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 |
|---|---|---|---|---|---|
|
Sienna Gestion
Paris, I0 |
Aug 12, 2024 Q2 2024 |
21,074
shares
|
$11.9 Million
0.95% of portfolio
|
Q2 2024
Added 2619.23%
|
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
21,029
shares
|
$11.9 Million
0.77% of portfolio
|
Q2 2024
Added 1.66%
|
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
21,006
shares
|
$11.9 Million
0.44% of portfolio
|
Q2 2024
Added 48.37%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
20,956
shares
|
$11.9 Million
0.1% of portfolio
|
Q3 2024
Added 30.55%
|
|
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
Jul 22, 2024 Q2 2024 |
20,926
shares
|
$11.9 Million
1.7% of portfolio
|
Q2 2024
Reduced 11.65%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
20,921
shares
|
$11.9 Million
0.85% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 14, 2024 Q2 2024 |
20,913
shares
|
$11.9 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
20,892
shares
|
$11.8 Million
0.93% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
20,835
shares
|
$11.8 Million
0.35% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2024 Q2 2024 |
20,621
shares
|
$11.7 Million
0.29% of portfolio
|
Q2 2024
Added 38.2%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
20,597
shares
|
$11.7 Million
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Owl Creek Asset Management, L.P.
New York, NY |
Aug 14, 2024 Q2 2024 |
20,484
shares
|
$11.6 Million
0.84% of portfolio
|
Q2 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
20,377
shares
|
$11.6 Million
0.88% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
20,374
shares
|
$11.6 Million
0.65% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 22, 2024 Q1 2024 |
20,354
shares
|
$11.5 Million
1.5% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
20,320
shares
|
$11.5 Million
0.41% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Earnest Partners LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
20,229
shares
|
$11.5 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
20,227
shares
|
$11.5 Million
0.32% of portfolio
|
Q1 2024
Reduced 13.99%
|
|
|
Ctc LLC
|
Aug 09, 2024 Q2 2024 |
20,224
shares
|
$11.5 Million
0.34% of portfolio
|
Q2 2024
Added 84.27%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
20,197
shares
|
$11.5 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
20,196
shares
|
$11.5 Million
0.5% of portfolio
|
Q2 2024
Added 128.9%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
20,154
shares
|
$11.4 Million
0.5% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Eldred Rock Partners, LLC
San Antonio, TX |
Oct 04, 2024 Q3 2024 |
20,149
shares
|
$11.4 Million
3.94% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
20,132
shares
|
$11.4 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2024 Q2 2024 |
20,103
shares
|
$11.4 Million
0.68% of portfolio
|
Q2 2024
Added 34.13%
|