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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
48,304
shares
|
$27.4 Million
0.63% of portfolio
|
Q3 2024
Added 10.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
48,064
shares
|
$27.3 Million
0.57% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 09, 2024 Q2 2024 |
47,903
shares
|
$27.2 Million
0.99% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
|
Todd Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
47,470
shares
|
$26.9 Million
0.52% of portfolio
|
Q2 2024
Reduced 27.48%
|
|
|
Caden Capital Partners, LP
Santa Monica, CA |
Aug 14, 2024 Q2 2024 |
47,451
shares
|
$26.9 Million
8.74% of portfolio
|
Q2 2024
New holding
|
|
|
New Mexico Educational Retirement Board
|
Aug 06, 2024 Q2 2024 |
46,620
shares
|
$26.4 Million
0.83% of portfolio
|
Q1 2024
Reduced 14.8%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 27, 2024 Q2 2024 |
46,515
shares
|
$26.4 Million
0.81% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
46,434
shares
|
$26.3 Million
1.11% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
46,427
shares
|
$26.3 Million
1.68% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
46,237
shares
|
$26.2 Million
2.32% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
45,837
shares
|
$26 Million
0.66% of portfolio
|
Q4 2023
Reduced 4.31%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2024 Q2 2024 |
45,639
shares
|
$25.9 Million
0.21% of portfolio
|
Q2 2024
Added 765.69%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
44,714
shares
|
$25.4 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
44,359
shares
|
$25.2 Million
0.68% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
44,296
shares
|
$25.1 Million
0.9% of portfolio
|
Q2 2024
Added 14.16%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 14, 2024 Q2 2024 |
44,203
shares
|
$25.1 Million
0.52% of portfolio
|
Q2 2024
Added 37.9%
|
|
|
Arnhold LLC
|
Aug 01, 2024 Q2 2024 |
44,083
shares
|
$25 Million
2.47% of portfolio
|
Q2 2024
Added 44.08%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Oct 17, 2024 Q3 2024 |
43,918
shares
|
$24.9 Million
1.72% of portfolio
|
Q3 2024
Reduced 34.19%
|
|
|
Calamos Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
43,853
shares
|
$24.9 Million
1.22% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
43,587
shares
|
$24.7 Million
0.78% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
43,569
shares
|
$24.7 Million
2.58% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
43,424
shares
|
$24.6 Million
0.2% of portfolio
|
Q2 2024
Added 3.24%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
43,405
shares
|
$24.6 Million
0.46% of portfolio
|
Q2 2024
Added 77.72%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
43,398
shares
|
$24.6 Million
0.36% of portfolio
|
Q2 2024
Added 41.66%
|
|
|
Braun Stacey Associates Inc
|
Jul 29, 2024 Q2 2024 |
43,342
shares
|
$24.6 Million
0.76% of portfolio
|
Q2 2024
Added 4.56%
|