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 |
|---|---|---|---|---|---|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
60,974
shares
|
$37 Million
2.68% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
60,973
shares
|
$37 Million
3.36% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
60,895
shares
|
$37 Million
0.92% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
60,217
shares
|
$36.5 Million
2.5% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
60,118
shares
|
$36.5 Million
0.47% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
59,879
shares
|
$36.3 Million
0.83% of portfolio
|
Q3 2024
Added 1452.88%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
59,478
shares
|
$36.1 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
59,466
shares
|
$36.1 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Polaris Capital Management, LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
59,152
shares
|
$35.9 Million
1.89% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
59,058
shares
|
$35.8 Million
2.75% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
59,026
shares
|
$35.8 Million
1.13% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
59,014
shares
|
$35.8 Million
1.21% of portfolio
|
Q3 2023
Added 8.84%
|
|
|
Suncoast Equity Management
|
Oct 21, 2024 Q3 2024 |
58,876
shares
|
$35.7 Million
3.99% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
58,525
shares
|
$35.5 Million
0.11% of portfolio
|
Q3 2024
Reduced 28.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
58,490
shares
|
$35.5 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
58,119
shares
|
$35.3 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
Nov 14, 2024 Q3 2024 |
58,035
shares
|
$35.2 Million
6.5% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Night Owl Capital Management, LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
57,758
shares
|
$35 Million
5.0% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
57,532
shares
|
$34.9 Million
2.17% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
57,323
shares
|
$34.8 Million
1.23% of portfolio
|
Q1 2023
Reduced 1.71%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
57,157
shares
|
$34.7 Million
0.48% of portfolio
|
Q2 2024
Reduced 19.21%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
56,890
shares
|
$34.5 Million
0.09% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
56,153
shares
|
$34.1 Million
0.76% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
56,084
shares
|
$34 Million
0.39% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Todd Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
55,908
shares
|
$33.9 Million
0.8% of portfolio
|
Q3 2024
Added 17.78%
|