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 |
|---|---|---|---|---|---|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
105,240
shares
|
$62.2 Million
2.0% of portfolio
|
Q4 2022
Reduced 0.48%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
104,795
shares
|
$61.9 Million
2.94% of portfolio
|
Q3 2022
Reduced 20.23%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
104,026
shares
|
$61.5 Million
4.38% of portfolio
|
Q3 2022
Reduced 5.28%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
103,678
shares
|
$61.3 Million
0.27% of portfolio
|
Q3 2024
Added 20.25%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
101,526
shares
|
$60 Million
0.97% of portfolio
|
Q3 2024
Added 21.1%
|
|
|
Steadfast Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
101,166
shares
|
$59.8 Million
1.47% of portfolio
|
Q3 2024
Reduced 72.61%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
100,362
shares
|
$59.3 Million
0.78% of portfolio
|
Q3 2024
Added 19.78%
|
|
|
Premier Fund Managers LTD
|
Nov 08, 2024 Q3 2024 |
100,000
shares
|
$59.1 Million
2.06% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
99,275
shares
|
$58.7 Million
0.25% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
99,001
shares
|
$58.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
98,635
shares
|
$58.3 Million
0.21% of portfolio
|
Q3 2022
Reduced 1.95%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
97,725
shares
|
$57.7 Million
1.51% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
97,360
shares
|
$57.5 Million
3.21% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
96,503
shares
|
$57 Million
1.67% of portfolio
|
Q3 2024
Added 368.53%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
96,107
shares
|
$56.8 Million
0.3% of portfolio
|
Q3 2024
Reduced 45.85%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
95,719
shares
|
$56.6 Million
1.48% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
95,187
shares
|
$56.2 Million
0.91% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
94,779
shares
|
$56 Million
3.17% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
93,902
shares
|
$55.5 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
93,660
shares
|
$55.3 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
93,391
shares
|
$55.2 Million
0.87% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
92,242
shares
|
$54.5 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
91,527
shares
|
$54.1 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
90,202
shares
|
$53.3 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
89,987
shares
|
$53.2 Million
0.71% of portfolio
|
Q3 2024
Added 0.58%
|