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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
68,594
shares
|
$38.9 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
68,394
shares
|
$38.8 Million
2.41% of portfolio
|
Q2 2024
Added 72.73%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
68,209
shares
|
$38.7 Million
3.5% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
68,159
shares
|
$38.6 Million
0.78% of portfolio
|
Q3 2024
Reduced 9.73%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
67,051
shares
|
$38 Million
1.31% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
66,777
shares
|
$37.9 Million
0.8% of portfolio
|
Q3 2024
Reduced 23.74%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
66,744
shares
|
$37.8 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
66,666
shares
|
$37.8 Million
2.98% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
66,587
shares
|
$37.8 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Auxier Asset Management
Aurora, OR |
Aug 13, 2024 Q2 2024 |
66,575
shares
|
$37.8 Million
5.4% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
66,381
shares
|
$37.6 Million
2.41% of portfolio
|
Q3 2022
Added 1.59%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
66,217
shares
|
$37.5 Million
0.61% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 13, 2024 Q2 2024 |
65,860
shares
|
$37.3 Million
0.09% of portfolio
|
Q2 2024
Added 5.65%
|
|
|
Palisade Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
65,774
shares
|
$37.3 Million
3.48% of portfolio
|
Q2 2024
Added 3.28%
|
|
|
Act Two Investors LLC
Santa Cruz, CA |
Aug 12, 2024 Q2 2024 |
65,698
shares
|
$37.3 Million
6.72% of portfolio
|
Q2 2024
Added 7.21%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
65,067
shares
|
$36.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 2.84%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
64,877
shares
|
$36.8 Million
2.75% of portfolio
|
Q3 2022
Reduced 0.73%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
Jul 26, 2024 Q2 2024 |
64,342
shares
|
$36.5 Million
1.97% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
|
Altra Vue Capital, LLC
Bellevue, WA |
Aug 12, 2024 Q2 2024 |
64,130
shares
|
$36.4 Million
3.75% of portfolio
|
Q1 2024
Added 5.32%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 31, 2024 Q1 2024 |
63,909
shares
|
$36.2 Million
1.48% of portfolio
|
Q1 2024
Reduced 6.54%
|
|
|
Ironvine Capital Partners, LLC
Omaha, NE |
Aug 14, 2024 Q2 2024 |
63,642
shares
|
$36.1 Million
3.8% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Hardman Johnston Global Advisors LLC
|
Oct 30, 2024 Q3 2024 |
63,582
shares
|
$36.1 Million
1.51% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
63,524
shares
|
$36 Million
0.39% of portfolio
|
Q2 2024
Added 9.27%
|
|
|
Tpi Fund Managers LTD
|
Aug 08, 2022 Q2 2022 |
63,406
shares
|
$36 Million
5.46% of portfolio
|
Q2 2022
Reduced 15.34%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
63,020
shares
|
$35.7 Million
1.08% of portfolio
|
Q2 2024
Added 0.3%
|