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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
62,942
shares
|
$35.7 Million
0.11% of portfolio
|
Q2 2024
Reduced 8.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
62,932
shares
|
$35.7 Million
0.2% of portfolio
|
Q2 2023
Reduced 43.04%
|
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
62,584
shares
|
$35.5 Million
0.43% of portfolio
|
Q2 2024
Added 4.64%
|
|
|
Artemis Investment Management LLP
|
Oct 08, 2024 Q3 2024 |
62,457
shares
|
$35.4 Million
0.59% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
62,292
shares
|
$35.3 Million
0.58% of portfolio
|
Q3 2024
Added 17.62%
|
|
|
Sabal Trust CO
|
Jul 30, 2024 Q2 2024 |
62,269
shares
|
$35.3 Million
1.89% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
62,067
shares
|
$35.2 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
61,451
shares
|
$34.8 Million
0.52% of portfolio
|
Q2 2024
Reduced 49.71%
|
|
|
Qv Investors Inc.
|
Oct 15, 2024 Q3 2024 |
61,434
shares
|
$34.8 Million
3.17% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 31, 2024 Q2 2024 |
61,345
shares
|
$34.8 Million
1.28% of portfolio
|
Q2 2024
Added 21.89%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
60,974
shares
|
$34.6 Million
2.68% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
60,973
shares
|
$34.6 Million
3.36% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
60,895
shares
|
$34.5 Million
0.92% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
60,357
shares
|
$34.2 Million
0.96% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
60,217
shares
|
$34.1 Million
2.5% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
60,118
shares
|
$34.1 Million
0.47% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
59,555
shares
|
$33.8 Million
0.4% of portfolio
|
Q2 2024
Added 58.4%
|
|
|
Campbell Newman Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
59,058
shares
|
$33.5 Million
2.75% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
59,014
shares
|
$33.5 Million
1.21% of portfolio
|
Q3 2023
Added 8.84%
|
|
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
Aug 13, 2024 Q2 2024 |
58,920
shares
|
$33.4 Million
5.98% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Suncoast Equity Management
|
Oct 21, 2024 Q3 2024 |
58,876
shares
|
$33.4 Million
3.99% of portfolio
|
Q3 2024
Reduced 10.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
58,490
shares
|
$33.2 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2024 Q2 2024 |
58,355
shares
|
$33.1 Million
0.2% of portfolio
|
Q2 2024
Added 71.58%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
58,119
shares
|
$33 Million
1.13% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Banco Santander, S.A.
|
Jul 29, 2024 Q2 2024 |
58,079
shares
|
$32.9 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.55%
|