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 |
|---|---|---|---|---|---|
|
First Trust Investment Solutions L.P.
Naples, FL |
Aug 14, 2024 Q2 2024 |
10,353
shares
|
$5.87 Million
0.74% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2024 Q2 2024 |
10,309
shares
|
$5.85 Million
0.12% of portfolio
|
Q2 2024
Reduced 58.58%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
10,307
shares
|
$5.84 Million
0.67% of portfolio
|
Q3 2024
Added 38.76%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
10,296
shares
|
$5.84 Million
1.43% of portfolio
|
Q3 2022
Reduced 3.71%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
10,295
shares
|
$5.84 Million
2.52% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
10,283
shares
|
$5.83 Million
2.19% of portfolio
|
Q2 2024
Reduced 2.0%
|
|
|
Cypress Capital Group
|
Jul 25, 2024 Q2 2024 |
10,277
shares
|
$5.83 Million
0.63% of portfolio
|
Q2 2024
Added 5.47%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
10,275
shares
|
$5.83 Million
0.32% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
William B. Walkup & Associates, Inc.
Columbia, SC |
Aug 15, 2024 Q2 2024 |
10,256
shares
|
$5.82 Million
3.42% of portfolio
|
Q2 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
10,248
shares
|
$5.81 Million
0.12% of portfolio
|
Q2 2024
Reduced 50.5%
|
|
|
Qtron Investments LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
10,241
shares
|
$5.81 Million
0.77% of portfolio
|
Q4 2023
Added 23.52%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
10,180
shares
|
$5.77 Million
2.53% of portfolio
|
Q4 2022
Added 4.62%
|
|
|
Hgk Asset Management Inc
|
Oct 31, 2024 Q3 2024 |
10,180
shares
|
$5.77 Million
1.12% of portfolio
|
Q3 2024
Reduced 17.92%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
10,172
shares
|
$5.77 Million
0.5% of portfolio
|
Q3 2024
Reduced 25.66%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Aug 14, 2024 Q2 2024 |
10,159
shares
|
$5.76 Million
1.66% of portfolio
|
Q2 2024
Added 71.78%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
10,118
shares
|
$5.74 Million
1.4% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
10,102
shares
|
$5.73 Million
0.24% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
10,075
shares
|
$5.71 Million
0.34% of portfolio
|
Q3 2024
Reduced 31.09%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
10,052
shares
|
$5.7 Million
1.23% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
10,046
shares
|
$5.7 Million
0.67% of portfolio
|
Q2 2024
Added 8.52%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
10,045
shares
|
$5.7 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
10,042
shares
|
$5.69 Million
1.38% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
S&T Bank
Indiana, PA |
Aug 14, 2024 Q2 2024 |
10,041
shares
|
$5.69 Million
1.3% of portfolio
|
Q2 2024
Reduced 16.98%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
10,031
shares
|
$5.69 Million
2.11% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Aug 13, 2024 Q2 2024 |
10,014
shares
|
$5.68 Million
3.49% of portfolio
|
Q2 2024
Added 0.14%
|