$9.8K
Harbor Capital Advisors, Inc.29
0.0% of portfolio›$9
Mitsubishi UFJ Asset Management Co., Ltd.25
0.0% of portfolio›$7.4K
Financial Network Wealth Advisors LLC17
0.0% of portfolio›$5.0K
SJS Investment Consulting Inc.15
0.0% of portfolio›$4.5K
Hughes Financial Services, LLC12
0.0% of portfolio›$3.5K
Parkside Financial Bank & Trust11
0.0% of portfolio›$3.3K
Larson Financial Group LLC9
0.0% of portfolio›$2.7K
Pension & Wealth Management Advisors, Inc.8
0.0% of portfolio›$2.4K
Leonteq Securities AG8
0.0% of portfolio›$2.4K
UMB Private Wealth Management, LLC8
0.0% of portfolio›$2.4K
MJT & Associates Financial Advisory Group, Inc.7
0.0% of portfolio›$2.1K
Farmers & Merchants Investments Inc7
0.0% of portfolio›$2.1K
Horizon Financial Services, LLC6
0.0% of portfolio›$1.8K
West Paces Advisors Inc.6
0.0% of portfolio›$1.8K
Bell Investment Advisors, Inc6
0.0% of portfolio›$1.8K
Root Financial Partners, LLC5
0.0% of portfolio›$1.5K
Provenance Wealth Advisors, LLC5
0.0% of portfolio›$1.5K
MassMutual Private Wealth & Trust, FSB4
0.0% of portfolio›$1.2K
EverSource Wealth Advisors, LLC3
0.0% of portfolio›$890
Creative Financial Designs Inc3
0.0% of portfolio›$890
SBI Securities Co., Ltd.3
0.0% of portfolio›$890
Hurley Capital, LLC3
0.0% of portfolio›$890
Golden State Wealth Management, LLC3
0.0% of portfolio›$890
Covestor Ltd2
0.0% of portfolio›$1
Burk Holdings LLC2
0.0% of portfolio›$594
Cedar Mountain Advisors, LLC1
0.0% of portfolio›$297
Davis Capital Management1
0.0% of portfolio›$297
Financial Consulate, Inc1
0.0% of portfolio›$297
JFS Wealth Advisors, LLC1
0.0% of portfolio›$297
Gilpin Wealth Management, LLC1
0.0% of portfolio›$297
StyleTurnoverLocationFiled
Congress Asset Management Co
578,770$171.8M1.1%GrowthMediumBoston, MA2026-10-06
Wasatch Advisors LP
552,809$164.1M1.2%GARPMediumSalt Lake City, UT2026-10-13
Boston Trust Walden Corp
320,339$95.1M0.8%CoreLowBoston, MA2026-10-30
Dimensional Fund Advisors LP
185,794$55.1M0.0%IndexLowAustin, TX2026-11-04
Allspring Global Investments Holdings, LLC
137,199$40.5M0.1%CoreMediumCharlotte, NC2026-11-04
Annex Advisory Services, LLC
110,803$32.9M0.5%GrowthHighBrookfield, WI2026-10-16
Swedbank AB
72,005$21.4M0.0%GrowthLowStockholm, Sweden2026-10-27
Principal Financial Group Inc
69,136$20.5M0.0%CoreLowDes Moines, IA2026-11-02
Palisades Investment Partners, LLC
44,959$13.3M3.9%GARPMediumSanta Monica, CA2026-11-03
Brown Capital Management LLC
44,374$13.2M2.5%Agg GrowthLowBaltimore, MD2026-10-27
Tributary Capital Management, LLC
39,327$11.7M1.1%ValueMediumOmaha, NE2026-10-28
Davidson Capital Management Inc.
23,556$7.0M1.2%GrowthMediumCorpus Christi, TX2026-10-15
Nicholas Company, Inc.
20,731$6.2M0.1%CoreLowMilwaukee, WI2026-11-05
Chatham Capital Group, Inc.
