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 |
|---|---|---|---|---|---|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2024 Q2 2024 |
32,878
shares
|
$18.6 Million
2.07% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
32,809
shares
|
$18.6 Million
0.28% of portfolio
|
Q2 2024
Added 156.42%
|
|
|
Gam Holding Ag
|
Oct 22, 2024 Q3 2024 |
32,775
shares
|
$18.6 Million
1.69% of portfolio
|
Q3 2024
Added 20.33%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
32,540
shares
|
$18.5 Million
0.75% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
32,400
shares
|
$18.4 Million
0.7% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
32,331
shares
|
$18.3 Million
1.83% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Raub Brock Capital Management LP
|
Oct 17, 2024 Q3 2024 |
32,236
shares
|
$18.3 Million
3.93% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 13, 2024 Q2 2024 |
32,055
shares
|
$18.2 Million
1.88% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Black Barn Capital Partners LP
New York, NY |
Aug 14, 2024 Q2 2024 |
32,000
shares
|
$18.1 Million
1.45% of portfolio
|
Q2 2024
Added 6.67%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
31,871
shares
|
$18.1 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
31,689
shares
|
$18 Million
1.35% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Health Invest Partners Ab
|
Aug 14, 2024 Q2 2024 |
31,680
shares
|
$18 Million
10.11% of portfolio
|
Q2 2024
Added 37.49%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2024 Q2 2024 |
31,630
shares
|
$17.9 Million
1.43% of portfolio
|
Q2 2024
Added 21.38%
|
|
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
Aug 14, 2024 Q2 2024 |
31,602
shares
|
$17.9 Million
6.26% of portfolio
|
Q2 2024
Added 16.68%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
31,566
shares
|
$17.9 Million
12.83% of portfolio
|
Q4 2022
Reduced 9.42%
|
|
|
Empirical Finance, LLC
|
Jul 30, 2024 Q2 2024 |
31,531
shares
|
$17.9 Million
1.01% of portfolio
|
Q2 2024
Reduced 6.14%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2024 Q3 2024 |
31,517
shares
|
$17.9 Million
1.96% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
31,482
shares
|
$17.9 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
31,465
shares
|
$17.8 Million
0.24% of portfolio
|
Q2 2024
Added 16.88%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
31,451
shares
|
$17.8 Million
0.63% of portfolio
|
Q1 2023
Added 5.95%
|
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
31,002
shares
|
$17.6 Million
0.34% of portfolio
|
Q2 2024
Added 18.34%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
30,955
shares
|
$17.6 Million
0.46% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Aug 14, 2024 Q2 2024 |
30,878
shares
|
$17.5 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jul 30, 2024 Q2 2024 |
30,868
shares
|
$17.5 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Aug 13, 2024 Q2 2024 |
30,845
shares
|
$17.5 Million
1.02% of portfolio
|
Q2 2024
Reduced 1.2%
|