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 4,091 institutions that hold shares in the stock, with a total of 774 Million shares, which have been reported (via 13F filing form) to have a value of $318 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
72,401
shares
|
$29.8 Million
0.93% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Magnetar Financial LLC
Evanston, IL |
Feb 11, 2025 Q4 2024 |
72,227
shares
|
$29.7 Million
1.2% of portfolio
|
Q4 2024
Added 124.04%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
71,990
shares
|
$29.6 Million
0.92% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
71,940
shares
|
$29.6 Million
1.23% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Hardman Johnston Global Advisors LLC
|
Feb 04, 2025 Q4 2024 |
71,871
shares
|
$29.6 Million
1.61% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
71,862
shares
|
$29.6 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
71,755
shares
|
$29.5 Million
1.67% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
71,433
shares
|
$29.4 Million
1.02% of portfolio
|
Q4 2024
Reduced 35.27%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
70,767
shares
|
$29.1 Million
0.42% of portfolio
|
Q4 2024
Reduced 17.6%
|
|
|
Penn Davis Mcfarland Inc
|
Apr 23, 2025 Q1 2025 |
70,685
shares
|
$29.1 Million
4.46% of portfolio
|
Q1 2025
Added 4.65%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
70,053
shares
|
$28.8 Million
0.74% of portfolio
|
Q4 2022
Reduced 3.28%
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
Feb 13, 2025 Q4 2024 |
69,966
shares
|
$28.8 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
69,828
shares
|
$28.7 Million
0.48% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
69,475
shares
|
$28.6 Million
0.97% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
69,055
shares
|
$28.4 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
68,603
shares
|
$28.2 Million
0.65% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
68,541
shares
|
$28.2 Million
3.74% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
68,313
shares
|
$28.1 Million
1.12% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
68,173
shares
|
$28 Million
1.6% of portfolio
|
Q4 2024
Added 32.4%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Feb 14, 2025 Q4 2024 |
68,152
shares
|
$28 Million
1.51% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Thunderbird Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
68,116
shares
|
$28 Million
55.73% of portfolio
|
Q4 2024
Added 23.27%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
67,950
shares
|
$28 Million
0.22% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
67,879
shares
|
$27.9 Million
1.17% of portfolio
|
Q1 2025
Reduced 15.97%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
67,732
shares
|
$27.9 Million
2.52% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
67,611
shares
|
$27.8 Million
3.02% of portfolio
|
Q4 2024
Reduced 0.88%
|