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 |
|---|---|---|---|---|---|
|
Amica Mutual Insurance CO
|
Jul 25, 2024 Q2 2024 |
26,409
shares
|
$15 Million
1.34% of portfolio
|
Q4 2023
Reduced 11.25%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Aug 13, 2024 Q2 2024 |
26,408
shares
|
$15 Million
6.43% of portfolio
|
Q2 2024
Added 12.54%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
26,091
shares
|
$14.8 Million
1.28% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
26,073
shares
|
$14.8 Million
1.77% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 07, 2024 Q2 2024 |
26,016
shares
|
$14.8 Million
0.89% of portfolio
|
Q2 2024
Added 0.54%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
25,987
shares
|
$14.7 Million
1.03% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
25,846
shares
|
$14.7 Million
5.98% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
25,840
shares
|
$14.7 Million
5.22% of portfolio
|
Q2 2023
Added 1.17%
|
|
|
Bnp Paribas
New York, NY |
Aug 13, 2024 Q2 2024 |
25,782
shares
|
$14.6 Million
0.66% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
25,723
shares
|
$14.6 Million
0.57% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
25,698
shares
|
$14.6 Million
2.61% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
25,680
shares
|
$14.6 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
25,670
shares
|
$14.6 Million
0.46% of portfolio
|
Q3 2024
Reduced 32.9%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 16, 2024 Q2 2024 |
25,602
shares
|
$14.5 Million
2.09% of portfolio
|
Q2 2024
Added 2.51%
|
|
|
North Point Portfolio Managers Corp
|
Oct 24, 2024 Q3 2024 |
25,596
shares
|
$14.5 Million
2.54% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Addenda Capital Inc.
|
Oct 15, 2024 Q3 2024 |
25,587
shares
|
$14.5 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
25,536
shares
|
$14.5 Million
2.59% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Aug 12, 2024 Q2 2024 |
25,434
shares
|
$14.4 Million
1.34% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
25,432
shares
|
$14.4 Million
0.09% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
25,391
shares
|
$14.4 Million
1.22% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,258
shares
|
$14.3 Million
1.06% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
25,220
shares
|
$14.3 Million
0.29% of portfolio
|
Q3 2024
Added 19.74%
|
|
|
Muhlenkamp & CO Inc
|
Jul 16, 2024 Q2 2024 |
25,216
shares
|
$14.3 Million
4.2% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Somerville Kurt F
|
Aug 12, 2024 Q2 2024 |
25,148
shares
|
$14.3 Million
2.2% of portfolio
|
Q2 2024
Added 7.12%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
25,095
shares
|
$14.2 Million
0.31% of portfolio
|
Q2 2024
Added 1.91%
|