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 3,836 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 $471 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
34,133
shares
|
$20.7 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
|
$20.7 Million
6.58% of portfolio
|
Q4 2023
Reduced 21.6%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
34,115
shares
|
$20.7 Million
2.12% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Garrison Bradford & Associates Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
34,024
shares
|
$20.6 Million
19.82% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
33,995
shares
|
$20.6 Million
0.16% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
33,952
shares
|
$20.6 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
|
$20.5 Million
0.32% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
33,450
shares
|
$20.3 Million
2.4% of portfolio
|
Q3 2024
Reduced 16.16%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
33,330
shares
|
$20.2 Million
4.01% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
33,214
shares
|
$20.2 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 13, 2024 Q3 2024 |
33,000
shares
|
$20 Million
0.76% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Gam Holding Ag
|
Oct 22, 2024 Q3 2024 |
32,775
shares
|
$19.9 Million
1.69% of portfolio
|
Q3 2024
Added 20.33%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
32,400
shares
|
$19.7 Million
0.7% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
32,362
shares
|
$19.6 Million
1.25% of portfolio
|
Q3 2024
Added 277.84%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
32,331
shares
|
$19.6 Million
1.83% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
32,294
shares
|
$19.6 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2024 Q3 2024 |
32,239
shares
|
$19.6 Million
0.55% of portfolio
|
Q3 2024
Reduced 79.75%
|
|
|
Raub Brock Capital Management LP
|
Oct 17, 2024 Q3 2024 |
32,236
shares
|
$19.6 Million
3.93% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
32,223
shares
|
$19.6 Million
1.11% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
32,097
shares
|
$19.5 Million
0.3% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
32,012
shares
|
$19.4 Million
1.96% of portfolio
|
Q3 2024
Reduced 18.51%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
31,871
shares
|
$19.3 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
31,689
shares
|
$19.2 Million
1.35% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
31,670
shares
|
$19.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 38.79%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
31,566
shares
|
$19.2 Million
12.83% of portfolio
|
Q4 2022
Reduced 9.42%
|