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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
38,255
shares
|
$21.7 Million
1.22% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
38,200
shares
|
$21.7 Million
2.88% of portfolio
|
Q2 2024
Reduced 3.33%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
38,081
shares
|
$21.6 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
38,075
shares
|
$21.6 Million
2.44% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
38,054
shares
|
$21.6 Million
2.83% of portfolio
|
Q1 2024
Added 1.59%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
37,811
shares
|
$21.4 Million
0.68% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
37,646
shares
|
$21.3 Million
1.62% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
37,499
shares
|
$21.3 Million
0.42% of portfolio
|
Q2 2024
Reduced 12.09%
|
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
37,425
shares
|
$21.2 Million
2.84% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 23, 2024 Q3 2024 |
37,380
shares
|
$21.2 Million
0.54% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Jlb & Associates Inc
|
Oct 02, 2024 Q3 2024 |
37,286
shares
|
$21.1 Million
3.01% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
37,183
shares
|
$21.1 Million
0.46% of portfolio
|
Q2 2024
Reduced 25.33%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 13, 2024 Q2 2024 |
36,739
shares
|
$20.8 Million
0.9% of portfolio
|
Q2 2024
Added 9.84%
|
|
|
Marco Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
36,545
shares
|
$20.7 Million
1.73% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
36,537
shares
|
$20.7 Million
0.27% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
11 Capital Partners LP
New York, NY |
Aug 13, 2024 Q2 2024 |
36,300
shares
|
$20.6 Million
8.16% of portfolio
|
Q2 2024
Reduced 5.22%
|
|
|
Lgt Fund Management CO Ltd.
|
Aug 07, 2024 Q2 2024 |
36,293
shares
|
$20.6 Million
2.3% of portfolio
|
Q2 2024
Added 294.92%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 09, 2024 Q2 2024 |
36,258
shares
|
$20.6 Million
0.92% of portfolio
|
Q2 2024
Added 3.64%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
36,122
shares
|
$20.5 Million
0.99% of portfolio
|
Q2 2024
Reduced 0.29%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
36,033
shares
|
$20.4 Million
2.94% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
36,007
shares
|
$20.4 Million
1.48% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
35,970
shares
|
$20.4 Million
1.11% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
35,725
shares
|
$20.3 Million
1.05% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 13, 2024 Q2 2024 |
35,546
shares
|
$20.2 Million
0.65% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2024 Q2 2024 |
35,490
shares
|
$20.1 Million
0.5% of portfolio
|
Q2 2024
Reduced 75.08%
|