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 4,074 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 $397 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
115,631
shares
|
$58.3 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
114,909
shares
|
$57.9 Million
1.42% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
114,504
shares
|
$57.7 Million
0.24% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Alta Capital Management LLC
|
Feb 06, 2025 Q4 2024 |
114,383
shares
|
$57.6 Million
3.52% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
113,867
shares
|
$57.4 Million
0.58% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
Vulcan Value Partners, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
113,489
shares
|
$57.2 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
113,082
shares
|
$57 Million
2.93% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
111,492
shares
|
$56.2 Million
0.7% of portfolio
|
Q4 2024
Added 71.99%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
110,116
shares
|
$55.5 Million
0.34% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
110,086
shares
|
$55.5 Million
1.82% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Feb 14, 2025 Q4 2024 |
109,390
shares
|
$55.1 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
108,821
shares
|
$54.8 Million
2.15% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
108,481
shares
|
$54.7 Million
0.23% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
107,799
shares
|
$54.3 Million
2.78% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
First Long Island Investors, LLC
|
Feb 13, 2025 Q4 2024 |
107,680
shares
|
$54.2 Million
4.33% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
107,558
shares
|
$54.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 92.08%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
107,454
shares
|
$54.1 Million
0.75% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
107,225
shares
|
$54 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
Feb 14, 2025 Q4 2024 |
107,210
shares
|
$54 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
105,750
shares
|
$53.3 Million
1.39% of portfolio
|
Q4 2024
Added 23347.89%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
105,240
shares
|
$53 Million
2.0% of portfolio
|
Q4 2022
Reduced 0.48%
|
|
|
Ceredex Value Advisors LLC
|
Feb 13, 2025 Q4 2024 |
105,237
shares
|
$53 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
104,795
shares
|
$52.8 Million
2.94% of portfolio
|
Q3 2022
Reduced 20.23%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
104,490
shares
|
$52.6 Million
1.94% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Yousif Capital Management, LLC
|
Jan 27, 2025 Q4 2024 |
104,387
shares
|
$52.6 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.38%
|