UNIVERSAL HEALTH SERVICES-B (UHS) Institutional Ownership Changes & 13F Activity
UNIVERSAL HEALTH SERVICES-B (UHS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Corient Private Wealth Llc, Hsbc Holdings Plc, First Citizens Bank & Trust Co, and Mackenzie Financial Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Buy | +9,994 | +43.5% | 32,972 | $7.19M | Q4 2025 | Oct 27, 2026 |
| Cornerstone Financial Management Llc | Buy | +7 | — | 7 | $1.53K | Q4 2025 | Aug 28, 2026 |
| Advisors Asset Management, Inc. | Sell | -1,773 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Redwood Investment Management, Llc | Sell | -881 | -15.1% | 4,971 | $1.08K | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -7,025 | -60.3% | 4,624 | $1.01M | Q4 2025 | Aug 18, 2026 |
| Algert Global Llc | Buy | +30,980 | +512.1% | 37,030 | $8.07M | Q4 2025 | Aug 11, 2026 |
| Kerr Financial Planning Corp | Buy | +100 | — | 100 | $21.64K | Q4 2025 | Jul 01, 2026 |
| Jmn Financial Llc | Buy | +2,123 | — | 2,123 | $462.87K | Q4 2025 | May 15, 2026 |
| Westco Advisory Services Inc | Buy | +945 | — | 945 | $206.03K | Q4 2025 | May 13, 2026 |
| 1015 Capital Partners, Llc | Buy | +5 | — | 5 | $1.09K | Q4 2025 | May 11, 2026 |
| Hsbc Holdings Plc | Buy | +119,561 | — | 119,561 | $26.14M | Q4 2025 | Mar 06, 2026 |
| Shp Wealth Management | Buy | +6 | — | 6 | $1.31K | Q4 2025 | Mar 04, 2026 |
| Anchor Investment Management, Llc | Buy | +47 | — | 47 | $10.30K | Q4 2025 | Feb 26, 2026 |
| Dgs Capital Management, Llc | Buy | +1,314 | +13.6% | 11,009 | $2.40M | Q4 2025 | Feb 24, 2026 |
| Bell Investment Advisors, Inc | Buy | +35 | — | 35 | $7.63K | Q4 2025 | Feb 24, 2026 |
| Kera Capital Partners, Inc. | Buy | +4,116 | — | 4,116 | $828.40K | Q4 2025 | Feb 23, 2026 |
| Virtu Financial Llc | Buy | +2,331 | — | 2,331 | $508.00K | Q4 2025 | Feb 23, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +1 | — | 1 | $219.00 | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +135 | — | 135 | $29.45K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +162,985 | — | 162,985 | $10.32M | Q4 2025 | Feb 19, 2026 |
| Mcguire Capital Advisors Inc | Buy | +11 | — | 11 | $2.40K | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +220,836 | — | 220,836 | $48.58M | Q4 2025 | Feb 18, 2026 |
| First Citizens Bank & Trust Co | Buy | +56,177 | — | 56,177 | $12.25M | Q4 2025 | Feb 18, 2026 |
| Mackenzie Financial Corp | Buy | +35,228 | — | 35,228 | $7.91M | Q4 2025 | Feb 18, 2026 |
| State Of Tennessee, Department Of Treasury | Buy | +34,078 | — | 34,078 | $6.86M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +15,160 | — | 15,160 | $3.31M | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +3,080 | — | 3,080 | $671.54K | Q4 2025 | Feb 18, 2026 |
| Summit Global Investments | Buy | +2,119 | — | 2,119 | $462.00K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +1,937 | — | 1,937 | $422.32K | Q4 2025 | Feb 18, 2026 |
| Vident Advisory, Llc | Buy | +1,094 | — | 1,094 | $238.51K | Q4 2025 | Feb 18, 2026 |
Frequently asked questions about UHS activity
Which institutional owners are buying UHS?
Institutional owners buying UHS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in UHS activity?
"Buy" means an investor increased their reported position in UHS compared to the prior reporting period. This reflects growing exposure to UNIVERSAL HEALTH SERVICES-B (UHS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in UHS increasing?
Institutional interest in UHS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related UHS Institutional Insights
- UHS Overview
- UHS 13F Institutional Holders
- UHS Superinvestors
- Healthcare Sector Institutional Ownership
- Healthcare Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Healthcare Stocks By Institutional Investors
- Most Sold Healthcare Stocks By Institutional Investors
- UHS Insider Trading & SEC Form 4 Activity
- UHS Articles
- Top Institutional Investor Stock Rankings