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 |
|---|---|---|---|---|---|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
43,292
shares
|
$24.5 Million
2.62% of portfolio
|
Q3 2023
Reduced 1.78%
|
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
43,158
shares
|
$24.5 Million
0.74% of portfolio
|
Q2 2024
Added 27.97%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
43,071
shares
|
$24.4 Million
0.63% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
42,955
shares
|
$24.4 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
42,848
shares
|
$24.3 Million
2.29% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
42,826
shares
|
$24.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
42,707
shares
|
$24.2 Million
0.38% of portfolio
|
Q2 2024
Added 249.37%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
42,702
shares
|
$24.2 Million
10.04% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
42,498
shares
|
$24.1 Million
0.99% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
42,446
shares
|
$24.1 Million
0.37% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
42,417
shares
|
$24.1 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
42,340
shares
|
$24 Million
0.56% of portfolio
|
Q2 2024
Reduced 23.98%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
42,198
shares
|
$23.9 Million
3.33% of portfolio
|
Q3 2022
Reduced 1.48%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
41,955
shares
|
$23.8 Million
0.89% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 14, 2024 Q2 2024 |
41,899
shares
|
$23.8 Million
0.43% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
41,699
shares
|
$23.6 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
River Road Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
41,665
shares
|
$23.6 Million
0.34% of portfolio
|
Q3 2024
Reduced 56.75%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Sep 16, 2024 Q2 2024 |
41,509
shares
|
$23.5 Million
0.15% of portfolio
|
Q2 2024
Reduced 38.86%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
41,447
shares
|
$23.5 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
41,429
shares
|
$23.5 Million
0.69% of portfolio
|
Q3 2024
Added 57.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
41,395
shares
|
$23.5 Million
0.24% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
|
Hendershot Investments Inc.
|
Aug 05, 2024 Q2 2024 |
41,260
shares
|
$23.4 Million
3.07% of portfolio
|
Q2 2024
Added 3.07%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
41,054
shares
|
$23.3 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
40,913
shares
|
$23.2 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
40,767
shares
|
$23.1 Million
1.46% of portfolio
|
Q2 2024
Added 8.84%
|