18,404$5.5M0.7%CoreLowSavannah, GA2026-10-16
Bridge City Capital, LLC
17,566$5.2M1.1%ValueMediumLake Oswego, OR2026-10-29
Mountain Pacific Investment Advisers LLC
14,991$4.4M0.7%CoreVery LowBoise, ID2026-10-29
OAK Ridge Investments LLC
13,120$3.9M0.2%MomentumMediumChicago, IL2026-10-30
Isthmus Partners, LLC
12,383$3.7M0.4%ValueMediumMadison, WI2026-10-21
Diversify Advisory Services, LLC
10,790$3.2M0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
10,790$3.2M0.0%GrowthMediumSandy, UT2026-10-20
Motley Fool Asset Management LLC
8,004$2.4M0.1%GrowthMediumAlexandria, VA2026-10-27
B. Metzler seel. Sohn & Co. AG
7,475$2.2M0.0%GrowthMediumFrankfurt, Hong Kong2026-10-30
Gibbs Wealth Management
6,672$2.0M0.2%CoreLowAlpharetta, GA2026-10-22
Truist Financial Corp
5,604$1.7M0.0%CoreLowCharlotte, NC2026-10-30
Kornitzer Capital Management Inc
4,977$1.5M0.0%CoreLowShawnee Mission, KS2026-11-03
Apollon Wealth Management, LLC
4,368$1.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Portside Wealth Group, LLC
4,267$1.3M0.1%CoreMediumProvo, UT2026-10-20
Illinois Municipal Retirement Fund
4,256$1.3M0.0%CoreMediumOak Brook, IL2026-11-05
Atria Investments, Inc
4,035$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
State of New Jersey Common Pension Fund D
3,855$1.1M0.0%CoreLowTrenton, NJ2026-11-05
Confluence Investment Management LLC
3,808$1.1M0.0%ValueMediumSt. Louis, MO2026-10-01
Peterson Wealth Services
3,694$1.1M0.2%GrowthHighSouth Ogden, UT2026-10-26
Creative Planning
3,626$1.1M0.0%IndexVery LowOverland Park, KS2026-11-02
Park Avenue Securities LLC
3,535$1.0K0.0%ETFMediumNew York, NY2026-10-26
Louisiana State Employees Retirement System
3,300$979.5K0.0%IndexLowBaton Rouge, LA2026-10-20
Azzad Asset Management Inc
2,520$747.9K0.1%GrowthMediumFalls Church, VA2026-11-04
Virginia Retirement Systems ET Al
2,200$653.0K0.0%CoreMediumRichmond, VA2026-10-28
Inspire Investing, LLC
2,113$627.2K0.0%GARPHighMeridian, ID2026-10-22
Alps Advisors Inc
2,090$620.4K0.0%YieldLowDenver, CO2026-11-03
Arizona State Retirement System
2,068$613.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Assenagon Asset Management S.A.
2,060$611.4K0.0%GrowthHighSenningerberg, Netherlands2026-10-15
Yousif Capital Management, LLC
2,026$601.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Amalgamated Bank
2,005$5950.0%CoreVery LowNew York, NY2026-10-23
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
1,825$541.7K0.0%CoreLowHarrisburg, PA2026-11-03
New York State Teachers Retirement System
1,812$5380.0%CoreVery LowAlbany, NY2026-10-22
Daymark Wealth Partners, LLC
1,798$533.7K0.0%CoreLowCincinnati, OH2026-11-04
Alliance Wealth Advisors, LLC
1,774$526.6K0.1%ETFHighCenterville, UT2026-10-28
Oregon Public Employees Retirement Fund
1,751$519.7K0.0%IndexVery LowTigard, OR2026-10-30
Norden Group LLC
1,664$493.9K0.0%GrowthMediumProvo, UT2026-10-20
Kings Path Partners LLC
1,639$486.5K0.1%ETFVery LowSugar Land, TX2026-10-21
Fulton Bank, N.A.
1,531$454.4K0.0%CoreLowLancaster, PA2026-10-14
ZWJ Investment Counsel Inc
1,374$407.8K0.0%CoreLowAtlanta, GA2026-10-15
Kestra Private Wealth Services, LLC
1,350$400.7K0.0%GrowthLowAustin, TX2026-10-30
State of Alaska, Department of Revenue
1,302$3860.0%CoreVery LowJuneau, AK2026-10-15
James Investment Research, Inc.
1,230$365.1K0.0%CoreLowAlpha, OH2026-10-22
Pictet Asset Management Holding SA
1,217$361.2K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Citigroup Inc
1,209$358.9K0.0%CoreMediumNew York, NY2026-11-04
Axxion S.A.
1,100$326.5K0.0%CoreN/AGrevenmacher, Netherlands2026-10-22
Kestra Advisory Services, LLC
1,050$311.7K0.0%CoreLowAustin, TX2026-11-02
ProShare Advisors LLC
1,048$311.1K0.0%GrowthLowBethesda, MD2026-10-29
Wedbush Securities Inc
1,010$3000.0%CoreLowPasadena, CA2026-10-22
Balefire, LLC
1,004$298.0K0.0%ETFMediumDallas, TX2026-10-09
Riverchase Wealth Management, LLC
979$290.6K0.1%ETFMediumFlower Mound, TX2026-10-28
Yorktown Management & Research Co Inc
965$286.4K0.2%MomentumMediumForest, VA2026-10-28
Mutual of America Capital Management LLC
884$262.4K0.0%IndexLowNew York, NY2026-10-23
Wealth Enhancement Advisory Services, LLC
877$251.3K0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
876$260.0K0.0%ETFLowWaltham, MA2026-11-02
Carnegie Investment Counsel
870$258.2K0.0%CoreLowPepper Pike, OH2026-10-20
Sowell Financial Services LLC
780$231.5K0.0%CoreLowNorth Little Rock, AR2026-10-23
Xponance LLC
739$219.4K0.0%IndexVery LowPhiladelphia, PA2026-11-03
Townsend Asset Management Corp
699$207.5K0.1%CoreLowRaleigh, NC2026-10-29
GK Wealth Management LLC
423$125.6K0.1%GARPVery HighReno, NV2026-10-09
Blue Trust, Inc.
