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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
12,615
shares
|
$7.15 Million
0.09% of portfolio
|
Q2 2024
Reduced 22.33%
|
|
|
Gpm Growth Investors, Inc.
|
Aug 02, 2024 Q2 2024 |
12,557
shares
|
$7.12 Million
2.84% of portfolio
|
Q2 2024
Reduced 1.05%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
12,553
shares
|
$7.12 Million
0.13% of portfolio
|
Q2 2024
Added 12.15%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
12,545
shares
|
$7.11 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
12,531
shares
|
$7.11 Million
0.27% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
12,489
shares
|
$7.08 Million
0.58% of portfolio
|
Q3 2024
Added 216.34%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
12,477
shares
|
$7.07 Million
1.56% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Asset Planning Services Inc
|
Oct 22, 2024 Q3 2024 |
12,465
shares
|
$7.07 Million
3.6% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
12,463
shares
|
$7.07 Million
3.04% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
12,462
shares
|
$7.07 Million
0.95% of portfolio
|
Q3 2024
Reduced 24.03%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2024 Q2 2024 |
12,442
shares
|
$7.05 Million
1.7% of portfolio
|
Q2 2024
Added 2.91%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
12,441
shares
|
$7.05 Million
0.54% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
12,397
shares
|
$7.03 Million
0.34% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Aug 14, 2024 Q2 2024 |
12,375
shares
|
$7.02 Million
0.2% of portfolio
|
Q3 2022
Reduced 0.24%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
12,332
shares
|
$6.99 Million
5.28% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
12,304
shares
|
$6.98 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Community Financial Services Group, LLC
Newport, VT |
Oct 21, 2024 Q3 2024 |
12,303
shares
|
$6.98 Million
1.47% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Aug 14, 2024 Q2 2024 |
12,300
shares
|
$6.97 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
|
Armstrong Shaw Associates Inc
|
Oct 13, 2023 Q3 2023 |
12,286
shares
|
$6.97 Million
6.55% of portfolio
|
Q2 2023
Reduced 12.69%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
12,280
shares
|
$6.96 Million
0.41% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
12,251
shares
|
$6.95 Million
0.41% of portfolio
|
Q2 2024
Added 387.7%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
12,221
shares
|
$6.93 Million
1.44% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
12,176
shares
|
$6.9 Million
2.24% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
12,175
shares
|
$6.9 Million
0.27% of portfolio
|
Q3 2024
Reduced 14.91%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
12,123
shares
|
$6.87 Million
2.55% of portfolio
|
Q3 2024
Reduced 2.04%
|