238 tracked 13F filers disclose a position in UMH as of the latest SEC 13F filings, a combined $825.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $114.3M | 7.9M | ▼−1.4% Reduced · −113K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $58.9M | 4.1M | →First observed position No prior filed position | Q1 2026 | |
| 3 | FMR LLC | $53.8M | 3.7M | ▲+3.6% Added · +128K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $55.7M | 3.7M | ▲+4.9% Added · +171K sh | Q2 2026 | |
| 5 | T. Rowe Price Investment Management, Inc. | Withheld | 3.7M | ▼−16% Reduced · −713K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $48.8M | 3.4M | →First observed position No prior filed position | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $35.2M | 2.3M | ▲+9.0% Added · +192K sh | Q2 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $33.3M | 2.3M | ▲+24% Added · +441K sh | Q1 2026 | |
| 9 | PRIVATE MANAGEMENT GROUP INC | $29.8M | 2.0M | ▲+1.7% Added · +34K sh | Q2 2026 | |
| 10 | D.A. DAVIDSON & CO. | $29.4M | 1.9M | ▲+9.7% Added · +172K sh | Q2 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $17.9M | 1.2M | ▲+1.8% Added · +22K sh | Q1 2026 | |
| 12 | ALLIANCEBERNSTEIN L.P. | $19.1M | 1.2M | ▼−3.0% Reduced · −38K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $17.0M | 1.2M | ▲+3.8% Added · +43K sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $14.8M | 1.0M | ▼−6.3% Reduced · −69K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $14.0M | 971K | ▲+3.6% Added · +33K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $13.6M | 940K | ▼−3.0% Reduced · −30K sh | Q1 2026 | |
| 17 | JENNISON ASSOCIATES LLC | $13.5M | 933K | ▼−31% Reduced · −423K sh | Q1 2026 | |
| 18 | First Eagle Investment Management, LLC | $12.6M | 833K | ▲+8.9% Added · +68K sh | Q2 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $11.7M | 813K | ▲+632% Added · +702K sh | Q1 2026 | |
| 20 | SCHRODER INVESTMENT MANAGEMENT GROUP | $10.6M | 739K | ▼−0.8% Reduced · −6K sh | Q1 2026 | |
| 21 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $10.2M | 672K | ▼−43% Reduced · −498K sh | Q2 2026 | |
| 22 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | $9.4M | 650K | —Held | Q1 2026 | |
| 23 | KENNEDY CAPITAL MANAGEMENT LLC | $8.6M | 595K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $8.2M | 569K | →First observed position No prior filed position | Q1 2026 | |
| 25 | MORGAN STANLEY | $6.9M | 482K | ▲+3.0% Added · +14K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in UMH and 22 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| ELI LILLY & COLLY | 124 funds | $62.9B |
| ALPHABET INC-CL AGOOGL | 123 funds | $129.2B |
| NVIDIA CORPNVDA | 122 funds | $320.7B |
| AMAZON.COM INCAMZN | 122 funds | $157.6B |
| JPMORGAN CHASE & COJPM | 121 funds | $47.4B |
| APPLE INCAAPL | 120 funds | $234.2B |
| MICROSOFT CORPMSFT | 120 funds | $209.7B |
| META PLATFORMS INC-CLASS AMETA | 120 funds | $97.8B |
| BROADCOM INCAVGO | 118 funds | $124.9B |
| ALPHABET INC-CL CGOOG | 118 funds | $104.4B |
| VISA INC-CLASS A SHARESV | 118 funds | $50.9B |
| COSTCO WHOLESALE CORPCOST | 118 funds | $31.5B |
Ranked by how many of UMH's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Carus Jeffrey A | Director | Buy (P) | 500 | $8K |
| Aug 17, 2026 | Mitchell William Edward | Director | Buy (P) | 64 | $1K |
| Aug 17, 2026 | Miller Kevin S. | EVP, CFO, Treasurer | Buy (P) | 64 | $1K |
| Jul 15, 2026 | Miller Kevin S. | EVP, CFO, Treasurer | Buy (P) | 68 | $1K |
| Jul 15, 2026 | Mitchell William Edward | Director | Buy (P) | 68 | $1K |
| Jun 15, 2026 | Miller Kevin S. | EVP, CFO, Treasurer | Buy (P) | 68 | $1K |
| Jun 2, 2026 | Mitchell William Edward | Director | Buy (P) | 133 | $2K |
| Apr 1, 2026 | Carus Jeffrey A | Director | Buy (P) | 500 | $7K |
| Mar 27, 2026 | HIRSCH MATTHEW I | Director | Buy (P) | 500 | $7K |
| Mar 25, 2026 | QUIGLEY KENNETH K JR | Director | Buy (P) | 3K | $36K |
| Dec 15, 2025 | Carus Jeffrey A | Director | Buy (P) | 33 | $500 |
| Dec 15, 2025 | Carus Jeffrey A | Director | Buy (P) | 33 | $500 |
Connected entities for UMH
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UMH/capital-change-brief"
Use Arkolith's capital_change_brief for UMH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UMH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.