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 3,920 institutions that hold shares in the stock, with a total of 787 Million shares, which have been reported (via 13F filing form) to have a value of $415 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
56,265
shares
|
$29.7 Million
0.58% of portfolio
|
Q4 2024
Added 16.48%
|
|
|
Homestead Advisers Corp
|
Feb 12, 2025 Q4 2024 |
56,200
shares
|
$29.6 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Capital Partners Ltd.
|
Feb 07, 2025 Q4 2024 |
56,030
shares
|
$29.6 Million
1.1% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
55,574
shares
|
$29.3 Million
0.63% of portfolio
|
Q1 2024
Reduced 62.29%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
55,396
shares
|
$29.2 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Thunderbird Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
55,259
shares
|
$29.1 Million
63.82% of portfolio
|
Q3 2024
Reduced 39.13%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
55,142
shares
|
$29.1 Million
0.28% of portfolio
|
Q4 2024
Reduced 16.62%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
55,000
shares
|
$29 Million
1.64% of portfolio
|
Q3 2020
New holding
|
|
|
Campbell Newman Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
54,558
shares
|
$28.8 Million
2.36% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
54,550
shares
|
$28.8 Million
0.93% of portfolio
|
Q4 2024
Added 30.02%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
54,443
shares
|
$28.7 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Feb 12, 2025 Q4 2024 |
54,142
shares
|
$28.6 Million
1.38% of portfolio
|
Q4 2024
Reduced 29.25%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
53,990
shares
|
$28.5 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
53,305
shares
|
$28.1 Million
1.26% of portfolio
|
Q3 2024
Added 51.68%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
53,203
shares
|
$28.1 Million
0.83% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
52,517
shares
|
$27.7 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
52,353
shares
|
$27.6 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
52,001
shares
|
$27.4 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
51,986
shares
|
$27.4 Million
0.27% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
51,916
shares
|
$27.4 Million
2.54% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Nov 14, 2024 Q3 2024 |
51,874
shares
|
$27.4 Million
0.71% of portfolio
|
Q3 2024
Added 17.35%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
51,868
shares
|
$27.4 Million
0.91% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
51,799
shares
|
$27.3 Million
0.46% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
51,609
shares
|
$27.2 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
51,496
shares
|
$27.2 Million
0.31% of portfolio
|
Q3 2024
Added 1.81%
|