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Institutional Holders of USHY

There is a long list of 441 institutional holders of USHY within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of USHY by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-USHY table below, the initial column indicates the name of each top institutional holder of USHY, with a link to that fund's top holdings. The next columns indicate the amount of USHY stock held by each of the institutional holders of USHY, followed by the USHY position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Northern Trust Corp36,250,721$1,317,714 12/31/2023
     USHY36,250,721$1,317,714 12/31/2023
Wells Fargo & Company MN24,464,223$895,146 03/31/2024
     USHY24,464,223$895,146 03/31/2024
BlackRock Inc.16,742,818$612,620 03/31/2024
     USHY16,742,818$612,620 03/31/2024
Jones Financial Companies Lllp15,689,009$570,295 12/31/2023
     USHY15,689,009$570,295 12/31/2023
Raymond James & Associates12,832,409$469,538 03/31/2024
     USHY12,832,409$469,538 03/31/2024
Japan Science & Technology Agency11,130,157$404,581 12/31/2023
     USHY11,130,157$404,581 12/31/2023
Prudential PLC11,008,444$400,157 12/31/2023
     USHY11,008,444$400,157 12/31/2023
TIAA Trust National Association6,585,459$240,962 03/31/2024
     USHY6,585,459$240,962 03/31/2024
Kensington Asset Management LLC5,164,550$188,971 03/31/2024
     USHY5,164,550$188,971 03/31/2024
Wright Fund Managment LLC5,010,100$183,320 03/31/2024
     USHY5,010,100$183,320 03/31/2024
Charles Schwab Investment Management Inc.4,846,130$177,320 03/31/2024
     USHY4,846,130$177,320 03/31/2024
Thrivent Financial for Lutherans4,696,126$170,704 12/31/2023
     USHY4,696,126$170,704 12/31/2023
Bank of America Corp DE3,882,002$141,111 12/31/2023
     USHY3,882,002$141,111 12/31/2023
Counterpoint Mutual Funds LLC3,709,536$135,732 03/31/2024
     USHY3,709,536$135,732 03/31/2024
Morgan Stanley3,461,964$125,842 12/31/2023
     USHY3,461,964$125,842 12/31/2023
Envestnet Asset Management Inc.3,414,007$124,919 03/31/2024
     USHY3,414,007$124,919 03/31/2024
UBS Group AG3,340,529$122,230 03/31/2024
     USHY3,340,529$122,230 03/31/2024
Alaska Permanent Fund Corp3,331,619$121,904 03/31/2024
     USHY3,331,619$121,904 03/31/2024
Toews Corp ADV3,167,800$115,910 03/31/2024
     USHY3,167,800$115,910 03/31/2024
LPL Financial LLC3,098,166$113,362 03/31/2024
     USHY3,098,166$113,362 03/31/2024
Morningstar Investment Services LLC2,982,429$108,799 12/31/2023
     USHY2,982,429$108,799 12/31/2023
JPMorgan Chase & Co.2,533,299$92,693 03/31/2024
     USHY2,533,299$92,693 03/31/2024
1832 Asset Management L.P.2,438,235$88,630 12/31/2023
     USHY2,438,235$88,630 12/31/2023
Manning & Napier Group LLC2,339,735$85,609 03/31/2024
     USHY2,339,735$85,609 03/31/2024
BNP Paribas Arbitrage SA2,011,974$73,618 03/31/2024
     USHY2,011,974$73,618 03/31/2024
SigFig Wealth Management LLC1,937,860$70,906 03/31/2024
     USHY1,937,860$70,906 03/31/2024
Allstate Corp1,728,000$63,228 03/31/2024
     USHY1,728,000$63,228 03/31/2024
Goldman Sachs Group Inc.1,715,304$62,351 12/31/2023
     USHY1,715,304$62,351 12/31/2023
ERTS Wealth Advisors LLC1,624,910$59,455 03/31/2024
     USHY1,624,910$59,455 03/31/2024
Assetmark Inc.1,612,689$59,008 03/31/2024
     USHY1,612,689$59,008 03/31/2024
Bricktown Capital LLC1,473,016$53,898 03/31/2024
     USHY1,473,016$53,898 03/31/2024
American Century Companies Inc.1,480,560$53,818 12/31/2023
     USHY1,480,560$53,818 12/31/2023
Partners Capital Investment Group LLP1,380,987$50,199 12/31/2023
     USHY1,380,987$50,199 12/31/2023
Rebalance LLC1,344,604$49,199 03/31/2024
     USHY1,344,604$49,199 03/31/2024
CWM LLC1,236,068$45,228 03/31/2024
     USHY1,236,068$45,228 03/31/2024
Raymond James Financial Services Advisors Inc.1,201,290$43,955 03/31/2024
     USHY1,201,290$43,955 03/31/2024
Nepc LLC1,162,121$42,243 12/31/2023
     USHY1,162,121$42,243 12/31/2023
Bank of New York Mellon Corp1,092,696$39,982 03/31/2024
     USHY1,092,696$39,982 03/31/2024
Wealthfront Advisers LLC1,080,022$39,518 03/31/2024
     USHY1,080,022$39,518 03/31/2024
US Bancorp DE931,989$34,101 03/31/2024
     USHY931,989$34,101 03/31/2024
One Capital Management LLC920,955$33,698 03/31/2024
     USHY920,955$33,698 03/31/2024
Venturi Wealth Management LLC911,394$33,348 03/31/2024
     USHY911,394$33,348 03/31/2024
Capital Asset Advisory Services LLC878,199$31,721 03/31/2024
     USHY878,199$31,721 03/31/2024
Axxcess Wealth Management LLC849,923$30,895 12/31/2023
     USHY849,923$30,895 12/31/2023
Advisor Group Holdings Inc.831,197$30,414 03/31/2024
     USHY831,197$30,414 03/31/2024
Cerity Partners LLC800,436$29,096 12/31/2023
     USHY800,436$29,096 12/31/2023
State of Wisconsin Board of Commissioners of Public Lands782,666$28,638 03/31/2024
     USHY782,666$28,638 03/31/2024
Prime Capital Investment Advisors LLC785,319$28,546 12/31/2023
     USHY785,319$28,546 12/31/2023
Mercer Global Advisors Inc. ADV772,452$28,079 12/31/2023
     USHY772,452$28,079 12/31/2023
Aveo Capital Partners LLC751,157$27,203 03/31/2024
     USHY751,157$27,203 03/31/2024

See All: Funds Holding USHY
See Details: Top 10 Hedge Funds Holding USHY
Also See: USHY Holdings Changes

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