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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
42,446
shares
|
$25.8 Million
0.37% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
42,417
shares
|
$25.7 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
|
$25.7 Million
0.56% of portfolio
|
Q2 2024
Reduced 23.98%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
42,198
shares
|
$25.6 Million
3.33% of portfolio
|
Q3 2022
Reduced 1.48%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
41,955
shares
|
$25.5 Million
0.89% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
41,705
shares
|
$25.3 Million
0.63% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
41,699
shares
|
$25.3 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
River Road Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
41,665
shares
|
$25.3 Million
0.34% of portfolio
|
Q3 2024
Reduced 56.75%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
41,606
shares
|
$25.2 Million
1.47% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
41,575
shares
|
$25.2 Million
3.36% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
41,575
shares
|
$25.2 Million
0.79% of portfolio
|
Q3 2024
Reduced 87.46%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
41,510
shares
|
$25.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 28.87%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
41,447
shares
|
$25.1 Million
1.74% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
41,429
shares
|
$25.1 Million
0.69% of portfolio
|
Q3 2024
Added 57.81%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
41,094
shares
|
$24.9 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
41,054
shares
|
$24.9 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
40,962
shares
|
$24.9 Million
0.62% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
40,960
shares
|
$24.9 Million
2.09% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
40,913
shares
|
$24.8 Million
0.94% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
40,700
shares
|
$24.7 Million
0.36% of portfolio
|
Q3 2024
Reduced 23.21%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
40,614
shares
|
$24.6 Million
0.59% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
40,550
shares
|
$24.6 Million
0.38% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
40,163
shares
|
$24.4 Million
5.73% of portfolio
|
Q2 2024
Added 7.4%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
40,014
shares
|
$24.3 Million
1.23% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
39,941
shares
|
$24.2 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.67%
|