United Homes GroupUHG

13F holders, Q1 2024 (March 31)
43holders
1famous investor
$6.95avg. 13F price*

At the end of Q1 2024, 43 institutions reported holding United Homes Group Inc. (UHG) in their 13F filings. The largest holders were Avantax Advisory Services, Inc. ($8.7M), Antara Capital LP ($7.0M) and Conversant Capital LLC ($3.7M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

Company
United Homes Group Inc.
CUSIP
91060H108
Latest filing quarter
Q1 2026

History

Number of 13F holders

0204060 Q1 2024: 43Q1 2024Q2 2024: 43Q2 2024Q3 2024: 44Q3 2024Q4 2024: 51Q4 2024Q1 2025: 52Q1 2025Q2 2025: 51Q2 2025Q3 2025: 45Q3 2025Q4 2025: 28Q4 2025Q1 2026: 40Q1 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions4$82K
Exits4$220K

Ownership 43 holders

Avantax Advisory Services, Inc. 0.08% No change 1,250,000 $8.7M
Antara Capital LP 17.31% No change 1,001,872 $7.0M
Conversant Capital LLC 0.88% No change 535,173 $3.7M
Creative Planning 0.00% No change 374,998 $2.6M
Boston Partners 0.00% Add +9.8% 297,069 $2.1M
BlackRock Inc. 0.00% Reduce -5.0% 220,086 $1.5M
Vanguard Group Inc. 0.00% Reduce -10.6% 159,636 $1.1M
Geode Capital Management, LLC 0.00% Add +3.1% 137,059 $958K
Dendur Capital LP 0.14% No change 139,610 $927K
Millennium Management 0.00% Reduce -0.6% 87,397 $482K
State Street Corp. 0.00% No change 64,695 $452K
Northern Trust Corp. 0.00% Reduce -10.2% 53,363 $373K
Hazelview Securities Inc. 0.03% No change 25,068 $170K
Charles Schwab Investment Management Inc. 0.00% No change 17,396 $122K
Bank of New York Mellon Corp 0.00% No change 15,129 $106K
Red Door Wealth Management, LLC 0.02% No change 13,076 $91K
Invesco Ltd. 0.00% New 10,748 $75K
JPMorgan Chase & Co. 0.00% Add +44.0% 10,413 $73K
UBS Group AG 0.00% Reduce -3.3% 8,718 $61K
Morgan Stanley 0.00% Reduce -40.3% 6,699 $47K
Rhumbline Advisers 0.00% Add +4.4% 6,400 $45K
Bank of America Corp. 0.00% Reduce -61.9% 4,420 $31K
Barclays PLC 0.00% Reduce -46.9% 4,008 $28K
Tower Research Capital LLC (TRC) 0.00% Add +134.6% 2,965 $21K
American International Group, Inc. 0.00% Reduce -0.8% 2,663 $19K
Wells Fargo & Company 0.00% Add +14.8% 1,911 $13K
New York State Common Retirement Fund 0.00% No change 1,841 $13K
Wolverine Asset Management LLC 0.00% Reduce -13.5% 1,767 $12K
STRS Ohio 0.00% Reduce -7.7% 1,200 $8K
FMR LLC 0.00% Add +86.3% 1,127 $8K
Citigroup Inc. 0.00% Add +14.7% 1,040 $7K
Signaturefd, LLC 0.00% No change 1,000 $7K
Russell Investments Group, Ltd. 0.00% New 714 $5K
California State Teachers Retirement System 0.00% Reduce -31.1% 613 $4K
Legal & General Group Plc 0.00% No change 585 $4K
Ameritas Investment Partners, Inc. 0.00% No change 508 $4K
Global Retirement Partners, LLC 0.00% No change 350 $2K
Osaic Holdings, Inc. 0.00% New 250 $2K
Amalgamated Bank 0.00% Reduce -61.4% 207 $1K
Royal Bank of Canada 0.00% Reduce -93.9% 123 $1K
Nisa Investment Advisors, LLC 0.00% Add +27.8% 23 $161
Qube Research & Technologies Ltd 0.00% No change 2 $14
Cwm, LLC 0.00% New 2 $0

"% of holder's portfolio" is UHG's weight in each manager's 13F, not the share of United Homes Group Inc. the manager owns.