Universal Health Services, Inc.
GB ˙ LSE ˙ US9139031002
145,80 $ ↑2,87 (2,01%)
2026-06-05
DEL PRIS
SecurityGB:0LJL / Universal Health Services, Inc.
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership6,725 shares
Latest Disclosed Value $ 1,203,636
Captrust Financial Advisors reports 29.88% increase in ownership of 0LJL / Universal Health Services, Inc.

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 6,725 shares of Universal Health Services, Inc. (GB:0LJL) valued at $1,204,918 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 5,178 shares of Universal Health Services, Inc.. This represents a change in shares of 29.88% during the quarter. The current value of the position is $980,505 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 6,725 1,547 29.88 1,204 6.65 0.0021
2026-02-17 2025-12-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 5,178 2,021 64.02 1,129 74.88 0.0021
2025-11-19 2025-09-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 3,157 872 38.16 645 56.17 0.0013
2025-08-15 2025-06-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 2,285 -385 -14.42 414 -17.56 0.0009
2025-05-15 2025-03-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 2,670 925 53.01 502 60.06 0.0013
2025-02-14 2024-12-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 1,745 -481 -21.61 313 -38.51 0.0009
2024-11-14 2024-09-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 2,226 939 72.96 510 113.87 0.0015
2024-08-15 2024-06-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 1,287 1,287 238 0.0008
2024-05-15 2024-03-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 0 -3,160 -100.00 0 -100.00
2024-02-14 2023-12-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 3,160 -97 -2.98 482 17.60 0.0017
2023-11-15 2023-09-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 3,257 349 12.00 410 -10.70 0.0016
2023-08-15 2023-06-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 2,908 276 10.49 459 37.13 0.0018
2023-05-15 2023-03-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 2,632 548 26.30 335 13.99 0.0015
2023-02-15 2022-12-31 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 2,084 -2,178 -51.10 294 -22.07 0.0015
2022-11-16 2022-09-30 13F UNIVERSAL HLTH SVCS INC CL B Stock 913903100 4,262 365 9.37 376 -4.08 0.0022
2022-08-23 2022-06-30 13F/A-1 UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 3,897 -171 -4.20 392 -33.56 0.0025
2022-08-16 2022-06-30 13F UNIVERSAL HLTH SVCS INC CL B COM 913903100 3,940 -128 397 0.0029
2022-05-16 2022-03-31 13F UNIVERSAL HLTH SVCS CL B 913903100 4,068 -1,900 -31.84 590 -23.77 0.0038
2022-02-14 2021-12-31 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 5,968 336 5.97 774 -0.64 0.0053
2021-11-16 2021-09-30 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 5,632 -94 -1.64 779 -7.04 0.0065
2021-08-16 2021-06-30 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 5,726 -1,774 -23.65 838 -16.20 0.0078
2021-05-17 2021-03-31 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 7,500 -4 -0.05 1,000 -3.10 0.0108
2021-02-16 2020-12-31 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 7,504 1,752 30.46 1,032 68.90 0.0137
2020-11-17 2020-09-30 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 5,752 -1,989 -25.69 611 -15.26 0.0101
2020-08-14 2020-06-30 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 7,741 -5,785 -42.77 721 -39.36 0.0119
2020-05-15 2020-03-31 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 13,526 -12,496 -48.02 1,189 -67.89 0.0262
2020-02-14 2019-12-31 13F UNIVERSAL HLTH SVCS CL B 913903100 26,022 9,642 58.86 3,703 51.95 0.0584
2019-11-14 2019-09-30 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 16,380 441 2.77 2,437 17.28 0.0856
2019-08-13 2019-06-30 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 15,939 2,927 22.49 2,078 19.36 0.0769
2019-05-15 2019-03-31 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 13,012 2,557 24.46 1,741 42.82 0.0707
2019-02-13 2018-12-31 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 10,455 -151 -1.42 1,219 -10.10 0.0654
2018-11-15 2018-09-30 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 10,606 1,150 12.16 1,356 28.65 0.0607
2018-08-13 2018-06-30 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 9,456 827 9.58 1,054 4.98 0.0584
2018-05-15 2018-03-31 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 8,629 113 1.33 1,004 4.04 0.0621
2018-02-14 2017-12-31 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 8,516 1,280 17.69 965 14.74 0.0584
2018-02-16 2017-09-30 13F/A-1 UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 7,236 132 1.86 841 -3.00 0.0638
2017-11-13 2017-09-30 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 7,433 329 825 0.0797
2017-11-13 2017-06-30 13F/A-1 UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 7,104 7,104 867 0.1084
2017-08-10 2017-06-30 13F UNIVERSAL HLTH SVCS INC CL B Common Stock 913903100 8,365 1,021 0.0874
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.