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 4,051 institutions that hold shares in the stock, with a total of 787 Million shares, which have been reported (via 13F filing form) to have a value of $402 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
22,046
shares
|
$11.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
22,023
shares
|
$11.3 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
22,010
shares
|
$11.2 Million
2.48% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
21,866
shares
|
$11.2 Million
0.09% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
21,856
shares
|
$11.2 Million
0.32% of portfolio
|
Q4 2024
Added 16.88%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
21,840
shares
|
$11.2 Million
0.48% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Torray LLC
|
Feb 06, 2025 Q4 2024 |
21,818
shares
|
$11.1 Million
1.66% of portfolio
|
Q4 2024
Reduced 20.15%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
21,746
shares
|
$11.1 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
21,572
shares
|
$11 Million
0.16% of portfolio
|
Q4 2024
Reduced 58.31%
|
|
|
Artemis Investment Management LLP
|
Jan 16, 2025 Q4 2024 |
21,476
shares
|
$11 Million
0.17% of portfolio
|
Q4 2024
Reduced 65.61%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
21,466
shares
|
$11 Million
1.83% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
21,444
shares
|
$11 Million
1.05% of portfolio
|
Q4 2024
Added 17.21%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
21,383
shares
|
$10.9 Million
0.26% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
21,333
shares
|
$10.9 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
21,308
shares
|
$10.9 Million
0.94% of portfolio
|
Q4 2023
Added 10.19%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
21,178
shares
|
$10.8 Million
0.47% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
21,127
shares
|
$10.8 Million
0.19% of portfolio
|
Q4 2024
Added 29656.34%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
21,062
shares
|
$10.8 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.37%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Feb 12, 2025 Q4 2024 |
21,053
shares
|
$10.8 Million
0.19% of portfolio
|
Q4 2024
Reduced 36.2%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
20,925
shares
|
$10.7 Million
1.0% of portfolio
|
Q4 2024
Reduced 30.74%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
20,850
shares
|
$10.7 Million
0.88% of portfolio
|
Q4 2024
Added 63.09%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
20,699
shares
|
$10.6 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
20,522
shares
|
$10.5 Million
0.16% of portfolio
|
Q4 2024
Added 69.76%
|
|
|
Scholtz & Company, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
20,506
shares
|
$10.5 Million
5.1% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
20,457
shares
|
$10.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 5.71%
|