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 |
|---|---|---|---|---|---|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
89,244
shares
|
$45 Million
1.56% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
89,175
shares
|
$44.9 Million
0.64% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
88,967
shares
|
$44.8 Million
1.07% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
88,210
shares
|
$44.4 Million
1.68% of portfolio
|
Q1 2024
Added 4.39%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
87,347
shares
|
$44 Million
4.61% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
87,318
shares
|
$44 Million
3.14% of portfolio
|
Q2 2023
Added 5.68%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
87,222
shares
|
$43.9 Million
0.88% of portfolio
|
Q4 2024
Added 45.66%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
86,906
shares
|
$43.8 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
85,739
shares
|
$43.2 Million
0.9% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
84,832
shares
|
$42.7 Million
2.36% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
84,702
shares
|
$42.7 Million
0.62% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
84,698
shares
|
$42.7 Million
0.42% of portfolio
|
Q3 2022
Added 235.11%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
84,269
shares
|
$42.5 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
83,544
shares
|
$42.1 Million
0.36% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
82,300
shares
|
$41.5 Million
0.39% of portfolio
|
Q4 2024
Added 132.11%
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
81,405
shares
|
$41 Million
0.2% of portfolio
|
Q4 2024
Reduced 98.82%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
81,316
shares
|
$41 Million
1.78% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
Feb 14, 2025 Q4 2024 |
81,222
shares
|
$40.9 Million
0.83% of portfolio
|
Q4 2024
Added 6.3%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
81,032
shares
|
$40.8 Million
0.72% of portfolio
|
Q4 2024
Added 548.46%
|
|
|
Ns Partners LTD
|
Feb 07, 2025 Q4 2024 |
80,815
shares
|
$40.7 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 15, 2025 Q4 2024 |
80,776
shares
|
$40.7 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Martingale Asset Management L P
Boston, MA |
Feb 13, 2025 Q4 2024 |
80,605
shares
|
$40.6 Million
1.02% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
80,515
shares
|
$40.6 Million
2.67% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
79,974
shares
|
$40.3 Million
5.53% of portfolio
|
Q3 2022
Added 0.35%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
79,442
shares
|
$40 Million
2.06% of portfolio
|
Q4 2024
Added 1.87%
|