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 Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
23,777
shares
|
$13.5 Million
1.61% of portfolio
|
Q3 2024
Reduced 6.58%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
23,726
shares
|
$13.5 Million
0.34% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Aug 09, 2024 Q2 2024 |
23,687
shares
|
$13.4 Million
1.85% of portfolio
|
Q2 2024
Added 492.18%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
23,675
shares
|
$13.4 Million
1.67% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
23,621
shares
|
$13.4 Million
0.17% of portfolio
|
Q2 2024
Added 7.38%
|
|
|
Miramar Capital, LLC
|
Aug 12, 2024 Q2 2024 |
23,325
shares
|
$13.2 Million
2.97% of portfolio
|
Q2 2024
Added 7.5%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
23,266
shares
|
$13.2 Million
1.1% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
23,188
shares
|
$13.1 Million
2.88% of portfolio
|
Q1 2023
Reduced 6.38%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2024 Q2 2024 |
23,185
shares
|
$13.1 Million
2.37% of portfolio
|
Q2 2024
Added 3.82%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
23,173
shares
|
$13.1 Million
3.88% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
23,168
shares
|
$13.1 Million
2.78% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
23,113
shares
|
$13.1 Million
1.15% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
22,998
shares
|
$13 Million
0.87% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
22,998
shares
|
$13 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
22,981
shares
|
$13 Million
0.12% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Robeco Schweiz Ag
|
Nov 04, 2024 Q3 2024 |
22,971
shares
|
$13 Million
0.28% of portfolio
|
Q4 2023
Reduced 26.27%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
22,922
shares
|
$13 Million
0.03% of portfolio
|
Q2 2024
Added 74.75%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
22,881
shares
|
$13 Million
0.04% of portfolio
|
Q2 2024
Added 10.45%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
22,760
shares
|
$12.9 Million
1.17% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
22,753
shares
|
$12.9 Million
0.57% of portfolio
|
Q2 2024
Added 14.83%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
22,714
shares
|
$12.9 Million
0.28% of portfolio
|
Q3 2024
Added 8.39%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
22,707
shares
|
$12.9 Million
3.81% of portfolio
|
Q3 2024
Reduced 11.07%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
22,628
shares
|
$12.8 Million
1.3% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
22,589
shares
|
$12.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 17.1%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
22,543
shares
|
$12.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.5%
|