Filing Research | UFPT - UFP Technologies Inc. Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	CONGRESS ASSET MANAGEMENT CO	Shares	687.4KSH	$182.3M
2	WASATCH ADVISORS LP	Shares	683.3KSH	$181.2M
3	Boston Trust Walden Corp	Shares	336.3KSH	$89.2M
4	Annex Advisory Services, LLC	Shares	130.5KSH	$34.6M
5	Swedbank AB	Shares	105.5KSH	$28.0M
6	CHATHAM CAPITAL GROUP, INC.	Shares	17.0KSH	$4.5M
7	ISTHMUS PARTNERS, LLC	Shares	12.4KSH	$3.3M
8	JOHNSON INVESTMENT COUNSEL INC	Shares	10.4KSH	$2.8M
9	OAK RIDGE INVESTMENTS LLC	Shares	9.3KSH	$2.5M
10	Apollon Wealth Management, LLC	Shares	6.8KSH	$1.8M
11	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	4.9KSH	$1.3M
12	BENJAMIN EDWARDS INC	Shares	4.3KSH	$1.1M
13	Portside Wealth Group, LLC	Shares	4.1KSH	$1.1M
14	Louisiana State Employees Retirement System	Shares	3.4KSH	$901.4K
15	Police & Firemen's Retirement System of New Jersey	Shares	2.3KSH	$600.5K
16	Kings Path Partners LLC	Shares	2.2KSH	$585.9K
17	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	2.1KSH	$552.3K
18	Assenagon Asset Management S.A.	Shares	2.1KSH	$546.2K
19	Alliance Wealth Advisors, LLC /UT	Shares	2.0KSH	$540.1K
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	1.8KSH	$486.5K
21	ZWJ INVESTMENT COUNSEL INC	Shares	1.3KSH	$345.7K
22	ONE WEALTH CAPITAL MANAGEMENT, LLC	Shares	1.3KSH	$339.9K
23	JAMES INVESTMENT RESEARCH, INC.	Shares	1.2KSH	$326.1K
24	Balefire, LLC	Shares	1.0KSH	$277.3K
25	RIVERCHASE WEALTH MANAGEMENT, LLC	Shares	979SH	$259.6K
26	Yorktown Management & Research Co Inc	Shares	965SH	$255.8K
27	Sowell Financial Services LLC	Shares	756SH	$200.4K
28	Blue Trust, Inc.	Shares	300SH	$79.5K
29	GAMMA Investing LLC	Shares	170SH	$45.1K
30	Versant Capital Management, Inc	Shares	167SH	$44.3K
31	SIGNATUREFD, LLC	Shares	142SH	$37.6K
32	WOLFF WIESE MAGANA LLC	Shares	100SH	$26.5K
33	Farther Finance Advisors, LLC	Shares	63SH	$16.7K
34	Crewe Advisors LLC	Shares	61SH	$16.2K
35	SJS Investment Consulting Inc.	Shares	14SH	$3.7K
36	Hughes Financial Services, LLC	Shares	13SH	$3.4K
37	IFP Advisors, Inc	Shares	13SH	$3.4K
38	HORIZON FINANCIAL SERVICES, LLC	Shares	6SH	$1.6K
39	WEST PACES ADVISORS INC.	Shares	6SH	$1.6K
40	FARMERS & MERCHANTS INVESTMENTS INC	Shares	5SH	$1.3K
41	MassMutual Private Wealth & Trust, FSB	Shares	4SH	$1.1K
42	PARK AVENUE SECURITIES LLC	Shares	3.5KSH	$934
43	Handelsbanken Fonder AB	Shares	3.2KSH	$848
44	EverSource Wealth Advisors, LLC	Shares	3SH	$795
45	Golden State Wealth Management, LLC	Shares	3SH	$795
46	State of Alaska, Department of Revenue	Shares	2.5KSH	$675
47	AMALGAMATED BANK	Shares	2.1KSH	$550
48	Mascoma Wealth Management LLC	Shares	2SH	$530
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	1.8KSH	$484
50	GILPIN WEALTH MANAGEMENT, LLC	Shares	1SH	$266

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Manager changes2026-06-30 vs 2026-03-31

