United Homes GroupUHG
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 44 institutions reported holding United Homes Group Inc. (UHG) in their 13F filings, up 1 from Q2 2024. 8 opened new positions and 7 sold out. The largest holders were Avantax Advisory Services, Inc. ($7.7M), Conversant Capital LLC ($3.3M) and Boston Partners ($1.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $831K |
| Exits | 7 | $2.4M |
All 13F filers, Q2 2024 → Q3 2024: 197,396 shares bought and 547,807 shares sold, net −350,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Avantax Advisory Services, Inc. | 0.05% | No change | 1,250,000 | $7.7M |
| Conversant Capital LLC | 0.61% | No change | 535,173 | $3.3M |
| Boston Partners | 0.00% | Reduce -8.1% | 263,757 | $1.6M |
| BlackRock, Inc. | 0.00% | — | 217,313 | $1.3M |
| Vanguard Group Inc. | 0.00% | Add +16.5% | 192,953 | $1.2M |
| Dendur Capital LP | 0.12% | No change | 139,610 | $857K |
| Geode Capital Management, LLC | 0.00% | Reduce -26.9% | 100,015 | $614K |
| State Street Corp. | 0.00% | Add +0.8% | 65,572 | $403K |
| Northern Trust Corp. | 0.00% | Reduce -4.8% | 50,637 | $311K |
| Stoneridge Investment Partners LLC | 0.11% | New | 48,589 | $298K |
| Citadel Advisors | 0.00% | New | 38,863 | $239K |
| Renaissance Technologies | 0.00% | New | 18,692 | $115K |
| Charles Schwab Investment Management Inc. | 0.00% | No change | 17,396 | $107K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 15,853 | $97K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 15,000 | $92K |
| Morgan Stanley | 0.00% | Add +158.4% | 12,969 | $80K |
| Bank of New York Mellon Corp | 0.00% | New | 12,931 | $79K |
| UBS Group AG | 0.00% | Add +533.0% | 10,350 | $64K |
| Millennium Management | 0.00% | Reduce -71.0% | 26,705 | $58K |
| JPMorgan Chase & Co. | 0.00% | Add +188.9% | 8,998 | $55K |
| Barclays PLC | 0.00% | Add +260.8% | 7,500 | $46K |
| Bank of America Corp. | 0.00% | Add +26.3% | 6,480 | $40K |
| Rhumbline Advisers | 0.00% | Reduce -16.4% | 4,999 | $31K |
| Wolverine Asset Management LLC | 0.00% | Add +64.6% | 3,980 | $24K |
| Citigroup Inc. | 0.00% | Add +232.2% | 3,917 | $24K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -11.9% | 2,866 | $18K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 2,811 | $17K |
| Osaic Holdings, Inc. | 0.00% | No change | 2,750 | $17K |
| New York State Common Retirement Fund | 0.00% | No change | 1,841 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -56.6% | 1,828 | $11K |
| Wells Fargo & Company | 0.00% | Reduce -27.0% | 1,789 | $11K |
| STRS Ohio | 0.00% | No change | 1,200 | $7K |
| Royal Bank of Canada | 0.00% | Add +108.1% | 1,028 | $7K |
| Legal & General Group Plc | 0.00% | No change | 744 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 508 | $3K |
| FMR LLC | 0.00% | Reduce -11.6% | 466 | $3K |
| California State Teachers Retirement System | 0.00% | No change | 381 | $2K |
| Harbor Capital Advisors, Inc. | 0.00% | New | 316 | $2K |
| Amalgamated Bank | 0.00% | No change | 207 | $1K |
| Cwm, LLC | 0.00% | Add +14.9% | 231 | $1K |
| Arax Advisory Partners | 0.00% | No change | 117 | $719 |
| Earned Wealth Advisors, LLC | 0.00% | New | 61 | $375 |
| Russell Investments Group, Ltd. | 0.00% | New | 59 | $362 |
| Sterling Capital Management LLC | 0.00% | — | 8 | $49 |
"% of holder's portfolio" is UHG's weight in each manager's 13F, not the share of United Homes Group Inc. the manager owns.