DaveManuel.com · Institutional Ownership · Who Owns It
UNIVERSAL HEALTH RLTY INCOMESH BEN INT (UHT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
186
Reporting holders
$378.6M
Reported value
62.0%
Of shares outstanding
0.1%
Calls
0.1%
Puts
-1
Holder change
Institutions report 8,615,349 shares against 13,898,684 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $65.4M | 1,492,098 | 0.00% | 8q | -34.0%-$33.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $37.1M | 845,483 | 0.00% | 2q | -11.7%-$4.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $24.6M | 560,954 | 0.00% | 2q | -5.8%-$1.5M |
| STATE STREET CORP | $16.6M | 377,502 | 0.00% | 31q | -32.5%-$8.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $16.5M | 375,669 | 0.00% | 31q | +6.4%+$989.9K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $15.5M | 353,543 | 0.02% | 9q | +3.9%+$588.3K |
| JANE STREET GROUP, LLC | $11.7M | 267,488 | 0.00% | 12q | +1970.7%+$11.2M |
| TWO SIGMA INVESTMENTS, LP | $10.1M | 229,241 | 0.01% | 9q | +78.2%+$4.4M |
| Qube Research & Technologies Ltd | $9.1M | 206,730 | 0.01% | 12q | +58.1%+$3.3M |
| CITADEL ADVISORS LLC | $9.1M incl. $263.2K options PUT | 200,666 | 0.00% | 3q | +173.4%+$5.7M |
| RENAISSANCE TECHNOLOGIES LLC | $8.6M | 196,510 | 0.01% | 31q | -10.7%-$1.0M |
| DIMENSIONAL FUND ADVISORS LP | $8.2M | 187,828 | 0.00% | 31q | -1.4%-$121.1K |
| Bank of New York Mellon Corp | $7.5M | 171,057 | 0.00% | 31q | -17.3%-$1.6M |
| Nuveen, LLC | $7.4M | 169,846 | 0.00% | 6q | +561.5%+$6.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.7M | 152,908 | 0.00% | 31q | +1.8%+$118.2K |
| AQR CAPITAL MANAGEMENT LLC | $6.4M | 145,264 | 0.00% | 9q | -0.9%-$59.1K |
| HRT FINANCIAL LP | $5.8M | 132,131 | 0.01% | 3q | +1059.3%+$5.3M |
| MILLENNIUM MANAGEMENT LLC | $5.5M | 125,076 | 0.00% | 4q | +199.4%+$3.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.1M incl. $346.5K options CALL | 108,941 | 0.00% | 31q | +1995.0%+$4.9M |
| D. E. Shaw & Co., Inc. | $5.1M | 116,828 | 0.00% | 2q | +1859.2%+$4.9M |
| NORTHERN TRUST CORP | $5.1M | 115,840 | 0.00% | 31q | -1.5%-$76.4K |
| MORGAN STANLEY | $5.0M | 112,915 | 0.00% | 35q | -30.9%-$2.2M |
| STIFEL FINANCIAL CORP | $4.2M | 94,934 | 0.00% | 23q | +1.4%+$56.8K |
| VANGUARD FIDUCIARY TRUST CO | $4.0M | 91,251 | 0.00% | 2q | +0.6%+$23.7K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.2M | 73,952 | 0.00% | 9q | +7.6%+$227.9K |
| GOLDMAN SACHS GROUP INC | $3.2M | 72,227 | 0.00% | 31q | +5.4%+$161.9K |
| Atom Investors LP | $3.0M | 67,302 | 0.26% | 2q | +579.6%+$2.5M |
| PANAGORA ASSET MANAGEMENT INC | $2.9M | 66,505 | 0.01% | 9q | -11.9%-$393.2K |
| UBS Group AG | $2.7M | 61,108 | 0.00% | 31q | +6.7%+$168.4K |
| TUDOR INVESTMENT CORP ET AL | $2.7M | 60,853 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $2.4M | 55,047 | 0.00% | 31q | +34.8%+$623.2K |
| LPL Financial LLC | $2.3M | 53,239 | 0.00% | 31q | +5.5%+$122.1K |
| Point72 Asset Management, L.P. | $2.3M | 52,970 | 0.00% | 2q | +498.5%+$1.9M |
| EXCHANGE TRADED CONCEPTS, LLC | $2.3M | 52,067 | 0.01% | 6q | +1.3%+$30.2K |
| Jain Global LLC | $2.2M | 49,430 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $1.8M | 41,051 | 0.00% | 6q | +44.3%+$552.7K |
| JPMORGAN CHASE & CO | $1.5M | 34,091 | 0.00% | 31q | +16.9%+$215.8K |
| WealthTrust Axiom LLC | $1.4M | 32,800 | 0.32% | 22q | -5.6%-$84.9K |
