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 4,015 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital International Sarl
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
29,124
shares
|
$15.2 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
29,001
shares
|
$15.2 Million
1.71% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
Feb 14, 2025 Q4 2024 |
28,921
shares
|
$15.1 Million
4.49% of portfolio
|
Q4 2024
Added 26.71%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
28,601
shares
|
$15 Million
1.11% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
28,553
shares
|
$14.9 Million
0.4% of portfolio
|
Q1 2024
Added 2.41%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
28,551
shares
|
$14.9 Million
2.09% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
28,512
shares
|
$14.9 Million
1.33% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Bell Asset Management LTD
Melbourne, C3 |
Feb 13, 2025 Q4 2024 |
28,496
shares
|
$14.9 Million
2.69% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
28,380
shares
|
$14.9 Million
1.24% of portfolio
|
Q4 2024
Added 519.65%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
28,360
shares
|
$14.8 Million
0.07% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
S&Co Inc
Boston, MA |
Feb 07, 2025 Q4 2024 |
28,360
shares
|
$14.8 Million
0.97% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
28,310
shares
|
$14.8 Million
1.8% of portfolio
|
Q4 2024
Reduced 15.37%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Feb 07, 2025 Q4 2024 |
28,229
shares
|
$14.8 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
28,148
shares
|
$14.7 Million
0.98% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
Tri Locum Partners LP
New York, NY |
Feb 14, 2025 Q4 2024 |
28,115
shares
|
$14.7 Million
3.28% of portfolio
|
Q4 2024
New holding
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
28,048
shares
|
$14.7 Million
1.31% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
27,908
shares
|
$14.6 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
27,864
shares
|
$14.6 Million
1.5% of portfolio
|
Q4 2024
Reduced 18.32%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
27,815
shares
|
$14.6 Million
1.58% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
27,800
shares
|
$14.6 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 31, 2025 Q4 2024 |
27,794
shares
|
$14.6 Million
1.82% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
27,762
shares
|
$14.5 Million
2.92% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
27,646
shares
|
$14.5 Million
1.96% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
27,627
shares
|
$14.5 Million
0.28% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
27,627
shares
|
$14.5 Million
1.34% of portfolio
|
Q4 2024
Added 6755.33%
|