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 |
|---|---|---|---|---|---|
|
Castleark Management LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
20,034
shares
|
$11.4 Million
0.42% of portfolio
|
Q2 2024
Added 2.04%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
20,002
shares
|
$11.3 Million
1.48% of portfolio
|
Q3 2022
Reduced 13.67%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
20,001
shares
|
$11.3 Million
1.42% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
19,891
shares
|
$11.3 Million
0.17% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
19,877
shares
|
$11.3 Million
0.32% of portfolio
|
Q3 2024
Added 21.19%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
19,872
shares
|
$11.3 Million
0.83% of portfolio
|
Q3 2024
Added 31.59%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
19,812
shares
|
$11.2 Million
0.86% of portfolio
|
Q4 2022
Reduced 1.46%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Jul 29, 2024 Q2 2024 |
19,722
shares
|
$11.2 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
Incline Global Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
19,715
shares
|
$11.2 Million
4.88% of portfolio
|
Q2 2024
Reduced 34.34%
|
|
|
Bourgeon Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
19,711
shares
|
$11.2 Million
2.22% of portfolio
|
Q3 2024
Added 265.36%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Aug 15, 2024 Q2 2024 |
19,709
shares
|
$11.2 Million
0.7% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
19,700
shares
|
$11.2 Million
2.92% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
|
Stokes Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
19,490
shares
|
$11.1 Million
2.98% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
19,385
shares
|
$11 Million
1.12% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
19,359
shares
|
$11 Million
2.51% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
19,343
shares
|
$11 Million
1.59% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Tran Capital Management, L.P.
|
Oct 15, 2024 Q3 2024 |
19,300
shares
|
$10.9 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
19,286
shares
|
$10.9 Million
0.7% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Seaview Investment Managers LLC
|
Aug 07, 2024 Q2 2024 |
19,275
shares
|
$10.9 Million
2.96% of portfolio
|
Q2 2024
Added 23.38%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Nov 01, 2024 Q3 2024 |
19,207
shares
|
$10.9 Million
3.25% of portfolio
|
Q3 2024
Added 91.76%
|
|
|
Efg Asset Management (Americas) Corp.
|
Aug 06, 2024 Q2 2024 |
19,177
shares
|
$10.9 Million
1.92% of portfolio
|
Q2 2024
Added 42.08%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,050
shares
|
$10.8 Million
0.34% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Lgt Group Foundation
|
Aug 07, 2024 Q2 2024 |
19,029
shares
|
$10.8 Million
0.15% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
18,967
shares
|
$10.8 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
18,942
shares
|
$10.7 Million
1.43% of portfolio
|
Q3 2024
Reduced 0.34%
|