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 |
|---|---|---|---|---|---|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
Oct 29, 2024 Q3 2024 |
28,768
shares
|
$16.3 Million
0.98% of portfolio
|
Q3 2024
Reduced 37.78%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Aug 08, 2024 Q2 2024 |
28,657
shares
|
$16.2 Million
6.23% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
28,617
shares
|
$16.2 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,601
shares
|
$16.2 Million
1.11% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
28,583
shares
|
$16.2 Million
8.25% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
28,553
shares
|
$16.2 Million
0.4% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
28,347
shares
|
$16.1 Million
0.38% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Carlson Capital Management
|
Jul 11, 2024 Q2 2024 |
28,317
shares
|
$16.1 Million
1.15% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
|
Bdf Gestion
Paris, I0 |
Oct 15, 2024 Q3 2024 |
28,048
shares
|
$15.9 Million
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Aug 13, 2024 Q2 2024 |
27,980
shares
|
$15.9 Million
1.44% of portfolio
|
Q2 2024
Added 3.19%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Jul 25, 2024 Q2 2024 |
27,729
shares
|
$15.7 Million
3.82% of portfolio
|
Q2 2024
Added 2.51%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
27,700
shares
|
$15.7 Million
0.59% of portfolio
|
Q3 2021
Added 13.06%
|
|
|
Mcrae Capital Management Inc
|
Oct 24, 2024 Q3 2024 |
27,677
shares
|
$15.7 Million
3.33% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
27,559
shares
|
$15.6 Million
1.71% of portfolio
|
Q2 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
27,481
shares
|
$15.6 Million
2.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
27,453
shares
|
$15.6 Million
1.18% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Torray LLC
|
Nov 05, 2024 Q3 2024 |
27,325
shares
|
$15.5 Million
2.36% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Crake Asset Management LLP
London, X0 |
Aug 08, 2024 Q2 2024 |
26,996
shares
|
$15.3 Million
1.1% of portfolio
|
Q2 2024
Reduced 65.83%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
26,990
shares
|
$15.3 Million
0.82% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
|
Clough Capital Partners L P
Boston, MA |
Aug 14, 2024 Q2 2024 |
26,750
shares
|
$15.2 Million
1.55% of portfolio
|
Q2 2024
Added 1852.55%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
26,686
shares
|
$15.1 Million
1.91% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Aug 13, 2024 Q2 2024 |
26,675
shares
|
$15.1 Million
6.75% of portfolio
|
Q2 2024
Added 15.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
26,616
shares
|
$15.1 Million
0.6% of portfolio
|
Q2 2024
Added 454.04%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
26,556
shares
|
$15.1 Million
0.47% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
26,447
shares
|
$15 Million
0.03% of portfolio
|
Q2 2024
Added 855.8%
|