United Homes Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIDELITY NATIONAL FINANCIAL, INC. | 11/10/2025 | 2.80 M | $11.56 M | 0.00% | 4.78% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 1.25 M | $5.16 M | 100.00% | 2.13% |
| STONEBRIDGE WEALTH MANAGEMENT, LLC | 10/17/2025 | 829.78 K | $3.43 M | 84.19% | 1.42% |
| VANGUARD GROUP INC | 11/07/2025 | 498.54 K | $2.06 M | -5.67% | 0.85% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 180.80 K | $746.70 K | 59.30% | 0.31% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 152.49 K | $630.00 K | 0.22% | 0.26% |
| VELA INVESTMENT MANAGEMENT, LLC | 10/30/2025 | 100.00 K | $413.00 K | 100.00% | 0.17% |
| CITADEL ADVISORS LLC | 11/14/2025 | 70.40 K | $290.73 K | -61.87% | 0.12% |
| EVERNEST FINANCIAL ADVISORS, LLC | 11/12/2025 | 63.00 K | $260.19 K | 100.00% | 0.11% |
| STONERIDGE INVESTMENT PARTNERS LLC | 10/31/2025 | 60.62 K | $250.00 K | 6.77% | 0.10% |
| XTX TOPCO LTD | 11/14/2025 | 55.16 K | $227.79 K | 120.69% | 0.09% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 53.01 K | $143.85 K | 20.63% | 0.09% |
| NORTHERN TRUST CORP | 11/14/2025 | 38.36 K | $158.43 K | 2.84% | 0.07% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 32.00 K | $132.16 K | -23.81% | 0.05% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 28.93 K | $119.48 K | -54.75% | 0.05% |
| BLACKROCK, INC. | 11/12/2025 | 24.05 K | $99.33 K | -69.78% | 0.04% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 20.50 K | $84.67 K | -76.50% | 0.04% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 19.82 K | $81.85 K | 106.55% | 0.03% |
| STATE STREET CORP | 11/14/2025 | 16.16 K | $66.75 K | 0.00% | 0.03% |
| MORGAN STANLEY | 11/14/2025 | 15.71 K | $64.88 K | -9.99% | 0.03% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 13.71 K | $56.63 K | 100.00% | 0.02% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 11.27 K | $46.56 K | 100.00% | 0.02% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 10.33 K | $42.68 K | -79.64% | 0.02% |
| FMR LLC | 11/13/2025 | 4.55 K | $18.80 K | -6.45% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 3.75 K | $15.49 K | -40.28% | 0.01% |
| CWM, LLC | 10/15/2025 | 3.06 K | $13.00 K | -61.27% | 0.01% |
| ROYAL BANK OF CANADA | 11/14/2025 | 2.43 K | $10.00 K | 53.64% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 1.37 K | $5.64 K | 3,315.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 1.05 K | $4.32 K | -81.62% | 0.00% |
| JPMORGAN CHASE & CO | 11/26/2025 | 700 | $2.89 K | -76.34% | 0.00% |
| CITIGROUP INC | 11/10/2025 | 634 | $2.62 K | -71.30% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 400 | $1.65 K | 100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 386 | $1.59 K | 19,200.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 250 | $1.04 K | 0.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 209 | $863 | -51.84% | 0.00% |
| NISA INVESTMENT ADVISORS, LLC | 10/23/2025 | 163 | $673 | -25.91% | 0.00% |
| TRUE WEALTH DESIGN, LLC | 10/21/2025 | 97 | $401 | -52.45% | 0.00% |
| EVERSOURCE WEALTH ADVISORS, LLC | 11/10/2025 | 33 | $136 | -77.08% | 0.00% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 19 | $79 | -81.00% | 0.00% |
| IFP ADVISORS, INC | 12/02/2025 | 11 | $45 | 0.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 7 | $29 | -12.50% | 0.00% |
| OPTIVER HOLDING B.V. | 11/10/2025 | 4 | $17 | 100.00% | 0.00% |
| BARCLAYS PLC | 11/12/2025 | 4 | $16 | 100.00% | 0.00% |
| SUNBELT SECURITIES, INC. | 11/19/2025 | 1 | $4 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
| PITCAIRN CO | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
| BAILARD, INC. | 10/30/2025 | 0 | $0 | -100.00% | 0.00% |
| CLEARSTEAD ADVISORS, LLC | 11/10/2025 | 0 | $0 | -100.00% | 0.00% |
| HARBOR CAPITAL ADVISORS, INC. | 10/15/2025 | 0 | $0 | -100.00% | 0.00% |
| MARSHALL WACE, LLP | 11/13/2025 | 0 | $0 | -100.00% | 0.00% |
United Homes Group, Inc. institutional Ownership - FAQ's
During the previous two years, 59 institutional investors and hedge funds held shares of United Homes Group, Inc.. The most heavily invested institutionals were:
Fidelity National Financial, Inc.: 2.8 M
Cetera Investment Advisers: 1.25 M
Stonebridge Wealth Management, LLC: 829,782
VANGUARD GROUP INC: 498,537
RENAISSANCE TECHNOLOGIES LLC: 180,800
GEODE CAPITAL MANAGEMENT, LLC: 152,486
10.86% of United Homes Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.81 M shares in the last 24 months. This purchase volume represents approximately $32.24 M in transactions.