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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
89,767
shares
|
$53 Million
0.56% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
89,244
shares
|
$52.7 Million
1.56% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 12, 2024 Q3 2024 |
88,391
shares
|
$52.2 Million
4.96% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
88,210
shares
|
$52.1 Million
1.68% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
87,846
shares
|
$51.9 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
87,471
shares
|
$51.7 Million
1.11% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Avidity Partners Management LP
Dallas, TX |
Nov 14, 2024 Q3 2024 |
87,400
shares
|
$51.6 Million
3.14% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
87,318
shares
|
$51.6 Million
3.14% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
87,258
shares
|
$51.6 Million
0.91% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
87,219
shares
|
$51.5 Million
0.71% of portfolio
|
Q3 2024
Added 53.34%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
87,026
shares
|
$51.4 Million
1.18% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
86,691
shares
|
$51.2 Million
0.67% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
86,675
shares
|
$51.2 Million
2.25% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
86,650
shares
|
$51.2 Million
0.45% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
85,949
shares
|
$50.8 Million
2.24% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
85,881
shares
|
$50.7 Million
0.62% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
85,669
shares
|
$50.6 Million
2.72% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
85,244
shares
|
$50.4 Million
1.17% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
84,698
shares
|
$50 Million
0.42% of portfolio
|
Q3 2022
Added 235.11%
|
|
|
Aegon Asset Management Uk PLC
|
Nov 01, 2024 Q3 2024 |
84,382
shares
|
$49.9 Million
0.67% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
83,296
shares
|
$49.2 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
82,672
shares
|
$48.8 Million
2.06% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Achmea Investment Management B.V.
|
Nov 12, 2024 Q3 2024 |
82,578
shares
|
$48.8 Million
0.8% of portfolio
|
Q3 2024
Reduced 30.46%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
Nov 05, 2024 Q3 2024 |
82,329
shares
|
$48.6 Million
2.07% of portfolio
|
Q3 2024
Added 41.78%
|
|
|
Ns Partners LTD
|
Nov 08, 2024 Q3 2024 |
81,666
shares
|
$48.3 Million
2.03% of portfolio
|
Q3 2024
Added 1.66%
|