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 |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
55,574
shares
|
$33.7 Million
0.63% of portfolio
|
Q1 2024
Reduced 62.29%
|
|
|
Penn Davis Mcfarland Inc
|
Oct 18, 2024 Q3 2024 |
55,462
shares
|
$33.7 Million
3.82% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
55,287
shares
|
$33.5 Million
1.02% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
Thunderbird Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
55,259
shares
|
$33.5 Million
63.82% of portfolio
|
Q3 2024
Reduced 39.13%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
55,000
shares
|
$33.4 Million
1.64% of portfolio
|
Q3 2020
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
54,895
shares
|
$33.3 Million
0.86% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
53,305
shares
|
$32.3 Million
1.26% of portfolio
|
Q3 2024
Added 51.68%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
53,186
shares
|
$32.3 Million
0.53% of portfolio
|
Q3 2024
Reduced 16.04%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
52,943
shares
|
$32.1 Million
0.67% of portfolio
|
Q3 2024
Reduced 26.15%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
52,664
shares
|
$32 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
52,347
shares
|
$31.8 Million
4.35% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
52,176
shares
|
$31.7 Million
0.97% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
52,062
shares
|
$31.6 Million
1.1% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
52,001
shares
|
$31.6 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
52,000
shares
|
$31.6 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
51,984
shares
|
$31.5 Million
0.72% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
51,916
shares
|
$31.5 Million
2.54% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
51,874
shares
|
$31.5 Million
0.71% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
51,743
shares
|
$31.4 Million
0.42% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
51,707
shares
|
$31.4 Million
1.06% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
51,496
shares
|
$31.2 Million
0.31% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
51,491
shares
|
$31.2 Million
1.8% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
51,484
shares
|
$31.2 Million
0.82% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Stack Financial Management, Inc
|
Nov 04, 2024 Q3 2024 |
51,436
shares
|
$31.2 Million
2.75% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
51,427
shares
|
$31.2 Million
0.91% of portfolio
|
Q3 2024
Added 3.07%
|