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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
66,587
shares
|
$39.3 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
66,541
shares
|
$39.3 Million
5.79% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
66,381
shares
|
$39.2 Million
2.41% of portfolio
|
Q3 2022
Added 1.59%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
66,132
shares
|
$39.1 Million
0.48% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
65,617
shares
|
$38.8 Million
0.58% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
65,253
shares
|
$38.6 Million
3.75% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
65,067
shares
|
$38.4 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
64,965
shares
|
$38.4 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
64,877
shares
|
$38.3 Million
2.75% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
64,825
shares
|
$38.3 Million
0.75% of portfolio
|
Q3 2024
Added 143.56%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Nov 12, 2024 Q3 2024 |
64,676
shares
|
$38.2 Million
7.25% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
64,330
shares
|
$38 Million
1.12% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Altra Vue Capital, LLC
Bellevue, WA |
Nov 12, 2024 Q3 2024 |
64,130
shares
|
$37.9 Million
3.88% of portfolio
|
Q1 2024
Added 5.32%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
63,792
shares
|
$37.7 Million
4.33% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Hardman Johnston Global Advisors LLC
|
Oct 30, 2024 Q3 2024 |
63,582
shares
|
$37.6 Million
1.51% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
63,406
shares
|
$37.5 Million
5.46% of portfolio
|
Q2 2022
Reduced 15.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
63,356
shares
|
$37.4 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,932
shares
|
$37.2 Million
0.2% of portfolio
|
Q2 2023
Reduced 43.04%
|
|
|
Artemis Investment Management LLP
|
Oct 08, 2024 Q3 2024 |
62,457
shares
|
$36.9 Million
0.59% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
62,292
shares
|
$36.8 Million
0.58% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
62,067
shares
|
$36.7 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
61,876
shares
|
$36.6 Million
2.31% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
61,483
shares
|
$36.3 Million
1.97% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
61,476
shares
|
$36.3 Million
1.13% of portfolio
|
Q3 2024
Added 20.48%
|
|
|
Qv Investors Inc.
|
Oct 15, 2024 Q3 2024 |
61,434
shares
|
$36.3 Million
3.17% of portfolio
|
Q3 2024
Reduced 7.61%
|