300$89.0K0.0%ETFLowBrentwood, TN2026-10-15
Sterling Capital Management LLC
252$74.8K0.0%GARPMediumCharlotte, NC2026-10-22
KBC Group NV
237$700.0%CoreMediumBrussels, Czech Republic2026-10-22
Gamma Investing LLC
193$57.3K0.0%IndexVery LowFoster City, CA2026-10-08
Parallel Advisors, LLC
180$53.4K0.0%IndexLowSan Francisco, CA2026-11-03
Versant Capital Management, Inc
167$49.6K0.0%GARPLowPhoenix, AZ2026-10-02
Wilmington Savings Fund Society, FSB
100$29.7K0.0%CoreLowWilmington, DE2026-10-23
Wolff Wiese Magana LLC
100$29.7K0.0%GrowthLowCarslbad, CA2026-10-15
Pinnacle Wealth Planning Services, Inc.
100$29.7K0.0%GARPLowMansfield, OH2026-10-27
Signaturefd, LLC
89$26.4K0.0%IndexLowAtlanta, GA2026-10-23
Private Trust Co NA
73$21.7K0.0%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
67$19.9K0.0%IndexLowSan Francisco, CA2026-10-08
Salomon & Ludwin, LLC
56$16.6K0.0%ETFVery LowRichmond, VA2026-10-29
Nisa Investment Advisors, LLC
51$15.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Mather Group, Llc.
47$14.0K0.0%ETFMediumChicago, IL2026-10-14
Heritage Family Offices, LLP
37$11.0K0.0%GrowthHighScottsdale, AZ2026-11-02
IFP Advisors, Inc
34$10.1K0.0%GrowthLowTampa, FL2026-10-16
TD Waterhouse Canada Inc.
33$9.7K0.0%CoreLowToronto, Australia2026-10-16
Assetmark, Inc
33$9.8K0.0%ETFLowConcord, CA2026-10-21
Harbor Capital Advisors, Inc.
29$90.0%ValueHighChicago, IL2026-10-22
Mitsubishi UFJ Asset Management Co., Ltd.
25$7.4K0.0%IndexVery LowTokyo, Mexico2026-11-05
Financial Network Wealth Advisors LLC
17$5.0K0.0%ETFLowMurray, UT2026-10-28
SJS Investment Consulting Inc.
15$4.5K0.0%ETFVery LowSylvania, OH2026-10-26
Hughes Financial Services, LLC
12$3.5K0.0%ETFLowHerndon, VA2026-10-30
Parkside Financial Bank & Trust
11$3.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Larson Financial Group LLC
9$2.7K0.0%GrowthLowSt Louis, MO2026-11-05
Pension & Wealth Management Advisors, Inc.
8$2.4K0.0%ETFLowWaltham, MA2026-10-16
Leonteq Securities AG
8$2.4K0.0%CoreHighZurich, Switzerland2026-10-29
UMB Private Wealth Management, LLC
8$2.4K0.0%GrowthN/AKansas City, MO2026-10-19
MJT & Associates Financial Advisory Group, Inc.
7$2.1K0.0%ETFLowMontevideo, MN2026-10-07
Farmers & Merchants Investments Inc
7$2.1K0.0%CoreVery LowLincoln, NE2026-10-22
Horizon Financial Services, LLC
6$1.8K0.0%ETFLowWinston Salem, NC2026-11-04
West Paces Advisors Inc.
6$1.8K0.0%ETFLowAtlanta, GA2026-10-13
Bell Investment Advisors, Inc
6$1.8K0.0%ETFVery LowOrinda, CA2026-10-29
Root Financial Partners, LLC
5$1.5K0.0%ETFMediumEncinitas, CA2026-10-21
Provenance Wealth Advisors, LLC
5$1.5K0.0%ETFLowFort Lauderdale, FL2026-10-30
MassMutual Private Wealth & Trust, FSB
4$1.2K0.0%CoreLowSpringfield, MA2026-10-05
EverSource Wealth Advisors, LLC
3$8900.0%CoreMediumBirmingham, AL2026-11-04
Creative Financial Designs Inc
3$8900.0%ETFMediumKokomo, IN2026-11-04
SBI Securities Co., Ltd.
3$8900.0%Agg GrowthLowTokyo, Mexico2026-10-22
Hurley Capital, LLC
3$8900.0%GARPMediumNew York, NY2026-11-05
Golden State Wealth Management, LLC
3$8900.0%ETFMediumSanta Ana, CA2026-11-02
Covestor Ltd
2$10.0%ValueHighLondon, United Kingdom2026-10-30
Burk Holdings LLC
2$5940.0%ETFVery LowTulsa, OK2026-11-05
Cedar Mountain Advisors, LLC
1$2970.0%ETFVery LowLake Oswego, OR2026-10-15
Davis Capital Management
1$2970.0%CoreLowJacksonville, FL2026-10-08
Financial Consulate, Inc
1$2970.0%ETFLowHunt Valley, MD2026-10-23
JFS Wealth Advisors, LLC
1$2970.0%ETFVery LowHermitage, PA2026-11-03
Gilpin Wealth Management, LLC
1$2970.0%GrowthLowDenver, CO2026-10-09