| MARTINGALE ASSET MANAGEMENT L P | $1.4M | 32,619 | 0.03% | 7q | +25.9%+$293.9K |
| IEQ CAPITAL, LLC | $1.4M | 31,448 | 0.01% | 10q | -3.2%-$46.2K |
| FMR LLC | $1.3M | 29,660 | 0.00% | 18q | +10.3%+$121.0K |
| Penserra Capital Management LLC | $1.3M | 29,087 | 0.01% | 11q | HELD |
| Y-Intercept (Hong Kong) Ltd | $1.3M | 28,629 | 0.02% | new | NEW |
| ALGERT GLOBAL LLC | $1.1M | 25,141 | 0.01% | 9q | +11.3%+$111.6K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $1.1M | 24,196 | 0.00% | 2q | +37.7%+$290.4K |
| ALTFEST L J & CO INC | $984.6K | 22,449 | 0.10% | 27q | HELD |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $980.0K | 22,338 | 0.00% | 3q | HELD |
| MACQUARIE GROUP LTD | $979.7K | 22,338 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $953.5K | 21,739 | 0.00% | 31q | +73.8%+$405.0K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $936.0K | 21,321 | 0.00% | 31q | +9.7%+$83.1K |
| Squarepoint Ops LLC | $906.1K | 20,660 | 0.00% | 2q | +263.6%+$656.9K |
| Invesco Ltd. | $903.0K | 20,588 | 0.00% | 31q | -84.0%-$4.8M |
| NOMURA ASSET MANAGEMENT CO LTD | $901.3K | 20,550 | 0.00% | 31q | +9.8%+$80.3K |
| RHUMBLINE ADVISERS | $789.4K | 17,998 | 0.00% | 31q | -40.9%-$545.2K |
| Quantbot Technologies LP | $785.8K | 17,917 | 0.03% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $770.2K | 17,561 | 0.00% | 31q | -77.4%-$2.6M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $758.8K | 17,300 | 0.01% | 15q | +20.1%+$127.2K |
| Wilkinson Global Asset Management LLC | $745.6K | 17,000 | 0.06% | 22q | HELD |
| Asset Management One Co., Ltd. | $745.1K | 16,989 | 0.00% | 31q | -2.5%-$18.8K |
| CANADA LIFE ASSURANCE Co | $709.0K | 16,156 | 0.00% | 27q | -37.3%-$422.3K |
| Total Wealth Planning & Management, Inc. | $703.2K | 16,033 | 0.48% | 5q | HELD |
| Independent Wealth Network Inc. | $703.0K | 16,029 | 0.18% | 3q | +6.3%+$41.6K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $640.4K | 14,602 | 0.00% | 31q | -0.8%-$4.9K |
| ALLIANCEBERNSTEIN L.P. | $631.7K | 15,610 | 0.00% | 31q | +31.1%+$149.8K |
| Vinva Investment Management Ltd | $621.4K | 2,908 | 0.00% | 2q | -93.8%-$9.4M |
| CITIGROUP INC | $619.4K | 14,122 | 0.00% | 31q | +12.9%+$70.7K |
| Quadrature Capital Ltd | $618.5K | 14,102 | 0.01% | 3q | +106.3%+$318.6K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $596.5K | 13,600 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $589.8K | 13,447 | 0.00% | 7q | -2.7%-$16.2K |
| BARCLAYS PLC | $579.0K | 13,202 | 0.00% | 31q | -2.7%-$16.1K |
| DEUTSCHE BANK AG\ | $575.4K | 13,118 | 0.00% | 34q | +24.2%+$112.2K |
| Sumitomo Mitsui Trust Group, Inc. | $562.2K | 12,817 | 0.00% | 31q | HELD |
| Mitsubishi UFJ Asset Management Co., Ltd. | $471.1K | 10,742 | 0.00% | 31q | HELD |
| LSV ASSET MANAGEMENT | $465.0K | 10,600 | 0.00% | 3q | +51.4%+$157.9K |
| MERCER GLOBAL ADVISORS INC /ADV | $452.2K | 10,311 | 0.00% | 4q | +9.7%+$39.9K |
| ExodusPoint Capital Management, LP | $451.4K | 10,292 | 0.00% | new | NEW |
| Crestwood Advisors Group, LLC | $446.3K | 10,176 | 0.01% | 12q | HELD |
| Cannell & Spears LLC | $437.9K | 9,983 | 0.01% | 10q | HELD |
| Truvestments Capital LLC | $413.2K | 9,421 | 0.06% | 4q | HELD |
| FJ Capital Management LLC | $412.7K | 9,409 | 0.05% | 5q | HELD |
| Fifth Third Wealth Advisors LLC | $406.4K | 9,265 | 0.01% | new | NEW |
| Creative Planning | $405.8K | 9,253 | 0.00% | 9q | -5.7%-$24.4K |
