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 3,833 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 $459 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
36,537
shares
|
$21.6 Million
0.27% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Nov 06, 2024 Q3 2024 |
36,400
shares
|
$21.5 Million
2.02% of portfolio
|
Q3 2024
Added 19.74%
|
|
|
Parsifal Capital Management, LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
36,200
shares
|
$21.4 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
36,189
shares
|
$21.4 Million
5.4% of portfolio
|
Q3 2024
Reduced 9.75%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
36,072
shares
|
$21.3 Million
0.31% of portfolio
|
Q3 2024
Added 9.95%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
36,033
shares
|
$21.3 Million
2.94% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
36,007
shares
|
$21.3 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
|
$21.3 Million
1.11% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
35,958
shares
|
$21.2 Million
1.07% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
35,948
shares
|
$21.2 Million
2.21% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
35,725
shares
|
$21.1 Million
1.05% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Health Invest Partners Ab
|
Nov 12, 2024 Q3 2024 |
35,490
shares
|
$21 Million
10.06% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
35,458
shares
|
$21 Million
0.25% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
35,127
shares
|
$20.8 Million
3.01% of portfolio
|
Q3 2024
Added 2430.76%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
34,948
shares
|
$20.6 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
34,919
shares
|
$20.6 Million
2.64% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
34,894
shares
|
$20.6 Million
0.7% of portfolio
|
Q2 2024
Added 2.89%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
34,821
shares
|
$20.6 Million
1.71% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
34,518
shares
|
$20.4 Million
1.42% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
34,500
shares
|
$20.4 Million
0.38% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
34,454
shares
|
$20.4 Million
2.63% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
34,426
shares
|
$20.3 Million
1.52% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
34,300
shares
|
$20.3 Million
1.18% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
34,151
shares
|
$20.2 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
34,133
shares
|
$20.2 Million
1.22% of portfolio
|
Q3 2024
Added 12.63%
|