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 3,833 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 $459 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
46,427
shares
|
$27.4 Million
1.68% of portfolio
|
Q2 2022
Added 3.1%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
46,237
shares
|
$27.3 Million
2.32% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
45,941
shares
|
$27.1 Million
1.06% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
45,932
shares
|
$27.1 Million
0.43% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
45,837
shares
|
$27.1 Million
0.66% of portfolio
|
Q4 2023
Reduced 4.31%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
45,174
shares
|
$26.7 Million
0.55% of portfolio
|
Q3 2024
Added 847.04%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
45,020
shares
|
$26.6 Million
0.89% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
44,985
shares
|
$26.6 Million
1.42% of portfolio
|
Q3 2024
Added 10.35%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
44,714
shares
|
$26.4 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
44,547
shares
|
$26.3 Million
0.39% of portfolio
|
Q3 2024
Added 1275.33%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
44,488
shares
|
$26.3 Million
0.22% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
44,359
shares
|
$26.2 Million
0.68% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
43,996
shares
|
$26 Million
2.68% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Oct 17, 2024 Q3 2024 |
43,918
shares
|
$25.9 Million
1.72% of portfolio
|
Q3 2024
Reduced 34.19%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
43,785
shares
|
$25.9 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
43,587
shares
|
$25.8 Million
0.78% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
43,569
shares
|
$25.7 Million
2.58% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
43,292
shares
|
$25.6 Million
2.62% of portfolio
|
Q3 2023
Reduced 1.78%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
43,202
shares
|
$25.5 Million
0.65% of portfolio
|
Q3 2024
Added 29.31%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
43,036
shares
|
$25.4 Million
0.51% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
42,955
shares
|
$25.4 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
42,848
shares
|
$25.3 Million
2.29% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
42,826
shares
|
$25.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
42,702
shares
|
$25.2 Million
10.04% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
42,498
shares
|
$25.1 Million
0.99% of portfolio
|
Q3 2024
Added 1.5%
|