| GUGGENHEIM CAPITAL LLC | $388.4K | 8,856 | 0.00% | 4q | +12.8%+$44.2K |
| State of Alaska, Department of Revenue | $385.0K | 8,815 | 0.00% | 31q | -42.0%-$279.3K |
| HighTower Advisors, LLC | $367.2K | 8,373 | 0.00% | 4q | -18.8%-$85.1K |
| Mariner, LLC | $357.5K | 8,151 | 0.00% | 4q | -10.3%-$41.1K |
| XTX Topco Ltd | $351.6K | 8,016 | 0.00% | new | NEW |
| HSBC HOLDINGS PLC | $351.5K | 8,026 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $347.9K | 7,932 | 0.00% | 2q | +5.4%+$17.9K |
| ANCHYRA PARTNERS LLC | $346.8K | 7,908 | 0.08% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $340.0K | 7,752 | 0.00% | 16q | +165.8%+$212.1K |
| FRANKLIN RESOURCES INC | $336.3K | 7,668 | 0.00% | new | NEW |
| Catalyst Funds Management Pty Ltd | $315.9K | 7,202 | 0.02% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $312.6K | 7,260 | 0.00% | 3q | +8.3%+$23.9K |
| Susquehanna Portfolio Strategies, LLC | $301.8K | 6,880 | 0.00% | 2q | -25.7%-$104.4K |
| HUB Investment Partners, LLC | $296.6K | 6,762 | 0.01% | new | NEW |
| MARSHALL WACE, LLP | $290.7K | 6,627 | 0.00% | new | NEW |
| Horizon Investments, LLC | $286.3K | 19,035 | 0.00% | 5q | +11.9%+$30.3K |
| ALPS ADVISORS INC | $274.9K | 6,268 | 0.00% | 17q | -74.3%-$795.6K |
| Symmetry Partners, LLC | $260.8K | 5,946 | 0.01% | new | NEW |
Showing the largest 100 of 186 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 43 | $6.5M | 174,655 | 6 | 14 | 8 | 0.0% |
| Q2 2026 | 186 | $378.6M | 8,615,349 | 30 | 59 | 53 | 0.2% |
| Q1 2026 | 187 | $366.4M | 8,873,067 | 23 | 62 | 52 | 0.2% |
| Q4 2025 | 183 | $343.3M | 8,723,463 | 26 | 47 | 63 | 0.4% |
| Q3 2025 | 180 | $352.6M | 8,917,721 | 29 | 64 | 49 | 0.9% |
| Q2 2025 | 173 | $348.5M | 8,697,712 | 20 | 63 | 41 | 0.3% |
| Q1 2025 | 169 | $359.4M | 8,774,753 | 15 | 55 | 57 | 0.0% |
| Q4 2024 | 163 | $324.2M | 8,711,088 | 6 | 52 | 52 | 0.0% |
| Q3 2024 | 173 | $409.2M | 8,934,979 | 21 | 57 | 46 | 0.1% |
| Q2 2024 | 159 | $344.7M | 8,794,362 | 23 | 57 | 44 | 0.1% |
| Q1 2024 | 157 | $319.9M | 8,710,751 | 30 | 40 | 50 | 0.0% |
| Q4 2023 | 152 | $394.5M | 9,108,528 | 11 | 45 | 51 | 0.1% |
| Q3 2023 | 159 | $359.3M | 8,876,032 | 14 | 38 | 52 | 0.1% |
| Q2 2023 | 155 | $429.2M | 8,998,324 | 8 | 48 | 51 | 0.2% |
| Q1 2023 | 167 | $440.1M | 9,124,179 | 16 | 48 | 51 | 0.3% |
| Q4 2022 | 167 | $424.2M | 8,865,367 | 30 | 44 | 57 | 0.2% |
| Q3 2022 | 140 | $474.6M | 10,945,506 | 13 | 45 | 46 | 0.3% |
| Q2 2022 | 146 | $843.0M | 15,804,583 | 16 | 45 | 49 | 0.2% |
| Q1 2022 | 153 | $933.4M | 15,957,262 | 13 | 36 | 59 | 0.2% |
| Q4 2021 | 160 | $1.2B | 19,264,910 | 24 | 52 | 44 | 0.5% |
| Q3 2021 | 151 | $1.1B | 19,022,469 | 21 | 44 | 43 | 0.4% |
| Q2 2021 | 155 | $1.2B | 19,358,382 | 22 | 37 | 48 | 0.1% |
| Q1 2021 | 150 | $1.4B | 20,155,310 | 21 | 40 | 43 | 0.0% |
| Q4 2020 | 144 | $1.4B | 21,264,417 | 11 | 36 | 46 | 0.0% |
| Q3 2020 | 149 | $1.2B | 21,288,454 | 11 | 48 | 47 | 0.0% |
| Q2 2020 | 167 | $1.7B | 21,559,894 | 20 | 45 | 54 | 0.0% |
| Q1 2020 | 169 | $2.8B | 27,953,441 | 14 | 49 | 53 | 0.0% |
| Q4 2019 | 179 | $2.8B | 23,664,845 | 26 | 50 | 47 | 0.0% |
| Q3 2019 | 154 | $1.5B | 15,029,626 | 18 | 52 | 38 | 0.1% |
| Q2 2019 | 149 | $1.3B | 15,090,160 | 22 | 45 | 30 | 0.3% |
| Q1 2019 | 146 | $1.1B | 14,830,439 | 16 | 45 | 37 | 0.0% |
| Q4 2018 | 140 | $923.0M | 15,072,363 | 4 | 4 | 4 | 0.0% |