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 |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
77,981
shares
|
$44.2 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 09, 2024 Q2 2024 |
76,526
shares
|
$43.4 Million
0.18% of portfolio
|
Q2 2024
Reduced 70.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
76,335
shares
|
$43.3 Million
1.64% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
75,865
shares
|
$43 Million
1.57% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 13, 2024 Q2 2024 |
75,745
shares
|
$42.9 Million
0.67% of portfolio
|
Q2 2024
Reduced 40.85%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
75,687
shares
|
$42.9 Million
1.17% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
73,968
shares
|
$41.9 Million
0.14% of portfolio
|
Q2 2023
Added 12479.59%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
72,739
shares
|
$41.2 Million
1.09% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Maryland State Retirement & Pension System
|
Jul 30, 2024 Q2 2024 |
71,690
shares
|
$40.7 Million
0.69% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
71,640
shares
|
$40.6 Million
0.32% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
71,502
shares
|
$40.5 Million
0.26% of portfolio
|
Q2 2024
Added 90.01%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
71,502
shares
|
$40.5 Million
0.1% of portfolio
|
Q2 2024
Reduced 56.2%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
71,326
shares
|
$40.4 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
71,153
shares
|
$40.3 Million
0.99% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Mizuho Securities Usa LLC
|
Jul 31, 2024 Q2 2024 |
70,966
shares
|
$40.2 Million
0.87% of portfolio
|
Q2 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 14, 2024 Q2 2024 |
70,822
shares
|
$40.2 Million
0.68% of portfolio
|
Q2 2024
Reduced 5.9%
|
|
|
Port Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
70,515
shares
|
$40 Million
2.14% of portfolio
|
Q2 2024
Added 5.19%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
70,474
shares
|
$40 Million
0.26% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
70,053
shares
|
$39.7 Million
0.74% of portfolio
|
Q4 2022
Reduced 3.28%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
69,926
shares
|
$39.7 Million
0.84% of portfolio
|
Q2 2024
Added 5.75%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Aug 14, 2024 Q2 2024 |
69,694
shares
|
$39.5 Million
0.8% of portfolio
|
Q2 2024
Added 24.72%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
69,518
shares
|
$39.4 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Pfm Health Sciences, LP
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
69,438
shares
|
$39.4 Million
1.82% of portfolio
|
Q2 2024
Added 258.65%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 12, 2024 Q2 2024 |
69,357
shares
|
$39.3 Million
1.03% of portfolio
|
Q2 2024
Reduced 1.26%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
68,911
shares
|
$39.1 Million
1.4% of portfolio
|
Q3 2024
Reduced 11.44%
|