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 3,811 institutions that hold shares in the stock, with a total of 789 Million shares, which have been reported (via 13F filing form) to have a value of $447 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
97,360
shares
|
$55.2 Million
3.21% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
95,719
shares
|
$54.3 Million
1.48% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
95,355
shares
|
$54.1 Million
0.54% of portfolio
|
Q2 2024
Added 2.28%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
95,014
shares
|
$53.9 Million
0.84% of portfolio
|
Q2 2024
Added 8.85%
|
|
|
Pine Bridge Investments, L.P.
|
Aug 14, 2024 Q2 2024 |
95,010
shares
|
$53.9 Million
0.4% of portfolio
|
Q2 2024
Reduced 39.64%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
94,779
shares
|
$53.7 Million
3.17% of portfolio
|
Q3 2024
Added 13.42%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
94,676
shares
|
$53.7 Million
1.38% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
93,391
shares
|
$53 Million
0.87% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
92,946
shares
|
$52.7 Million
0.98% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
92,242
shares
|
$52.3 Million
2.42% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Thunderbird Partners LLP
London, X0 |
Aug 13, 2024 Q2 2024 |
90,776
shares
|
$51.5 Million
10.98% of portfolio
|
Q2 2024
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Aug 05, 2024 Q2 2024 |
90,355
shares
|
$51.2 Million
0.39% of portfolio
|
Q2 2024
Reduced 17.83%
|
|
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
Aug 07, 2024 Q2 2024 |
90,293
shares
|
$51.2 Million
0.27% of portfolio
|
Q2 2024
Added 0.49%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
89,987
shares
|
$51 Million
0.71% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
89,244
shares
|
$50.6 Million
1.56% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Aug 07, 2024 Q2 2024 |
89,028
shares
|
$50.5 Million
4.36% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Rmb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
88,381
shares
|
$50.1 Million
1.1% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Prudential PLC
London, England, X0 |
Aug 06, 2024 Q2 2024 |
88,313
shares
|
$50.1 Million
0.32% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
88,210
shares
|
$50 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
|
$49.8 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jul 26, 2024 Q2 2024 |
87,646
shares
|
$49.7 Million
2.16% of portfolio
|
Q2 2024
Added 8.16%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
87,318
shares
|
$49.5 Million
3.14% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Eagle Health Investments LP
Greenwich, CT |
Aug 13, 2024 Q2 2024 |
86,900
shares
|
$49.3 Million
7.77% of portfolio
|
Q2 2024
New holding
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Aug 14, 2024 Q2 2024 |
86,728
shares
|
$49.2 Million
0.46% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
86,691
shares
|
$49.2 Million
0.67% of portfolio
|
Q3 2024
Added 2.08%
|