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 3,836 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 $471 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
81,289
shares
|
$49.3 Million
3.15% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Railway Pension Investments LTD
London, X0 |
Nov 13, 2024 Q3 2024 |
80,256
shares
|
$48.7 Million
0.57% of portfolio
|
Q3 2024
Reduced 23.09%
|
|
|
Lgt Capital Partners Ltd.
|
Nov 08, 2024 Q3 2024 |
80,036
shares
|
$48.6 Million
1.67% of portfolio
|
Q3 2024
Reduced 43.24%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
Nov 14, 2024 Q3 2024 |
80,000
shares
|
$48.5 Million
4.93% of portfolio
|
Q3 2024
Reduced 29.71%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
79,974
shares
|
$48.5 Million
5.53% of portfolio
|
Q3 2022
Added 0.35%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
79,837
shares
|
$48.4 Million
3.09% of portfolio
|
Q3 2024
Added 56.42%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
79,539
shares
|
$48.3 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
79,053
shares
|
$48 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
|
$47.8 Million
1.56% of portfolio
|
Q4 2023
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
78,612
shares
|
$47.7 Million
0.75% of portfolio
|
Q3 2024
Added 12.65%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
77,981
shares
|
$47.3 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
77,023
shares
|
$46.7 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Nov 14, 2024 Q3 2024 |
76,405
shares
|
$46.4 Million
0.86% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
76,335
shares
|
$46.3 Million
1.64% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
75,865
shares
|
$46 Million
1.57% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
75,687
shares
|
$45.9 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Pfm Health Sciences, LP
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
75,588
shares
|
$45.9 Million
2.59% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
73,968
shares
|
$44.9 Million
0.14% of portfolio
|
Q2 2023
Added 12479.59%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
73,627
shares
|
$44.7 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
73,299
shares
|
$44.5 Million
0.22% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
72,739
shares
|
$44.1 Million
1.09% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
Nov 13, 2024 Q3 2024 |
72,700
shares
|
$44.1 Million
3.54% of portfolio
|
Q3 2024
Reduced 30.96%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
72,401
shares
|
$43.9 Million
0.93% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
72,279
shares
|
$43.9 Million
0.12% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
71,974
shares
|
$43.7 Million
0.7% of portfolio
|
Q3 2024
Reduced 4.98%
|