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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
29,504
shares
|
$17.4 Million
1.84% of portfolio
|
Q4 2022
Reduced 2.98%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
29,399
shares
|
$17.4 Million
5.25% of portfolio
|
Q1 2024
New holding
|
|
|
Governors Lane LP
New York, NY |
Nov 14, 2024 Q3 2024 |
29,300
shares
|
$17.3 Million
1.42% of portfolio
|
Q3 2024
Added 17.2%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
29,282
shares
|
$17.3 Million
2.67% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
29,267
shares
|
$17.3 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Alaska Permanent Fund Corp
Juneau, AK |
Oct 22, 2024 Q3 2024 |
29,174
shares
|
$17.2 Million
0.25% of portfolio
|
Q2 2024
Added 20.6%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
29,097
shares
|
$17.2 Million
0.33% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
Nov 13, 2024 Q3 2024 |
29,041
shares
|
$17.2 Million
3.79% of portfolio
|
Q2 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
28,983
shares
|
$17.1 Million
0.96% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
28,842
shares
|
$17 Million
1.2% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Overbrook Management Corp
New York, NY |
Nov 08, 2024 Q3 2024 |
28,832
shares
|
$17 Million
3.87% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
Oct 29, 2024 Q3 2024 |
28,768
shares
|
$17 Million
0.98% of portfolio
|
Q3 2024
Reduced 37.78%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
28,717
shares
|
$17 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
28,617
shares
|
$16.9 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,601
shares
|
$16.9 Million
1.11% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
28,553
shares
|
$16.9 Million
0.4% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
28,347
shares
|
$16.7 Million
0.38% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
28,260
shares
|
$16.7 Million
1.56% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Bdf Gestion
Paris, I0 |
Oct 15, 2024 Q3 2024 |
28,048
shares
|
$16.6 Million
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
28,037
shares
|
$16.6 Million
1.07% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
27,939
shares
|
$16.5 Million
1.16% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
27,918
shares
|
$16.5 Million
8.79% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Employees Retirement System Of Texas
|
Nov 14, 2024 Q3 2024 |
27,726
shares
|
$16.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 86.04%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
27,700
shares
|
$16.4 Million
0.59% of portfolio
|
Q3 2021
Added 13.06%
|
|
|
Mcrae Capital Management Inc
|
Oct 24, 2024 Q3 2024 |
27,677
shares
|
$16.4 Million
3.33% of portfolio
|
Q3 2024
Reduced 1.6%
|