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Disclosery

UFPT UFP TECHNOLOGIES INC

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COM (common), issuer CIK 914156

272 managers (279 13F filers) reported a position in UFPT shares at 2024-12-31, 7,753,726 shares in all. 34 filers opened a position and 45 filers sold out during the quarter.

Managers
272
13F filers
279
New
34
Added
117
Reduced
79
Sold out
45
Shares held by filers
7,753,726

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Arete Wealth Advisors, LLC958$233K0.02%+4913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…922$225K<0.01%+66813F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…921$225K0.01%new13F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC909$222K<0.01%-2,97013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.862$211K<0.01%+8713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC845$205K<0.01%-2213F-HRTimelineGroup
Bridgewater Associates, LP831$203K<0.01%-2,55713F-HRTimeline
ROTHSCHILD INVESTMENT LLC741$181K0.01%-413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…736$180K0.01%013F-HRTimelineGroup
CONTRAVISORY INVESTMENT MANAGEMENT, INC.708$173K0.04%013F-HRTimeline
Advisors Asset Management, Inc.542$133K<0.01%+13013F-HR/ATimeline
CANADA PENSION PLAN INVESTMENT BOARD500$122K<0.01%+10013F-HRTimeline
Tributary Capital Management, LLC500$122K0.01%new13F-HRTimeline
Park Square Financial Group, LLC436$107K0.07%13F-HRTimeline
KBC Group NVin group KBC Group NV375$92K<0.01%+10313F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC345$84K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…333$81.4K<0.01%+6613F-HRTimelineGroup
Venturi Wealth Management, LLC303$74.1K<0.01%new13F-HRTimeline
Blue Trust, Inc.300$73.4K<0.01%013F-HR/ATimeline
State of Wyoming271$66.3K0.01%+1913F-HRTimeline
Farther Finance Advisors, LLC227$55.5K<0.01%-1813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.170$46.7K<0.01%new13F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.185$45.2K<0.01%+3813F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK128$31.3K<0.01%+1813F-HRTimelineGroup
Caitlin John, LLC111$27.1K0.02%+1513F-HRTimeline
SIGNATUREFD, LLC108$26.4K<0.01%+1713F-HRTimeline
AlphaQuest LLC104$25.4K<0.01%new13F-HRTimeline
STRS OHIO100$24.5K<0.01%-2,60013F-HRTimeline
WOLFF WIESE MAGANA LLC100$24.5K0.02%013F-HRTimeline
GAMMA Investing LLC95$23.2K<0.01%-4213F-HRTimeline
SBI Securities Co., Ltd.89$21.8K<0.01%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…88$21.5K<0.01%+4113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.75$18.8K<0.01%new13F-HRTimelineGroup
Truvestments Capital LLC62$15.2K<0.01%-11513F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…55$15K<0.01%+5513F-HRTimeline
Parallel Advisors, LLC51$12.5K<0.01%+113F-HRTimeline
Runnymede Capital Advisors, Inc.51$12.5K0.01%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC35$8.56K<0.01%-5213F-HRTimeline
TD Waterhouse Canada Inc.33$8.08K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC30$7.33K<0.01%+713F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…25$6.1K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.21$5.13K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$4.89K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17$4.16K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc15$4.16K<0.01%-113F-HRTimeline
Avior Wealth Management, LLC16$3.91K<0.01%+1013F-HRTimeline
Creative Planningin group Creative Planning14$3.42K<0.01%-71613F-HRTimelineGroup
2UniFi Bank13$3.18K<0.01%13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.11$3K<0.01%+313F-HRTimeline
UMB Bank, n.a.11$2.69K<0.01%-613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MATHER GROUP, LLC.11$2.69K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…10$2.44K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…9$2.2K<0.01%013F-HRTimelineGroup
Bell Investment Advisors, Inc8$1.96K<0.01%-713F-HRTimeline
Sterling Capital Management LLC8$1.96K<0.01%+113F-HRTimeline
Leonteq Securities AG8$1.96K<0.01%013F-HRTimeline
Global Retirement Partners, LLC8$1.96K<0.01%-213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6$1.47K<0.01%new13F-HRTimeline
Allworth Financial LP5$1.36K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB5$1.22K<0.01%-413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…5$1.22K<0.01%013F-HRTimelineGroup
Lindbrook Capital, LLC5$1.22K<0.01%-1013F-HRTimeline
Financial Network Wealth Advisors LLC5$1.22K<0.01%-813F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT4$1K<0.01%013F-HR/ATimeline
Smartleaf Asset Management LLC4$954<0.01%013F-HRTimeline
NVWM, LLC3$734<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC3$734<0.01%13F-HRTimeline
Hurley Capital, LLC3$732<0.01%13F-HRTimeline
Caitong International Asset Management …2$489<0.01%13F-HR/ATimeline
TFC Financial Management, Inc.1$245<0.01%013F-HRTimeline
Beacon Capital Management, LLC1$245<0.01%013F-HRTimeline
Covestor Ltd1$00%+113F-HRTimelineValue filed as zero, left out of ratios.

Events

  • WASATCH ADVISORS LP reported 552,809 UFPT shares, 7.1% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-09. 0000814133-26-000133

    Accepted , ingested