United Homes GroupUHG
13F holders, Q2 2024 (June 30)43holders
3new positions
5sold out
1famous investor
$5.66avg. 13F price*
At the end of Q2 2024, 43 institutions reported holding United Homes Group Inc. (UHG) in their 13F filings, unchanged from Q1 2024. 3 opened new positions and 5 sold out. The largest holders were Avantax Advisory Services, Inc. ($7.1M), Conversant Capital LLC ($3.0M) and Creative Planning ($2.1M). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $147K |
| Exits | 5 | $7.1M |
All 13F filers, Q1 2024 → Q2 2024: 48,213 shares bought and 1,078,294 shares sold, net −1,030,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Avantax Advisory Services, Inc. | 0.05% | No change | 1,250,000 | $7.1M |
| Conversant Capital LLC | 0.67% | No change | 535,173 | $3.0M |
| Creative Planning | 0.00% | No change | 374,998 | $2.1M |
| Boston Partners | 0.00% | Reduce -3.4% | 286,920 | $1.6M |
| BlackRock Inc. | 0.00% | Reduce -12.6% | 192,305 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +3.7% | 165,605 | $942K |
| Dendur Capital LP | 0.15% | No change | 139,610 | $794K |
| Geode Capital Management, LLC | 0.00% | Reduce -0.2% | 136,820 | $779K |
| Millennium Management | 0.00% | Add +5.3% | 92,076 | $430K |
| State Street Corp. | 0.00% | Add +0.6% | 65,072 | $370K |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 53,208 | $303K |
| Hazelview Securities Inc. | 0.03% | No change | 25,068 | $145K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 17,396 | $99K |
| Invesco Ltd. | 0.00% | Add +44.4% | 15,520 | $88K |
| Bridgeway Capital Management, LLC | 0.00% | New | 15,000 | $85K |
| Red Door Wealth Management, LLC | 0.01% | No change | 13,076 | $74K |
| Virtu Financial LLC | 0.00% | New | 10,776 | $61K |
| Rhumbline Advisers | 0.00% | Reduce -6.5% | 5,981 | $34K |
| Bank of America Corp. | 0.00% | Add +16.1% | 5,130 | $29K |
| Morgan Stanley | 0.00% | Reduce -25.1% | 5,019 | $29K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +41.9% | 4,208 | $24K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 3,254 | $19K |
| JPMorgan Chase & Co. | 0.00% | Reduce -70.1% | 3,114 | $18K |
| Corebridge Financial, Inc. | 0.00% | — | 2,829 | $16K |
| Osaic Holdings, Inc. | 0.00% | Add +1000.0% | 2,750 | $16K |
| Wells Fargo & Company | 0.00% | Add +28.2% | 2,450 | $14K |
| Wolverine Asset Management LLC | 0.00% | Add +36.8% | 2,418 | $14K |
| Barclays PLC | 0.00% | Reduce -48.1% | 2,079 | $12K |
| New York State Common Retirement Fund | 0.00% | No change | 1,841 | $10K |
| UBS Group AG | 0.00% | Reduce -81.3% | 1,635 | $9K |
| STRS Ohio | 0.00% | No change | 1,200 | $7K |
| Citigroup Inc. | 0.00% | Add +13.4% | 1,179 | $7K |
| Signaturefd, LLC | 0.00% | No change | 1,000 | $6K |
| Legal & General Group Plc | 0.00% | Add +27.2% | 744 | $4K |
| Royal Bank of Canada | 0.00% | Add +301.6% | 494 | $3K |
| FMR LLC | 0.00% | Reduce -53.2% | 527 | $3K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 508 | $3K |
| California State Teachers Retirement System | 0.00% | Reduce -37.9% | 381 | $2K |
| Amalgamated Bank | 0.00% | No change | 207 | $1K |
| Cwm, LLC | 0.00% | Add +9950.0% | 201 | $1K |
| Arax Advisory Partners | 0.00% | New | 117 | $666 |
| Nisa Investment Advisors, LLC | 0.00% | Add +52.2% | 35 | $199 |
| Qube Research & Technologies Ltd | 0.00% | No change | 2 | $11 |
"% of holder's portfolio" is UHG's weight in each manager's 13F, not the share of United Homes Group Inc. the manager owns.