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 3,806 institutions that hold shares in the stock, with a total of 788 Million shares, which have been reported (via 13F filing form) to have a value of $440 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 08, 2024 Q2 2024 |
121,285
shares
|
$68.8 Million
1.52% of portfolio
|
Q2 2024
Added 3.89%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
120,740
shares
|
$68.5 Million
0.91% of portfolio
|
Q3 2023
Reduced 3.08%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
119,302
shares
|
$67.6 Million
0.4% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
119,273
shares
|
$67.6 Million
0.34% of portfolio
|
Q2 2024
Added 7.29%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 07, 2024 Q2 2024 |
119,156
shares
|
$67.6 Million
5.56% of portfolio
|
Q2 2024
Added 4.6%
|
|
|
Achmea Investment Management B.V.
|
Aug 08, 2024 Q2 2024 |
118,751
shares
|
$67.3 Million
1.08% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
117,851
shares
|
$66.8 Million
0.73% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
117,017
shares
|
$66.4 Million
0.2% of portfolio
|
Q2 2023
Reduced 10.68%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
116,667
shares
|
$66.2 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Primecap Management CO
Pasadena, CA |
Aug 09, 2024 Q2 2024 |
116,464
shares
|
$66 Million
0.04% of portfolio
|
Q2 2024
Added 3.88%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
116,285
shares
|
$65.9 Million
3.3% of portfolio
|
Q2 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
115,479
shares
|
$65.5 Million
1.58% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2024 Q2 2024 |
115,172
shares
|
$65.3 Million
0.17% of portfolio
|
Q2 2024
Reduced 35.3%
|
|
|
Alta Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
114,322
shares
|
$64.8 Million
3.72% of portfolio
|
Q2 2024
Added 20.46%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Aug 14, 2024 Q2 2024 |
113,813
shares
|
$64.5 Million
5.79% of portfolio
|
Q2 2024
Added 14.11%
|
|
|
Orbimed Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
112,000
shares
|
$63.5 Million
1.37% of portfolio
|
Q2 2024
Added 60.0%
|
|
|
Ing Groep Nv
|
Aug 13, 2024 Q2 2024 |
110,176
shares
|
$62.5 Million
0.34% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Oct 11, 2024 Q3 2024 |
110,086
shares
|
$62.4 Million
2.08% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Premier Fund Managers LTD
|
Aug 13, 2024 Q2 2024 |
110,000
shares
|
$62.4 Million
2.15% of portfolio
|
Q1 2024
Added 120.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
109,854
shares
|
$62.3 Million
0.51% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 14, 2024 Q2 2024 |
109,543
shares
|
$62.1 Million
0.63% of portfolio
|
Q2 2024
Added 6.79%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
108,447
shares
|
$61.5 Million
0.57% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
107,557
shares
|
$61 Million
0.18% of portfolio
|
Q3 2024
Added 8.38%
|
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
107,447
shares
|
$60.9 Million
0.8% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
107,308
shares
|
$60.8 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.84%
|