United Homes GroupUHG

13F holders, Q2 2025 (June 30)
51holders −1
13new positions
16sold out
4famous investors
$2.89avg. 13F price*

At the end of Q2 2025, 51 institutions reported holding United Homes Group Inc. (UHG) in their 13F filings, down 1 from Q1 2025. 13 opened new positions and 16 sold out. The largest holders were Fidelity National Financial, Inc. ($8.1M), Avantax Advisory Services, Inc. ($3.6M) and Anson Funds Management LP ($2.9M). 4 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 Cliff Asness (0.0% of AQR Capital 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions13$761K
Exits16$8.6M

All 13F filers, Q1 2025 → Q2 2025: 695,014 shares bought and 3,836,360 shares sold, net −3,141,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 51 holders

Fidelity National Financial, Inc. 0.20% No change 2,800,000 $8.1M
Avantax Advisory Services, Inc. 0.02% Reduce -0.0% 1,250,000 $3.6M
Anson Funds Management LP 0.53% Reduce -5.5% 986,500 $2.9M
Vanguard Group Inc. 0.00% Add +8.7% 528,476 $1.5M
Stonebridge Wealth Management, LLC 1.26% — 450,500 $1.3M
Boston Partners 0.00% Reduce -65.0% 205,794 $597K
Citadel Advisors 0.00% Add +355.1% 184,632 $535K
Geode Capital Management, LLC 0.00% Reduce -31.5% 152,144 $441K
Renaissance Technologies 0.00% New 113,500 $329K
AQR Capital Management 0.00% Add +623.0% 87,236 $253K
BlackRock, Inc. 0.00% Reduce -64.7% 79,574 $231K
Goldman Sachs Group Inc. 0.00% Add +394.7% 63,934 $185K
Stoneridge Investment Partners LLC 0.12% No change 56,776 $165K
Squarepoint Ops LLC 0.00% Add +209.0% 50,765 $147K
Bridgeway Capital Management, LLC 0.00% Add +180.0% 42,000 $122K
Bailard, Inc. 0.00% New 40,084 $116K
Northern Trust Corp. 0.00% Reduce -51.8% 37,301 $108K
Susquehanna International Group, LLP 0.00% Add +207.7% 35,026 $102K
Millennium Management 0.00% Add +54.0% 43,944 $73K
XTX Topco Ltd 0.00% New 24,993 $72K
Marshall Wace, LLP 0.00% New 19,228 $56K
Morgan Stanley 0.00% Add +57.9% 17,452 $51K
State Street Corp. 0.00% Reduce -75.7% 16,162 $47K
Pitcairn Co. 0.00% New 15,708 $46K
Ieq Capital, LLC 0.00% New 14,551 $42K
Y-Intercept (Hong Kong) Ltd 0.00% New 12,103 $35K
Ground Swell Capital, LLC 0.05% New 10,960 $32K
NewEdge Advisors, LLC 0.00% New 10,006 $29K
Wolverine Asset Management LLC 0.00% Add +3.4% 9,595 $28K
Cwm, LLC 0.00% Add +440.3% 7,888 $23K
Bank of America Corp. 0.00% Reduce -28.3% 6,281 $18K
Tower Research Capital LLC (TRC) 0.00% Add +62.1% 5,685 $16K
FMR LLC 0.00% Add +241.0% 4,866 $14K
JPMorgan Chase & Co. 0.00% Reduce -67.7% 2,958 $9K
Citigroup Inc. 0.00% Reduce -65.9% 2,209 $6K
Royal Bank of Canada 0.00% Reduce -42.6% 1,579 $4K
Clearstead Advisors, LLC 0.00% New 913 $3K
Harbor Capital Advisors, Inc. 0.00% Add +145.7% 769 $2K
Wells Fargo & Company 0.00% Reduce -89.3% 470 $1K
BNP Paribas Financial Markets 0.00% Reduce -57.2% 434 $1K
Essential Partners LLC 0.00% — 311 $902
Osaic Holdings, Inc. 0.00% Reduce -66.7% 250 $725
Nisa Investment Advisors, LLC 0.00% New 220 $638
True Wealth Design, LLC 0.00% New 204 $592
EverSource Wealth Advisors, LLC 0.00% Add +128.6% 144 $417
Allworth Financial LP 0.00% New 100 $290
UBS Group AG 0.00% Reduce -98.7% 40 $116
IFP Advisors, Inc 0.00% Add +175.0% 11 $32
SBI Securities Co., Ltd. 0.00% Reduce -33.3% 8 $23
Barclays PLC 0.00% Reduce -100.0% 2 $6
Arax Advisory Partners 0.00% No change 2 $6

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