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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
107,220
shares
|
$60.8 Million
2.53% of portfolio
|
Q2 2024
Added 393.4%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
106,929
shares
|
$60.6 Million
0.7% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
106,885
shares
|
$60.6 Million
2.41% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 13, 2024 Q2 2024 |
106,353
shares
|
$60.3 Million
2.96% of portfolio
|
Q2 2024
Added 3.31%
|
|
|
First Long Island Investors, LLC
|
Aug 07, 2024 Q2 2024 |
105,921
shares
|
$60.1 Million
4.63% of portfolio
|
Q2 2024
Added 5.75%
|
|
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
Aug 13, 2024 Q2 2024 |
105,300
shares
|
$59.7 Million
5.3% of portfolio
|
Q2 2024
Added 160.0%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
105,240
shares
|
$59.7 Million
2.0% of portfolio
|
Q4 2022
Reduced 0.48%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
104,795
shares
|
$59.4 Million
2.94% of portfolio
|
Q3 2022
Reduced 20.23%
|
|
|
Nippon Life Global Investors Americas, Inc.
|
Aug 14, 2024 Q2 2024 |
104,420
shares
|
$59.2 Million
2.4% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
|
Railway Pension Investments LTD
London, X0 |
Jul 26, 2024 Q2 2024 |
104,356
shares
|
$59.2 Million
0.64% of portfolio
|
Q2 2024
Reduced 60.7%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
104,026
shares
|
$59 Million
4.38% of portfolio
|
Q3 2022
Reduced 5.28%
|
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
103,957
shares
|
$58.9 Million
0.26% of portfolio
|
Q2 2024
Added 16.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
103,698
shares
|
$58.8 Million
0.56% of portfolio
|
Q2 2024
Reduced 12.36%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
103,678
shares
|
$58.8 Million
0.27% of portfolio
|
Q3 2024
Added 20.25%
|
|
|
Park West Asset Management LLC
Larkspur, CA |
Aug 14, 2024 Q2 2024 |
103,500
shares
|
$58.7 Million
4.18% of portfolio
|
Q2 2024
Added 5.4%
|
|
|
Mizuho Markets Americas LLC
|
Jul 31, 2024 Q2 2024 |
102,584
shares
|
$58.2 Million
1.11% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
101,407
shares
|
$57.5 Million
0.29% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
100,812
shares
|
$57.2 Million
0.37% of portfolio
|
Q2 2024
Added 5.21%
|
|
|
Martingale Asset Management L P
Boston, MA |
Aug 12, 2024 Q2 2024 |
100,737
shares
|
$57.1 Million
1.13% of portfolio
|
Q2 2024
Reduced 6.23%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2024 Q2 2024 |
100,160
shares
|
$56.8 Million
1.21% of portfolio
|
Q1 2024
Added 134.68%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
100,099
shares
|
$56.8 Million
0.19% of portfolio
|
Q2 2024
Added 4.86%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
99,275
shares
|
$56.3 Million
0.25% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
98,635
shares
|
$55.9 Million
0.21% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
United Services Automobile Association
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
98,041
shares
|
$55.6 Million
1.27% of portfolio
|
Q2 2024
Reduced 12.88%
|
|
|
Coatue Management LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
97,435
shares
|
$55.2 Million
0.2% of portfolio
|
Q2 2024
New holding
|