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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
25,840
shares
|
$13.5 Million
5.22% of portfolio
|
Q2 2023
Added 1.17%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
25,754
shares
|
$13.5 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
25,698
shares
|
$13.5 Million
2.61% of portfolio
|
Q4 2023
Reduced 0.58%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
25,698
shares
|
$13.5 Million
1.02% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
25,391
shares
|
$13.3 Million
1.22% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
25,372
shares
|
$13.3 Million
0.46% of portfolio
|
Q4 2024
Added 28.49%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
25,368
shares
|
$13.3 Million
2.22% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
25,363
shares
|
$13.3 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
25,296
shares
|
$13.2 Million
0.27% of portfolio
|
Q4 2024
Added 11.37%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
25,276
shares
|
$13.2 Million
0.55% of portfolio
|
Q4 2024
Added 24.04%
|
|
|
Muhlenkamp & CO Inc
|
Feb 13, 2025 Q4 2024 |
25,265
shares
|
$13.2 Million
4.08% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
25,258
shares
|
$13.2 Million
1.06% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Feb 13, 2025 Q4 2024 |
25,230
shares
|
$13.2 Million
6.82% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
25,223
shares
|
$13.2 Million
1.46% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
25,150
shares
|
$13.2 Million
1.39% of portfolio
|
Q4 2024
Added 4.97%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
25,088
shares
|
$13.1 Million
0.14% of portfolio
|
Q2 2024
Added 0.2%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
25,032
shares
|
$13.1 Million
0.84% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
24,915
shares
|
$13 Million
0.09% of portfolio
|
Q4 2024
Added 211.44%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
24,823
shares
|
$13 Million
2.23% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
24,809
shares
|
$13 Million
1.19% of portfolio
|
Q2 2023
Reduced 1.1%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
24,791
shares
|
$13 Million
2.2% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
24,776
shares
|
$13 Million
1.28% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
North Point Portfolio Managers Corp
|
Jan 22, 2025 Q4 2024 |
24,774
shares
|
$13 Million
2.33% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
24,729
shares
|
$12.9 Million
0.44% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
24,617
shares
|
$12.9 Million
1.02% of portfolio
|
Q4 2024
Added 0.05%
|