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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
86,377
shares
|
$49 Million
0.46% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
85,949
shares
|
$48.7 Million
2.24% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
85,669
shares
|
$48.6 Million
2.72% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
84,698
shares
|
$48 Million
0.42% of portfolio
|
Q3 2022
Added 235.11%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Aug 01, 2024 Q2 2024 |
84,456
shares
|
$47.9 Million
1.97% of portfolio
|
Q2 2024
Added 9.34%
|
|
|
Aegon Asset Management Uk PLC
|
Nov 01, 2024 Q3 2024 |
84,382
shares
|
$47.8 Million
0.67% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
83,839
shares
|
$47.5 Million
0.81% of portfolio
|
Q2 2024
Added 4.47%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
83,786
shares
|
$47.5 Million
0.78% of portfolio
|
Q2 2024
Added 11.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
83,651
shares
|
$47.4 Million
0.46% of portfolio
|
Q2 2024
Added 5.17%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
83,296
shares
|
$47.2 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
83,135
shares
|
$47.1 Million
0.59% of portfolio
|
Q2 2024
Added 9.06%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2024 Q2 2024 |
82,900
shares
|
$47 Million
1.0% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
82,010
shares
|
$46.5 Million
2.91% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
81,483
shares
|
$46.2 Million
0.13% of portfolio
|
Q2 2024
Added 17.52%
|
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
80,780
shares
|
$45.8 Million
0.79% of portfolio
|
Q1 2024
Reduced 9.74%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
80,550
shares
|
$45.7 Million
0.38% of portfolio
|
Q2 2024
Added 13.02%
|
|
|
Ns Partners LTD
|
Aug 08, 2024 Q2 2024 |
80,336
shares
|
$45.6 Million
1.86% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
79,974
shares
|
$45.3 Million
5.53% of portfolio
|
Q3 2022
Added 0.35%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
79,834
shares
|
$45.3 Million
0.94% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
79,539
shares
|
$45.1 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Unigestion Holding Sa
|
Aug 14, 2024 Q2 2024 |
79,180
shares
|
$44.9 Million
2.15% of portfolio
|
Q2 2024
Reduced 12.95%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
79,053
shares
|
$44.8 Million
0.91% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
78,830
shares
|
$44.7 Million
1.56% of portfolio
|
Q4 2023
New holding
|
|
|
Ethic Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
78,615
shares
|
$44.6 Million
0.95% of portfolio
|
Q2 2024
Added 2.07%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
78,612
shares
|
$44.6 Million
0.75% of portfolio
|
Q3 2024
Added 12.65%
|