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 |
|---|---|---|---|---|---|
|
Richard Bernstein Advisors LLC
|
Jul 30, 2024 Q2 2024 |
22,494
shares
|
$12.8 Million
0.27% of portfolio
|
Q2 2024
Added 0.0%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
22,429
shares
|
$12.7 Million
2.29% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
22,411
shares
|
$12.7 Million
1.89% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Iyo Bank, Ltd.
|
Nov 04, 2024 Q3 2024 |
22,410
shares
|
$12.7 Million
4.65% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
22,339
shares
|
$12.7 Million
0.4% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
22,206
shares
|
$12.6 Million
0.66% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
22,182
shares
|
$12.6 Million
1.16% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2024 Q2 2024 |
22,069
shares
|
$12.5 Million
0.72% of portfolio
|
Q2 2024
Added 11.19%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Aug 14, 2024 Q2 2024 |
22,018
shares
|
$12.5 Million
0.49% of portfolio
|
Q2 2024
Reduced 30.07%
|
|
|
Ally Financial Inc.
Detroit, MI |
Aug 13, 2024 Q2 2024 |
22,000
shares
|
$12.5 Million
1.42% of portfolio
|
Q2 2024
Added 29.41%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
21,999
shares
|
$12.5 Million
0.38% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
21,996
shares
|
$12.5 Million
0.92% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 04, 2024 Q3 2024 |
21,923
shares
|
$12.4 Million
1.1% of portfolio
|
Q3 2024
Added 5247.07%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
21,696
shares
|
$12.3 Million
0.24% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Dividend Assets Capital, LLC
|
Aug 02, 2024 Q2 2024 |
21,661
shares
|
$12.3 Million
2.26% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
21,553
shares
|
$12.2 Million
1.02% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
21,539
shares
|
$12.2 Million
1.23% of portfolio
|
Q3 2024
Added 8.9%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2024 Q2 2024 |
21,518
shares
|
$12.2 Million
1.12% of portfolio
|
Q2 2024
Reduced 56.04%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
21,469
shares
|
$12.2 Million
2.14% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Twin Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
21,413
shares
|
$12.1 Million
1.32% of portfolio
|
Q2 2024
Reduced 4.43%
|
|
|
Broderick Brian C
|
Aug 12, 2024 Q2 2024 |
21,397
shares
|
$12.1 Million
2.4% of portfolio
|
Q2 2024
Added 2.99%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
21,344
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 21.04%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
21,308
shares
|
$12.1 Million
0.94% of portfolio
|
Q4 2023
Added 10.19%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Aug 12, 2024 Q2 2024 |
21,308
shares
|
$12.1 Million
1.11% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
21,148
shares
|
$12 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.4%
|