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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
35,278
shares
|
$20 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
35,193
shares
|
$20 Million
0.7% of portfolio
|
Q2 2024
Reduced 30.15%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2024 Q2 2024 |
35,143
shares
|
$19.9 Million
0.74% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
35,125
shares
|
$19.9 Million
0.02% of portfolio
|
Q2 2024
Added 49.6%
|
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2024 Q2 2024 |
34,977
shares
|
$19.8 Million
0.49% of portfolio
|
Q2 2024
Added 62.78%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
34,919
shares
|
$19.8 Million
2.64% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
34,821
shares
|
$19.7 Million
1.71% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
34,647
shares
|
$19.6 Million
0.84% of portfolio
|
Q2 2024
Added 10.6%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
34,518
shares
|
$19.6 Million
1.42% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
34,454
shares
|
$19.5 Million
2.63% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
34,426
shares
|
$19.5 Million
1.52% of portfolio
|
Q1 2023
Added 0.43%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
34,300
shares
|
$19.4 Million
1.18% of portfolio
|
Q3 2024
Reduced 35.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
34,228
shares
|
$19.4 Million
0.22% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 14, 2024 Q2 2024 |
34,137
shares
|
$19.4 Million
0.72% of portfolio
|
Q2 2024
Added 47.26%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
34,133
shares
|
$19.4 Million
1.22% of portfolio
|
Q3 2024
Added 12.63%
|
|
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
Feb 16, 2024 Q4 2023 |
34,126
shares
|
$19.4 Million
6.58% of portfolio
|
Q4 2023
Reduced 21.6%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
34,024
shares
|
$19.3 Million
19.82% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
33,952
shares
|
$19.3 Million
1.21% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
33,809
shares
|
$19.2 Million
0.32% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
33,683
shares
|
$19.1 Million
0.76% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 07, 2024 Q2 2024 |
33,681
shares
|
$19.1 Million
3.78% of portfolio
|
Q2 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
33,410
shares
|
$18.9 Million
0.45% of portfolio
|
Q2 2024
Added 25.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
33,245
shares
|
$18.9 Million
0.35% of portfolio
|
Q2 2024
Reduced 11.03%
|
|
|
Lsv Asset Management
Chicago, IL |
Aug 06, 2024 Q2 2024 |
33,000
shares
|
$18.7 Million
0.04% of portfolio
|
Q2 2023
Reduced 8.31%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Jul 31, 2024 Q2 2024 |
32,999
shares
|
$18.7 Million
0.75% of portfolio
|
Q2 2024
New holding
|