Institutional Ownership Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH). We have compiled data on the 3,833 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $459 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nicholas Company, Inc.
|
Nov 12, 2024 Q3 2024 |
139,610
shares
|
$82.5 Million
1.39% of portfolio
|
Q2 2024
Added 18.04%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
139,273
shares
|
$82.3 Million
1.87% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
137,555
shares
|
$81.3 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
136,714
shares
|
$80.8 Million
0.2% of portfolio
|
Q3 2024
Added 1303.63%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
136,455
shares
|
$80.6 Million
3.38% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Cornerstone Investment Partners, LLC
|
Nov 13, 2024 Q3 2024 |
133,894
shares
|
$79.1 Million
4.11% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
133,101
shares
|
$78.6 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
130,507
shares
|
$77.1 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
128,434
shares
|
$75.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 5.67%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
126,790
shares
|
$74.9 Million
2.47% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
125,972
shares
|
$74.4 Million
0.75% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Ofi Invest Asset Management
Paris, I0 |
Jul 19, 2024 Q2 2024 |
123,920
shares
|
$73.2 Million
1.56% of portfolio
|
Q2 2024
Reduced 2.03%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
123,890
shares
|
$73.2 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 12, 2024 Q3 2024 |
122,000
shares
|
$72.1 Million
0.78% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
121,923
shares
|
$72 Million
0.44% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
121,516
shares
|
$71.8 Million
0.24% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
121,373
shares
|
$71.7 Million
0.35% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
120,740
shares
|
$71.3 Million
0.91% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
120,736
shares
|
$71.3 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
120,598
shares
|
$71.3 Million
0.47% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Distillate Capital Partners LLC
|
Nov 13, 2024 Q3 2024 |
120,226
shares
|
$71 Million
3.56% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
120,206
shares
|
$71 Million
5.88% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Marsico Capital Management LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
120,076
shares
|
$70.9 Million
2.03% of portfolio
|
Q3 2024
New holding
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
119,926
shares
|
$70.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 61.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
119,832
shares
|
$70.8 Million
0.66% of portfolio
|
Q3 2024
Added 15.56%
|