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 |
|---|---|---|---|---|---|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
15,305
shares
|
$8.68 Million
2.49% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
15,300
shares
|
$8.68 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Pavadi Capital LLC
New York, NY |
Feb 14, 2024 Q4 2023 |
15,271
shares
|
$8.66 Million
10.47% of portfolio
|
Q4 2023
Added 98.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
15,072
shares
|
$8.55 Million
0.27% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
15,025
shares
|
$8.52 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 08, 2024 Q2 2024 |
15,004
shares
|
$8.51 Million
0.54% of portfolio
|
Q2 2024
Added 33.64%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
14,997
shares
|
$8.5 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Aug 19, 2024 Q2 2024 |
14,948
shares
|
$8.48 Million
3.43% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Asio Capital, LLC
|
Oct 10, 2024 Q3 2024 |
14,921
shares
|
$8.46 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Schnieders Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
14,918
shares
|
$8.46 Million
1.54% of portfolio
|
Q2 2024
Reduced 6.84%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14,894
shares
|
$8.45 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Timber Creek Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
14,892
shares
|
$8.44 Million
2.38% of portfolio
|
Q2 2024
Reduced 9.16%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
14,839
shares
|
$8.41 Million
1.63% of portfolio
|
Q3 2022
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 15, 2024 Q2 2024 |
14,770
shares
|
$8.38 Million
1.03% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
14,703
shares
|
$8.34 Million
0.01% of portfolio
|
Q2 2024
Reduced 97.89%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
14,694
shares
|
$8.33 Million
0.78% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Kidder Stephen W
|
Aug 12, 2024 Q2 2024 |
14,693
shares
|
$8.33 Million
2.36% of portfolio
|
Q2 2024
Added 5.58%
|
|
|
Main Street Investment Advisors LLC
|
Aug 06, 2024 Q2 2024 |
14,682
shares
|
$8.33 Million
0.91% of portfolio
|
Q2 2024
Reduced 8.2%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
14,655
shares
|
$8.31 Million
2.45% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
14,597
shares
|
$8.28 Million
1.76% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
14,589
shares
|
$8.27 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Coastline Trust CO
|
Jul 15, 2024 Q2 2024 |
14,527
shares
|
$8.24 Million
0.88% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Empire Life Investments Inc.
|
Oct 29, 2024 Q3 2024 |
14,525
shares
|
$8.24 Million
0.53% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Buckhead Capital Management LLC
|
Aug 07, 2024 Q2 2024 |
14,486
shares
|
$8.21 Million
2.55% of portfolio
|
Q2 2024
Added 0.42%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
14,393
shares
|
$8.16 Million
0.83% of portfolio
|
Q3 2024
Added 41.02%
|