50 / 59 loaded

#		Instrument
1	CONGRESS ASSET MANAGEMENT CO added	Shares	+164.0K	+$80.9M	$182.3M
2	WASATCH ADVISORS LP trimmed	Shares	-94.1K	+$30.7M	$181.2M
3	Boston Trust Walden Corp added	Shares	+19.2K	+$27.8M	$89.2M
4	Annex Advisory Services, LLC added	Shares	+87	+$9.4M	$34.6M
5	Swedbank AB trimmed	Shares	-9.5K	+$5.7M	$28.0M
6	Apollon Wealth Management, LLC new	Shares	+6.8K	+$1.8M	$1.8M
7	ISTHMUS PARTNERS, LLC added	Shares	+3.8K	+$1.6M	$3.3M
8	CHATHAM CAPITAL GROUP, INC. added	Shares	+1.2K	+$1.4M	$4.5M
9	JOHNSON INVESTMENT COUNSEL INC unchanged	Shares	0	+$744.0K	$2.8M
10	OAK RIDGE INVESTMENTS LLC added	Shares	+214	+$709.2K	$2.5M
11	Portside Wealth Group, LLC added	Shares	+301	+$353.7K	$1.1M
12	ZWJ INVESTMENT COUNSEL INC new	Shares	+1.3K	+$345.7K	$345.7K
13	ONE WEALTH CAPITAL MANAGEMENT, LLC new	Shares	+1.3K	+$339.9K	$339.9K
14	CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed	Shares	-246	+$299.4K	$1.3M
15	BENJAMIN EDWARDS INC trimmed	Shares	-220	+$266.7K	$1.1M
16	RIVERCHASE WEALTH MANAGEMENT, LLC new	Shares	+979	+$259.6K	$259.6K
17	Yorktown Management & Research Co Inc new	Shares	+965	+$255.8K	$255.8K
18	Louisiana State Employees Retirement System unchanged	Shares	0	+$243.2K	$901.4K
19	Sowell Financial Services LLC new	Shares	+756	+$200.4K	$200.4K
20	Police & Firemen's Retirement System of New Jersey added	Shares	+185	+$197.8K	$600.5K
21	Assenagon Asset Management S.A. unchanged	Shares	0	+$147.4K	$546.2K
22	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-13	+$146.5K	$552.3K
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-72	+$117.3K	$486.5K
24	Kings Path Partners LLC unchanged	Shares	0	+$95.3K	$585.9K
25	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$88.0K	$326.1K
26	Alliance Wealth Advisors, LLC /UT trimmed	Shares	-378	+$72.5K	$540.1K
27	Balefire, LLC trimmed	Shares	-47	+$65.7K	$277.3K
28	Versant Capital Management, Inc added	Shares	+155	+$42.0K	$44.3K
29	Blue Trust, Inc. unchanged	Shares	0	+$21.5K	$79.5K
30	SIGNATUREFD, LLC added	Shares	+32	+$16.4K	$37.6K
31	GAMMA Investing LLC added	Shares	+16	+$15.3K	$45.1K
32	Farther Finance Advisors, LLC added	Shares	+14	+$7.2K	$16.7K
33	WOLFF WIESE MAGANA LLC unchanged	Shares	0	+$7.2K	$26.5K
34	SJS Investment Consulting Inc. new	Shares	+14	+$3.7K	$3.7K
35	Hughes Financial Services, LLC new	Shares	+13	+$3.4K	$3.4K
36	HORIZON FINANCIAL SERVICES, LLC new	Shares	+6	+$1.6K	$1.6K
37	WEST PACES ADVISORS INC. new	Shares	+6	+$1.6K	$1.6K
38	IFP Advisors, Inc added	Shares	+2	+$1.3K	$3.4K
39	Crewe Advisors LLC trimmed	Shares	-17	+$1.1K	$16.2K
40	Mascoma Wealth Management LLC new	Shares	+2	+$530	$530
41	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$358	$1.3K
42	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$287	$1.1K
43	JFS WEALTH ADVISORS, LLC new	Shares	+1	+$266	$266
44	Handelsbanken Fonder AB unchanged	Shares	0	+$228	$848
45	Golden State Wealth Management, LLC unchanged	Shares	0	+$214	$795
46	PARK AVENUE SECURITIES LLC trimmed	Shares	-419	+$171	$934
47	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+178	+$165	$484
48	AMALGAMATED BANK trimmed	Shares	-137	+$122	$550
49	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$72	$266
50	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$71	$265

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