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 4,015 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
44,714
shares
|
$23.4 Million
0.72% of portfolio
|
Q4 2022
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
44,709
shares
|
$23.4 Million
0.9% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Arnhold LLC
|
Feb 14, 2025 Q4 2024 |
44,551
shares
|
$23.3 Million
2.38% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
44,318
shares
|
$23.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 61.15%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
44,249
shares
|
$23.2 Million
0.67% of portfolio
|
Q4 2024
Added 176.25%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
44,175
shares
|
$23.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
44,174
shares
|
$23.1 Million
0.3% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
44,020
shares
|
$23 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
44,010
shares
|
$23 Million
0.89% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
43,981
shares
|
$23 Million
0.42% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
43,901
shares
|
$23 Million
0.74% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
43,835
shares
|
$22.9 Million
2.17% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
43,317
shares
|
$22.7 Million
6.28% of portfolio
|
Q4 2024
Added 690.31%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
43,292
shares
|
$22.7 Million
2.62% of portfolio
|
Q3 2023
Reduced 1.78%
|
|
|
Cable Car Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
43,000
shares
|
$22.5 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
42,744
shares
|
$22.4 Million
0.3% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
42,702
shares
|
$22.4 Million
10.04% of portfolio
|
Q3 2022
Reduced 0.11%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
42,634
shares
|
$22.3 Million
0.87% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
42,634
shares
|
$22.3 Million
1.52% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Hendershot Investments Inc.
|
Jan 28, 2025 Q4 2024 |
42,630
shares
|
$22.3 Million
3.0% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Feb 12, 2025 Q4 2024 |
42,546
shares
|
$22.3 Million
1.16% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
42,246
shares
|
$22.1 Million
1.99% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
42,198
shares
|
$22.1 Million
3.33% of portfolio
|
Q3 2022
Reduced 1.48%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
42,032
shares
|
$22 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 27, 2025 Q4 2024 |
41,970
shares
|
$22 Million
0.49% of portfolio
|
Q4 2024
Added 12.28%
|