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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
25,088
shares
|
$14.2 Million
0.14% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 28, 2024 Q2 2024 |
25,048
shares
|
$14.2 Million
0.35% of portfolio
|
Q2 2024
Added 9.89%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
25,048
shares
|
$14.2 Million
0.16% of portfolio
|
Q2 2024
Reduced 36.12%
|
|
|
George Soros
Soros Fund Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
25,001
shares
|
$14.2 Million
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Governors Lane LP
New York, NY |
Aug 14, 2024 Q2 2024 |
25,000
shares
|
$14.2 Million
1.08% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
24,976
shares
|
$14.2 Million
0.16% of portfolio
|
Q3 2024
Added 13.68%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 30, 2024 Q2 2024 |
24,976
shares
|
$14.2 Million
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
24,952
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
24,830
shares
|
$14.1 Million
2.45% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
24,809
shares
|
$14.1 Million
1.19% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
24,791
shares
|
$14.1 Million
1.58% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
24,785
shares
|
$14.1 Million
1.01% of portfolio
|
Q2 2024
Reduced 9.58%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
24,779
shares
|
$14.1 Million
0.45% of portfolio
|
Q2 2024
Reduced 7.33%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
24,673
shares
|
$14 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
24,544
shares
|
$13.9 Million
0.57% of portfolio
|
Q2 2024
Added 38.61%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
24,523
shares
|
$13.9 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
24,338
shares
|
$13.8 Million
2.71% of portfolio
|
Q2 2023
New holding
|
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
24,294
shares
|
$13.8 Million
0.39% of portfolio
|
Q2 2024
Added 28.66%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
24,289
shares
|
$13.8 Million
0.24% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
24,243
shares
|
$13.7 Million
0.2% of portfolio
|
Q2 2024
Added 13.27%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
24,198
shares
|
$13.7 Million
0.55% of portfolio
|
Q2 2024
Reduced 4.45%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
24,146
shares
|
$13.7 Million
1.56% of portfolio
|
Q3 2024
Added 25.63%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
24,102
shares
|
$13.7 Million
0.59% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Tom Gayner
Markel Corp
|
Nov 01, 2024 Q3 2024 |
24,064
shares
|
$13.6 Million
0.14% of portfolio
|
Q3 2024
Added 15.61%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
23,893
shares
|
$13.5 Million
0.92% of portfolio
|
Q2 2022
Added 16.78%
|