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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+9,994+43.5%32,972$7.19MQ4 2025Oct 27, 2026
Cornerstone Financial Management LlcBuy+7—7$1.53KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-1,773-100.0%0$0.00Q4 2025Aug 26, 2026
Redwood Investment Management, LlcSell-881-15.1%4,971$1.08KQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-7,025-60.3%4,624$1.01MQ4 2025Aug 18, 2026
Algert Global LlcBuy+30,980+512.1%37,030$8.07MQ4 2025Aug 11, 2026
Kerr Financial Planning CorpBuy+100—100$21.64KQ4 2025Jul 01, 2026
Jmn Financial LlcBuy+2,123—2,123$462.87KQ4 2025May 15, 2026
Westco Advisory Services IncBuy+945—945$206.03KQ4 2025May 13, 2026
1015 Capital Partners, LlcBuy+5—5$1.09KQ4 2025May 11, 2026
Hsbc Holdings PlcBuy+119,561—119,561$26.14MQ4 2025Mar 06, 2026
Shp Wealth ManagementBuy+6—6$1.31KQ4 2025Mar 04, 2026
Anchor Investment Management, LlcBuy+47—47$10.30KQ4 2025Feb 26, 2026
Dgs Capital Management, LlcBuy+1,314+13.6%11,009$2.40MQ4 2025Feb 24, 2026
Bell Investment Advisors, IncBuy+35—35$7.63KQ4 2025Feb 24, 2026
Kera Capital Partners, Inc.Buy+4,116—4,116$828.40KQ4 2025Feb 23, 2026
Virtu Financial LlcBuy+2,331—2,331$508.00KQ4 2025Feb 23, 2026
Beaird Harris Wealth Management, LlcBuy+1—1$219.00Q4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+135—135$29.45KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+162,985—162,985$10.32MQ4 2025Feb 19, 2026
Mcguire Capital Advisors IncBuy+11—11$2.40KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+220,836—220,836$48.58MQ4 2025Feb 18, 2026
First Citizens Bank & Trust CoBuy+56,177—56,177$12.25MQ4 2025Feb 18, 2026
Mackenzie Financial CorpBuy+35,228—35,228$7.91MQ4 2025Feb 18, 2026
State Of Tennessee, Department Of TreasuryBuy+34,078—34,078$6.86MQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+15,160—15,160$3.31MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+3,080—3,080$671.54KQ4 2025Feb 18, 2026
Summit Global InvestmentsBuy+2,119—2,119$462.00KQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+1,937—1,937$422.32KQ4 2025Feb 18, 2026
Vident Advisory, LlcBuy+1,094—1,094$238.51KQ4 2025Feb 18, 2026
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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.