SEC 13F Intelligence

UHGUNITED HOMES GROUP INC

CUSIP 91060H108 · Yahoo Finance ↗ · Google Finance ↗

United Homes Group Inc (UHG) has 40 institutional holders in Filings Flow’s 13F database, together reporting 6.82M shares worth $8M as of Q1 2026. The largest reported holders are Avantax Advisory Services, Inc., Fidelity National Financial, Inc., and Anson Funds Management LP.

Institutional Holders
40
Q1 2026
Reported Value
$8M
Ticker
UHG
Quarters Tracked
13

Ownership Trend

Institutional holders
Q1 ’23: 9Q1 ’23Q2 ’23: 25Q3 ’23: 25Q3 ’23Q4 ’23: 35Q1 ’24: 34Q1 ’24Q2 ’24: 35Q3 ’24: 36Q3 ’24Q4 ’24: 42Q1 ’25: 46Q1 ’25Q2 ’25: 51Q3 ’25: 43Q3 ’25Q4 ’25: 24Q1 ’26: 40Q1 ’26filingsflow.com
Total reported value
Q1 ’23: $63MQ1 ’23Q2 ’23: $40MQ3 ’23: $20MQ3 ’23Q4 ’23: $35MQ1 ’24: $29MQ1 ’24Q2 ’24: $18MQ3 ’24: $16MQ3 ’24Q4 ’24: $42MQ1 ’25: $27MQ1 ’25Q2 ’25: $21MQ3 ’25: $26MQ3 ’25Q4 ’25: $4MQ1 ’26: $8MQ1 ’26filingsflow.com

Holders

··Mixed quarters
Manager% of PortfolioValueSharesQuarter
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.02%$4M1.25MQ2 2025OLDER
Fidelity National Financial, Inc.$2.7B AUM0.12%$3M2.80MQ1 2026
Anson Funds Management LP$2.3B AUM0.41%$3M986.5KQ2 2025OLDER
Cetera Investment Advisers$94.0B AUM0.00%$1M1.25MQ1 2026
ODDO BHF ASSET MANAGEMENT SAS$2.5B AUM0.05%$1M1.07MQ1 2026
Stonebridge Wealth Management, LLC$104M AUM0.85%$903,472579.1KQ4 2025OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$777,717498.5KQ4 2025OLDER
Boston Partners$95.5B AUM0.00%$596,800205.8KQ2 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$496,601428.1KQ1 2026
CITADEL ADVISORS LLC$618.5B AUM0.00%$363,273313.2KQ1 2026
Evernest Financial Advisors, LLC$481M AUM0.07%$260,19063.0KQ3 2025OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$199,652172.1KQ1 2026
GTS SECURITIES LLC$2.8B AUM0.01%$185,602160.0KQ1 2026
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$143,84853.0KQ3 2025OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$119,48128.9KQ3 2025OLDER
BAILARD, INC.$4.4B AUM0.00%$116,24440.1KQ2 2025OLDER
XTX Topco Ltd$5.8B AUM0.00%$100,99887.1KQ1 2026
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$84,66620.5KQ3 2025OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$81,84819.8KQ3 2025OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$76,83066.2KQ1 2026
VELA Investment Management, LLC$436M AUM0.01%$64,96056.0KQ1 2026
STONERIDGE INVESTMENT PARTNERS LLC$138M AUM0.05%$64,00055.0KQ1 2026
Qube Research & Technologies Ltd$89.9B AUM0.00%$56,63113.7KQ3 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$56,06035.9KQ4 2025OLDER
MARSHALL WACE, LLP$100.4B AUM0.00%$55,76219.2KQ2 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$46,56211.3KQ3 2025OLDER
PITCAIRN CO$0 AUM0.00%$45,55315.7KQ2 2025OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$44,49738.4KQ1 2026
Squarepoint Ops LLC$85.1B AUM0.00%$42,67910.3KQ3 2025OLDER
ABC ARBITRAGE SA$753M AUM0.01%$42,43436.6KQ1 2026
CSS LLC/IL$2.1B AUM0.00%$42,42136.6KQ1 2026
IEQ CAPITAL, LLC$21.5B AUM0.00%$42,19814.6KQ2 2025OLDER
Virtu Financial LLC$2.4B AUM0.00%$36,00031.2KQ1 2026
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.00%$35,09912.1KQ2 2025OLDER
BlackRock, Inc.$5.72T AUM0.00%$32,36027.9KQ1 2026
Ground Swell Capital, LLC$51M AUM0.05%$31,78411.0KQ2 2025OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.00%$31,32027.0KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$29,01710.0KQ2 2025OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.00%$27,88424.0KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$26,45822.8KQ1 2026
TWO SIGMA SECURITIES, LLC$861M AUM0.00%$25,23516.2KQ4 2025OLDER
DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM0.00%$22,42019.0KQ1 2026
RENAISSANCE TECHNOLOGIES LLC$63.9B AUM0.00%$21,92418.9KQ1 2026
FMR LLC$1.90T AUM0.00%$18,8004.6KQ3 2025OLDER
STATE STREET CORP$2.90T AUM0.00%$18,74816.2KQ1 2026
BARCLAYS PLC$416.3B AUM0.00%$17,74615.3KQ1 2026
Engineers Gate Manager LP$8.0B AUM0.00%$11,95010.3KQ1 2026
Capstone Financial Advisors, Inc.$1.9B AUM0.00%$11,60010.0KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$10,6086.8KQ4 2025OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$5,3424.6KQ1 2026
UBS Group AG$666.3B AUM0.00%$4,9784.3KQ1 2026
Vanguard Global Advisers, LLC$186.5B AUM0.00%$4,8724.2KQ1 2026
Hilton Head Capital Partners, LLC$177M AUM0.00%$4,0603.5KQ1 2026
Clearstead Advisors, LLC$10.9B AUM0.00%$2,648913Q2 2025OLDER
HARBOR CAPITAL ADVISORS, INC.$1.2B AUM0.00%$2,000769Q2 2025OLDER
Arax Advisory Partners$3.5B AUM0.00%$1,594386Q3 2025OLDER
CWM, LLC$38.1B AUM0.00%$1,059913Q1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$1,042250Q3 2025OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$1,000747Q1 2026
Essential Partners LLC$250M AUM0.00%$902311Q1 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$673163Q3 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$464400Q1 2026
True Wealth Design, LLC$360M AUM0.00%$40197Q3 2025OLDER
Allworth Financial LP$24.7B AUM0.00%$290100Q2 2025OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$210181Q1 2026
JPMORGAN CHASE & CO$1.56T AUM0.00%$133114Q1 2026
IFP Advisors, Inc$4.8B AUM0.00%$4511Q3 2025OLDER
SBI Securities Co., Ltd.$3.6B AUM0.00%$65Q1 2026
Sunbelt Securities, Inc.$1.6B AUM0.00%$41Q3 2025OLDER
Optiver Holding B.V.$289.5B AUM0.00%$33Q1 2026
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$32Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$33Q1 2026
MORGAN STANLEY$1.66T AUM0.00%$11Q1 2026
CITIGROUP INC$234.5B AUM0.00%$11Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.