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 4,015 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $410 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
London & Capital Asset Management LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
56,089
shares
|
$29.4 Million
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Capital Partners Ltd.
|
Feb 07, 2025 Q4 2024 |
56,030
shares
|
$29.3 Million
1.1% of portfolio
|
Q4 2024
Reduced 29.99%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
55,574
shares
|
$29.1 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 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
55,142
shares
|
$28.9 Million
0.28% of portfolio
|
Q4 2024
Reduced 16.62%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
55,000
shares
|
$28.8 Million
1.49% of portfolio
|
Q3 2020
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
54,849
shares
|
$28.7 Million
0.57% of portfolio
|
Q4 2024
Added 6.54%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
54,766
shares
|
$28.7 Million
0.73% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Campbell Newman Asset Management Inc
|
Jan 14, 2025 Q4 2024 |
54,558
shares
|
$28.6 Million
2.36% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
54,550
shares
|
$28.6 Million
0.93% of portfolio
|
Q4 2024
Added 30.02%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
54,443
shares
|
$28.5 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Bamco Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
54,390
shares
|
$28.5 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Feb 12, 2025 Q4 2024 |
54,142
shares
|
$28.3 Million
1.38% of portfolio
|
Q4 2024
Reduced 29.25%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
53,990
shares
|
$28.3 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
53,866
shares
|
$28.2 Million
1.11% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
53,832
shares
|
$28.2 Million
0.29% of portfolio
|
Q4 2024
Reduced 26.89%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
53,704
shares
|
$28.1 Million
0.33% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
53,203
shares
|
$27.9 Million
0.83% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Hemenway Trust CO LLC
|
Feb 12, 2025 Q4 2024 |
53,187
shares
|
$27.8 Million
2.33% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
52,657
shares
|
$27.6 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
52,517
shares
|
$27.5 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
52,375
shares
|
$27.4 Million
0.57% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
52,353
shares
|
$27.4 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
51,986
shares
|
$27.2 Million
0.27% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
51,868
shares
|
$27.2 Million
0.91% of portfolio
|
Q4 2024
Added 4.78%
|