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 |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
51,984
shares
|
$29.5 Million
0.72% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 06, 2024 Q2 2024 |
51,937
shares
|
$29.4 Million
0.34% of portfolio
|
Q2 2024
Reduced 14.82%
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
51,916
shares
|
$29.4 Million
2.54% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,742
shares
|
$29.3 Million
0.3% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
|
Stack Financial Management, Inc
|
Nov 04, 2024 Q3 2024 |
51,436
shares
|
$29.2 Million
2.75% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Aug 13, 2024 Q2 2024 |
51,196
shares
|
$29 Million
0.06% of portfolio
|
Q2 2024
Added 34.27%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
51,154
shares
|
$29 Million
1.68% of portfolio
|
Q2 2024
Added 7880.34%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 22, 2024 Q2 2024 |
51,039
shares
|
$28.9 Million
1.79% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
51,024
shares
|
$28.9 Million
0.84% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
50,957
shares
|
$28.9 Million
0.32% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Guardian Capital LP
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
50,682
shares
|
$28.7 Million
1.07% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
50,581
shares
|
$28.7 Million
0.34% of portfolio
|
Q2 2024
Reduced 7.65%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Jul 24, 2024 Q2 2024 |
50,581
shares
|
$28.7 Million
0.29% of portfolio
|
Q2 2024
Added 32.88%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 12, 2024 Q2 2024 |
50,527
shares
|
$28.7 Million
0.52% of portfolio
|
Q2 2024
Added 28.85%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
50,430
shares
|
$28.6 Million
0.76% of portfolio
|
Q2 2024
Reduced 42.86%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
50,415
shares
|
$28.6 Million
1.01% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
50,325
shares
|
$28.5 Million
4.89% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Clifford Swan Investment Counsel LLC
|
Aug 06, 2024 Q2 2024 |
50,268
shares
|
$28.5 Million
0.96% of portfolio
|
Q2 2024
Added 4.86%
|
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
50,000
shares
|
$28.4 Million
0.49% of portfolio
|
Q2 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
49,895
shares
|
$28.3 Million
0.77% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
49,861
shares
|
$28.3 Million
0.94% of portfolio
|
Q2 2024
Added 40.55%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
49,814
shares
|
$28.2 Million
2.39% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
49,503
shares
|
$28.1 Million
1.0% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
49,324
shares
|
$28 Million
0.83% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Bsn Capital Partners LTD
|
Oct 09, 2024 Q3 2024 |
48,520
shares
|
$27.5 Million
4.81% of portfolio
|
Q3 2024
New holding
|