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 |
|---|---|---|---|---|---|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
40,550
shares
|
$23 Million
0.38% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
40,466
shares
|
$22.9 Million
1.99% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
40,436
shares
|
$22.9 Million
0.46% of portfolio
|
Q2 2024
Added 25.14%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
40,407
shares
|
$22.9 Million
0.6% of portfolio
|
Q2 2024
Added 4.28%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
40,364
shares
|
$22.9 Million
0.61% of portfolio
|
Q2 2024
Added 10.59%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
40,269
shares
|
$22.8 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Napean Trading & Investment CO (Singapore) Pte LTD
Singapore, U0 |
Aug 06, 2024 Q2 2024 |
40,163
shares
|
$22.8 Million
4.87% of portfolio
|
Q2 2024
Added 7.4%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 08, 2024 Q2 2024 |
40,157
shares
|
$22.8 Million
1.4% of portfolio
|
Q2 2024
Added 28.63%
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Jul 30, 2024 Q2 2024 |
40,100
shares
|
$22.7 Million
5.16% of portfolio
|
Q2 2024
Added 18.88%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
40,096
shares
|
$22.7 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2024 Q2 2024 |
39,975
shares
|
$22.7 Million
0.17% of portfolio
|
Q2 2024
Reduced 1.81%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
39,941
shares
|
$22.6 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
39,899
shares
|
$22.6 Million
2.44% of portfolio
|
Q2 2024
Added 12.34%
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Jul 25, 2024 Q2 2024 |
39,825
shares
|
$22.6 Million
1.76% of portfolio
|
Q2 2024
Added 24.16%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 07, 2024 Q2 2024 |
39,800
shares
|
$22.6 Million
1.17% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Oak Ridge Investments LLC
|
Oct 28, 2024 Q3 2024 |
39,719
shares
|
$22.5 Million
2.02% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Kingdon Capital Management, L.L.C.
New York, NY |
Aug 14, 2024 Q2 2024 |
39,700
shares
|
$22.5 Million
2.35% of portfolio
|
Q2 2024
New holding
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
39,407
shares
|
$22.3 Million
1.61% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Sawgrass Asset Management LLC
|
Jul 18, 2024 Q2 2024 |
39,285
shares
|
$22.3 Million
2.17% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
39,246
shares
|
$22.3 Million
0.69% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
39,082
shares
|
$22.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 17.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
39,031
shares
|
$22.1 Million
0.35% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 12, 2024 Q2 2024 |
38,873
shares
|
$22 Million
0.82% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 13, 2024 Q2 2024 |
38,806
shares
|
$22 Million
0.14% of portfolio
|
Q2 2024
Reduced 4.49%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Aug 09, 2024 Q2 2024 |
38,542
shares
|
$21.9 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.92%
|